Process and apparatus for administering promotional mailings

• US 5,053,955 A
• Filed: 03/23/1989
• Issued: 10/01/1991
• Est. Priority Date: 03/23/1989
• Status: Expired due to Fees

• Current Assignee: Fulfillment Systems Incorporated
• Original Assignee: Fulfillment Systems Incorporated
• Inventors: Peach, John A., Korba, Paul H., Rapp, Kenneth M.
• Primary Examiner(s): NOT, DEFINED
• Application Number:
  US07/328,109
• Time in Patent Office: 922 Days
• Field of Search: 283/58, 283/56, 235/375, 235/379, 364/401, 364/408, 364/464.02
• US Class Current: 705/14.47
• CPC Class Codes: B42D 15/0053 Forms specially designed for commercial use, e.g. bills, receipts, offer or order sheets, coupons
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0236 Incentive or reward received by requiring registration or ID from user
• CPC Class Codes: G06Q 30/0248 Avoiding fraud
• CPC Class Codes: G06Q 30/0271 Personalized advertisement
• CPC Class Codes: Y10S 209/90 Sorting flat-type mail

Abstract

A process is disclosed for merging promotional information, based on multiple requests and relating to different promotions, into a single stream for the printing and mailing of coupons, checks or other promotional items. The requests relating to a particular promotion are matched with an associated promotion control record, with one or more promotions similarly associated with an account control record in the case of preparing checks. Prior to printing, individual data entries for various promotions are combined, and sorted in a sequence predetermined for qualification for various postal rate classifications, thus to minimize the cumulative cost of mailing the entries. Pertinent information associated with each entry is printed on sheets of card stock, each sheet separable into four individual segments to provide four checks or coupons. Prior to printing, the entries are re-sequenced such that eventual severing of the card stock creates stacks or bundles of mailing items arranged in the desired mailing sequence.

Claims

1. A process for preparing multiple individual promotional mailing items based on a plurality of promotions, for mailing to multiple destinations in a manner selected to facilitate mailing the items at a reduced cost, including the steps of:

storing a plurality of promotion entries, each uniquely associated with one of a plurality of promotions, in a first bit-encoded data storage means, each of said promotion entries including a unique promotion flag and a promotion legend identifier unique to the associated promotion;

loading multiple data entries into a second bit-encoded data storage means, each data entry including a mailing address and one of said promotion flags;

matching the promotion flags to operatively associate said first data storage means and said second data storage means, and adding each of said promotion entries to each of its associated data entries, to form multiple combined entries;

storing the combined entries in a third bit-encoded data storage means;

storing a plurality of account entries in a fourth bit-encoded data storage means, each account entry associated with one of a plurality of checking accounts and further associated with hat least one of said promotions, each account entry including a unique account flag, a checking account number corresponding to the account flag, and drawee information identifying a financial institution in which the checking account is maintained;

assigning a check number to each account entry and incrementing the check number each time its associated account flag is matched to one of its associated data entries;

storing each of said account flags in said first data storage means in connection with each of its associated promotions, and storing a check amount in said second data storage means in connection with each data entry;

assigning a check number to each of said account entries, matching the account flags to operatively associate said third data storage means and said fourth data storage means, thereby too add each of said account entries to each of its associated combined entries, and incrementing the check number each time the associated checking account is matched with one of said combined entries;

sorting said combined entries into sets and subsets independently of said promotion flags, with each of said sets corresponding to one of a plurality of different postal mailing rate classifications, and with each of said subsets corresponding to one of a plurality of different designated postal delivery areas based upon said mailing addresses;

arranging said sets and subsets in a predetermined sequence of said combined entries;

generating a plurality of entry images, one image associated with each of said combined entries, wherein each one of said images includes its associated address, promotion legend, check number, account number, amount and drawee information; and

printing said entry images individually upon pieces of printing stock and in a printing sequence depending upon said predetermined sequence, thereby to form individual printed mailing items, with said mailing items serially arranged to facilitate their grouping into bundles corresponding to said subsets of combined entries.

2. The process of claim 1 wherein:

said printing step includes printing each of said account numbers and a selected portion of said drawee identifying information in magnetic ink and in a standard magnetic character font.

3. The process of claim 1, wherein:

said step of storing said account entries includes storing a plurality of authorized signatures in said fourth data storage means, each of said signatures identified by its associated one of said account flags, with each of said entry images including its associated authorized signature.

