Controlled Content Repository for Compliant Email Generation

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Solution Overview

Problem

The pharmaceutical sales industry faces challenges in sending electronic communications, such as emails, due to regulatory risks associated with unapproved or uncontrolled messages, which can lead to legal liabilities and penalties.

Innovation Solution

A system and method for generating approved emails through a controlled content repository, where content is securely accessed and aligned with customer attributes, regulatory limitations, and preferences, ensuring compliant communication by using a customer relationship management system to manage and verify content accuracy and access.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a controlled content repository and access protocol are implemented to ensure regulatory compliance, then reliability is improved, but device complexity increases

Engineering Contradiction:
Improveregulatory complianceVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by pre-approving content before it is stored in the controlled content repository. The access protocol evaluates recipient attributes and content attributes in advance to determine approval status, ensuring compliance is established before communication occurs rather than requiring complex real-time verification

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The controlled content repository acts as an intermediary between the content source and the communication channel. It mediates the compliance verification process by storing pre-approved content and providing it to recipients according to the access protocol, simplifying the overall system architecture while maintaining reliability

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If content is thoroughly aligned with customer attributes and regulatory limitations, then regulatory compliance is improved, but loss of time increases

Engineering Contradiction:
Improveregulatory complianceVSAvoidcontent alignment time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs content alignment with customer attributes and regulatory limitations in advance, during the content approval process. Once content is approved and stored in the controlled content repository, it can be rapidly retrieved and distributed without requiring time-consuming alignment checks at the point of communication

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The access protocol incorporates feedback mechanisms that automatically evaluate recipient attributes against approved content attributes. This automated feedback process quickly determines compliance without manual intervention, reducing the time loss while maintaining thorough alignment verification

Inventive Principle:
Principle #23Feedback

3Object-generated harmful factors

If approved content is securely stored and accessed through a controlled repository, then object-generated harmful factors are reduced, but ease of operation decreases

Engineering Contradiction:
Improveregulatory risksVSAvoidcontent access ease
Core Design Contradiction:
Object-generated harmful factorsVSEase of operation

Solution Approach 1:

The controlled content repository provides self-service functionality by automatically managing content approval, storage, and distribution. The access protocol autonomously evaluates recipient and content attributes to determine approval status without requiring manual compliance checks, reducing operational complexity while maintaining security

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The controlled content repository serves as an intermediary that handles the complexity of secure content management. It provides a simplified interface for users to access approved content while internally managing the complex security and compliance protocols, making the system easier to operate without compromising regulatory compliance

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11526573B1System and method for controlling electronic communications
Publication Date: 2022.12.13 VEEVA SYSTEMS INC
  • US11526573B1 patent drawing
  • US11526573B1 patent drawing
  • US11526573B1 patent drawing

AI summary

Example embodiments include a controlled content repository, wherein the controlled content repository is accessible according to an access protocol, wherein the access protocol comprises at least one set of access rules, wherein the access protocol enables determining if first data associated with a first object and second data associated with a second object can be made available to a first computing device; a data structure for storing a first object and a second object; and a controlling computing device, in communication with the controlled content repository, for providing the first data associated with the first object and the second data associated with the second object to the first computing device after determining that the first data associated with the first object and the second data associated with the second object is authorized to be made available to the first computing device in accordance with the access protocol.