Online life insurance document management service

Details Online life insurance document management service Online life insurance document management service

2008-04-22

2010-12-28

Patel, Jagdish N (Department: 3693)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Insurance

Reexamination Certificate

active

07860735

ABSTRACT:
An online life insurance document management service includes a host server having a web-based interface adapted to facilitate secure customer access to the host server. The host server is configured to receive life insurance data communicated from the customer through use of a computing device. A processing module is in operative communication with the host server and is configured to process the life insurance data communicated from the customer. A processing software application is trained to classify the processed life insurance data and selectively extract data therefrom based on the classification. The processing software application is configured to selectively present the processed life insurance data for a customer verification via the web-based interface upon at least one of an unsuccessful classification and an unsuccessful extraction of data. A storage device is in operative communication with the processing module and is configured to store the extracted data as metadata upon at least one of the customer verification and the extraction of data. A content management software application is configured to detect at least one of a customer request and at least one triggering condition. The content management software application generates at least one report based on the detection of at least one of the customer request and the at least one triggering condition.

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