System and method for automated generation of communications involving products or services
First Claim
1. A method of using a computing system for automatically outputting one or more client communications presenting an offer relating to one or more financial products or services specific to one or more clients, the method comprising the steps of:
- receiving incoming data at an interface, the data pertinent to offers relating to one or more financial products or service for a plurality of distinct clients;
using a processor associated with the interface to obtain variable data from the incoming data specific to a particular client based on decision information selected from the group of information particular to the offers, client information, financial product information, and ancillary information;
inserting, by the processor, the variable data specific to the client into at least one client communication generated for the particular client; and
automatically outputting through an output module associated with the processor a single communication for the particular client comprising a host vehicle and the client communication, the host vehicle containing host information for the particular client.
3 Assignments
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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
20 Claims
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1. A method of using a computing system for automatically outputting one or more client communications presenting an offer relating to one or more financial products or services specific to one or more clients, the method comprising the steps of:
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receiving incoming data at an interface, the data pertinent to offers relating to one or more financial products or service for a plurality of distinct clients; using a processor associated with the interface to obtain variable data from the incoming data specific to a particular client based on decision information selected from the group of information particular to the offers, client information, financial product information, and ancillary information; inserting, by the processor, the variable data specific to the client into at least one client communication generated for the particular client; and automatically outputting through an output module associated with the processor a single communication for the particular client comprising a host vehicle and the client communication, the host vehicle containing host information for the particular client. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A system for outputting communications containing offerings relating to one or more financial services specific to one or more clients, the system comprising:
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an interface coupled to a computing system configured to receive data pertinent to offers relating to one or more financial products or service for a plurality of distinct clients; a memory containing decision information selected from the group of information particular to the offers, client information, financial product information, and ancillary information; a processor coupled to the interface and the memory, the processor programmed to; obtain variable data from the interface specific to a particular client based on decision information obtained from the memory; insert the variable data into at least one client communication generated for the particular client; and an output module coupled to the processor configured to automatically output a single communication for the particular client comprising a host vehicle and the at least one client communication, the host vehicle containing host information for the particular client. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20)
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Specification