System for affecting appointment calendaring on a mobile device based on dependencies

• US 10,387,846 B2
• Filed: 07/10/2015
• Issued: 08/20/2019
• Est. Priority Date: 07/10/2015
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Jones-McFadden, Alicia C., Hsieh, Matthew, Vo-Dinh, Jade Michelle Le, Grigg, David M., Hanson, Carrie Anne, Bertanzetti, Peter John
• Primary Examiner(s): Knox, Tyler W
• Application Number:
  US14/797,021
• Publication Number:
  US 20170011352A1
• Time in Patent Office: 1,502 Days
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: H04M 1/72451 according to schedules, e.g. using calendar applications

Abstract

Embodiments of the invention include systems, methods, and computer-program products for scheduling and affecting appointment calendaring based on dependencies. As such, the invention provides for a dynamic appointment calendaring based on changes in the user'"'"'s location. The dependencies comprise current and potential future locations and times of a user. The invention continuously monitors the calendars of the user on one or more devices. Further, the invention determines a change in existing appointments or cancellation of an appointment such that the user is newly available at certain time or determines a change in current and potential future locations of the user. Subsequently, the invention then evaluates one or more upcoming future appointments of the user with the financial institution specialists and ascertains the appointment details. The invention then automatically, schedules one or more new appointments at a new time and/or location with relevant specialists.

Claims

1. A system for dynamic appointment calendaring based on dependencies, the system comprising:

a memory device with computer-readable program code stored thereon;

a communication device;

a processing device operatively coupled to the memory device and the communication device, wherein the processing device is configured to execute the computer-readable program code to;

retrieve one or more existing appointments on a calendaring application associated with an electronic device of a user;

monitor, continuously, the calendaring application to identify changes in existing appointments for identification of user time dependency;

determine one or more upcoming existing appointments of the user at a first location associated with a predetermined specialization;

receive GPS information from the electronic device of the user;

monitor received GPS information from the electronic device of the user in real time to determine current and potential future locations of the user;

store the determined current and potential future locations of the user in a user profile;

analyze the user profile continuously to determine a new user location, wherein the new user location comprises a change in current or potential future locations of the user;

determine a second location for the one or more upcoming existing appointments, wherein determining a second location further comprises;

retrieving the one or more locations from an entity database of locations;

based on the retrieved locations from the entity database, determining available office spaces at the second location for appointments;

determining a first distance between the new user location and the first location;

determining a second distance between the new user location and each of the one or more locations; and

determining a second location such that the first distance is greater than the second distance;

determine the availability of one or more specialists associated with the one or more existing appointments, based on determining that the first location and the second location are the same;

schedule, based on determining that the one or more specialists associated with the one or more existing appointments and the user are available, one or more new appointments and send the scheduled one or more new appointments to the calendaring application of the one or more specialists and the user;

identify one or more specialists within an entity database of specialists that match the second location and the predetermined specialization, based on determining that the one or more specialists associated with the one or more existing appointments are not available;

determine availability of the one or more identified specialists and the user for appointment calendaring;

schedule and transmit the schedule of the one or more new appointments within the calendaring application of the one or more specialists and the user;

reserve one of the available office spaces at the second location for appointments based on the availability of the one or more identified specialists and the user by transmitting an update to the entity database of locations indicating that the available office space has been reserved;

transmit the details of the reserved office space to the one or more specialists and the user; and

integrate through the calendaring application of the one or more specialists and the calendaring application of the user and display an appointment calendaring user interface via the integration through the calendaring application, wherein scheduling and location modification to the new appointment is generated on the appointment calendaring user interface for the one or more specialists and the user viewing via the calendaring application.

2. The system of claim 1, further comprising creating the user profile for the user by storing financial information, transaction history, navigation history, social media information associated with the user, wherein navigation history comprises one or more sections of an application viewed by the user based on the monitoring of the user navigation of the application in association with transaction history of the user.

3. The system of claim 1, further comprising monitoring the calendaring application and the user profile to determine changes in the availability of the user, wherein determining changes in the availability of the user further comprises:

determining a new duration of availability of the user, based on monitoring the calendaring application;

determining one or more existing appointments in the user'"'"'s future, based on analyzing the user profile and/or the calendaring application; and

determining the availability of one or more specialists associated with the existing appointment at the new duration of availability of the user.

4. The system of claim 1, wherein determining the second location such that the first distance is greater than the second distance further comprises analyzing the one or more determined locations of a financial institution based on optimization methods.

5. The system of claim 1, wherein identifying one or more specialists within an entity database of specialists that match the predetermined specialization further comprises identifying primary specialists that are a perfect match to the predetermined specialization and secondary specialists that are partial matches to the predetermined specialization.

6. The system of claim 1, wherein determining availability of the user for appointment calendaring further comprises accessing the electronic device associated with the user and the calendaring application associated with the same to identify the availability of the user for appointment calendaring.

7. The system of claim 1, wherein scheduling the one or more new appointments further comprises canceling the one or more existing appointments by accessing the calendars of one or more specialists associated with the one or more existing appointments.

8. The system of claim 1, wherein scheduling the one or more new appointments based on the availability of the one or more identified specialists and the user further comprises:

transmitting details of the one or more new appointments to a mobile device associated with the user;

receiving one or more confirmations associated with the one or more new appointments from the user, wherein the at least one of the one or more confirmations is an audio confirmation;

analyzing the tone and content of the audio confirmation; and

comparing the audio confirmation with previously received audio confirmations from the user to determine if the user plans to retain the one or more new appointments.

9. A computer program product for dynamic appointment calendaring based on dependencies, the computer program product comprising at least one non-transitory computer-readable medium having computer-readable program code portions embodied therein, the computer-readable program code portions comprising:

an executable portion configured for retrieving one or more upcoming existing appointments on a calendaring application associated with an electronic device of a user;

an executable portion configured for monitoring, continuously, the calendaring application to identify changes in existing appointments for identification of user time dependency;

an executable portion configured for determining one or more upcoming existing appointments of the user at a first location associated with a predetermined specialization;

an executable portion configured for receiving GPS information from the electronic device of the user;

an executable portion configured for monitoring GPS information from the electronic device of the user in real time to determine current and potential future locations of the user;

an executable portion configured for storing the determined current and potential future locations of the user in a user profile;

an executable portion configured for analyzing the user profile continuously to determine a new user location, wherein the new user location comprises a change in current or potential future locations of the user;

an executable portion configured for determining a second location for the one or more upcoming existing appointments, wherein determining a second location further comprises;

retrieving the one or more locations from an entity database of locations;

based on the retrieved locations from the entity database, determining available office spaces at the second location for appointments;

determining a first distance between the new user location and the first location;

determining a second distance between the new user location and each of the one or more locations of the financial institution; and

determining a second location such that the first distance is greater than the second distance;

an executable portion configured for determining the availability of one or more specialists associated with the one or more existing appointments, based on determining that the first location and the second location are the same;

an executable portion configured for scheduling, based on determining that the one or more specialists associated with the one or more existing appointments and the user are available, one or more new appointments and send the scheduled one or more new appointments to the calendaring application of the one or more specialists and the user;

an executable portion configured for identifying one or more specialists within an entity database of specialists that match the second location and the predetermined specialization, based on determining that the one or more specialists associated with the one or more existing appointments are not available;

an executable portion configured for determining availability of the one or more identified specialists and the user for appointment calendaring;

an executable portion configured for scheduling and transmit the schedule of the one or more new appointments within the calendaring application of the one or more specialists and the user;

an executable portion configured for reserving one of the available office spaces at the second location for appointments based on the availability of the one or more identified specialists and the user by transmitting an update to the entity database of locations indicating that the available office space has been reserved;

an executable portion configured for transmitting the details of the reserved office space to the one or more specialists and the user; and

an executable portion configured for integrating through the calendaring application of the one or more specialists and the calendaring application of the user and display an appointment calendaring user interface via the integration through the calendaring application, wherein scheduling and location modification to the new appointment is generated on the appointment calendaring user interface for the one or more specialists and the user viewing via the calendaring application.

10. The computer program product of claim 9, further comprising creating the user profile for the user by storing financial information, transaction history, navigation history, social media information associated with the user, wherein navigation history comprises one or more sections of an application viewed by the user based on the monitoring of the user navigation of the application in association with transaction history of the user.

11. The computer program product of claim 9, wherein determining availability of the user for appointment calendaring further comprises accessing the electronic device associated with the user and the calendaring application associated with the same to identify the availability of the user for appointment calendaring.

12. The computer program product of claim 9, wherein scheduling the one or more new appointments further comprises canceling the one or more existing appointments by accessing the calendars of one or more specialists associated with the one or more existing appointments.

13. The computer program product of claim 9, wherein scheduling the one or more new appointments based on the availability of the one or more identified specialists and the user further comprises:

transmitting details of the one or more new appointments to a mobile device associated with the user;

receiving one or more confirmations associated with the one or more new appointments from the user, wherein the at least one of the one or more confirmations is an audio confirmation;

analyzing the tone and content of the audio confirmation; and

comparing the audio confirmation with previously received audio confirmations from the user to determine if the user plans to retain the one or more new appointments.

14. A computer-implemented method for dynamic appointment calendaring based on dependencies, the method comprising:

providing a computing system comprising a computer processing device and a non-transitory computer readable medium, where the computer readable medium comprises configured computer program instruction code, such that when said instruction code is operated by said computer processing device, said computer processing device performs the following operations;

retrieving one or more existing appointments on a calendaring application associated with an electronic device of a user;

monitoring, continuously, the calendaring application to identify changes in existing appointments for identification of user time dependency;

determining one or more upcoming existing appointments of the user at a first location associated with a predetermined specialization;

receiving GPS information from the electronic device of the user;

monitoring GPS information from the electronic device of the user in real time to determine current and potential future locations of the user;

storing the determined current and potential future locations of the user in a user profile;

analyzing the user profile continuously to determine a new user location, wherein the new user location comprises a change in current or potential future locations of the user;

determining a second location for the one or more upcoming existing appointments, wherein determining a second location further comprises;

retrieving the one or more locations from an entity database of locations;

based on the retrieved locations from the entity database, determining available office spaces at the second location for appointments;

determining a first distance between the new user location and the first location;

determining a second distance between the new user location and each of the one or more locations of the financial institution; and

determining a second location such that the first distance is greater than the second distance;

determining the availability of one or more specialists associated with the one or more existing appointments, based on determining that the first location and the second location are the same;

scheduling, based on determining that the one or more specialists associated with the one or more existing appointments and the user are available, one or more new appointments and send the scheduled one or more new appointments to the calendaring application of the one or more specialists and the user;

identifying one or more specialists within an entity database of specialists that match the second location and the predetermined specialization, based on determining that the one or more specialists associated with the one or more existing appointments are not available;

determining availability of the one or more identified specialists and the user for appointment calendaring;

scheduling and transmit the schedule of the one or more new appointments within the calendaring application of the one or more specialists and the user;

reserving one of the available office spaces at the second location for appointments based on the availability of the one or more identified specialists and the user by transmitting an update to the entity database of locations indicating that the available office space has been reserved;

transmitting the details of the reserved office space to the one or more specialists and the user; and

integrating through the calendaring application of the one or more specialists and the calendaring application of the user and display an appointment calendaring user interface via the integration through the calendaring application, wherein scheduling and location modification to the new appointment is generated on the appointment calendaring user interface for the one or more specialists and the user viewing via the calendaring application.

15. The computer-implemented method of claim 14, further comprising creating the user profile for the user by storing financial information, transaction history, navigation history, social media information associated with the user, wherein navigation history comprises one or more sections of an application viewed by the user based on the monitoring of the user navigation of the application in association with transaction history of the user.

16. The computer-implemented method of claim 14, wherein scheduling the one or more new appointments further comprises canceling the one or more existing appointments by accessing the calendars of one or more specialists associated with the one or more existing appointments.

17. The computer-implemented method of claim 14, wherein scheduling the one or more new appointments based on the availability of the one or more identified specialists and the user further comprises:

transmitting details of the one or more new appointments to a mobile device associated with the user;

receiving one or more confirmations associated with the one or more new appointments from the user, wherein the at least one of the one or more confirmations is an audio confirmation;

analyzing the tone and content of the audio confirmation; and

comparing the audio confirmation with previously received audio confirmations from the user to determine if the user plans to retain the one or more new appointments.