Abstract: Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.

Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.

Abstract: A method may include obtaining a table including a table schema including definitions of native fields, adding a value of a custom field to the table by inserting, in a native field, a native field value including (i) an identifier (ID) of the custom field and (ii) the value of the custom field, and storing a definition of the custom field in a custom field registry external to the table. The custom field may be undefined by the table schema. The method may further include receiving a request to perform an operation on the table, generating, from the request, a query on a subset of the native fields and the custom field, executing the query to obtain query results, and transmitting, in response to the request, the query results.

Abstract: Certain aspects of the present disclosure provide techniques for improving a user experience of an application. Embodiments include receiving user activity information related to activities of a user during use of the application. Embodiments include providing the user activity information as input to a predictive model. The predictive model may have been trained using historical activity data and historical solution data associated with a plurality of users to determine actionable solutions to issues related to use of the application. Embodiments include determining, based on output from the predictive model, an actionable solution to an issue related to use of the application by the user. Embodiments include providing the actionable solution to the user via a user interface associated with the application. The actionable solution may be provided without being initiated by the user.

Abstract: Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.

Abstract: A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.

Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.

Abstract: A method may include obtaining, from a user, an initial expression including an operator and an input extracted from a data source. The operator may be applied to the input. The method may further include obtaining, using a contextual mapping data structure, a contextualized expression including the input and the data source. The contextual mapping data structure may include a context corresponding to the user. The method may further include generating a result by evaluating the contextualized expression, obtaining, using a rule table, a validation rule corresponding to the contextualized expression, and triggering an alert in response to applying the validation rule to the result.

Abstract: Certain aspects of the present disclosure provide techniques for improving a user experience of an application. Embodiments include receiving user activity information related to activities of a user during use of the application. Embodiments include providing the user activity information as input to a predictive model. The predictive model may have been trained using historical activity data and historical solution data associated with a plurality of users to determine actionable solutions to issues related to use of the application. Embodiments include determining, based on output from the predictive model, an actionable solution to an issue related to use of the application by the user. Embodiments include providing the actionable solution to the user via a user interface associated with the application. The actionable solution may be provided without being initiated by the user.

Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.

Abstract: A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

Abstract: The present disclosure is directed towards systems and methods for using a filter for groups. The includes a device, intermediary to a plurality of clients and a plurality of servers, receiving a request to access an application from a user. The intermediary device can identify a filter corresponding to a number of bits in an index of values. The number of bits in the index may correspond to a number of groups, a bit position in the index may correspond to an index value identifying a respective group, and a bit value may determine if the application corresponds to the respective group. The intermediary device may determine, from the filter and using the index of values, identification of the groups corresponding to the request and apply policies to the request based on the identified groups.

Abstract: A method of mapping locale data names stored in a cross platform database is disclosed. In the described embodiment, the database is formatted and the attributes are loaded in the formatted database. An attribute associated with a source platform is selected and the database is queried for the selected attribute. The selected attribute is then provided to the target platform.

Abstract: A method is provided for performing a component product integration sync. In the method, a component product extensible markup language (XML) schema is generated. A number of component products to be integrated together in a software system are then identified. A component product XML file is generated for each identified component product according to the generated component product XML schema. The generated component product XML files are used to verify compatibility of the identified component products when integrated together in the software system. Once compatibility of the identified component products is verified, the software system can be built with a high expectation of success.

Abstract: Methodology that enables an email sender to view and send a message in substantially any desired character set, and apparatus to perform the methodology. The methodology and apparatus taught herein also enable email software to automatically display a message utilizing the proper character set or sets. This methodology and apparatus further enables mail software to automatically include in the mail message sufficient information to meet the previously defined needs utilizing standard MIME conventions. According to one aspect of the present invention, there is provided a flexible flat file syntax that holds per-locale information about mail, based on MIME conventions. The information in the file is used to build a database that may be used by mail clients through a new API. The contents of the file can also be configured by users to fit their individual and specific mail needs.

Abstract: A method of mapping locale data names stored in a cross platform database is disclosed. In the described embodiment, the database is formatted and the attributes are loaded in the formatted database. An attribute associated with a source platform is selected and the database is queried for the selected attribute.