Abstract: Abandonment indicator data is used to customize the user experience of an interactive software system, by monitoring and obtaining data about whether a user is at risk of abandoning the interactive software system. The resulting abandonment indicator data is analyzed and used to dynamically modify the user's experience by selecting user experience components based on the analysis of the user's abandonment indicator data. In this way, different types of user experience components can be utilized to provide the user with an individualized user experience that is customized to the user. Different types of user experience components can be utilized to adjust the user experience to adapt to the individual user.
Type:
Grant
Filed:
March 31, 2015
Date of Patent:
October 10, 2017
Assignee:
Intuit Inc.
Inventors:
Wolfgang Paulus, Luis Felipe Cabrera, Mike Graves
Abstract: Methods, systems, and articles of manufacture for implementing user access to remote resources residing on an external domain. Various implementations include authenticating and authorizing a user on a first system and receiving user request to access remote resources. The first system invokes processes or modules to initiate a new session to perform auto logon on behalf of the user on a second system by using stored user's credentials and subdomain delegation techniques without user intervention. The second system authenticates and authorizes this new session to allow user access to remote resources residing thereupon. The first system further prepares the user's system to take over the new session by setting cookie(s) and also by redirecting the URL so the user may continue to use the new session to access the desired remote resources residing on the second system.
Abstract: Sending electronic messages related to a tax return from a mobile communication device of an accountant or client. Computers having tax preparation programs that are utilized prepare tax returns are synchronized with a host computer. A browser executes on a mobile communication device and a web application on the second computer executes to display a client list. A client is selected, and the web application presents an interface including tax return data of the selected client on the mobile communication device. The interface includes an icon or object that when selected generates a message window that may be at least partially automatically populated. A message may be typed in the window and sent from the mobile communication device. For example, the accountant may send a self-addressed message to a computer utilized to prepare the tax return, or the client may send the accountant a message.
Type:
Grant
Filed:
November 11, 2013
Date of Patent:
October 10, 2017
Assignee:
INTUIT INC.
Inventors:
Phillip J. Ohme, Brett A. Hellman, Dante Cassanego, Kathy A. Kirkendall
Abstract: A system and method allows users to provide portions of scripts or scripts for retrieval of information from one or more web sites of one or more businesses by demonstrating operation of the one or more web sites and identifying locations of one or more fields on each web page of the one or more web sites, and the system and method stores the scripts and uses the scripts to retrieve information from such web site or web sites for any number of users. Different portions of different scripts may be used as a single script to retrieve information from a single web site. Scripts or portions of scripts may be repaired using information from previously working scripts or portions, the web site when the script or portion worked, and the web site when the script or portion did not work.
Abstract: A spending analysis display is provided that includes a spending analysis number associated with a defined Uber financial transaction category and that indicates to a user an average spending amount for the current time period category, such as a weekday or a weekend day, during a defined comparison timeframe, such as the last 30 days. The spending analysis number calculated and displayed varies according to the current time, and the determined time period category of the current time. Consequently, as one example, the spending analysis number calculated and displayed for a weekday, or work day, is likely different than the spending analysis number calculated and displayed on a weekend day, or non-work day.
Type:
Grant
Filed:
April 29, 2015
Date of Patent:
September 26, 2017
Assignee:
Intuit Inc.
Inventors:
Jessie Haffey, Thinh Lam, Lin Jiang, Ann Yeh, Robin E. Florentine, Vince Maniago
Abstract: Methods, systems, and articles of manufacture for analyzing behavior of Internet forum participants. Various embodiments comprise receiving or retrieving information or data of a particular post of interest and other information or data relating to the first post or the Internet forum; analyzing the data or information received or retrieved to determine the behavior of the user who initiated or created the post; determining whether the particular post is of interest; and determining user behavior patterns. Some embodiments may also comprise determining or identifying one or more actions for the behavior of the user or determining or predicting likely effects of the particular post on the Internet forum. In some embodiments, the method or the system presents a report or recommendation to a moderation team for review, approval, or decision.
Type:
Grant
Filed:
December 1, 2014
Date of Patent:
September 19, 2017
Assignee:
INTUIT INC.
