The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Nov. 10, 2015

Filed:

Feb. 05, 2015
Applicant:

Broadridge Investor Communication Solutions, Inc., Edgewood, NY (US);

Inventors:

Ronald Ifferte, Coram, NY (US);

Delroy Lewis, Elmont, NY (US);

Anna Babitsky, Merrick, NY (US);

Diana Baker, Nissequogue, NY (US);

Thomas Ruggiero, Bayshore, NY (US);

William Jacoutot, Holbrook, NY (US);

William Gaddy, Holbrook, NY (US);

Steven Kelly, Hauppauge, NY (US);

Thomas Bickerton, Baldwin, NY (US);

David Olshever, Commack, NY (US);

William Bondi, Islip, NY (US);

Michael Shults, Flower Mound, TX (US);

David Brown, Sudbury, MA (US);

Mark Asdoorian, Lynn, MA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 10/00 (2012.01); G06Q 10/08 (2012.01); G06Q 40/06 (2012.01); G07B 17/00 (2006.01); G06Q 40/04 (2012.01); G06Q 10/10 (2012.01); G06K 15/02 (2006.01); G06F 17/00 (2006.01); G06G 7/00 (2006.01);
U.S. Cl.
CPC ...
G06Q 10/0835 (2013.01); G06K 15/1814 (2013.01); G06K 15/1868 (2013.01); G06Q 10/0833 (2013.01); G06Q 10/10 (2013.01); G06Q 40/04 (2013.01); G06Q 40/06 (2013.01); G07B 17/00024 (2013.01); G07B 2017/0004 (2013.01); G07B 2017/00072 (2013.01);
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.


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