US2024015128A1PendingUtilityA1

Communication exchanges and methods of use thereof

Assignee: BROADRIDGE FLUENT SOLUTIONS LLCPriority: Mar 15, 2013Filed: Sep 26, 2023Published: Jan 11, 2024
Est. expiryMar 15, 2033(~6.6 yrs left)· nominal 20-yr term from priority
H04L 67/01H04L 51/42H04L 51/214G06Q 10/10G06Q 10/00H04L 51/066H04L 47/808H04L 67/02H04L 67/10
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Claims

Abstract

In some embodiments, the instant invention provides for a computer-implemented method that includes the following steps: administering, by a first specifically programed computer system of a communications exchange, an electronic delivery of a first electronic distribution from a first sender to a first recipient, where the mediating includes: receiving from a first source of a plurality of sources, a first electronic distribution of the first sender, receiving from the first sender, a plurality of sender attributes of the first sender and a plurality of sender rules of the first sender that define how electronic distributions of the first sender to be delivered; receiving the plurality of recipient attributes of the first recipient and the plurality of recipient rules of the first recipient; matching the first electronic distribution of first sender to the first recipient; transmitting, the first electronic distribution of first sender to first channel of the first recipient.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
         1 . A computer-implemented method, comprising:
 administering, by a first processor of a communication exchange, an electronic delivery of at least one first electronic distribution from a first electronic distribution channel associated with at least one first sender to a second electronic distribution channel associated with at least one first recipient in accordance with at least one first electronic exchange protocol, by allowing:
 1) the at least one first sender to send the at least one first electronic distribution to the at least one first recipient, and 
 2) the at least one first recipient to set at least one of: a plurality of recipient attributes or a plurality of recipient rules; 
   receiving, by the first processor of the communication exchange, from at least one first source of a plurality of sources, at least one first electronic distribution of the at least one first sender, wherein the at least one first electronic distribution is addressed to the at least one first recipient;   wherein the at least one first source is the second electronic distribution channel operating in accordance with at least one second electronic exchange protocol;   receiving, by the first processor of the communication exchange, from the at least one first sender, at least one of a plurality of sender attributes of the at least one first sender or a plurality of sender rules of the at least one first sender that define how electronic distributions of the at least one first sender to be delivered; and   transmitting, by the first processor of the communication exchange, the at least one first electronic distribution of at least one first sender to the second electronic distribution channel associated with the at least one first recipient.   
     
     
         2 . The method of  claim 1 , wherein the at least one first electronic exchange protocol is based at least in part on:
 i) a plurality of source attributes of the at least one first source,   ii) a plurality of source rules of the at least one first source,   iii) a plurality of exchange attributes of the communications exchange, and   iv) a plurality of exchange rules of the communications exchange.   
     
     
         3 . The method of  claim 1 , wherein the at least one second electronic exchange protocol is based at least in part on:
 i) a plurality of channel attributes of the at least one first channel,   ii) a plurality of channel rules of the at least one first channel,   iii) a plurality of exchange attributes of the communications exchange, and   iv) a plurality of exchange rules of the communications exchange.   
     
     
         4 . The method of  claim 1 , wherein the at least one first electronic distribution channel is selected from the group of:
 i) secure electronic messaging system,   ii) a web site,   iii) a device application, and   iv) a digital mail system.   
     
     
         5 . The method of  claim 1 , wherein the at least one first source is selected from the group of:
 i) secure electronic messaging system,   ii) a web site,   iii) a device application, and   iv) a digital mail system.   
     
     
         6 . The method of  claim 1 , wherein the at least one first recipient is selected from the group of:
 i) an individual,   ii) an retail investor,   iii) an institutional investor, and   iv) an entity that is not a person.   
     
     
         7 . A communication exchange system, comprising:
 at least processor;   a non-transient computer memory storing instruction that, when executed are configured to facilitate the communication exchange system to:   administer an electronic delivery of at least one first electronic distribution from a first electronic distribution channel associated with at least one first sender to a second electronic distribution channel associated with at least one first recipient in accordance with at least one first electronic exchange protocol, by allowing:
 1) the at least one first sender to send the at least one first electronic distribution to the at least one first recipient, and 
 2) the at least one first recipient to set at least one of: a plurality of recipient attributes or a plurality of recipient rules; 
   receive, from at least one first source of a plurality of sources, at least one first electronic distribution of the at least one first sender, wherein the at least one first electronic distribution is addressed to the at least one first recipient;   wherein the at least one first source is the second electronic distribution channel   operating in accordance with at least one second electronic exchange protocol;   receive, from the at least one first sender, at least one of a plurality of sender attributes of the at least one first sender or a plurality of sender rules of the at least one first sender that define how electronic distributions of the at least one first sender to be delivered; and   transmit the at least one first electronic distribution of at least one first sender to the second electronic distribution channel associated with the at least one first recipient.   
     
     
         8 . The system of  claim 7 , wherein the at least one first electronic exchange protocol is based at least in part on:
 i) a plurality of source attributes of the at least one first source,   ii) a plurality of source rules of the at least one first source,   iii) a plurality of exchange attributes of the communications exchange, and   iv) a plurality of exchange rules of the communications exchange.   
     
     
         9 . The system of  claim 7 , wherein the at least one second electronic exchange protocol is based at least in part on:
 i) a plurality of channel attributes of the at least one first channel,   ii) a plurality of channel rules of the at least one first channel,   iii) a plurality of exchange attributes of the communications exchange, and   iv) a plurality of exchange rules of the communications exchange.   
     
     
         10 . The system of  claim 7 , wherein the at least one first electronic distribution channel is selected from the group of:
 i) secure electronic messaging system,   ii) a web site,   iii) a device application, and   iv) a digital mail system.   
     
     
         11 . The system of  claim 7 , wherein the at least one first source is selected from the group of:
 i) secure electronic messaging system,   ii) a web site,   iii) a device application, and   iv) a digital mail system.   
     
     
         12 . The system of  claim 7 , wherein the at least one first recipient is selected from the group of:
 i) an individual,   ii) an retail investor,   iii) an institutional investor, and   iv) an entity that is not a person.

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