Intuit Patent Grants

Method and system for linking social media systems and financial management systems to provide social group-based marketing programs

Granted: May 23, 2017
Patent Number: 9659306
Marketing program data associated with a social group-based marketing program offered by a merchant is obtained. Access to social group identification data identifying two or more socially connected consumers and their respective financial data is obtained and analyzed to identify two or more spending and socially connected consumers. Two or more marketing program eligible spending and socially connected consumers who meet defined marketing program eligibility criteria are then…

Method and apparatus for filtering undesirable content based on anti-tags

Granted: May 23, 2017
Patent Number: 9660947
One embodiment of the present invention provides a system that facilitates filtering undesirable content based on anti-tags. During operation, the system receives items of content. Next, the system receives an anti-tag, wherein an anti-tag describes content that a user has elected not to receive. The system then analyzes the items of content to identify one-or-more undesirable items of content that satisfy the anti-tag. Next, the system filters the one-or-more undesirable items of…

Dynamic sample paycheck

Granted: May 9, 2017
Patent Number: 9646287
A method to generate a sample paycheck includes receiving, by a computer processor and from a user, a reduced portion of employee setup data prior to receiving a remainder portion of the employee setup data, where the reduced portion of employee setup data comprises at least partial employee payroll information, inputting the reduced portion of employee setup data into a payroll software application, dynamically generating, by the computer processor and prior to receiving the remainder…

Handsfree point-of-sale

Granted: May 9, 2017
Patent Number: 9646295
A system for performing a point-of-sale (POS) transaction. The system includes a POS device configured to receive an item order input specifying an item that is listed in a pre-determined inventory list of a merchant, receive a hands-free confirmation that the item is to be purchased by a customer, and prompt, in response to the hands-free confirmation, the customer to select a payment method, and a wearable device worn by the merchant and configured to obtain the hands-free confirmation…

Emotion recognition to match support agents with customers

Granted: May 9, 2017
Patent Number: 9648171
An application infers emotional states of support agents from facial recognition data collected from support calls processed by the support agents. The application determines an outcome of each of the support calls based on feedback indicating user experience with the support agents. The application correlates outcomes of the support calls based on different topics with the emotional states. Upon receiving a request to initiate a support call, the application predicts, from the…

Method and system for providing a net effect platform for developing and correcting screen scraping parser scripts

Granted: May 2, 2017
Patent Number: 9639507
Individuals using a data management system are provided the capability to make corrections to default values presented in a simulation of at least part of a webpage including default data indicating the layout of the webpage, and/or one or more identified data fields determined by heuristic analysis and/or from data collected from other individuals/users. These contributing individual corrections are then transformed into contributing individual originated parser scripts associated with…

Systems and methods for tax data capture and use

Granted: May 2, 2017
Patent Number: 9639900
A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer…

Financial management system categorization utilizing image or video acquired with mobile communication device

Granted: April 25, 2017
Patent Number: 9633385
Systems, methods and computer program products for item categorization. A mobile communication device such as a smartphone is utilized by a consumer to acquire an image or video of a barcode or other machine readable indicia associated with an item. The image or video is processed to identify read or scan the barcode to determine corresponding numerical data or a code, which is used to identify the specific item selected by the consumer for purchase from a merchant. The identified…

Method and apparatus for using augmented reality for business graphics

Granted: April 25, 2017
Patent Number: 9633476
One embodiment provides a system for using Augmented Reality (AR) to facilitate displaying business graphics. The system receives at a computer system a video stream including an image of a marker, the marker being a physical object that is manipulated by the user and is recognizable by the computer system. The system recognizes the marker and receives from the user a selection of a business graphic. Next, the system renders the business graphic over the image of the marker in the video…

Adaptive geolocation of users to facilitate use of geofences

Granted: April 25, 2017
Patent Number: 9635500
The disclosed embodiments provide a system that facilitates geolocation of a user. The system includes a server and an electronic device. First, the server receives a location of the user from an electronic device of the user and determines a window around the location. Next, the server transmits the window and one or more geofences within the window to the electronic device. The electronic device then obtains one or more precision buffers associated with one or more levels of accuracy…

