发明名称 COMPUTER SYSTEMS AND COMPUTER METHODS FOR AUTOMATED ON-DEMAND CUSTOMIZABLE ASSEMBLING AND HIGH THROUGHPUT PRINTING OF DOCUMENTS
摘要 In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.
申请公布号 US2015154558(A1) 申请公布日期 2015.06.04
申请号 US201514614919 申请日期 2015.02.05
申请人 Broadridge Investor Communication Solutions, Inc. 发明人 Ifferte Ronald;Lewis Delroy;Babitsky Anna;Baker Diana;Ruggiero Thomas;Jacoutot William;Gaddy William;Kelly Steven;Bickerton Thomas;Olshever David;Bondi William;Shults Michael;Brown David;Asdoorian Mark
分类号 G06Q10/08;G06Q10/10;G06K15/02 主分类号 G06Q10/08
代理机构 代理人
主权项 1. A computer-implemented method, comprising: periodically receiving, by at least one specifically programmed computer system, fulfillment data for a plurality of recipients, wherein the fulfillment data, for each recipient of the plurality of the recipients, comprises: i) at least one fulfillment identifier of at least one record associated with such recipient, and ii) at least one effective date associated with the at least one record; wherein the plurality of recipients comprises at least a thousand recipients; automatically determining, by the at least one specifically programmed computer system, based, at least in part, on the fulfillment data, at least one first document, at least one second document, or both, to be mailed to each investor of the plurality of recipients, wherein the at least one first document, the at least one second document, or both, are documents related to the at least one record; automatically generating, by the at least one specifically programmed computer system, a delivery data for each mailing envelope to be mailed to each recipient of the plurality of recipients, wherein the delivery data comprises: i) bucslip data, wherein the bucslip data are data generated for printing a personalized recipient bucslip which is a personalized paper insert that comprises:1) a mailing address of such recipient and2) a listing of the at least one first document, the at least one second document, or both, to be mailed to such recipient, [query] andii) assembling data that identifies assembling instructions for assembling each mailing envelope to be mailed to each recipient of the plurality of recipients, wherein the assembling instructions comprise: 1) an instruction identifying a type of each mailing envelope2) an instruction identifying a predetermined number of enclosures to which each mailing envelope corresponds, based, at least in part, on: a) a first paper size for printing the at least one first document,b) a first thickness of a first printed copy of the at least one first document,c) a second paper size for printing the at least one second document, andd) a second thickness of a second printed copy of the at least one second document, and3) an instruction identifying a finishing to be applied to the at least one first document, the at least one second document, or both, based, at least in part, on: a) a first printing indication identifying how to print the at least one first document,b) the first thickness of the first printed copy of the at least one first document,c) a first finishing indication identifying a first finishing type to be applied to printed copies of the at least one first document,d) a second printing indication identifying how to print the at least one second document,e) the second thickness of the second printed copy of the at least one second document, andf) a second finishing indication identifying a second finishing type to be applied to printed copies of the at least one second document, wherein the first finishing type is distinct from the second finishing type;iii) unique production control bar code data, generated based, at least in part, onthe assembling data and the at least one fulfillment identifier; printing, by the at least one specifically programmed computer system, at least one unique production control bar code on each personalized recipient bucslip based on the unique production control bar code data, wherein the unique production control bar code is configured to be used for: i) assembling each mailing envelope, andii) tracking each mailing envelope before each mailing envelope is deposited with a postal service; and automatically assembling, in a machine automated mode, based on the at least one unique production control bar code data, each mailing envelope, by: i) selecting, in the machine automated mode, a plurality of printed documents from a plurality of feeders of at least one assembling mechanism, wherein the printed documents comprise: 1) personalized recipient bucslips which are printed from the bucslip data, and2) printed copies selected from the group consisting of: a) the printed copies of the at least one first document andb) the printed copies of the at least one second document, andii) packaging, in the machine automated mode, the plurality of printed documents into each mailing envelope;wherein the automatically assembling is configured to assemble the plurality of printed documents into each mailing envelope when the plurality of printed documents differ among each other in at least one of the following characteristic: 1) a paper size,2) a print indication,3) a finishing, and4) a thickness of a printed document.
地址 Edgewood NY US