Method and system for automating insurance processes
First Claim
Patent Images
1. A computer-aided method for managing a web-enabled collaborative insurance process, comprising the activities of:
- for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display.
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Abstract
A method is disclosed for creating a customized folder structure for a web-enabled collaborative insurance process. The method includes, for each of a plurality of users, automatically creating a plurality of standardized folders consistent with a role of the user in a web-enabled collaborative insurance process. The method also includes, automatically hierarchically organizing the plurality of standardized folders into a folder structure and providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized folders.
80 Citations
176 Claims
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1. A computer-aided method for managing a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display. - View Dependent Claims (2)
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3. A method for operating a networked computer system to manage a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a computerized collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display.
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4. A method for operating at least one information device having a processor, a memory containing instructions, an input device, an output device, and a network interface, the at least one information device attachable to a network, to manage a web-enabled collaborative insurance process, the method comprising the activities of:
for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display.
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5. A computer-readable medium containing instructions for activities comprising:
for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display.
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6. An information device comprising:
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a processor, a memory containing a plurality of instructions, an input device, an output device, and a network interface, said information device attachable to a network to manage a web-enabled collaborative insurance process, said instructions related to activities including;
for each of a plurality of insurance transactions, for each of a plurality of users, automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
receiving the insurance data entry template with data in each of the plurality of fields;
automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
representing the insurance transaction as a hyperlinked line item on a computer display.
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7. A computer-based system for managing a web-enabled collaborative insurance process, comprising:
for each of a plurality of insurance transactions, for each of a plurality of users, means for automatically creating a plurality of standardized computer document folders consistent with a role of the user in a web-enabled collaborative insurance process;
means for automatically hierarchically organizing the plurality of standardized computer document folders into a folder structure; and
means for providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized computer document folders;
means for providing an insurance data entry template having a plurality of fields that meet an insurance industry standard for the computerized submission of exposure information; and
means for receiving the insurance data entry template with data in each of the plurality of fields;
means for automatically creating a computer-based insurance quotation request based on the insurance data entry template and having a message and a document containing insurance requirements and exposure information;
means for simultaneously sending by e-mail a hyperlink to the computer-based insurance quotation request to a plurality of insurers; and
means for representing the insurance transaction as a hyperlinked line item on a computer display.
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8. A computer-aided method for creating a customized folder structure for a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically creating a plurality of standardized folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized folders into a folder structure; and
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized folders, and automatically providing a non-repudiatable audit trail for each insurance transaction associated with the folder structure, the audit trail comprising a visual indicator of a time and a user identity for each user'"'"'s access of each document and message. - View Dependent Claims (9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41)
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42. A method for operating a networked computer system to create a customized folder structure for a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically creating a plurality of standardized folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized folders into a folder structure;
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized folders, and automatically providing a non- repudiatable audit trail for each insurance transaction associated with the folder structure, the audit trail comprising a visual indicator of a time and a user identity for each user'"'"'s access of each document and message.
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43. A computer-readable medium containing instructions for activities comprising:
for each of a plurality of users, automatically creating a plurality of standardized folders consistent with a role of a user in a web-enabled collaborative insurance process;
automatically hierarchically organizing the plurality of standardized folders into a folder structure;
providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized folders, and automatically providing a non-repudiatable audit trail for each insurance transaction associated with the folder structure, the audit trail comprising a visual indicator of a time and a user identity for each user'"'"'s access of each document and message.
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44. A computer-based system for creating a customized folder structure for a web-enabled collaborative insurance process, comprising:
for each of a plurality of users, means for automatically creating a plurality of standardized folders consistent with a role of the user in a web-enabled collaborative insurance process;
means for automatically hierarchically organizing the plurality of standardized folders into a folder structure;
means for providing the user with access via a networked computer to the user'"'"'s hierarchically organized folder structure and plurality of standardized folders, and means for automatically providing a non-repudiatable audit trail for each insurance transaction associated with the folder structure, the audit trail comprising a visual indicator of a time and a user identity for each user'"'"'s access of each document and message.
