# US 2021/0241316 A1 · Method and System for Managing Privacy Compliance > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2021/0241316 A1 - Document ID: US20210241316A1 - Status: Published application - Kind: A1 - Application number: 17/049,466 - Filed: 2019-04-15 - Published: 2021-08-05 - Earliest claimed: 2018-04-23 - Assignees: Trident Corporate Services (Singapore) PTE Limited as Trustee for the Oneplace Unit Trust - Applicants: Trident Corporate Services (Singapore) PTE Limited as Trustee for the Oneplace Unit Trust - Inventors: Timothy Julien SMITH - Web page: https://patentgrep.com/patent/US20210241316A1 ## CPC - G06Q 30/0241: Advertisements - G06Q 30/0258: {Registration} - G06Q 30/0277: {Online advertisement} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## 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. ## Claims ### Claim 1 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. ### Claim 2 (depends on 1) The method of claim 1, wherein the subsequent communication is a confirmatory email. ### Claim 3 (depends on 1) The method of claim 1, wherein the subsequent communication comprises a questionnaire configured to determine an interest area and update a consent status for the selected non-compliant client record in the database. ### Claim 4 (depends on 1) The method of claim 1, wherein the template email comprises a questionnaire configured to determine an interest area and update a consent status for the selected non-compliant client record in the database. ### Claim 5 (depends on 1) The method of claim 1, wherein the category is one of a region, a country, an area, a city, or a state. ### Claim 6 (depends on 1) The method of claim 1, wherein the retrieving further comprising retrieving the list of non-compliant client records based on a field in each client record corresponding to a time period since a previous consent was obtained for the respective client record. ### Claim 7 (depends on 1) The method of claim 1, further comprising: determining, by the at least one processor, a privacy compliance countdown number for a complaint client record in the plurality of client records; and displaying, by the at least one processor, 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. ### Claim 8 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. ### Claim 9 (depends on 8) The system of claim 8, wherein the subsequent communication is a confirmatory email. ### Claim 10 (depends on 8) The system of claim 8, wherein the subsequent communication comprises a questionnaire configured to determine an interest area and update a consent status for the selected non-compliant client record in the database. ### Claim 11 (depends on 8) The system of claim 8, wherein the template email comprises a questionnaire configured to determine an interest area and update a consent status for the selected non-compliant client record in the database. ### Claim 12 (depends on 8) The system of claim 8, wherein the category is one of a region, a country, an area, a city, or a state. ### Claim 13 (depends on 8) The system of claim 8, wherein to retrieve the at least one processor is further configured to retrieve the list of non-compliant client records based on a field in each client record corresponding to a time period since a previous consent was obtained for the respective client record. ### Claim 14 (depends on 13) The system of claim 13, wherein the least one processor is further configured to: determine a privacy compliance countdown number for a complaint client record in the plurality of client records; and display 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. ### Claim 15 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. ### Claim 16 (depends on 15) The non-transitory computer-readable medium of claim 15, wherein the subsequent communication is a confirmatory email. ### Claim 17 (depends on 15) The non-transitory computer-readable medium of claim 15, wherein the subsequent communication comprises a questionnaire configured to determine an interest area and update a consent status for the selected non-compliant client record in the database. ### Claim 18 (depends on 15) The non-transitory computer-readable medium of claim 15, wherein the category is one of a region, a country, an area, a city, or a state. ### Claim 19 (depends on 15) The non-transitory computer-readable medium of claim 15, wherein the retrieving further comprises retrieving the list of non-compliant client records based on a field in each client record corresponding to a time period since a previous consent was obtained for the respective client record. ### Claim 20 (depends on 20) 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.