Patents Assigned to Intuit
  • Patent number: 10366309
    Abstract: Techniques are disclosed for performing optical character recognition (OCR) by assessing and improving quality of electronic documents to perform the OCR. For example a method for identifying information in an electronic document includes obtaining a reference image of the electronic document, distorting the reference image by adjusting different sets of one or more parameters associated with a quality of the reference image to generate a plurality of distorted images, analyzing each distorted image to detect the adjusted set of parameters and corresponding adjusted values, determining an accuracy of detection of the set of parameters and the adjusted values, and training a model based at least on the plurality of distorted images and the accuracy of the detection, wherein the trained model determines at least a first technique for adjusting a set of parameters in a second image to prepare the second image for optical character recognition.
    Type: Grant
    Filed: September 21, 2018
    Date of Patent: July 30, 2019
    Assignee: Intuit Inc.
    Inventors: Richard J. Becker, Rakesh Kandpal, Priya Kothari, Sheldon Porcina, Pavlo Malynin
  • Patent number: 10360062
    Abstract: A trigger event monitoring system is provided in one or more virtual assets. One or more trigger parameters, including security threat patterns, are defined and trigger data is generated. The one or more trigger monitoring systems are used to monitor extrusion and intrusion capabilities and self-monitored trigger events that may harm or otherwise leave a virtual asset in a vulnerable state. In one embodiment, trigger events and monitoring of at least a portion of message traffic sent to, or sent from, the one or more virtual assets are initiated and/or performed to detect any message including one or more of the one or more of the trigger parameters. Any message meeting the one or more trigger parameters is identified as a potential security threat and is assigned a threat score, which is provided to the virtual asset. Various corrective actions may take place.
    Type: Grant
    Filed: February 23, 2018
    Date of Patent: July 23, 2019
    Assignee: Intuit Inc.
    Inventors: M. Shannon Lietz, Luis Felipe Cabrera
  • Publication number: 20190220171
    Abstract: A system includes (i) a configuration service executing on a computer processor and configured to select, based on a user attribute of a user, a configurable user interface, and select, based on the user attribute of the user, a configurable workflow, (ii) a contribution management system that generates a statistical measure of a plurality of users by tracking the plurality of users using the plurality of configurable user interfaces and the plurality of configurable workflows to perform a task according to a geographical region of the user, and verifies the configurable user interfaces and the configurable workflows based on the statistical measure, and (iii) a computer server configured to perform a task by at least receiving, via the configurable user interface, a user input, and executing, based on user input and according to the configurable workflow, multiple functional engines of the software solution.
    Type: Application
    Filed: March 28, 2019
    Publication date: July 18, 2019
    Applicant: Intuit Inc.
    Inventors: Yogish Pai, Steve George Goyette, Robert Bruce Macmartin, Bharath Kadaba, Narayana Hari, Jayanth Saimani, Anshu Verma, Anil Sharma, Kiran Aswath, Merrin Kurian
  • Patent number: 10356318
    Abstract: The present disclosure relates to capturing a document. In certain embodiments, Optical Character Recognition (OCR) is performed on each of a plurality of images to identify one or more character sequences in each image. Each image may comprise a portion of the document. In some embodiments, points of connection are identified among the plurality of images based on the one or more character sequences in each image. In certain embodiments, a unified image of the document is produced by stitching the plurality of images together based on the points of connection.
    Type: Grant
    Filed: April 27, 2017
    Date of Patent: July 16, 2019
    Assignee: INTUIT, INC.
    Inventors: Eugene Krivopaltsev, Samir Safi, Boris Fedorov, Daniel Lee
  • Patent number: 10354303
    Abstract: A method for presenting a verified rental payment history of a rental user. The method includes selecting verified rental payment history factors related to a rental user's rental history and verified accounts of the rental user. The method further includes receiving authentication credentials for the verified accounts and receiving payment history records from the verified accounts using the authentication credentials. The method further includes generating renter analytics using the verified rental payment history factors and the payment history records. The method further includes generating the verified rental payment history using renter analytics and delivering the verified rental payment history to a landlord user.
