Intuit Patent Applications

METHOD AND SYSTEM FOR RULE-BASED COMPOSITION OF USER INTERFACES

Granted: March 23, 2023
Application Number: 20230086465
A method for rule-based composition of user interfaces. A machine-learned rule repository is established based on previously observed combinations of UI states, UI features, and user features. A classifier classifies users into segments. Each segment includes users for which a combination of user features and UI states are defined. A first machine learning model (MLM) estimates a user segment-content preference including preferred UI content. A second MLM estimates a seen content-seen…

LEAN PARSING: A NATURAL LANGUAGE PROCESSING SYSTEM AND METHOD FOR PARSING DOMAIN-SPECIFIC LANGUAGES

Granted: March 2, 2023
Application Number: 20230065070
Systems and methods for lean parsing are disclosed. An example method is performed by one or more processors of a system and includes retrieving form data including first sentence segments and second sentence segments, determining a first predicate structure for each of the sentence segments based on a set of operators within the first set of sentence segments, identifying known tokens within the second set of sentence segments, each of the known tokens appearing on a list of…

RECURRENT NEURAL NETWORK BASED PREDICTIONS

Granted: February 23, 2023
Application Number: 20230054609
Systems and methods for predicting a future status of an entity using a recurrent neural network are described. A system is configured to obtain a first time series data associated with a first entity. The system is also configured to predict, by a recurrent neural network, a future equity status of the first entity based on the time series data. The system is also configured to provide an indication of the future equity status of the first entity, with the future equity status of the…

METHODS AND SYSTEMS FOR BUILDING CUSTOM AUTOMATION WORKFLOWS

Granted: February 16, 2023
Application Number: 20230048472
A workflow construction system for constructing automation workflows that automate user specific processes. The workflow construction system may include a template library including workflow templates and pre-configured attributes. The workflow template can accelerate the design and construction of custom automation workflows. An orchestration layer included in the workflow construction system will also improve the performance of systems that execute the automation workflows by…

METHODS AND SYSTEMS FOR BUILDING CUSTOM AUTOMATION WORKFLOWS

Granted: February 16, 2023
Application Number: 20230048472
A workflow construction system for constructing automation workflows that automate user specific processes. The workflow construction system may include a template library including workflow templates and pre-configured attributes. The workflow template can accelerate the design and construction of custom automation workflows. An orchestration layer included in the workflow construction system will also improve the performance of systems that execute the automation workflows by…

METHODS AND SYSTEMS FOR BUILDING CUSTOM AUTOMATION WORKFLOWS

Granted: February 16, 2023
Application Number: 20230048472
A workflow construction system for constructing automation workflows that automate user specific processes. The workflow construction system may include a template library including workflow templates and pre-configured attributes. The workflow template can accelerate the design and construction of custom automation workflows. An orchestration layer included in the workflow construction system will also improve the performance of systems that execute the automation workflows by…

AUTO-IMPROVING SOFTWARE SYSTEM FOR USER BEHAVIOR MODIFICATION

Granted: February 9, 2023
Application Number: 20230043430
A method including generating, by a state engine from data describing behaviors of users in an environment external to the state engine, an executable process. An agent executes the executable process by determining, from the data describing the behaviors of the users, a problem of at least some of the users, and selects, based on the problem, a chosen action to alter the problem. At a first time, a first electronic communication describing the chosen action to the at least some of the…

SYSTEMS AND METHODS FOR UNIFIED GRAPH DATABASE QUERYING

Granted: February 9, 2023
Application Number: 20230045347
A unified graph query system provides an abstraction layer that increases the interoperability of different graph technologies by exposing graphs stored in graph databases using a unified query language. The abstraction layer generates graph models for each of the available graph databases and extracts a graph component and other source data used to identify the source of the data requested by a query. The unified graph query system executes the query across the multiple graphs included…

SYSTEMS AND METHODS FOR UNIFIED GRAPH DATABASE QUERYING

Granted: February 9, 2023
Application Number: 20230045347
A unified graph query system provides an abstraction layer that increases the interoperability of different graph technologies by exposing graphs stored in graph databases using a unified query language. The abstraction layer generates graph models for each of the available graph databases and extracts a graph component and other source data used to identify the source of the data requested by a query. The unified graph query system executes the query across the multiple graphs included…

AUTO-IMPROVING SOFTWARE SYSTEM FOR USER BEHAVIOR MODIFICATION

Granted: February 9, 2023
Application Number: 20230043430
A method including generating, by a state engine from data describing behaviors of users in an environment external to the state engine, an executable process. An agent executes the executable process by determining, from the data describing the behaviors of the users, a problem of at least some of the users, and selects, based on the problem, a chosen action to alter the problem. At a first time, a first electronic communication describing the chosen action to the at least some of the…

