WO2002033869A3 - Method and system for providing a financial product - Google Patents

Method and system for providing a financial product Download PDF

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Publication number
WO2002033869A3
WO2002033869A3 PCT/US2001/032188 US0132188W WO0233869A3 WO 2002033869 A3 WO2002033869 A3 WO 2002033869A3 US 0132188 W US0132188 W US 0132188W WO 0233869 A3 WO0233869 A3 WO 0233869A3
Authority
WO
Grant status
Application
Patent type
Prior art keywords
product
step
principal
principal step
financial product
Prior art date
Application number
PCT/US2001/032188
Other languages
French (fr)
Other versions
WO2002033869A2 (en )
Inventor
Kathleen L Shipe
Original Assignee
Ge Financial Assurance Holding
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management, e.g. organising, planning, scheduling or allocating time, human or machine resources; Enterprise planning; Organisational models

Abstract

A structured process for assisting an organization in providing a financial product (such as an insurance program product) includes a series of principal steps, each of which includes one or more substeps. The process includes: a first principal step for identifying a need for a financial product, thereby defining a 'needed product'; a second principal step of identifying a list of one or more potential suppliers for providing the product, including the step of first determining whether the entity can provide the needed product using its own resources, and if not, whether the entity may rely on an external source to provide the needed product; a third principal step of performing due diligence analysis to assess the comparative merit of the suppliers identified in the list, including the step of selecting a supplier to provide the financial product from the list of suppliers; a fourth principal step of determining contractual and financial requirements for the selected provider; a fifth principal step of establishing infrastructure requirements with respect to the launch of the financial product; a sixth principal step of initiating launch of the financial product; and a seventh principal step of monitoring the results of the launch of the financial product. A method is also provided for providing, accessing and using the structured process. The method can be implemented using computer technology by storing the information regarding the structured process in a database and using a computer (or network of computers) to access and utilize the information. The computer may include an output device for presenting information regarding the status of the structured process, including an indication of the level of completion of each principal step.
PCT/US2001/032188 2000-10-16 2001-10-16 Method and system for providing a financial product WO2002033869A3 (en)

Priority Applications (4)

Application Number Priority Date Filing Date Title
US24007200 true 2000-10-16 2000-10-16
US60/240,072 2000-10-16
US70868000 true 2000-11-09 2000-11-09
US09/708,680 2000-11-09

Publications (2)

Publication Number Publication Date
WO2002033869A2 true WO2002033869A2 (en) 2002-04-25
WO2002033869A3 true true WO2002033869A3 (en) 2002-08-15

Family

ID=26933117

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/032188 WO2002033869A3 (en) 2000-10-16 2001-10-16 Method and system for providing a financial product

Country Status (1)

Country Link
WO (1) WO2002033869A3 (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5101352A (en) * 1989-06-29 1992-03-31 Carolina Cipher Material requirements planning system
US5237495A (en) * 1990-05-23 1993-08-17 Fujitsu Limited Production/purchase management processing system and method

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5101352A (en) * 1989-06-29 1992-03-31 Carolina Cipher Material requirements planning system
US5237495A (en) * 1990-05-23 1993-08-17 Fujitsu Limited Production/purchase management processing system and method

Non-Patent Citations (4)

* Cited by examiner, † Cited by third party
Title
DATABASE ABI/INFORM [online] RAZ TZVI: "Introduction of the project management discipline in a software development organization", XP002909215, accession no. Dialog Database accession no. 93-71135 *
DATABASE SOFTBASE: RCP [online] 22 January 1991 (1991-01-22), CMI COMPETITIVE SOLUTIONS INC: "Demanding modeling & forecasting system", XP002909217, retrieved from 01012291 accession no. DIALOG *
DATABASE SOFTBASE: RCP [online] GREAT NECK NY 11023; "IMREX demand forecasting system", XP002909216, retrieved from 01016166 accession no. DIALOG *
IBM SYSTEMS JOURNAL, vol. 32, no. 2, 1993, pages 265 - 277 *

Also Published As

Publication number Publication date Type
WO2002033869A2 (en) 2002-04-25 application

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