Invention Grant
- Patent Title: Fund allocation configuration
-
Application No.: US16672030Application Date: 2019-11-01
-
Publication No.: US11176618B2Publication Date: 2021-11-16
- Inventor: Seshadhri Pakshi Rajan , Luis Arturo Diaz
- Applicant: Guidewire Software, Inc.
- Applicant Address: US CA San Mateo
- Assignee: Guidewire Software, Inc.
- Current Assignee: Guidewire Software, Inc.
- Current Assignee Address: US CA San Mateo
- Agency: Van Pelt, Yi & James LLP
- Main IPC: G06Q40/08
- IPC: G06Q40/08 ; G06F16/248 ; G06F16/2457 ; G06Q40/00

Abstract:
Applying funds is disclosed. A set of interfaces for configuring filtering criteria and receiving user configurations of the filtering criteria is displayed. Fund information pertaining to a fund that is to be applied to one or more receivables under an insurance policy account is received. A set of eligible receivables is identified based on filtering information included in the fund information and a set of preconfigured filtering criteria. A set of ranked receivable partitions to which the fund is applied is established based on a set of preconfigured priority criteria and using the fund information and information associated with the set of eligible receivables. The fund is applied to the ranked receivables partitions according to the rankings.
Public/Granted literature
- US20200098051A1 FUND ALLOCATION CONFIGURATION Public/Granted day:2020-03-26
Information query