Patents by Inventor Caroline Frances Stephani
Caroline Frances Stephani has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 11822767Abstract: An apparatus includes a display, a memory, and a processor. The memory stores events and available conversion options for a policy. The events include a conversion expiration event occurring on a conversion expiration date. Each conversion option is associated with a new policy type into which the policy is convertible prior to occurrence of the conversion expiration event. The processor presents a first page of a GUI, displaying a timeline of the events. The first page also displays a feature selectable to investigate the available conversion options. In response to receiving information associated with a selection of the feature, the processor presents a second page of the GUI, displaying the conversion options. The processor receives information associated with a selection of a first conversion option, and, in response, displays a graph illustrating the behavior of the policy upon conversion to the new policy type associated with the first conversion option.Type: GrantFiled: March 13, 2023Date of Patent: November 21, 2023Assignee: THE PRUDENTIAL INSURANCE COMPANY OF AMERICAInventors: Christopher Brian Potter, Katie Peatrowsky, Linda Julian, David Nothnagel, Trevor Jones, Caroline Frances Stephani, Jeffrey Lee Dennie
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Publication number: 20230297585Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: May 22, 2023Publication date: September 21, 2023Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Patent number: 11727026Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: GrantFiled: December 16, 2021Date of Patent: August 15, 2023Assignee: THE PRUDENTIAL INSURANCE COMPANY OF AMERICAInventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Patent number: 11693872Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: GrantFiled: October 7, 2022Date of Patent: July 4, 2023Assignee: THE PRUDENTIAL INSURANCE COMPANY OF AMERICAInventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Publication number: 20230132165Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: October 7, 2022Publication date: April 27, 2023Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Patent number: 11468080Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: GrantFiled: January 15, 2021Date of Patent: October 11, 2022Assignee: THE PRUDENTIAL INSURANCE COMPANY OF AMERICAInventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Publication number: 20220107943Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: December 16, 2021Publication date: April 7, 2022Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Patent number: 11210311Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: GrantFiled: December 14, 2020Date of Patent: December 28, 2021Assignee: THE PRUDENTIAL INSURANCE COMPANY OF AMERICAInventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Publication number: 20210133188Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: January 15, 2021Publication date: May 6, 2021Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Publication number: 20210097066Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: December 14, 2020Publication date: April 1, 2021Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Patent number: 10896190Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: GrantFiled: July 10, 2019Date of Patent: January 19, 2021Assignee: The Prudential Insurance Company of AmericaInventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel
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Publication number: 20210011907Abstract: An apparatus includes a display, a memory, and a hardware processor. The processor accesses a database that includes initial assumptions, current assumptions, values of a life insurance policy over time, transactions, and payments. The processor displays on a first region of the display a baseline curve, a historical performance curve, and an in-force curve. The processor further displays on various other regions of the display a series of points representing the transactions, a current policy value, a first link to download a first file, a second link to display the current assumptions, a third link to download a second file, a fourth link to display the initial assumptions, a fifth link to open an in-force illustrator used to generate an illustration, a sixth link to create or update a new baseline, a seventh link to display the payments, and an eighth link to display the transactions.Type: ApplicationFiled: July 10, 2019Publication date: January 14, 2021Inventors: Christopher Brian Potter, Brian James Perra, Caroline Frances Stephani, Lisa Marie Wark, Jeff Lee Dennie, Michelle Nicole Samuel