Abstract: The disclosed embodiments provide a system that facilitates use of an application. During operation, the system obtains a language stack containing an ordered set of preferred languages for a user of the application. Next, for each user-interface component from a set of user-interface components in the application, the system obtains content for the user-interface component based on an order of languages in the language stack. The system then includes the content in the user-interface component during use of the application on an electronic device by the user.
Abstract: Systems, methods and articles of manufacture for determining impact chains from a calculation graph for calculating taxes. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and an impact chain engine. The tax calculation engine is configured to perform a plurality of tax calculation operations based on a tax calculation graph. The impact chain engine is configured to analyze the tax calculation graph and determine an impact chain for each of a plurality of nodes in the graph, wherein an impact chain for a respective node consists of one of (a) each of the other nodes which are affected by the respective node, or (b) each of the other nodes which affect the respective node.
Type:
Grant
Filed:
October 31, 2014
Date of Patent:
March 20, 2018
Assignee:
INTUIT INC.
Inventors:
Gang Wang, Kevin M. McCluskey, David A. Hanekamp, Jr., Luis F. Cabrera, Alex G. Balazs, Henry Tayloe Stansbury
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.
Abstract: Location-based adaptation of financial management system. Crowdsourced feedback regarding financial management system content is tagged with location data such as an IP address and/or geographic location data. Location-specific counters track feedback received from different locations and may involve different languages, dialects, phrases or other manners of expression associated with different countries, states or regions thereof. When pre-determined criteria is satisfied, e.g.
Type:
Grant
Filed:
August 29, 2013
Date of Patent:
March 20, 2018
Assignee:
INTUIT INC.
Inventors:
Taylor M. Candee, Charles H. Taira, Thomas J. Rohlf, Megan E. Caywood
Abstract: Computer-implemented methods, systems and computer program products for directing a current user of a tax preparation application to a portion of the current user's tax document. Images of tax documents of other or prior users are received, and a tax document image is selected. Tax data within the selected tax document image is redacted from the image to generate an image of a template of a tax document. Sections or interface elements of interview screens generated by the tax preparation program are mapped to sections of the template. When the current user selects an interface element such as a field, a pre-determined or selected portion of the template image is presented through the tax preparation application to the current user. The particular field mapped to the particular selected interface element may be identified or highlighted.
Type:
Grant
Filed:
April 30, 2014
Date of Patent:
March 13, 2018
Assignee:
INTUIT INC.
Inventors:
Nankun Huang, Carol A. Howe, Robert E. Bamford, Christopher M. Dye
Abstract: Computer-implemented methods, systems and articles of manufacture for modifying the manner in which interview questions are presented to a user of a tax return preparation application to provide a more personalized experience during preparation of an electronic tax return. A selected question that is consistent with a data model or schema is modified or twisted such that the selected question is reworded or rephrased. The modified question, rather than the original question, is presented to the user. The user's answer to the modified question is converted, mapped or “untwisted” to derive a corresponding answer to the original question that is consistent with the data model or schema utilized by the tax return preparation application. The corresponding answer may then be read by a rule engine or logic agent that utilizes a decision table that defines rules to determine which additional or other questions can be presented to the user.
Type:
Grant
Filed:
July 31, 2014
Date of Patent:
March 13, 2018
Assignee:
INTUIT INC.
Inventors:
Gang Wang, Kevin M. McCluskey, Jay J. Yu, Matthew L. Sivertson
Abstract: Methods, systems, and computer program products for data collection and/or software registration during software installation. One or more embodiments involve a computer presenting a screen or interface comprising a screen to a user through a display, during a software installation process of a software program, a web form embedded into a web screen. The web screen may be installation web screen for the software installation process. In at least one embodiment, the web form allows the user to input data. One or more embodiments further involve the computer providing the data inputted by the user to the software program after the installation process is complete. In one or more embodiments, the data is user identification data, customer information data, software registration data, software configuration data, and/or answers by the user to at least one survey.
Type:
Grant
Filed:
August 30, 2013
Date of Patent:
March 13, 2018
Assignee:
INTUIT INC.
