IDEATE - INVESTMENT PLATFORM

A PROJECT REPORT

Submitted by

K H MUHAMMED YASEEN RA2211003020510

ANKIT YADAV RA2211003020551
ARYA SHASHWAT SINGH RA2211003020567

Under the guidance of

MS. M. CHITRA, M.E., (PH.D).,
ASSISTANT PROFESSOR

DEPARTMENT OF CYBERSECURITY AND GAMING TECHNOLOGY

in partial fulfillment for the award of the degree of

BACHELOR OF TECHNOLOGY
in

COMPUTER SCIENCE AND ENGINEERING

of

FACULTY OF ENGINEERING AND TECHNOLOGY

SCHOOL OF COMPUTER SCIENCE ENGINEERING

SRM INSTITUTE OF SCIENCE AND TECHNOLOGY

RAMAPURAM, CHENNAI - 600089

April 2025
 SRM INSTITUTE OF SCIENCE AND TECHNOLOGY
(Deemed to be University U/S 3 of UGC Act, 1956)

BONAFIDE CERTIFICATE

Certified that this project report titled “IDEATE - INVESTMENT PLATFORM” is the
bonafide work of K H Muhammed Yaseen [REG NO: RA2211003020510], Ankit Yadav
[REG NO: RA2211003020551], Arya Shashwat Singh [REG NO: RA2211003020567]
who carried out the project work under my supervision. Certified further, that to the best of
my knowledge the work reported herein does not form any other project report or dissertation
on the basis of which a degree or award was conferred on an occasion on this or any other
candidate.

SIGNATURE SIGNATURE

Ms. M. Chitra, M.E., (Ph.D)., Dr. J. Sutha, Ph.D.,

Assistant Professor Professor and Head,
Department of Cyber Security and Gaming Department of Computer science and
Technology Engineering.,
SRM Institute of Science and Technology, SRM Institute of Science and Technology,
Chennai-89. Chennai-89.

Submitted for the project viva-voce held on at SRM Institute

of Science and Technology, Chennai -600089.

INTERNAL EXAMINER I INTERNAL EXAMINER II

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 SRM INSTITUTE OF SCIENCE AND TECHNOLOGY,
RAMAPURAM, CHENNAI - 89

DECLARATION

We hereby declare that the entire work contained in this project report titled
“IDEATE - INVESTMENT PLATFORM” has been carried out by K H
Muhammed Yaseen [REG NO: RA2211003020510], Ankit Yadav [REG NO:
RA2211003020551], Arya Shashwat Singh [REG NO: RA2211003020567] at SRM
Institute of Science and Technology, Ramapuram, Chennai- 600089, under
the guidance of Ms. M. Chitra (Ph.D.), Assistant Professor, Department of
Cyber Security and Gaming Technology.

Place: Chennai
Date: K H Muhammed Yaseen

Ankit Yadav

Arya Shashwat Singh

iii
 ACKNOWLEDGEMENT

We place on record our deep sense of gratitude to our lionized Chairman

Dr. R. SHIVAKUMAR, MBBS., MD., for providing us with the requisite
infrastructure throughout the course.
We take the opportunity to extend our hearty and sincere thanks to our
Dean, Dr. M. SAKTHI GANESH., Ph.D., for maneuvering us into
accomplishing the project.
We take the privilege to extend our hearty and sincere gratitude to the
Professor and Chairperson, Dr. K. RAJA, Ph.D., for his suggestions, support and
encouragement towards the completion of the project with perfection.
We thank our honorable Head of the department Dr. J. SUTHA, Ph.D,
Professor and Head Department of computer science and engineering for his/her
constant motivation and unwavering support.
We express our hearty and sincere thanks to our guide
Dr Ms. M. Chitra (Ph.D.), Assistant Professor, Department of CyberSecurity and
Gaming Technology for his/her encouragement, consecutive criticism and constant
guidance throughout this project work.
Our thanks to the teaching and non-teaching staff of the Department of
Computer Science and Engineering of SRM Institute of Science and Technology,
Chennai, for providing necessary resources for our project

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 ABSTRACT

This project focuses on the design and development of a full-featured, scalable investment

platform built using the MERN stack, which comprises MongoDB, Express.js, React.js, and

Node.js. The platform is intended to serve as a one-stop solution for users to explore, manage,

and grow their investment portfolios across various financial instruments, including equities,

mutual funds, ETFs, and cryptocurrencies. It offers a wide range of functionalities such as

secure user authentication and authorization, interactive dashboards, real-time market data

integration, performance analytics, personalized investment recommendations, and historical

data tracking. The front-end, developed using React.js, ensures a responsive and user-friendly

interface, while the back-end, powered by Node.js and Express.js, manages server-side logic,

API interactions, and business workflows. MongoDB provides a flexible and scalable NoSQL

database solution for storing user profiles, transaction histories, market data, and other critical

information. Together, these technologies enable the platform to handle real-time operations

and scale efficiently as user demands grow. The system is designed with a strong focus on

usability, security, and performance, aiming to bridge the gap between complex financial tools

and everyday users by simplifying investment decisions through data-driven insights and

intuitive features. Ultimately, the platform aspires to empower individuals to take control of

their financial future, regardless of their level of experience in investing.

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 TABLE OF CONTENTS

Page. No

ABSTRACT v

LIST OF FIGURES viii

LIST OF ACRONYMS AND ABBREVIATIONS ix

1 INTRODUCTION 1
1.1 Problem Statement 2
1.2 Aim of the Project 2
1.3 Project Domain 3
1.4 Scope of the Project 3
1.5 Methodology 3
1.6 Organization of the Report 4

2 LITERATURE REVIEW 5

3 PROJECT DESCRIPTION 6
3.1 Existing System 6
3.2 Proposed System 6
3.2.1 Advantages 7
3.3 Feasibility Study 7
3.3.1 Economic Feasibility 7

3.3.2 Technical Feasibility 8

3.3.3 Social Feasibility 8

3.4 System Specification 8

3.4.1 Hardware Specification 8
 3.4.2 Software Specification 8
3.4.3 Standards and Policies 9

4 PROPOSED WORK 10
4.1 General Architecture 10
4.2 Architecture Diagram 12
4.3 Module Description 13

5 IMPLEMENTATION AND TESTING 20

5.1 Testing 20
5.2.1 Unit testing 20
5.2.2 Integration testing 20
5.2.3 System testing 21
5.2.4 Regression testing 22
5.2.5 Performance testing 22

6 RESULTS AND DISCUSSIONS 24

6.1 Efficiency of the Proposed System 24
6.2 Comparison of Existing and Proposed System 26

7 CONCLUSION AND FUTURE ENHANCEMENTS 29

7.1 Conclusion 29
7.2Future Enchancements 30

8 SOURCE CODE 32
8.1 Sample Code 32
8.2 Output 33

References 37

Conference Certificate 38
 LIST OF FIGURES

4.1 Architecture Diagram 12

8.2.1 Dashboard 33
8.2.2 Service Provider 34
Registration
8.2.3 Home Page 35
8.2.4 Bookings Page 36

VIII
 LIST OF ACRONYMS AND ABBREVIATIONS

API APPLICATION PROGRAM INTERFACE

CBIR CONTENT BASED IMAGE RETRIEVAL
CNN CONVOLUTIONAL NEURAL NETWORK
CUHK CHINESE UNIVERSITY OF HONG
KONG SBIR SKETCH BASED IMAGE RETRIEVAL

X
 CHAPTER 1
INTRODUCTION

In today's digital age, personal finance and investment management have become increasingly
complex and data-driven, yet many individuals—especially beginners—struggle to navigate the
world of investing due to the lack of accessible, user-friendly, and comprehensive digital tools.
Existing platforms often cater to experienced investors, offering cluttered interfaces, overwhelming
data, or high entry barriers such as complex onboarding processes and limited educational support.
Moreover, most solutions fail to provide real-time insights, personalized recommendations, or
seamless portfolio tracking in one cohesive application. Additionally, with the rising popularity of
diverse asset classes such as cryptocurrencies and ETFs, there is a growing need for a modern
platform that not only aggregates investment opportunities but also enables users to manage and
monitor their holdings in a centralized and secure environment. This project aims to address these
challenges by developing a full-stack investment platform using the MERN stack that prioritizes
simplicity, real-time performance, data-driven decision-making, and accessibility, making investing
approachable for users at all levels of financial knowledge.

1.1 PROBLEM STATEMENT

Existing platforms often cater to experienced investors, offering cluttered interfaces, overwhelming
data, or high entry barriers such as complex onboarding processes and limited educational support.
Moreover, most solutions fail to provide real-time insights, personalized recommendations, or
seamless portfolio tracking in one cohesive application. Additionally, with the rising popularity of
diverse asset classes such as cryptocurrencies and ETFs, there is a growing need for a modern
platform that not only aggregates investment opportunities but also enables users to manage and
monitor their holdings in a centralized and secure environment. This project aims to address these
challenges by developing a full-stack investment platform using the MERN stack that prioritizes
simplicity, real-time performance, data-driven decision-making, and accessibility, making investing
approachable for users at all levels of financial knowledge.

1.2 AIM OF THE PROJECT

Eliminate To address the challenges faced by modern investors—especially beginners and casual
users—this project proposes the development of a full-stack investment platform using the MERN
stack: MongoDB, Express.js, React.js, and Node.js. The solution is designed to offer a clean,
intuitive user interface with robust backend functionality to deliver a secure, scalable, and

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responsive experience. The platform will centralize investment tracking across multiple asset
types such as stocks, mutual funds, ETFs, and cryptocurrencies. Key features will include secure
user authentication, real-time market data integration, customizable dashboards, portfolio
performance visualization, historical data analysis, and AI-powered personalized investment
suggestions. The front-end, built with React.js, will ensure a smooth and dynamic user experience,
while the backend, powered by Node.js and Express.js, will handle data processing, user requests,
and third-party API integrations. MongoDB will provide a flexible and scalable NoSQL database
to store user profiles, transaction histories, and market data efficiently. By combining a modern
tech stack with user-centric design, this platform will empower users to make informed financial
decisions, manage their portfolios with ease, and grow their investments confidently, regardless of
their prior experience with financial tools.

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1.3 PROJECT DOMAIN

The MongoDB, Express.js, React.js, and Node.js—is the core technological domain used to build
the IDEATE investment platform. It enables full-stack JavaScript development, allowing seamless
integration between the frontend and backend. This domain emphasizes dynamic web application
development, RESTful APIs, real-time data handling, and scalable deployment, all of which are key
to IDEATE’s architecture and functionality.

1.4 SCOPE OF THE PROJECT

The scope of this project includes the design, development, and deployment of a MERN scheduling
platform that intelligently coordinates resources based on real-time data, constraints, and predicted
demands. The platform encompasses modules for data preprocessing, resource demand forecasting,
intelligent task allocation, and conflict resolution. By leveraging historical data and real- time
inputs, the system can adapt to dynamic conditions and continuously optimize schedules. This
project targets industries such as healthcare, logistics, workforce management, and project planning,
addressing challenges like overlapping schedules, resource underutilization, and response delays.

1.5 METHODOLOGY

The development of the IDEATE investment platform followed the Agile methodology, which
promotes iterative progress, continuous user feedback, and adaptability to change. The project was
divided into multiple sprints, each focusing on specific functional modules such as user
authentication, portfolio management, financial analytics, and alert generation. During each sprint,
the team engaged in sprint planning, daily stand-ups, and sprint reviews to ensure alignment and
responsiveness to evolving requirements. The Agile approach enabled frequent testing and
refinement, especially as real-time financial data and user experience insights shaped ongoing
development. By breaking the project into manageable increments and continuously validating
progress through demos and stakeholder feedback, the team was able to deliver a scalable and user-
centric investment platform that meets the needs of modern investors.

1.6 ORGANIZATION OF THE REPORT

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Chapter 2 presents a literature review of intelligent scheduling systems, existing algorithms, and
AI- driven coordination models, highlighting their strengths and limitations.

Chapter 3 discusses the current challenges in resource scheduling such as data silos, unpredictable
workloads, and rigid rule-based systems. It outlines the need for an adaptive, intelligent system that
responds to real-time changes and optimizes performance.

Chapter 4 details the proposed system architecture, including diagrams for system flow, data
processing, and AI model integration. It describes the key modules—Data Preprocessing, Demand
Forecasting, Intelligent Scheduling, and Visualization—and outlines the training process and
dataset characteristics.

Chapter 5 focuses on implementation and testing. It describes the development environment, tools
used, and evaluation strategies including unit testing, scenario testing, and performance
benchmarking.

