Abstract: Systems and methods to mask Personally Identifiable Information (“PII”) without masking proximate context are provided. The system may create a raw data set using at least one data file including PII through an ingestion pipeline. The system may identify and categorize the type of PII to be masked and record the type of PII in a data field. The system may selectively mask the PII by analyzing at least one location to determine a context proximate to the PII and masking only the PII. The system may output a masked data set including the at least one data file with the PII selectively masked and the data field containing a record of the type of PII selectively masked.

Abstract: An application programming interface (API) orchestration system and method are disclosed to provide communication between clients and providers, all communicating in different formats and protocols and having different security requirements. It employs an orchestration module that has a data model creator which aggregates data fragments of the clients into a standard canonical data model. It also includes universal API gateways to connect to a plurality of adapters, each designed to be compatible with a specific provider. Each adapter includes a mapper that converts input data formats to that of a specific provider. A parameter device that for each workflow step appends parameters to messages between the client and the provider, and a protocol device, to reproduce the communication protocol of its associated provider. Each adapter has a universal API gateway that is compatible with that of the orchestration module, allowing other adapters to be added as plugin modules.

Abstract: A system and method that performs a similarity calculation to identify insurance accounts having similar characteristics. The similarity calculation may be based on an existing insurance account or a synthetic insurance account that has user defined characteristics. The system and method may store account information for a plurality of insurance accounts that is normalized to a coordinate system. Parameters of a similarity account are identified and a similarity calculation is performed to identify a subset of the plurality of insurance accounts that match the similarity account. The similarity calculation includes calculating a distance between the similarity account and each of the plurality of insurance accounts and determining the subset of the plurality of insurance accounts that satisfy a predetermined similarity threshold based on the distance.

Abstract: Described is a system having a system server and a user device. The system server as part of the system and individually stores a database of insurance related information for each of a plurality of entities and further includes tool algorithms that perform analysis of the insurance related information to generate insurance related analytical information for each of the entities. The user device as part of the system and individually executes a tool application that includes a plurality of display screens, wherein to display each display screen the user device sends a selection of a subset of the insurance related information and insurance related analytical information corresponding to each display screen to the system server and receives the corresponding subset of the insurance related information and insurance related analytical information from the system server and displays the corresponding display screen via the tool application.

Abstract: A system and method related to comparing information during a process for issuing insurance policies. The system has a database that stores a formatted submission for an insurance policy, the formatted submission comprising a plurality of insurance policy clauses and attribute information for an entity that desires to purchase the insurance policy, a user interface that receives information from an insurance company related to the formatted submission and a processor that compares the information received from the insurance company to the formatted submission and outputs comparison data based on the information and the formatted submission.

Abstract: Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker.

Abstract: Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker.