{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-9691072","patent":{"patent_number":"US-9691072","title":"Method and system for generating electronic forms for purchasing financial products","assignee":null,"inventors":[],"filing_date":"2001-09-17T00:00:00.000Z","publication_date":"2017-06-27T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q"],"num_claims":6,"abstract":"The present invention provides a system and method for generating electronic forms for purchasing a financial product, such as a variable annuity. The present invention enables a user (e.g., an agent, a seller, etc.) to access a web-based application where pre-interview data of a client may be entered. The web-based application may then setup interview transaction templates based on various rules and other considerations for gathering appropriate information from a client. The transaction may be stored on the user's desktop device which may be used to remotely gather interview data from a client. During the interview process, the user may collect data offline. At the end of the interview process, the user may reconnect with the web-based application for transmitting data to a server. The server may then generate the appropriate forms based on the interview data gathered remotely and/or other sources of information."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Method and system for generating electronic forms for purchasing financial products","description":"The present invention provides a system and method for generating electronic forms for purchasing a financial product, such as a variable annuity. The present invention enables a user (e.g., an agent,","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-9691072","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-9691072","citation_suggestion":"Patentable. \"Method and system for generating electronic forms for purchasing financial products\" (US-9691072). https://patentable.app/patents/US-9691072","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-9691072","json":"https://patentable.app/api/llm-context/US-9691072","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-06-06T09:54:39.102Z"}