Online life insurance document management service

• US 7,860,735 B2
• Filed: 04/22/2008
• Issued: 12/28/2010
• Est. Priority Date: 04/22/2008
• Status: Expired due to Fees

• Current Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Original Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Inventors: Evanitsky, Eugene S.
• Primary Examiner(s): Patel; Jagdish N
• Assistant Examiner(s): CHANDLER, SARA M
• Application Number:
  US12/107,418
• Publication Number:
  US 20090265191A1
• Time in Patent Office: 980 Days
• Field of Search: 705/4
• US Class Current: 705/4
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

An online life insurance document management service includes a host server having a web-based interface adapted to facilitate secure customer access to the host server. The host server is configured to receive life insurance data communicated from the customer through use of a computing device. A processing module is in operative communication with the host server and is configured to process the life insurance data communicated from the customer. A processing software application is trained to classify the processed life insurance data and selectively extract data therefrom based on the classification. The processing software application is configured to selectively present the processed life insurance data for a customer verification via the web-based interface upon at least one of an unsuccessful classification and an unsuccessful extraction of data. A storage device is in operative communication with the processing module and is configured to store the extracted data as metadata upon at least one of the customer verification and the extraction of data. A content management software application is configured to detect at least one of a customer request and at least one triggering condition. The content management software application generates at least one report based on the detection of at least one of the customer request and the at least one triggering condition.

Claims

1. An online life insurance document management service system comprising:

a host server having a web-based interface configured to facilitate secure customer access to the host server, the host server configured to receive life insurance data communicated from the customer via the web-based interface through use of a computing device;

a processor in operative communication with the host server and configured to process the life insurance data communicated from the customer;

said processor having a processing software application, said processing software application when executed by the processor is configured to;

classify the processed life insurance data;

selectively extract data from the processed life insurance data based on the classification; and

selectively present the processed life insurance data for a customer verification via the web-based interface upon at least one of an unsuccessful classification and an unsuccessful extraction of data;

a storage device in operative communication with the processor and configured to store the extracted data as metadata upon at least one of the customer verification and the extraction of data; and

said processor having a content management software application, said content management software application when executed by the processor is configured to;

detect at least one triggering condition caused by a material change to the stored metadata; and

generate at least one report corresponding to the stored metadata in response to request and the detection of the at least one triggering condition.

2. An online life insurance document management service system according to claim 1, further including a printing system in operative communication with the processing module and configured to print the at least one report generated by the content management software application.

3. An online life insurance document management service system according to claim 1, further including an authentication module in operative communication with the host server and configured to authenticate access to the host server through the web-based interface.

4. An online life insurance document management service system according to claim 1, further comprising a web-based software application configured to automatically retrieve updated life insurance information corresponding to the stored life insurance data.

5. An online life insurance document management service system according to claim 1, wherein the processing module employs an optical character recognition application to extract the data from the processed life insurance data.

6. An online life insurance document management service system according to claim 1, wherein the at least one report is at least one of an email and a printed hard-copy.

7. An online life insurance document management service system according to claim 1, wherein the processing software application is cumulatively trained to subsequently classify the processed life insurance data successfully upon the customer verification thereof.

8. An online life insurance document management service system according to claim 1, wherein the life insurance data stored in the storage device is configured to facilitate successful classification of life insurance documents corresponding thereto.

9. An online life insurance document management service system according to claim 1, wherein the content management software application is provided as a software-as-a-service application.

10. An online life insurance document management service system according to claim 1, wherein the processor is further configured to process a customer request for information corresponding to the stored metadata and received by the host server via the web-based interface, wherein the content management software application is configured to process the stored metadata and generate at least one report corresponding to the stored metadata in response to the processed customer request.