Intuit Patent Applications

GLOBALLY SCALABLE SOLUTION

Granted: May 4, 2017
Application Number: 20170123634
A system to configure a software solution involves a system that 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 from multiple configurable user interfaces of the software solution, and select, based on the user attribute of the user, a configurable workflow from multiple configurable workflows of the software solution, (ii) a computer server configured to perform a…

FEEDBACK LOOPS FOR MANAGING PROFILE STORE SYNCHRONIZATION ISSUES

Granted: May 4, 2017
Application Number: 20170124168
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 first set of attributes from a profile for an entity in the profile store. Next, the system obtains 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…

MANAGING SYNCHRONIZATION ISSUES BETWEEN PROFILE STORES AND SOURCES OF TRUTH

Granted: May 4, 2017
Application Number: 20170124169
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 first set of attributes from a profile for an entity in the profile store 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 for mismatches between the first and second sets of…

METHOD AND SYSTEM FOR PERFORMING A PROBABILISTIC TOPIC ANALYSIS OF SEARCH QUERIES FOR A CUSTOMER SUPPORT SYSTEM

Granted: May 4, 2017
Application Number: 20170124184
A method and system uses a probabilistic topic model to identify topics that are relevant search query terms received by a customer support system from a user, according to one embodiment. The probabilistic topic model identifies topics that are relevant to the search query terms at least partially based on the context around the receipt of the search query terms, according to one embodiment. By identifying relevant topics at least partially based on the context around the receipt of the…

ESCROW PERSONALIZATION SYSTEM

Granted: May 4, 2017
Application Number: 20170124663
Computer systems for escrowing of selected data of an online tax return preparation application for use in executing models such as predictive models to generate tax return topic rankings, which are provided to the online tax return application and displayed to a user and are personalized in that they reflect or are based on actual tax return data of the user. Escrow system components may operate independently of the online application such that small portions of a very large amount of…

AUTOMATICALLY MODIFYING COMPUTER PARAMETERS AS AN INCENTIVE FOR COMPLYING WITH DATA POLICIES

Granted: May 4, 2017
Application Number: 20170126585
One embodiment of the present invention provides a system for automatically modifying computer parameters as an incentive for complying with data policies. During operation, the system receives, at a computing system, a data policy definition, wherein the data policy definition comprises: one or more metrics associated with data usage, and one or more desired vectors associated with the one or more metrics. Next, the system receives, at the computing system, usage statistics for data,…

SELECTIVE ENCRYPTION OF PROFILE FIELDS FOR MULTIPLE CONSUMERS

Granted: May 4, 2017
Application Number: 20170126644
The disclosed embodiments relate to a system that provides a selective encryption technique that encrypts all of the fields in a profile, and selectively enables consumers of the profile information to decrypt specific fields in the profiles. This is accomplished by encrypting each field in the profile using a randomly generated symmetric key, and then encrypting the symmetric key for each field with public keys belonging to individuals who are authorized to access each field. These…

METHOD AND SYSTEM FOR DYNAMICALLY UNBLOCKING CUSTOMERS IN CRITICAL WORKFLOWS USING PRE-DEFINED UNLOCK CODES

Granted: April 27, 2017
Application Number: 20170118138
Pre-defined unlock codes are generated that are associated with defined access related error codes. When an access issue is encountered, the pre-defined unlock code associated with the received error code is provided to the blocked user. When the blocked user provides the pre-defined unlock code associated with the received error code, the user is provided access to the software application on a temporary basis. Therefore, embodiments of the present disclosure provide a technical…

METHOD AND SYSTEM FOR DYNAMICALLY UNBLOCKING CUSTOMERS IN CRITICAL WORKFLOWS BY PUSHING COMMUNITY CONTRIBUTED SOLUTIONS JUST-IN-TIME WHEN AN ERROR IS ENCOUNTERED

Granted: April 13, 2017
Application Number: 20170102989
Error occurrence/recurrence rates from multiple users of a software system are monitored. In one embodiment, log error data and context data associated with a critical issue is provided to a server side repository. When it is detected that a threshold number of users of a software application are facing the same critical issue a community portal is updated with a facility for users to post their solutions, i.e., workarounds, and/or observations, and/or comments, associated with the…

METHOD AND SYSTEM FOR ENABLING SELF-MONITORING VIRTUAL ASSETS TO CORRELATE EXTERNAL EVENTS WITH CHARACTERISTIC PATTERNS ASSOCIATED WITH THE VIRTUAL ASSETS

Granted: March 9, 2017
Application Number: 20170068563
External events are correlated with patterns of characteristics in virtual assets. Upon detection of a pattern in a different asset that matches a pattern corresponding to an event, that detection is treated as a trigger event, with resulting responsive action(s) and other process operations. Security threats are managed in a similar manner, with first security threats being added to a collection of security threats. When a virtual asset detects a change in operating characteristics, a…