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45. A computer-aided method for providing access to a plurality of documents to a plurality of collaborators in a web-enabled collaborative insurance process, comprising the activities of:
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acquiring at a computer readable medium an identification of a client from a user;
obtaining at the computer readable medium an indication of the plurality of collaborators; and
receiving at the computer readable medium an denotation of access rights for each collaborator from the plurality of collaborators, and automatically providing a non-repudiatable audit trail for an insurance transaction, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of each document and message associated with the insurance transaction. - View Dependent Claims (46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56)
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57. A method for operating a networked computer system to provide access to a plurality of documents to a plurality of collaborators in a web-enabled collaborative insurance process, comprising the activities of:
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acquiring at a computer readable medium an identification of a client from a user;
obtaining at the computer readable medium an indication of the plurality of collaborators;
receiving at the computer readable medium an denotation of access rights for each collaborator from the plurality of collaborators, and automatically providing a non-repudiatable audit trail for an insurance transaction, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of each document and message associated with the insurance transaction.
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58. A computer-readable medium containing instructions for activities comprising:
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acquiring at the computer readable medium an identification of a client from a user;
obtaining at the computer readable medium an indication of a plurality of collaborators;
receiving at the computer readable medium an denotation of access rights for each collaborator from the plurality of collaborators, and automatically providing a non-repudiatable audit trail for an insurance transaction, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of each document and message associated with the insurance transaction.
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59. A computer-based system for providing access to a plurality of documents to a plurality of collaborators in a web-enabled collaborative insurance process, comprising:
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means for acquiring at a computer readable medium an identification of a client from a user;
means for obtaining at the computer readable medium an indication of the plurality of collaborators;
means for receiving at the computer readable medium an denotation of access rights for each collaborator from the plurality of collaborators, and means for automatically providing a non-repudiatable audit trail for an insurance transaction, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of each document and message associated with the insurance transaction.
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60. A computer-aided method for processing insurance exposure information in a web-enabled collaborative insurance process, comprising the activities of:
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conditional upon a type of insurance transaction, providing to a first collaborator from a plurality of collaborators an e-mail containing a hyperlink which when activated provides an insurance data entry template having a plurality of fields that meet an insurance industry standard for submission of exposure information, and receiving the insurance data entry template with data in each of the plurality of fields updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each of the plurality of collaborator'"'"'s access of the template. - View Dependent Claims (61, 62, 63, 64, 65, 66)
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67. A method for operating a networked computer system to process insurance exposure information in a web-enabled collaborative insurance process, comprising the activities of:
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conditional upon a type of insurance transaction, providing to a first collaborator from a plurality of collaborators an e-mail containing a hyperlink which when activated provides an insurance data entry template having a plurality of fields that meet an insurance industry standard for submission of exposure information, receiving the insurance data entry template with data in each of the plurality of fields, and updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each of the plurality of collaborator'"'"'s access of the template.
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68. A computer-readable medium containing instructions for activities comprising:
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conditional upon a type of insurance transaction, providing to a first collaborator from a plurality of collaborators an e-mail containing a hyperlink which when activated provides an insurance data entry template having a plurality of fields that meet an insurance industry standard for submission of exposure information, receiving the insurance data entry template with data in each of the plurality of fields, and updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each of the plurality of collaborator'"'"'s access of the template.
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69. A computer-based system for processing insurance exposure information in a web-enabled collaborative insurance process, comprising:
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conditional upon a type of insurance transaction, means for providing to first collaborator from a plurality of collaborators an e-mail containing a hyperlink which when activated provides an insurance data entry template having a plurality of fields that meet an insurance industry standard for submission of exposure information, means for receiving the insurance data entry template with data in each of the plurality of fields, and means for updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each of the plurality of collaborator'"'"'s access of the template.
