Project scope

Search Strategy

Search date: 14 Sept, 2006

Database: Micropatent (PatSearch Fulltext)

Search Strings, Hits & Scope:

• Search I
  • Query: (Life) AND (Insurance OR Reinsurance OR Polic* OR Annuit*) - 532 hits
  • Search scope – Title, Abstract & Claims, Date - 2000 till date
  • Databases: US, EP, WO, JP, DE, GB and FR (common for all)
• Search II
  • Query: (computer) and (Insurance OR Reinsurance) and (Polic* OR Annuit*) – 511 hits
  • Search scope – Title, Abstract & Claims, Date 1991 till date
• Search III
  • Query: (Insurance OR Reinsurance OR polic* or Annuit*) limited by assignee (Insurance OR Bank) – 345 hits
  • Search scope – Title, Abstract & Claims, Date – 1991 till date – 345 hits
• Total # of records - Search I + Search II + Search III = 1239 (excluding duplicates and family members but includes off-target)

Note: All search hits exclude family members and duplicate patent records

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IP Activity Over Years

The total count here is not equal to 1239, 8 patents (priority date prior to 1990) have already been dropped during 1st filtering process.

IP Activity Over Years

Priority date: The initial date of filing of a patent application, normally in the applicant's domestic patent office. This date is used to help determine the novelty of an invention.

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Assignees Involved – First cut

• Assignee names available for only 687 out of 1239 patents
• 459 patents are having inventor name
• In 93 patent records assignee name is not available
• Dolcera will incorporate missing assignee names during the process wherever possible from known sources

Assignees Involved – First cut

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Other Assignees

• There are other insurance companies also involved apart from key players which will be indicated in final report
• Technology companies apart from GE, IBM

1. Accenture
2. Nippon Electric
3. Ntt DoCoMo
4. Xerox Corp etc…..

• Banks involved are

1. Bank Of America
2. Bank Of Montreal
3. Bank Of New York
4. Chase Manhattan Bank
5. First USA Bank
6. JP Morgan Chase Bank
7. UFJ Bank etc…….

• Above and other Insurance, Banking and Technology assignees will be incorporated in final report

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Note

• # of patents (1239) will be reduced after filtering off-target patents, so the numbers presented here will vary in final report
• Patents will be considered for analysis starting date from 1990
• Report completion will take 3-4 weeks

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Deliverable

• Content

1. IP landscape
2. Competitor landscape
3. Market landscape
4. Technology landscape
   1. Various dimensions under which patents have been filed
   2. Core insurance firms patents on their internal processes
   3. Technology companies and their activity in Insurance domain
5. Geographic distribution
6. Other standard Dolcera indicators (Dash board, Mind maps etc..)

• Report format

1. Power point
2. Wiki

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Insurance - Background

• Definitaion of Insurance :
  • Insurance is defined as the equitable transfer of the risk of a potential loss, from one entity to another, in exchange for a premium and duty of care.

• Principles of Insurance :