METHOD AND SYSTEM FOR CALL QUEUE MESSAGING

Granted: February 9, 2017
Application Number: 20170041464
A method for providing messages to a user during a call includes receiving a call from a user. The method may further include retrieving, based on the call, a unique identifier of the user, and placing the user in a call queue in an order defined by when the call is received. While the user is in the call queue, user data matching the unique identifier of the user is retrieved, the user data is analyzed to identify, based on the prior interaction, a problem of the user with the software…

METHOD AND SYSTEM FOR APPLYING PROBABILISTIC TOPIC MODELS TO CONTENT IN A TAX ENVIRONMENT TO IMPROVE USER SATISFACTION WITH A QUESTION AND ANSWER CUSTOMER SUPPORT SYSTEM

Granted: February 2, 2017
Application Number: 20170032251
A method and system applies a probabilistic topic model to content in a tax environment to improve user satisfaction with a question and answer customer support system, according to one embodiment. The probabilistic topic model may be the Latent Dirichlet allocation algorithm or other implementations of probabilistic topic models, according to various embodiments. The method and system include receiving submission content from a user, according to one embodiment. The method and system…

UNDO FEATURE IN FINANCIAL MANAGEMENT SOFTWARE

Granted: February 2, 2017
Application Number: 20170032319
A method for managing a plurality of financial documents using a financial management application (FMA). The method includes performing a plurality of activities of the FMA, recording, in an activity feed, the plurality of activities and metadata describing characteristics of performing the plurality of activities, selecting, in response to a user request to undo a first activity of the plurality of activities, the first activity from the activity feed, selecting, based on the metadata…

METHOD AND SYSTEM FOR PERSONALIZING AND FACILITATING A TAX RETURN PREPARATION INTERVIEW IN A TAX RETURN PREPARATION SYSTEM BY USING A MULTI-SECTIONAL VIEW OF INTERVIEW CONTENT TO PROGRESS A USER THROUGH THE TAX RETURN PREPARATION INTERVIEW

Granted: January 5, 2017
Application Number: 20170004585
A method and system personalizes and facilitates an electronic tax return preparation interview in a tax return preparation system, using a multi-sectional view of interview content, according to one embodiment. The method and system displays first user income information at least partially based on user data, and displays characteristics for the first user income information in a first section of a user interface to indicate to the user which of the first user income information has…

METHOD AND SYSTEM FOR TESTING CLOUD BASED APPLICATIONS IN A PRODUCTION ENVIRONMENT USING FABRICATED USER DATA

Granted: December 22, 2016
Application Number: 20160371178
An application is implemented in the production environment in which the application will be used. Fabricated user data associated with the application implemented in the production environment is then generated and provided to the application as implemented in the production environment. The fabricated user data is then processed by the application in the production environment to transform the fabricated user data into fabricated user results data. In one embodiment, the fabricated…

METHOD AND SYSTEM FOR IDENTIFYING USERS WHO BENEFIT FROM FILING ITEMIZED DEDUCTIONS TO REDUCE AN AVERAGE TIME CONSUMED FOR USERS PREPARING TAX RETURNS WITH A TAX RETURN PREPARATION SYSTEM

Granted: December 1, 2016
Application Number: 20160350870
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…

METHOD AND SYSTEM FOR AUTOMATICALLY MANAGING SECURE COMMUNICATIONS AND DISTRIBUTION OF SECRETS IN MULTIPLE COMMUNICATIONS JURISDICTION ZONES

Granted: November 17, 2016
Application Number: 20160337406
Communications and security policy data for two or more zones is obtained that includes data indicating allowed protocols for the respective communications jurisdiction zones. Request data indicating a desired exchange of data between a secrets data source in a first zone and a requesting resource in a second zone is received/obtained. The first zone policy data and the second zone policy data is automatically obtained and analyzed to determine an allowed type of communications security…

VIDEO-VOICE PREPARATION OF ELECTRONIC TAX RETURN SUMMARY

Granted: November 10, 2016
Application Number: 20160328804
Methods, systems and computer program products for processing video of tax documents and associated verbal input provided by a user and populating at least a portion of an electronic tax return with processing results. A video/voice processor associated with a tax return preparation application executed by a computing apparatus such as mobile communication device receives a video of a tax document and voice data. The document type is determined using video and/or voice data. Voice to…

VIDEO-VOICE PREPARATION OF ELECTRONIC TAX RETURN SUMMARY

Granted: November 10, 2016
Application Number: 20160328805
Methods, systems and computer program products for processing video of tax documents and associated verbal input provided by a user and populating at least a portion of an electronic tax return with processing results. A video/voice processor associated with a tax return preparation application executed by a computing apparatus such as mobile communication device receives a video of a tax document and voice data. The document type is determined using video and/or voice data. Voice to…

VIDEO-VOICE PREPARATION OF ELECTRONIC TAX RETURN SUMMARY

Granted: November 10, 2016
Application Number: 20160328806
Methods, systems and computer program products for processing video of tax documents and associated verbal input provided by a user and populating at least a portion of an electronic tax return with processing results. A video/voice processor associated with a tax return preparation application executed by a computing apparatus such as mobile communication device receives a video of a tax document and voice data. The document type is determined using video and/or voice data. Voice to…