Customized communication document creation system and method

DC CAFC
  • US 7,856,375 B2
  • Filed: 12/29/2006
  • Issued: 12/21/2010
  • Est. Priority Date: 06/10/1996
  • Status: Expired due to Fees
First Claim
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1. A method for automatically preparing customized communication documents for a plurality of consumer entities, the method comprising the steps of:

  • using data from a first electronic data file containing financial product and/or financial service data for the customized communications, which financial product and/or financial service data includes a plurality of separate descriptions, characteristics and/or identifications for at least a first financial product and/or financial service;

    using data from a second electronic data file containing customer information for at least certain of the plurality of consumer entities, said customer information including customer related data in addition to, but not excluding, any one or more of customer name, customer address and customer account information obtained for said certain of the plurality of consumer entities;

    performing an automated composition process using a computing system configured to access said first data file and second data file to compose an electronic document file representing a customized communication document for at least one of said certain of the plurality of the consumer entities, said customized communication document comprising information relating to an offering for one or more financial products or services;

    wherein at least some content included in said customized communication document is customized content generated by said computing system for said electronic document file which includes variable data specifically for a consumer entity automatically derived and/or calculated from said first electronic data file and/or said second electronic data file during said automated composition process for said electronic document file and said consumer entity;

    delivering said customized communication documents based on said electronic document file to at least one of said certain of the plurality of consumer entities.

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