Defined contribution benefits tool
A defined contribution benefits tool having various embodiments interfaces employers, employees, brokers and benefits suppliers. Suppliers provide product information. An employer creates an employer profile indicating the categories of benefits to offer, which categories are required, which categor...
Gespeichert in:
| Hauptverfasser: | , , , , , , , , , , , , , , |
|---|---|
| Format: | Patent |
| Sprache: | eng |
| Schlagworte: | |
| Online-Zugang: | Volltext bestellen |
| Tags: |
Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!
|
| container_end_page | |
|---|---|
| container_issue | |
| container_start_page | |
| container_title | |
| container_volume | |
| creator | RENEE J. BROWN HEATHER M. ABODEELY DAVID REY JEFFREY L. HUXLEY CECIL R. DEARBORNE MELINDA W. STEINMETZ LAURIE H. MAISER EVELYN G. GOODFRIEND AMY FARKAS LAWRENCE B. LEISURE DAVID R. DAHLE GLENN A. STOLAR AMIE A. LUDWIG JOSEPH E. VILLA ERIK C. SWANSON |
| description | A defined contribution benefits tool having various embodiments interfaces employers, employees, brokers and benefits suppliers. Suppliers provide product information. An employer creates an employer profile indicating the categories of benefits to offer, which categories are required, which categories the employer will contribute to, and the contribution range for the categories. Based on the profile (and from other available products), a portfolio recommendation that essentially meets the requirements is generated. Based on the portfolio recommendation, the employer chooses a set of products as its benefits portfolio. Employees create an employee profile allocating the total employer contribution among a set of benefit categories. A package recommendation that essentially meets the requirements set forth in the employee's profile is generated. From this recommendation (and from other available products), the employee chooses his or her benefits package. |
| format | Patent |
| fullrecord | <record><control><sourceid>epo_EVB</sourceid><recordid>TN_cdi_epo_espacenet_AU2003274621BB2</recordid><sourceformat>XML</sourceformat><sourcesystem>PC</sourcesystem><sourcerecordid>AU2003274621BB2</sourcerecordid><originalsourceid>FETCH-epo_espacenet_AU2003274621BB23</originalsourceid><addsrcrecordid>eNrjZFBySU3LzEtNUUjOzyspykwqLcnMz1NISs0DCpcUK5Tk5-fwMLCmJeYUp_JCaW4GFTfXEGcP3dSC_PjU4oLEZKDqknjHUCMDA2MjcxMzI0MnJyNjIpUBAK5CJ5Y</addsrcrecordid><sourcetype>Open Access Repository</sourcetype><iscdi>true</iscdi><recordtype>patent</recordtype></control><display><type>patent</type><title>Defined contribution benefits tool</title><source>esp@cenet</source><creator>RENEE J. BROWN ; HEATHER M. ABODEELY ; DAVID REY ; JEFFREY L. HUXLEY ; CECIL R. DEARBORNE ; MELINDA W. STEINMETZ ; LAURIE H. MAISER ; EVELYN G. GOODFRIEND ; AMY FARKAS ; LAWRENCE B. LEISURE ; DAVID R. DAHLE ; GLENN A. STOLAR ; AMIE A. LUDWIG ; JOSEPH E. VILLA ; ERIK C. SWANSON</creator><creatorcontrib>RENEE J. BROWN ; HEATHER M. ABODEELY ; DAVID REY ; JEFFREY L. HUXLEY ; CECIL R. DEARBORNE ; MELINDA W. STEINMETZ ; LAURIE H. MAISER ; EVELYN G. GOODFRIEND ; AMY FARKAS ; LAWRENCE B. LEISURE ; DAVID R. DAHLE ; GLENN A. STOLAR ; AMIE A. LUDWIG ; JOSEPH E. VILLA ; ERIK C. SWANSON</creatorcontrib><description>A defined contribution benefits tool having various embodiments interfaces employers, employees, brokers and benefits suppliers. Suppliers provide product information. An employer creates an employer profile indicating the categories of benefits to offer, which categories are required, which categories the employer will contribute to, and the contribution range for the categories. Based on the profile (and from other available products), a portfolio recommendation that essentially meets the requirements is generated. Based on the portfolio recommendation, the employer chooses a set of products as its benefits portfolio. Employees create an employee profile allocating the total employer contribution among a set of benefit categories. A package recommendation that essentially meets the requirements set forth in the employee's profile is generated. From this recommendation (and from other available products), the employee chooses his or her benefits package.