# US 11,908,018 B2 · Operational data corresponding to a product model > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,908,018 B2 - Document ID: US11908018B2 - Status: Granted - Kind: B2 - Application number: 17/386,140 - Filed: 2021-07-27 - Published: 2021-11-11 - Granted: 2024-02-20 - Earliest claimed: 2014-08-29 - Assignees: Guidewire Software, Inc. - Applicants: Guidewire Software, Inc. - Inventors: Benjamin David Brantley; Diana Elizabeth Jaffe - Web page: https://patentgrep.com/patent/US11908018B2 ## CPC - G06Q 40/08: Insurance - 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 ## Abstract A system for presenting operational data is disclosed. The system includes a storage element to store a plurality of insurance policies and a product designer module to: maintain an insurance product model that specifies possible configurations of insurance policy products associated with the plurality of insurance policies; obtain operational data pertaining to a set of existing insurance transactional data associated with the insurance policies; and present to be displayed: at least a portion of the insurance product model comprising a set of insurance product model elements and at least some of the operational data corresponding to the set of insurance product model elements. ## Claims ### Claim 1 A system, comprising: a product designer module comprising a processor configured to: maintain an insurance product model that specifies possible configurations of insurance policy products associated with a plurality of insurance policies; receive, at least in part from an analytics engine, a feed of operational data pertaining to a set of existing insurance transactional data associated with the plurality of insurance policies; and present to be displayed: at least a portion of the insurance product model comprising a set of insurance product model elements, wherein a view of the at least portion of the insurance product model is augmented at least in part by at least some of the feed of operational data pertaining to the set of insurance product model elements, and wherein the at least some of the feed of operational data by which the view of the at least portion of the insurance product model is augmented comprises a number of bound policies pertaining to the set of insurance product model elements; and a memory coupled to the processor and configured to provide the processor with instructions. ### Claim 2 (depends on 1) The system recited in claim 1, wherein the feed of operational data comprises tag information. ### Claim 3 (depends on 1) The system recited in claim 1, wherein the set of existing insurance transactional data comprises policies, quotes, claims, billing, premiums, profit, fraud, user behavior related data, or a combination thereof. ### Claim 4 (depends on 2) The system recited in claim 2, wherein the tag information comprises campaign identification information, inbound channel data, or both. ### Claim 5 (depends on 2) The system recited in claim 2, wherein the tag information is added upstream from the product designer module. ### Claim 6 (depends on 1) The system recited in claim 1, wherein the set of insurance product model elements corresponds to a set of insurance product options. ### Claim 7 (depends on 1) The system recited in claim 1, wherein the analytics engine is configured to aggregate operational data from a web portal or reporting tool. ### Claim 8 (depends on 1) The system recited in claim 1, wherein the feed of operational data is received from a policy system that is to manage the plurality of insurance policies and aggregate operational data from a web portal or reporting tool. ### Claim 9 (depends on 1) The system recited in claim 1, wherein the at least a portion of the insurance product model and the at least some of the feed of operational data are presented adjacent to each other in a display. ### Claim 10 (depends on 1) The system recited in claim 1, wherein the processor is further configured to receive a user specification of a set of filtering criteria. ### Claim 11 (depends on 10) The system recited in claim 10, wherein the received feed of operational data corresponds to the set of filtering criteria. ### Claim 12 (depends on 10) The system recited in claim 10, wherein the set of insurance product model elements displayed are subject to the set of filtering criteria. ### Claim 13 (depends on 10) The system recited in claim 10, wherein the set of filtering criteria includes tags, time, region, or campaign. ### Claim 14 (depends on 10) The system recited in claim 10, wherein the set of filtering criteria corresponds to one or more availability indicators. ### Claim 15 (depends on 10) The system recited in claim 10, wherein the set of filtering criteria is automatically generated. ### Claim 16 (depends on 10) The system recited in claim 10, wherein the set of filtering criteria includes a tag associated with a campaign and only options offered under the campaign are presented. ### Claim 17 (depends on 1) The system recited in claim 1, wherein each insurance policy is associated with a campaign tag at a time the insurance policy becomes bound. ### Claim 18 (depends on 10) The system recited in claim 10, wherein the set of filtering criteria includes a time period and an option to filter only display options available during the time period. ### Claim 19 (depends on 1) The system recited in claim 1, wherein marketing or offerings are adjusted based at least in part on presented operational data. ### Claim 20 (depends on 1) The system recited in claim 1, wherein tags are presented for a user to select. ### Claim 21 (depends on 1) The system recited in claim 1, wherein the processor is further configured to receive an edit to the insurance product model based at least in part on displayed operational data. ### Claim 22 (depends on 1) The system recited in claim 1, wherein the processor is further configured to include a link to further information regarding the at least some of the feed of operational data. ### Claim 23 (depends on 1) The system recited in claim 1, wherein