Chapter 6 provides results and discussions, comparing the proposed system’s performance with
traditional scheduling tools. Metrics such as task completion rate, resource utilization, and response
time are analyzed and visualized using charts and tables.

Chapter 7 concludes the project by summarizing key findings and suggesting future enhancements
such as integration with IoT systems, user-specific recommendation engines, and cross-platform
deployment capabilities

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 CHAPTER 2

LITERATURE REVIEW

In today’s financial ecosystem, investors and financial advisors often face challenges due to the lack
of a centralized, intelligent system for portfolio management and investment planning. Many rely
on fragmented tools or manual methods, which leads to inefficiencies such as data mismanagement,
delayed insights, and missed opportunities. These limitations can affect decision-making and
ultimately impact user trust and financial outcomes. Additionally, the absence of a flexible, real-
time platform to track market changes or schedule portfolio reviews makes it difficult for users to
adapt to rapid shifts in the market.
To address these gaps, IDEATE presents a comprehensive web-based investment platform that
empowers both individual investors and financial consultants. Built using the MERN stack
(MongoDB, Express.js, React.js, and Node.js), IDEATE offers an intuitive and responsive interface
for managing investments, tracking market data, and scheduling consultations. The platform is
designed with two tailored portals—one for investors and another for advisors—each equipped with
features aligned to their specific needs.
IDEATE ensures 24/7 flexibility for users to monitor their financial growth, receive AI-powered
investment suggestions, and set financial goals. The platform allows clients to explore various
investment categories such as stocks, mutual funds, and fixed deposits, and book personalized
consultation sessions based on real-time advisor availability. Appointment details and investment
logs are stored securely for future reference. With intelligent scheduling, secure data encryption,
and a user-friendly design, IDEATE eliminates miscommunication, reduces missed opportunities,
and enhances overall satisfaction for both investors and advisors. The integrated AI Chatbot, built
with Python and libraries like Scikit-learn, provides instant support, answering common queries and
guiding users through the platform. Constantly monitored and improved by developers, this virtual
assistant ensures smooth and efficient communication around the clock.

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 CHAPTER 3

PROJECT DESCRIPTION

3.1 Existing System

In many financial advisory firms and investment institutions today, portfolio scheduling,
investment planning, and client engagement are still managed through manual methods or semi-
automated systems. These outdated approaches often rely on spreadsheets, static tools, or rigid
enterprise platforms that lack the flexibility required in a fast-moving financial environment. As a
result, these systems:
 Lack real-time, data-driven investment insights
 Depend heavily on manual input and human intervention
 Are ill-equipped to handle dynamic scenarios such as market volatility, sudden portfolio
shifts, or changing client priorities
 Operate in isolation without seamless integration between investment data, client
communications, and advisor scheduling
This leads to a range of challenges including inefficiencies in client servicing, missed investment
opportunities, limited scalability, and a decline in user experience and trust. IDEATE was
conceptualized to address these limitations by offering a modern, AI-enhanced, and fully-integrated
investment management platform built on the MERN stack. It ensures seamless scheduling, real-
time analytics, and intelligent resource allocation, reducing operational friction while enhancing
investor satisfaction and financial outcomes.

3.2 Proposed System

The proposed system is an designed to intelligently manage resources, automate complex

scheduling decisions, and dynamically respond to real-time changes with minimal human oversight.

Key features include:

 Machine learning to predict resource availability and optimize task assignments

 Real-time data integration from internal and external sources (e.g., calendars, IoT devices,
HR systems)

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 3.2.1 Advantages

 Efficiency: Automates complex scheduling tasks, reducing manual work and errors

 Real-Time Adaptability: Quickly responds to changes such as staff absences or demand

spikes
 Improved Utilization: Maximizes use of available resources while respecting constraints
 Cross-Platform Integration: Can be embedded within existing ERP, HRM, and logistics
systems
 Customizability: Adaptable rulesets to match industry-specific requirements (e.g., shift
patterns, task priorities)
 Scalability: Supports deployment from small teams to large enterprises

3.3 Feasibility Study

3.3.1 Economic Feasibility

 The platform provides a strong return on investment (ROI) through:

 Cost savings by reducing manual scheduling efforts
 Better resource management, leading to lower overhead and downtime
 Reduction in errors and inefficiencies, preventing costly delays or overstaffing
 Scalable pricing models (subscription/SaaS) to fit various organization sizes

Initial development may incur moderate investment in AI infrastructure and data integration, but
operational savings and improved productivity outweigh the costs in the long run.

3.3.2 Technical Feasibility

The technical requirements are well within current technological capabilities. Key enablers include:

 Cloud-based infrastructure for scalability and flexibility

 AI Chat-bot for Assistance, classification, and optimization
 Real-time data processing using APIs and event-driven architectures
 Secure frameworks for user access, data privacy, and system reliability

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3.3.3 Social Feasibility

From a social perspective, the platform promotes:

 Improved work-life balance for employees via fairer and more transparent scheduling
 Enhanced job satisfaction by reducing manual admin and improving predictability
 User empowerment through intuitive interfaces and override capabilities
 Cultural alignment by respecting organizational norms and policies in scheduling rules

Adoption is expected to be positively received, particularly if training and change management

strategies are effectively implemented.

3.4 System Specification

3.4.1 Hardware Specification

Cloud/On-premises Server Requirements:

 Minimum 16-core CPU, 64 GB RAM (for training and runtime models)

 High-speed SSD storage (1 TB+)
 GPU support (NVIDIA Tesla T4 or equivalent) for AI workloads
 Client Devices:
 Compatible with standard desktops/laptops/tablets (min. 4 GB RAM, web browser)

3.4.2 Software Specification

 Operating System: Linux (Ubuntu Server) or Windows Server for backend; Cross-platform
frontend
 Languages & Frameworks:
 Backend: Node.js
 Frontend: HTML5, CSS, JavaScript
 Database: Mongodb
 Integration: RESTful APIs, Webhooks, OAuth 2.0

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3.4.3 Standards and Policies

 Security & Compliance: GDPR, HIPAA (if applicable), ISO/IEC 27001

 Development Standards: Agile methodology, Continuous Integration/Deployment (CI/CD)
 Coding Standards: PEP8 (Python), ESLint (JavaScript), industry best practices
 Access Control: Role-based access, MFA authentication
 Data Privacy: End-to-end encryption, anonymization where necessary

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 CHAPTER 4
PROPOSED WORK
IDEATE is a full-stack web application that delivers a seamless and intelligent solution for
investment management and advisory scheduling. Built using the MERN stack (MongoDB,
Express.js, React.js, and Node.js), IDEATE empowers clients and financial advisors to connect,
plan, and manage investments efficiently. The platform is structured around three main portals: the
Admin Portal, the Investor (Client) Portal, and the Advisor (Business Organization) Portal.

