SYSTEM AND METHOD FOR AUTOMATED SUITABILITY ANALYSIS AND DOCUMENT MANAGEMENT

摘要

A suitability management system for evaluating insurance product recommendations for customers suitability is provided. The suitability management system may generate a dynamic suitability questionnaire document based on a stored template in view of a number of business rules and the generated suitability document may be provided to the insurance consumer for completion and subsequent scoring. The scored document is evaluated using a comprehensive scoring process to evaluate the consumer's acumen, risk tolerance and solvency. The system is configured to interface with a third party to conduct the suitability analysis.