Granted Patent B1

US 12,531,824 · App. 18/775,564 · Granted Jan 20, 2026

Inventors: Vishal Bhat (Edison, NJ); Jimish Mody (Lutz, FL); Dibya Behara (Alpharetta, GA); Balanatha Giri Senthilvel Ayyasamy Palanivel (Alpharetta, GA); Kelsey Cadagin (Hoboken, NJ); Aastha Singh (Hoboken, NJ); Radhika Kalla (Bengaluru, IN); Priyanka Rao (Alpharetta, GA); Blake Browne (Fairfield, CT)

Assignee: Morgan Stanley Services Group Inc.

H04L51/07G06F40/186G06Q10/107G06Q30/0271

Abstract

Claims (24)

1 . A computer-implemented method for incorporating dynamic data attributes in scalable communication comprising:

creating an email template with generic placeholders for dynamic data attributes;

defining the dynamic data attributes using a user interface, wherein the dynamic data attributes comprise a structure, a data source name, and a data type, and wherein the structure of the dynamic data attribute indicates a structure of underlying sourced data comprising at least one of a lookup, a table and another sourced data structure;

linking the email template to a campaign;

setting a data source to be used for populating the placeholders with data, in accordance with the data source name of the dynamic data attributes;

automatically generating an email file with script code embedded for personalizing the placeholders in all emails of a campaign using the defined dynamic data attributes at run time for the campaign and end users; and

executing the script code to populate the placeholders of the emails of the campaign with dynamic data based on the dynamic data attributes at run time using the set data source,

wherein the locations and content of the placeholders are modifiable at run time by an end user via the user interface prior to being populated, and a second script code is automatically generated to reflect any modifications to the locations and content of the placeholders by the end user at run time immediately before the emails of the campaign are generated and transmitted, and

wherein the data source constitutes one or more datalake-based targeting queries for each of the dynamic data attributes.

2 . The computer-implemented method of claim 1 , wherein the data source is a file upload.

3 . The computer-implemented method of claim 1 , further comprising defining a journey communication plan for the linked campaign.

4 . The computer-implemented method of claim 1 , wherein the dynamic data attributes have a structure type, and the structure type is one of lookup, table, or other structure type.

5 . The computer-implemented method of claim 1 , further comprising uploading the email template and campaign to a cloud platform prior to populating the placeholders of the email with dynamic data at run time using the set data source.

6 . The computer-implemented method of claim 1 , further comprising:

presenting a user interface screen through which a user can enter a structure column names and a data type for the dynamic data attributes.

7 . A non-transitory computer-readable medium for incorporating dynamic data attributes in scalable communication comprising instructions stored thereon, that when executed on a processor, perform the steps of:

creating an email template with generic placeholders for dynamic data attributes;

defining the dynamic data attributes using a user interface, wherein the dynamic data attributes comprise a structure, a data source name, and a data type, and wherein the structure of the dynamic data attribute indicates a structure of underlying sourced data comprising at least one of a lookup, a table and another sourced data structure;

linking the email template to a campaign;

setting a data source to be used for populating the placeholders with data, in accordance with the data source name of the dynamic data attributes;

automatically generating an email file with script code embedded for personalizing the placeholders in all emails of a campaign using the defined dynamic data attributes at run time for the campaign and end users; and

executing the script code to populate the placeholders of the emails of the campaign with dynamic data based on the dynamic data attributes at run time using the set data source,

wherein the locations and content of the placeholders are modifiable at run time by an end user via the user interface prior to being populated, and a second script code is automatically generated to reflect any modifications to the locations and content of the placeholders by the end user at run time immediately before the emails of the campaign are generated and transmitted, and

wherein the data source constitutes one or more datalake-based targeting queries for each of the dynamic data attributes.

Assignments (1)

References Cited (71)