Automated reply generation direct marketing system
DC CAFCFirst Claim
1. A method for automatically creating, by use of at least one processor associated with one or more databases, communication data outputs for plurality of clients relating to a financial product or service, the method comprising the steps of:
- automatically generating, using at least one processor, communication data outputs for a plurality of clients, the communication data outputs comprising an offering for a particular type of product or service, wherein the communication data outputs comprise at least two components, wherein one component is configured for viewing on a display accessible via the internet by clients and contains distinct choices particular to the offering;
sending one component of the communication data outputs to at least certain of the plurality of clients;
receiving, via the at least one processor, one or more responsive communications from the certain clients to the offerings, the responsive communications responding to at least one of the one component configured for viewing on a display accessible via the internet, and any subsequent communication presented to the at least certain of the plurality of clients, the responsive communications comprising an initial communication indicating a distinct choice selected by the certain clients;
automatically generating, using the at least one processor, one or more responsive communication data outputs containing data obtained from the one or more databases,wherein the responsive communication data outputs for the certain clients is in response to the initial or any subsequent communications from the certain clients, and wherein the responsive communication data outputs are composed using at least certain variable data specific to the certain clients, wherein the at least certain variable data is different from or in addition to one or more of the name, address or account data for the certain clients; and
delivering the responsive communication data outputs to the certain clients, the responsive communication data outputs configured for client viewing.
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Litigations
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Accused Products
Abstract
A system for automatically preparing customized replies in response to communications from a plurality of clients. To facilitate automation and tracking, each original communication to the client (or each original response from the client) is tagged with a unique label, and replies to client responses are each correspondingly labeled. The system provides individualized replies to each of a variety of response options that a client might exercise in response to a received communication, whether an original communication or a reply to a previous response. The system is applicable to mass marketing communications, and is particularly well suited to the generation of personalized replies to each and every one of a multitude (tens of thousands and up to millions) of communications from clients. The system is also capable of continuing to generate replies to follow-up responses from clients and to thereby maintain an ongoing “conversation” until the client makes a purchase decision, or no longer responds. Communications may be delivered through a variety of means, such as the internet, the mails, by facsimile, on a host communication, etc.
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Citations
42 Claims
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1. A method for automatically creating, by use of at least one processor associated with one or more databases, communication data outputs for plurality of clients relating to a financial product or service, the method comprising the steps of:
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automatically generating, using at least one processor, communication data outputs for a plurality of clients, the communication data outputs comprising an offering for a particular type of product or service, wherein the communication data outputs comprise at least two components, wherein one component is configured for viewing on a display accessible via the internet by clients and contains distinct choices particular to the offering; sending one component of the communication data outputs to at least certain of the plurality of clients; receiving, via the at least one processor, one or more responsive communications from the certain clients to the offerings, the responsive communications responding to at least one of the one component configured for viewing on a display accessible via the internet, and any subsequent communication presented to the at least certain of the plurality of clients, the responsive communications comprising an initial communication indicating a distinct choice selected by the certain clients; automatically generating, using the at least one processor, one or more responsive communication data outputs containing data obtained from the one or more databases, wherein the responsive communication data outputs for the certain clients is in response to the initial or any subsequent communications from the certain clients, and wherein the responsive communication data outputs are composed using at least certain variable data specific to the certain clients, wherein the at least certain variable data is different from or in addition to one or more of the name, address or account data for the certain clients; and delivering the responsive communication data outputs to the certain clients, the responsive communication data outputs configured for client viewing. - 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)
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30. A system comprising at least one processor associated with one or more databases, for automatically creating communication data outputs for plurality of clients relating to a financial product or service, the system comprising:
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at least one processor configured to automatically generate communication data outputs for a plurality of clients, the communication data outputs comprising an offering for a particular type of product or service, wherein the communication data outputs comprise at least two components, wherein one component is configured for viewing on a display accessible via the internet by clients and contains distinct choices particular to the offering; interface capability coupled to the at least one processor for sending one component of the communication data outputs to at least certain of the plurality of clients and receiving one or more responsive communications from the certain clients to the offerings, the responsive communications responding to at least one of the one component configured for viewing on a display accessible via the internet, and any subsequent communication presented to the at least one client in the subset of the plurality of clients, the responsive communications comprising an initial communication indicating a distinct choice selected by the certain clients; wherein the processor is configured to automatically generate one or more responsive communication data outputs containing data obtained from the one or more databases, and wherein the responsive communication data outputs for the certain clients is in response to the initial or any subsequent communications from the certain clients, and wherein the responsive communication data outputs are composed using at least certain variable data specific to the certain clients, wherein the at least certain variable data is different from one or more of the name, address or account data for the certain clients; and wherein the interface capability is configured to deliver the responsive communication data outputs to the certain clients configured for client viewing. - View Dependent Claims (31, 32, 33, 34, 35, 36)
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37. A system for automatically creating, comprising at least one processor associated with one or more databases, communication data outputs for plurality of clients relating to a financial product or service, the system comprising:
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means for automatically generating communication data outputs for a plurality of clients, the communication data outputs comprising an offering for a particular type of product or service, wherein the communication data outputs comprise at least two components, wherein one component is configured for viewing on a display accessible via the internet by clients and contains distinct choices particular to the offering; means for sending one component of the communication data outputs to at least certain of the plurality of clients; means for receiving one or more responsive communications from the certain clients to the offerings, the responsive communications responding to at least one of the one component configured for viewing on a display accessible via the internet, and any subsequent communication presented to the at least one client in the subset of the plurality of clients, the responsive communications comprising an initial communication indicating a distinct choice selected by the certain clients; means for automatically generating one or more responsive communication data outputs containing data obtained from the one or more databases, wherein the responsive communication data outputs for the certain clients is in response to the initial or any subsequent communications from the certain clients, and wherein the responsive communication data outputs are composed using at least certain variable data specific to the certain clients, wherein the at least certain variable data is different from or in addition to one or more of the name, address or account data for the certain clients; and means for delivering the responsive communication data outputs to the certain clients, the responsive communication data outputs configured for client viewing. - View Dependent Claims (38, 39, 40, 41, 42)
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Specification