Electronic Diary for Locked Insurance Notes

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Solution Overview

Problem

Current systems for managing insurance claims and policies lack the ability to store notes in a non-editable form for historical archival and do not effectively categorize and filter such notes for easy retrieval.

Innovation Solution

A computer-implemented electronic diary that allows users to submit formatted text notes on insurance policies or claims, which are then locked in a database for archival, with the option to categorize and filter notes using pre-defined categories, and allows editing and deletion within a set time frame before becoming non-editable.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If notes are stored in an editable form for ongoing updates, then ease of operation is improved, but data integrity and historical accuracy deteriorate

Engineering Contradiction:
Improveease of note editingVSAvoidhistorical accuracy
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system dynamically changes the editability state of notes over time. Notes are initially editable during an active period, then automatically transition to a locked non-editable state after expiration, allowing the system to adapt to different operational phases while maintaining both ease of operation and historical accuracy at appropriate times

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system pre-defines time periods and expiration criteria for note editability. By establishing these parameters in advance, the system automatically manages the transition from editable to locked state without requiring manual intervention, ensuring both operational convenience and data integrity

Inventive Principle:
Principle #10Preliminary action

2Device complexity

If all notes are stored without categorization for simplicity, then device complexity is reduced, but information retrieval efficiency deteriorates

Engineering Contradiction:
Improvesystem simplicityVSAvoidretrieval time
Core Design Contradiction:
Device complexityVSLoss of time

Solution Approach 1:

The system segments notes into different categories based on their content and purpose. By organizing notes into structured groups, the system enables efficient retrieval through category-based filtering while maintaining a relatively simple underlying storage structure, thus balancing complexity and retrieval efficiency

Inventive Principle:
Principle #1Segmentation

3Adaptability or versatility

If notes remain editable indefinitely for flexibility, then adaptability is improved, but data security and archival integrity deteriorate

Engineering Contradiction:
Improvenote editing flexibilityVSAvoidarchival integrity
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system implements dynamic editability control where notes transition from an editable state during an active time period to a locked non-editable state after expiration. This temporal dynamics allows the system to provide flexibility when needed while automatically ensuring archival integrity when required

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system applies periodic time-based control to note editability. Notes are editable during defined periodic intervals and automatically locked after the period expires, creating a rhythm of flexibility followed by permanent preservation that balances adaptability with archival integrity

Inventive Principle:
Principle #19Periodic action

Data Source

PatentUS7668828B2Computer-implemented electronic diary to enter locked notes for historical archival
Publication Date: 2010.02.23 WESTGUARD INSURANCE CO
  • US7668828B2 patent drawing
  • US7668828B2 patent drawing
  • US7668828B2 patent drawing

AI summary

A system for the entry of notes on a policy or claim, wherein the notes, after submission, are stored is non-editable form and are locked in a database for historical archival. In one scenario, the entered notes are editable and can be deleted for a pre-set time period, wherein, after the expiration of the pre-set time period, the entered notes are stored is non-editable form and are locked in a database for historical archival. Filters can be used to categorize and render the stored notes based on a set of categories.