System and method for automatically providing personalized notices concerning financial products and/or services
US7860744B2 · kind B2 · utility
7Cited by
114References
36Claims
0Family size
Assignee
Inventor
Key dates
| Filing date | Apr 27, 2007 |
| Grant date | Dec 28, 2010 |
| Priority date | — |
| Expiry date | Jul 11, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A personalized notice pertaining to financial products or services is provided, including a method and system for preparing the same. The financial product and/or financial services are associated with a set of separate descriptions, characteristics and/or identifications, any one of which may be presented within a personalized content section of the personalized communication documents. The notices are generated automatically by a computing system such that different consumer entities can be provided with different personalized content for a particular product/service.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.