Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Accounting
Patent
1997-04-15
2000-06-13
Voeltz, Emanuel Todd
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Accounting
705 4, 705 30, 705 35, 705 36, 705 38, 229 70, 206232, G06F 1760
Patent
active
060760729
ABSTRACT:
A method and apparatus are provided for automatically preparing a client communication pertaining to a financial product for a client, wherein the client communication is for combined use with a corresponding host vehicle. The method comprises providing a format for the client communication wherein the communication format includes a variable portion; inputting into a computer-accessible storage medium variable information other than a client identification; inputting into the storage medium decision information; and using the decision information to select a subset of the variable information for inclusion in a variable portion of the client communication corresponding to the variable portion of the client communication format. The apparatus comprises an inputting device for inputting into a computer-accessible storage medium variable information comprising other than a client identification and decision information; a processor operatively coupled to the storage medium for using the decision information to automatically select a subset of the variable information for each of the clients; and an output preparing component in operative communication with the processor for preparing the client communications and for automatically inserting into the client communication the subset of variable information for the corresponding and respective client.
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Alvarez Raquel
Todd Voeltz Emanuel
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