SYSTEM AND METHOD FOR AUTOMATED GENERATION OF COMMUNICATIONS INVOLVING PRODUCTS OR SERVICES

  • US 20070288301A1
  • Filed: 04/19/2007
  • Published: 12/13/2007
  • Est. Priority Date: 06/10/1996
  • Status: Active Grant
First Claim
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1. A method for automatically preparing one or more client communications comprising one or more offerings to a client for at least one or more financial products or services or both, comprising the steps of:

  • determining variable content data on said financial product or service or both; and

    generating, in a computer-readable medium, an electronic document comprising one or more electronic pages, said electronic document comprising a primary communication serving as a host vehicle and at least one client communication, wherein said offering comprises said variable content data; and

    wherein said determining step and said generating step are performed automatically within an automated process.

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