Patents Assigned to Intuit
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Publication number: 20160125551Abstract: A method for sharing templates for use with a financial management application (FMA) includes receiving, from each of multiple financial professionals, a company profile including a chart of accounts for a business operating within a commercial industry and at a geographic location, generating profile templates including, for each profile, a template including the commercial industry, the geographic location, and a redacted chart of accounts of the profile, receiving, from each of the financial professionals, a request to publicly share the template corresponding to the profile, receiving, from a small business representative, a profile creation request specifying a first commercial industry and a first geographic location, identifying a first template, and providing, in response to the profile creation request, the first template to the representative, where the representative uses the first template to create a first profile for the business.Type: ApplicationFiled: October 30, 2014Publication date: May 5, 2016Applicant: Intuit Inc.Inventors: Jayanth Saimani, Sanyam Agrawal, Taylor Cody Candee, Sushma Padmanabhan, Ravi Krishna Pudi, Deepa Chandra Bachu, Ajit Roy, Sumanta Das
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Publication number: 20160124604Abstract: Display elements are displayed in a corresponding display region of a multi-display element interface display with continuously connected data display elements so that each display element is shown as connected to at least one other display element in a continuous manner. A user is provided the capability to make contact with two or more continuously connected data display regions of the display regions in the multi-display element interface display with continuously connected data display elements through a single continuous contact with multi-display element interface display on the display screen of the computing system. For each display region contacted by the user's single continuous contact with the display screen, the display element corresponding to the contacted display region is transformed into a selected display element.Type: ApplicationFiled: October 31, 2014Publication date: May 5, 2016Applicant: Intuit Inc.Inventors: Phillip J. Ohme, Safia Ata Ali, Heather Daggett
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Patent number: 9330415Abstract: A method for saving money through payroll withholding, including: obtaining, for a tax year, a projected tax liability of an employee and a target savings amount selected by the employee; identifying, for the tax year, multiple pay periods for the employee; calculating multiple of tax withholding amounts for the multiple pay periods based on the projected tax liability; calculating multiple savings withholding amounts for the multiple pay periods based on the target savings amount; withholding the multiple tax withholding amounts and the multiple savings withholding amounts from multiple paychecks of the employee corresponding to the multiple pay periods; sending the multiple tax withholding amounts to a tax authority for paying the projected tax liability; and disbursing the target savings amount from a financial account funded by the multiple savings withholding amounts.Type: GrantFiled: October 28, 2010Date of Patent: May 3, 2016Assignee: Intuit Inc.Inventors: Wendy Ann Castleman, Christopher L. Battles, Ryan Michael Steckler, Christopher Stephen Riche, Kelly Rohrbach, John R. Caldwell
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Method and system for providing a payroll preparation platform with user contribution-based plug-ins
Patent number: 9330402Abstract: Customizations and regional optimizations made to a payroll preparation and management system by one or more contributing users are transformed into payroll optimization plug-ins. The payroll optimization plug-ins are then aggregated into payroll optimization plug-in sets that, when implemented, optimize the payroll configurations used by the payroll preparation and management system for a given region and/or type of business within the region. The payroll optimization plug-in sets for a given region and/or activity are then requested and/or selected by other individuals using the payroll preparation and management system and imported to the requestor's implementation of the payroll preparation and management system to optimize the requestor's implementation of the payroll preparation and management system for the requested region, and/or type of business within the requested region.Type: GrantFiled: November 2, 2012Date of Patent: May 3, 2016Assignee: Intuit Inc.Inventors: Mohan Naik, Gorman Ho, Danilo Bangit, Jr., Brad Sinclair -
