Patents Assigned to Intuit, Inc.
  • Patent number: 10264127
    Abstract: An application determines an emotional state of a user based on evaluating facial recognition data of the user captured from the user interacting with the application. The application receives a request from the user to initiate a support call. The request identifies the emotional state of the user. The application predicts, from a set of outcomes of support calls processed by support agents interacting with users having different emotional states, an emotional state that increases a likelihood of achieving a specified outcome for the support call based on the emotional state of the user. The application identifies an available support agent having the predicted emotional state, and assigns the user to interact with the identified support agent for the support call.
    Type: Grant
    Filed: April 6, 2018
    Date of Patent: April 16, 2019
    Assignee: INTUIT, INC.
    Inventors: Amir Eftekhari, Aliza Carpio, Joseph Elwell, Damien O'Malley
  • Patent number: 10255641
    Abstract: Computer-implemented methods, articles of manufacture and computerized systems for identifying or alerting a user of certain data in electronic tax returns. A computerized tax return preparation system including a tax return preparation software application executed by a computing device receives first and second tax data and populates respective fields of the electronic tax return. The system executes a predictive model such as logistic regression, naive bayes, K-means clustering, clustering, k-nearest neighbor, and neural networks. First tax data is an input into the predictive model, which generates an output, which is compared with second tax data. An alert is generated when the second tax data does not satisfy pre-determined criteria relative to the first output generated by the predictive model. The same or other predictive model may be used as additional tax data is received for subsequent tax data analysis.
    Type: Grant
    Filed: October 31, 2014
    Date of Patent: April 9, 2019
    Assignee: INTUIT INC.
    Inventors: Jonathan Goldman, Massimo Mascaro, William T. Laaser
  • Patent number: 10257375
    Abstract: Aspects of the present disclosure provide methods and apparatuses for processing a digital image of a document, for example, to determine whether the document is a long document. An exemplary method generally includes obtaining a plurality of digital images of the document, determining a type of the document, loading one or more pre-defined metrics associated with the document based on the determined type of the document, determining one or more characteristics of the document based on one or more analyses performed on the plurality of digital images of the document, comparing the one or more characteristics of the document with the one or more pre-defined metrics, and determining the document to be a long document based, at least in part, on the comparison.
    Type: Grant
    Filed: June 14, 2017
    Date of Patent: April 9, 2019
    Assignee: INTUIT, INC.
    Inventors: Vijay Yellapragada, Peijun Chiang, Daniel Lee, Jason Hall, Shailesh Soliwal
  • Patent number: 10248684
    Abstract: The disclosed embodiments provide a system that manages synchronization between a profile store and a source of truth that is used to update the profile store via a real-time link. During operation, the system selects a profile for an entity in the profile store for use in verifying the synchronization between the profile store and the source of truth based on an access pattern associated with the profile store. Next, the system obtains a first set of attributes from a profile for an entity in the profile store and a second set of attributes for the entity from the source of truth. The system then compares the first and second sets of attributes to detect and correct mismatches between the first and second sets of attributes, wherein the corrected mismatches improve subsequent use of the profile in the profile store by the set of remote offerings.
    Type: Grant
    Filed: October 30, 2015
    Date of Patent: April 2, 2019
    Assignee: INTUIT INC.
    Inventors: Tobias Ullrich, Lars Pfannenschmidt, Frank Wisniewski, Thorsten Kr├╝ger, Shabbir Y. Rajgara, Guohan Gao
  • Patent number: 10250453
    Abstract: One embodiment of the present invention relates to a system that enables a single software application instance to support multiple tenants, wherein each tenant is associated with a separate database. First, the software application instance receives an input, wherein the input requires an operation to be performed on a database of one of the supported tenants. Next, the software application instance identifies the tenant with which the input is associated. The software application instance then obtains a context associated with the tenant. From the context, the software application instance obtains a service object. Finally, the software application invokes a method provided by the service object's class. This enables a data access object, which is encapsulated within the service object, to perform the operation on the database.
    Type: Grant
    Filed: January 23, 2013
    Date of Patent: April 2, 2019
    Assignee: INTUIT INC.
