Patents Assigned to Intuit
  • Publication number: 20170220681
    Abstract: An automated extensible scraping script is generated for web scraping that is extensible to a plurality of domains. Web sites are classified based on common extracted domain data, further clustering the data based on common navigation structures, and using such commonalities to automate the generation of scraping code based on predefined and reusable code snippets for specific parts of the web sites. Scraping services include a mapper module and a script generator module. Building blocks include a data model updater, a navigation model generator and a navigation model matcher. An administrative module includes domain clustering and configuration file maintenance.
    Type: Application
    Filed: March 30, 2016
    Publication date: August 3, 2017
    Applicant: Intuit Inc.
    Inventors: Soumendra Daas, Nanjangud C. Narendra, Sekar Udayamurthy
  • Patent number: 9722982
    Abstract: The disclosed embodiments provide a system that facilitates business interaction. During operation, the system identifies a non-registered entity associated with an interaction within a commerce network. Next, the system enables, for the non-registered entity, access to an artifact associated with the interaction without requiring authentication of the non-registered entity.
    Type: Grant
    Filed: June 6, 2013
    Date of Patent: August 1, 2017
    Assignee: INTUIT INC.
    Inventor: Calum G. Murray
  • Patent number: 9721177
    Abstract: During an information-extraction technique, visual suitability indicators may be displayed to a user of the electronic device to assist the user in acquiring an image of a document that is suitable for subsequent extraction of textual information. For example, an imaging application executed by the electronic device may display, in a window associated with the imaging application, a visual suitability indicator of a tilt orientation of the electronic device relative to a plane of the document. When the tilt orientation falls within a predefined range, the electronic device may modify the visual suitability indicators to provide visual feedback to the user. Then, the electronic device may acquire the image of the document using an imaging device, which is integrated into the electronic device. Next, the electronic device may extract the textual information from the image of the document using optical character recognition.
    Type: Grant
    Filed: January 25, 2016
    Date of Patent: August 1, 2017
    Assignee: INTUIT INC.
    Inventors: Sammy Lee, Grace Pariante, Eugene Krivopaltsev, Sreeneel K. Maddika, Bobby G. Bray, Jr., Andrew B. Firstenberger
  • Patent number: 9710829
    Abstract: Disclosed are methods, systems, and articles of manufactures for analyzing user generated content items in social media networks with trained intelligent systems to create or enhance direct marketing opportunities. The method or the system monitors user generated content items in social media networks and identifies a relevant user generated content item that may be materialized into a direct marketing opportunity. The method or system further performs language processing on the relevant user generated content item and uses the processing results to prepare a response which is subsequently transmitted to the user to materialize the direct marketing opportunity. The method or system uses various intelligent logic processes or modules that may be further enhanced by machine learning techniques with human expert reviews and intervention to improve their respective accuracy, reliability, or confidence level.
    Type: Grant
    Filed: June 19, 2013
    Date of Patent: July 18, 2017
    Assignee: INTUIT INC.
    Inventors: Ojas R. Sitapara, Anqi Chen, Daniel Edward Reeves, Ravindra Bindumadhav Kulkarni, Preetam Kumar Ojha
  • Patent number: 9710436
    Abstract: A method including receiving a website text item of the website, where the website text item is categorized by a text category and a website element category, identifying, multiple text items of multiple websites relating to multiple businesses in an industry, searching the multiple text items using the website element category to identify multiple comparable text items, parsing the website text item to generate multiple keywords, searching the multiple comparable text items using the multiple keywords to identify a comparable text item, where the comparable text item includes a conversion rate corresponding to a percentage of transactions completed by multiple website visitors accessing the comparable text item, identifying, a modified conversion text item from the multiple comparable text items, where the modified conversion text item has a modified conversion rate that exceeds the conversion rate, generating, a conversion improved website including the modified conversion text item.
    Type: Grant
    Filed: December 20, 2013
    Date of Patent: July 18, 2017
    Assignee: Intuit Inc.
    Inventors: Nagaraju Bandaru, Nirmala Ranganathan, Nivethitha Kumar
  • Patent number: 9710657
    Abstract: A computer-implemented method for securely receiving user data includes a computer associating a marker with a sensitive data field in a form. The method also includes the computer using the marker to facilitate secure entry of user data corresponding to the sensitive data field. The method further includes the computer entering the user data in the sensitive data field in the form. The marker is configured to refer to the sensitive data field without revealing additional information regarding the sensitive data field.
    Type: Grant
    Filed: June 27, 2014
    Date of Patent: July 18, 2017
    Assignee: INTUIT INC.
    Inventors: Samir R. Kakkar, Sunil Madhani, Anu Sreepathy, Mithun U. Shenoy
  • Patent number: 9712678
    Abstract: Controlling access to customer data. A customer service agent is provided with indirect access to customer data through an intermediate computer such that it is not necessary for the customer service agent to ask questions about the received customer data or receive such data from the customer directly. Secure data access can be used to validate customers and streamline customer interaction and discussions with customer service agents since many questions a customer service agent may ask a customer directly during a discussion are already answered and known to the customer service agent before the customer speaks with the customer service agent. The customer can select which merchants receive customer data, and customer data can be entered manually or acquired by processing images of customer documents or cards such as personal identification or account cards containing information to be used during customer service discussions.