</description><language>eng</language><subject>CALCULATING ; COMPUTING ; COUNTING ; DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES ; PHYSICS ; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><creationdate>2008</creationdate><oa>free_for_read</oa><woscitedreferencessubscribed>false</woscitedreferencessubscribed></display><links><openurl>$$Topenurl_article</openurl><openurlfulltext>$$Topenurlfull_article</openurlfulltext><thumbnail>$$Tsyndetics_thumb_exl</thumbnail><linktohtml>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20080515&DB=EPODOC&CC=AU&NR=2003274621B2$$EHTML$$P50$$Gepo$$Hfree_for_read</linktohtml><link.rule.ids>230,308,776,881,25542,76290</link.rule.ids><linktorsrc>$$Uhttps://worldwide.espacenet.com/publicationDetails/biblio?FT=D&date=20080515&DB=EPODOC&CC=AU&NR=2003274621B2$$EView_record_in_European_Patent_Office$$FView_record_in_$$GEuropean_Patent_Office$$Hfree_for_read</linktorsrc></links><search><creatorcontrib>RENEE J. BROWN</creatorcontrib><creatorcontrib>HEATHER M. ABODEELY</creatorcontrib><creatorcontrib>DAVID REY</creatorcontrib><creatorcontrib>JEFFREY L. HUXLEY</creatorcontrib><creatorcontrib>CECIL R. DEARBORNE</creatorcontrib><creatorcontrib>MELINDA W. STEINMETZ</creatorcontrib><creatorcontrib>LAURIE H. MAISER</creatorcontrib><creatorcontrib>EVELYN G. GOODFRIEND</creatorcontrib><creatorcontrib>AMY FARKAS</creatorcontrib><creatorcontrib>LAWRENCE B. LEISURE</creatorcontrib><creatorcontrib>DAVID R. DAHLE</creatorcontrib><creatorcontrib>GLENN A. STOLAR</creatorcontrib><creatorcontrib>AMIE A. LUDWIG</creatorcontrib><creatorcontrib>JOSEPH E. VILLA</creatorcontrib><creatorcontrib>ERIK C. SWANSON</creatorcontrib><title>Defined contribution benefits tool</title><description>A defined contribution benefits tool having various embodiments interfaces employers, employees, brokers and benefits suppliers. Suppliers provide product information. An employer creates an employer profile indicating the categories of benefits to offer, which categories are required, which categories the employer will contribute to, and the contribution range for the categories. Based on the profile (and from other available products), a portfolio recommendation that essentially meets the requirements is generated. Based on the portfolio recommendation, the employer chooses a set of products as its benefits portfolio. Employees create an employee profile allocating the total employer contribution among a set of benefit categories. A package recommendation that essentially meets the requirements set forth in the employee's profile is generated. From this recommendation (and from other available products), the employee chooses his or her benefits package.</description><subject>CALCULATING</subject><subject>COMPUTING</subject><subject>COUNTING</subject><subject>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</subject><subject>PHYSICS</subject><subject>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</subject><fulltext>true</fulltext><rsrctype>patent</rsrctype><creationdate>2008</creationdate><recordtype>patent</recordtype><sourceid>EVB</sourceid><recordid>eNrjZFBySU3LzEtNUUjOzyspykwqLcnMz1NISs0DCpcUK5Tk5-fwMLCmJeYUp_JCaW4GFTfXEGcP3dSC_PjU4oLEZKDqknjHUCMDA2MjcxMzI0MnJyNjIpUBAK5CJ5Y</recordid><startdate>20080515</startdate><enddate>20080515</enddate><creator>RENEE J. BROWN</creator><creator>HEATHER M. ABODEELY</creator><creator>DAVID REY</creator><creator>JEFFREY L. HUXLEY</creator><creator>CECIL R. DEARBORNE</creator><creator>MELINDA W. STEINMETZ</creator><creator>LAURIE H. MAISER</creator><creator>EVELYN G. GOODFRIEND</creator><creator>AMY FARKAS</creator><creator>LAWRENCE B. LEISURE</creator><creator>DAVID R. DAHLE</creator><creator>GLENN A. STOLAR</creator><creator>AMIE A. LUDWIG</creator><creator>JOSEPH E. VILLA</creator><creator>ERIK C. SWANSON</creator><scope>EVB</scope></search><sort><creationdate>20080515</creationdate><title>Defined contribution