METHOD AND SYSTEM FOR PROVIDING REAL TIME SEARCH PREVIEW PERSONALIZATION IN DATA MANAGEMENT SYSTEMS
Granted: January 17, 2019
Application Number:
20190018899
A method and system provides personalized search results to users of a data management system. The method and system receives a search query from a user and generate initial search results including a plurality of assistance documents relevant to the query data. The method and system utilizes natural language analysis and machine learning processes to analyze the query data, user attributes data, and the assistance documents in order to generate personalized previews of the assistance…
SYSTEM AND METHOD FOR RISK ASSESSMENT OF A THIRD PARTY APPLICATION FOR CONTROLLING COMPETITIVE MIGRATION
Granted: January 3, 2019
Application Number:
20190005467
In general, the invention relates to a method involving allowing access to a financial application by a third-party extension based on a single license to use the financial application, where the third-party extension was developed by a third-party developer using one or more tools in a software development kit (SDK) for the financial application and where the financial application stores first transaction data obtained for a first user of the financial application, monitoring operations…
METHOD FOR PREDICTING BUSINESS INCOME FROM USER TRANSACTION DATA
Granted: December 6, 2018
Application Number:
20180350007
A method includes obtaining data related to a plurality of historical transactions, where each historical transaction is associated with a label based on a click stream created by the first user, generating a vector of features from the data related to each historical transaction, training, using the vectors and labels, a multinomial classifier to generate a probability that a specific transaction belongs to a specific classification with respect to income, obtaining data related to a…
SYSTEM FOR ACCESSING TRANSACTIONAL DATA
Granted: December 6, 2018
Application Number:
20180349995
A system may include transaction storage devices. Each transaction storage device may include a data store. The system may further include a registry configured to receive, from a user, a first secure identifier. The secure identifier may be generated, using an encoding function, from a user identifier of a user. The registry may be further configured to receive a first selection of a first data store of a first transaction storage device, and store a first registration of the first data…
SYSTEM FOR PUSHING TRANSACTIONAL DATA
Granted: December 6, 2018
Application Number:
20180349994
A system may include transaction storage devices. Each transaction storage device may include a data store configured to receive a request, from a service provider, to push a detailed transaction corresponding to a secure identifier. The secure identifier may be generated, using an encoding function, from a user identifier of a user. The data store may be further configured to store the detailed transaction based on a determination that the detailed transaction is valid. The system may…
SYSTEM FOR MANAGING TRANSACTIONAL DATA
Granted: December 6, 2018
Application Number:
20180349643
A system may include transaction storage devices. Each transaction storage device may include a data store configured to receive, from a first entity, a request to push a detailed transaction corresponding to a secure identifier. The secure identifier may be generated, using an encoding function, from a user identifier of a user. The data store may be further configured to store the detailed transaction based on a first determination to trust the first entity. The system may further…
METHOD AND SYSTEM FOR ENABLING SELF-MONITORING VIRTUAL ASSETS TO CORRELATE EXTERNAL EVENTS WITH CHARACTERISTIC PATTERNS ASSOCIATED WITH THE VIRTUAL ASSETS
Granted: November 29, 2018
Application Number:
20180341512
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…
SYSTEMS AND MECHANISM TO CONTROL THE LIFETIME OF AN ACCESS TOKEN DYNAMICALLY BASED ON ACCESS TOKEN USE
Granted: October 18, 2018
Application Number:
20180300471
A data management system manages secured data for a plurality of users. The data management system utilizes an access authorization system to authenticate users seeking access to the data management system. The access authorization system provides access tokens to authenticated users. The access tokens enable the authenticated users to access the data management system without again providing authentication data. The access authorization system includes, for each user, an access policy…
AUTOMATED FIELD-MAPPING OF ACCOUNT NAMES FOR FORM POPULATION
Granted: October 4, 2018
Application Number:
20180285982
A system for account mapping includes functionality for obtaining more than one labeled accounts labeled by more than one accountant; pre-processing more than one labeled accounts using natural language processing, using the more than one pre-processed labeled accounts to train an account mapping model that performs multinomial classification; receiving an account name from an accounting application where the account name includes a text label for an account included in a chart of…
METHOD AND SYSTEM FOR HIERARCHICAL CRYPTOGRAPHIC KEY MANAGEMENT
Granted: October 4, 2018
Application Number:
20180287785
A hierarchical cryptographic key management system encrypts data at a granular level with a data key generated by the system, and the data key is encrypted by a wrap key acquired from a key provider system. The encrypted form of the wrap key, the encrypted form of the data key, and the encrypted form of the data are stored in a cloud data store.