4. The process of claim 1 including the further steps of:

storing multiple mailing location indicia and their corresponding postal zip codes in a fifth bit-encoded data storage means; and

operatively associating said fifth data storage means with said third data storage means to perform one of the following operations upon each of said combined entries;

confirming the accuracy of a zip code contained in the entry, correcting an erroneous or incomplete zip code in the entry, and adding a zip code to the entry.

6. The process of claim 1 wherein:

said pieces of printing stock comprise sheets arranged in stacks, each sheet being severable into a selected number of parts corresponding to said individual mailing items; and

said printing step includes selectively reordering said predetermined sequence of said combined entries to provide said printing sequence such that a severing of stacks of said sheets into stacks of said parts, following printing, forms said bundles of mailing items.

5. The process of claim 5 including the further steps of:

before operatively associating said third and fifth data storage means, separating said combined entries into primary entries for zip code processing and secondary entries not subject to zip code processing;

performing said operations only upon said primary data entries; and

following said operations, re-associating said primary and secondary entries.

7. A process for preparing multiple checks and for arranging the checks in a predetermined sequence to facilitate mailing them to multiple destinations, including the steps of:

loading multiple data entries into a first bitencoded data storage means, each data entry including a payee name, a payee mailing address, a check amount, and one of a plurality of account flags, each account flag uniquely identifying a checking account maintained in a drawee financial institution;

storing a plurality of account entries in a second bit-encoded data storage means, each account entry including one of said account flags, a checking account number and drawee information identifying the associated drawee;

sorting said data entries into sets and subsets independently of said account flags, with each of said sets corresponding to one of a plurality of different postal mailing rate classifications, and with each of said subsets corresponding to one of a plurality of different designated postal delivery areas based upon said payee mailing addresses, and arranging said sets and subsets in a predetermined sequence of said data entries;

assigning a check number to each of said account entries, matching said account flags to operatively associate said first data storage means and said second data storage means, to add each of said account entries to each of its associated data entries, and incrementing the check number each time the associated checking account is matched with one of said data entries;

generating a plurality of entry images, one image associated with each of said data entries, each of said images including its associated payee name, payee mailing address, check amount, check number, account number and drawee information; and

printing said entry images individually upon pieces of printing stock and in a printing sequence dependent upon said predetermined sequence, thereby to form individual printed checks, serially arranged to facilitate their grouping into bundles of checks corresponding to said subsets of entries.

8. The process of claim 7 wherein:

said step of operatively associating said first and second data storage means is performed after the step of sorting the data entries into said sets and subsets, and during the step of generating the plurality of entry images.

9. The process of claim 7 wherein:

said printing step includes printing each of said account numbers and a selected portion of said drawee information in magnetic ink and in a standard magnetic character font.

10. The process of claim 9 wherein:

each of said checks includes a designated area severable from a remainder of the check, and said printing step further includes printing of said postal zip code in magnetic bar code form on said designated area and printing said account number and selected portion of said drawee information on said remainder.

11. The process of claim 7 wherein:

said step of sorting said account entries includes storing a plurality of authorized signatures in said second data storage means, each of said signatures identified by its associated one of said account flags, with each of said entry images including its associated authorized signature.

12. The process of claim 7 wherein:

each of said mailing addresses includes a postal zip code, and one of said sets corresponds to a bar code classification of mail printed with magnetically recognizable bar codes representing postal zip codes, and wherein said entry images include associated postal zip codes in human readable form and in magnetic bar code form.

13. The process of claim 7 including the further steps of:

storing multiple mailing address location indicia and corresponding postal zip codes in a third bit-encoded data storage means; and

operatively associating said third data storage means with said first data storage means to perform one of the following operations upon each of said data entries;

confirming the accuracy of a postal zip code contained in the entry, correcting an erroneous or incomplete postal zip code inn the entry, and providing the entry with a postal zip code.

14. The process of claim 13 including thee further steps of:

prior to operatively associating said first data storage means and third data storage means, separating said data entries into primary entries for postal zip code processing and secondary entries not subject to postal zip code processing;

performing said operations only upon said primary data entries; and

following said operations, re-associating said primary and secondary entries.

