Techniques for arranging views and navigating in a web-centric insurance management system

• US 9,916,624 B2
• Filed: 09/23/2003
• Issued: 03/13/2018
• Est. Priority Date: 09/19/2003
• Status: Active Grant

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Oracle International Corporation (Oracle Corporation)
• Inventors: Hashim, Safaa H.
• Primary Examiner(s): Porter, Rachel L
• Application Number:
  US10/669,885
• Publication Number:
  US 20090083077A1
• Time in Patent Office: 5,285 Days
• Field of Search: 705 4, 707 3
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: H04L 63/20 for managing network security; network security policies in general filtering policies H04L63/0227
• CPC Class Codes: H04L 67/306 User profiles

Abstract

A scalable, adaptable, modular, and web-centric Insurance Back-Office System (IBOS) for serving the needs of carriers, agencies, agents, and service providers in the insurance industry is disclosed. The IBOS provides a framework for allowing web-centric collaboration among agents, agencies, carriers, and service providers, using applications that manage applicants, cases, and policies in an efficient and secure manner. The IBOS infrastructure is designed to facilitate the creation of a new application, module, tool, or view in a simplified manner. A multi-tiered framework of application, module, tool, and view facilitates ease of navigation for users.

Claims

1. A method for improving user navigation in a plurality of web-based applications implemented according to a multi-layer component architecture provided to participants in insurance-underwriting processes, each layer in the multi-layer component architecture serving as a container that groups one or more modular components associated with the layer below, a first level in the multi-layer component architecture providing a portal having a web-centric desktop visual metaphor, a second level including the plurality of web-based applications accessed via the portal, the method comprising:

receiving, at one or more computer systems, a request from one of a plurality of participants of an insurance-underwriting process to access at least one of the plurality of web-based applications;

obtaining, with one or more processors associated with the one or more computer systems, a plurality of factors of the one of the plurality of participants, the plurality of factors including a user identity and a user role of the one of the plurality of participants;

displaying, with the one or more processors associated with the one or more computer systems, a web-based application identified by the request according to the web-centric desktop visual metaphor of the portal using the plurality of factors of the one of the plurality of participants, wherein displaying the web-based application comprises;

displaying a toolbar according to the web-centric desktop visual metaphor of the portal indicating that the requested web-based application is currently employed, the toolbar having further comprising a visual representation for each of a plurality of business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors, wherein the visual representation for each of the plurality of business modules comprises a toolbar icon arranged within the toolbar to resemble an arrangement of desktop application icons within the application toolbar,

organizing a menu to indicate a menu item for each of a plurality of business logic tools grouped by a corresponding one of the plurality of business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors,

adapting a tool in focus portion to a corresponding business logic tool in a plurality of business logic tools that manage an entity stored in central data repository specified to the business logic tool, and

displaying a search tool;

receiving, at the one or more computer systems, an entity classifying a grouping of data obtained from the central data repository, the entity mapped to a selected one of the plurality of business logic tools associated with a selected one of the plurality of business modules; and

displaying, with the one or more processors associated with the one or more computer systems, at least one of a plurality of pages associated with the selected one of the plurality of business logic tools within the active business module tool portion with data associated with the retrieved entity.

2. The method of claim 1, wherein the one of the plurality of participants is an agent and wherein displaying the at least one of the plurality of pages comprises displaying a summary view providing an agent information summarizing cases the agent is handling, a list view providing the agent a list of cases the agent is handling, or a details view providing the agent case-specific information for cases the agent is handling.

3. The method of claim 1, wherein the plurality of participants are selected from a group consisting of:

insurance carriers, insurance agencies, insurance agents, and service providers.

4. The method of claim 1, wherein the plurality of participants is selected from a group consisting of:

agents and case managers.

5. The method of claim 1, wherein each of the plurality of business module of each of the plurality of web-based applications is adapted to allow the plurality of web-based applications to be scalable.

6. The method of claim 1, wherein at least one or more of the plurality of business modules of each of the plurality of web-based applications is configured to be purchased incrementally.

