Abstract: A method and system facilitates importation and categorization of financial documents in a financial system. The method and system include receiving source data and externally generated metadata associated with a financial document, such as a receipt of purchase. The method and system further include analyzing the metadata and categorizing the financial document based on the metadata.
Type:
Grant
Filed:
July 22, 2015
Date of Patent:
February 19, 2019
Assignee:
Intuit Inc.
Inventors:
Wolfgang Paulus, Luis Felipe Cabrera, Mike Graves
Abstract: The present disclosure relates to optical character recognition using captured video. According to one embodiment, using a first image in stream of images depicting a document, the device extracts text data in a portion of the document depicted in the first image and determines a first confidence level regarding an accuracy of the extracted text data. If the first confidence level satisfies a threshold value, the device saves the extracted text data as recognized content of the source document. Otherwise, the device extracts the text data from the portion of the document as depicted in one or more second images in the stream and determines a second confidence level for the text data extracted from each second image until identifying one of the second images where the second confidence level associated with the text data extracted from the identified second image satisfies the threshold value.
Type:
Grant
Filed:
July 25, 2016
Date of Patent:
February 19, 2019
Assignee:
INTUIT INC.
Inventors:
Vijay Yellapragada, Peijun Chiang, Sreeneel K. Maddika
Abstract: Techniques are disclosed for adjusting user experience of a software application based on paralinguistic information. One embodiment presented herein includes a computer-implemented method for adjusting a user experience of a software application. The method comprises receiving, at a computing device, an audio stream comprising audio of a user. The method further comprises analyzing the audio stream for paralinguistic information to determine an attribute of the user. The method further comprises identifying content of the audio stream. The method further comprises determining one or more actions based on the content of the audio stream. The method further comprises selecting at least one of the one or more actions based on the attribute of the user.
Type:
Grant
Filed:
October 11, 2017
Date of Patent:
February 19, 2019
Assignee:
INTUIT INC.
Inventors:
Raymond Chan, Igor A. Podgorny, Benjamin Indyk
Abstract: A method and system identifies users who benefit from filing itemized deductions over standardized deductions to reduce an average time consumed for users preparing tax returns with a tax return preparation system, according to one embodiment. The method and system receives user data that is associated with a user, and applies the user data to a predictive model to cause the predictive model to determine a likelihood that the user will decrease his/her taxable income by filing an itemized deduction, according to one embodiment. The method and system deemphasizes and/or postpones the presentation of tax return questions that are related to the itemized deduction, if the likelihood that the user will decrease his/her taxable income by filing the itemized deduction is below a threshold, to reduce a quantity of time consumed by the user to prepare his/her tax return with a tax return preparation system, according to one embodiment.
Type:
Grant
Filed:
May 29, 2015
Date of Patent:
February 12, 2019
Assignee:
Intuit Inc.
Inventors:
Yao H. Morin, Massimo Mascaro, Preetam Kumar Ojha
Abstract: One embodiment of the present invention provides a system for distributing an access control service to local nodes. During operation, the system receives, at a node in a network, a policy file comprising access policies for resources in the network, wherein the access policies are associated with attributes of profiles, and wherein the profiles are associated with clients. Next, the system compiles, at the node, the policy file into an optimized data structure. Finally, the system stores, at the node, the optimized data structure in memory to facilitate subsequent local lookups of permissions associated with the attributes and the resources.
Abstract: The disclosed embodiments provide a system that authenticates a user. During operation, the system obtains a request to transfer an authentication of the user on a first electronic device to a second electronic device. Next, the system enables, in response to the request, an authentication mechanism for transferring the authentication of the user from the first electronic device to the second electronic device. Upon detecting use of the authentication mechanism on the first electronic device or the second electronic device, the system authenticates the user on the second electronic device without requiring authentication credentials for the user from the second electronic device.
Type:
Grant
Filed:
September 16, 2014
Date of Patent:
February 12, 2019
Assignee:
Intuit Inc.