    Type: Grant
    Filed: February 27, 2015
    Date of Patent: July 16, 2019
    Assignee: Intuit Inc.
    Inventors: Alexander Ran, Christopher Lesner
  • Patent number: 10353729
    Abstract: The present disclosure relates to managing service dependencies in a virtual machine-based development environment. An example method generally includes retrieving information identifying one or more service dependencies for a first service hosted by a virtual machine being instantiated in a development environment. For each service dependency of the one or more service dependencies, a service dependency manager identifies whether the service dependency is accessible by the first service in the development environment. Upon determining that the service dependency is not accessible by the first service in the development environment, the service dependency manager spawns an instance of the service dependency and connects the service dependency to the virtual machine hosting the first service. If the service dependency is accessible by the first service in the development environment, the service dependency manager connects the service dependency to the virtual machine hosting the first service.
    Type: Grant
    Filed: March 24, 2017
    Date of Patent: July 16, 2019
    Assignee: INTUIT INC.
    Inventors: Chad Bell, Vinay Kumar, Ryan Lynch, Joseph Elwell
  • Patent number: 10354336
    Abstract: During operation of a system, a financial transaction of an individual is associated with one or more predefined categories based on scores that indicate the likelihood of association. For example, a given predefined category may include a merchant name (such as the name of a potential counterparty in the financial transaction) and/or an attribute associated with one or more merchants. The score for a given predefined category may be determined based on financial-transaction preferences of the individual, where the financial-transaction preferences are specified by financial transactions in a financial-transaction history of the individual. The financial-transaction preferences may include a business-size preference (such as local versus national chains) and/or predefined categories in the financial-transaction history.
    Type: Grant
    Filed: January 4, 2017
    Date of Patent: July 16, 2019
    Assignee: INTUIT INC.
    Inventors: Ilya A. Izrailevsky, Sony Joseph
  • Patent number: 10354134
    Abstract: Methods, non-transitory computer-readable storage mediums and systems for classifying features including labels or fields in digital images of forms and identifying any unclassified features utilizing a bitmap approach are provided. Each spatial template includes a set of features and a set of bitmaps, each bitmap indicating a spatial relationship between each feature and respective remaining features in each spatial template. The operations include selecting a spatial template from the spatial templates, classifying each extracted feature as one of features in the spatial template. The operations include generating at least one bitmap representing a spatial relationship for each unclassified feature in relation to classified features, comparing the at least one bitmap with each of a set of bitmaps in the selected spatial template, and identifying the at least one unclassified feature as one of features in the spatial template based on a result of the comparison.
    Type: Grant
    Filed: August 28, 2017
    Date of Patent: July 16, 2019
    Assignee: INTUIT, INC.
    Inventors: Richard J. Becker, Greg Coulombe
  • Patent number: 10354161
    Abstract: The present disclosure relates to optical character recognition, and more specifically techniques for detecting font size in a digital image. Accordingly to one embodiment, a client device receives a digital image of a document having one or more textual components. The client device finds one or more contours bounding the one or more textual components in the digital image of the document. The client device detects a font size for text contained in the digital image using the one or more contours. The client device extracts the text from the digital image upon detecting that the detected font size is above a defined threshold value.
    Type: Grant
    Filed: June 5, 2017
    Date of Patent: July 16, 2019
    Assignee: INTUIT, INC.
    Inventors: Peijun Chiang, Vijay Yellapragada
  • Patent number: 10346927
    Abstract: A method and system provides personalized user experiences to users of a tax return preparation system, at least partially based on likelihoods of occurrence of life events for the users in a tax year, according to one embodiment. The method and system applies the user data to one or more predictive models to determine the likelihood that one or more available life events occurred in a user's life in a tax year, according to one embodiment. The method and system display life event icons that represent the one or more available life events, and the life event icons are ranked, sorted, and/or emphasized, based on the likelihood that the one or more available life events occurred in a user's life, to increase a user's confidence in the tax return preparations system's capability to address the user's life changes while preparing the user's tax return, according to one embodiment.
