发明名称 Dynamic policy illustration system
摘要 A dynamic, user friendly insurance policy illustration system for computing and graphically displaying the future values of a model life insurance policy. Key variables are entered and a graphic display of future values is instantly displayed. Variable keys can be selected to recalculate or solve for a certain stated policy performance, or variables can be entered and changed at will to display various "what if" life insurance scenarios. Variables can be rapidly moved through a range of values to create a "move" of the illustrated values changing from variable "A" to "B."The dynamic policy illustration system has built-in tables which can be used to view the effect various economic changes may have on a life insurance illustration. In addition, the dynamic policy illustration system includes an interactive expectations assessment process that uses a questionnaire, inferences and feedback for educating the user about life insurance and thereby leads the user to the most suitable life insurance policy selection based on his/her responses.
申请公布号 US5956691(A) 申请公布日期 1999.09.21
申请号 US19970778073 申请日期 1997.01.07
申请人 SECOND OPINION FINANCIAL SYSTEMS, INC. 发明人 POWERS, JAMES G.
分类号 G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06Q40/00
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