the processor is further configured to present to be displayed one or more tag indicators for each insurance product model element, indicating which insurance product model element is or was available under a campaign associated with each tag indicator. ### Claim 24 A method, comprising: maintaining, by a product designer module comprising a processor, an insurance product model that specifies possible configurations of insurance policy products associated with a plurality of insurance policies; receiving, at least in part from an analytics engine via an interface, a feed of operational data pertaining to a set of existing insurance transactional data associated with the plurality of insurance policies; and presenting to be displayed: at least a portion of the insurance product model comprising a set of insurance product model elements, wherein a view of the at least portion of the insurance product model is augmented at least in part by at least some of the feed of operational data pertaining to the set of insurance product model elements, and wherein the at least some of the feed of operational data by which the view of the at least portion of the insurance product model is augmented comprises a number of bound policies pertaining to the set of insurance product model elements. ### Claim 25 (depends on 24) The method of claim 24, wherein the feed of operational data comprises tag information. ### Claim 26 (depends on 24) The method of claim 24, wherein the set of existing insurance transactional data comprises policies, quotes, claims, billing, premiums, profit, fraud, user behavior related data, or a combination thereof. ### Claim 27 (depends on 25) The method of claim 25, wherein the tag information comprises campaign identification information, inbound channel data, or both. ### Claim 28 (depends on 25) The method of claim 25, wherein the tag information is added upstream from the product designer module. ### Claim 29 (depends on 24) The method of claim 24, wherein the set of insurance product model elements corresponds to a set of insurance product options. ### Claim 30 (depends on 24) The method of claim 24, wherein the analytics engine is configured to aggregate operational data from a web portal or reporting tool. ### Claim 31 (depends on 24) The method of claim 24, wherein the feed of operational data is received from a policy system that is to manage the plurality of insurance policies and aggregate operational data from a web portal or reporting tool. ### Claim 32 (depends on 24) The method of claim 24, wherein the at least a portion of the insurance product model and the at least some of the feed of operational data are presented adjacent to each other in a display. ### Claim 33 (depends on 24) The method of claim 24, further comprising receiving a user specification of a set of filtering criteria. ### Claim 34 (depends on 33) The method of claim 33, wherein the received feed of operational data corresponds to the set of filtering criteria. ### Claim 35 (depends on 33) The method of claim 33, wherein the set of insurance product model elements displayed are subject to the set of filtering criteria. ### Claim 36 (depends on 33) The method of claim 33, wherein the set of filtering criteria includes tags, time, region, or campaign. ### Claim 37 (depends on 33) The method of claim 33, wherein the set of filtering criteria corresponds to one or more availability indicators. ### Claim 38 (depends on 33) The method of claim 33, wherein the set of filtering criteria is automatically generated. ### Claim 39 (depends on 33) The method of claim 33, wherein the set of filtering criteria includes a tag associated with a campaign and only options offered under the campaign are presented. ### Claim 40 (depends on 24) The method of claim 24, wherein each insurance policy is associated with a campaign tag at a time the insurance policy becomes bound. ### Claim 41 (depends on 33) The method of claim 33, wherein the set of filtering criteria includes a time period and an option to filter only display options available during the time period. ### Claim 42 (depends on 24) The method of claim 24, wherein marketing or offerings are adjusted based at least in part on presented operational data. ### Claim 43 (depends on 24) The method of claim 24, wherein tags are presented for a user to select. ### Claim 44 (depends on 24) The method of claim 24, further comprising receiving an edit to the insurance product model based at least in part on displayed operational data. ### Claim 45 (depends on 24) The method of claim 24, further comprising including a link to further information regarding the at least some of the feed of operational data. ### Claim 46 (depends on 24) The method of claim 24, further comprising presenting to be displayed one or more tag indicators for each insurance product model element, indicating which insurance product model element is or was available under a campaign associated with each tag indicator. ### Claim 47 A computer program product embodied in a non-transitory computer readable storage medium and comprising computer instructions for: maintaining, by a product designer module comprising a processor, an insurance product model that specifies possible configurations of insurance policy products associated with insurance policies; receiving, at least in part from an analytics engine via an interface, a feed of operational data pertaining to a set of existing insurance transactional data associated with the insurance policies; and presenting to be displayed: at least a portion of the insurance product model comprising a set of insurance product model elements, wherein a view of the at least portion of the insurance product model is augmented at least in part by at least some of the feed of operational data pertaining to the set of insurance product model elements, and wherein the at least some of the feed of operational data by which the view of the at least portion of the insurance product model is augmented comprises a number of bound policies pertaining to the set of insurance product model elements.