System and method for intelligent document generation and printing
First Claim
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1. A system, comprising:
- a network;
an electronic document source for storage of at least one investor document, the electronic document source operatively connected to the network;
a history source operatively connected to the network, the history source comprising history data representative of at least one past transaction for at least one investor;
a processor operatively connected to the network, the processor programmed to receive current investment data for an investor, identify from the history source past transaction(s), if any, for the investor, identify document(s) applicable to the current investment data received, determine required investment information for the investor from the identified document(s) applicable to the transaction and based on the past transaction(s) identified, and retrieve the required investment information from the at least one investor document stored on the electronic document source.
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Abstract
A system and method for the creation of a customized investor document for transmission to the investor. In the case of mutual fund purchases, the customized document includes only those of Part A, Part B, Part A notes, and amendments of the then current simplified prospectus required or desired to be provided. The system and method of the present invention also provide for ancillary documents to be provided together with required or desired documents in a single, customized investor document. The present invention is automated and can be used on demand to produce consolidated, personalized investor documents for a myriad of types of transactions.
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Citations
35 Claims
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1. A system, comprising:
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a network;
an electronic document source for storage of at least one investor document, the electronic document source operatively connected to the network;
a history source operatively connected to the network, the history source comprising history data representative of at least one past transaction for at least one investor;
a processor operatively connected to the network, the processor programmed to receive current investment data for an investor, identify from the history source past transaction(s), if any, for the investor, identify document(s) applicable to the current investment data received, determine required investment information for the investor from the identified document(s) applicable to the transaction and based on the past transaction(s) identified, and retrieve the required investment information from the at least one investor document stored on the electronic document source. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33)
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34. A method, comprising the steps of:
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providing a network, an electronic document source for storage of at least one investor document, a history source comprising history data representative of at least one past transaction for at least one investor, and a processor, the network, electronic document source, and history source all operatively connected to the network;
receiving at the processor current investment data for an investor;
identifying from the history source past transaction(s), if any, for the investor, the identification of past transaction(s) performed by the processor;
identifying, with the processor, document(s) applicable to the current investment data received;
determining with the processor required investment information for the investor from the identified document(s) applicable to the transaction and based on the past transaction(s) identified; and
with the processor, retrieving the required investment information from the at least one investor document stored on the electronic document source. - View Dependent Claims (35)
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Specification