Edward W Forer, Age 44160 Medford St, Warwick, RI 02889

2005015, Jul 14, 2005

Dec 23, 2004

11/021111

Tom Ruggieri - New York NY, US
Edward Forer - New York NY, US

G06F017/60

705004000

The present system provides information on risks and related hedging strategies. A plurality of client terminals are coupled to the system, for providing access to the system for accessing information on risks and related hedging strategies. A data aggregation module is configured to store financial and risk related information from a plurality of data sources, including private client data sources and public data sources. An analytical module is coupled to the data aggregation module, and configured to perform benchmarking estimates based on information retrieved from the private client data sources and the public data sources. The benchmarking estimates are performed against the private data and the public data obtained from a plurality of industries.

2010009, Apr 15, 2010

May 4, 2009

12/435243

Thomas P. Ruggieri - New York NY, US
David K. Bradford - Bedford NY, US
Edward Forer - Chicago IL, US

G06F 17/30

707737, 707769, 707E17014, 707E17046

The present invention provides a system and method for information and data aggregation and analysis which provides risk managers, benefits managers, brokers, insurers and other insurance professional to have access to information resources, knowledge management tools, and powerful analytical models needed to increase their value and productivity. In accordance with one embodiment of the invention, the system and method provided is designed for information and data aggregation that allows for the compilation of data for mining and categorization by a knowledge management system, which stores all retrieved information in accordance with categories provided by a categorization engine referred to as a Taxonomy module. A contextualization module configured to retrieve relevant information, based on various factors, including the user's profile, and the user's particular task. The system dynamically provides relevant information as the user interacts and conducts various tasks. The stored information is analyzed by a concept clustering module, so that various concepts relating to a particular topic can be uncovered and stored. In accordance with another embodiment of the invention, the system provides for various analytical tools that allow users to carry on with highly complex analysis of insurance related topics. The range of available analytical tool dynamically varies based on the user's needs and research topics. In accordance with yet another embodiment of the invention, the system provides for a unique interactive workspace that combines the features explained above in a logical manner. To this end, the system interface provides for various job templates, so as to enable the user's to carry various projects by a template driven task assignments. As the user navigates through the workspace, the range of available information to the user chances, based on the user's profile and navigation pattern.

2005014, Jun 30, 2005

Sep 24, 2004

10/949112

Thomas Ruggieri - New York NY, US
David Bradford - Bedford NY, US
Edward Forer - Chicago IL, US

G06F017/60

705037000, 705038000

The present invention provides a system and method for information and data aggregation and analysis which provides risk managers, benefits managers, brokers, insurers and other insurance professional to have access to information resources, knowledge management tools, and powerful analytical models needed to increase their value and productivity. In accordance with one embodiment of the invention, the system and method provided is designed for information and data aggregation that allows for the compilation of data for mining and categorization by a knowledge management system, which stores all retrieved information in accordance with categories provided by a categorization engine referred to as a Taxonomy module. A contextualization module is configured to retrieve relevant information, based on various factors, including the user's profile, and the user's particular task. The system dynamically provides relevant information as the user interacts and conducts various tasks. The stored information is analyzed by a concept clustering module, so that various concepts relating to a particular topic can be uncovered and stored. In accordance with another embodiment of the invention, the system provides for various analytical tools that allow users to carry on with highly complex analysis of insurance related topics. The range of available analytical tool dynamically varies based on the user's needs and research topics. In accordance with yet another embodiment of the invention, the system provides for a unique interactive workspace that combines the features explained above in a logical manner. To this end, the system interface provides for various job templates, so as to enable the user's to carry various projects by a template driven task assignments. As the user navigates through the workspace, the range of available information to the user changes, based on the user's profile and navigation pattern.

2014035, Dec 4, 2014

Jun 16, 2014

14/305530

- New York NY, US
Edward Forer - New York NY, US

G06Q 40/06

705 36 R

A system for providing information on risks and related hedging strategies includes a plurality of client terminals coupled to the server for providing access to the system for accessing information on risks and related hedging strategies. A data aggregation module configured to store financial arid risk related information from a plurality of data sources that include private client data sources and public data sources. An analytical module coupled to the data aggregation module configured to perform benchmarking estimates based on information retrieved from the private client data sources and the public data, sources, the benchmarking estimates further configured to be performed against the private data and the public data obtained from a plurality of industries.