The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Aug. 20, 2019

Filed:

Jul. 10, 2015
Applicant:

Bank of America Corporation, Charlotte, NC (US);

Inventors:

Alicia C. Jones-McFadden, Fort Mill, SC (US);

Matthew Hsieh, Charlotte, NC (US);

Jade Michelle Le Vo-Dinh, Charlotte, NC (US);

David M. Grigg, Rock Hill, SC (US);

Carrie Anne Hanson, Charlotte, NC (US);

Peter John Bertanzetti, Charlotte, NC (US);

Assignee:

BANK OF AMERICA CORPORATION, Charlotte, NC (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 10/10 (2012.01); H04L 29/08 (2006.01);
U.S. Cl.
CPC ...
G06Q 10/1095 (2013.01); G06Q 10/1093 (2013.01); H04L 67/10 (2013.01); H04L 67/306 (2013.01);
Abstract

Embodiments of the invention include systems, methods, and computer-program products for scheduling and affecting appointment calendaring based on perceived user requirements. As such, the invention provides for a smart appointment calendaring based on the automatic and real time analysis of a user's financial information, transaction history, navigation history and the like. The system then identifies one or more relevant specialists and schedules one or more appointments. Based on needs identified from analysis of user information, the invention may create an appointment package for the user. Thus, the system may schedule appointments with one or more specialists based on the user's requirements.


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