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70. A computer-aided method for processing insurance exposure information in a web-enabled collaborative insurance process, comprising the activities of:
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receiving from a user an insurance data entry template with data in each of a plurality of fields;
enabling the user to authorize publication of the template and data to a community of collaborators in a web-enabled collaborative insurance process, and automatically providing a non-repudiatable audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of the template or data. - View Dependent Claims (71, 72, 73, 74, 75, 76)
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77. A method for operating a networked computer system to process insurance exposure information in a web-enabled collaborative insurance process, comprising the activities of:
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receiving from a user an insurance data entry template with data in each of a plurality of fields;
enabling the user to authorize publication of the template and data to a community of collaborators in a web-enabled collaborative insurance process, and automatically providing a non-repudiatable audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of the template or data.
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78. A computer-readable medium containing instructions for activities comprising:
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receiving from a user an insurance data entry template with data in each of a plurality of fields;
enabling the user to authorize publication of the template and data to a community of collaborators in a web-enabled collaborative insurance process, and automatically providing a non-repudiatable audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of the template or data.
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79. A computer-based system for processing insurance exposure information in a web-enabled collaborative insurance process, comprising the activities of:
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means for receiving from a user an insurance data entry template with data in each of a plurality of fields;
means for enabling the user to authorize publication of the template and data to a community of collaborators in a web-enabled collaborative insurance process, and means for automatically providing a non-repudiatable audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of the template or data.
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80. A computer-aided method for structuring an insurance transaction in a web-enabled collaborative insurance process, comprising the activities of:
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receiving from a user an indication of a client, a plurality of potential insurers, and a submission;
obtaining from the user insurance requirements and exposure information;
automatically providing to the plurality of potential insurers an e-mail containing a hyperlink which when activated provides the submission, the insurance requirements, and the exposure information; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for any of the potential insurer'"'"'s access of the submission, the insurance requirements, or the exposure information.
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81. A method for operating a networked computer system to structure an insurance transaction in a web-enabled collaborative insurance process, comprising the activities of:
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receiving from a user an indication of a client, a plurality of potential insurers, and a submission;
obtaining from the user insurance requirements and exposure information; and
automatically providing to the plurality of potential insurers an e-mail containing a hyperlink which when activated provides the submission, the insurance requirements, and the exposure information; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for any of the potential insurer'"'"'s access of the submission, the insurance requirements, or the exposure information.
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82. A computer-readable medium containing instructions for activities comprising:
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receiving from a user an indication of a client, a plurality of potential insurers, and a submission;
obtaining from the user insurance requirements and exposure information; and
automatically providing to the plurality of potential insurers an e-mail containing a hyperlink which when activated provides the submission, the insurance requirements, and the exposure information; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for any of the potential insurer'"'"'s access of the submission, the insurance requirements, or the exposure information.
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83. A computer-based system for structuring an insurance transaction in a web-enabled collaborative insurance process, comprising the activities of:
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means for receiving from a user an indication of a client, a plurality of potential insurers, and a submission;
means for obtaining from the user insurance requirements and exposure information; and
means for automatically providing to the plurality of potential insurers an e-mail containing a hyperlink which when activated provides the submission, the insurance requirements, and the exposure information; and
means for updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for any of the potential insurer'"'"'s access of the submission, the insurance requirements, or the exposure information.
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84. A computer-aided method for preparing a insurance quotation request, comprising the activities of:
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automatically creating an electronic submission having a message and a document containing insurance requirements and exposure information;
simultaneously sending to a plurality of insurers an e-mail containing a hyperlink which when activated provides the electronic submission; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for each of the plurality of insurer'"'"'s access of the submission. - View Dependent Claims (85, 86, 87, 88, 89, 90, 91, 92, 93, 94, 95, 96, 97, 98, 99, 100, 101, 102, 103, 104, 105, 106)
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107. A method for operating a networked computer system to prepare a insurance quotation request, comprising the activities of:
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automatically creating an electronic submission having a message and a document containing insurance requirements and exposure information;
simultaneously sending to a plurality of insurers an e-mail containing a hyperlink which when activated provides the electronic submission; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for each of the plurality of insurer'"'"'s access of the submission.