Patent number: 9330263Abstract: A method and system for automating threat model generation for an application includes identifying components of an application, receiving security information that identifies whether security measures were implemented within the application to secure the application against security threats, determining whether the security measures sufficiently address security risks associated with the security threats, and providing a threat model that includes a report that identifies components of the application that have been sufficiently (or insufficiently) secured from the security threats, according to one embodiment. In one embodiment, determining whether the security measures sufficiently address the security risks can include transmitting first queries, receiving responses to the first queries, and transmitting subsequent queries based at least in part on the responses to the first queries.Type: GrantFiled: May 27, 2014Date of Patent: May 3, 2016Assignee: Intuit Inc.Inventors: Luis Felipe Cabrera, M. Shannon Lietz, Javier Godinez
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Publication number: 20160117647Abstract: A method to send a payment to satisfy an obligation. The method includes receiving, by a payment service, a target time request to complete the payment, wherein the target time request comprises a first target time for completing at least a first portion of the payment, comparing, in response to receiving the target time request, a current time and the first target time to determine a first available payment processing time, selecting a first electronic funds transfer (EFT) network from a plurality of EFT networks based on matching the first available payment processing time to a first estimated payment processing time of the first EFT network, and initiating, in response to selecting the first EFT network, processing of the first portion of the payment using the first EFT network.Type: ApplicationFiled: October 28, 2014Publication date: April 28, 2016Applicant: Intuit Inc.Inventors: Amit Dhingra, Billy Yuen
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Patent number: 9325726Abstract: An analysis trigger monitoring system is provided in one or more virtual assets. One or more analysis trigger parameters are defined and analysis trigger data is generated. The 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. 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: GrantFiled: February 3, 2014Date of Patent: April 26, 2016Assignee: Intuit Inc.Inventors: M. Shannon Lietz, Luis Felipe Cabrera
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Patent number: 9323926Abstract: A hypervisor includes an analysis trigger monitoring system. One or more analysis trigger parameters are defined and analysis trigger data representing the analysis trigger parameters is generated. The analysis trigger data is then provided to the analysis trigger monitoring system and the analysis trigger monitoring system is used to monitor at least a portion of the message traffic sent to, and/or sent from, a virtual asset controlled by the hypervisor to detect any message including one or more of the one or more analysis trigger parameters. 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.Type: GrantFiled: December 30, 2013Date of Patent: April 26, 2016Assignee: Intuit Inc.Inventors: Luis Felipe Cabrera, M. Shannon Lietz
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Publication number: 20160112457Abstract: One or more relevant scanners used to identify asset vulnerabilities are identified, obtained, and logically arranged for deployment on an asset in accordance with a vulnerability management policy and a scanner deployment policy such that the relevant scanners are deployed at, or before, a determined ideal time to minimize the resources necessary to correct the vulnerabilities, if found. The relevant scanners are then automatically deployed in accordance with the scanner deployment policy and, if a vulnerability is identified, one or more associated remedies or remedy procedures are applied to the asset. At least one of the one or more relevant scanners are then re-deployed on the asset to determine if the identified vulnerability has been corrected and, if the vulnerability is not corrected at, or before, a defined time, protective measures are automatically taken.Type: ApplicationFiled: December 15, 2015Publication date: April 21, 2016Applicant: Intuit Inc.Inventors: M. Shannon Lietz, Luis Felipe Cabrera, Barry J. Nisly, Ted R. Neher, III, Javier Godinez, Ankur Jain
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Publication number: 20160112447Abstract: Instructions for monitoring and detecting one or more trigger events in assets used to implement an application are generated. Instructions for implementing at least one responsive action associated with each of the one or more trigger events is generated. At least part of instructions for monitoring and detecting the one or more trigger events is provided to an asset used to implement the application. The at least part of the instructions for monitoring and detecting the one or more trigger events are used by the asset to detect a trigger event. The instructions for implementing the at least one responsive action associated with each of the one or more trigger events is then used to automatically implement the at least one responsive action associated with the detected trigger event.Type: ApplicationFiled: December 31, 2015Publication date: April 21, 2016Applicant: Intuit Inc.Inventors: M. Shannon Lietz, Luis Felipe Cabrera