    Type: Grant
    Filed: June 6, 2016
    Date of Patent: July 9, 2019
    Assignee: Intuit Inc.
    Inventors: Jonathan Lunt, Yao H. Morin, Massimo Mascaro, Joel R. Minton, Carol Ann Howe, Sharon Hunt
  • Patent number: 10339373
    Abstract: Techniques are disclosed for performing optical character recognition (OCR) by identifying a template based on a hash of a document. One embodiment includes a method for identifying a template associated with an image. The method includes receiving a digital image, a portion of the image depicting a first document, and extracting the portion of the image. The method further includes scaling the portion of the image and generating a first hash from the scaled image. The method further includes comparing the first hash to a set of hashes, each corresponding to a template. The method further includes selecting a first template as corresponding to the first document based on comparing the first hash to the set of hashes and extracting one or more sections of the portion of the image based on the selected first template. The method further includes performing OCR on the extracted one or more sections.
    Type: Grant
    Filed: August 24, 2018
    Date of Patent: July 2, 2019
    Assignee: INTUIT INC.
    Inventors: Vijay S. Yellapragada, Peijun Chiang, Sreeneel K. Maddika
  • Patent number: 10339037
    Abstract: Aspects of the present disclosure describe methods and systems for recommending prioritized performance test workloads. An example method generally includes searching one or more external resources using a keyword from a number of keywords associated with a baseline test workload for a software release. The method further includes creating a risk profile for the software release based, at least in part, on a number of matches found in search results resulting from the searching. In addition, the method includes generating a prioritized test workload for execution over one or more prioritized variability dimensions based on the risk profile and the baseline test workload. The method also includes executing a test of the software release based on the prioritized test workload.
    Type: Grant
    Filed: September 13, 2017
    Date of Patent: July 2, 2019
    Assignee: INTUIT INC.
    Inventor: Shreeshankar Chatterjee
  • Patent number: 10332216
    Abstract: A tool for assisting end-users to comply with complex sales tax compliance requirements by electronically preparing a tax return by dynamically creating and providing to each end-user a first data input page having input fields relating only to types and categories of tax for which each end-user's line of business is required to report while suppressing presentation to the end-user data fields which are related to tax types which are not required to be reported or collected for the end-user's line of business. Using the streamlined input page, the end-user only provides the relevant data values and avoids seeing or worrying about irrelevant input values. The tool then electronically prepares one or more tax return forms or data files, and optionally submits those to an electronic server corresponding to the tax authority for the appropriate jurisdiction(s) or produces a paper return.
    Type: Grant
    Filed: May 10, 2013
    Date of Patent: June 25, 2019
    Assignee: INTUIT, INC.
    Inventors: Jonathan Barsade, Todd M. Suzanski
  • Patent number: 10332122
    Abstract: A user's physiological status is monitored and the resulting physiological status data is obtained and analyzed to determine whether a user would benefit from user support intervention. If it is determined that the user would benefit from intervention, an intervention notification is provided to a user support service. The user support service may then provide dynamic and responsive user support. To provide effective, efficient user support, different types of user support can be provided to the user.
    Type: Grant
    Filed: July 27, 2015
    Date of Patent: June 25, 2019
    Assignee: Intuit Inc.
    Inventors: Garron Engstrom, Amir Eftekhari, Ann Catherine Jose, Erik Kaasila, Konstantin Gizdarski
  • Patent number: 10332080
    Abstract: A system and method for automated optimization of budgeted fund allocation to pay bills receives financial data including billing and income data. The data is ordered according to dates and amounts and the processed to determine payments to be made at certain dates, in order to ensure that minimum payments are satisfied. Amounts over the minimum owed for certain bills are paid when possible, in order to minimize future debt load. Amounts owed are paid, when warranted, in two or more portions on different dates separated by an income event. Payments made and overall financial status is reported to a consumer computing system associated with a consumer.
    Type: Grant
    Filed: July 23, 2014
    Date of Patent: June 25, 2019
    Assignee: Intuit Inc.