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108. A computer-readable medium containing instructions for activities comprising:
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automatically creating an electronic submission having a message and a document containing insurance requirements and exposure information;
simultaneously sending to a plurality of insurers an e-mail containing a hyperlink which when activated provides the electronic submission; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for each of the plurality of insurer'"'"'s access of the submission.
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109. A computer-based system for preparing a insurance quotation request, comprising the activities of:
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means for automatically creating an electronic submission having a message and a document containing insurance requirements and exposure information; and
means for simultaneously sending to a plurality of insurers an e-mail containing a hyperlink which when activated provides the electronic submission; and
means for updating an audit trail, the audit trail comprising a visual indicator of a time and an insurer identity for each of the plurality of insurer'"'"'s access of the submission.
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110. A computer-aided method for electronically rendering a plurality of insurance transactions, comprising the activities of:
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representing each insurance transaction from the plurality of insurance transactions as a line item on an electronic display; and
hyperlinking each represented insurance transaction to a plurality of related messages and documents; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an user identity for each of a plurality of user'"'"'s access of any of the plurality of related messages or documents. - View Dependent Claims (111, 112, 113, 114, 115, 116, 117, 118, 119)
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120. A method for operating a networked computer system to electronically render a plurality of insurance transactions, comprising the activities of:
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representing each insurance transaction from the plurality of insurance transactions as a line item on an electronic display; and
hyperlinking each represented insurance transaction to a plurality of related messages and documents; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an user identity for each of a plurality of user'"'"'s access of any of the plurality of related messages or documents.
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121. A computer-readable medium containing instructions for activities comprising:
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representing each insurance transaction from a plurality of insurance transactions as a line item on an electronic display; and
hyperlinking each represented insurance transaction to a plurality of related messages and documents; and
updating an audit trail, the audit trail comprising a visual indicator of a time and an user identity for each of a plurality of user'"'"'s access of any of the plurality of related messages or documents.
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122. A computer-based system for electronically rendering a plurality of insurance transactions, comprising the activities of:
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means for representing each insurance transaction from the plurality of insurance transactions as a line item on an electronic display; and
means for hyperlinking each represented insurance transaction to a plurality of related messages and documents; and
means for updating an audit trail, the audit trail comprising a visual indicator of a time and an user identity for each of a plurality of user'"'"'s access of any of the plurality of related messages or documents.
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123. A computer-aided method for filing electronic messages in a web-enabled collaborative insurance process, comprising the activities of:
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automatically locating an electronic message hierarchy associated with an insurance transaction, the message hierarchy containing a plurality of electronic messages;
automatically determining an appropriate location in the message hierarchy for a new electronic message;
automatically placing the electronic message in the appropriate location; and
automatically updating a non-repudiatable audit trail associated with the transaction, the audit trail comprising a visual indicator of a time and a user identity for each access of each of the plurality of electronic messages, to reflect an addition of the new electronic message to the message hierarchy. - View Dependent Claims (124, 125, 126, 127, 128, 129, 130)
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131. A method for operating a networked computer system to file electronic messages in a web-enabled collaborative insurance process, comprising the activities of:
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automatically locating an electronic message hierarchy associated with an insurance transaction, the message hierarchy containing a plurality of electronic messages;
automatically determining an appropriate location in the message hierarchy for a new electronic message; and
automatically placing the electronic message in the appropriate location; and
automatically updating a non-repudiatable audit trail associated with the transaction, the audit trail comprising a visual indicator of a time and a user identity for each access of each of the plurality of electronic messages, to reflect an addition of the new electronic message to the message hierarchy.
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132. A computer-readable medium containing instructions for activities comprising:
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automatically locating an electronic message hierarchy associated with an insurance transaction, the message hierarchy containing a plurality of electronic messages;
automatically determining an appropriate location in the message hierarchy for a new electronic message; and
automatically placing the electronic message in the appropriate location; and
automatically updating a non-repudiatable audit trail associated with the transaction, the audit trail comprising a visual indicator of a time and a user identity for each access of each of the plurality of electronic messages, to reflect an addition of the electronic message to the message hierarchy.
