PATENT CLAIM ANALYSIS

Application Number: 15900705
Application Type: Utility
Filing Date: 2018-02
Publication Date: 2019-05
Patent Classification: ["705", "004000"]

Abstract:
In an illustrative embodiment, an automated system provides for generating product recommendations for clients. The system may include computing systems and devices for receiving a client intake information with product preferences, member demographic information, and current product information, and in response, generating product offerings including at least a portion representing variations of the current product. The member demographic information may be consolidated into census divisions that are each associated with a category of the member demographic information, and probabilities of selecting the product offerings may be calculated for each of the census divisions. The product offerings may be presented in a user interface with optimization scores that are a function of the probability of selecting the product offerings as well as provider financial goals, employee perception goals, and market competitiveness goals. Responsive to receiving filter adjustments, the optimization scores for the product offerings may be modified.

Claim (Index 20):
A method comprising:\n receiving, by processing circuitry from a user at a remote computing device, client intake information comprising member demographic information of an organization; generating, by the processing circuitry, a plurality of product offerings, wherein at least a first portion of the plurality of product offerings are variations of a current product offering of the organization; consolidating, by the processing circuitry responsive to receiving the client intake information, the member demographic information into a plurality of census divisions for applying to a machine learning data model that calculates probabilities of selecting each of the plurality of product offerings, wherein each of the plurality of census divisions is associated with a category of the member demographic information and wherein the plurality of census divisions are customized to the first party based on at least one of the member demographic information and current products held by the each of the members; calculating, by the processing circuitry for each of the plurality of census divisions, a probability of selecting each of the plurality of product offerings, and wherein the plurality of census divisions are customized to the first party based on the member demographic information and current products held by each of the members; presenting, by the processing circuitry in real-time responsive to receiving the client intake information, the plurality of product offerings in a first graphical user interface presentation with a corresponding optimization score, wherein\n the first graphical user interface presentation includes:\n a) a first interface section for displaying data points for each of the plurality of product offerings plotted as a function of an employee perception score and a provider financial score, wherein the employee perception score and provider financial score for each of the plurality of product offerings are based in part on the probability of selecting each of the plurality of product offerings, and \n b) a second interface section for providing filters for selecting preferred ranges of at least one of the provider financial goals, the employee perception goals, market competitiveness goals; and \n \n dynamically adjusting, by the processing circuitry in real-time responsive to receiving an adjustment to at least one of the filters at the second interface section, the respective data points for each of the plurality of product offerings displayed in the first interface section of the first graphical user interface presentation to reflect the filter adjustment.

Metadata:
- Claim Count in Document: 4.0
- Percentile: 88.0
- Lexical Diversity: 2.10526
- Patent Class: 705.0
- Transitional Phrase Type: open
- Component Type: 1
- Foreign Priority: False
- Related Applications: ['14598635', '11851258', '10327518', '14479774', '15080055']

Analysis Scores:
- 35 USC 101 Eligibility (BERT): 0.0841890480114386
- 35 USC 102 Novelty (BERT): 0.4708702242821436
- Combined Prediction Score: 0.1228571656385091
- Mean Citation Score: 140.510396
- Max Citation Score: 143.9424
- Similarity Product: 106.31444325141906

Labels:
- Claim Label 101: 0
- Claim Label 102: 1
- Claim Label 103: 1
- Claim Label 112: 0
- Combined Label: 0
- Label 101 Adjusted: 0

Dataset: test