Patents Assigned to Intuit, Inc.
  • Patent number: 11429569
    Abstract: Certain aspects of the present disclosure provide techniques for processing east-west queries in an application programming interface (API) generated for a plurality of associated services. The method generally includes receiving, at a request gateway from a requesting service, a request to invoke a function exposed by a first service through the API. References to entities defined in a declarative schema for one or more second services are identified based on identifiers included a record retrieved from a data repository for an entity returned by the function. A message is published on a message bus to the one or more second services to retrieve information related to the referenced entities. A response message including objects associated with the referenced entities is consumed. The function is executed based on the objects associated with the referenced entities, and the result generated by executing the function is returned to the requesting service.
    Type: Grant
    Filed: August 19, 2020
    Date of Patent: August 30, 2022
    Assignee: INTUIT INC.
    Inventors: Aveer Ratan Thakur, Michael J. Kogan, Banani Medhi, Peter Allen Vogel
  • Patent number: 11429351
    Abstract: A workflow construction system for constructing automation workflows that automate user specific processes. The workflow construction system may include a template library including workflow templates and pre-configured attributes. The workflow template can accelerate the design and construction of custom automation workflows. An orchestration layer included in the workflow construction system will also improve the performance of systems that execute the automation workflows by dynamically scaling the processing capacity, memory, and storage of servers and other systems hosting the model file instances of the automation workflows to ensure the available resources meet the demands of users completing processes using the automation workflows.
    Type: Grant
    Filed: January 21, 2021
    Date of Patent: August 30, 2022
    Assignee: INTUIT INC.
    Inventors: Siben Nayak, Govinda Sambamurthy, Anil Sharma, Srivatsan Vijayaraghavan, Nishant Sehgal, Sandeep Gupta, Shirish Peshwe, Archit Singh, Harsh Madhogaria, Jitin Maherchandani, Shyamalendu Tripathy
  • Patent number: 11429988
    Abstract: Reduction in latency between question submissions and response submissions in a question and answer based customer support system is reduced by facilitating the use of mobile devices by customer support personnel to submit question responses. The answerability of a question from a mobile device is predicted by analyzing the attributes of the question itself before the answer is generated. Questions being entered into the question and answer based customer support system that are conveniently answerable from a mobile device are routed to a mobile question and answer queue that enables mobile device users to review and respond to the mobile device answerable questions. A question is determined to be answerable from a mobile device if a predicted answer to the question has a length that is within a predetermined threshold, so that customer support personnel are not burdened with generating long responses from mobile devices.
    Type: Grant
    Filed: July 23, 2020
    Date of Patent: August 30, 2022
    Assignee: Intuit Inc.
    Inventors: Igor A. Podgorny, Kelvin Hung, Matthew Cannon, Warren Bartolome
  • Patent number: 11431511
    Abstract: At least one processor of a central authority separate from a computing process may establish a first trust relationship between the computing process and a central authority separate from the computing process. The establishing may include authenticating the computing process, which may include providing a signed token to the computing process, receiving a request for the certificate from the computing process including the signed token and policy ID data, determining that the computing process is eligible for the certificate according to a policy that associates the certificate with the policy ID data, and validating the signed token. In response to the establishing, the at least one processor may obtain the certificate. The certificate may be signed by a third-party certificate authority with which the central authority has a second trust relationship separate from the first trust relationship. The at least one processor may provide the certificate to the computing process.
    Type: Grant
    Filed: June 3, 2019
    Date of Patent: August 30, 2022
    Assignee: INTUIT INC.
    Inventors: Gleb Keselman, Yaron Sheffer, Mike Rooz
  • Patent number: 11430073
    Abstract: Systems and methods that may be used to allow married couples to prepare separate individual tax returns while also being able to evaluate the merits of filing a joint return in a manner that does not breach each spouse's financial privacy.
    Type: Grant
    Filed: April 24, 2020
    Date of Patent: August 30, 2022
    Assignee: INTUIT INC.
    Inventors: Shiomi Medalion, Yair Horesh, Yehezkel Shraga Resheff, Daniel Ben David
  • Patent number: 11429405
    Abstract: Method and apparatus for providing personalized self-help experience in online application. A predictive model is trained to learn a relationship between one or more user features and one or more tags using historical user feature data. High-dimensional vectors representing each of a plurality of questions are generated and stored in the lookup table. The trained predictive model outputs tags probabilities from the incoming user data, using the learned relationship. A user high-dimensional vector is formed based on the tags probabilities. Similarity metrics are calculated between the high-dimensional vector for the respective question and the user high dimensional vector. One or more of the most relevant question titles are returned to a client device for presentation to a user.
    Type: Grant
    Filed: November 28, 2017
    Date of Patent: August 30, 2022
    Assignee: INTUIT, INC.