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133. A computer-based system for filing electronic messages in a web-enabled collaborative insurance process, comprising the activities of:
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means for automatically locating an electronic message hierarchy associated with an insurance transaction, the message hierarchy containing a plurality of electronic messages;
means for automatically determining an appropriate location in the message hierarchy for a new electronic message; and
means for automatically placing the electronic message in the appropriate location; and
means for automatically updating a non-repudiatable audit trail associated with the transaction, the audit trail comprising a visual indicator of a time and a user identity for each access of each of the plurality of electronic messages, to reflect an addition of the new electronic message to the message hierarchy.
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134. A computer-aided method for tracking activities in a web-enabled collaborative insurance process, comprising the activities of:
for each non-repudiatable archive associated with the web-enabled collaborative insurance process, the archive comprising a visual indicator of a time and a user identity for each access of each of a plurality of electronic messages and documents, obtaining a client, policy year, and transaction associated with the archive;
automatically maintaining a version history of each of the plurality of messages and documents of the archive; and
automatically relating the archive with a location in an archive hierarchy associated with the client;
policy year, and transaction.- View Dependent Claims (135, 136, 137, 138, 139)
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140. A method for operating a networked computer system to track activities in a web-enabled collaborative insurance process, comprising the activities of:
for each non-repudiatable archive associated with the web-enabled collaborative insurance process, the archive comprising a visual indicator of a time and a user identity for each access of each of a plurality of electronic messages and documents, obtaining a client, policy year, and transaction associated with the archive;
automatically maintaining a version history of each of the plurality of messages and documents of the archive; and
automatically relating the archive with a location in an archive hierarchy associated with the client;
policy year, and transaction.
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141. A computer-readable medium containing instructions for activities comprising:
for each non-repudiatable archive associated with a web-enabled collaborative insurance process, the archive comprising a visual indicator of a time and a user identity for each access of each of a plurality of electronic messages and documents, obtaining a client, policy year, and transaction associated with the archive;
automatically maintaining a version history of each of the plurality of messages and documents of the archive; and
automatically relating the archive with a location in an archive hierarchy associated with the client;
policy year, and transaction.
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142. A computer-based system for tracking activities in a web-enabled collaborative insurance process, comprising the activities of:
for each non-repudiatable archive associated with the web-enabled collaborative insurance process, the archive comprising a visual indicator of a time and a user identity for each access of each of a plurality of electronic messages and documents, means for obtaining a client, policy year, and transaction associated with the archive;
means for automatically maintaining a version history of each of the plurality of messages and documents of the archive; and
means for automatically relating the archive with a location in an archive hierarchy associated with the client;
policy year, and transaction.
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143. A computer-aided method for managing a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of insurance transactions, and for each of a plurality of users, automatically creating a plurality of standardized computer information folders consistent with a role of the user in a web-enabled collaborative insurance process, said standardized computer information folders containing at least two of documents, messages, and structured data;
providing the user with access to the user'"'"'s plurality of standardized computer information folders via a hyperlink in an e-mail message displayed to the user on a networked computer; and
automatically updating an audit trail, the audit trail comprising a visual indicator of a time and a user identity for each access of any of the documents, messages, and structured data.
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144. A computer-aided method for providing access to a plurality of documents, messages, and structured data to a plurality of collaborators in a web-enabled collaborative insurance process, comprising the activities of:
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obtaining at a computer readable medium an indication of the plurality of collaborators in the web-enabled collaborative insurance process;
notifying via e-mail each collaborator from the plurality of collaborators of an access available to that collaborator, the e-mail including a hyperlink activatable to access the plurality of documents, messages, and structured data; and
automatically updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the documents, messages, and structured data. - View Dependent Claims (145)
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146. A computer-aided method for providing access to a plurality of documents, messages, and structured data to a collaborator in a web-enabled collaborative insurance process, comprising the activities of:
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obtaining at a computer readable medium an indication of the collaborator in the web-enabled collaborative insurance process; and
notifying the collaborator via e-mail of an access available to the collaborator, the e-mail including a hyperlink activatable to access the plurality of documents, messages, and structured data, and automatically updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the documents, messages, and structured data. - View Dependent Claims (147)
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148. A computer-aided method for providing access to a plurality of documents, messages, and structured data to a collaborator in a web-enabled collaborative insurance process, comprising the activities of:
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obtaining an e-mail address of the collaborator in the web-enabled collaborative insurance process;
sending to the collaborator an e-mail containing a hyperlink activatable to access the plurality of documents, messages, and structured data, and automatically updating an audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the documents, messages, and structured data.