Inventors:
Tony Chang, Nathan R. Kane, Morgan DeBaun, Brendan D. McDonald
Abstract: Systems, methods, and articles of manufacture for associated tax data in a tax data item with a tax entity to which the tax data item pertains. A computerized tax return system is configured to access a tax data item having tax data regarding a tax entity. The system stores tax entity record(s) for one or more tax entities related to a tax return. The system has a set of matching rules for matching tax data from the tax data item with key attributes of the tax entity record(s) for a respective tax topic, and a matching algorithm for utilizing the matching rules to compare utilize the matching rules to compute a matching score. The tax return system determines a matching tax entity using the matching score. The system associates the matching tax entity with the tax data and generates a normalized data set for the tax data item.
Abstract: A re-stacking and security vulnerability data display is generated that includes individual graphic representations of instances (virtual computing systems) used to provide a software application in a cloud computing environment. The re-stacking and security vulnerability data display shows a launch date for each instance, a termination date for the instance, an indication of an instance vulnerability score assigned to the instance, and the base instance creation template release dates for each of the base instance creation templates. Consequently, the re-stacking policy and security vulnerabilities associated with that re-stacking policy for an account can be readily determined by a simple examination of the re-stacking and security vulnerability data display. As a result, any potential security issues and vulnerabilities can be readily identified and addressed.
Type:
Grant
Filed:
January 24, 2017
Date of Patent:
February 5, 2019
Assignee:
Intuit Inc.
Inventors:
Thomas M. Pigoski, II, Theresa M. Dayog, Edward L. Farmer, Rajan Bansal, Mark Richard Friberg
Abstract: Techniques are disclosed for restoring application services following a service disruption to a computer network. A faster service restoration (FSR) engine identifies one or more services hosting at least one of the services. The FSR engine identifies dependencies between the service and other application services. The FSR engine generates a run list comprising one or more healing scripts for restoring the services in one or more successive phases. Each successive phase is determined based on the dependencies. Each healing script is associated with one of the services and includes instructions for starting, stopping, and restarting the service. The run list is invoked on each of the servers to restore the application.
Abstract: Invoice related financial transaction data is obtained and integrated into a personal financial management and bill payment system. All invoices represented in the invoice related financial transaction data having the same payor user of the personal financial management and bill payment system and the same payee business are then identified and collected into aggregated same payor/same payee invoice related financial transaction data. The aggregated same payor/same payee invoice related financial transaction data is then analyzed to determine the aggregated total amount owed to the payee business by the payor user and this aggregated total amount is processed as a single payment due item by the personal financial management and bill payment system.
Type:
Grant
Filed:
July 26, 2016
Date of Patent:
January 29, 2019
Assignee:
Intuit Inc.
Inventors:
Elangovan Shanmugam, Sean McCluskey, Jesse Aaron Axelowitz, Ashwin Singh Khurana, Michael J. Seilnacht
Abstract: Techniques are disclosed for assisting a support agent based on paralinguistic information determined from a user interacting with a software application. One embodiment presented herein includes a computer-implemented method. The method includes receiving, at a computing device, an audio stream including audio of a user interacting with an application. The method also includes evaluating the audio stream to identify a collection of paralinguistic information present in the audio stream. The paralinguistic information includes a set of descriptors characterizing acoustic aspects of the audio that are distinct from verbal content of the audio. The method further includes determining, from the paralinguistic information, attribute measures associated with the user interacting with the application.
Type:
Grant
Filed:
October 27, 2016
Date of Patent:
January 29, 2019
Assignee:
INTUIT INC.
Inventors:
Benjamin Indyk, Igor A. Podgorny, Raymond Chan
Abstract: A computer-implemented method of generating rich content webpages from a question and answer (Q&A) library includes providing a topic and one or more seed questions related to the topic. The computing device searches the one or more seed questions against all questions in the Q&A library and identifies questions related to the topic. The computing device clusters the text of the questions related to the topic into a plurality of clusters and then removes substantial duplicates from the plurality of clusters. The computing device generates a rich content webpage by aggregating a question from each cluster onto a single webpage containing the topic.
Type:
Grant
Filed:
May 20, 2014
Date of Patent:
January 29, 2019
Assignee:
Intuit Inc.
