# US 10,372,879 B2 · Medical claims lead summary report generation > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,372,879 B2 - Document ID: US10372879B2 - Status: Granted - Kind: B2 - Application number: 14/975,697 - Filed: 2015-12-21 - Published: 2016-06-30 - Granted: 2019-08-06 - Earliest claimed: 2014-12-31 - Assignees: Palantir Technologies Inc. - Applicants: Palantir Technologies, Inc. - Inventors: Gokul Subramanian; Rahul Agarwal; William Seaton; Diane Wu - Web page: https://patentgrep.com/patent/US10372879B2 ## CPC - G06Q 10/10: Office automation; Time management - G06Q 30/018: Certifying business or products - G16H 15/00: ICT specially adapted for medical reports, e.g. generation or transmission thereof - G16H 40/20: for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR - G16H: HEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA ## Abstract In an embodiment, a computer-implemented method comprises, in response to receiving lead data identifying an entity associated with a health care claim relating to suspected fraud, determining one or more data sources that were used to identify the entity or the suspected fraud; determining a subset of a plurality of data display elements, based on the determined one or more data sources, wherein each of the plurality of data display elements is configured to cause displaying health care claims data associated with the entity in a designated format; automatically obtaining, from a data repository, specific health care claims data associated with the entity for each of the plurality of data display elements in the subset; generating a lead summary report associated with the entity using a report template, the subset, and the obtained specific health care claims data. ## Claims ### Claim 1 A computer-implemented method comprising: in response to receiving lead data identifying an entity associated with a health care claim relating to suspected fraud, determining one or more data sources that were used to identify the entity or the suspected fraud by determining two or more sources from among a plurality of sources; applying two or more weight values, respectively, to each of the two or more sources; based on two or more of the weight values, determining whether each of the two or more sources is at or above a threshold; accessing a pre-defined subset corresponding to each of the two or more of the sources that satisfies the threshold; determining a plurality of data display elements based on the pre-defined subset, wherein each of the plurality of data display elements is configured to cause displaying health care claims data associated with the entity in a designated format; applying a weight to each of the plurality of data display elements based upon historical levels of user interaction with each of the plurality of data display elements displayed within historical lead summary reports; determining whether each of the weighted plurality of data display elements is at or above at least one threshold; combining the obtained pre-defined subsets to form a subset of the plurality of data display elements, wherein each data display element in the subset satisfies the at least one threshold; automatically obtaining, from a data repository, specific health care claims data associated with the entity for each of the plurality of data display elements in the subset; generating a lead summary report associated with the entity using a report template, the subset, and the obtained specific health care claims data; wherein the method is performed by one or more computing devices. ### Claim 2 (depends on 1) The method of claim 1, further comprising automatically updating the lead summary report in response to detecting a change in the specific health care claims data. ### Claim 3 (depends on 1) The method of claim 1, further comprising: receiving input from a client computing device specifying a change to the lead summary report; responsive to the input, updating the lead summary report with the change. ### Claim 4 (depends on 3) The method of claim 3, wherein the input comprises adding notes or comments to the lead summary report, assigning the lead summary report to a particular user for assessment, or selection of a feedback option. ### Claim 5 (depends on 1) The method of claim 1, further comprising creating and digitally storing one or more evidentiary documents based on the lead summary report, in response to an input from a client computing device specifying to preserve the lead summary report at a certain point in time. ### Claim 6 (depends on 1) The method of claim 1, wherein each of the one or more sources comprises a fraud detection model or scheme. ### Claim 7 (depends on 1) The method of claim 1, wherein the determining which one or more sources comprises determining that a source is unknown and that the suspected fraud was identified by a third party computer system, and wherein the subset comprises a particular subset that is pre-defined for use when the source is unknown. ### Claim 8 (depends on 1) The method of claim 1, wherein the determining which one or more sources comprises determining a particular source from among a plurality of sources, and wherein the subset comprises a particular subset that is pre-defined for the particular source. ### Claim 9 (depends on 1) The method of claim 1, wherein the subset comprises a combination of a particular subset that is pre-defined for each of the two or more sources. ### Claim 10 A computer system comprising: one or more databases including a plurality of health care claims data and a plurality of data display elements; a report generator component, at least partially implemented by computing hardware, coupled to the one or more databases and comprising one or more sequences of instructions which when executed by one or more processors are programmed to perform: in response to receiving lead data identifying an entity associated with a health care claim relating to suspected fraud, determining one or more data sources that were used to identify the entity or the suspected fraud by determining two or more sources from among a plurality of sources; applying two or more weight values, respectively, to each of the two or more sources; based on two or more