Configuration of employee benefit plans
First Claim
1. A method comprising:
- creating a quote for providing a benefit; and
automatically determining a set of products that can be associated with the quote, wherein each product in the set of products satisfies a rule for associating the product with the quote.
1 Assignment
0 Petitions
Accused Products
Abstract
A method, system, and computer program product to create a quote for providing a benefit, such as an employee benefit of a group health insurance policy or a retirement plan. Products that can be associated with the quote are automatically determined using at least one rule for associating products with quotes. A product can be associated with the quote if the product satisfies the rules. Rules can require another product to be included with the product in the quote, require a given value for an attribute of the product, or require a relationship between the values of attributes of different products. Rules can also be added to specify how data for the products are presented in a display via a user interface. A user can use a configuration user interface to set up rules.
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Citations
34 Claims
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1. A method comprising:
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creating a quote for providing a benefit; and
automatically determining a set of products that can be associated with the quote, wherein each product in the set of products satisfies a rule for associating the product with the quote. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system comprising:
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creating means for creating a quote for providing a benefit; and
determining means for automatically determining a set of products that can be associated with the quote, wherein each product in the set of products satisfies a rule for associating the product with the quote. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18)
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19. A system comprising:
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a creating module to creating a quote for providing a benefit; and
a determining module to automatically determining a set of products that can be associated with the quote, wherein each product in the set of products satisfies a rule for associating the product with the quote. - View Dependent Claims (20, 21, 22, 23, 24, 25, 26)
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27. A computer program product comprising:
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creating instructions to create a quote for providing a benefit;
determining instructions to automatically determining a set of products that can be associated with the quote, wherein each product in the set of products satisfies a rule for associating the product with the quote; and
a computer-readable medium to store the creating instructions and the determining instructions. - View Dependent Claims (28, 29, 30, 31, 32, 33, 34)
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Specification