    Type: Grant
    Filed: August 8, 2016
    Date of Patent: July 18, 2017
    Assignee: INTUIT INC.
    Inventors: Alan de Robert d'Escragnolle, Marko S. Rukonic, Eugene Krivopaltsev
  • Publication number: 20170199859
    Abstract: A method for organizing an application workflow for users that may transmit, to a user device, a first content for a first field of multiple fields. The method may receive, in response to transmitting the first content and from the user device, user data for the first field. The method may obtain a dynamic set of fields selected from the fields, where a portion of the fields are excluded from the dynamic set of fields based on the user data. The method may select, according to a priority of the fields, a second field from the dynamic set of fields. The method may transmit, to the user device, a second content for the second field.
    Type: Application
    Filed: March 24, 2017
    Publication date: July 13, 2017
    Applicant: Intuit Inc.
    Inventors: Matthew Sivertson, Gang Wang, Kevin McCluskey, Vinay Kumar, Jay JieBing Yu
  • Publication number: 20170200087
    Abstract: A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options, from a variety of different user experience options, to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying user characteristics data to an analytics model, according to one embodiment. The characteristics of the analytics model are adjusted and/or tuned to control/reduce uncertainty in identifying effective user experience options, according to one embodiment. The method and system analyzes user responses to the user experience options to update the analytics model, and to dynamically adapt the personalization of the user experience options, at least partially based on feedback from users, according to one embodiment.
    Type: Application
    Filed: January 8, 2016
    Publication date: July 13, 2017
    Applicant: Intuit Inc.
    Inventors: Massimo Mascaro, Joseph Cessna, Peter Ouyang
  • Publication number: 20170186097
    Abstract: A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options, from a variety of different user experience options, to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying user characteristics data to an analytics model, according to one embodiment. The user characteristics data include time data, e.g., when a user interacts with a software system, according to one embodiment. The method and system applies one or more time filters to data samples to train the analytics model, and the method and system analyzes user responses to the user experience options to update the analytics model, and to dynamically adapt the personalization of the user experience options, at least partially based on feedback from users, according to one embodiment.
    Type: Application
    Filed: December 28, 2015
    Publication date: June 29, 2017
    Applicant: Intuit Inc.
    Inventors: Massimo Mascaro, Joseph Cessna, Peter Ouyang
  • Publication number: 20170178199
    Abstract: A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective marketing experience options, from a variety of different marketing experience options, to some users while concurrently testing user responses to other marketing experience options, according to one embodiment. The method and system selects the marketing experience options by applying user characteristics data to an analytics model, according to one embodiment. The method and system analyzes user responses to the marketing experience options to update the analytics model, and to dynamically adapt the personalization of the marketing experience options, at least partially based on feedback from users, according to one embodiment.
    Type: Application
    Filed: December 22, 2015
    Publication date: June 22, 2017
    Applicant: Intuit Inc.
    Inventors: Joseph Cessna, Massimo Mascaro, Peter Ouyang
  • Publication number: 20170178249
    Abstract: A method and system provides facilitating identification of fraudulent tax filing patterns. The method and system include receiving historical tax return data and generating a visual representation of the relationships in the tax return data.
    Type: Application
    Filed: December 18, 2015
    Publication date: June 22, 2017
    Applicant: Intuit Inc.
    Inventors: Thomas M. Pigoski, II, Theresa Dayog, Vivian H. Gerritsen
  • Patent number: 9684791
    Abstract: A secure secrets proxy is instantiated in a first computing environment and includes secure secrets proxy authentication data for identifying itself to a secrets distribution management system in a second computing environment as a trusted virtual asset to receive and cache secrets data in a secure secrets cache outside the second computing environment. A virtual asset requests one or more secrets, triggering a process to authenticate the requesting virtual asset, gathering authorized secrets data representing secrets the virtual asset is allowed to have. The secure secrets proxy is provided data representing the requested secrets and stores that secrets data in the secure secrets cache of the proxy.
    Type: Grant
    Filed: April 20, 2016
    Date of Patent: June 20, 2017
    Assignee: Intuit Inc.
    Inventors: Luis Felipe Cabrera, M. Shannon Lietz, James Armitage, Oleg Gryb, Elangovan Shanmugam, Sabu Kuruvila Philip, Brett Weaver, Thomas Bishop, Troy Otillio, Jinglei Whitehouse, Jeffrey M. Wolfe, Ankur Jain
  • Patent number: 9686301
    Abstract: An analysis trigger monitoring system is provided in one or more virtual assets. One or more analysis trigger parameters, including security threat patterns, are defined and analysis trigger data is generated. The one or more analysis trigger monitoring systems are used to monitor at least a portion of the message traffic sent to, or sent from, the one or more virtual assets to detect any message including one or more of the one or more analysis trigger parameters. Any detected message is identified as a potential security threat and is assigned a threat score, which is provided to the virtual asset. A copy of at least a portion of any detected message including one or more of the one or more analysis trigger parameters is then transferred to one or more analysis systems for further analysis using a second communication channel.
