Abstract: Certain aspects of the present disclosure provide techniques for node matching with accuracy by combining statistical methods with a knowledge graph to assist in responding (e.g., providing content) to a user query in a user support system. In order to provide content, a keyword matching algorithm, statistical method (e.g., a trained BERT model), and data retrieval are each implemented to identify node(s) in a knowledge graph with encoded content relevant to the user's query. The implementation of the keyword matching algorithm, statistical method, and data retrieval results in a matching metric score, semantic score, and graph metric data, respectively. Each score associated with a node is combined to generate an overall score that can be used to rank nodes. Once the nodes are ranked, the top ranking nodes are displayed to the user for selection. Based on the selection, content encoded in the node is displayed to the user.
Type:
Grant
Filed:
November 25, 2019
Date of Patent:
September 6, 2022
Assignee:
INTUIT INC.
Inventors:
Gregory Kenneth Coulombe, Roger C. Meike, Cynthia J. Osmon, Sricharan Kallur Palli Kumar, Pavlo Malynin
Abstract: API gateway log data of HTTP response information is collected and aggregated for each API service. The log data is streamed and formed into a feature vector. A model training module trains a neural network model based on the feature vector and model metadata. The model training module also retrains the neural network model based on a new feature vector. Neural network model artifacts are stored and used to detect anomalous patterns and generate alerts of the detection.
Type:
Grant
Filed:
September 11, 2019
Date of Patent:
September 6, 2022
Assignee:
Intuit Inc.
Inventors:
Miroslav S. Boussarov, Jason Webb, Laurent Benchimol, Gao Pan
Abstract: A method may include clustering form elements into line objects and columns of a table of a structured representation by applying a trained multi-dimensional clustering model to spatial coordinates of the form elements, and assigning a table header line type to a table header line object of the line objects based on a spatial coordinate of the table header line object relative to a spatial coordinate of a topmost table data line object of the line objects, and a determination that a number of columns of the table header line object is within a threshold of a number of columns of the topmost table data line object. The topmost table data line object may be assigned a table data line type. The method may further include presenting the structured representation to a user.
Abstract: Certain aspects of the present disclosure provide techniques for providing a compliance report of data processing to a governing authority. In order to adhere to a regulation of a governing authority, upon receiving the request for a compliance report, a data category and each processing capability category is extracted from a live data catalog service. Based on the extracted categories, a record of data processing is generated for each processing capability category associated with a data category. Further, based on the data category extracted, a compliance report template is retrieved. With the compliance report template and records of data processing, a compliance report is generated and provided to the governing authority.
Type:
Grant
Filed:
July 2, 2019
Date of Patent:
September 6, 2022
Assignee:
INTUIT, INC.
Inventors:
Calum Murray, Jacqueline Wilkosz, Victor Feinstein, Denise McInerney
Abstract: A method including receiving, in a machine learning model (MLM), a corpus including words. The MLM includes layers configured to extract keywords from the corpus, plus a retrospective layer. A first keyword and a second keyword from the corpus are identified in the layers. The first and second keywords are assigned first and second probabilities. Each probability is a likelihood that a keyword is to be included in a key phrase. A determination is made, in the retrospective layer, of a first probability modifier that modifies the first probability based on a first dependence relationship between the second keyword being placed after the first keyword. The first probability is modified using the first probability modifier. The first modified probability is used to determine whether the first keyword and the second keyword together form the key phrase. The key phrase is stored in a non-transitory computer readable storage medium.
Type:
Grant
Filed:
February 28, 2020
Date of Patent:
September 6, 2022
Assignee:
Intuit Inc.
Inventors:
Oren Sar Shalom, Yehezkel Shraga Resheff
Abstract: Systems and apparatuses are disclosed for extracting information from document images. An example method includes segmenting a document image into multiple segments and determining formatting information for each segment. Determining formatting information for a segment includes determining one or more features of the segment and comparing the one or more features of the segment to one or more clusters of features associated with different document types. The formatting information for the segment is based on the comparison. The method also includes, for each segment, storing the formatting information in a data structure associated with the segment. The method further includes, for each segment including text to be identified during information extraction, applying OCR to the segment to generate machine-encoded text and storing the machine-encoded text in the associated data structure.
Abstract: A method implements a source rank metric of measuring sources of influence. The method includes processing transactions to generate a graph. The method further includes processing the graph to select nodes. A node is identified as one or more of a source node and a destination node of an edge of the graph. The method further includes processing source ranks, of the nodes, to update the source ranks. A source rank is calculated using a subset of indegree values and a subset of outdegree edges. The method further presenting identifiers, of multiple entities represented by the nodes, sorted using the source ranks.
