Intuit Patent Applications

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…

RENDERING GRAPHICAL ASSETS NATIVELY ON MULTIPLE SCREENS OF ELECTRONIC DEVICES

Granted: November 3, 2016
Application Number: 20160322029
The disclosed embodiments provide a system that facilitates execution of an application on an electronic device. During operation, the system obtains a font file comprising a set of scalable representations of graphical assets used in the application. Next, the system obtains a layout of a user interface of the application. The system then obtains, from the layout, a mapping of a user-interface element in the user interface to a scalable representation of a graphical asset in the font…

METHOD AND SYSTEM FOR PROVIDING AN ENCRYPTION PROXY

Granted: September 22, 2016
Application Number: 20160275296
An encryption proxy is instantiated in a first computing environment and includes encryption proxy authentication data for identifying itself to a secrets distribution management system in a second computing environment as a trusted virtual asset to receive and cache encryption key data in a secure encryption key cache outside the second computing environment. The encryption proxy requests one or more encryption keys to be cached and is then provided encryption key data representing the…

METHODS SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR APPLYING GENERATED RULES FOR PERSONALIZED INTERVIEW EXPERIENCE

Granted: September 22, 2016
Application Number: 20160275627
Methods, systems and computer program products for generating decision and meta rules used for determining which questions to present to a tax preparation application user and determine whether a tax situation or topic is applicable to the user. Decision and meta rule sets are generated for tax topics such that as inputs or answers to questions are received and no generated decision rule can be executed, at least one generated meta rule is execute to invalidate one or more generated…

SYSTEM AND METHOD TO CONNECT A USER OF A PRODUCT TO CONTACTS OF THE USER WHO ARE PROMOTERS

Granted: August 25, 2016
Application Number: 20160247191
A method for connecting users of a software application, including registering a first version of the software application. The method further includes transmitting, to a matching server, a contact list including personally identifiable information of users of the software application. The method further includes receiving, from the matching server, a promoter contact selected, according to a promotion criterion, from the users of the software application in the contact list. The method…

METHOD AND APPARATUS FOR AUTOMATING THREAT MODEL GENERATION AND PATTERN IDENTIFICATION

Granted: August 25, 2016
Application Number: 20160248798
A method and system for automating threat model generation and pattern identification for an application includes identifying components of an application, and receiving security information that identifies whether security measures were implemented within the application to secure the application against security threats. The method further receives an identification of external events, and receiving first patterns from one or more first virtual assets. A database is populated with the…

METHOD AND SYSTEM FOR PROVIDING A SECURE SECRETS PROXY AND DISTRIBUTING SECRETS

Granted: August 11, 2016
Application Number: 20160234015
A secure secrets proxy is instantiated in a first computing environment and includes secure secrets proxy authentication data for identifying itself to a secrets distribution management system in a second computing environment as a trusted virtual asset to receive and cache secrets data in a secure secrets cache outside the second computing environment. A virtual asset requests one or more secrets, triggering a process to authenticate the requesting virtual asset, gathering authorized…

METHOD AND SYSTEM FOR PRO-ACTIVE DETECTION AND CORRECTION OF LOW QUALITY QUESTIONS IN A QUESTION AND ANSWER BASED CUSTOMER SUPPORT SYSTEM

Granted: July 28, 2016
Application Number: 20160217472
User satisfaction with answers that may be provided through a question and answer based customer support system is predicted by pre-submission analysis of the attributes of the question itself before the answer is generated. Questions being entered into the question and answer based customer support system that are not likely to satisfy either an asking user submitting a question, or subsequent searching users accessing the resulting question and answer pair, are labeled improperly…

SYSTEM AND METHOD FOR USE OF ALTERNATING LEAST SQUARES TO IDENTIFY COMMON PROFILES OF TAX FILERS AND TAILOR THE TAX PREPARATION PROCESS BASED ON THE PROFILE FOR THE INDIVIDUAL TAX FILER

Granted: July 28, 2016
Application Number: 20160217533
A method and system for providing a tax return preparation system with an analytics modules includes matching a user to one or more common user profiles. The analytics module generates a plurality of common profiles by applying an alternating least squares algorithm to a large matrix including data from a large number of previously prepared tax returns. The analytics module matches the user to one or more of the common profiles by comparing data received from the user with the common…

METHOD AND SYSTEM FOR IDENTIFYING SOURCES OF TAX-RELATED INFORMATION TO FACILITATE TAX RETURN PREPARATION

Granted: July 28, 2016
Application Number: 20160217534
A method and system gathers user tax data for a user, from one or more sources of tax information, to prepare the user's tax return within a tax return preparation system, in one embodiment. The method and system populate a database with relationships between existing user metadata and one or more sources of tax information, in one embodiment. The method and system analyze new user metadata for the user to identify which of the one or more sources of tax information are relevant to the…