    Inventors: Madelaine Daianu, Yao Morin, Ling Feng Wei, Chris Peters, Itai Jeczmien
  • Patent number: 11429845
    Abstract: Systems and methods for generating regressors based on data sparsity using a machine learning (ML) model are described. A system is configured to provide a plurality of time series datasets to a recurrent neural network (RNN) of a machine learning (ML) model. The RNN generates one or more outputs associated with one or more time series datasets, and the system provides a first portion and a second portion of the one or more outputs to a regressor layer and a classification layer of the ML model, respectively. The regressor layer generates one or more regressors for the one or more time series datasets, and the classification layer generates one or more classifications associated with the one or more regressors (with each indicating whether an associated regressor is valid). Whether a classification indicates a regressor is valid may be based on time series data sparsity.
    Type: Grant
    Filed: March 29, 2022
    Date of Patent: August 30, 2022
    Assignee: Intuit Inc.
    Inventors: Ivelin Georgiev Angelov, Yanting Cao, Seid Mohamadali Sadat, Avishek Kumar
  • Patent number: 11429881
    Abstract: Certain aspects of the present disclosure provide techniques for providing personalized groups of travel data for review through a user interface. Embodiments include receiving trip records associated with a user from an application running on a remote device, providing the trip records to a prediction model, and receiving a plurality of groups from the prediction model, each group of the plurality of groups comprising a subset of the trip records. Embodiments include providing each group of the plurality of groups to a personalization model, the personalization model having been trained based on user feedback to determine personalization scores for each group of the plurality of groups. Embodiments include receiving a personalization score for each group of the plurality of groups from the personalization model and transmitting one or more groups selected based on the personalization scores to the application to be displayed via the user interface.
    Type: Grant
    Filed: July 12, 2019
    Date of Patent: August 30, 2022
    Assignee: INTUIT, INC.
    Inventors: Grace Wu, Shashank Shashikant Rao, Susrutha Gongalla, Ngoc Nhung Ho
  • Publication number: 20220272124
    Abstract: Systems and methods for identifying solicitations of personally identifiable information (PII) are disclosed. An example method includes generating training data based on historical transcript data corresponding to solicitations of PII in historical support call transcripts, training a neural network, using the training data, to identify solicitations of PII in support call transcripts, and processing the trained neural network for deployment.
    Type: Application
    Filed: February 19, 2021
    Publication date: August 25, 2022
    Applicant: Intuit Inc.
    Inventors: Pawel Piotr Zawadzki, Lin Tao, Sara Julia Katarina Slama
  • Patent number: 11423314
    Abstract: A method for facilitating user support using multimodal information involves obtaining an interaction between a user and a support agent, generating a question embedding from the interaction, obtaining a clickstream associated with the interaction, and generating a clickstream embedding from the clickstream. The question embedding and the clickstream embedding form a shared latent space representation. The method further involves decoding a problem summary from the shared latent space representation and providing the problem summary to the support agent.
    Type: Grant
    Filed: October 30, 2019
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Igor A. Podgorny, Sparsh Gupta, Vitor R. Carvalho, Michael R. Cowgill
  • Patent number: 11425250
    Abstract: Systems and methods for call handling optimization of a call center are disclosed. A system is configured to: obtain a plurality of agent demand variables; obtain an indication of available agents that are associated with a plurality of skills; generate a multi-skill routing matrix depicting a routing problem from the agent demand variables and the available agents; deconstruct the multi-skill matrix into one or more band routing matrices; and identify, for each band routing matrix, a number of agents from the available agents to be used in solving the band routing matrix. Identifying the number of agents includes recursively simulating a plurality of possible routing solutions, measuring a quality metric for each simulation, and reducing the range of available agents based on the quality metric. The system may indicate the number of agents to be used for each routing sub-problem (which may be at the staff group level).
    Type: Grant
    Filed: December 6, 2021
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Joseph Brian Cessna, Yaxian Li, Linxia Liao, Kenneth Grant Yocum, Nicholas R. Johnson, Christiana Mei Hui Chen
  • Patent number: 11423411
    Abstract: Disclosed methods and systems improve search results by recency boosting customer support content for a customer self-help system associated with one or more financial management systems. The customer self-help system retrieves content relevance from a variety of sources, such as media outlets, taxation agencies and news feeds for the financial management system. The customer self-help system generates content relevance weights from the content relevance data, and applies the content relevance weights to customer support content maintained by the customer self-help system. In response to receiving a search query from a user, the customer self-help system provides relevant portions of customer support content that has been recency boosted (e.g., adjusted by the content relevance weights), to increase the likelihood that the customer support content provided to the user is relevant to the user's search query.
    Type: Grant
    Filed: December 31, 2019
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Igor A. Podgorny, Benjamin Indyk, Todd Frey Goodyear, Irene F. Ma
  • Patent number: 11423135
    Abstract: A method may include registering, with an offline job to be executed by a computer processor, an application programming interface (API) and an operation, obtaining, from a repository, a user consent of a user for the operation, and in response to obtaining the user consent, creating, for the user, an access token including the operation and the API. The user consent may be stored external to the access token. The method may further include transmitting the access token to the offline job, and calling, by the offline job, the API using the access token.