Financial advisors and firms register through the Advisor Portal, providing detailed credentials and
business profiles. To ensure transparency and security, all advisor credentials are verified by the
IDEATE admin team before being granted access to offer services. Once approved, these advisors
can publish available consultation slots, manage appointment histories, view client interactions, and
monitor their subscription to IDEATE’s services.

Investors, on the other hand, register through the Client Portal to explore investment opportunities
and book advisory sessions. Their credentials are also verified to maintain data integrity and avoid
misuse. Once onboarded, clients can browse a categorized list of financial services such as wealth
management, tax planning, retirement strategies, and more. They can view advisor profiles, ratings,
and availability, and schedule appointments based on their preferences.

The appointment booking process is intuitive—clients pick a time slot, proceed to secure payment
through multiple supported methods, and receive real-time confirmation. Booking history and
session details are stored in their personal dashboard, while the same information is simultaneously
forwarded to the respective advisor with a notification alert, ensuring a well-prepared, productive
session.

IDEATE’s AI-powered chatbot assists users throughout the process—helping investors find
suitable advisors or financial products based on their goals. This intelligent assistant simplifies
decision-making and enhances the overall user experience. The system supports review and
feedback options, allowing clients to rate and comment on their advisory sessions, fostering
transparency and service quality.

IDEATE also features robust analytics dashboards for advisors, displaying metrics like booking
trends, session counts, revenue performance, and peak consultation times. Advisors can run targeted
promotional campaigns within the platform to boost visibility and client engagement.

To maintain user engagement and reduce no-shows, IDEATE sends automated email and SMS

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notifications about upcoming appointments and reminders. Its responsive design ensures
accessibility

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4.2 Architecture Diagram

Fig 4.2.1 Architecture Diagram

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A. User
In the context of IDEATE, a user can either be an Investor (Client) seeking financial guidance or a
Financial Advisor (Business Organization) offering expert investment services. When a user
accesses the IDEATE web application, they are prompted to either register as a new user or log in
to their existing account.

Upon registration, the user selects their role—either as a client looking for investment advice or as
an advisor ready to provide services. Investors, once logged in, can explore a wide range of
financial services tailored to their goals, browse advisor profiles, and schedule appointments based
on their availability and preferences. The platform ensures that investors can make informed
decisions by providing detailed profiles, ratings, and reviews of each advisor.

B. Authorization Services

The information related to the user logins are stored in a database. These login details are verified
when someone is trying to access their portals to ensure the security and privacy of the clients. The
authorization services help to maintain the Privacy of the users. Advanced security techniques are
used in user logins like OTP and high-level algorithms for security. Authorization services also
include online KYC and Verification of the clients and service providers to ensure no fraudulent
activities take place inside the Platform. This enables the client and service providers to have good
relation and to trust our platform.

C. Booking Services

Business Organizations such as Hospitals, Salons, Car Service Centers, Bike Service Centers
register themselves to offer their services and IDEATE helps them in booking their services. The
clients choose their respective required services at relevant and available time slots at their
convenient part of the day. They confirm the requirements of the service and Schedules an
appointment which results them with a booking ID which can be helpful in recognizing the
appointment at business organization. The confirmed bookings will be saved in the history of the
clients portal and in the business organization Portal. The business organizations tend to manage all
the booking received from the IDEATE and categorizes them separately for better clarifications and

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avoid errors that dissatisfy the clien

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D. Admin

Admin is the superior portal of the whole IDEATE system as it has access to everything. An admin
can only access this portal to monitor the activities of clients and business organizations to develop
insights on improvising the strategies to attract more clients and business organizations and draw
insights on making the customers and business organizations to be more satisfied with the services
of SPARC. Admin can revoke the privileges of business organizations and clients in case of any
broken agreements. Admin controls everything from appointment Scheduling to providing the
message services to the clients and business organizations.

E. Scheduling Process

IDEATEoffers an ease way to schedule all your appointments. The existence of the chat-bot
assistant in the IDEATEadds up to be the unique feature that will help in scheduling process even
without having known about operating on the interface. AI Chat-bot is trained with tons of data to
make it efficient, fast and reliable. Open the IDEATEand register if you’re a new user and you can
register as an Service Provider or as Client that is ready to take up the offered services. Upon
registering, online KYC and verification is done by the people of IDEATEto ensure no falters to get
a part in this. You could go through the friendly interface of IDEATEto Schedule your appointment
or you could use the AI chat-bot that has been created for the sake of Assistance to Schedule the
whole appointment and redirect you to Payment Page to make the payments. Once payment is done
you could visit your appointments in your dashboard. From the dashboard you can access the
appointment rescheduling or cancellation on the basis of respective policies with defined Terms and
Conditions.

4.3 Module Description

4.3.1 User

The User Management Module is the entry point of the IDEATE system, allowing users to interact
with the platform according to their designated roles. There are two primary user roles: Clients
(who seek services) and Business Organizations (service providers). New users must register by
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providing

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relevant information including contact details, type of service (for businesses), and identity proofs.
Upon successful registration, they gain access to the platform’s features based on their role.

Clients can browse service providers, schedule appointments, and manage their personal
information. Business Organizations, on the other hand, gain access to a dashboard where they can
view and manage incoming appointments, categorize client requests, and track service history. The
module ensures a seamless user experience by dynamically adjusting the interface and available
actions depending on the logged-in role. It also includes basic profile editing capabilities and
account recovery options like OTP-based password reset.

2. Authorization & Security Module

The Authorization & Security Module acts as the gatekeeper of the platform, ensuring only legitimate and
verified users gain access to SPARC's services. This module uses a combination of secure login practices,
encryption protocols, and verification techniques to authenticate users. All login information is securely
stored and validated using high-level algorithms. Multi-factor authentication (MFA) is implemented through
OTPs (One-Time Passwords) sent via SMS or email to enhance account security.