15. The process of claim 7 wherein:

said pieces of printing stock comprise sheets of postcard check stock arranged in stacks, each sheet being severable into a selected number of equally sized check blanks; and

said printing step includes reordering said predetermined sequence of said data entries and printing said entry images prior to severing each stack of sheets, whereby said severance, following printing, forms said bundles of said checks corresponding to said subsets.

16. An apparatus for preparing multiple individual promotional items involving a plurality of promotions, for mailing to multiple destinations in a sequence selected to reduce the cost of such mailing, including:

a first bit--encoded data storage means for storing a plurality of promotion entries, each promotion entry including a promotion flag and a promotion legend unique to one of said promotions;

a second bit-encoded data storage means for storing multiple data entries, each data entry including a mailing address and one of said promotion flags;

a third bit-encoded data storage means for storing said combined entries;

a fourth bit-encoded data storage means for storing a plurality of account entries, each account entry associated with at least one of said promotions and including a checking account number and drawee information identifying a drawee financial institution where a checking account identified by said checking account number is maintained, and wherein each said account number further is stored in said first data storage means in connection with each of its associated promotions;

a control means for matching the promotion flags to operatively associate said first data storage means and said second data storage means, thereby to add each of said promotion entries to each of its associated data entries, thus to form multiple combined entries;

said control means further matching said account numbers to operatively associate said third and fourth data storage means, thereby too add each of said account entries to each of its associated combined entries;

a first sorting means operatively associated with said control means and third data storage means, for sorting said combined entries into sets and subsets, with each of said sets corresponding to one of a plurality of different postal mailing weight classifications, and with each of said subsets corresponding to one of a plurality of different designated postal delivery areas based upon said mailing addresses, and further for arranging said sets and subsets in a predetermined sequence of said combined entries;

image generating means operatively associated with said control means and said third data storage means, for generating a plurality of entry images, one image associated with each of said combined entries, each of said images including the mailing address and promotion legend of its associated combined entry;

a second sorting means operatively associated with said control means and third storage means for arranging said entry images in a printing sequence dependent upon said predetermined sequence; and

a printing means for printing said entry images upon printing stock according to said printing sequence to form multiple mailing items, serially arranged to facilitate their collection into bundles corresponding to said subsets.

17. The apparatus of claim 16 wherein:

said first and third data storage means comprise magnetic disc drives, and said second data storage means comprises a magnetic tape drive.

18. The apparatus of claim 16 further including:

a means for assigning a check number to each of said account entries, and a counting means for incrementing the assigned check number each time its associated account number is matched to one of the associated combined entries.

19. The apparatus of claim 18 wherein:

said printing means employs magnetic ink, and prints said assigned check number, said account number and a selected portion of said drawee identifying information in a standard magnetic character font.

20. The apparatus of claim 16 wherein:

each of said promotion legends includes a logo identifying a sponsor of the associated promotion.

21. The apparatus of claim 16 wherein:

each of said promotion legends includes textual material related to the promotion.

22. The apparatus of claim 16 wherein:

each of said promotion flags is a number unique to its associated promotion, and said associated entry image includes said promotion number.

23. The apparatus of claim 16 wherein:

each of said data entries further includes a payee name identifying an individual, and an order number unique to the identified individual, and a value.

24. The apparatus of claim 23 wherein:

said mailing items comprise checks, and each value comprises a check amount.

25. The apparatus of claim 23 wherein:

said mailing items comprise coupons.

26. The apparatus of claim 16 wherein:

each of said mailing addresses includes a postal zip code, and one of said sets corresponds to a bar code classification of mail printed with magnetically readable bar codes representing postal zip codes, said printing means utilizes magnetic ink, and each of said entry images includes an associated postal zip code in human readable form and in magnetic bar code form.

27. The apparatus of claim 16 further including:

a fifth bit-encoded data storage means for storing multiple mailing location indicia and their corresponding postal zip codes;

said control means further operatively associate said fifth data storage means with said third data storage means to perform one of the following operations upon each of said combined entries;

confirming the accuracy of a postal zip code contained in the entry, correcting an erroneous or incomplete zip code in the entry, and providing the entry with a zip code.

28. The apparatus of claim 16 wherein:

said pieces of printing stock comprise sheets arranged in stacks, each sheet being severable into a selected number of equally sized parts corresponding to said individual mailing items; and

said second sorting means reorders said predetermined sequence of said combined entries, to provide for printing of said selected number of entry images on each of said sheets whereby, upon a severing of each stack of sheets into said select number of separate stacks of said parts, each said stack of parts comprises one of said bundles of said mailing items.