Inventors:
Nima Sarshar, Jonathan Goldman, Igor A. Podgorny, Todd Goodyear
Abstract: The present disclosure relates to gateway path variable detection for metric collection. In some embodiments, a gateway receives a plurality of requests from one or more clients, wherein each request of the plurality of requests is directed to a service and comprises a path. In some embodiments, the gateway separates the path of each request into one or more sub-paths and inserts nodes representing each sub-path into a tree hierarchically based on the path, excluding redundant nodes. If a node has a parent node in the tree, in some embodiments, the gateway determines whether a number of child nodes of the parent node exceeds a variance threshold and, if so, identifies the sub-path as a variable and collapses all nodes at the same level into one node representing the variable, inserting child nodes of collapsed nodes as child nodes of the one node, and removing redundant child nodes.
Abstract: The invention relates to a method for gateway policy enforcement. The method includes receiving configuration data from a services registry. Also, the method includes annotating, based on the configuration data, a plurality of policies with flags. In addition, the method includes binding, using the annotations of the policies, a route to at least one of the annotated policies.
Type:
Grant
Filed:
April 29, 2016
Date of Patent:
January 22, 2019
Assignee:
INTUIT INC.
Inventors:
Jason Michael Webb, Amit Ramchandra Jere, Thomas Barnes, Miroslav Svetoslavov Boussarov, Viraj Raghunath Kulkarni, Shailesh Shamarao Sawant, Santosh Shenoy, Michael Scott Obendorf
Abstract: A method and system provides personalized search results to users of a data management system. The method and system receives a search query from a user and generate initial search results including a plurality of assistance documents relevant to the query data. The method and system utilizes natural language analysis and machine learning processes to analyze the query data, user attributes data, and the assistance documents in order to generate personalized previews of the assistance documents for the user. The method and system output personalized search results to the user including the personalized previews of the assistance documents.
Type:
Application
Filed:
April 19, 2018
Publication date:
January 17, 2019
Applicant:
Intuit Inc.
Inventors:
Igor A. Podgorny, Benjamin Indyk, Ling Feng Wei
Abstract: A customer self-help system employs artificial intelligence to generate personalized self-help content that is responsive to a user query submitted to the customer self-help system, according to one embodiment. The customer self-help system includes a pre-processor that characterizes and categorizes the self-help content into self-help content components, by using one or more content processing algorithms (e.g., a natural language processing algorithm), according to one embodiment. The customer self-help system includes an intent extractor engine that determines characteristics of the user query based on the user query and user profile data, according to one embodiment. The customer self-help system aggregates portions of the self-help content components into a personalized self-help content by matching characteristics of the user query with characteristics of the self-help content, according to one embodiment.
Type:
Application
Filed:
July 14, 2017
Publication date:
January 17, 2019
Applicant:
Intuit Inc.
Inventors:
Benjamin Indyk, Igor A. Podgorny, Ling Feng Wei, Faraz Sharafi
Abstract: A method for monitoring application program interface integrations is provided. The method includes identifying, based on monitored transactions, a plurality of run time dependencies between at least two services. Also, the method includes creating, for each of the identified dependencies, a context of the dependency. In addition, the method includes setting a baseline state of a system utilizing the contexts.
Type:
Application
Filed:
April 29, 2016
Publication date:
January 17, 2019
Applicant:
Intuit Inc.
Inventors:
Jason Michael Webb, Amit Ramchandra Jere, Thomas Barnes, Shashi R. Shilarnav
Abstract: The disclosed embodiments provide a system that manages synchronization between a profile store and a source of truth that is used to update the profile store via a real-time link. During operation, the system obtains a request to compare a first set of attributes from a profile for an entity in the profile store with a source of truth. During a pre-specified period for delaying processing of the request, the system reduces a load on the source of truth by ignoring additional requests to compare the profile with the source of truth. After the pre-specified period has passed, the system obtains a first set of attributes from the profile and a second set of attributes for the entity from the source of truth. The system then compares the first and second sets of attributes to detect and correct mismatches between the first and second sets of attributes.
Type:
Grant
Filed:
October 30, 2015
Date of Patent:
January 15, 2019
Assignee:
INTUIT INC.
Inventors:
Tobias Ullrich, Lars Pfannenschmidt, Frank Wisniewski, Thorsten Kruger, Shabbir Y. Rajgara, Guohan Gao