Computer systems and computer methods for automated on-demand customizable assembling and high throughput printing of documents

US9195957B2 · kind B2 · utility

Assignee

• Broadridge Investor Communication Solutions, Inc. · US

Inventors

• Ronald Ifferte · Coram, US
• Delroy Lewis · Elmont, US
• Anna Babitsky · Merrick, US
• Diana Baker · Nissequogue, US
• Thomas Ruggiero · Brookhaven, US
• William Jacoutot · Holbrook, US
• William L. Gaddy · Wylie, US
• Steven Kelly · Hauppauge, US
• Thomas Bickerton · Baldwin, US
• David Olshever · Commack, US
• William Bondi · Islip, US
• Michael Shults · Flower Mound, US
• David Brown · Yorba Linda, US
• Mark Asdoorian · Lynn, US

Key dates

• Filing date: Feb 5, 2015
• Grant date: Nov 24, 2015
• Expiry date: Feb 5, 2035

Classification

• Technology area (CPC G): Physics
• CPC primary: G07B2017/00072
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

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.