Automated, user implemented, secure document and communication creation and management system and method

摘要

A secure document creation and distribution system, method and computer product for generating customized documents to be delivered to third parties either in printed or electronic format. The system provides the separation of a document presentation and its contents for reuse, variable data publishing and multiple presentations embedded within the same document for delivery over different channels. The system provides multiple templates, content management, business rules, dynamic merge and process control to permit information to be collected from the generating entity or Client-user and merged into multiple documents, campaigns and communications to third parties in multiple formats, according to the Client-user's specification and directions.

主权项

1. A client-user implemented document and communication creation system for generating a communication using a terminal that is interconnected via a network to the system comprising:
a. a processor that may be accessed via the network by the terminal; b. a non-transitory computer readable storage medium storing instructions that, when executed, cause the system to perform the actions designated by the terminal; c. means for storing at least one client-user generated rule/instruction; d. means for providing at least one template wherein the template has a data-insertable zone therein; e. means for transmitting client-user specified data insertion instructions from the terminal to the processor; f. means for inserting the transmitted client-user specified data into the zone, in accordance with at least one client-user generated rule/instruction; g. means for processing a final approval of the communication containing the client-user specified data; h. means for processing a transmission mode specification; i. means for transmitting the finally approved communication in accordance with the transmission mode specification.