In addition to authentication, this module manages the online KYC process for both clients and service
providers. KYC verification includes submission and review of documents, identity validation, and approval
workflows to ensure the platform is free from fraudulent users. It provides a trust layer that enhances user
confidence and ensures compliance with legal standards.

The module continuously monitors access patterns for suspicious activity and flags anomalies for admin
review. It plays a vital role in protecting user data, supporting GDPR compliance, and maintaining the
confidentiality, integrity, and availability of the system.

3. Booking & Scheduling Module

The Booking and Scheduling Module is the core of SPARC’s functionality, enabling clients to book services
from registered business organizations. Upon logging in, clients are presented with a filtered list of services
and providers based on their preferences and location. Each provider lists available time slots in real-time,
allowing clients to choose a time that fits their schedule.

Once a service and time slot are selected, the client proceeds to confirmation, after which a unique Booking

26
ID is generated. This ID is used for tracking and referencing the appointment in both client and provider
dashboards. The system ensures that time slots are not double-booked and automatically updates availability
to reflect confirmed appointments.

This module also supports rescheduling and cancellations. Clients can modify bookings within allowed
parameters (e.g., notice period, cancellation policies), and these changes are reflected across both parties'
dashboards. Business Organizations receive categorized views of their bookings (e.g., new, completed,
cancelled) to streamline management and reduce errors.

4. Payment Services Module

The Payment Services Module in IDEATE plays a crucial role in managing and securing all financial
transactions related to appointment bookings. Once a client confirms their booking, they are redirected to a
secure payment gateway to make an advance payment, which acts as a caution deposit. This mechanism
promotes accountability and helps business organizations reduce losses caused by last-minute cancellations
or client no-shows.
The module offers multi-mode payment support, enabling clients to use UPI, net banking, credit/debit cards,
or digital wallets, ensuring convenience and accessibility. All transactions are processed through certified
and encrypted payment gateways, maintaining a high standard of data security and privacy compliance.
Upon successful payment, the system automatically generates a digital receipt, which is stored and linked to
the client’s booking history and business organization’s appointment log, promoting full transparency and
financial traceability. Both parties can access detailed transaction breakdowns, including timestamps,
amounts, methods used, and any applicable refunds or outstanding balances.
Additionally, the module is integrated with a notification system that sends real-time alerts via email or SMS
about payment confirmations, failures, or refunds, ensuring users are always informed and reducing the need
for manual follow-ups.

5. Notification Services Module

The Notification Services Module is responsible for maintaining timely communication with users. It triggers
SMS or email alerts at various stages of the scheduling lifecycle, including registration confirmations,
booking updates, payment receipts, reminders, and follow-up prompts.

After a successful payment, clients receive a notification that includes the booking ID, appointment time,
business provider name, and payment details. The system also sends reminder notifications to minimize no-
shows and enhance time management for both parties.
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For businesses, alerts about new bookings, cancellations, or reschedules ensure that staff are prepared in
advance. The module can also be configured to send promotional or feedback-related messages as part of
SPARC’s engagement strategies. It supports real-time push notifications, enhancing responsiveness and
operational flow.

6. Chat-Bot Assistant Module

The Chat-Bot Assistant Module is an intelligent conversational agent integrated into the IDEATE homepage.
Designed using Python and natural language processing (NLP), the chatbot assists users in real-time by
responding to common queries, providing service recommendations, and navigating the user through the
appointment scheduling process.

The bot can display service ratings, fetch real-time slot availability, and suggest optimal time slots based on
user history and preferences. It also provides step-by-step guidance on how to register, search for services,
and make bookings. It is particularly helpful for new users who may not be familiar with the interface.

To maintain financial security, the chatbot does not handle or assist with any part of the payment process.
Users are redirected to the payment module for transactions. This separation ensures compliance with secure
design practices. The chatbot increases user satisfaction by reducing friction and making the platform more
accessible.

7. Admin Module

The Admin Module is the master control interface for system administrators. Admins have full access to all
user activities, booking trends, service provider performance, and client feedback. Through this module, the
admin can monitor real-time system operations, track key performance indicators, and generate reports.

Admins have the authority to approve or revoke user accounts based on KYC status or policy violations.
They can also moderate disputes, send system-wide announcements, and intervene in exceptional cases. The
module allows admins to manage platform content, review logs, and identify areas for process improvement.

Additionally, this module provides insights and analytics based on user behavior, helping in strategic planning, such as
onboarding new services or launching promotional campaigns. The admin dashboard is secured with additional layers of
authentication to prevent unauthorized access.

28
8. Scheduling Process Module

The Scheduling Process Module orchestrates the full lifecycle of an appointment — from registration to
completion. It integrates seamlessly with the user management, booking, payment, chatbot, and notification
modules to provide a cohesive experience.

Users start by registering or logging in, followed by KYC verification. They can then search for services
either manually or via chatbot assistance. Once a service and time slot are selected, the booking is confirmed,
payment is processed, and notifications are sent.

Users can revisit their dashboard at any time to manage existing appointments — including rescheduling or
cancellations based on the platform’s terms and conditions. The module ensures that every step is user-
friendly and supported by both automation (chatbot, alerts) and manual options (dashboards, reschedule
forms), providing flexibility and control to all users.

29
 CHAPTER 5
IMPLEMENTATION AND TESTING

5.1 Testing

5.1.1 Unit Testing

Unit testing is the foundational layer of testing for your platform. It focuses on testing the smallest
units of your code in isolation—this could be a function that checks slot availability, calculates
appointment durations, or ranks service providers based on AI-driven matching. For example, the
algorithm that matches clients with the best-fit service providers based on time, location, and
availability should be tested for all edge cases. Any helper methods used by the AI model—like
time zone conversion, resource capacity calculation, or slot formatting—need their own unit tests to
ensure

correctness and prevent ripple-effect bugs. Developers write these tests while developing the code
to ensure each piece works independently before integration. Mocking techniques are used for
external dependencies like APIs, databases, or third-party services, allowing the focus to remain on
logic validation. Proper unit testing ensures your platform is stable at the code level and builds
confidence during frequent iterations.