7. The method of claim 1, wherein each of the plurality of web-based applications includes:

a user profile business module for managing profiles of users of the web-based application;

a general administration business module for handling administrative tasks pertaining to the web-based application; and

a business module for accomplishing tasks related to insurance underwriting or management.

8. The method of claim 1, wherein the plurality of business logic tools of each of the plurality of business modules of each of the plurality of web-based applications comprises at least one generic tool and at least one entity-specific tool, said at least one entity-specific tool being accessible by a subset of the participants to whom said at least one generic tool is accessible.

9. The method of claim 1, wherein the plurality of factors of the one of the plurality of participants further comprises:

context information regarding a context in which the participant seeks access to the data obtained from the central data repository.

10. A system for multi-layer component architecture provided to participants in insurance-underwriting processes, each layer in the multi-layer component architecture serving as a container that groups one or more modular components associated with the layer below, a first level in the multi-layer component architecture providing a portal having a web-centric desktop visual metaphor, a second level including the plurality of web-based applications accessed via the portal, the system comprising:

a hardware processor; and

a non-transitory memory storing a set of instructions which when executed by the processor configure the processor to;

receive a request from one of a plurality of participants of an insurance-underwriting process to access at least one of the plurality of web-based applications;

obtain a plurality of factors of the one of the plurality of participants, the plurality of factors including a user identity and a user role of the one of the plurality of participants;

display a web-based application identified by the request according to the web-centric desktop visual metaphor of the portal using the plurality of factors of the one of the plurality of participants, wherein displaying the web-based application comprises;

displaying a toolbar according to the web-centric desktop visual metaphor of the portal indicating that the requested web-based application is currently employed, the toolbar further comprising a visual representation for each of a plurality of business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors, wherein the visual representation for each of the plurality of business modules comprises a toolbar icon arranged within the toolbar to resemble an arrangement of desktop application icons within the application toolbar,

organizing a menu to indicate a menu item for each of a plurality of business logic tools grouped by a corresponding one of the of pluggable business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors,

adapting a tool in focus portion to a corresponding business logic tool in a plurality of business logic tools that manage an entity stored in central data repository specified to the business logic tool, and

displaying a search tool;

receive an entity classifying a grouping of data obtained from the central data repository, the entity mapped to a selected one of the plurality of business logic tools associated with a selected one of the plurality of business modules; and

display at least one of a plurality of pages associated with the selected one of the plurality of business logic tools within the active business module tool portion with data associated with the retrieved entity.

11. The system of claim 10, wherein the one of the plurality of participants is an agent and wherein, to display the at least one of the plurality of pages the set of instructions cause the processor to display a summary view providing an agent information summarizing cases the agent is handling, a list view providing the agent a list of cases the agent is handling, or a details view providing the agent case-specific information for cases the agent is handling.

12. The system of claim 10, wherein the plurality of participants are selected from a group consisting of:

insurance carriers, insurance agencies, insurance agents, and service providers.

13. The system of claim 10, wherein the plurality of participants is selected from a group consisting of:

agents and case managers.

14. The system of claim 10, wherein each of the plurality of business module of each of the plurality of web-based applications is adapted to allow the plurality of web-based applications to be scalable.

15. The system of claim 10, wherein at least one or more of the plurality of business modules of each of the plurality of web-based applications is configured to be purchased incrementally.

16. The system of claim 10, wherein each of the plurality of web-based applications includes:

a user profile business module for managing profiles of users of the web-based application;

a general administration business module for handling administrative tasks pertaining to the web-based application; and

a business module for accomplishing tasks related to insurance underwriting or management.

17. The system of claim 10, wherein the plurality of business logic tools of each of the plurality of business modules of each of the plurality of web-based applications comprises at least one generic tool and at least one entity-specific tool, said at least one entity-specific tool being accessible by a subset of the participants to whom said at least one generic tool is accessible.

18. The system of claim 10, wherein the plurality of factors of the one of the plurality of participants further comprises:

context information regarding a context in which the participant seeks access to the data obtained from the central data repository.

