System, method, and computer program product for selecting and presenting financial products and services

  • US 8,606,632 B2
  • Filed: 08/09/2010
  • Issued: 12/10/2013
  • Est. Priority Date: 06/10/1996
  • Status: Expired due to Fees
First Claim
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1. A method of facilitating production of a set of offer communications containing different plan information for different persons, the method comprising:

  • with a computer system, automatically;

    (a) generating plan information for each person of a set of persons, wherein;

    (i) the plan information generated for some of the persons concerns different plan features than plan information generated for other of the persons, and(ii) the generating in part (a) uses data stored in computer-accessible storage, the data including (A) feature-related data related to the plan features, and (B) decision criteria specifying how to incorporate appropriate plan features within the plan information based at least in part on personal data related to the persons of the set of persons; and

    (b) generating electronic communication data defining a set of human-readable communications, the communications being separately directed to the persons and containing respective offers, wherein;

    (i) the electronic communication data is formatted to allow automatic production of the communications of the set of communications via an output device,(ii) the respective offers contain the respective plan information, wherein the plan information is common to some of the respective offers within the set of human-readable communications,(iii) the plan information for some of the communications is different than for others of the communications, and(iv) the plan information contains the respective plan features generated in part (a) for the respective persons.

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