5.1.2. Integration Testing

Once individual components work, the next step is to ensure they work together. Integration testing
is where your platform’s scheduling engine, user portal, payment gateway, notification module, and
AI coordination engine come together. These tests simulate real scenarios like: “A client books a
service → The system checks availability → The AI selects the best provider → Payment is
processed
→ A notification is sent.” Each of these is a separate unit, but their interaction must be flawless. If
your chatbot collects user input and passes it to the scheduling engine, integration testing will verify
that this handoff is successful and that booking flows continue uninterrupted. If there's a failure—
like a missing confirmation message—it can often be traced to an integration bug. Testing also

30
includes syncing with external calendars (like Google Calendar), and ensuring that the scheduled
data is correctly pushed and pulled. With multiple services interacting, integration testing protects
the user experience from hidden technical issues.

5.1.3. System Testing

System testing is where everything comes together—your entire application is treated as a black
box, and real-world scenarios are executed end-to-end. This type of testing confirms that the
platform functions according to the requirements specified by the business and end-users. For your
AI-powered scheduling system, this includes testing workflows such as: registering as a client or
service provider, searching for available services, booking with AI-suggested providers, making
payments, receiving notifications, and managing appointments via the dashboard. All of this must
function cohesively. The test environment should replicate the production environment closely,
ensuring that all integrations, APIs, database queries, and UIs behave as expected. Even unexpected
actions—like double-clicking during booking, or accessing restricted resources—are tested to
ensure graceful handling. System testing ensures the final product is polished, secure, and functional
across the full user journey.

5.1.4. Sanity Testing

Sanity testing is a quick, focused round of testing to verify that a particular function or fix works
correctly and that the rest of the system hasn’t been unintentionally broken. Suppose your team
recently added a feature that allows clients to request a preferred service provider—sanity testing
would check that this new function works, and that it doesn’t interfere with the existing scheduling
or payment processes. It’s a fast, often informal verification done before more comprehensive
regression testing is initiated. In a CI/CD pipeline, sanity testing acts as a gatekeeper—if the sanity
tests fail, further testing is skipped to save time. It’s ideal for agile development environments
where changes are frequent, helping prevent unstable builds from progressing through the
deployment cycle.

5.1.5. Smoke Testing

Smoke testing is like a health check for your platform after a new build is deployed. It verifies that
the most essential functions are working properly. For instance, can users still log in? Can they
schedule an appointment? Can payments be made successfully? Are dashboards displaying the right

31
data? If any of these basic operations fail, the build is deemed too unstable for further testing.
Smoke testing doesn’t go deep into edge cases—it’s a broad but shallow verification meant to catch
glaring issues early. These tests are usually automated and fast, run in pre-production environments
to validate that the system isn’t “on fire.”

5.1.6. Regression Testing

Regression testing is crucial for a system as dynamic as your scheduling platform. Each new
feature, bug fix, or UI enhancement could unintentionally break something that previously worked.
For example, if a change to the booking algorithm accidentally prevents notifications from being
sent, regression tests will catch it. You should have a suite of automated test cases that re-validate
major flows—appointment booking, payment, dashboard display, rescheduling, cancellations, and
more. Especially with AI components that evolve over time, regression testing ensures that old
assumptions still hold true. This testing is typically the most extensive and is repeated throughout
the project lifecycle to maintain stability. It protects your platform’s quality as it scales and adapts.

5.1.7. Acceptance Testing

Acceptance testing validates that the platform meets the expectations of your stakeholders—clients,
business partners, and end users. It's typically performed in a UAT (User Acceptance Testing)
environment, where real-world use cases are simulated. Stakeholders test workflows that matter to
them: for example, a hospital might simulate scheduling multiple appointments with different
departments, ensuring that the system avoids conflicts and suggests efficient timings. A car service
center might validate that blocked hours due to staff absence are honored by the scheduling logic.
Acceptance tests confirm that the platform aligns with business rules, user needs, and operational
constraints. Once stakeholders approve, the platform is deemed ready for production deployment.
It’s also the final checkpoint to catch issues that developers or QA teams may not anticipate, as it’s
rooted in real-world expectations.

5.1.8. Performance Testing

Performance testing ensures your platform can handle real-world usage at scale—without crashing,
slowing down, or misbehaving. Your AI-driven platform might be heavily accessed during peak
times—like festival sales, health camp registrations, or car servicing weekends. Performance testing
simulates hundreds or thousands of users booking appointments simultaneously, submitting forms,

32
interacting with the chatbot, or making payments. It helps identify bottlenecks—maybe your
database struggles with concurrent queries, or the chatbot slows under load. Performance testing
includes load testing (normal expected traffic), stress testing (beyond expected), and spike testing
(sudden surges).

33
 CHAPTER 6

RESULTSAND DISCUSSION

6.1 Efficiency of the Proposed System

The efficiency of the proposed AI-driven Scheduling Platform lies in its seamless orchestration of
service coordination, intelligent resource allocation, and user-centered design. It is built with
modern architectural patterns and technologies to ensure responsiveness, reliability, and scalability,
making it highly efficient for both service providers and clients.

Optimized Resource Utilization

At the heart of the system lies a smart scheduling engine that leverages AI algorithms to
dynamically match clients with the most suitable service providers based on availability, location,
service requirements, and priority factors. This intelligent matching minimizes idle time for service
providers and ensures that clients receive timely service. For instance, in a multi-provider
environment like a

hospital or a car service chain, the platform ensures that appointments are optimally spaced,
avoiding resource overbooking and under-utilization.

By analyzing historical booking data and real-time availability, the system can also forecast peak
times and suggest buffer slots or staggered schedules to service providers. This proactive
coordination directly improves the throughput of services offered and allows businesses to scale
without compromising service quality.

Reduced Manual Intervention

Traditional scheduling systems often rely on manual updates, leading to errors, miscommunication,
and double bookings. The proposed system eliminates these challenges through automation. Clients
interact with an intuitive interface—or an AI chatbot assistant—to schedule appointments, while the
backend autonomously checks for real-time availability, validates user data, and coordinates with
the provider’s schedule.

34
The reduction in manual effort not only speeds up operations but also reduces the chances of human
error. Additionally, automated reminders, confirmation messages, and rescheduling options enhance
user reliability and reduce missed appointments, which improves overall operational efficiency.

Fast and Accurate Data Processing

The backend infrastructure is designed for low-latency data retrieval and processing. Core services
such as user authentication, schedule updates, and payment processing are handled asynchronously
to minimize response times. Advanced caching techniques and optimized database queries ensure
that even during high traffic, the platform delivers accurate and timely information.

