Method and apparatus for generating a proposal response

• US 5,802,493 A
• Filed: 12/07/1994
• Issued: 09/01/1998
• Est. Priority Date: 12/07/1994
• Status: Expired due to Fees

• Current Assignee: Aetna Life Insurance Company (CVS Health Corporation)
• Original Assignee: Aetna Life Insurance Company (CVS Health Corporation)
• Inventors: Goldman, Robert, Pincavage, Carole A., Murgo, Joseph L., Wildeman, Marion A., Aleguas, Salvador III, Gregory, Jill Matus, Jordan, Pamela Lane, Sheflott, Leonard J., Cipriani, Anthony
• Primary Examiner(s): Hayes, Gail O.
• Assistant Examiner(s): HUGHET, WILLIAM N
• Application Number:
  US08/350,949
• Time in Patent Office: 1,364 Days
• Field of Search: 395/201, 395/793, 395/759, 395/604, 395/615
• US Class Current: 705/1.1
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor

Abstract

A system for generating a document in response to a request for information has the capability of receiving scanned documents that have a series of questions. The present invention has databases of questions and associated answers. A respondent prepares the subject questions for a searching procedure by editing and assigning each question with a number and labels the same with given input parameters. The system searches the question database for a question which exactly matches the subject question or is a like match in that it is similar in text or input parameter value. The system compares each received question with stored questions and return similarly worded questions in accordance with a predetermined match threshold. The respondent may then select an answer associated with the subject question for inclusion in the response document. The present system is also characterized by a maintenance apparatus that allows for systematic upkeep of question and answer databases.

Claims

1. A method for generating a response document prepared in reply to a request for product information, said request including a plurality of questions, the method comprising the steps of:

receiving signals indicative of the questions in a text form;

formatting said question text signals into a corresponding plurality of individual questions;

assigning each of said individual formatted question signals identifier signals;

associating with said formatted question signals, signals indicative of values of associated input parameters;

searching a database having stored therein signals corresponding to a plurality of stored questions, each of said stored questions having associated therewith input parameter signals, said stored questions further being associated with signals corresponding to at least one answer stored on an answer database;

returning signals corresponding to a one of said stored questions having text or input parameter signal values that matches a one of said subject question text or said corresponding input parameter signal values;

selecting one of said stored answer signal values associated with said returned question;

associating each of said subject question signal values with the corresponding one of said selected answer signal values;

assembling said response document so that each of said subject questions and said corresponding answers are located in proximity with one another; and

outputting said response document.

2. The method of claim 1 further comprising the steps of:

assigning each of said input parameters and said subject question text a weighting signal value;

a evaluating said subject matter question signal values with a stored question signal values and returning as a match only those stored question signal values having a weight equal to or an excess of a threshold weight value.

3. The method of claim 2 wherein said threshold corresponds to at least 75% identity of said text signal values.

4. The method of claim 1 further comprising the step of interactively searching said question database.

5. The method of claim 1 further comprising the step of searching said answer database directly and returning signals corresponding to a one of said stored answers having text or input parameter signal values that matches a one of said subject question text or said corresponding input parameter signal values.

6. The method of claim 1 further comprising the steps of maintaining said question and answer databases including the steps of

generating, for each of said stored questions, signals corresponding to a text file identifying values of said input parameters for said question;

generating, for each of said stored answers, signals corresponding to a text file identifying values of said input parameters for said answer;

copying said input parameter text files for each of said questions and associated answers to a storage device; and

converting a copy of said question and said answer input parameter text files to a combined document file.

11. The method of claim 1 further comprising the steps of

generating signals indicative of a status of each of said questions and answers;

interrogating said question and answer databases for a select one of said questions or answers;

generating signals corresponding to a work copy of said selected question or answer, including signals corresponding to text and attribute values;

retrieving, for said selected question, signals corresponding to an answer associated with said selected question;

retrieving, for selected answer, signals corresponding to all questions associated with said selected answer;

editing said text or a value of said attributes, producing edited work copy signals;

replace said question or answer database signals corresponding to said question or answer with said edited work copy signals; and

generating signals indicative of a changed question or answer status.

12. The method of claim 11 wherein said status signals further comprise signals indicative of:

(1) closed--a question and answer were found in the database;

(2) send new question--an answer was found but the exact question was not found in the database and has been forwarded to database maintenance;

(3) send new answer--a question and answer were found with other attributes and new answer has been forwarded to database maintenance;

(4) send new Q/A pair--neither question or answer were not found in the database and have been forwarded to the database maintenance;

(5) send revised answer--an answer was found that needs modifications and has been forwarded to the database maintenance;

(6) send revised attributes--an answer was found that needs modification to its attributes and has been forwarded to database maintenance;

(7) pending--question for which an answer has been "used" but has not yet been closed;

(8) referred--a question that was referred to an subject matter expert for answering;

(9) NAQ--a question that is prospect or site specific or requires a table, standard exhibit or illustration as an answer.

13. The method of claim 12 further comprising the steps of monitoring the question and answer databases, including the steps of;

establishing an initial question and answer status;

querying the question and answer databases in accordance with signals indicative of a question and answer threshold date and subject matter expert status;

creating signals associated with said monitored questions and answers indicative of subject matter expert status;

removing from said question and answer databases questions and answers which have been retained therein beyond said threshold date; and

generating report signals indicative of the status of said monitored questions and answers as compared the threshold date and subject matter expert status.

14. The method of claim 13 further comprising the steps of generating status signals indicative of legal review.

7. A system for generating a response document prepared in reply to a request for product information, said request including a plurality of questions, the system comprising:

a means for receiving signals indicative of the questions in a text form;

a means for formatting said question text signals into a corresponding plurality of individual questions;

a means for assigning each of said individual formatted question signals identifier signals;

a means for associating with said formatted question signals, signals indicative of values of associated input parameters;

a means for searching a database having stored therein signals corresponding to a plurality of stored questions, each of said stored questions having associated therewith input parameter signals, said stored questions further being associated with signals corresponding to at least one answer stored on an answer database;

a means for returning signals corresponding to a one of said stored questions having text or input parameter signal values that matches a one of said subject question text or said corresponding input parameter signal values;

a means for selecting a one of said stored answer signal values associated with said returned question;

a means for associating each of said subject question signal values with the corresponding one of said selected answer signal values;

a means for assembling said response document so that each of said subject questions and said corresponding answers are located in proximity with one another; and

a means for outputting said response document.

8. The apparatus of claim 7 further comprising a means for of maintaining said question and answer databases including:

means for generating, for each of said stored questions, signals corresponding to a text file identifying values of said input parameters for said question;

means for generating, for each of said stored answers, signals corresponding to a text file identifying values of said input parameters for said answer;

means for copying said input parameter text files for each of said questions and associated answers to a storage device; and

means for converting a copy of said question and answer input parameter text files file to a combined document file.

9. The apparatus of claim 7 further comprising:

a word processor means for receiving electrical signal equivalents of the subject questions;

a database retrieval means for retrieving questions and answers from said question and answer databases; and

a text searching means for comparing said subject question text with text of said retrieved questions and answers and returning selected ones of said questions and answers in dependence on a preselected threshold match of said text and said input parameters between said subject question and said stored questions.

10. The apparatus of claim 7 further comprising a controller receiving control signals from said input device and generating therefrom signals corresponding to a selected one of said returned questions and thereafter pasting a copy of an answer associated with said returned question in said response document.