    Inventors: Servesh Pratap Singh, Ritesh N. Jain, Smita Shankar
  • Publication number: 20190096003
    Abstract: A method and system assists users of a user of a financial management system to retrieve financial document data from third-party websites during a financial management interview presented to the user by the financial management system via a primary web browser executed in a computing environment of the user. The method and system implement an embedded web browser in the primary web browser of the user and assist the user to download the financial document data without switching from the current tab of the primary web browser through which the user receives the financial management interview.
    Type: Application
    Filed: November 20, 2017
    Publication date: March 28, 2019
    Applicant: Intuit Inc.
    Inventors: Grace Pariante, Chang Ting "CT" Yu, Suman Yadav, Swathi M, Muniyaraj Samayavel, Bobby G. Bray, JR.
  • Patent number: 10242093
    Abstract: A method and system uses a probabilistic topic model to identify topics that are relevant search query terms received by a customer support system from a user, according to one embodiment. The probabilistic topic model identifies topics that are relevant to the search query terms at least partially based on the context around the receipt of the search query terms, according to one embodiment. By identifying relevant topics at least partially based on the context around the receipt of the search query terms, a likelihood of inaccurately identifying a relevant topic is reduced, according to one embodiment.
    Type: Grant
    Filed: October 29, 2015
    Date of Patent: March 26, 2019
    Assignee: Intuit Inc.
    Inventors: Igor A. Podgorny, Warren Bartolome, Nolan Richard Patterson
  • Patent number: 10235721
    Abstract: A computer-implemented method for gathering user-related tax data for use with tax preparation software includes a computing device executing a data capture utility configured to connect to one or more remotely located data sources, wherein the data capture utility captures user-specific tax data from the one or more remotely located data sources and stores the captured data in a data store. The computing device executes a tax logic engine configured to read data from the data store and determine the completeness of the data contained within the data store. The computing device communicates a message to the user regarding the level of completeness of the data contained within the data store.
    Type: Grant
    Filed: November 26, 2014
    Date of Patent: March 19, 2019
    Assignee: INTUIT INC.
    Inventors: Luis F. Cabrera, Gang Wang, Kevin M. McCluskey, Per-Kristian Halvorsen, Michael J. Graves, Arien C. Ferrell
  • Patent number: 10235722
    Abstract: Systems, methods and articles of manufacture for analyzing past year tax data for a taxpayer and determining an estimated current year tax liability in order to compute estimated tax payments. The tax preparation system comprises a tax estimate engine configured to access a plurality of calculated past year tax calculation graphs. The tax estimate engine analyzes and compares the calculated past year tax calculation graphs to determine similar node(s) and/or dissimilar node(s) and also determines a similar node estimating value for the similar nodes and/or a dissimilar node estimating value for the dissimilar nodes. A tax calculation engine calculates a current year tax calculation graph using the similar node estimating values and/or dissimilar node estimating values. The calculated current year tax calculation graph includes an estimated tax liability for the current year, which the system uses to compute estimated tax payments for the taxpayer for the current tax year.
    Type: Grant
    Filed: November 26, 2014
    Date of Patent: March 19, 2019
    Assignee: INTUIT INC.
    Inventors: Gang Wang, Kevin M. McCluskey, David A. Hanekamp, Jr., Luis F. Cabrera, Per-Kristian Halvorsen
  • Patent number: 10229100
    Abstract: A method and system provides augmented reality form-fill assistance to a user. The method and system include receiving image data related to an image of a paper form to be filled out by the user, matching the image data to known form data stored in a database, and generating augmented image data by populating data fields of the image data with appropriate user attribute data entries.
    Type: Grant
    Filed: April 22, 2016
    Date of Patent: March 12, 2019
    Assignee: Intuit Inc.
    Inventors: Christopher Lesner, Alexander S. Ran
  • Patent number: 10230598
    Abstract: A re-stacking data visualization display is generated that includes individual graphic representations of instances (virtual computing systems) used to provide a software application in a cloud computing environment. The re-stacking data visualization display shows a launch date for each instance, a termination date for the instance, an indication of the instance creation template used to generate that instance, and the base instance creation template release dates for each of the base instance creation templates. Consequently, the re-stacking policy associated with a software application offering can be readily determined by a simple examination of the re-stacking data visualization display. As a result, any potential security issues and vulnerabilities can be readily identified and addressed.
