System and method for controlling electronic communications
AssigneeVeeva Systems Inc.
InventorsTimothy S. Murphy, Nishant Bafna
Life of this patent
Estimating the term…
Abstract
The approved email generation system described is capable of producing email communications between user and customer by using approved email templates, content and call to action items that have been aligned with customer information. Once the approved email has been generated, the content and call to action items may be verified again for accuracy and validity before being delivered to the customer. When the customer accesses delivered content, the approved email generation system again verifies the content and allows the customer access to only the most current version of the content available. The system provides for control of the content of electronic communications to customers.
Claims20
A machine-implemented method for generating approved electronic messages, the method comprising:
- establishing a controlled content repository, the controlled content repository being securely and controllably accessed;
- establishing an access protocol for the controlled content repository, whereby approved content is stored in the controlled content repository according to the access protocol and whereby the access protocol comprises at least one set of alignment rules for determining if a first item of approved content within the controlled content repository can be made available to a first customer via an electronic message;
- storing the approved content within the controlled content repository, the approved content further being accessible according to the established access protocol;
- aligning the approved content within the controlled content repository with information from an information management system;
- providing the first item of approved content for selection by a sender after a determination that the first item of approved content is authorized to be made available to the first customer in accordance with the at least one set of alignment rules;
- and
- providing an approved electronic message generating system which generates an electronic message according to the established access protocol for sending the provided first item of approved content to the first customer, wherein the electronic message comprises a first clickable area for a first call to action.
A system for generating approved electronic messages, comprising:
- a controlled content repository for storing approved content according to an access protocol, wherein the access protocol is based on regulatory restrictions, and comprises a first set of alignment rules for determining if a first piece of approved content within the controlled content repository can be made available to a first customer via an electronic message and a second set of alignment rules for determining if a first call to action can be made available to the first customer via the electronic message;
- and
- an approved electronic message generator, coupled to the controlled content repository, coupled to an application over a network, and generating an electronic message according to the access protocol for sending a piece of approved content within the controlled content repository and the first call to action to an approved customer.
Dependencies are inferred from the claim text.