    Type: Grant
    Filed: March 11, 2016
    Date of Patent: June 20, 2017
    Assignee: Intuit Inc.
    Inventors: M. Shannon Lietz, Luis Felipe Cabrera
  • Patent number: 9678936
    Abstract: A method for organizing an application workflow for users that may transmit, to a user device, a first content for a first field of multiple fields. The method may receive, in response to transmitting the first content and from the user device, user data for the first field. The method may obtain a dynamic set of fields selected from the fields, where a portion of the fields are excluded from the dynamic set of fields based on the user data. The method may select, according to a priority of the fields, a second field from the dynamic set of fields. The method may transmit, to the user device, a second content for the second field.
    Type: Grant
    Filed: November 26, 2014
    Date of Patent: June 13, 2017
    Assignee: Intuit Inc.
    Inventors: Matthew Sivertson, Gang Wang, Kevin McCluskey, Vinay Kumar, Jay JieBing Yu
  • Patent number: 9665889
    Abstract: Systems, methods and articles of manufacture for delivering website content to an internet user which is personalized to the user based on a persona associated with the user. A persona database system accesses personal and financial data for the user from any suitable source, such as from a tax return of the user or personal finance management application or even a questionnaire. The persona database system matches the user's data to a persona for the user from a predetermined, discrete set of personas, wherein each persona identifies a generalized profile of personal and financial characteristics of the user. Then, when a user access a website hosted by a website server, the website server accesses the persona for the user from the persona database system and the website server personalizes the website content delivered to the user based on the persona for the user.
    Type: Grant
    Filed: December 10, 2015
    Date of Patent: May 30, 2017
    Assignee: INTUIT INC.
    Inventors: Carolyn Spencer, Avanish Pathak, Vijoy Caro, Aliza D. Carpio, Alan Tifford, Ashley K. McMahon, Lisa B. Greene-Lewis
  • Patent number: 9660947
    Abstract: One embodiment of the present invention provides a system that facilitates filtering undesirable content based on anti-tags. During operation, the system receives items of content. Next, the system receives an anti-tag, wherein an anti-tag describes content that a user has elected not to receive. The system then analyzes the items of content to identify one-or-more undesirable items of content that satisfy the anti-tag. Next, the system filters the one-or-more undesirable items of content from the items of content. Finally, the system presents the filtered items of content to the user.
    Type: Grant
    Filed: July 27, 2012
    Date of Patent: May 23, 2017
    Assignee: INTUIT INC.
    Inventor: Matt Eric Hart
  • Patent number: 9659306
    Abstract: Marketing program data associated with a social group-based marketing program offered by a merchant is obtained. Access to social group identification data identifying two or more socially connected consumers and their respective financial data is obtained and analyzed to identify two or more spending and socially connected consumers. Two or more marketing program eligible spending and socially connected consumers who meet defined marketing program eligibility criteria are then identified and registered with the marketing program. Spending data associated with the registered spending and socially connected consumers is then monitored and when the spending data associated with the registered spending and socially connected consumers indicates the marketing program requirements of the social group-based marketing program have been met, the registered spending and socially connected consumers are provided the benefits of the social group-based marketing program.
    Type: Grant
    Filed: September 20, 2013
    Date of Patent: May 23, 2017
    Assignee: Intuit Inc.
    Inventors: Talia Shereen Nour-Omid, Siffat Hingorani, Tony Chang, Brendan D. McDonald
  • Patent number: 9648171
    Abstract: An application infers emotional states of support agents from facial recognition data collected from support calls processed by the support agents. The application determines an outcome of each of the support calls based on feedback indicating user experience with the support agents. The application correlates outcomes of the support calls based on different topics with the emotional states. Upon receiving a request to initiate a support call, the application predicts, from the correlation, an emotional state that increases a likelihood of achieving a specified outcome for the support call based on a topic identified in the request. The application identifies an available support agent having the predicted emotional state, and assigns the identified support agent to interact with the user for the support call.
    Type: Grant
    Filed: May 23, 2016
    Date of Patent: May 9, 2017
    Assignee: INTUIT INC.
    Inventors: Amir Eftekhari, Aliza Carpio, Joseph Elwell, Damien O'Malley
  • Patent number: 9646287
    Abstract: A method to generate a sample paycheck includes receiving, by a computer processor and from a user, a reduced portion of employee setup data prior to receiving a remainder portion of the employee setup data, where the reduced portion of employee setup data comprises at least partial employee payroll information, inputting the reduced portion of employee setup data into a payroll software application, dynamically generating, by the computer processor and prior to receiving the remainder portion, the sample paycheck based on the reduced portion, presenting the sample paycheck to the user, where the sample paycheck is dynamically generated and presented as the reduced portion of employee setup data is inputted, and receiving, in response to presenting the sample paycheck to the user, the remainder portion for use by the payroll software application during generation of a legal paycheck for the user.
    Type: Grant
    Filed: June 8, 2012
    Date of Patent: May 9, 2017
    Assignee: Intuit Inc.
    Inventors: Eric E. Shenk, Mindy Ann Eiermann