The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 27, 2017
Filed:
Sep. 17, 2001
Jean Linnenbringer, Mechanicsville, VA (US);
William Hedish, Richmond, VA (US);
Jay Ryan, Richmond, VA (US);
Mary Jane Watkins, Richmond, VA (US);
Matthew Majikes, Richmond, VA (US);
Jean Linnenbringer, Mechanicsville, VA (US);
William Hedish, Richmond, VA (US);
Jay Ryan, Richmond, VA (US);
Mary Jane Watkins, Richmond, VA (US);
Matthew Majikes, Richmond, VA (US);
Genworth Holdings, Inc., Richmond, VA (US);
Abstract
The present invention provides a system and method for generating electronic forms for purchasing a financial product, such as a variable annuity. The present invention enables a user (e.g., an agent, a seller, etc.) to access a web-based application where pre-interview data of a client may be entered. The web-based application may then setup interview transaction templates based on various rules and other considerations for gathering appropriate information from a client. The transaction may be stored on the user's desktop device which may be used to remotely gather interview data from a client. During the interview process, the user may collect data offline. At the end of the interview process, the user may reconnect with the web-based application for transmitting data to a server. The server may then generate the appropriate forms based on the interview data gathered remotely and/or other sources of information.