公开(公告)号：US08756125B1

公开(公告)日：2014-06-17

申请号：US11496849

申请日：2006-07-31

申请人： Cathy C. Goode ,  Vincent Cheng ,  Barrett D. Saik

发明人： Cathy C. Goode ,  Vincent Cheng ,  Barrett D. Saik

IPC分类号： G06Q10/00 ,  G06Q40/00

CPC分类号： G06Q40/123 ,  G06Q30/01

摘要： A method for providing remote financial assistance involves obtaining a request from a customer for financial assistance, and scheduling an appointment slot selected from multiple appointment slots, based on the request, where the scheduled appointment slot is associated with a financial professional selected from multiple financial professionals, where the multiple financial professionals are geographically dispersed, and where the financial professional provides remote financial assistance to the customer, in the scheduled appointment slot, by inputting financial information associated with the customer into a financial professional online interface.

摘要翻译： 一种用于提供远程财务援助的方法涉及从客户获得用于财务援助的请求，并且基于所述请求来调度从多个约会时隙中选择的约定时隙，其中所述预约约定时隙与从多个金融专业人员中选择的金融专业相关联 在多个金融专业人员在地理上分散的地方，金融专业人员在预定的任职时间内向客户提供远程财务援助，通过将与客户相关的财务信息输入金融专业在线界面。

公开(公告)号：US08620712B1

公开(公告)日：2013-12-31

申请号：US11698595

申请日：2007-01-26

申请人： Kenichi Mori ,  Cathy C. Goode ,  Vincent Cheng ,  Barrett D. Saik

发明人： Kenichi Mori ,  Cathy C. Goode ,  Vincent Cheng ,  Barrett D. Saik

IPC分类号： G06Q10/00

CPC分类号： G06Q10/1095 ,  G06Q30/02

摘要： A method of scheduling at least one meeting for a consumer involves matching the consumer to a first professional of a plurality of professionals based on information associated with the consumer and the plurality of professionals, where the first professional is qualified to provide service to the consumer, scheduling a first meeting between the consumer and the first professional, and notifying the consumer and the first professional about the first meeting using information associated with the first meeting.

摘要翻译： 一种为消费者安排至少一个会议的方法包括基于与消费者和多个专业人员相关联的信息来将消费者与多个专业人员的第一专业人员进行匹配，其中第一专业人员有资格向消费者提供服务， 安排消费者和第一专业人员之间的第一次会议，并使用与第一次会议有关的信息通知消费者和第一专业人员关于第一次会议。