Automated insurance policy form generation and completion
AssigneeVertafore, Inc.
InventorsYi Zhang, Harry Snyder
Life of this patent
Estimating the term…
Abstract
Automated insurance policy form generation and completion includes electronically receiving one or more forms and receiving an indication that a particular form is an overflow form for a particular base form. The relationship between the overflow form and base form is recorded based on the received indication and the fields on the base form and overflow form are tagged according to a naming convention. The number of overflow forms to use is determined based on an amount of received data and by using the naming convention to determine a number of available fields on the base form and overflow forms.
Claims20
A computer-implemented method, comprising:
- determining by at least one processor that an electronically stored form is an overflow form for a base form, wherein the overflow form and base form are electronically stored forms;
- recording on a non-transitory storage medium a relationship between the overflow form and the base form based on the determination that that the particular electronically stored form is an overflow form for the particular electronically stored base form;
- electronically tagging one or more fields on the base form and the overflow form according to a naming convention;
- receiving data with which to populate the one or more fields of the base form or overflow form;
- and
- automatically determining by the at least one processor a quantity of electronically stored overflow forms to use corresponding to the overflow form to accommodate the received data based on an amount of the received data and based at least in part on the naming convention.
A system, comprising:
- a computer processor;
- and
- a non-transitory memory communicatively coupled to the computer processor having computer-executable instructions stored thereon that when executed by the computer processor cause the computer processor to perform:
- determining that an electronically stored form is an overflow form for a base form, wherein the overflow form and base form are electronically stored forms;
- determining a quantity of electronically stored overflow forms to use corresponding to the overflow form to accommodate received data with which to populate the base form and the overflow form, based on an amount of the received data and based at least in part on a naming convention for tags of fields on the base form and tags of fields on the overflow form;
- and
- automatically populating the base form and the determined quantity of overflow forms with at least a portion of the received data.
A non-transitory computer readable storage medium, having computer computer-executable instructions stored thereon that when executed by a computer processor cause the computer processor to perform:
- determining a quantity of available fields on a base form and an overflow form associated with the base form based at least in part on a naming convention for tags of fields of the base form and tags of fields of the overflow form, wherein the overflow form and the base form are electronically stored forms;
- and
- automatically determining, based on the determined quantity of available fields on the base form and the overflow form, a quantity of electronically stored overflow forms to use corresponding to the overflow form to accommodate received data with which to populate the base form and overflow forms.
Dependencies are inferred from the claim text.