benefits tool</title><author>RENEE J. BROWN ; HEATHER M. ABODEELY ; DAVID REY ; JEFFREY L. HUXLEY ; CECIL R. DEARBORNE ; MELINDA W. STEINMETZ ; LAURIE H. MAISER ; EVELYN G. GOODFRIEND ; AMY FARKAS ; LAWRENCE B. LEISURE ; DAVID R. DAHLE ; GLENN A. STOLAR ; AMIE A. LUDWIG ; JOSEPH E. VILLA ; ERIK C. SWANSON</author></sort><facets><frbrtype>5</frbrtype><frbrgroupid>cdi_FETCH-epo_espacenet_AU2003274621BB23</frbrgroupid><rsrctype>patents</rsrctype><prefilter>patents</prefilter><language>eng</language><creationdate>2008</creationdate><topic>CALCULATING</topic><topic>COMPUTING</topic><topic>COUNTING</topic><topic>DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES</topic><topic>PHYSICS</topic><topic>SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR</topic><toplevel>online_resources</toplevel><creatorcontrib>RENEE J. BROWN</creatorcontrib><creatorcontrib>HEATHER M. ABODEELY</creatorcontrib><creatorcontrib>DAVID REY</creatorcontrib><creatorcontrib>JEFFREY L. HUXLEY</creatorcontrib><creatorcontrib>CECIL R. DEARBORNE</creatorcontrib><creatorcontrib>MELINDA W. STEINMETZ</creatorcontrib><creatorcontrib>LAURIE H. MAISER</creatorcontrib><creatorcontrib>EVELYN G. GOODFRIEND</creatorcontrib><creatorcontrib>AMY FARKAS</creatorcontrib><creatorcontrib>LAWRENCE B. LEISURE</creatorcontrib><creatorcontrib>DAVID R. DAHLE</creatorcontrib><creatorcontrib>GLENN A. STOLAR</creatorcontrib><creatorcontrib>AMIE A. LUDWIG</creatorcontrib><creatorcontrib>JOSEPH E. VILLA</creatorcontrib><creatorcontrib>ERIK C. SWANSON</creatorcontrib><collection>esp@cenet</collection></facets><delivery><delcategory>Remote Search Resource</delcategory><fulltext>fulltext_linktorsrc</fulltext></delivery><addata><au>RENEE J. BROWN</au><au>HEATHER M. ABODEELY</au><au>DAVID REY</au><au>JEFFREY L. HUXLEY</au><au>CECIL R. DEARBORNE</au><au>MELINDA W. STEINMETZ</au><au>LAURIE H. MAISER</au><au>EVELYN G. GOODFRIEND</au><au>AMY FARKAS</au><au>LAWRENCE B. LEISURE</au><au>DAVID R. DAHLE</au><au>GLENN A. STOLAR</au><au>AMIE A. LUDWIG</au><au>JOSEPH E. VILLA</au><au>ERIK C. SWANSON</au><format>patent</format><genre>patent</genre><ristype>GEN</ristype><title>Defined contribution benefits tool</title><date>2008-05-15</date><risdate>2008</risdate><abstract>A defined contribution benefits tool having various embodiments interfaces employers, employees, brokers and benefits suppliers. Suppliers provide product information. An employer creates an employer profile indicating the categories of benefits to offer, which categories are required, which categories the employer will contribute to, and the contribution range for the categories. Based on the profile (and from other available products), a portfolio recommendation that essentially meets the requirements is generated. Based on the portfolio recommendation, the employer chooses a set of products as its benefits portfolio. Employees create an employee profile allocating the total employer contribution among a set of benefit categories. A package recommendation that essentially meets the requirements set forth in the employee's profile is generated. From this recommendation (and from other available products), the employee chooses his or her benefits package.</abstract><oa>free_for_read</oa></addata></record> |
| fulltext | fulltext_linktorsrc |
| identifier | |
| ispartof | |
| issn | |
| language | eng |
| recordid | cdi_epo_espacenet_AU2003274621BB2 |
| source | esp@cenet |
| subjects | CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR |
| title | Defined contribution benefits tool |
| url | https://sfx.bib-bvb.de/sfx_tum?ctx_ver=Z39.88-2004&ctx_enc=info:ofi/enc:UTF-8&ctx_tim=2025-02-03T06%3A24%3A06IST&url_ver=Z39.88-2004&url_ctx_fmt=infofi/fmt:kev:mtx:ctx&rfr_id=info:sid/primo.exlibrisgroup.com:primo3-Article-epo_EVB&rft_val_fmt=info:ofi/fmt:kev:mtx:patent&rft.genre=patent&rft.au=RENEE%20J.%20BROWN&rft.date=2008-05-15&rft_id=info:doi/&rft_dat=%3Cepo_EVB%3EAU2003274621BB2%3C/epo_EVB%3E%3Curl%3E%3C/url%3E&disable_directlink=true&sfx.directlink=off&sfx.report_link=0&rft_id=info:oai/&rft_id=info:pmid/&rfr_iscdi=true |