| CPC G06Q 20/4014 (2013.01) [G06Q 20/3223 (2013.01); G06Q 20/382 (2013.01); G06Q 20/42 (2013.01); G06Q 30/0623 (2013.01)] | 20 Claims |
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1. A system for assigning an in-person status to a mobile user, comprising:
an employee computing device comprising:
an employee computing device display;
one or more first processors; and
a first memory in communication with the one or more first processors and storing first instructions that are configured to cause the employee computing device to:
receive a first user input from an employee user corresponding to selecting a product for the mobile user, wherein selecting the product comprises selecting a new financial account to open;
responsive to receiving the first user input:
send a tracking identifier request for a tracking identifier to a server, the tracking identifier request comprising a first user identifier associated with the employee user and a location identifier associated with a location of the employee computing device;
receive the tracking identifier associated with the first user identifier and the location identifier from the server;
generate a link embedded with the tracking identifier and a product identifier associated with the new financial account selected by the employee user via the first user input;
generate a machine-readable element embedded with the link; and
render the machine-readable element on the employee computing device display;
the server comprising:
one or more second processors; and
a second memory in communication with the one or more second processors and storing second instructions that are configured to cause the server to:
receive the tracking identifier request;
generate the tracking identifier associated with the first user identifier and the location identifier;
send the tracking identifier to the employee computing device;
receive a verification request for in-person status for acquiring the product from a mobile user device, the verification request comprising the tracking identifier and the product identifier;
determine whether the verification request to acquire the product is a first verification request associated with the tracking identifier and the product identifier associated with the new financial account;
determine whether the verification request to acquire the product is received within a predetermined time threshold since the tracking identifier was generated;
responsive to determining that the verification request is not the first verification request or the verification request is not received within the predetermined time threshold, transmit an alert to the mobile user device that the link has expired; and
responsive to determining that the verification request is a first verification request and the verification request is received within the predetermined time threshold, transmit in-person status credentials to the mobile user device;
the mobile user device comprising:
a mobile user device display;
one or more third processors; and
a third memory in communication with the one or more third processors and storing third instructions that are configured to cause the mobile user device to:
scan the machine-readable element;
recognize the link embedded in the machine-readable element;
responsive to recognizing the link, transmit the verification request for in-person status to acquire the product to the server, wherein the verification request comprises the tracking identifier and the product identifier;
responsive to receiving the alert, render the alert on the mobile user device display; and
responsive to receiving the in-person status credentials:
render a description of the product on the mobile user device display based on the product identifier;
receive a second user input confirming intent to acquire the product; and
transmit an acquisition request for the product with the in-person status credentials.
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