Abstract: An exemplary process management server disclosed herein comprises a machine-learning model that may be trained to expose processes from a message stream in response to a training table. In one embodiment, one or more performance metrics of the exposed processes may be monitored to identify a process anomaly or other change in process performance, and to dynamically modify one or more process components in response thereto. Such an arrangement improves system performance, efficiency and resource utilization. For example, system performance may be improved by re-ordering process steps to minimize resource overlap. Efficiency and resource utilization may be improved by re-ordering process steps to maximize parallel processing and reduce lag times and bottlenecks.

Abstract: An exemplary process management server disclosed herein comprises a machine-learning model that may be trained to expose processes from a message stream in response to a training table. In one embodiment, one or more performance metrics of the exposed processes may be monitored to identify a process anomaly or other change in process performance, and to dynamically modify one or more process components in response thereto. Such an arrangement improves system performance, efficiency and resource utilization. For example, system performance may be improved by re-ordering process steps to minimize resource overlap. Efficiency and resource utilization may be improved by re-ordering process steps to maximize parallel processing and reduce lag times and bottlenecks.

Abstract: Systems, methods and articles of manufacture for preparing an electronic tax return for a taxpayer which automatically access tax documents from sources of tax documents, such as financial institutions at which the taxpayer has an account. The system receives a request from a tax preparer for tax data regarding a taxpayer. The system analyzes a prior year tax return for the taxpayer and identifies tax documents used to prepare the tax return. The system identifies the source and the type of tax document. The system generates a request to the taxpayer to access the tax documents for the current tax year. The request allows the taxpayer to provide account credentials to access the tax documents from the source. The system accesses the tax documents from the source using the account credentials. The system converts the tax documents into a standard data structure which is automatically imported into a tax return.

Abstract: An exemplary process management server disclosed herein comprises a machine-learning model that may be trained to expose processes from a message stream in response to a training table. In one embodiment, one or more performance metrics of the exposed processes may be monitored to identify a process anomaly or other change in process performance, and to dynamically modify one or more process components in response thereto. Such an arrangement improves system performance, efficiency and resource utilization. For example, system performance may be improved by re-ordering process steps to minimize resource overlap. Efficiency and resource utilization may be improved by re-ordering process steps to maximize parallel processing and reduce lag times and bottlenecks.