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.
Patent No.:
Date of Patent:
Oct. 12, 2021
Filed:
Feb. 15, 2011
Kristin Deegan, Sausalito, CA (US);
Karen Ann Yu, San Francisco, CA (US);
Robert M. Caccia, San Francisco, CA (US);
Katherine Joan Mcgee, San Francisco, CA (US);
Kristin Deegan, Sausalito, CA (US);
Karen Ann Yu, San Francisco, CA (US);
Robert M. Caccia, San Francisco, CA (US);
Katherine Joan McGee, San Francisco, CA (US);
WELLS FARGO BANK, N.A., San Francisco, CA (US);
Abstract
A computer-implemented method for scheduling an appointment between a user and a resource of a financial institution that includes receiving, at a first computing system associated with the financial institution, a plurality of user preferences regarding the appointment from a user. The user preferences may be received while the user is using a second computing system to conduct a network-based session with the first computing system. The method includes, identifying, by a rules engine, at least one representative of the financial institution based on the user preferences received from the user and scheduling the appointment between the user and the representative based on the identification of the representative.