Inventors:
Vinash KS, Richard L. Clark, Soumendra Daas
Abstract: Methods, systems and articles of manufacture for generating interface elements of an electronic tax preparation application to allow a taxpayer or user to view a portion of an image of a tax document that is a source of data for a field of a screen generated by the electronic tax application. The image portion displayed may be a particular box or field of a tax document for a corresponding particular field of the screen generated by the electronic tax preparation or a bounding region including one or more adjacent or surrounding boxes or fields. Embodiments allow taxpayers to view an image of a source document while viewing the data that was entered in the field from within the tax preparation application without having to consult paper copies of the tax documents.
Type:
Grant
Filed:
February 28, 2013
Date of Patent:
March 13, 2018
Assignee:
INTUIT INC.
Inventors:
Nankun Huang, Amir Eftekhari, Carol A. Howe, Alan B. Tifford, Jeffrey P. Ludwig
Abstract: A system and method for providing contextual analytics data receives display entity data into a first virtual container, the display entity data including one or more instructions of the first virtual container. Instructions performing process operations are present within a second virtual container isolated from the first virtual container. The display entity data is analyzed to identify a webpage, for example, associated with the display entity data. If necessary, executable code is injected into the first virtual container in order to expose data of the first virtual container to the operations of the second virtual container so that further identification of the display entity may be made. A request is made by the second virtual container to one or more computing systems to provide available analytics data pertaining to the display entity data, after which the available analytics data is displayed for a user.
Abstract: Methods, systems and articles of manufacture for creating an electronic spreadsheet using a web-based spreadsheet application. A web-server hosting a web-based spreadsheet website comprises one or more computer(s) having at least one computer processor, memory, data storage and a network communication device (e.g. a network adapter). The web-server is configured to transmit a spreadsheet web application to a user computing device (e.g. a personal computer, smartphone, etc.) having a web-browser via the internet. The spreadsheet web application is configured to program the web-browser of the computing device to display and execute a spreadsheet web application having various features and functionality, including one or more of a separate design section and preview panel, a test data feature, line by line building of a spreadsheet without a starting grid of rows and columns, an embedded spreadsheet feature, an embedded worksheet display within a line feature, or any combination of these features.
Abstract: A host computer is coupled to a source of item-level transaction data and a consumer computing device such as a Smartphone. A purchase program determines respective purchase intervals of respective items purchased by consumer from respective merchants using respective item-level electronic transaction data representing prior purchases of respective items by consumer. A shopping list program receives a location of consumer and/or data of an electronic calendar of consumer at host computer, identifies at least one merchant within a pre-determined distance of the received location and/or at which consumer has time to shop as determined from received calendar or schedule data, generates at least one electronic shopping list comprising at least one item previously purchased by consumer from the at least one merchant, and transmits the electronic shopping list from the host computer through a network to a computing apparatus of consumer.
Abstract: Embodiments of a computer system that determines a time history are described. During operation, the computer system receives a single command which accesses information associated with the time history, wherein the command is received from a user, and the information is to be used by financial software. Then, the computer system generates multiple queries corresponding to the time history, where the multiple queries access multiple data sources. Next, the computer system executes the multiple queries to obtain the time history.
Type:
Grant
Filed:
April 22, 2008
Date of Patent:
February 27, 2018
Assignee:
INTUIT INC.
Inventors:
Karl Lew, Ranjit R. Sawant, Michael W. Dehlwes, Rajasivasubramanian Ramanathan
Abstract: A method and system generate sample data set for efficiently and accurately testing a new calculation for preparing a portion of an electronic document for users of an electronic document preparation system. The method and system receive the new calculation and gather historical use data related to previously prepared electronic documents for a large number of historical users. The method and system group the historical users into groups based on the attributes of the historical users. The groups are selected to include groups dedicated to users with rare combinations of attributes, as well as groups for users with more common combinations of attributes. The groups are then sampled by selecting a small number of historical users from each group.
Type:
Application
Filed:
October 27, 2017
Publication date:
February 22, 2018
Applicant:
Intuit Inc.
Inventors:
Saikat Mukherjee, Saneesh Joseph, Cem Unsal
Abstract: Reference architecture pattern role data representing reference architecture pattern roles to be associated with entities taking part in the development, and/or deployment, and/or operation of an application is generated. Reference architecture pattern tier data representing reference architecture pattern tiers used to create, and/or deploy, and/or operate an application using the reference architecture pattern is generated. For each reference architecture pattern role at least one access and/or operational permission is associated with each reference architecture pattern tier. An entity is assigned one of the reference architecture pattern roles and for each reference architecture pattern tier, the entity is automatically provided the at least one access and/or operational permission associated with the reference architecture pattern role assigned to the entity.