METHOD AND SYSTEM FOR IDENTIFYING AND ADDRESSING POTENTIAL HEALTHCARE-BASED FRAUD
Granted: August 23, 2018
Application Number:
20180239870
Methods and systems of the present disclosure include identifying and addressing potential healthcare-based fraud, according to one embodiment. The methods and systems identify potential healthcare-based fraud associated with potentially suspicious healthcare providers, patients, and/or claim submissions, in one embodiment. According to one embodiment, the methods and systems acquire data associated with a healthcare provider, patient, and/or claim submission; apply the data to one or…
METHOD TO DETERMINE ACCOUNT SIMILARITY IN AN ONLINE ACCOUNTING SYSTEM
Granted: July 26, 2018
Application Number:
20180211330
A method and system groups user accounts in a financial management system based on the similarities of the financial transactions associated with the accounts. The financial management system receives financial transaction data related to a plurality of financial transactions of a plurality of users. Each of the financial transactions is associated with an account of a user. The financial management system generates account characteristics vector data including, for each account, an…
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: July 5, 2018
Application Number:
20180191753
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,…
PAYMENT AND INVOICE SYSTEMS INTEGRATION
Granted: June 7, 2018
Application Number:
20180158116
A method for systems integration to create an end-to-end view includes obtaining a status of an invoice from an accounting data repository, generating a visualization for the invoice showing the status, and obtaining, from a payment system and based on the status indicating a payment on the invoice, monetary transaction records that match the invoice. The method further includes aggregating the monetary transaction records to update the status of the invoice after the status indicates…
METHOD AND SYSTEM FOR CREATING AND DEPLOYING VIRTUAL ASSETS
Granted: May 31, 2018
Application Number:
20180152473
A method and system include identifying a virtual asset creation template associated with virtual assets to be verified. A test virtual asset is generated using the virtual asset creation template and deployed in a testing environment. The test virtual asset is then analyzed in the testing environment to identify any vulnerabilities. If a vulnerability is identified in the designated test virtual asset, a remedy to the vulnerability is applied to the virtual asset creation template which…
METHOD AND SYSTEM FOR SECURE DELIVERY OF INFORMATION TO COMPUTING ENVIRONMENTS
Granted: May 3, 2018
Application Number:
20180124102
A method and system for protecting and repairing a current virtual asset from damage by potential security threats, according to one embodiment. The method and system include monitoring a current a current virtual asset for potential security threats, with a virtual asset agent, according to one embodiment. The method and system include determining a severity of the potential security threats that are identified by the virtual asset agent, according to one embodiment. The method and…
SYSTEM AND METHOD FOR IDENTIFYING A SUBSET OF TOTAL HISTORICAL USERS OF A DOCUMENT PREPARATION SYSTEM TO REPRESENT A FULL SET OF TEST SCENARIOS BASED ON CODE COVERAGE
Granted: May 3, 2018
Application Number:
20180121337
A method and system generate sample data set for efficiently and accurately testing a new calculation for preparing a portion of an electronic document for users of an electronic document preparation system. The method and system receive the new calculation and gather historical use data related to previously prepared electronic documents for a large number of historical users. The method and system group the historical users into groups based on which sections of a previous version of…
BATTERY EFFICIENT AUTOMATIC MILEAGE TRACKING
Granted: May 3, 2018
Application Number:
20180120444
A method for reducing battery consumption while automatically tracking mileage may include detecting a trip initiation event at a location of a mobile device, initiating, by activating a geolocation sensor, tracking of global positions, and obtaining a global position of the mobile device corresponding to the location. The method may further include adding the global position to a global position sequence, and detecting, using trip updating parameters, a sequence of trip updating events.…
AUTHORIZATION TO ACCESS A SERVER IN THE CLOUD WITHOUT OBTAINING AN INITIAL SECRET
Granted: April 26, 2018
Application Number:
20180115550
A method and system provides access control for sensitive data. An access control system defines a plurality of access policies for gaining access to the sensitive data. Each access policy includes a plurality of rules that indicate whether or not the client machine can gain access to an initial access secret under the policy. When the access control system receives access request data from a client machine requesting access to the access control system under one of the policies, the…
METHOD AND SYSTEM FOR SEARCHING FOR AND NAVIGATING TO USER CONTENT AND OTHER USER EXPERIENCE PAGES IN A FINANCIAL MANAGEMENT SYSTEM WITH A CUSTOMER SELF-SERVICE SYSTEM FOR THE FINANCIAL MANAGEMENT SYSTEM
Granted: April 19, 2018
Application Number:
20180108092
Disclosed methods and systems provide domain-specific incremental search results for search query terms with a customer self-service system for a financial management system, according to one embodiment. Incremental search results are search results that are generated for search query terms, as a user enters the search query terms as part of a search query to a customer self-service system, according to one embodiment. The customer self-service system receives search query terms (e.g., a…