Abstract: A data management system predicts whether users will continue using the data management system. The data management system includes an analysis model that generates user retention prediction data based on time dependent user data and static user data. The analysis model also generates recommended actions to be taken by the data management system to increase the probability of retaining the user.
Abstract: A method for determining location based on nearby devices includes receiving a broadcast message from a proximate device over a wireless personal area network, triggering an event that requires recording location data and time data, and establishing a connection over the wireless personal area network to the proximate device. The method further includes requesting proximate location data from the proximate device over the connection with a user device location request and receiving the proximate location data from the proximate device in a proximate device location response.
Type:
Grant
Filed:
April 29, 2020
Date of Patent:
September 6, 2022
Assignee:
Intuit Inc.
Inventors:
Andrew Fisher, Brik Royster, Devin Shively, Jared Isaac Guttromson, Joshua Harrison, Josue David Tello
Abstract: A computer-implemented method is provided to preforming re-categorization of financial transactions. The re-categorization is implemented by a server computing device which receives the financial transactions associated with a merchant and a first category. The server computing device receives user inputs that are each associated with re-categorizing a financial transaction from the first category to one or more other categories. Based at least in part on a count of the first category and counts of the one or more other categories, the server computing device determines a set of normalized ratios for the first category and the one or more other categories with respect to a total number of respective financial transactions received. The server computing device determines a second category corresponding to a minimum value in the set of the normalized ratios for each financial transaction associated with the merchant.
Abstract: A computer-implemented system and method for generating and implementing real-time optimized savings recommendations during online purchase checkout processes. The recommendations may be in the form of personalized digital nudges designed to influence the user in a manner that furthers a savings goal.
Abstract: A method for summarizing text is disclosed. The method can include a step of generating a connected network graph based on multiple portions of the text, wherein each portion of the text is a node of the network graph. The method can include a step of determining a similarity score of the multiple nodes of the network graph, wherein the similarity score of each node is based on its similarity with other nodes of the network graph. The method can include a step of measuring a centrality of each node of the network graph using graph centrality that is based on the similarity score and ranking the nodes based on the measured centrality. The method can include a step of generating a summary of the text by using one or more top ranked nodes.
Abstract: A method performs personalized transaction categorization. A transaction record is received, by a server application. In a first stage, sparse raw features are extracted from a transaction record of a transaction and converted into a transaction vector including dense features. In a second stage, the transaction vector is classified into a customized chart of accounts using the dense features to generate adapter model output. The method further includes selecting, an account identifier, corresponding to the transaction record and to an account of the customized chart of accounts, using the adapter model output, and presenting the account identifier for the transaction record.
Abstract: Certain aspects of the present disclosure provide techniques for providing automated intelligence in a support session. In one example, a method includes generating a set of tokens based on a text-based query posted by a support agent to a live chat thread; generating a set of vectors based on the set of tokens; extracting a set of features based on the set of tokens; generating a query vector based on the set of vectors and the set of features; determining a predicted intent of the text-based query based on the query vector, wherein the predicted intent is one of a plurality of predefined intents; determining a predicted answer to the text-based query based on: the query vector; and the predicted intent; and providing the predicted answer to the text-based query in the live chat thread.
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
Abstract: Embodiments presented herein provide a partner authentication (PA) system that coordinates a network-based authorization process for an application. The PA system exchanges a series of messages with the application seeking an access token for a protected resource, an authorization server associated with the resource, and an agent executing on a device accessed by a user who wants the application to access the resource. The PA system and the agent communicate with the authorization server on behalf of the application throughout the authorization process. At the completion of the authorization process, the PA system receives an access token and a refresh token from the server on behalf of the application and sends a partner authorization (PA) token to the application. When the application seeks access to the resource that is available to authorized parties via the resource server, the application sends the PA token to the PA system and receives the access token in return.
Type:
Grant
Filed:
July 6, 2020
Date of Patent:
August 30, 2022
Assignee:
INTUIT INC.
Inventors:
Parul Jain, Douglas L. Foiles, Nagaraj Janardhana
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
Abstract: Systems and methods that may be used to determine that input form field data is accurate or not, and associate a level of confidence with that determination. The systems and methods may use a multi part confidence model that uses inter-field correlation to tie the correctness of a particular field to the pattern of values seen in other fields of the document the field data is input from.
Type:
Grant
Filed:
March 29, 2022
Date of Patent:
August 30, 2022
Assignee:
INTUIT INC.
Inventors:
Peter Anthony, Preeti Duraipandian, Deepankar Mohapatra, Conrad De Peuter
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.
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