of the weight values, determining whether each of the two or more sources is at or above a threshold; accessing a pre-defined subset corresponding to each of the two or more of the sources that satisfies the threshold; determining a plurality of data display elements based on the pre-defined subset, wherein each of the plurality of data display elements is configured to cause displaying health care claims data associated with the entity in a designated format; applying a weight to each of the plurality of data display elements based upon historical levels of user interaction with each of the plurality of data display elements displayed within historical lead summary reports; determining whether each of the weighted plurality of data display elements is at or above at least one threshold; combining the obtained pre-defined subsets to form a subset of a plurality of data display elements, wherein each data display element in the subset satisfies the at least one threshold; automatically obtaining, from a data repository, specific health care claims data associated with the entity for each of the plurality of data display elements in the subset; generating a lead summary report associated with the entity using a report template, the subset, and the obtained specific health care claims data. ### Claim 11 (depends on 10) The system of claim 10, further comprising a user interface component, at least partially implemented by computing hardware, comprising one or more sequences of instructions which when executed by one or more processors are programmed to automatically provide the lead summary report to facilitate assessment of the suspected fraud by a user. ### Claim 12 (depends on 10) The system of claim 10, wherein the plurality of data display elements comprise widgets, the report template comprises a web page template, and each of the one or more sources comprises a programmed fraud detection model or scheme. ### Claim 13 (depends on 10) The system of claim 10, wherein the user interface component is programmed to receive an input comprising an identifier of the entity suspected of fraud. ### Claim 14 (depends on 10) The system of claim 10, wherein the report generator component is programmed to determine which one or more sources by determining a particular source from among a plurality of sources, and wherein the subset comprises a subset pre-defined for the particular source. ### Claim 15 (depends on 10) The system of claim 10, wherein the subset comprises a combination of a subset pre-defined for each of the two or more sources. ### Claim 16 (depends on 10) The system of claim 10, wherein the report generator component is programmed to automatically update the lead summary report in response to detecting a change in the specific health care claims data. ### Claim 17 (depends on 10) The system of claim 10, further comprising sequences of instructions which are programmed, when executed by the one or more processors, to cause: receiving input from a client computing device specifying a change to the lead summary report; responsive to the input, updating the lead summary report with the change. ### Claim 18 (depends on 10) The system of claim 10, further comprising sequences of instructions which are programmed, when executed by the one or more processors, to cause creating and digitally storing one or more evidentiary documents based on the lead summary report, in response to an input from a client computing device specifying to preserve the lead summary report at a certain point in time. ### Claim 19 (depends on 10) The system of claim 10, wherein each of the one or more sources comprises a programmed fraud detection model or scheme. ### Claim 20 (depends on 10) The system of claim 10, further comprising sequences of instructions which are programmed, when executed by the one or more processors, to cause determining that a source is unknown and that the suspected fraud was identified by a third party computer system, and wherein the subset comprises a particular subset that is pre-defined for use when the source is unknown. ### Claim 21 (depends on 10) The system of claim 10, further comprising sequences of instructions which are programmed, when executed by the one or more processors, to cause determining a particular source from among a plurality of sources, and wherein the subset comprises a particular subset that is pre-defined for the particular source. ### Claim 22 (depends on 10) The system of claim 10, wherein the subset comprises a combination of a particular subset that is pre-defined for each of the two or more sources. ### Claim 23 (depends on 1) The method of claim 1, wherein the combining the obtained pre-defined subsets to form the subset of the plurality of data display elements comprises: determining that a first data display element from a first of the pre-defined subsets is equivalent to a second data display element from a second of the pre-defined subsets; including the first data display element in the subset of the plurality of data display elements; excluding the second data display element from the subset of the plurality of data display elements. ### Claim 24 (depends on 1) The method of claim 1 wherein the applying the weight to the each of the data display elements included in the each of the pre-defined subsets is in response to determining that a total number of the data display elements in the pre-defined subsets exceeds a limit to a number of data display elements to be included on the lead summary report, and wherein the determining whether the each of the weighed plurality of data display elements is at or above the at least one threshold comprises determining whether each of the weighed plurality of data display elements is most relevant for accessing the entity. ### Claim 25 (depends on 1) The method of claim 1, wherein the lead summary report comprising an overview page containing hyperlinks to specific display elements of the subset and information about sources of the two or more sources. ### Claim 26 (depends on 10) The system of claim 10, wherein the lead summary report comprising an overview page containing hyperlinks to specific display elements of the subset and information about sources of the two or more sources.