AUTOMATIC EXTRACTION AND CONVERSION FROM CHAT DATA

Granted: February 2, 2023
Application Number: 20230033328
A processor may receive log data generated by a chat application. The processor may identify at least one positive sentiment in at least one portion of the log data using a first machine learning (ML) process. The processor may also identify content of the at least one portion of the log data relevant to an external application different from the chat application using a second ML process, and/or topic data in the at least one portion of the log data using a third ML process. The…

TAXATION ANALYSIS FOR PROPOSED TRANSACTIONS

Granted: February 2, 2023
Application Number: 20230033585
Systems and methods of taxation analysis for asset transactions are disclosed. A system may be configured to obtain data associated with a transaction to be executed, obtain a request to determine a tax implication of the transaction, generate a first tax return (with the transaction being excluded from use in generating the first tax return), and generate a second tax return based on the request (with the transaction being included for use in generating the second tax return). The…

SCORING POTENTIAL ACTIONS FOR MACHINE LEARNING BASED RECOMMENDATIONS

Granted: February 2, 2023
Application Number: 20230031111
Systems and methods for scoring potential actions are disclosed. An example method may be performed by one or more processors of a system and include training a machine learning model based at least in part on a sequential database and retention data, identifying an action subsequence executed by a user, generating, for each of a plurality of potential actions, using the machine learning model, a first value indicating a probability that the user will execute the potential action…

SELF CONTROL PROBLEM HANDLER

Granted: February 2, 2023
Application Number: 20230032083
A method of determining whether a user has a self-control problem. A computing system receives, from a plurality of financial institutions associated with a target user, a plurality of transactions associated with the target user. The computing system groups the plurality of transactions into a category or subcategory based on transaction data associated with each respective transaction. The computing system determines, based on the plurality of transactions, that the target user has a…

SCORING POTENTIAL ACTIONS FOR MACHINE LEARNING BASED RECOMMENDATIONS

Granted: February 2, 2023
Application Number: 20230031111
Systems and methods for scoring potential actions are disclosed. An example method may be performed by one or more processors of a system and include training a machine learning model based at least in part on a sequential database and retention data, identifying an action subsequence executed by a user, generating, for each of a plurality of potential actions, using the machine learning model, a first value indicating a probability that the user will execute the potential action…

METHODS AND SYSTEMS FOR AUTOMATIC CALL DATA GENERATION

Granted: February 2, 2023
Application Number: 20230030405
A processor may receive a call transcript including text and form a text string including at least a portion of the text. The processor may generate a situation description of the call transcript, which may comprise processing the text string using a transformer-based machine learning model. The processor may generate a trouble description of the call transcript, which may comprise creating a sentence embedding of the situation description, creating sentence embeddings for a plurality of…

CONTEXT-DEPENDENT EVENT CLEANING AND PUBLICATION

Granted: February 2, 2023
Application Number: 20230029899
Systems and methods for cleaning and publishing event messages. An example method includes receiving messages corresponding to a plurality of events, identifying, for a first event of the plurality of events, one or more changed tables, assigning an event type to the first event based at least in part on the one or more changed tables, and publishing the first event on an event streaming platform.

CALIBRATED RISK SCORING AND SAMPLING

Granted: February 2, 2023
Application Number: 20230036688
A method implements calibrated risk scoring and sampling. Features are extracted from a record. A risk score, associated with the record, is generated from the features using a machine learning model. The record is mapped to a risk bucket using the risk score. The risk bucket may include multiple risk bucket records. The record is selected from the risk bucket records with a sampling threshold corresponding to the risk bucket. A form prepopulated with values from the record is presenting…

CONTEXT-DEPENDENT MESSAGE EXTRACTION AND TRANSFORMATION

Granted: February 2, 2023
Application Number: 20230032190
Systems and methods for parsing and publishing messages corresponding to changes in a database are disclosed. An example method includes receiving a first plurality of messages from the database, parsing the messages in the first plurality of messages into at least a first group and a second group of messages, each message in a group sharing a common identifier, and forwarding the first group of messages and the second group of messages to an event streaming platform.

SELF CONTROL PROBLEM HANDLER

Granted: February 2, 2023
Application Number: 20230032083
A method of determining whether a user has a self-control problem. A computing system receives, from a plurality of financial institutions associated with a target user, a plurality of transactions associated with the target user. The computing system groups the plurality of transactions into a category or subcategory based on transaction data associated with each respective transaction. The computing system determines, based on the plurality of transactions, that the target user has a…