SYSTEM AND METHOD FOR AUTOMATICALLY GENERATING CALCULATIONS FOR FIELDS IN COMPLIANCE FORMS
Granted: January 18, 2018
Application Number:
20180018741
A method and system to learn new forms to be incorporated into an electronic document preparation system, or to learn the behavior of existing systems, receive form data related to a new form having a plurality of data fields that expect data values based on specific functions. The method and system gather training set data including previously filled forms having completed data fields corresponding to the data fields of the new form. The method and system include multiple analysis…
METHOD AND SYSTEM FOR AUTOMATICALLY MANAGING SECRET APPLICATION AND MAINTENANCE
Granted: January 4, 2018
Application Number:
20180007048
Secret application and maintenance policy data is generated for different classes of data. The class of data to be protected is determined and the secret application and maintenance policy data for the determined class of the data to be protected is identified and obtained. Required secrets data representing one or more secrets to be applied to the data to be protected is obtained and then automatically scheduled for application to the data to be protected in accordance with the secret…
METHODS, SYSTEMS, AND ARTICLES OF MANUFACTURE FOR IMPLEMENTING SOFTWARE APPLICATION DEVELOPMENT AND RELEASES
Granted: December 28, 2017
Application Number:
20170372247
Various aspects described herein are directed to a system that develops and manages releases of software applications. The system includes a server-side branch management module to automatically create one or more branches for deployment of a software application release, a deployment repository to store one or more box sets for a plurality of artifacts for the software release, and a code repository to store the plurality of artifacts. The system may further include a release management…
TRANSMISSION OF MESSAGES BASED ON THE OCCURRENCE OF WORKFLOW EVENTS AND THE OUTPUT OF PROPENSITY MODELS IDENTIFYING A FUTURE FINANCIAL REQUIREMENT
Granted: November 30, 2017
Application Number:
20170344925
A method for transmitting messages based on the occurrence of workflow events and the output of propensity models identifying a future financial requirement. The method includes generating, based on a propensity model score of a business entity, a classification of a future financial requirement of the business entity. Also, the method includes determining that the classification of the future financial requirement of the business entity meets a financial requirement threshold. Further,…
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…
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…
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.
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…
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…
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.…
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…
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 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 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 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 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…
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 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…
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…
