Patents Assigned to Intuit
  • Patent number: 8718367
    Abstract: One embodiment of the present invention provides a system that facilitates displaying automatically recognized text, wherein the automatically recognized text includes optical character recognition (OCR) text or intelligent character recognition (ICR) text. During operation, the system receives a source image containing text from a user. Next, the system performs a character-recognition operation on the source image to produce recognized text. The system then locates a data field within the source image. Next, the system identifies a subset of the recognized text that corresponds with the data field. After that, the system displays the source image to the user. At the same time, the system displays the subset of the recognized text in close proximity to the data field in the source image to facilitate comparing the recognized text with the text contained in the source image.
    Type: Grant
    Filed: July 10, 2009
    Date of Patent: May 6, 2014
    Assignee: Intuit Inc.
    Inventors: James Alan Schneider, Rajalakshmi Ganesan, Lionel Roy, George Chiramattel Kunjachan, Thanuj Thyagarajan Kambil, Sumeet Bansal, Bibhakar Ranjan
  • Patent number: 8719573
    Abstract: During a security technique, an electronic device determines a name by a applying a function to a shared secret, which is shared between a user and another user. This name is advertised in a network. After discovery by another electronic device (which is associated with the other user), the electronic device generates a first encrypted message from an unencrypted message using a cryptographic key. The electronic device provides the first encrypted message to the other electronic device, and receives a second encrypted message from the other electronic device. Using the cryptographic key, the electronic device decrypts the second encrypted message. Moreover, the electronic device receives confirmation that the other electronic device was able to decrypt the first encrypted message, thereby authenticating that the secure connection has been established.
    Type: Grant
    Filed: January 27, 2012
    Date of Patent: May 6, 2014
    Assignee: Intuit Inc.
    Inventors: Alexander S. Ran, Christopher Z. Lesner
  • Patent number: 8713471
    Abstract: A system and method for providing an intelligent visual data scrollbar position indicator whereby data is organized into a data table of two or more data entries with each data entry having one or more data fields. The data table is displayed to a user in a data table user interface display and a scrolling capability is provided whereby a user can scroll through the data entries in the data table via the data table user interface display and one or more user interface devices. At least one data field of the one or more data fields associated with the two or more data entries is selected as a “data display field” and a portion of the data in the selected data display field is selected as “display data” based, at least in part, on the data display field selected and the rate of change of the data in the selected data display field. Then as the data entries are being scrolled through, the selected display data for each data entry is displayed to the user as each data entry is scrolled through.
    Type: Grant
    Filed: January 14, 2011
    Date of Patent: April 29, 2014
    Assignee: Intuit Inc.
    Inventors: Daniel S. Rowley, Leigh Chapman
  • Publication number: 20140114823
    Abstract: A method to generate a regulatory filing workflow for a geographical region. The method includes displaying a regulatory filing form to a user in the geographical region, displaying a user attribute list identifying user attributes from the BMAs used by the user, receiving, from the user and in response to displaying the regulatory filing form and the user attribute list, a user input that specifies a rule for determining input data of the regulatory filing form based at least on user attributes, and generating, based at least on the user input, regulatory filing report metadata including a specification for generating a regulatory filing report by completing the regulatory filing form based at least on the rule, where the regulatory filing workflow includes generating and filing the regulatory filing report to satisfy the regulatory requirement specific to the geographical region.
    Type: Application
    Filed: August 30, 2013
    Publication date: April 24, 2014
    Applicant: INTUIT INC.
    Inventors: Yogish Pai, Steve George Goyette, Robert Bruce MacMartin
  • Publication number: 20140114822
    Abstract: Individuals implementing/using a financial management system are provided the capability to share their customized and regionally optimized tax configurations with other individuals utilizing the financial management system. The customized and regionally optimized tax configurations are provided to other individuals in the form of tax configuration templates optimized and identified for a given region and/or type of business within the identified region. In various embodiments, the tax configuration templates for a given region can then be viewed, selected, and adopted by other individuals using the financial management system.
    Type: Application
    Filed: October 18, 2012
    Publication date: April 24, 2014
    Applicant: INTUIT INC.
    Inventor: INTUIT INC.
  • Patent number: 8707157
    Abstract: In general, in one aspect, the invention relates to a method for populating forms. The method includes: identifying a set of inputs to a form from past users; receiving, from a current user, a request to view the form; identifying temporal data associated with the current user; identifying an internet protocol (IP) address of a computing device of the current user; performing, based on the IP address and the temporal data, a statistical analysis on the set of inputs; determining, based on the statistical analysis, that a statistical threshold corresponding to a field on the form is exceeded; calculating, in response to determining that that the statistical threshold is exceeded, a default value for the field; and sending the default value to the computing device.
    Type: Grant
    Filed: August 19, 2011
    Date of Patent: April 22, 2014
    Assignee: Intuit Inc.
    Inventor: Yashwant Singh Chouhan
  • Patent number: 8706762
    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.