Streamlined data entry based on data relationships

Granted: April 4, 2017
Patent Number: 9613105
During a data-entry technique, a subset of desired information is determined based on an attribute of the user (such as an identifier). For example, the subset of the information may be associated with at least a field in a document, and the remainder of the information may be associated with at least a second field. This second field may be: empty, related to the subset of the information, and/or redundant with the subset of the information. Using the determined subset of the…

Method and system for public and private template sharing

Granted: April 4, 2017
Patent Number: 9613380
A method for sharing templates for use with a financial management application (FMA) includes receiving, from each of multiple financial professionals, a company profile including a chart of accounts for a business operating within a commercial industry and at a geographic location, generating profile templates including, for each profile, a template including the commercial industry, the geographic location, and a redacted chart of accounts of the profile, receiving, from each of the…

System and method for user contributed website scripts

Granted: April 4, 2017
Patent Number: 9614899
A system and method for managing website scripts includes operations which provide for user contributed website scripts for use by consumer users and computing systems providing services on their behalf. User contributed website scripts are used to periodically gather user data. Following receipt of a user contributed website script, validation operations are performed in order to ensure that the user contributed website script operates properly. Once an initial determination is made…

Method and system for providing a tablet swiping calculator function

Granted: March 28, 2017
Patent Number: 9606956
A listing of data is displayed in a tablet swiping calculator function display with the listing of data including two or more numerical data entries. A capability to select at least one mathematical operation is provided through the tablet swiping calculator function display along with the capability to select at least two of the two or more numerical data entries through the tablet swiping calculator function display. When the at least two of the two or more numerical data entries are…

Mobile payment via a virtual peripheral device

Granted: March 28, 2017
Patent Number: 9607297
During a financial transaction, a customer provides a token that identifies the customer to a peripheral device (which is other than a credit-authorization terminal or a magnetic-stripe reader) coupled to the point-of-sale terminal. Then, a unified point-of-sale service object executing on the point-of-sale terminal, which is a driver for a virtual peripheral device, performs one or more operations based on at least the token to obtain financial information associated with the customer.…

Method and system for providing relevant sale event notifications using financial transaction data and location data

Granted: March 28, 2017
Patent Number: 9607318
Financial data associated with a consumer is obtained and analyzed to generate merchant watch list data associated with consumer. Sale events data is obtained associated with one or more sale events being sponsored by one or more merchants. Geographic position data associated with the consumer is the monitored and obtained. The merchant watch list data, the sale events data, and the geographic position data associated with the consumer, is then analyzed to identify matched sale event…

Method and system for providing security aware applications

Granted: March 14, 2017
Patent Number: 9596251
Instructions for monitoring and detecting one or more trigger events in assets used to implement an application are generated. Instructions for implementing at least one responsive action associated with each of the one or more trigger events is generated. At least part of instructions for monitoring and detecting the one or more trigger events is provided to an asset used to implement the application. The at least part of the instructions for monitoring and detecting the one or more…

Method and system for providing an encryption proxy

Granted: February 14, 2017
Patent Number: 9569630
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…

Using interactive scripts to facilitate web-based aggregation

Granted: February 7, 2017
Patent Number: 9563718
Some embodiments of the present invention provide a system that facilitates interactivity during automated web-site accesses. During operation, the system executes a script which automatically accesses one or more websites. While executing the script, the system retrieves user-specific data associated with a user. The system then uses the user-specific data to access a target website. While accessing the target website, the system receives an interactivity request which the system…

Secure verification of website claims

Granted: February 7, 2017
Patent Number: 9565197
The disclosed embodiments provide a system that facilitates use of a website. During operation, the system enrolls a claim containing an assertion of a characteristic of the website with a central authority. To enroll the claim, the system obtains the claim from an issuer of the claim and includes a first secure attribute with the claim, wherein the first secure attribute is signed with a first private key of the central authority. Next, the system enables verification of the claim using…