System and method for creating a calendar of compliance tasks for a benefit plan

Patent metadata

Field	Value
Publication number	US-2016180294-A1
Application number	US-201514734935-A
Country	US
Kind code	A1
Filing date	Jun 9, 2015
Priority date	Dec 23, 2014
Publication date	Jun 23, 2016
Grant date	—

Abstract

The disclosed embodiments include a system and method for generating a customized calendar of compliance tasks associated with administering a benefit plan. The system can create and store calendars for any number of plans of any type including defined benefit, defined contribution, and health and welfare plans. The system can be customized based on the requirements of a specific plan, country, or client. The system can be configured to send out reminders regarding calendar events. In some embodiments, the system may also be configured to automatically perform certain events such as, but not limited to, automatically retrieve information, fill out forms, and submit forms with or without user interaction. Thus, using the disclosed embodiments, plan sponsors are more easily able to comply with all the requirements set forth for a benefit plan.

First claim

What is claimed is:

1 . A system configured to generate a customized calendar of compliance tasks associated with administering a benefit plan, the system comprising:
memory for storing computer executable instructions and data; and a processor for executing the computer executable instructions, wherein the computer executable instructions comprise instructions for:
receiving user-input indicating a user selection of the benefit plan;
retrieving benefit plan data associated with the benefit plan;
receiving answer data indicating answers corresponding to questions associated with the benefit plan; and
generating the customized calendar of compliance tasks associated with administering the benefit plan based on the answer data and the benefit plan data.

2 . The system of claim 1 , wherein the computer executable instructions further comprise instructions for retrieving a calendar template associated with the benefit plan.

3 . The system of claim 2 , wherein the calendar template is country specific.

4 . The system of claim 1 , wherein the computer executable instructions further comprise instructions for:
identifying a question set containing the questions associated with the benefit plan; and presenting the questions associated with the benefit plan to a user.

5 . The system of claim 4 , wherein the computer executable instructions further comprise instructions for:
receiving updated answer data indicating changes to the answers corresponding to the questions associated with the benefit plan; and updating the customized calendar of compliance tasks associated with administering the benefit plan based on the updated answer data.

6 . The system of claim 1 , wherein the computer executable instructions further comprise instructions for generating a reminder event for a compliance task, wherein the reminder event is configured to send a reminder message to a plurality of specified recipients.

7 . The system of claim 1 , wherein the computer executable instructions further comprise instructions for automatically performing a compliance task prior to a due date of the compliance task.

8 . The system of claim 1 , wherein the computer executable instructions further comprise instructions for verifying that that a user has permission to modify the answer data.

9 . A computer-implemented method for generating a customized calendar of compliance tasks associated with administering a benefit plan, the method comprising:
receiving user-input indicating a user selection of the benefit plan; retrieving benefit plan data associated with the benefit plan, wherein the benefit plan data includes requirements associated with the benefit plan; determining whether the benefit plan is associated with a question set; identifying the question set containing questions associated with the benefit plan in response to a determination that the benefit plan is associated with the question set; and presenting the questions associated with the benefit plan to a user; receiving answer data indicating answers corresponding to questions associated with the benefit plan; generating, using a processor, the customized calendar of compliance tasks associated with administering the benefit plan using the benefit plan data and the answer data; and generating a reminder event for a compliance task based on the customized calendar of compliance tasks associated with administering the benefit plan, wherein the reminder event is configured to send a reminder message to a plurality of specified recipients.

10 . The computer-implemented method of claim 9 , wherein the benefit plan data includes weekend and holiday rules associated with the benefit plan.

11 . The computer-implemented method of claim 9 , further comprising:
receiving updated answer data indicating changes to the answers corresponding to the questions associated with the benefit plan; and updating the customized calendar of compliance tasks associated with administering the benefit plan based on the updated answer data.

12 . The computer-implemented method of claim 9 , further comprising automatically performing a compliance task prior to a due date of the compliance task.

13 . The computer-implemented method of claim 9 , further comprising verifying that that a user has permission to modify the answer data.

14 . A computer-readable storage media having stored thereon computer-executable instructions that when executed by a processor of a system, enables the system to:
receive user-input indicating a user selection of a benefit plan; receive answer data indicating answers corresponding to questions associated with the benefit plan; and generate a customized calendar of compliance tasks associated with administering the benefit plan based on the answer data.

15 . The computer-readable storage media of claim 14 , wherein the computer executable instructions further comprise instructions for:
identifying a question set containing the questions associated with the benefit plan; and presenting the questions associated with the benefit plan to a user.

16 . The computer-readable storage media of claim 15 , wherein the computer executable instructions further comprise instructions for:
receiving updated answer data indicating changes to the answers corresponding to the questions associated with the benefit plan; and updating the customized calendar of compliance tasks associated with administering the benefit plan based on the updated answer data.

17 . The computer-readable storage media of claim 14 , wherein the computer executable instructions further comprise instructions for generating a reminder event for a compliance task, wherein the reminder event is configured to send a reminder message to a plurality of specified recipients.

18 . The computer-readable storage media of claim 14 , wherein the computer executable instructions further comprise instructions for automatically performing a compliance task prior to a due date of the compliance task.

Assignees

• Xerox Corp

Inventors

• Simon Tamara M
• Eisner Andrew D

Classifications

• G06Q10/1057 Primary

  Benefits or employee welfare, e.g. insurance, holiday or retirement packages · CPC title