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Patent number: 9319374Abstract: A method for using a bookmark to access content from a global textsite platform (GTP). The method includes obtaining a bookmark creating text message, wherein the bookmark creating text message is based on a text messaging service (TMS) and sent by a user to create the bookmark, extracting, by a computer processor from the bookmark creating text message and based on a pre-determined syntax, a user ID representing the user, a first bookmark ID representing the bookmark, and a first registered unique keyword used to access a first textsite from the GTP based on the TMS, and storing, as a bookmark entry in a bookmark list of the GTP, the user ID, the first bookmark ID, and the first registered unique keyword, wherein the first bookmark ID is used by the user to access the first textsite from the GTP.Type: GrantFiled: September 12, 2013Date of Patent: April 19, 2016Assignee: Intuit Inc.Inventor: Aritra Ghosh Dastidar
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Patent number: 9319415Abstract: Reference architecture pattern role data representing reference architecture pattern roles to be associated with entities taking part in the development, and/or deployment, and/or operation of an application is generated. Reference architecture pattern tier data representing reference architecture pattern tiers used to create, and/or deploy, and/or operate an application using the reference architecture pattern is generated. For each reference architecture pattern role at least one access and/or operational permission is associated with each reference architecture pattern tier. At least one entity is assigned one of the reference architecture pattern roles and for each reference architecture pattern tier, the at least one entity is automatically provided the at least one access and/or operational permission associated with the reference architecture pattern role assigned to the entity.Type: GrantFiled: April 30, 2014Date of Patent: April 19, 2016Assignee: Intuit Inc.Inventors: M. Shannon Lietz, Luis Felipe Cabrera, Christian Price, Michelle Nikulshin, Javier Godinez, Sabu Kuruvila Philip, Brad A. Rambur, Scott Cruickshanks Kennedy, Erik Thomas Naugle
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Patent number: 9313281Abstract: Virtual resource specific discovery agents are instantiated in a first computing environment including internal resource specific data collection logic for directing and allowing the virtual resource specific discovery agents to collect data from a specific resource, or resource type, assigned to the virtual resource specific discovery agents. The virtual resource specific discovery agents then collect data from the specific resource, or resource type, assigned to the virtual resource specific discovery agents and provide the data collected from the specific resource, or resource types to a computing environment modeling system. The computing environment modeling system then transforms the data into description data for the computing environment indicating a state of the first computing environment at a given time.Type: GrantFiled: November 13, 2013Date of Patent: April 12, 2016Assignee: Intuit Inc.Inventors: M. Shannon Lietz, Eric Jason Hlutke, Javier Godinez, Luis Felipe Cabrera
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Publication number: 20160098804Abstract: A method and system for providing a tax return preparation system with interchangeable analytics modules includes providing one or more interchangeable analytics modules. Each of the interchangeable analytics modules includes one or more analytics algorithms used to select user experience elements to be included in a tax return preparation interview process presented to a user through one or more tax return preparation systems. The one or more interchangeable analytics modules are distinct and independent analytical components provided to the tax return preparation system that can be interchanged, overwritten, and interfaced with individually, and without otherwise changing and/or modifying the tax return preparation system. Consequently, a tax return preparation system can provide a tax return preparation interview process capable of dynamically evolving to meet the specific needs of a given user.Type: ApplicationFiled: October 7, 2014Publication date: April 7, 2016Applicant: INTUIT INC.Inventors: Massimo Mascaro, Jonathan R. Goldman, William T. Laaser
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Publication number: 20160098340Abstract: An application is implemented in the production environment in which the application will be used. Two or more backend systems are used to implement different versions of the application using the production environment in which the application will actually be used and accessed. Actual user data is received. A first portion of the actual user data is routed and processed in the production environment using a first version of the application and a first backend system of the two or more backend systems. A second portion of the actual user data is also routed and processed in the production environment but using a second version of the application and a second backend system of the two or more backend systems. The results data is then analyzed to evaluate the various versions of the application in the production environment.Type: ApplicationFiled: December 11, 2015Publication date: April 7, 2016Applicant: Intuit Inc.Inventors: Brett Weaver, Javier Godinez, Capen Brinkley, Thomas Bishop, M. Shannon Lietz, Luis Felipe Cabrera