Moreover, the AI component continually learns from user behavior, feedback, and outcomes to
improve scheduling accuracy. For example, if a particular provider tends to run overtime, the
system adjusts its recommendations accordingly in future bookings. This adaptiveness enhances the
real- world applicability and efficiency of the platform over time.

Scalability and Performance under Load

The platform supports horizontal scaling through microservices architecture and containerized
deployment (e.g., using Docker and Kubernetes), ensuring it can handle growing user bases and

concurrent bookings without degradation in performance. During stress and load testing, the system
has demonstrated stability under high booking volumes, maintaining response integrity and minimal
downtimes.

Furthermore, performance optimizations at the UI level—like lazy loading, predictive form inputs,
and instant search filters—ensure that users experience minimal latency, even under slower network
conditions. These performance features significantly contribute to a smooth and efficient user
experience.

Enhanced User Experience

Efficiency is also reflected in the end-user experience. Clients can complete appointment bookings
in just a few clicks, while service providers can view, manage, and analyze all appointments from a
centralized dashboard. The integration of chatbots offers real-time assistance, reducing onboarding
time for new users and providing 24/7 support without additional staffing.
35
The dashboard also provides actionable analytics for both clients and service providers, offering
insights into peak usage times, customer satisfaction, and resource load, which are essential for
strategic planning and process refinement.

6.2 Comparison between Existing and Proposed System

1. Scheduling Overlap Probability

Existing System: In the current scheduling system, there is a significant chance—estimated around
20%—that appointments may overlap. This is largely due to static booking logic, lack of real-time
resource validation, and the absence of conflict resolution mechanisms. As a result, clients may
show up at the same time for the same service, leading to confusion, delays, and dissatisfaction.

Proposed System: The AI-driven scheduling engine in the proposed system has drastically reduced
overlap chances to just 5%. This is achieved by implementing real-time resource validation,
dynamic conflict resolution algorithms, and intelligent time slot management. The system checks
not only availability but also past patterns and buffer needs, ensuring that each appointment is
spaced optimally.

2. Optimization Scale

Existing System: Optimization in the existing model is minimal and often limited to basic time-slot
filtering or static capacity rules. There is no consideration for historical trends, predictive analytics,
or user preferences, which leads to underutilization of provider availability and poor scheduling
efficiency.

Proposed System: The new system introduces high-scale optimization using AI and machine
learning. It learns from past usage, adapts to provider performance, considers peak load times, and
makes scheduling decisions that optimize resource usage, reduce idle time, and increase throughput.
This ensures optimal operations across varied scenarios and business scales.

3. Time Complexity

Existing System: The legacy systems often rely on sequential logic and manual intervention for
booking validation. This increases time complexity, especially when multiple filters or checks are

36
involved. As user volume scales, response time slows significantly, affecting user satisfaction.

Proposed System: The proposed solution is architected with low time complexity in mind.
Algorithms are designed to retrieve, validate, and suggest schedules in milliseconds using optimized
data structures, caching, and asynchronous processing. This results in near-instant feedback and
smooth real-time scheduling even under high load.

4. Chatbot Assistance

Existing System: One of the biggest drawbacks of the old system is the lack of real-time user
assistance. Users have to navigate complex interfaces on their own, often resulting in abandoned
bookings or incorrect entries, especially for first-time users or those with limited technical
proficiency.

Proposed System: The new platform introduces an AI-powered chatbot trained to handle
scheduling- related queries, guide users through booking processes, show available slots, and
provide personalized suggestions. It enhances user experience, reduces support burden, and
increases engagement

5. Cost Structure

Existing System: Most legacy platforms have rigid pricing models, charging high service fees
regardless of the booking complexity or customer requirement. This creates a barrier for smaller
clients or those with simple needs, limiting platform adoption.

Proposed System: The new model adopts a dynamic and requirement-based pricing structure.
Clients are charged according to the nature of their bookings, time slots, and service types. This not
only makes the system more affordable but also more accessible to a wider user base, promoting
inclusivity and value for money.

6. System Flexibility

Existing System: The legacy system offers limited flexibility in rescheduling, cancellation, and
customization. Often, users are locked into predefined time slots or face restrictions that don’t align
with their changing needs, which can result in a poor user experience.

37
Proposed System: Full flexibility is built into the new system, allowing users to modify bookings,
choose preferred providers, adjust time slots, and receive AI-driven suggestions based on real-time
availability. The system adapts to user behavior and needs, fostering user empowerment and
satisfaction.

7. Automation Level

Existing System: Many processes in the existing system still require manual verification and
intervention, such as confirming bookings, updating schedules, or sending reminders. This manual
dependency increases the chances of human error and reduces overall efficiency.

Proposed System: The proposed platform automates the majority of operations, from KYC
verification and appointment booking to payment processing and post-booking notifications.
Automation improves speed, reduces overhead, and ensures consistency and reliability across user
interactions.

8. User Experience

Existing System: The outdated interface and lack of intelligent support in the existing system
create a steep learning curve. Users often find the interface clunky, unintuitive, and difficult to
navigate, which discourages repeat use.

Proposed System: With a modern UI/UX, integrated AI chatbot, personalized scheduling, and real-
time feedback, the new system offers a streamlined, enjoyable experience for all users. It’s designed
to reduce friction and make scheduling services as simple and efficient as possible.

38
 CHAPTER 7

CONCLUSION AND FUTURE ENHANCEMENTS

7.1 Conclusion

The proposed AI-driven Scheduling Platform represents a significant leap forward in the way
service providers and clients coordinate appointments. By leveraging advanced algorithms and
artificial intelligence, the system provides optimized, real-time scheduling, reducing the chances of
conflicts, improving efficiency, and enhancing user satisfaction. The platform's smart resource
allocation ensures that service providers’ time and client preferences are balanced effectively,
maximizing both provider capacity and customer convenience.

Key features, such as low-latency time-slot validation, full flexibility in scheduling, and dynamic,
AI-powered chatbot assistance, make the system highly efficient and user-friendly. With automation
of booking, payment, and notifications, the platform reduces the need for manual intervention,
eliminating human error and improving overall system reliability. The adoption of an adaptive AI
system that learns from historical data ensures that the platform will continue to evolve, offering
more personalized and optimized scheduling experiences for users.