    Type: Grant
    Filed: May 16, 2012
    Date of Patent: April 22, 2014
    Assignee: Intuit Inc.
    Inventors: Aaron Patzer, Jean Sini
  • Patent number: 8699090
    Abstract: During an image-capture technique, a user of the electronic device may be instructed by an application executed by the electronic device (such as a software application) to point an imaging sensor, which is integrated into the electronic device, toward a location on a document. For example, the user may be instructed to point a cellular-telephone camera toward a field on an invoice. Then, when spatial-position information associated with the electronic device (such as spatial-position information associated with an accelerometer and/or a gyroscope integrated in the electronic device) remains within a predefined range for a predefined time duration, the electronic device communicates a signal to the imaging device to acquire the image. Note that the image may be acquired without additional action by the user.
    Type: Grant
    Filed: January 9, 2012
    Date of Patent: April 15, 2014
    Assignee: Intuit Inc.
    Inventor: Sunil H. Madhani
  • Patent number: 8695069
    Abstract: Embodiments of the present invention provide a system that facilitates session management between a web application and a Customer Relationship Management (CRM) system. During operation, the system receives, at a proxy, a service call intended for a CRM system. Next, the system modifies a header of the service call to include authentication credentials for the CRM system. The system then determines if an available session token for the CRM system exists at the proxy. If so, the system modifies the header of the service call to include the session token. Next, the system forwards the service call with the modified header to the CRM system. The system then receives a response to the service call, which includes the session token. Upon receiving the response, the system stores the session token at the proxy for a subsequent service call. Finally, the system forwards the response to the web application.
    Type: Grant
    Filed: January 31, 2012
    Date of Patent: April 8, 2014
    Assignee: Intuit Inc.
    Inventors: Rajagopal Chandramohan, Rajkumar Ramakrishnan, Jeffery W. Kester
  • Patent number: 8687054
    Abstract: A method and system for providing individualized video program content whereby currently available synchronized active shutter technology, such as is implemented in currently available 3-D televisions, and multiple channel audio technology, such as stereo, or 5:1 surround sound technology, is modified to provide two or more interlaced versions of at least a portion of a video program such that two or more “classes”, or types of viewers, can virtually simultaneously view separate versions of the portion of a video program in a single run of the video program, i.e., in the same viewing of the program by both types of viewers.
    Type: Grant
    Filed: April 19, 2011
    Date of Patent: April 1, 2014
    Assignee: Intuit Inc.
    Inventors: Joseph Elwell, Alan Buhler, Marianne Y. Lu
  • Patent number: 8688553
    Abstract: A system and method for product market analysis using consumer financial data obtains financial data associated with a given consumer. At least part of the consumer financial data is then stored by the process for product market analysis using consumer financial data, or another party/application, typically in accounts/locations associated with the given consumer. An electronic media based marketing device is then provided by a product marketer, the electronic media based marketing device being capable of activation. When a consumer activates the electronic media based marketing device at least part of the consumer financial data associated with the consumer is transferred to the product marketer. As a result, the product marketer obtains significant amounts of information for market analysis purposes such as creating a potential consumer profile and determining a target market for the given product an/or service.
    Type: Grant
    Filed: March 31, 2008
    Date of Patent: April 1, 2014
    Assignee: Intuit Inc.
    Inventors: Benjamin Weiss, Todd M. Fitch, John Reed Flora
  • Patent number: 8688573
    Abstract: Cash transaction entry data indicating a consumer has conducted a cash transaction with an unidentified merchant payee is obtained and geo-location data associated with the cash transaction data is used identify potential merchant payees of the cash transaction. If more than one potential merchant payee is identified, data representing the potential merchant payees is analyzed using historical financial transaction data associated with the consumer, and/or products or services and operations data associated with the potential merchant payees, and/or historical financial transaction data associated with a community of consumers, including consumers other than the consumer, to generate a potential merchant payee probability score for each of the potential merchant payees. The potential merchant payee probability score for each of the potential merchant payees is then used to generate a prioritized potential merchant payee list for the cash transaction that includes at least one of the potential merchant payees.
    Type: Grant
    Filed: October 16, 2012
    Date of Patent: April 1, 2014
    Assignee: Intuit Inc.
    Inventors: Marko Rukonic, Praveen Reddy Kasireddy
  • Publication number: 20140089387
    Abstract: The disclosed embodiments provide a system that facilitates interaction between a client and a web application. During operation, the system identifies a request that lacks a session identifier from the client to the web application. Next, the system obtains a client identifier associated with the client from the request. If a cached session identifier is found for the client identifier, the system adds the cached session identifier to the request. Finally, the system forwards the request to the web application.
    Type: Application
    Filed: October 16, 2012
    Publication date: March 27, 2014
    Applicant: INTUIT INC.
    Inventor: INTUIT INC.
