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Bancorp Services LLC v. Sun Life Assurance NPE DC CAFC
- 4:00-cv-01073
- E.D. Mo.
- Judge: Carol E. Jackson
- Filed: 06/30/2000
- Closed: 05/25/2011
- Latest Docket Entry: 06/24/2013
- PACER
1
Plaintiff
1
Defendant
1
Accused
Product
2
Patents-in-Suit
3,982
Days in
Litigation
-
Bancorp Services LLC v. Sun Life Assurance NPE DC CAFC
- 4:00-cv-01073
- E.D. Mo.
- Judge: Carol E. Jackson
- Filed: 06/30/2000
- Closed: 05/25/2011
- Latest Docket Entry: 06/24/2013
- PACER
Market Sector
E-commerce and Software
Assigned Judge
Outcome Summary
Patent Information
-
Validity & Enforceability
Claim # | Claim Text | Outcome |
---|---|---|
1 |
A life insurance policy management system comprising: a policy generator for generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value
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|
Invalid (101)
Entry 411 Entry 396 |
8 |
A system according to claim 1, further comprising a calculator for calculating a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
9 |
A method for managing a life insurance policy comprising: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value protected investment;
view more
|
Invalid (101)
Entry 411 Entry 396 |
17 |
The method according to claim 9, wherein the steps of claim 9 are performed by a computer.
|
Invalid (101)
Entry 411 Entry 396 |
18 |
A computer readable media for controlling a computer to perform the steps of: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value
view more
|
Invalid (101)
Entry 411 Entry 396 |
19 |
A computer system for administering an existing life insurance policy, including a stable value protected investment based on underlying securities of the stable value protected investment, the computer system comprising: a credit calculator for
view more
|
Invalid (101)
Entry 411 Entry 396 |
20 |
The system as claimed in claim 19, further comprising a fee calculator for calculating fees for members of a management group which manage the life insurance policy.
|
Invalid (101)
Entry 411 Entry 396 |
21 |
The system as claimed in claim 20, further comprising a debitor for removing a value of the fees for members of the management group which manages the life insurance policy.
|
Invalid (101)
Entry 411 Entry 396 |
27 |
A system as claimed in claim 19, further comprising a calculator for calculating a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
28 |
A method for managing a life insurance policy, including a stable value protected investment based on underlying securities of the stable value protected investment, the method comprising the steps of: (a) calculating credits for the stable value
view more
|
Invalid (101)
Entry 411 Entry 396 |
37 |
The method as claimed in claim 28, wherein the steps (a)-(d) are performed by a computer.
|
Invalid (101)
Entry 411 Entry 396 |
42 |
A life insurance policy management system comprising: a policy generator for generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value
view more
|
Invalid (101)
Entry 411 Entry 396 |
49 |
A system according to claim 42, further comprising a calculator for calculating a targeted return for an upcoming time period.
|
Invalid (101)
Entry 396 |
52 |
A method for managing a life insurance policy comprising: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value protected investment;
view more
|
Invalid (101)
Entry 396 |
60 |
The method according to claim 52, wherein the steps of claim 52 are performed by a computer.
|
Invalid (101)
Entry 411 Entry 396 |
63 |
A computer readable media for controlling a computer to perform the steps of: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities of the stable value
view more
|
Invalid (101)
Entry 411 Entry 396 |
66 |
The system according to claim 8, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
67 |
The system according to claim 1, further comprising a receiver for receiving a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
68 |
The system according to claim 67, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
72 |
The computer readable media according to claim 18, further controlling the computer to perform the step of calculating a targeted return for an upcoming time period, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
73 |
The computer readable media according to claim 18, further controlling the computer to perform the step of receiving a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
74 |
The computer readable media according to claim 73, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
75 |
The system according to claim 27, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
76 |
The system according to claim 19, further comprising a receiver for receiving a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
77 |
The system according to claim 76, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
81 |
The system according to claim 49, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
82 |
The system according to claim 42, further comprising a receiver for receiving a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
83 |
The system according to claim 82, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
87 |
The system according to claim 1, wherein the investment calculator comprises an adjuster for adjusting the investment value to amortize for at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
88 |
The system according to claim 87, wherein the at least one fee comprises at least one of a premium tax, a DAC tax, and a load.
|
Invalid (101)
Entry 411 Entry 396 |
91 |
The system according to claim 19, wherein the investment calculator comprises an adjuster for adjusting the investment value to amortize for at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
92 |
The system according to claim 91, wherein the at least one fee comprises at least one of a premium tax, a DAC tax, and a load.
|
Invalid (101)
Entry 411 Entry 396 |
93 |
The computer readable media according to claim 63, further controlling the computer to perform the step of calculating a targeted return for an upcoming time period, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
94 |
The computer readable media according to claim 63, further controlling the computer to perform the step of receiving a targeted return for an upcoming time period.
|
Invalid (101)
Entry 411 Entry 396 |
95 |
The computer readable media according to claim 94, wherein the targeted return is adjusted to amortize at least one initial fee.
|
Invalid (101)
Entry 411 Entry 396 |
Claim # | Claim Text | Outcome |
---|---|---|
9 |
A method for managing a life insurance policy on behalf of a policy holder, the method comprising the steps of: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying
view more
|
Invalid (101)
Entry 411 Entry 396 |
17 |
The method according to claim 9, wherein the steps of claim 9 are performed by a computer.
|
Invalid (101)
Entry 411 Entry 396 |
18 |
A computer readable media for controlling a computer to perform the steps of: generating a life insurance policy including a stable value protected investment with an initial value based on a value of underlying securities; calculating fee units
view more
|
Invalid (101)
Entry 411 Entry 396 |
28 |
A method for managing a life insurance policy, including a stable valve protected investment based on underlying securities, on behalf of a policy holder, the method comprising the steps of: (a) calculating surrender value protected investment
view more
|
Invalid (101)
Entry 411 Entry 396 |
37 |
The method as claimed in claim 28, wherein the steps (a) - (d) are performed by a computer.
|
Invalid (101)
Entry 411 Entry 396 |
-
Infringement
Accused Product | Patent # | Claim # | Outcome |
---|---|---|---|
Life insurance policy managing system | US 5,926,792 A |
9, 17, 18, 28, 37
|
No infringement
Entry 411
|
Life insurance policy managing system | US 7,249,037 B2 |
1, 8, 9, 17, 18, 19, 20, 21, 27, 28, 37, 42, 60, 63, 66, 67, 68, 72, 73, 74, 75, 76, 77, 81, 82, 83, 87, 88, 91, 92, 93, 94, 95
|
No infringement
Entry 411
|