Method and System for Managing Privacy Compliance
AssigneeTrident Corporate Services (Singapore) PTE Limited as Trustee for the Oneplace Unit Trust
InventorTimothy Julien SMITH
Life of this patent
Estimating the term…
Abstract
A method and system of managing a client record for a client record management system, including accessing a database of client records, retrieving a list of non-compliant client records and displaying this, filtered by a category where a non-compliant client record can be selected for a template email to be sent, and receiving a reply that includes a consent, with a subsequent communication is sent to the email address.
Claims20
A method of verifying a client record for privacy compliance, the method comprising:
- accessing, by at least one processor, a database comprising a plurality of client records;
- retrieving, by the at least one processor, a list of non-compliant client records from the database;
- displaying, by the at least one processor, the list of non-compliant client records based on a category;
- selecting, by the at least one processor, a non-compliant client record from the displayed list of non-compliant client records;
- sending, by the at least one processor, a template email to an email address in the selected non-compliant client record;
- receiving, by the at least one processor, a reply in response to the sending of the template email to the email address in the selected non-compliant client record, wherein the reply comprises a consent;
- and
- sending, by the at least one processor, a subsequent communication to the email address in the selected non-compliant client record in response to the receiving the reply.
A system of verifying a client record for privacy compliance, the system comprising:
- a memory;
- and
- at least one processor coupled to the memory and configured to:
- access a database comprising a plurality of client records to retrieve a list of non-compliant client records;
- retrieve a list of non-compliant client records from the database;
- display the list of non-compliant client records filtered based on a category;
- select a non-compliant client record from the displayed list of non-compliant client records;
- send a template email to an email address in the selected non-compliant client record;
- receive a reply in response to the sending of the template email to the email address in the selected non-compliant client record wherein the reply comprises a consent;
- and
- send a subsequent communication to the email address in the selected non-compliant client record in response to the receiving the reply.
A non-transitory computer-readable medium having instructions stored thereon that, when executed by at least one computing device, causes the at least one computing device to perform operations comprising:
- accessing a database comprising a plurality of client records;
- retrieving a list of non-compliant client records from the database;
- displaying the list of non-compliant client records based on a category;
- selecting a non-compliant client record from the displayed list of non-compliant client records;
- sending a template email to an email address in the selected non-compliant client record;
- receiving a reply in response to the sending of the template email to the email address in the selected non-compliant client record, wherein the reply comprises a consent;
- and
- sending a subsequent communication to the email address in the selected non-compliant client record in response to the receiving the reply.
The non-transitory computer-readable medium of claim 20, wherein the operations further comprise:
- determining a privacy compliance countdown number for a complaint client record in the plurality of client records;
- and
- displaying the privacy compliance countdown number for the complaint client record based on a time period since a previous consent was obtained for the compliant client record, wherein the privacy compliance countdown number defines a number of days remaining before the complaint client record becomes non-compliant, and wherein the countdown number is highlighted using a colour, font, or style.
Dependencies are inferred from the claim text.