Dynamic Communication Templates for Low-Storage Personalization

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Solution Overview

Problem

Existing communication systems face challenges with increasing processing and storage requirements due to mass distribution and customization needs, while maintaining privacy and security, leading to difficulties in data management and distribution.

Innovation Solution

A novel architecture that limits data storage by generating communications on-the-fly, using component-specific APIs to populate end-user specific content, and standardizing data structuring without permanent storage of customized communications.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If conventional systems store customized communications for each entity prior to transmission, then end-user specific data customization is achieved, but storage requirements increase exponentially

Engineering Contradiction:

Improveend-user specific data customizationVSAvoidstorage requirements

Core Design Contradiction:

Adaptability or versatilityVSQuantity of substance

Solution Approach 1:

The system performs preliminary actions by storing only standardized communication templates and component libraries before distribution. The actual customization happens at transmission time by dynamically populating templates with user-specific data from external sources, avoiding the need to pre-generate and store customized versions for each user.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

Instead of storing complete customized communications for each user, the system creates lightweight copies by dynamically instantiating standardized templates with user-specific data. The template structure is reused across multiple users, and only the variable data portions are customized, dramatically reducing storage requirements.

Inventive Principle:

Principle #26Copying

2Adaptability or versatility

If conventional systems process and store each customized communication, then customization requirements are met, but processing requirements increase exponentially

Engineering Contradiction:

Improvecustomization capabilityVSAvoidprocessing requirements

Core Design Contradiction:

Adaptability or versatilityVSProductivity

Solution Approach 1:

The communication system is segmented into standardized template components and dynamic data portions. Each template is designed with defined placeholders for user-specific data, allowing the system to process only the variable portions rather than entire customized communications. This segmentation enables efficient reuse of standardized components across multiple users.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The standardized templates serve multiple functions and can be reused across different users and communication types. A single template can generate customized communications for numerous users by simply changing the populated data, eliminating the need to process and store separate customized versions for each user.

Inventive Principle:

Principle #6Universality (Multi-functionality)

3Adaptability or versatility

If conventional systems store large amounts of communication data, then customization is enabled, but privacy and security concerns increase

Engineering Contradiction:

Improvecustomization capabilityVSAvoidprivacy and security risks

Core Design Contradiction:

Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The system extracts user-specific data from internal storage and retrieves it from external sources at the time of communication generation. By removing the need to store sensitive user data within the communication system, privacy and security risks are significantly reduced while maintaining the ability to personalize communications.

Inventive Principle:

Principle #2Taking out (Extraction)

Solution Approach 2:

The system uses temporary, disposable data instances for each communication generation rather than storing persistent copies of user data. The user-specific data is loaded, used immediately to populate the template, and then discarded, minimizing the window of vulnerability and storage exposure of sensitive information.

Inventive Principle:

Principle #27Cheap short-living objects (Disposable)

Data Source

PatentUS12591569B2Methods and systems for generating electronic communications featuring consistent data structuring and dynamically-determined data content for end-user specific data in environments with data storage constraints

Publication Date: 2026.03.31 THE BANK OF NEW YORK MELLON

AI summary

The methods and systems for improving communication distribution. In particular, the methods and systems for improving communication distribution in environments where there is both the need for end-user specific data (e.g., customized content) and/or data storage constraints. For example, in order to address the security/privacy concerns during communication distribution, the methods and systems use a novel architecture that limits the amount of data that must be stored. Specifically, the system does not require permanent storage of communications featuring end-user specific data prior to the distribution of these communications. Accordingly, the storage requirements are greatly diminished, and privacy/security concerns are avoided.