Integrated customer communications computer system and process for implementing same
First Claim
1. An integrated customer communications computer system, comprising:
- at least one computer database; and
a communications computer system, in communication with said at least one database and at least one component of an account opening system, and configured to provide outbound customer communications,wherein the communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from said at least one component of the account opening system, and static content for the templates received from a content repository, andwherein the communications computer system includes;
a communication manager, comprising;
a communication controller receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto;
a document manager managing documents associated with the communications; and
a communication history component maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database;
a plurality of transmission channels for transmitting the communications;
an interface for managing the templates and the content; and
a document repository storing, retrieving, and managing storage of the documentswherein the interface for managing the templates is configured to provide a user functionality to create, preview, edit, maintain and delete communication templates for different channels, define what data items are included in the communication, insert dynamic variables that vary by at least one of channel and communication type, define a source of the dynamic data for the communication, and make deployments to various environments for validation.
2 Assignments
0 Petitions
Accused Products
Abstract
An integrated customer communications computer system is configured to provide outbound customer communications. The communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from at least one component of an account opening system, and static content for the templates received from a content repository. The communications computer system includes a communication manager, a plurality of transmission channels, an interface for managing the templates and the content, and a document repository. Various embodiments are described, including a computer implemented method of providing customer communications using an integrated customer communications component and/or module.
133 Citations
50 Claims
-
1. An integrated customer communications computer system, comprising:
-
at least one computer database; and a communications computer system, in communication with said at least one database and at least one component of an account opening system, and configured to provide outbound customer communications, wherein the communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from said at least one component of the account opening system, and static content for the templates received from a content repository, and wherein the communications computer system includes; a communication manager, comprising; a communication controller receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; a document manager managing documents associated with the communications; and a communication history component maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; a plurality of transmission channels for transmitting the communications; an interface for managing the templates and the content; and a document repository storing, retrieving, and managing storage of the documents wherein the interface for managing the templates is configured to provide a user functionality to create, preview, edit, maintain and delete communication templates for different channels, define what data items are included in the communication, insert dynamic variables that vary by at least one of channel and communication type, define a source of the dynamic data for the communication, and make deployments to various environments for validation. - 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, 30, 46)
-
-
31. A computer implemented method of providing integrated customer communications, comprising:
-
generating documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from at least one component of the account opening system, and static content for the templates received from a content repository, wherein said generating comprises; receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; managing documents associated with the communications; and maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; transmitting the communications via one or more transmission channels; managing the templates and the content; and storing, retrieving, and managing storage of the documents, wherein he managing the templates comprises creating, previewing, editing, maintaining and deleting communication templates for different channels, defining what data items are included in the communication, inserting dynamic variables that vary by at least one of channel and communication type, defining a source of the dynamic data for the communication, and making deployments to various environments for validation. - View Dependent Claims (32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45)
-
-
47. An integrated customer communications computer system, comprising:
-
at least one computer database; and a communications computer system, in communication with said at least one database and at least one component of an account opening system, and configured to provide outbound customer communications, wherein the communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from said at least one component of the account opening system, and static content for the templates received from a content repository, and wherein the communications computer system includes; a communication manager, comprising; a communication controller receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; a document manager managing documents associated with the communications; and a communication history component maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; a plurality of transmission channels for transmitting the communications; an interface for managing the templates and the content; and a document repository storing, retrieving, and managing storage of the documents, wherein said communication controller receives the at least one of communication requests and history requests from at least one of a front end application, an application processing engine, and a product or service system, and wherein the front end application executes at least one of a free format portlet to transmit a free format communication, and a communication history portlet enabling a user to search the transmitted communications for review and resend to the same transmission channel.
-
-
48. An integrated customer communications computer system, comprising:
-
at least one computer database; and a communications computer system, in communication with said at least one database and at least one component of an account opening system, and configured to provide outbound customer communications, wherein the communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from said at least one component of the account opening system, and static content for the templates received from a content repository, and wherein the communications computer system includes; a communication manager, comprising; a communication controller receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; a document manager managing documents associated with the communications; and a communication history component maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; a plurality of transmission channels for transmitting the communications; an interface for managing the templates and the content; and a document repository storing, retrieving, and managing storage of the documents, wherein said interface for managing the templates and the content is configured to provide the user functionality to request the communications, wherein said user functionality to request the communications comprises functionality to; select the template comprising at least one of header, footer, marketing, body, and web links; select a milestone comprising at least one of validate identity, decisioning, product configuration, funding, and boarding/fulfillment; select at least one of a message type, a brand, a line of business description, a language, a layout, and a channel; and enter the content and select images to be included in the document, and wherein the communications computer system is configured to display, responsive to the user selection, the template specific for the selected channel and layout.
-
-
49. An integrated customer communications computer system, comprising:
-
at least one computer database; and a communications computer system, in communication with said at least one database and at least one component of an account opening system, and configured to provide outbound customer communications, wherein the communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from said at least one component of the account opening system, and static content for the templates received from a content repository, and wherein the communications computer system includes; a communication manager, comprising; a communication controller receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; a document manager managing documents associated with the communications; and a communication history component maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; a plurality of transmission channels for transmitting the communications; an interface for managing the templates and the content; and a document repository storing, retrieving, and managing storage of the documents wherein said interface for managing the templates and the content is configured to receive input from a user comprising at least one of text, images, layout, and templates, and to deploy content control files comprising user entered content and images in a predetermined format responsive to the channel to a content and template host server, and wherein said content and template hosting server is configured to be accessible to local interfaces of different geographical locations for managing the templates and the content.
-
-
50. A computer implemented method of providing integrated customer communications, comprising:
-
generating documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from at least one component of the account opening system, and static content for the templates received from a content repository, wherein said generating comprises; receiving, recording, sending, and processing at least one of communication requests and history requests from the at least one component of the account opening system, and transmitting communications responsive thereto; managing documents associated with the communications; and maintaining a record of the communications transmitted, including at least one of date, time, channel, and content, and saving the record to a communication history database; transmitting the communications via one or more transmission channels; managing the templates and the content; storing, retrieving, and managing storage of the documents; and requesting the communications, wherein said requesting the communications comprises; selecting the template comprising at least one of header, footer, marketing, body, and web links; selecting a milestone comprising at least one of validate identity, decisioning, product configuration, funding, and boarding/fulfillment; selecting at least one of a message type, a brand, a line of business description, a language, a layout, and a channel; and entering the content and select images to be included in the document.
-
Specification