Type:
Grant
Filed:
March 2, 2016
Date of Patent:
February 20, 2018
Assignee:
Intuit Inc.
Inventors:
M. Shannon Lietz, Luis Felipe Cabrera, Christian Price, Michelle Nikulshin, Javier Godinez, Sabu Kuruvila Philip, Brad A. Rambur, Scott Cruickshanks Kennedy, Erik Thomas Naugle, William Q. Bonney
Abstract: Methods, systems, and computer program products for an inventory monitor are disclosed. In one or more embodiments, the disclosed method involves predicting a number of inventory items on a future date based at least in part upon a number of the inventory items on the current date and a rate of consumption of the inventory items, which is determined based on prior sales of the inventory items. The method also involves determining a price trend of the inventory items. In addition, the method involves determining whether to purchase the inventory items on the current date based at least in part upon the predicted number of inventory items, a rate of consumption of the inventory items, and a price trend of the inventory items. Further, the method involves displaying to the user an indicator of whether to purchase the inventory items on the current date or on a later date.
Abstract: Biometric data is collected to obtain more detailed, connected, and reliable feedback data from users of an interactive software system that has a more empirical and objective basis. The biometric data is then used to create emotional pattern predictive model data representing emotional pattern predictive models associated with users of the interactive software system. The individual emotional pattern predictive models associated with multiple users of the interactive software system are then analyzed and processed to generate emotional pattern profile data for categories of users. These biometric data based predictive models are then used for targeted product diagnosis, targeted interventions, targeted marketing/upsell attempts, and grouping and analysis of feedback and user categories and feedback sources.
Type:
Grant
Filed:
October 30, 2015
Date of Patent:
February 13, 2018
Assignee:
Intuit Inc.
Inventors:
Yao H. Morin, Vi Joy Caro, Massimo Mascaro, Luis Felipe Cabrera, Amir Eftekhari, Nankun Huang, Damian O'Malley, Art Tawanghar
Abstract: Methods, systems and articles of manufacture for analyzing a government form for a filer to be filed with an appropriate government agency. A computerized form analysis system receives a plurality of data values for completing the government form. The system creates a first feature vector using the plurality of data values representing the first government form. The form analysis system compares the first feature vector to a set of training set feature vectors for previously filed government forms. Each of the training set feature vectors is associated with a respective known outcome in filing the form, such as a positive outcome or negative outcome. The system determines that the first feature vector is similar to one or more training set feature vectors and based upon this determination, and the likelihood of an expected outcome in filing the first government form based on this determination.
Abstract: Secret application and maintenance policy data is generated for different classes of data. The class of data to be protected is determined and the secret application and maintenance policy data for the determined class of the data to be protected is identified and obtained. Required secrets data representing one or more secrets to be applied to the data to be protected is obtained and then automatically scheduled for application to the data to be protected in accordance with the secret application and maintenance policy data for the determined class of the data to be protected. Maintenance of the one or more secrets is also automatically scheduled in accordance with the secret application and maintenance policy data for the determined class of the data to be protected.
Type:
Grant
Filed:
November 1, 2013
Date of Patent:
February 13, 2018
Assignee:
Intuit Inc.
Inventors:
Brett Weaver, Sabu Kuruvila Philip, Troy Otillio, Jinglei Whitehouse, III, Oleg Gryb, Jeffrey M. Wolfe, Ankur Jain, M. Shannon Lietz, Luis Felipe Cabrera
Abstract: Methods, systems and computer program products for segmenting users of a website of an online tax preparation application after segmentation or filter criteria has already been programmed by use of selected dynamic, user-defined or supplemental attributes and associated data provided to a segmentation module independently of previously programmed segmentation attributes and data thereof. Programmed attribute data and supplemental attribute data in different formats may be processed and merged or aggregated together such that subsequent queries can specify at least one external or supplemental attribute that was not previously programmed within a segmentation module, while also considering data of one or more of the programmed attributes.
Type:
Grant
Filed:
November 25, 2013
Date of Patent:
February 13, 2018
Assignee:
INTUIT INC.
Inventors:
Ankur Barua, Hoa Thi Le-Resnick, Reid Daniel Burkhardt