Intuit Patent Applications

METHOD AND SYSTEM FOR DEVELOPING AND DEPLOYING DATA SCIENCE TRANSFORMATIONS FROM A DEVELOPMENT COMPUTING ENVIRONMENT INTO A PRODUCTION COMPUTING ENVIRONMENT

Granted: November 2, 2017
Application Number: 20170315791
A method and system facilitates the development of data science transformations in one programming language and the deployment of the data science transformations in another programming language, according to one embodiment. The method and system preserves relationships, functions, configurations, and characteristics between combinations of data transformations, according to one embodiment. The preservation of the relationships, functions, configurations, and characteristics is enabled…

METHOD AND SYSTEM FOR INTEGRATING BUSINESS INVOICES INTO A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM

Granted: November 2, 2017
Application Number: 20170316392
Personal financial management and bill payment system user identification data associated with users of a personal financial management and bill payment system and business invoicing system customer identification data associated with customers of user businesses of a business invoicing system is obtained and analyzed to identify users of the personal financial management and bill payment system that are customers of business users of the business invoicing system. Once a user of the…

METHOD AND SYSTEM FOR PROVIDING INVOICES GENERATED THROUGH A BUSINESS INVOICING SYSTEM TO A CUSTOMER USER OF A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM

Granted: November 2, 2017
Application Number: 20170316474
When an invoice is generated by a business through a business invoicing system, the invoice data is obtained and analyzed to identify customer identification data associated with, and identifying, the customer of the business to whom the invoice is directed. The customer identification data is then used to search user identification data associated with users of a personal financial management and bill payment system to determine if the customer of the business is also a user of the…

METHOD AND SYSTEM FOR IDENTIFYING INVOICES THAT ARE PAID THROUGH A PERSONAL FINANCIAL MANAGEMENT AND BILL PAYMENT SYSTEM

Granted: November 2, 2017
Application Number: 20170316475
Financial transaction data representing financial transactions associated with a user of a personal financial management and bill payment system is obtained from, or through, the personal financial management and bill payment system. The financial transaction data is then analyzed to identify payee data representing the payees of financial transactions. The payee data is then compared with business user identification data representing users of a business invoicing system. If a match is…

DETECTION OF AGGREGATION FAILURES FROM CORRELATION OF CHANGE POINT ACROSS INDEPENDENT FEEDS

Granted: November 2, 2017
Application Number: 20170316506
A method and system detects and addresses abnormalities in a financial management system. The method and system include gathering financial data related to financial transactions of the users of the financial management system and generating profile data related to patterns in the financial transaction data by analyzing the financial transaction data. The method and system further include detecting abnormalities in the financial management system by comparing subsequent financial…

USER DATA AUGMENTED PROPENSITY MODEL FOR DETERMINING A FUTURE FINANCIAL REQUIREMENT

Granted: November 2, 2017
Application Number: 20170316511
A method for determining a future financial requirement of a business entity. The method includes obtaining a propensity model that models how data of a business entity relates to a future financial requirement. Also, the method includes gathering the data of the business entity. The data includes financial data of the business entity, and metadata describing use of a platform by users associated with the business entity. The data matches at least a subset of the propensity model.…

PROPENSITY MODEL FOR DETERMINING A FUTURE FINANCIAL REQUIREMENT

Granted: November 2, 2017
Application Number: 20170316512
A method for determining a future financial requirement of a business entity. The method includes obtaining a propensity model. The propensity model models how data of the business entity relates to a future financial requirement of the business entity. Also, the method includes gathering the data of the business entity. The data is created based on a platform utilized by the business entity, and the data of the business entity matches at least a subset of the propensity model. In…

MULTI GTM BASED ROUTING TO AVOID LATENCIES

Granted: November 2, 2017
Application Number: 20170317927
A method and system provides improved routing efficiency for users of a data management system. The data management system includes a plurality of global traffic managers, local traffic managers, and data centers that store user data. Each data center is related to a respective global traffic manager and a respective local traffic manager. When a user submits a request to access data stored in one of the data centers, the data management system identifies a primary data center from which…

GATEWAY POLICY ENFORCEMENT AND SERVICE METADATA BINDING

Granted: November 2, 2017
Application Number: 20170318095
The invention relates to a method for gateway policy enforcement. The method includes receiving configuration data from a services registry. Also, the method includes annotating, based on the configuration data, a plurality of policies with flags. In addition, the method includes binding, using the annotations of the policies, a route to at least one of the annotated policies.

