# US 8,543,593 B2 · System and method for automating the assembly, processing and delivery of documents > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 8,543,593 B2 - Document ID: US8543593B2 - Status: Granted - Kind: B2 - Application number: 12/870,630 - Filed: 2010-08-27 - Published: 2011-03-03 - Granted: 2013-09-24 - Earliest claimed: 2000-02-16 - Assignees: Data Control Corporation - Applicants: Rodney Bennett - Inventors: Rodney Bennett - Web page: https://patentgrep.com/patent/US8543593B2 ## CPC - G06F 16/93: Document management systems - G06F 16/24564: {Applying rules; Deductive queries} - G06F 40/10: Text processing (natural language analysis G06F40/20; semantic analysis G06F40/30; processing or translation of natural language G06F40/40) - G06F 40/103: Formatting, i.e. changing of presentation of documents (automatic justification G06F40/189; automatic line break hyphenation G06F40/191) - G06Q 10/10: Office automation; Time management - G06Q 40/08: Insurance - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - 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 automating the assembly, processing and delivery of documents includes a plurality of transport clients, a work queue, a scheduler, a plurality of rendering objects, a plurality of transport objects and a routing table. The transport clients are each responsible for acquisition of data necessary to generate the response. Once a work item is received from a transport client, it is added to the work queue. The scheduler manages the work queue including sending work items to an identified rendering object and thereafter to a transport client. Each of the rendering objects includes knowledge of the database as well as processes for extracting information from a database and applying rules on the extracted data. The scheduler assigns work items to be processed by the rendering objects, and once completed, the work items are returned to the scheduler for further processing by a transport object. The transport object uses the work items to create a document including how the document will appear, and also handles the routing of the document as specified in the information request created by the transport client. The transport objects work with the routing table for resource allocation, resource availability, and local or remote processing, and time of processing. ## Claims ### Claim 1 A computer-implemented method for creating and delivering an insurance document, the method comprising the steps of: receiving, with a processor, a request for the insurance document from a user specifying a location and a manner for delivery of results of the request; acquiring, with the processor, user information for processing the request; extracting, with the processor, insurance data from at least one database based on the user information, the insurance data including a desired insurance coverage; applying, with the processor, a rule to the insurance data to determine if the insurance data violates the rule based on the desired insurance coverage; responsive to the insurance data violating the rule, processing, with the processor, the insurance data to comply with the rule; responsive to the insurance data complying with the rule, generating, with the processor, the insurance document including a quote for the desired insurance coverage; and transmitting, with the processor, the insurance document to the location and in the manner specified by the request. ### Claim 2 (depends on 1) The method of claim 1, wherein the insurance data includes historical losses within at least one of an industry and a geographical location. ### Claim 3 (depends on 1) The method of claim 1, wherein the extracting step further comprises generating a query; and the method further comprises: querying the at least one database for the insurance data. ### Claim 4 (depends on 1) The method of claim 1, wherein the step of applying further comprises determining that an insurance carrier provides the desired insurance coverage to an address provided by the user. ### Claim 5 (depends on 1) The method of claim 1, wherein the step of applying further comprises determining that an insurance carrier provides the desired insurance coverage to the user when the user is associated with a risk. ### Claim 6 (depends on 1) The method of claim 1, further comprising: monitoring, with the processor, a transmission of the insurance document; and transmitting an error message in response to a failure to deliver the insurance document. ### Claim 7 (depends on 1) The method of claim 1, wherein the step of processing the insurance data to comply with the rule further comprises at least one of filling in missing insurance data and signaling an error. ### Claim 8 (depends on 1) The method of claim 1, wherein the step of processing the insurance data to comply with the rule includes determining that an insurance company provides services to an area code associated with the user. ### Claim 9 (depends on 1) The method of claim 1, wherein the insurance document is transmitted by at least one of a fax, an email, a pager and a network. ### Claim 10 (depends on 1) The method of claim 1, wherein the request comprises a plurality of requests and the method further comprises the step of scheduling, with the processor, the plurality of requests for extracting the insurance data. ### Claim 11 A system for automating assembly, processing and delivery of an insurance document, the system comprising: a processor; a first module stored on a memory, the first module receiving a request for the insurance document from a user and acquiring user information from the user including a location and a manner for delivery of results of the request; a second module stored on the memory and coupled to the first module, the second module receiving the user information from the first module and extracting insurance data from at least one database based on the user information, the insurance data including a desired insurance coverage; a third module stored on the memory and coupled to the second module, the third module receiving the insurance data, applying a rule to the insurance data to determine if the insurance data violates the rule based on the desired insurance coverage and responsive to the insurance data violating the rule, processing the insurance data to comply with the rule; and a fourth module stored on the memory and coupled to the third module, the fourth module receiving the processed insurance data, responsive to the insurance data complying with the rule, generating the insurance document including a quote for the desired insurance coverage and transmitting the insurance document to the location and in the manner specified by the request. ### Claim 12 (depends on 11) The system of claim 11, wherein the insurance data includes historical losses within at least one of an industry and a geographical location. ### Claim 13 (depends on 11) The system of claim 11, wherein the second module extracts insurance data by generating a query and querying the at least one database for the insurance data. ### Claim 14 (depends on 11) The system of claim 11, wherein applying of the rule includes determining that an insurance carrier provides the desired insurance coverage to an address provided by the user. ### Claim 15 (depends on 11) The system of claim 11, wherein applying of the rule includes determining that an insurance carrier provides the desired insurance coverage to the user when the user is associated with a risk. ### Claim 16 (depends on 11) The system of claim 11, wherein the fourth module monitors a transmission of the insurance document and transmits an error message in response to a failure to deliver the insurance document. ### Claim 17 (depends on 11) The system of claim 11, wherein processing the insurance data to comply with the rule includes at least one of filling in missing insurance data and signaling an error. ### Claim 18 (depends on 11) The system of claim 11, wherein processing the insurance data to comply with the rule includes determining that an insurance company provides services to an area code associated with the user. ### Claim 19 (depends on 11) The system of claim 11, wherein the insurance document is transmitted by at least one of a fax, an email, a pager and via a network. ### Claim 20 (depends on 1) The system of claim 1, wherein the request comprises a plurality of requests and the second module schedules the plurality of requests for extracting the insurance data.