SYSTEM AND METHOD FOR AUTOMATED EXECUTION, REPORTING, AND SALES ANALYSIS
First Claim
1. A method for controlling the operations of automatically creating client communications associated with one or more sales programs for a financial product or service via one or more computing systems with one or more databases, including a client database, comprising the steps of:
- automatically receiving, without human intervention, instruction data for scheduling creation of client communications for a financial product or service, the client communications being specific to one or more sales programs operated by a system user;
automatically providing, without human intervention, task data to a processing capability associated with the one or more computing systems for one or more tasks that relate to the one or more sales programs scheduled for processing;
automatically retrieving, without human intervention, decision criteria and other task information from a database that relates to the one or more sales programs; and
automatically generating client communications using the one or more computing systems for each client associated with the one or more sales programs using client information contained in the client database.
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Accused Products
Abstract
A method and apparatus are provided for automatically preparing a client communication pertaining to a financial product for a client, wherein the client communication is for combined use with a corresponding host vehicle. The method comprises providing a format for the client communication wherein the communication format includes a variable portion; inputting into a computer-accessible storage medium variable information other than a client identification; inputting into the storage medium decision information; and using the decision information to select a subset of the variable information for inclusion in a variable portion of the client communication corresponding to the variable portion of the client communication format. The apparatus comprises an inputting device for inputting into a computer-accessible storage medium variable information comprising other than a client identification and decision information; a processor operatively coupled to the storage medium for using the decision information to automatically select a subset of the variable information for each of the clients; and an output preparing component in operative communication with the processor for preparing the client communications and for automatically inserting into the client communication the subset of variable information for the corresponding and respective client.
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Citations
43 Claims
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1. A method for controlling the operations of automatically creating client communications associated with one or more sales programs for a financial product or service via one or more computing systems with one or more databases, including a client database, comprising the steps of:
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automatically receiving, without human intervention, instruction data for scheduling creation of client communications for a financial product or service, the client communications being specific to one or more sales programs operated by a system user;
automatically providing, without human intervention, task data to a processing capability associated with the one or more computing systems for one or more tasks that relate to the one or more sales programs scheduled for processing;
automatically retrieving, without human intervention, decision criteria and other task information from a database that relates to the one or more sales programs; and
automatically generating client communications using the one or more computing systems for each client associated with the one or more sales programs using client information contained in the client database. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 22, 23, 24, 25, 26)
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21. A method according to claim 21, wherein the management reports includes management data on at least one of:
- resource allocation data, budgeting data, and activity planning data.
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27. A method for controlling the operations of automatically creating client communications associated with one or more sales programs via at least one computing system with one or more databases, including a client database, comprising the steps of:
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automatically receiving, without human intervention, one or more responses from a first one or more clients in the form of sales data pertaining to a first one or more sales programs;
automatically inputting, without human intervention, the sales data relating to each client via the computing system;
storing the sales data in the one or more databases;
using a processing capability within the one or more computing systems to analyze the sales data to compile sales instruction data pertaining to the first one or more sales programs;
providing the sales instruction data to the processing capability to modify decision criteria located in one or more databases relating to a second one or more sales programs associated with a second one or more clients;
receiving instruction data for scheduling the creation of the client communications for the second one or more clients based on the decision criteria modified by the sales instruction data;
generating a client communication using the computing system for a specific client contained in the client database associated with a specific sales program. - View Dependent Claims (28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38)
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39. A system for controlling the operations of automatically creating client communications associated with one or more sales programs for a financial product or service via one or more computing systems with one or more databases, including a client database, comprising the steps of:
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means for automatically receiving, without human intervention, instruction data for scheduling creation of the client communications being specific to one or more sales programs operated by a system user, means for automatically providing, without human intervention, task data to a processing capability associated with the one or more computing systems for one or more tasks that relate to the one or more sales programs scheduled for processing;
means for automatically retrieving, without human intervention, decision criteria and other task information from a database that relates to the one or more sales programs; and
means for automatically generating client communications using the one or more computing systems for each client associated with the one or more sales programs using client information contained in the client database. - View Dependent Claims (40, 41, 42, 43)
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Specification