Abstract: Computer-implemented methods, systems and articles of manufacture for populating an electronic tax return with assumption data and managing assumption data. A user interface controller in communication with a logic agent and a data store shared with the logic agent receives user data, selects a configuration file based at least in part upon the user data, reads or executes the selected configuration file to determine assumption data of the configuration file or to identify assumption data in an electronic data source. The assumption data is written by the user interface controller to the data store so that it can be read by the logic agent, which generates a non-binding suggestion regarding a question or tax topic that the user interface controller may present to the user based at least in part upon the assumption data.
Type:
Grant
Filed:
July 31, 2014
Date of Patent:
December 15, 2020
Assignee:
INTUIT INC.
Inventors:
Gang Wang, Kevin M. McCluskey, Luis F. Cabrera
Abstract: Techniques are disclosed herein for determining variable importance on a predictive model on a case level. Modeling data associated with a case is received. The modeling data provides input variables, each having a corresponding value for input to a predictive modeling technique associated with the case. A measure of impact for each of the variables is determined using an input shuffling method. Variables having a measure of impact that exceeds a specified threshold are identified. A summary that includes the identified variables is generated.
Abstract: A transceiver of a mobile device may receive a beacon transmitted by a mesh network member mobile device. A processor of the mobile device may extract a crew ID from the beacon. The processor may determine that the crew ID matches a crew ID of a user logged into the mobile device. In response to determining that the crew ID matches the crew ID of the user, the processor may generate a reply beacon. The transceiver may transmit the reply beacon. The transceiver may receive a response to the reply beacon. The response may include a job ID enabling the user to clock into a job. The processor may clock the user into the job. As a result of clocking the user into the job, the mobile device may become a member of the mesh network.
Type:
Grant
Filed:
July 3, 2019
Date of Patent:
December 15, 2020
Assignee:
Intuit Inc.
Inventors:
Nathan A. McIntyre, Devin Shively, Joshua Andrew Yundt
Abstract: Extending object-schema-based application programming interfaces (APIs) is described. According to one embodiment, a method generally includes receiving, from a user, a schema defining an extension to the API and a reference to a parent node in a graph projection of the API. An API system updates the graph projection of the API to include a node representing the extension and navigable path to the node representing the extension. The API system processes a request from the user by traversing through the updated graph projection of the API, the request representing the navigable path to the node representing the extension.
Abstract: Financial transaction data is obtained and integrated into a personal financial management and bill payment system. Payment method data associated with the financial transaction data is obtained from the personal financial management and bill payment system. The payment method data is then used to more accurately and automatically identify tax related financial transactions for processing as tax related financial transactions having tax ramifications.
Type:
Application
Filed:
August 25, 2020
Publication date:
December 10, 2020
Applicant:
Intuit Inc.
Inventors:
Elangovan Shanmugam, Sean McCluskey, Jesse Aaron Axelowitz, Ashwin Singh Khurana, Michael J. Seilnacht
Abstract: A processor may identify a combination term including at least two individual terms within at least one source of truth stored in a memory in communication with the processor. The processor may identify at least one document including the at least two of the individual search terms. The processor may determine a document weight for the at least one document based on the combination search term and the at least two of the individual search terms within the combination search term. The processor may provide the document as a search result arranged according to the document weight and/or may index the document according to the document weight.
Abstract: Before routing a question submitted to a question and answer based customer support system to support resources, and before any specific answer data is generated, the submitted question data is analyzed to predict asking user engagement with the question and answer based customer support system after the asking user's question is submitted. In this way, the question itself is analyzed and questions determined to be low engagement probability questions submitted by asking users that have a low probability of further engagement with the question and answer based customer support system are provided to the support resources on a low priority basis and questions determined to be high engagement probability questions submitted by asking users that have a high probability of further engagement with the question and answer based customer support system are provided to the support resources on a high priority basis.
Type:
Grant
Filed:
September 30, 2019
Date of Patent:
December 8, 2020
Assignee:
Intuit Inc.
