METHOD AND SYSTEM FOR PROVIDING AN EFFICIENT ASSET MANAGEMENT AND VERIFICATION SERVICE
Granted: June 16, 2016
Application Number:
20160173524
A virtual asset creation template associated with a class of virtual assets is identified and analyzed to identify and remedy vulnerabilities in the virtual asset creation template. If no vulnerability is identified in the virtual asset creation template, or once each vulnerability identified in the virtual asset creation template is remedied, each virtual asset of the virtual asset class generated using the virtual asset creation template is assigned an initial status of verified…
METHOD AND APPARATUS FOR MULTI-TENANCY SECRETS MANAGEMENT IN MULTIPLE DATA SECURITY JURISDICTION ZONES
Granted: June 2, 2016
Application Number:
20160156671
A service provider computing environment includes a service provider computing device, which receives tenant secrets policies from tenants. The tenants are tenants of multi-tenant assets of a service provider. One or more data security zones in which the multi-tenant assets are located are identified. A service provider secrets policy includes data security jurisdiction zone secrets policy data for the one or more data security jurisdiction zones. The data security jurisdiction zone…
SYSTEMS AND METHODS FOR TAX DATA CAPTURE AND USE
Granted: June 2, 2016
Application Number:
20160155202
A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer…
METHOD AND SYSTEM FOR SELECTING INTERCHANGEABLE ANALYTICS MODULES TO PROVIDE CUSTOMIZED TAX RETURN PREPARATION INTERVIEWS
Granted: May 26, 2016
Application Number:
20160148322
A method and system selects one or more interchangeable analytics modules for use in a tax return preparation system to provide a customized electronic tax return preparation interview to a user, according to one embodiment. The method and system receive user data associated with a user, according to one embodiment. The method and system apply one of a number of selection techniques to determine which of one or more analytics modules to use within the tax return preparation system,…
METHOD AND SYSTEM FOR GENERATING DYNAMIC USER EXPERIENCE
Granted: May 26, 2016
Application Number:
20160147828
A method for providing user content that may receive, from a user device, a request for content. The method may obtain, in response to the request, a field identifier from a multiple of field identifiers according to a priority for a multiple of fields corresponding to the field identifiers. The field identifier may correspond to a field. The method may obtain application content based on the field identifier. The method may generate declarative content from the application content. The…
METHOD AND SYSTEM FOR STORAGE RETREIVAL
Granted: May 26, 2016
Application Number:
20160147762
A method for storage retrieval, including receiving a request for application content. The request includes a first field identifier. The method further includes submitting a query to a content repository, for each asset including the first field identifier, receiving a first asset including the first field identifier and a second asset including the first field identifier, and extracting a first variability tag from the first asset and a second variability tag from the second asset…
METHOD AND SYSTEM FOR ORGANIZED USER EXPERIENCE WORKFLOW
Granted: May 26, 2016
Application Number:
20160147761
A method for providing user content may obtain multiple fields. The method may generate, by a user content flow driver, a priority field list for an application workflow. The method may sort the fields based on the priority field list to obtain sorted fields. The method may select a next field from the sorted fields to obtain a selected next field. The method may generate content based on the selected next field. The method may transmit, to a user experience player, the generated…
DYNAMIC USER EXPERIENCE WORKFLOW
Granted: May 26, 2016
Application Number:
20160147729
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…
IMAGE ACQUISITION USING A LEVEL-INDICATION ICON
Granted: May 19, 2016
Application Number:
20160140410
During an information-extraction technique, visual suitability indicators may be displayed to a user of the electronic device to assist the user in acquiring an image of a document that is suitable for subsequent extraction of textual information. For example, an imaging application executed by the electronic device may display, in a window associated with the imaging application, a visual suitability indicator of a tilt orientation of the electronic device relative to a plane of the…
METHOD AND SYSTEM FOR PUBLIC AND PRIVATE TEMPLATE SHARING
Granted: May 5, 2016
Application Number:
20160125551
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…
METHOD AND SYSTEM FOR SELECTING CONTINUOUSLY CONNECTED DISPLAY ELEMENTS FROM A USER INTERFACE DISPLAY USING A SINGLE CONTINUOUS SWEEPING MOTION
Granted: May 5, 2016
Application Number:
20160124604
Display elements are displayed in a corresponding display region of a multi-display element interface display with continuously connected data display elements so that each display element is shown as connected to at least one other display element in a continuous manner. A user is provided the capability to make contact with two or more continuously connected data display regions of the display regions in the multi-display element interface display with continuously connected data…