    Type: Grant
    Filed: January 24, 2017
    Date of Patent: March 12, 2019
    Assignee: Intuit Inc.
    Inventors: Thomas M. Pigoski, II, Theresa M. Dayog, Edward L. Farmer, Rajan Bansal, Mark Richard Friberg
  • Patent number: 10230701
    Abstract: The disclosed embodiments relate to a system that provides a selective encryption technique that encrypts all of the fields in a profile, and selectively enables consumers of the profile information to decrypt specific fields in the profiles. This is accomplished by encrypting each field in the profile using a randomly generated symmetric key, and then encrypting the symmetric key for each field with public keys belonging to individuals who are authorized to access each field. These encrypted public keys are stored in a header of the profile to enable individuals to use their corresponding private keys to decrypt symmetric keys for the specific fields that they are authorized to access.
    Type: Grant
    Filed: October 30, 2015
    Date of Patent: March 12, 2019
    Assignee: INTUIT INC.
    Inventors: Tobias Ullrich, Lars Pfannenschmidt, Frank Wisniewski
  • Patent number: 10229315
    Abstract: Aspects of the present disclosure provide methods and apparatuses for detecting duplicate copies of a form in an image of a document. An exemplary method generally includes obtaining a first digital image of a document, performing one or more transformations on the first digital image, determining one or more rectangles in the transformed first digital image, identifying at least a first duplicate copy of the form being depicted in the first digital image based, at least in part, on the detected one or more rectangles, and generating, based on the identified duplicate copy of the form, a notification that the first digital image includes at least the first duplicate copy of the form.
    Type: Grant
    Filed: July 27, 2016
    Date of Patent: March 12, 2019
    Assignee: INTUIT, INC.
    Inventors: Vijay Yellapragada, Peijun Chiang, Sreeneel K. Maddika
  • Publication number: 20190073229
    Abstract: A method for storage retrieval, including receiving a request for application content. The request includes a first field identifier. The method further includes submitting a query to a content repository, for each asset including the first field identifier, receiving a first asset including the first field identifier and a second asset including the first field identifier, and extracting a first variability tag from the first asset and a second variability tag from the second asset based on the first asset having a matching asset property value to the second asset. The first asset and second asset are scored based at least on the first variability tag and at least on the second variability tag to obtain a first and second score, respectively. The method further includes selecting the first asset based on the first score and the second score, and transmitting the first asset as the application content.
    Type: Application
    Filed: November 7, 2018
    Publication date: March 7, 2019
    Applicant: Intuit Inc.
    Inventors: Jay JieBing Yu, Matthew Sivertson, Vinay Kumar
  • Patent number: D843414
    Type: Grant
    Filed: November 14, 2017
    Date of Patent: March 19, 2019
    Assignee: INTUIT INC.
    Inventors: Brandon Wall, Michael Cheung, Xue Ding
  • Patent number: D843416
    Type: Grant
    Filed: November 14, 2017
    Date of Patent: March 19, 2019
    Assignee: INTUIT INC.
    Inventors: Brandon Wall, Michael Cheung, Xue Ding
  • Patent number: D844698
    Type: Grant
    Filed: September 6, 2017
    Date of Patent: April 2, 2019
    Assignee: Intuit Inc.
    Inventors: Dickon Isaacs, Daniel Ryan Loomis, Leslie Witt, Christian Antaloczy
  • Patent number: D845992
    Type: Grant
    Filed: February 20, 2018
    Date of Patent: April 16, 2019
    Assignee: Intuit, Inc.
    Inventors: Molly Beth Davis, Dickon Isaacs
  • Patent number: D845995
    Type: Grant
    Filed: February 20, 2018
    Date of Patent: April 16, 2019
    Assignee: Intuit, Inc.
    Inventors: Molly Beth Davis, Dickon Isaacs
  • Patent number: D845996
    Type: Grant
    Filed: February 20, 2018
    Date of Patent: April 16, 2019
    Assignee: Intuit, Inc.
    Inventors: Molly Beth Davis, Dickon Isaacs