    Inventors: Marko Rukonic, Hui Jin, Naren Sulur
  • Publication number: 20190188326
    Abstract: Method and apparatus for providing a personalized self-support service to a user of an online application coupled with an online community forum. Embodiments include obtaining a plurality of questions from the online community forum and obtaining historical user data. Embodiments further include identifying one or more part-of-speech words in the plurality of questions and generating a high-dimensional vector for each question of the plurality of questions based on a frequency of the one or more part-of-speech words. Embodiments further include identifying one or more user features of the plurality of users based on the historical user data and establishing, based on the historical user data, one or more statistical correlations between user features and part-of-speech words. Embodiments further include training a predictive model based on the one or more statistical correlations. Embodiments further include using the predictive model to predict to provide one or more relevant questions to the user.
    Type: Application
    Filed: December 15, 2017
    Publication date: June 20, 2019
    Applicant: INTUIT INC.
    Inventors: Madelaine DAIANU, Yao MORIN, Jonathan LUNT, Joseph B. CESSNA
  • Patent number: 10319043
    Abstract: A method and computer program product for identifying errors in a computerized preparation of an electronic financial document to be submitted to an agency. A financial document preparation program is executed, a first connection is initiated with a computer of the agency, the schema requirements are received from the agency via the first connection, data entry fields are generated, data entered into the data entry fields is received, error rules are generated from the schema requirements, each error rule associated with a respective one of the data entry fields associated with the electronic financial document, the data entered into the data entry fields is checked against the respective error rules to identify schema errors in the data entered into the data entry fields, the electronic financial document is generated based on the data entered into the data entry fields, and the electronic financial document is electronically transmitted to the agency.
    Type: Grant
    Filed: January 29, 2016
    Date of Patent: June 11, 2019
    Assignee: INTUIT INC.
    Inventors: Rajkumar Patel, Eric Dunn, Maurice Clark, Nikolay Kolev, Uma Youts, Gregg Gamble, Laura Grether, Martha Ryan, Jennifer Reeves, Eldwin Pile
  • Patent number: 10311826
    Abstract: A technique for controlling release of data associated with an account is described. During this data-privacy management technique, a computer system provides at least a subset of data associated with an account to a third party based on a first consent (which may be received from a user of the account). This subset may have a first classification based on a taxonomy. Subsequently, the third party may notify the computer system that additional data has been derived from the data. In response, the computer system may determine a second classification of the additional data based on a taxonomy. If this second classification is other than a subset of the first classification, the computer system may request a second consent (for example, from the user).
    Type: Grant
    Filed: June 20, 2018
    Date of Patent: June 4, 2019
    Assignee: INTUIT, INC.
    Inventor: Alex G. Balazs
  • Patent number: 10311248
    Abstract: A method for permission management may include creating a relationship between a client and a firm, receiving, in response to creating the relationship, an assignment of a first role to the firm, receiving, in response to receiving the assignment of the first role, an assignment of a second role to an agent of the firm, and generating, for the agent, a runtime token including token permissions based on the first role and the second role.
    Type: Grant
    Filed: January 27, 2017
    Date of Patent: June 4, 2019
    Assignee: Intuit Inc.
    Inventors: Nadeem Mohammed Yusuf Ilkal, Andrew Ernest Goldfinch, Yi Zhang, Almira Hortensia Niciu-Chiuaru
  • Publication number: 20190163790
    Abstract: A system and method for use with a data management service provides aggregated statistics derived from a large amount of user data extracted from one or more transaction management systems. The aggregated statistics are based on client queries from client systems. The queries request statistical information about a queried user grouping. An input interpreter module uses machine learning to modify the queried user grouping into a plurality of improved user groupings. A statistics calculator module performs a set of calculations on the user data based on the improved user groupings, and returns the results to an output preparer module. The output preparer module uses machine learning to determine which aggregated statistic to return to the client system.
    Type: Application
    Filed: November 29, 2017
    Publication date: May 30, 2019
    Applicant: Intuit Inc.
    Inventors: James Jennings, Yao H. Morin, Mustafa Iqbal, Deepen Prashant Mehta, Ralph Tice, Ravindra Kulkarni, Ganesh Kannappan