19. A non-transitory computer-readable medium storing code executable by one or more processors associated with one or more computer systems for improving user navigation in a plurality of web-based applications implemented according to a multi-layer component architecture provided to participants in insurance-underwriting processes, each layer in the multi-layer component architecture serving as a container that groups one or more modular components associated with the layer below, a first level in the multi-layer component architecture providing a portal having a web-centric desktop visual metaphor, a second level including the plurality of web-based applications accessed via the portal, the non-transitory computer-readable medium comprising:

code that cause the one or more processors to receive a request from one of a plurality of participants of an insurance-underwriting process to access at least one of the plurality of web-based applications;

code that cause the one or more processors to obtain a plurality of factors of the one of the plurality of participants, the plurality of factors including a user identity and user role of the one of the plurality of participants;

code that cause the one or more processors to display a web-based application identified by the request according to the web-centric desktop visual metaphor of the portal using the plurality of factors of the one of the plurality of participants, wherein displaying the web-based application comprises;

displaying a toolbar adopted from the web-centric desktop visual metaphor of the portal indicating that the requested web-based application is currently employed, the toolbar further comprising a visual representation for each of a plurality of business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors, wherein the visual representation for each of the plurality of business modules comprises a toolbar icon arranged within the toolbar to resemble an arrangement of desktop application icons within the application toolbar,

organizing a menu to indicate a menu item for each of a plurality of business logic tools grouped by a corresponding one of the plurality of business modules grouped by the web-based application that are available to the one of the plurality of participants according to the plurality of factors,

adapting a tool in focus portion to a corresponding business logic tool in a plurality of business logic tools that manage an entity stored in central data repository specified to the business logic tool, and

displaying a search tool;

code that cause the one or more processors to receive an entity classifying a grouping of data obtained from the central data repository, the entity mapped to a selected one of the plurality of business logic tools associated with a selected one of the plurality of business modules; and

code that cause the one or more processors to display at least one of a plurality of pages associated with the selected one of the plurality of business logic tools within the active business module tool portion with data associated with the retrieved entity.

20. The non-transitory computer-readable medium of claim 19, wherein the one of the plurality of participants is an agent and wherein the code that cause the one or more processors to display the least one of the plurality of pages comprises code that cause the one or more processors to display a summary view providing an agent information summarizing cases the agent is handling, code that cause the one or more processors to display a list view providing the agent a list of cases the agent is handling, or code that cause the one or more processors to display a details view providing the agent case-specific information for cases the agent is handling.

21. The non-transitory computer-readable medium of claim 19, wherein the plurality of participants are selected from a group consisting of:

insurance carriers, insurance agencies, insurance agents, and service providers.

22. The non-transitory computer-readable medium of claim 19, wherein the plurality of participants is selected from a group consisting of:

agents and case managers.

23. The non-transitory computer-readable medium of claim 19, wherein each of the plurality of business module of each of the plurality of web-based applications is adapted to allow the plurality of web-based applications to be scalable.

24. The non-transitory computer-readable medium of claim 19, wherein at least one or more of the plurality of business modules of each of the plurality of web-based applications is configured to be purchased incrementally.

25. The non-transitory computer-readable medium of claim 19, wherein each of the plurality of web-based applications includes:

a user profile business module for managing profiles of users of the web-based application;

a general administration business module for handling administrative tasks pertaining to the web-based application; and

a business module for accomplishing tasks related to insurance underwriting or management.

26. The non-transitory computer-readable medium of claim 19, wherein the plurality of business logic tools of each of the plurality of business modules of each of the plurality of web-based applications comprises at least one generic tool and at least one entity-specific tool, said at least one entity-specific tool being accessible by a subset of the participants to whom said at least one generic tool is accessible.

27. The non-transitory computer-readable medium of claim 19, wherein the plurality of factors of the one of the plurality of participants further comprises:

context information regarding a context in which the participant seeks access to the data obtained from the central data repository.