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Patent number: 9304891Abstract: During a test-generation technique, a test session with web flows associated with a set of users and a browser is recorded. Then, the test session is modified to generalize the web flows to a larger set of users. For example, data may be converted into variables, requests may be added or removed, and/or delays may be inserted between requests. In addition, the test session may be filtered using one or more filters to remove: static content, images and/or types of requests. After the test session has been generalized, it can be incorporated into a load test that accurately simulates interactions with multiple users.Type: GrantFiled: November 4, 2013Date of Patent: April 5, 2016Assignee: INTUIT INC.Inventors: Denis G. Angleton, Antonio J. Hernandez, Noah W. Patterson, Alfredo Martinez, Ibrar Malik
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Patent number: 9298780Abstract: User weighted data indicating acceptance of a given data extraction template and weighted data indicating the number of data fields that the data extraction template can extract accurately is used to calculate data extraction template ranking, or a weighted ranking score, to be associated with the data extraction template. Then the data extraction template having the highest data extraction template ranking score is used in a first attempt to extract data from a source documents of the source document type associated with the data extraction templates. As more data extraction templates associated with a given source document type are received, the data extraction templates having the lowest data extraction template ranking scores are detected/eliminated.Type: GrantFiled: November 1, 2013Date of Patent: March 29, 2016Assignee: Intuit Inc.Inventors: Sunil Madhani, Anu Sreepathy, Mithun U. Shenoy
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Patent number: 9298927Abstract: A virtual asset creation template associated with a class of virtual assets is identified and analyzed to identify any vulnerabilities in the virtual asset creation template. If one or more vulnerabilities are identified in the virtual asset creation template, an appropriate remedy for each identified vulnerability identified in the virtual asset creation template is applied. If no vulnerability is identified in the virtual asset creation template, or once each vulnerability identified in the virtual asset creation template is remedied, each virtual asset of the virtual asset class generated using the virtual asset creation template is assigned an initial status of verified virtual asset.Type: GrantFiled: February 27, 2014Date of Patent: March 29, 2016Assignee: Intuit Inc.Inventors: M. Shannon Lietz, Luis Felipe Cabrera, Barry J. Nisly, Ted R. Neher, III, Javier Godinez
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Patent number: 9292579Abstract: User acceptance of a given data extraction template and the number of data fields that the data extraction template can extract accurately is used to calculate data extraction template ranking, or a ranking score, to be associated with the data extraction template. Then the data extraction template having the highest data extraction template ranking score is used in a first attempt to extract data from a source documents of the source document type associated with the data extraction templates. As more data extraction templates associated with a given source document type are received, data extraction template ranking scores are updated/modified, and, in one example, the data extraction templates having the lowest data extraction template ranking scores are detected/eliminated.Type: GrantFiled: November 1, 2013Date of Patent: March 22, 2016Assignee: Intuit Inc.Inventors: Sunil Madhani, Anu Sreepathy, Mithun U. Shenoy
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Patent number: 9286332Abstract: Financial data is obtained from two or more types of financial management systems and analyzed to obtain potential entities data identifying potential entities and attributes associated with the potential entities. Duplicate potential entity data is then identified and eliminated to generate a master entity list. The financial data is also analyzed to identify potential commercial transaction data and one or more attributes associated with the commercial transaction data, including data indicating commercial transactions and the parties associated with the commercial transactions. The commercial transaction data is then analyzed using the master entity list to match entities listed in the master entity list with the parties associated with the commercial transactions. The matched entities are then substituted for the respectively matched parties associated with the commercial transactions to create a master commercial transaction list.Type: GrantFiled: August 29, 2013Date of Patent: March 15, 2016Assignee: Intuit Inc.Inventors: George Roumeliotis, Brian A. Wilt, Bei Huang