Inventors:
David J. Snow, Bennett R. Blank, Michelle D. McAlister
Abstract: A method for automated software testing may include mapping test cases to lines in files in a codebase. Each test case covers one or more lines in one or more files and has corresponding test results. The method may further include obtaining a change list including one or more changes. Each change specifies a changed line in a changed file. The method may further include determining impacted test cases, based on the mapping and the change list, prioritizing the impacted test cases based, in part, on test results corresponding to each impacted test case, executing, based on the prioritization, one or more impacted test cases to obtain executed test cases, and obtaining, for each executed test case, new test results.
Type:
Application
Filed:
April 28, 2016
Publication date:
September 14, 2017
Applicant:
Intuit Inc.
Inventors:
Sachin Francis, Divya Gupta, Ayush Datta, Vijay Thomas
Abstract: Computer-implemented methods, system and computer program products for determining questions or potential questions to present to a user of a tax preparation application based at least in part upon analysis of pre-determined semantic dependencies of interview questions. Questions that are determined to be independent or free of semantic dependency can be selected as questions to be presented to the user or questions that are the subject of non-binding suggestions generated by a rule module and provided to an interface controller, which processes the non-binding suggestions.
Type:
Grant
Filed:
March 12, 2014
Date of Patent:
September 12, 2017
Assignee:
INTUIT INC.
Inventors:
Gang Wang, Kevin M. McCluskey, Mudit Goel, Suzette Tritt
Abstract: The present disclosure relates to accessing data using dynamically generated application programming interface (API) calls. According to one embodiment, a method generally includes receiving, at a computing system, a data request from a client device. The data request generally identifies a navigable path through a graph projection of the API. The computing system generates an API call to process the data request. To generate the API call for each node in the navigable path, the computing system, identifies a node in the graph projection to access data from and generates a subquery to access data from the node using one or more parameters included in the data request and defined in a schema associated with the node. The computing system executes the one or more subqueries to obtain a result and returns the result of executing the subqueries as a result of the API call.
Abstract: A method and apparatus for displaying relative spending pattern data includes a process for displaying relative spending pattern data and/or an application for displaying relative spending pattern reports whereby, data representing various financial transactions is obtained and categorized by a computing system implemented financial management system. The financial transaction data is then stored. A user is then provided with a user interface including a capability to activate a selected item in order to generate a relative spending pattern data report for the selected item. Once an item is selected and/or activated, relative spending pattern report parameters are automatically selected based on historical transaction data and/or input by customers/users. A relative spending pattern report is then prepared using data from the computing system implemented financial management system and the relative spending pattern report parameters provided.
Abstract: A method and system provides access control encryption for a file system. A resource management module manages access to data on a storage container and hosts a virtual file system including files representing the data on the storage container. An access control and encryption module encrypts each of the files with a respective file encryption key. The access control module generates a plurality of application containers each associated with a respective user and that include respective lists of files that the respective user is authorized to access. The access control and encryption module generates decrypts the files and allows access to files based on the lists of files in the application containers.
Type:
Application
Filed:
February 26, 2016
Publication date:
August 31, 2017
Applicant:
Intuit Inc.
Inventors:
Yaron Levy, Yaron Sheffer, Eugene Golovinsky, Luis Felipe Cabrera
Abstract: Techniques for purchasing products from a retail establishment using a mobile device allow a user to transact a purchase of physical products within a retail establishment site, without need for significant interaction with personnel of the retail establishment to transact the purchase. The user may install a software application on the mobile device to communicate with a purchase facilitating server. An image acquisition component of the mobile device may be used to obtain an image of indicia, such as a bar code, on a product to be purchased within the retail establishment. Image recognition may be performed on the indicia to identify the product to be purchased, the user may submit payment information via the mobile device, and the purchase facilitating server may transact the user's purchase of the product. The purchase facilitating server may transmit a purchase confirmation to the mobile device as a receipt of the user's purchase.
Type:
Grant
Filed:
December 13, 2010
Date of Patent:
August 29, 2017
Assignee:
Intuit Inc.