Inventors:
Matthew Cannon, Todd Frey Goodyear, Igor A. Podgorny, Christopher C. Gielow
Abstract: Computing systems, computer-implemented methods, articles of manufacture for making personalized assessments regarding whether a taxpayer should be presented with a standardized flow of interview screens, questions or topics, or with an itemized deduction flow of interview screens, questions or topics. This assessment is made utilizing a generated user interface and analytic data elements that generate outputs that reflect the taxpayer's data, e.g., in the form of ranges of numerical data that are based on the taxpayer's data. User interface elements representing response options in the form of range data may be selected by the user without entering specific electronic tax return data for the purpose of making standardized v. itemized determinations and to determine which questions or topics can be bypassed.
Type:
Grant
Filed:
January 14, 2016
Date of Patent:
December 8, 2020
Assignee:
INTUIT INC.
Inventors:
Sharon E. Hunt, Yao H. Morin, Alexis Hartford, Brian Lyle Hofmaister, Andrew Roe, Varadarajan Sriram, Sylvia R. Knust, Thai D. Dang, Robert E. Bamford, Carol Ann Howe
Abstract: The disclosed embodiments relate to a computer system that facilitates the providing of an answer to a question. During operation, the computer system receives the question from a user, where the question is related to income taxes. Then, the computer system performs content-dependent processing of the question based on a tax-information data structure to produce the answer to the question. Note that the tax-information data structure includes: tax phrases, context information associated with the tax phrases, tax concepts that encompass multiple tax phrases, and/or statistical association metrics between the tax phrases and the tax concepts. Next, the computer system provides the answer to the user.
Type:
Grant
Filed:
November 13, 2017
Date of Patent:
December 8, 2020
Assignee:
INTUIT, INC.
Inventors:
Gang Wang, Igor A. Podgorny, Troy D. Otillio
Abstract: Techniques are disclosed for managing data of an application. One embodiment presented herein includes a computer-implemented method, which includes scanning a distributed system to identify one or more blocks comprising data associated with the application. The method further includes generating a witness block based on the one or more blocks. The witness block may comprise a state of the data from the one or more blocks. The method further includes adding the witness block to the distributed system.
Abstract: The present disclosure relates to a system and method for evaluating source code. The system generates training data from a plurality of defect records that identify developers who fixed defects. The system recommends developers for repairing defects in software features using a machine learning algorithm configured using elements from the defect records and the code related to the defect records.
Type:
Grant
Filed:
November 30, 2018
Date of Patent:
December 8, 2020
Assignee:
INTUIT, INC.
Inventors:
Joseph Elwell, Damien O'Malley, Dharin Nanavati, Aliza Carpio
Abstract: Computerized systems and methods for efficiently refreshing financial data for financial accounts for login identifications of users at respective financial institutions in a batch data pull via a communication network. The login identifications are prioritized for being refreshed based on determining a probability that each login identification has a new transaction since the last successful refresh of the login identification using a learning algorithm utilizing past financial data. The login identifications are then refreshed in a batch data pull from the financial institutions in an order from highest probability to lowest probability of having a new transaction since the last batch data pull.
Abstract: A processor may obtain financial data for a user. The processor may process the financial data to generate feature data indicative of at least one feature. The processor may compare the at least one feature to at least one threshold value to determine that the user has a cognitive bias affecting a financial preference of the user and associated with the at least one threshold value. The at least one threshold value may denote a threshold for membership in a cluster of unlabeled users having the cognitive bias. In response to the comparing, the processor may identify a change applicable to a financial account of the user. The change may be associated with the cognitive bias. The processor may automatically cause the change to be implemented by a network-accessible financial service.
Type:
Application
Filed:
June 3, 2019
Publication date:
December 3, 2020
Applicant:
Intuit Inc.
Inventors:
Kevin FURBISH, Nirmala RANGANATHAN, Aaron DIBNER-DUNLAP, Sumayah RAHMAN
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:
Application
Filed:
June 3, 2019
Publication date:
December 3, 2020
Applicant:
Intuit Inc.
Inventors:
Gleb KESELMAN, Yaron SHEFFER, Mike ROOZ
Abstract: Certain aspects of the present disclosure provide techniques for summarizing data in a distributed system. Embodiments include generating an ordered list of blocks by iterating through a first group of blocks of a hash chain starting at a last block of the hash chain and adding each of the first group of blocks of the hash chain to the ordered list. Embodiments further include generating summary data by applying a summary function to the first group of blocks based on the ordered list. The summary function may take the ordered list as an input and provide the summary data of the first group of blocks as an output. Embodiments further include generating a summary block comprising the summary data and adding the summary block to a summary chain.