US 12,067,355 B2
System and method for creating customized insurance-related forms using computing devices
Ronald Beiderman, East Brunswick, NJ (US); John Scerbo, Basking Ridge, NJ (US); Michael E. Goodside, Jersey City, NJ (US); Ka Man Chan, Stewartsville, NJ (US); and Mark Peterson, Hobken, NJ (US)
Assigned to Insurance Services Office, Inc., Jersey City, NJ (US)
Filed by Insurance Services Office, Inc., Jersey City, NJ (US)
Filed on Jul. 20, 2021, as Appl. No. 17/380,902.
Application 17/380,902 is a continuation of application No. 15/085,795, filed on Mar. 30, 2016, granted, now 11,068,644.
Claims priority of provisional application 62/140,234, filed on Mar. 30, 2015.
Prior Publication US 2021/0350067 A1, Nov. 11, 2021
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 40/174 (2020.01); G06F 16/23 (2019.01); G06F 16/2457 (2019.01); G06F 16/248 (2019.01); G06F 40/117 (2020.01); G06Q 40/08 (2012.01)
CPC G06F 40/174 (2020.01) [G06F 16/2358 (2019.01); G06F 16/24573 (2019.01); G06F 16/24575 (2019.01); G06F 16/248 (2019.01); G06F 40/117 (2020.01); G06Q 40/08 (2013.01)] 24 Claims
OG exemplary drawing
 
1. A system for creating customized insurance forms, comprising:
a computer system having a memory, a processor, and a user interface; and
a custom forms software application stored in the memory and executed by the processor, the custom forms software application including:
a form search module retrieving at least one pre-defined form from a database and displaying the form to the user via the user interface;
a form editor module for allowing the user to edit the pre-defined form using the user interface; and
a clause searching/filtering module allowing the user to locate one or more desired clauses from the database and allowing the user to insert the one or more desired clauses into the pre-defined form in order to create a customized insurance form,
wherein the custom forms software application integrates in two-way communication and operation with one or more of a customer computer system, a document management system, or a cloud computing system; ingests a plurality of insurance-related forms obtained from the one or more of the customer computer system, the document management system, or the cloud computing system; decomposes the plurality of insurance-related forms into a plurality of clauses; applies a search tag to each of the plurality of clauses; and stores the plurality of clauses and the search tags in the database, and
wherein the custom forms software application includes a content manager for automatically feeding content manager tags when a form has been added, deleted, or updated on the one or more of the customer computer system, the document management system, or the cloud computing system for tagging of the form.