    Type: Grant
    Filed: July 31, 2019
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Yi Zhang, Thomas John Holodnik
  • Patent number: 11423055
    Abstract: A processor may filter data to generate a subset of the data less than an entire set of the data. The subset may include at least one string and at least one numeric value. The processor may match the at least one string and the at least one numeric value to one of a plurality of archetypes by applying a clustering algorithm. Each archetype may include a subset of archetype data less than an entire set of archetype data. The processor may compare the entire set of data to the entire set of archetype data to identify at least one difference between the entire set of data and the entire set of archetype data. The processor may apply at least one optimization to address the at least one difference.
    Type: Grant
    Filed: October 5, 2018
    Date of Patent: August 23, 2022
    Assignee: INTUIT INC.
    Inventors: Matthew Gerde, Deepankar Mohapatra, Ram Mohan Shamanna, Ronnie Douglas Douthit
  • Patent number: 11423250
    Abstract: Systems and methods for forecasting cashflows across one or more accounts of a user disclosed. One example method may include retrieving a data set for each of a plurality of accounts from a database, constructing a graph including a plurality of nodes linked together by a multitude of edges, wherein each node identifies a time series value corresponding to one of the accounts, and each edge indicates a time series value of a corresponding set of transactions occurring between a corresponding pair of accounts, determining a plurality of constraints, determining a specified loss function based on the plurality of constraints, back-propagating a derivative of the specified loss function into a deep neural network (DNN) to determine a set of neural network parameters, forecasting, using the DNN, a time sequence for one or more of the nodes and one or more of the edges, and providing the forecasted time sequences to the user.
    Type: Grant
    Filed: November 19, 2019
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Sambarta Dasgupta, Sricharan Kallur Palli Kumar, Shashank Shashikant Rao, Colin R. Dillard
  • Patent number: 11423442
    Abstract: A method and system provides a data management system that provides data management services and products to users. The method and system provides a predictive model that generates probability scores indicating the likelihood that current users of the data management system would select promotional messages if the promotional messages are presented to the current users.
    Type: Grant
    Filed: January 29, 2021
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventor: Eric Becker
  • Patent number: 11423066
    Abstract: Dialog systems, such as chatbots, enable a user to query for information of a data management system. However, a user's query may be ambiguous resulting in a reply of too much information that is incomprehensible to a user. Clarifying questions are posed to a user to remove ambiguity from a user's query, and based on a user's answers, the volume of replying information is reduced to an amount that a user can comprehend. Clarifying questions are efficiently sequenced to reduce the ambiguity of a user's query, such that the number of clarifying questions does not result in a user abandoning the user's query.
    Type: Grant
    Filed: September 12, 2019
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Hrishikesh V. Ganu, Viswa Datha P.
  • Patent number: 11422880
    Abstract: Certain aspects of the present disclosure provide techniques for determining crash similarity based on stack traces and user actions associated with a crash event and handling crash events based on the determined crash similarity. An example method generally includes receiving a crash report for a crash event recorded during execution of a software application. A similarity score is generated between the received crash report and one or more historical crash reports associated with historical crash events recorded during execution of the software application. A target set of historical crash reports is selected based on the generated similarity scores for each respective historical crash report. The target set of historical crash reports generally includes crash reports having generated similarity scores exceeding a threshold similarity score. One or more actions are taken to process the received crash report based on the target set of historical crash reports.
    Type: Grant
    Filed: April 30, 2021
    Date of Patent: August 23, 2022
    Assignee: INTUIT INC.
    Inventors: Sudhindra A, Sri Aurobindo Munagala
  • Patent number: 11423900
    Abstract: Systems and methods for automatically identifying problem-relevant sentences in a transcript are disclosed. In an example method, a transcript may be received of a first support call. A region of the first support call transcript may be identified, and first customer utterances may be detected in the region using a trained classification model. A trained regression model may estimate a relevancy to the problem statement of each of the first customer utterances, and one or more most problem-relevant statements may be selected from the first customer utterances, based on the estimated relevancies.
    Type: Grant
    Filed: March 31, 2020
    Date of Patent: August 23, 2022
    Assignee: Intuit Inc.
    Inventors: Noa Haas, Alexander Zicharevich, Oren Sar Shalom, Adi Shalev
  • Patent number: D960924
    Type: Grant
    Filed: May 6, 2019
    Date of Patent: August 16, 2022
    Assignee: Intuit Inc.
    Inventors: Sam Christopher Nordstrom, Suzanne O'Kelly Richards, Michael Wing Tak Cheung, Kurtis Aaron Derry, Kwasi Twum-Acheampong