Inventors:
Andrew Paradise, Dan Richard Preston, Jose H. Mercado, Jr.
Abstract: In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and displaying, to the FP by the mobile device, the first financial data item.
Type:
Grant
Filed:
August 31, 2012
Date of Patent:
August 29, 2017
Assignee:
Intuit Inc.
Inventors:
Bryan Kyle Tublin, Jeffrey M. Wolfe, Eddie James Lucero, Phillip J. Ohme, Fielding B. Wilson, Robert Milo Keathley
Abstract: A method and system for automating threat model generation and pattern identification for an application includes identifying components of an application, and receiving security information that identifies whether security measures were implemented within the application to secure the application against security threats. The method further receives an identification of external events, and receiving first patterns from one or more first virtual assets. A database is populated with the first patterns and the external events and then second patterns are received and compared to the first patterns. The method and system include distributing the identification of the one of the external events to the one or more second virtual assets, if the second patterns are similar to the first patterns, according to one embodiment.
Type:
Grant
Filed:
March 31, 2016
Date of Patent:
August 22, 2017
Assignee:
Intuit Inc.
Inventors:
Luis Felipe Cabrera, M. Shannon Lietz, Javier Godinez
Abstract: A system and method for managing website scripts includes operations which provide for selection and automatic management of community contributed website scripts in order to provide efficient operation for consumer users and computing systems providing services on their behalf. Periodically, at least once during each refresh period, one or more website scripts are selected to be automatically performed on a biller website, based on a predetermined priority, and if the selected script performs successfully for a given user account, no further script operations are required to be performed on the same website for that particular user account, during that same refresh period. A system and method for managing website scripts further includes decommissioning operations which provide for automatic decommissioning of community contributed website scripts that are functioning below a predetermined minimum performance threshold level.
Abstract: A trigger event monitoring system is provided in one or more virtual assets. One or more trigger parameters, including security threat patterns, are defined and trigger data is generated. The one or more trigger monitoring systems are used to monitor extrusion and intrusion capabilities and self-monitored trigger events that may harm or otherwise leave a virtual asset in a vulnerable state. In one embodiment, trigger events and monitoring of at least a portion of message traffic sent to, or sent from, the one or more virtual assets are initiated and/or performed to detect any message including one or more of the one or more of the trigger parameters. Any message meeting the one or more trigger parameters is identified as a potential security threat and is assigned a threat score, which is provided to the virtual asset. Various corrective actions may take place.
Abstract: Mechanisms for natively rendering and optimizing Internet contents on different displays of mobile communication devices receive screen description for a webpage from a server supporting a Web server hosting a software application and prepare and transmit an inquiry to multiple painters to inquire whether these painters have native capability and functionality to paint a single screen for optimal viewing experiences on displays of mobile communication devices having different sizes or resolutions. A receiving painter includes its own decision mechanism to respond to the inquiry either affirmatively or negatively. A painter is selected from one or more painters receiving the inquiry and responding affirmatively. When no receiving painters respond affirmatively to the inquiry, a web view screen painter is selected to paint the screen on a mobile communication device display in a way that the screen resembles or appears exactly like the webpage when displayed on a computer display.
Abstract: Computerized methods, systems and computer program products for determining how an identity of a consumer can be verified during a transaction involving the consumer and a merchant. Embodiments access and analyze data of an account the consumer has with an online social network to derive a challenge question response options. The social-network based challenge question and response options are presented to the consumer, and the consumer's selection of certain response options is used to confirm that the consumer is the person named on a credit card or other payment instrument or that other identification or verification information should be requested by the merchant before completing the transaction.
Abstract: Location-based notification to a user before the user engages in a transaction at a location. Embodiments determine a location of a store at which the user is in or near by using positioning data received at a mobile communication device and determines a potential transaction amount for the user at the store and generates budget data based at least in part on a budget goal identified from a local memory of the mobile communication device or received from a remotely hosted financial management system. Budget data is presented to the user, e.g., in the form of a message, notification, or warning on the mobile communication device to inform the user about budget items relevant to a merchant at that location. The user may choose to initiate or complete a transaction at the location with or without involving the financial management system.