  • Publication number: 20140089186
    Abstract: During operation of the system, a user of a portable electronic device provides a request to enroll in a financial service associated with a provider. For example, the financial service may facilitate financial transactions via a financial application that executes on the portable electronic device. Then, an electronic device determines that the user is an existing customer of at least one of a set of financial institutions that have a business relationship with the provider, where the provider is other than one of the financial institutions. Next, the electronic device enrolls the user in the financial service without requesting additional information from the user. By leveraging the business relationship between the user and one of the financial institutions in the set of financial institutions, the user can avoid having to perform a complicated enrollment process in order to start using the financial service.
    Type: Application
    Filed: September 25, 2012
    Publication date: March 27, 2014
    Applicant: INTUIT INC.
    Inventors: Eric C. W. Dunn, Alexander S. Ran
  • Publication number: 20140090037
    Abstract: The disclosed embodiments provide a system that authenticates a user. During operation, the system identifies a first tenant associated with a first request for a first resource from the user and obtains an authentication policy for the first tenant. Next, the system uses an authentication mechanism associated with the authentication policy to authenticate the user. Upon authenticating the user, the system provides a first security token for enabling access to the first resource by the user.
    Type: Application
    Filed: September 21, 2012
    Publication date: March 27, 2014
    Applicant: INTUIT INC.
    Inventor: Intuit Inc.
  • Patent number: 8683348
    Abstract: A technique for modifying a user experience associated with a software product is described. During this modification technique, behavioral metrics that are associated with a user's emotional state are collected while the user is using the software product. For example, the behavioral metrics may include: usage patterns, user gestures and/or user tactile inputs. Furthermore, using the collected behavioral metrics, the user's emotional state is determined. Then, the user experience is modified based on the determined emotional state.
    Type: Grant
    Filed: July 14, 2010
    Date of Patent: March 25, 2014
    Assignee: Intuit Inc.
    Inventors: Bennett R. Blank, David J. Snow, Michelle D. McAlister
  • Patent number: 8682758
    Abstract: A method and system are provided for processing multiple related financial transactions in a computer-based financial accounting system. The multiple related financial transactions have at least one of a common transaction type, a common transaction date and a common transaction amount. The method steps include receiving one or more of the common transaction date, the common transaction type, and the common transaction amount, receiving a set of parties, each party corresponding to at least one of the plurality of related financial transactions, and generating a plurality of related financial transactions, each related financial transaction of the plurality of generated related financial transactions comprising one of the set of parties and at least one of the common transaction date, the common transaction type, and the common transaction amount.
    Type: Grant
    Filed: March 23, 2006
    Date of Patent: March 25, 2014
    Assignee: Intuit Inc.
    Inventors: Michael Rainwater, Michael T. Bohn, John Florio
  • Patent number: 8682696
    Abstract: A computing system implemented method, system and/or computer program product for visualizing healthcare or other transactional relationships is provided which allows a user to visually track in a graphical presentation all the transactions associated with a particular insurance claim, for example a cumulative payment. The graphical presentation further allows the user to select a particular claim record and display the associated financial transaction records as a chronologically arranged lineage of separately selectable waypoints.
    Type: Grant
    Filed: November 30, 2007
    Date of Patent: March 25, 2014
    Assignee: Intuit Inc.
    Inventor: Elangovan Shanmugam
  • Patent number: 8682756
    Abstract: A method for generating a visualization. The method includes receiving, from a user a request to complete a tax form including a first field, presenting a first and second tax query corresponding to the first field, receiving a first response corresponding to the first query and a second response corresponding to the second query, and determining a first value corresponding to the first field using a decision tree corresponding to the first field, and the second response. The method also includes generating a completed tax form including the first value in the first field, generating a visualization corresponding to the first field which graphically depicts a relationship between the first value and the first response and the second response, and displaying the completed tax form and the visualization on a display device with the completed tax form depicting a relationship between the visualization and the first value.
    Type: Grant
    Filed: July 29, 2010
    Date of Patent: March 25, 2014
    Assignee: Intuit Inc.
    Inventors: Alan Tifford, Christine A. De Sanctis, Kenichi Mori, Qwan T. Pham
  • Publication number: 20140080525
    Abstract: A system and method for electronic text communication in an environment in which SMS (Short Messaging Service) messages, MMS (Multimedia Messaging Service) messages and/or other messages are delivered with a non-actionable reply-to field. Illustratively, a regulation may require the field to be alphabetic or alphanumeric, thereby preventing it from simply being a telephone number to which a response can be transmitted. Therefore, when an organization generates a message, it includes its address in the body of the message (e.g., at the top and/or bottom). Although the user cannot respond directly to the reply-to field, he easily finds a telephone number to which a reply can be sent. A user may be advised of terms of service of a text-based service, and may be given a summary of the terms, before being deemed to have opted in to the service.
    Type: Application
    Filed: September 18, 2012
    Publication date: March 20, 2014
    Applicant: INTUIT INC.
    Inventor: INTUIT INC.