29. An apparatus for preparing multiple checks and for arranging the checks in a predetermined sequence to facilitate mailing them to multiple destinations, including:

a first bit-encoded data storage means for storing multiple data entries, each data entry including a payee name, a payee mailing address, a check amount, and one of a plurality of account flags, each account flag identifying a checking account maintained in a drawee financial institution;

a second bit-encoded data storage means for storing a plurality of account entries, each account entry including one of said account flags, a checking account number and drawee information identifying the associated drawee;

a control means for matching said account flags to operatively associate said first data storage means and said second data storage means, thus to add each of said account entries to each of its associated data entries, and a check number generating means operatively associated with said control means, for assigning a check number to each said amended data entry corresponding to the associated account number, and for incrementing the check number associated with each of said checking accounts each time the associated checking account is matched with one of said data entries;

a first sorting means operatively associated with said first control means for sorting said data entries into sets of different postal mailing rate classifications, and into subsets of different designated postal delivery areas, based upon said payee mailing addresses, and arranging said sets and subsets in a predetermined sequence of said data entries;

an image generating means operatively associated with said control means, for generating a plurality of entry images, one image associated with each of said data entries, each of said images including its associated payee name, payee mailing address, check amount, check number, account number and drawee information; and

a printing means for printing said entry images upon printing stock according to a printing sequence corresponding to said predetermined sequence, to form a multiplicity of individual printed checks, serially arranged to facilitate their grouping into bundles of checks corresponding to said subsets of entries.

30. The apparatus of claim 29 wherein:

said printing means utilizes a magnetic ink, and prints each of said account numbers and a selected portion of said drawee information in a standard magnetic character font.

31. The apparatus of claim 30 wherein:

each of said checks includes a designated area severable from a remainder of the check, and said printing means further prints a postal zip code associated with said mailing address in magnetic bar code form on said designated area and prints said account number and said selected portion of drawee information on said remainder.

32. The apparatus of claim 29 including;

a plurality of authorized signatures stored in said second data storage means, each authorized signature associated with one of said accounts, and wherein each of said entry images includes its associated authorized signature.

33. The apparatus of claim 29 wherein:

each of said mailing addresses includes a postal zip code, and one of said sets corresponds to a bar code classification of mail printed with magnetically recognizable bar codes representing postal zip codes, and wherein said entry images include associated postal zip codes in human readable form and in magnetic bar code form.

34. The apparatus of claim 29 further including:

a third bit-encoded data storage means for storing multiple mailing address location indicia and corresponding postal zip codes, wherein said control means operatively associates said third data storage means with said first data storage means to perform one of the following operations upon each of said data entries;

confirming the accuracy of a postal zip code contained in the entry, correcting an erroneous or incomplete postal zip code in the entry, and providing the entry with a postal, zip code.

35. The apparatus of claim 29 wherein

said printing stock includes sheets of postcard check stock arranged in stacks, each sheet being severable into a selected number of equally sized check blanks;

and

wherein a second sorting means operatively associated with said control means reorders said predetermined sequence of data entries, such that said printing means, pursuant to said printing sequence, prints the selected number of entry images on each of said sheets, and the subsequent severing of each stack of sheets forms said bundles of said printed checks.

36. The apparatus of claim 29 wherein:

each of said account flags is a number unique to its associated account, and each entry image includes its associated account flag.

37. The apparatus of claim 36 wherein:

each of said account flags includes at least a portion of its associated account number.

38. The apparatus of claim 29 further including:

a third bit-encoded data storage means for storing a plurality of promotion entries, each promotion entry including a promotion flag and a promotion legend unique to one of a plurality of promotions, and further for storing said account numbers, each account number being associated with at least one of said promotions;

said promotion flags further being stored in said first data storage means;

said control means further matching the promotion flags to operatively associate said first data storage means and said third data storage means, thereby to add each of said promotion entries to each of its associated data entries; and

wherein each entry image further includes its associated one of said promotion legends.

39. The apparatus of claim 38 wherein:

said first data storage means includes a magnetic tape drive, and said third data storage means includes a first magnetic disc drive containing a plurality of legend identifiers and a second magnetic disc drive containing said identifiers and a promotion legend associated with each identifier.