Abstract: Computer implemented systems and methods are disclosed for importing data from electronic data files. In accordance with some embodiments, a file format is assigned to a source electronic data files by a data importation system. The data importation system may further identify a file type identifier associated with the source electronic data file and map the source electronic data file to a transformation template. The data importation system may further store the file format, file type identifier, and an indication of the transformation template as a file type profile associated with the source electronic data file in a database.

Abstract: Methods and systems for team analysis and recommendation are disclosed. In some examples, a recommendation system receives team data corresponding to a team (e.g., including contractor(s)) associated with a project, including project history information associated with prior project(s) worked on by the contractor(s) before the project. The recommendation system analyzes the team data to generate a confidence score that represents an estimated level of confidence in an ability of the team to fulfill a specified obligation type. The recommendation system identifies, based on the team data and the confidence score, a recommended offer for assisting the team (e.g., the contractor(s)) with aspect(s) of the project. The recommended offer includes obligation(s) of the specified obligation type. The obligation(s) are customized for the team based on the confidence score. The recommendation system sends the recommended offer to a user device to request that the user device present the recommended offer.

Abstract: Methods and systems for situationally-responsive recommendation presentment are disclosed. In some examples, a recommendation system receives project data associated with a project (e.g., timeline information indicative of a stage that the project is in along a project timeline, team information associated with the project's team). The recommendation system analyzes the project data to identify a recommended offer that is appropriate for the stage that the project is in along the project timeline and that is appropriate for the team. The recommendation system identifies a presentment configuration for the recommended offer (e.g., timing associated with presenting the recommended offer and/or an interface setting for an interface to present the recommended offer). The recommendation system sends the recommended offer to a user device to request that the user device present the recommended offer through the interface according to the interface setting and the timing identified in the presentment configuration.

Abstract: The present disclosure is directed method and apparatus that may automatically adjusting credits that offered to support a project based on received project information. Information received by a computer that evaluates credit adjustments may include a property value, a current amount of debt, a current value of project materials, type of project materials, a current credit amount, and an address associated with the product. Such methods may include using received client information to establish an account credit offer based on the received client information, establish a project credit offer based on reived project information, generate an adjustment multiple when the project credit offer is different than the account credit offer, and change the account credit offer based on the project credit offer and the adjustment multiple.

Abstract: The present disclosure is directed method and apparatus that may automatically adjusting credits that offered to support a project based on received project information. Information received by a computer that evaluates credit adjustments may include a property value, a current amount of debt, a current value of project materials, type of project materials, a current credit amount, and an address associated with the product. Such methods may include using received client information to establish an account credit offer based on the received client information, establish a project credit offer based on reived project information, generate an adjustment multiple when the project credit offer is different than the account credit offer, and change the account credit offer based on the project credit offer and the adjustment multiple.

Abstract: Systems and methods of automated population of data for streamlined online processing are provided. Information related to a contractor may be received over a communication network from a contractor database. Such data may be automatically filtered based on a set of one or more filtration rules, and a resulting filtered data set may sent to a designated device for processing. Different parties may be associated with different filter sets. A recommended match may be identified and sent to a device associated with each contractor. Each recommended match may correspond to such recommended insurance coverages or changes thereof, as well as a matched insurance or other service provider. The notification regarding the recommended may further include a link to automatically establish a connection to a system of a matched service provider and to automatically populate an online form with the contractor information.

Abstract: Systems and methods for automated project documentation workflows are provided. Where the project includes a lien, for example, related project documentation may be based on standing of a client and applicable legal deadlines in accordance with an agreement with the client and an assigned credit offer. An automated workflow may be generated based on such information, which may include various determinations regarding such factors as client standing, required actions, and related deadlines. The automated workflow may further be executed to generate one or more lien forms and related documentation, as well as to provide the prepared documents to identified recipient systems. The automated workflow may further include generation and transmission of a notification to a client device when the lien documentation is generated.

Abstract: Disclosed herein are systems and methods for contractor analysis. A system establishes an account credit offer for a contractor based on contractor information about the contractor. The system receives information indicative of a status of a construction project associated with the contractor. The system generates an adjustment multiple for the account credit offer based on the status of the construction project, and adjusts the account credit offer based on the adjustment multiple.

Abstract: Disclosed herein are systems and methods for contractor analysis. A system receives contractor information associated with a contractor. The contractor information includes financial information about the contractor and business information about the contractor. The system generates a contractor quality score based on the contractor information. The system establishes an account credit offer based on the contractor information, and adjusts the account credit offer based on the contractor quality score.

Abstract: The present disclosure is directed method and apparatus that may automatically adjusting credits that offered to support a project based on received project information. Information received by a computer that evaluates credit adjustments may include a property value, a current amount of debt, a current value of project materials, type of project materials, a current credit amount, and an address associated with the product. Such methods may include using received client information to establish an account credit offer based on the received client information, establish a project credit offer based on reived project information, generate an adjustment multiple when the project credit offer is different than the account credit offer, and change the account credit offer based on the project credit offer and the adjustment multiple.

Abstract: A computer-implemented method for utilizing a mechanic's lien to enhance payment performance on a financial agreement, the method may include initiating a mechanic's lien process based on determining that a stakeholder is not in good standing (not in compliance with terms of the financial agreement), sending a first notification to the stakeholder, performing a first determination if the stakeholder is in good standing, and sending a notice of intent to lien to the stakeholder based on the first determination. Next, a second determination identifying whether the stakeholder is in good standing may be performed, this may result in a lien notification being sent to the stakeholder when the second determination identifies that the stakeholder is not in good standing. Then, after a third determination identifying that the stakeholder is still not incompliance a lien may be filed and a notification identifying that the lien has been filed may be sent.

Abstract: The present disclosure is directed method and apparatus that may automatically adjusting credits that offered to support a project based on received project information. Information received by a computer that evaluates credit adjustments may include a property value, a current amount of debt, a current value of project materials, a current credit amount, and an address associated with the product. Such methods may include using received client information to establish an account credit offer based on the received client information, establish a project credit offer based on reived project information, generate an adjustment multiple when the project credit offer is different than the account credit offer, and change the account credit offer based on the project credit offer and the adjustment multiple.