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149. A computer-aided method for providing access to electronic information to a collaborator in a web-enabled collaborative insurance process, comprising the activities of:
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obtaining an e-mail address of the collaborator in the web-enabled collaborative insurance process;
sending to the collaborator an e-mail containing a hyperlink activatable to access the electronic information; and
tracking access to the electronic information by the collaborator in a non-repudiatable audit trail, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the electronic information. - View Dependent Claims (150, 151, 152)
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153. A computer-aided method for creating a customized folder structure for a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically creating a plurality of information folders, the plurality of folders consistent with a role of the user in a web-enabled collaborative insurance process; and
automatically providing a non-repudiatable audit trail to track information associated with the plurality of folders and with a transaction in the web-enabled collaborative insurance process, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the information.
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154. A computer-aided method for creating a customized folder structure for a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically creating a plurality of hierarchically-organized information folders, the plurality of folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically providing a non-repudiatable audit trail to track information associated with the plurality of folders and with a transaction in the web-enabled collaborative insurance process, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the information.
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155. A computer-aided method for creating a customized folder structure for a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically creating a plurality of electronic information folders, the plurality of folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically providing a non-repudiatable audit trail to track information associated with the plurality of folders and with a transaction in the web-enabled collaborative insurance process, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the information. - View Dependent Claims (156, 157)
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158. A computer-aided method for managing information in a web-enabled collaborative insurance process, comprising the activities of:
for each of a plurality of users, automatically rendering a plurality of electronic information folders, the plurality of folders consistent with a role of the user in a web-enabled collaborative insurance process;
automatically updating a non-repudiatable audit trail to reflect a change made by the user to a content of any folder from the plurality of folders, the change associated with a transaction in the web-enabled collaborative insurance process, the audit trail comprising a visual indicator of a time and a collaborator identity for each collaborator'"'"'s access of any of the content. - View Dependent Claims (159, 160, 161, 162, 163)
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164. A computer-aided method for managing information in a web-enabled collaborative process, comprising the activities of:
for each of a plurality of users, automatically rendering a plurality of electronic information folders, the plurality of folders consistent with a role of the user in a web-enabled collaborative process;
automatically updating a non-repudiatable audit trail to reflect a change made by the user to a content of any folder from the plurality of folders, the change associated with a transaction in the web-enabled collaborative process, the audit trail comprising, for each user'"'"'s access of any of the content, a visual indicator of a time of the access and an identity of the user.. - View Dependent Claims (165, 166, 167, 168, 169)
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170. A computer-aided method for electronically rendering a plurality of insurance transactions, comprising the activities of:
for each insurance transaction of the plurality of insurance transactions;
automatically representing the insurance transaction as a line item on an electronic display;
automatically updating the line item to reflect a change in status of the insurance transaction; and
automatically updating an audit trail, the audit trail comprising a visual indicator of a time and a user identity for each of a plurality of user'"'"'s access of information associated with the insurance transaction. - View Dependent Claims (171, 172, 173, 174)
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175. A computer-aided method for electronically rendering a plurality of transactions, comprising the activities of:
for each transaction of the plurality of transactions;
automatically representing the transaction as a line item on an electronic display, the line item including a hyperlink to at least one folder containing a plurality of messages and documents related to the transaction; and
automatically updating the line item to reflect a change in status of the transaction; and
for each of a plurality of user'"'"'s access of any of the messages or documents, automatically updating an audit trail, the audit trail comprising a visual indicator of a time of the access and an identity of the user. - View Dependent Claims (176)
Specification