CONFIGURATION DATA AS CODE

Granted: November 2, 2017
Application Number: 20170318124
A method is provided for providing services gateway configuration data. The method includes receiving, from a services gateway, a request for configuration data. Also, the method includes identifying a first subset of stored configuration data that is responsive to the request. The first subset of the stored configuration data is identified using a content of the request and a state of the first subset of the stored configuration data. Additionally, the method includes sending, to the…

METHOD AND SYSTEM FOR APPLYING DYNAMIC AND ADAPTIVE TESTING TECHNIQUES TO A SOFTWARE SYSTEM TO IMPROVE SELECTION OF PREDICTIVE MODELS FOR PERSONALIZING USER EXPERIENCES IN THE SOFTWARE SYSTEM

Granted: October 26, 2017
Application Number: 20170308960
A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying user characteristics data to an analytics model to identify a predictive model that selects or determines the user experience options,…

METHOD AND SYSTEM FOR PROVIDING AN INTUITIVE AND INTERACTIVE FINANCIAL TRANSACTION CATEGORIZATION DISPLAY

Granted: October 19, 2017
Application Number: 20170300184
An uncategorized financial transaction display includes a listing of uncategorized financial transactions and personal and business display regions, the personal uncategorized financial transaction display region being associated with a personal financial transaction category and a business uncategorized financial transaction display region being associated with a business financial transaction category. A user is provided the capability to categorize each of the uncategorized financial…

METHODS SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR VERIFYING CONSUMER IDENTITY DURING TRANSACTION

Granted: October 19, 2017
Application Number: 20170300915
Computerized methods, systems and computer program products for determining how an identity of a consumer can be verified during a transaction involving the consumer and a merchant. Embodiments access and analyze data of an account the consumer has with an online social network to derive a challenge question response options. The social-network based challenge question and response options are presented to the consumer, and the consumer's selection of certain response options is used to…

METHOD AND SYSTEM FOR UPDATING ANALYTICS MODELS THAT ARE USED TO DYNAMICALLY AND ADAPTIVELY PROVIDE PERSONALIZED USER EXPERIENCES IN A SOFTWARE SYSTEM

Granted: October 19, 2017
Application Number: 20170300933
A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying user characteristics data to an analytics model, according to one embodiment. The method and system analyzes user responses to the…

DYNAMIC TESTING BASED ON AUTOMATED IMPACT ANALYSIS

Granted: September 14, 2017
Application Number: 20170262361
A method for automated software testing may include mapping test cases to lines in files in a codebase. Each test case covers one or more lines in one or more files and has corresponding test results. The method may further include obtaining a change list including one or more changes. Each change specifies a changed line in a changed file. The method may further include determining impacted test cases, based on the mapping and the change list, prioritizing the impacted test cases based,…

IDPS ACCESS-CONTROLLED AND ENCRYPTED FILE SYSTEM DESIGN

Granted: August 31, 2017
Application Number: 20170249472
A method and system provides access control encryption for a file system. A resource management module manages access to data on a storage container and hosts a virtual file system including files representing the data on the storage container. An access control and encryption module encrypts each of the files with a respective file encryption key. The access control module generates a plurality of application containers each associated with a respective user and that include respective…

SYSTEM AND METHOD FOR PROVIDING A SELF-MONITORING, SELF-REPORTING, AND SELF-REPAIRING VIRTUAL ASSET CONFIGURED FOR EXTRUSION AND INTRUSION DETECTION AND THREAT SCORING IN A CLOUD COMPUTING ENVIRONMENT

Granted: August 17, 2017
Application Number: 20170237756
A trigger event monitoring system is provided in one or more virtual assets. One or more trigger parameters, including security threat patterns, are defined and trigger data is generated. The one or more trigger monitoring systems are used to monitor extrusion and intrusion capabilities and self-monitored trigger events that may harm or otherwise leave a virtual asset in a vulnerable state. In one embodiment, trigger events and monitoring of at least a portion of message traffic sent to,…

SYSTEM AND METHOD FOR AUTOMATED DOMAIN-EXTENSIBLE WEB SCRAPING

Granted: August 3, 2017
Application Number: 20170220681
An automated extensible scraping script is generated for web scraping that is extensible to a plurality of domains. Web sites are classified based on common extracted domain data, further clustering the data based on common navigation structures, and using such commonalities to automate the generation of scraping code based on predefined and reusable code snippets for specific parts of the web sites. Scraping services include a mapper module and a script generator module. Building blocks…

DYNAMIC USER EXPERIENCE WORKFLOW

Granted: July 13, 2017
Application Number: 20170199859
A method for organizing an application workflow for users that may transmit, to a user device, a first content for a first field of multiple fields. The method may receive, in response to transmitting the first content and from the user device, user data for the first field. The method may obtain a dynamic set of fields selected from the fields, where a portion of the fields are excluded from the dynamic set of fields based on the user data. The method may select, according to a priority…

METHOD AND SYSTEM FOR ADJUSTING ANALYTICS MODEL CHARACTERISTICS TO REDUCE UNCERTAINTY IN DETERMINING USERS' PREFERENCES FOR USER EXPERIENCE OPTIONS, TO SUPPORT PROVIDING PERSONALIZED USER EXPERIENCES TO USERS WITH A SOFTWARE SYSTEM

Granted: July 13, 2017
Application Number: 20170200087
A method and system adaptively improves potential customer conversion rates, revenue metrics, and/or other target metrics by providing effective user experience options, from a variety of different user experience options, to some users while concurrently testing user responses to other user experience options, according to one embodiment. The method and system selects the user experience options by applying user characteristics data to an analytics model, according to one embodiment.…