Furthermore, the system’s scalability, along with its enhanced user interface and modern
architecture, provides a solid foundation for handling an increasing number of users and
transactions, making it suitable for a wide range of industries—healthcare, hospitality, service
centers, and beyond. The dynamic pricing model also allows for a more personalized approach,
offering better pricing flexibility for different user segments.

7.2 Future Enhancements

While the AI-driven scheduling platform offers substantial benefits, there are several potential
enhancements that could further optimize its performance, expand its capabilities, and provide more
value to its users.

39
Advanced AI Predictions and Personalization
Future enhancements could focus on refining the AI model for even more advanced predictions.
The system could be trained to predict when clients are most likely to need services based on past
behavior, seasons, and even external factors such as local events or weather conditions. This
predictive capability could lead to even more optimized scheduling, with the AI proactively
suggesting the best times and service providers based on users' patterns, preferences, and
availability.

Integration with More Third-Party Systems

To enhance the user experience further, integrating the platform with more external systems such as
calendars, wearables, or other enterprise software (e.g., CRM or ERP systems) could be highly
beneficial. For example, integrating with health tracking apps for medical appointments could help
the AI system adjust schedules based on users' health data or personal preferences. Additionally

integration with IoT devices could improve the efficiency of managing physical resources such as
rooms, equipment, or personnel availability.

Enhanced Natural Language Processing (NLP)

The existing chatbot could be improved by advancing its Natural Language Processing (NLP)
capabilities. This would make the chatbot smarter and more conversational, allowing it to handle
complex user queries and offer more personalized recommendations. With improved NLP, users
would be able to communicate with the platform in a more intuitive manner, making it feel like a
more seamless extension of their daily life.

Real-time Traffic and External Data Integration

One of the future enhancements could be integrating real-time traffic, weather, or geo-location data
into the platform. For instance, if a client is traveling to a service provider and there is a traffic jam,
the system could automatically adjust the appointment time or send notifications to both the client
and the provider, reducing missed or delayed appointments.

Machine Learning for Resource Forecasting

Future upgrades to the AI could incorporate machine learning models to predict long-term resource
needs and optimize staffing or service hours based on historical demand and trends. This would
enable service providers to make better decisions regarding staffing levels, capacity, and even the
introduction of new services, ultimately leading to better operational planning and resource manage.

40
Advanced Payment and Billing Features
Expanding the payment functionality could include introducing more flexible payment options like
subscription models, tiered pricing, or pay-per-service options based on user preferences.
Additionally, smart contracts could be implemented for specific service agreements, further
streamlining the payment process and ensuring transparency and security in transactions.

Client and Service Provider Feedback Integration

Future versions of the platform could integrate more sophisticated feedback loops. After each
appointment, both clients and service providers could provide real-time ratings, reviews, and
suggestions. The AI could analyze this feedback and automatically adjust appointment scheduling
or service provider recommendations to improve the platform’s effectiveness. This would also help

in identifying areas of improvement, ensuring a continuous cycle of refinement based on user

experiences.

Mobile App Expansion and Multi-Platform Support

While the system is likely to be web-based, expanding it to a full-fledged mobile application for
iOS and Android devices could improve accessibility and convenience for users on the go. By
integrating the platform into mobile devices, users could schedule, reschedule, or cancel
appointments from anywhere, receive push notifications, and even make payments directly via
their mobile phones.

Security and Data Privacy Enhancements

As the platform continues to scale, maintaining the security of user data will be paramount. Future
updates could focus on enhancing encryption protocols, adding multi-factor authentication for all
users, and complying with new regulations around data privacy (e.g., GDPR, CCPA). Additionally,
AI algorithms could be employed to monitor and detect unusual activity, providing an extra layer of
security for both clients and service providers.

41
 CHAPTER 8

SOURCE

CODE

8.1 Source Code

frimport { useState, useEffect } from "react";

import axios from "axios";
import { toast } from "react-toastify";

const DeliveryTimeEstimator = () => {

const [distance, setDistance] = useState("");
const [packageSize, setPackageSize] = useState("Small");
const [dayOfWeek, setDayOfWeek] = useState("Monday");
const [location, setLocation] = useState("");
const [weatherCondition, setWeatherCondition] = useState("");
const [deliveryService, setDeliveryService] = useState("");
const [estimatedTime, setEstimatedTime] = useState(null);
const [uniqueValues, setUniqueValues] = useState({});
const [isDataUploaded, setIsDataUploaded] = useState(false);
const [explanation, setExplanation] = useState("");
const [isLoading, setIsLoading] = useState(false);
const [modelAccuracy, setModelAccuracy] = useState(null);

useEffect(() => {
fetchUniqueValues();
}, [isDataUploaded]);

const fetchUniqueValues = async () => {

try {

42
 if(!isDataUploaded) return;
const response = await axios.get("http://localhost:8000/unique-values");
setUniqueValues(response.data);
} catch (error) {
console.error("Error fetching unique values:", error);
}
};

const handleSubmit = async (e) => {

e.preventDefault();
if (!isDataUploaded) {
toast.error("Please upload data and train the model first.");
return;
}
setIsLoading(true);
try {
const response = await axios.post("http://localhost:8000/predict", {
distance: parseFloat(distance),
package_size: packageSize,
day_of_week: dayOfWeek,
location: location,
weather_condition: weatherCondition,
delivery_service: deliveryService,
});
setEstimatedTime(response.data.estimated_time);
setExplanation(response.data.explanation);
setModelAccuracy(response.data.model_accuracy);
toast.success("Delivery time estimated successfully!");
} catch (error) {
console.error("Error estimating delivery time:", error);
if (error.response && error.response.data &&
error.response.data.detail) {
toast.error(error.response.data.detail);
43
 } else {
toast.error("Error estimating delivery time. Please try again.");
}
} finally {
setIsLoading(false);
}
};

8.2 Output

Fig 8.2.1 Dashboard

44
Fig 8.2.2 Service Provider
Registration

45
Fig 8.2.3 Home Page

46
 REFERENCES

[1] Gunther Eysenbach “Web-Based Medical Appointment Systems”, J Med Internet Res. 2017.

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[3] Shelar Pooja, Hande Nilima, Dhamak Prajakta, Hingane

Nisha, Jadhav Vinayak “SMART APPOINTMENT GENERATION FOR PATIENT”, International
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[5] Bashir Omolaran Bello “Student-Teacher Online Booking Appointment System in Academic
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CERTIFICATES

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