Intuit Patent Grants

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…

Testing insecure computing environments using random data sets generated from characterizations of real data sets

Granted: January 31, 2017
Patent Number: 9558089
The disclosed embodiments provide a system that facilitates testing of an insecure computing environment. During operation, the system obtains a real data set comprising a set of data strings. Next, the system determines a set of frequency distributions associated with the set of data strings. The system then generates a test data set from the real data set, wherein the test data set comprises a set of random data strings that conforms to the set of frequency distributions. Finally, the…

System and method for populating a field on a form including remote field level data capture

Granted: January 31, 2017
Patent Number: 9558521
In general, in one aspect, the invention relates to a method for populating a field on a form. The method includes: establishing a communication session between a first computing device and a second computing device; receiving, from a user of the first computing device, a selection of source data; transferring, over the secure communication session, the source data from the first computing device to the second computing device; matching, based on a matching criterion, the source data to…

Method and system for transferring the hosting of financial service to elastic virtual computing resources from a data center and without service interruption

Granted: January 31, 2017
Patent Number: 9560132
A method and system transfers the hosting of financial services to a virtual asset computing environment from a hardware asset computing environment, according to one embodiment. The method and system transfers a secondary copy of application data to a storage device, and delivers the storage device to a second computing system from the first computing system using a parcel courier, according to one embodiment. The method and system receives, with the second computing system, the…

Resolving errors that arise while accessing online user accounts

Granted: January 24, 2017
Patent Number: 9552245
The disclosed embodiments provide a system that manages access to an online user account. During operation, the system uses stored authentication credentials for a user to access the online user account of the user. Next, the system aggregates financial data for the user from the online user account. Upon detecting an error associated with aggregating the financial data, the system obtains error information describing the error from a web page associated with the error. Next, when the…

Display device with transfer animation for a user interface

Granted: January 10, 2017
Patent Number: D776131

Categorizing financial transactions based on business preferences

Granted: January 10, 2017
Patent Number: 9542710
During operation of a system, a financial transaction of an individual is associated with one or more predefined categories based on scores that indicate the likelihood of association. For example, a given predefined category may include a merchant name (such as the name of a potential counterparty in the financial transaction) and/or an attribute associated with one or more merchants. The score for a given predefined category may be determined based on financial-transaction preferences…

Method and system for generating unique content based on business entity information received from a user

Granted: January 3, 2017
Patent Number: 9535892
A method is provided for generating unique content using information received from a user. The method includes receiving, from a user, data. The data includes restrictions for content and information associated with a business entity. Further, the method includes analyzing the data to identify a subject matter of the content. The method also includes obtaining a content template that corresponds with the subject matter. The content template comprises a block of text with a plurality of…