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System and method for intelligent document generation and printing

  • US 20050091135A1
  • Filed: 04/19/2004
  • Published: 04/28/2005
  • Est. Priority Date: 10/22/2003
  • Status: Abandoned Application
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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