MANAGING MONEY MOVEMENT METHODS INVOLVING A PAYMENT SERVICE SYSTEM
Granted: April 28, 2016
Application Number:
20160117647
A method to send a payment to satisfy an obligation. The method includes receiving, by a payment service, a target time request to complete the payment, wherein the target time request comprises a first target time for completing at least a first portion of the payment, comparing, in response to receiving the target time request, a current time and the first target time to determine a first available payment processing time, selecting a first electronic funds transfer (EFT) network from…
METHOD AND SYSTEM FOR DYNAMIC AND COMPREHENSIVE VULNERABILITY MANAGEMENT
Granted: April 21, 2016
Application Number:
20160112457
One or more relevant scanners used to identify asset vulnerabilities are identified, obtained, and logically arranged for deployment on an asset in accordance with a vulnerability management policy and a scanner deployment policy such that the relevant scanners are deployed at, or before, a determined ideal time to minimize the resources necessary to correct the vulnerabilities, if found. The relevant scanners are then automatically deployed in accordance with the scanner deployment…
METHOD AND SYSTEM FOR PROVIDING SECURITY AWARE APPLICATIONS
Granted: April 21, 2016
Application Number:
20160112447
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 USING INTERCHANGEABLE ANALYTICS MODULES TO PROVIDE TAX RETURN PREPARATION SYSTEMS
Granted: April 7, 2016
Application Number:
20160098804
A method and system for providing a tax return preparation system with interchangeable analytics modules includes providing one or more interchangeable analytics modules. Each of the interchangeable analytics modules includes one or more analytics algorithms used to select user experience elements to be included in a tax return preparation interview process presented to a user through one or more tax return preparation systems. The one or more interchangeable analytics modules are…
METHOD AND SYSTEM FOR COMPARING DIFFERENT VERSIONS OF A CLOUD BASED APPLICATION IN A PRODUCTION ENVIRONMENT USING SEGREGATED BACKEND SYSTEMS
Granted: April 7, 2016
Application Number:
20160098340
An application is implemented in the production environment in which the application will be used. Two or more backend systems are used to implement different versions of the application using the production environment in which the application will actually be used and accessed. Actual user data is received. A first portion of the actual user data is routed and processed in the production environment using a first version of the application and a first backend system of the two or more…
REAL-TIME FINANCIAL SYSTEM ADS SHARING SYSTEM
Granted: March 3, 2016
Application Number:
20160063545
A method, system, and computer readable medium for automatically selecting target consumers and delivering business-initiated messages to the selected target consumers, as well as automatically selecting target businesses and delivering consumer-initiated messages to the selected target businesses. In particular, financial management applications used by the businesses and consumers are employed in targeting and delivering the business-initiated messages and consumer-initiated messages.
BEFORE-THE-FACT BUDGETING
Granted: March 3, 2016
Application Number:
20160063494
A method, system, and computer readable medium to improve spending budget control based on purchase characteristic dependent payment rules. In one or more embodiments, the payment rules are implemented by a payment service that uses payment credentials specified in the payment rules to complete a purchase transaction while meeting the spending budget specified by the consumer.
COMMON DECLARATION REPRESENTATION OF APPLICATION CONTENT AND USER INTERACTION CONTENT PROCESSED BY A USER EXPERIENCE PLAYER
Granted: February 25, 2016
Application Number:
20160055258
A method for providing application content including obtaining, by a declarative content engine executing on a computer processor, an initial application content from a content repository and expressing the initial application content in a declarative programming language to obtain declarative content and transmitting the declarative content to a user experience player (UXP). The UXP processes the declarative content to obtain the initial application content, binds the initial…
METHOD AND SYSTEM FOR PROVIDING AUTOMATED SELF-HEALING VIRTUAL ASSETS
Granted: February 4, 2016
Application Number:
20160034359
A method and system for performing self-monitoring and self-healing operations from a virtual asset include receiving a first operating policy from an asset management computing environment, according to one embodiment. The method and system includes receiving a library of repairs from the asset management computing environment, according to one embodiment. The method and system includes detecting events, with the virtual asset, at least partially based on operational characteristics of…
