Smart Notepad for Insurance Claims via Text Recognition
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Solution Overview
Problem
Insurance claim associates face inefficiencies when handling customer calls, as they often need to manually parse through free-form notes to populate loss report fields, leading to delays and 'dead air' time during calls.
Innovation Solution
A computer-implemented method and system that enables claim associates to enter free-form text notes, identifies relevant keywords, and automatically populates corresponding fields in a loss reporting tool, reducing the time required to handle customer calls and enter loss reports.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If claim associates use text editor tools to take free-form notes during customer calls, then they can capture information not provided in sequential scripts, but they must manually parse through notes later to populate loss report fields, causing delays and dead air time
Solution Approach 1:
The patent replaces the manual mechanical process of parsing notes with automated text recognition and natural language processing systems. The system automatically analyzes free-form notes, identifies relevant information, and populates loss report fields without manual intervention, eliminating the time-consuming manual parsing step while preserving complete information capture
Solution Approach 2:
The system enables self-service by allowing the notes field to automatically serve the loss report population function. The free-form notes automatically recognize and extract relevant information to populate corresponding loss report fields, making the notes field self-sufficient and eliminating the need for separate manual data entry
2Adaptability or versatility
If claim associates use free-form notes instead of structured fields, then they can capture unscripted customer information, but the process becomes less efficient due to manual parsing requirements
Solution Approach 1:
The patent changes the parameter of information structure from rigid structured fields to flexible free-form text with automated processing. The system accepts unstructured natural language input and uses text recognition algorithms to extract and categorize information, maintaining adaptability while improving processing efficiency through automated parameter extraction
Solution Approach 2:
The patent introduces an intermediary text recognition system between the free-form notes and the loss report fields. This intermediary automatically processes the unstructured text, identifies relevant information, and maps it to appropriate structured fields, bridging the gap between flexible input and structured output requirements
Data Source
AI summary
A computer-implemented method includes presenting, by a workbench application, a first user interface that includes a notes field in which free-form text may be entered by the user, receiving, by the workbench application, free-form text that the user entered in the notes field, analyzing, by the workbench application, the free-form text to identify relevant keyword(s), and presenting a second user interface for a data reporting application. The method also includes identifying, by the workbench application, one or more data entry fields of the second user interface corresponding to the keyword(s), automatically populating, by the workbench application and via an API, the one or more data entry fields of the second user interface based upon the one or more keywords, and causing, by the workbench application via the API, the linked data reporting application to store data for the one or more data entry fields in a data storage record.


