Diana L Baker

US Patent:

20150154558, Jun 4, 2015

Filed:

Feb 5, 2015

Appl. No.:

14/614919

Inventors:

- Edgewood 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

International Classification:

G06Q 10/08
G06Q 10/10
G06K 15/02

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.

US Patent:

20150149382, May 28, 2015

Filed:

Feb 5, 2015

Appl. No.:

14/614875

Inventors:

- Edgewood 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

International Classification:

G06Q 10/10

US Classification:

705344

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.

US Patent:

20150019396, Jan 15, 2015

Filed:

Sep 29, 2014

Appl. No.:

14/500305

Inventors:

- Edgewood 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

International Classification:

G06Q 40/06
G06Q 10/08

US Classification:

705 35

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.