Patent ID: 9183531
Filing Date: 2015-11-10
Classification: G06K,G06Q,G07B

Abstract:
1. A computer-implemented method, comprising: periodically receiving, by at least one specifically programmed computer system, investment data identifying investment information for a plurality of entities, wherein the investment data, for each entity of the plurality of the entities, comprises: i) at least one investment identifier of at least one investment that is, directly or indirectly, owned or managed by such entity, and ii) at least one record date associated with the at least one investment; wherein the plurality of entities comprises at least a thousand entities; automatically determining, by the at least one specifically programmed computer system, based, at least in part, on the investment data, at least one first document, at least one second document, or both, to be mailed to each entity of the plurality of entities, wherein the at least one first document, the at least one second document, or both, are documents related to the at least one investment; automatically generating, by the at least one specifically programmed computer system, a delivery data for each mailing envelope to be mailed to each entity of the plurality of entities, wherein the delivery data comprises: printing, by the at least one specifically programmed computer system, at least one unique production control bar code on each personalized investor bucslip based on the unique production control bar code data, wherein the unique production control bar code is configured to be used for: automatically assembling, in a machine automated mode, based on the at least one unique production control bar code data, each mailing envelope, by: