Computerized appointment scheduling system and method

A computer-implemented method for scheduling an appointment with a user, the method comprising:

• receiving, at a computing system associated with a financial institution, a first user-selected preference;
• receiving, at the computing system, a first preference weight of the first user-selected preference;
• receiving, at the computing system, a second user-selected preference;
• receiving, at the computing system, a second preference weight of the second user-selected preference;
• accessing, by a rules engine of the computing system, matching data stored in a data storage system, the matching data including characteristics regarding a plurality of representatives of the financial institution;
• calculating, by the rules engine, one or more preference match scores for each representative of the plurality of representatives, each preference match score corresponding to one of the first user-selected preference or the second user-selected preference, based on the characteristics of the representative;
• calculating, by the rules engine, an individual user total match score for each representative of the plurality of representatives specific to the user using a weighted average of the one or more preference match scores weighted by the first preference weight and the second preference weight;
• generating, using the rules engine, a ranked list of the plurality of representatives based on their respective individual user total match scores;
• generating, by the computing system, a display comprising the ranked list and transmitting the display to the user;
• receiving, by the computing system, a user selection of at least one of the plurality of representatives from the list;
• receiving, by the rules engine, information associated with the user from a third party information provider;
• providing, by the rules engine, the information associated with the user to the selected representative;
• and
• scheduling, by scheduling logic of the computing system, the appointment between the selected representative and the user, including scheduling the appointment in a calendaring and sales platform of the selected representative.

A method for remotely scheduling an in person appointment with a user, the method comprising:

• receiving, using a network interface logic, a first user-selected preference;
• receiving, using the network interface logic, a first preference weight associated with the first user-selected preference;
• receiving, using the network interface logic, a second user-selected preference;
• receiving, using the network interface logic, a second preference weight associated with the second user-selected preference;
• accessing, by a rules engine of a computer system, matching data stored in a data storage system, the matching data including characteristics regarding at least one resource of a financial institution;
• calculating, by the rules engine, one or more preference match scores for the at least one resource, each preference match score corresponding to at least one of the first user-selected preference or the second user-selected preference, based on the characteristics of the at least one resource;
• calculating, by the rules engine, an individual user total match score for the at least one resource specific to the user using a weighted average of the one or more preference match scores weighted by the first preference weight and the second preference weight;
• generating, using the rules engine, a ranked list including the at least one resource, the ranked list based on the individual user total match score;
• receiving, from the user, a selection of the at least one financial institution resource included in the ranked list;
• displaying, using scheduling logic of the computer system, an availability of the selected financial institution resource during an upcoming month;
• receiving, from the user, an appointment scheduling request;
• receiving, by the rules engine, information associated with the user from a third party information provider;
• and
• providing, by the rules engine, the information associated with the user to the selected financial institution resource.

A method for remotely scheduling an in person appointment with a user, the method comprising:

• receiving, using a network interface logic, a first user-selected preference;
• receiving, using the network interface logic, a first preference weight associated with the first user-selected preference;
• receiving, using the network interface logic, a second user-selected preference;
• receiving, using the network interface logic, a second preference weight associated with the second user-selected preference;
• accessing, by a rules engine of a computer system, matching data stored in a data storage system, the matching data including characteristics regarding a plurality of resources of a financial institution;
• calculating, by the rules engine, one or more preference match scores for each resource of the plurality of resources, each preference match score corresponding to at least one of the first user-selected preference or the second user-selected preference based on the characteristics of the resource;
• calculating, by the rules engine, an individual user total match score for each resource of the plurality of resources specific to the user using a weighted average of the one or more preference match scores weighted by the first preference weight and the second preference weight;
• generating, using the rules engine, a ranked list of the plurality of resources based on their respective individual user total match scores;
• displaying identifying information of at least one of the plurality of resources of the ranked list, the identifying information capable of being sorted using various criteria;
• receiving, from the user, a selection of one of the plurality of resources of the ranked list;
• displaying, using scheduling logic of the financial institution, an availability of the selected resource;
• receiving, from the user, an appointment scheduling request;
• receiving, by the rules engine, information associated with the user from a third party information provider;
• and
• providing, by the rules engine, the information associated with the user to the selected resource;
• accessing, by the scheduling logic, inventory logic to determine an availability of the selected resource;
• and
• rescheduling, by the scheduling logic, the appointment after determining that the selected resource is unavailable;
• wherein the selected resource is a representative of the financial institution;
• wherein the first user-selected preference and the second user-selected preference are received at a first computing system associated with the financial institution,
• wherein the first user-selected preference and the second user-selected preference are received while the user is using a second computing system to conduct a network-based session with the first computing system,
• wherein, during the network session, transaction information is received from the user regarding a transaction, and
• wherein, during the appointment, the first computing system provides the representative with access to the transaction information received from the user and uses the transaction information to complete the transaction.