METHOD AND SYSTEM FOR TIMEZONE AWARE APPLICATION PROGRAMMING INTERFACE
Granted: October 2, 2014
Application Number:
20140297762
A method for sending a message using a platform comprises: receiving, by the platform, a request comprising at least one target, a time, and a content, the time is identifying when the message will be delivered. The method further comprises identifying a time zone of the target, calculating, by the processor, when the time will occur in the time zone of the target to determine a delay, storing the request and the delay, determining that the delay has expired, generating the message for…
TAX DOCUMENT IMAGING AND PROCESSING
Granted: August 28, 2014
Application Number:
20140244456
Methods, systems and articles of manufacture for allowing taxpayers to utilize mobile communication or communication devices such as smartphones and tablet devices to upload tax document images and process tax document images such that resulting recognized tax data is incorporated into an electronic tax return. Authentication data is generated and provided to the taxpayer to establishing a connection with an image processor, which provides recognized tax data to the on-line tax…
PRESENTATION OF IMAGE OF SOURCE OF TAX DATA THROUGH TAX PREPARATION APPLICATION
Granted: August 28, 2014
Application Number:
20140244455
Methods, systems and articles of manufacture for generating interface elements of an electronic tax preparation application to allow a taxpayer or user to view a portion of an image of a tax document that is a source of data for a field of a screen generated by the electronic tax application. The image portion displayed may be a particular box or field of a tax document for a corresponding particular field of the screen generated by the electronic tax preparation or a bounding region…
GLOBAL PRODUCT-SURVEY
Granted: August 28, 2014
Application Number:
20140244237
During a survey technique, a product survey in an original language is translated into a target language, and any errors in the translation are identified and corrected. Words in the translation that do not translate well or clearly may be reverted back to the original language based on transliteration instructions. This may allow customers to answer the translated product survey in the target language using a user interface (such as a keyboard) based on the original language. After…
SYSTEMS AND METHODS FOR TAX DATA CAPTURE AND USE
Granted: August 28, 2014
Application Number:
20140241631
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…
DATA-PRIVACY MANAGEMENT TECHNIQUE
Granted: July 31, 2014
Application Number:
20140214705
A technique for controlling release of data associated with an account is described. During this data-privacy management technique, a computer system provides at least a subset of data associated with an account to a third party based on a first consent (which may be received from a user of the account). This subset may have a first classification based on a predefined taxonomy. Subsequently, the third party may notify the computer system that additional data has been derived from the…
METHOD AND SYSTEM FOR PROVIDING A NET EFFECT PLATFORM FOR DEVELOPING AND CORRECTING SCREEN SCRAPING PARSER SCRIPTS
Granted: May 29, 2014
Application Number:
20140149842
Individuals using a data management system are provided the capability to make corrections to default values presented in a simulation of at least part of a webpage including default data indicating the layout of the webpage, and/or one or more identified data fields determined by heuristic analysis and/or from data collected from other individuals/users. These contributing individual corrections are then transformed into contributing individual originated parser scripts associated with…
METHOD AND SYSTEM FOR PROVIDING A PAYROLL PREPARATION PLATFORM WITH USER CONTRIBUTION-BASED PLUG-INS
Granted: May 8, 2014
Application Number:
20140129398
Customizations and regional optimizations made to a payroll preparation and management system by one or more contributing users are transformed into payroll optimization plug-ins. The payroll optimization plug-ins are then aggregated into payroll optimization plug-in sets that, when implemented, optimize the payroll configurations used by the payroll preparation and management system for a given region and/or type of business within the region. The payroll optimization plug-in sets for a…
STACK-BASED ADAPTIVE LOCALIZATION AND INTERNATIONALIZATION OF APPLICATIONS
Granted: May 8, 2014
Application Number:
20140129209
The disclosed embodiments provide a system that facilitates use of an application. During operation, the system obtains a language stack containing an ordered set of preferred languages for a user of the application. Next, for each user-interface component from a set of user-interface components in the application, the system obtains content for the user-interface component based on an order of languages in the language stack. The system then includes the content in the user-interface…
DETERMINING LOCAL REGULATORY FILING WORKFLOW THROUGH USER CONTRIBUTION
Granted: April 24, 2014
Application Number:
20140114823
A method to generate a regulatory filing workflow for a geographical region. The method includes displaying a regulatory filing form to a user in the geographical region, displaying a user attribute list identifying user attributes from the BMAs used by the user, receiving, from the user and in response to displaying the regulatory filing form and the user attribute list, a user input that specifies a rule for determining input data of the regulatory filing form based at least on user…
METHOD AND SYSTEM FOR CREATING TAX CONFIGURATION TEMPLATES
Granted: April 24, 2014
Application Number:
20140114822
Individuals implementing/using a financial management system are provided the capability to share their customized and regionally optimized tax configurations with other individuals utilizing the financial management system. The customized and regionally optimized tax configurations are provided to other individuals in the form of tax configuration templates optimized and identified for a given region and/or type of business within the identified region. In various embodiments, the tax…
SINGLE SIGN-ON IN MULTI-TENANT ENVIRONMENTS
Granted: March 27, 2014
Application Number:
20140090037
The disclosed embodiments provide a system that authenticates a user. During operation, the system identifies a first tenant associated with a first request for a first resource from the user and obtains an authentication policy for the first tenant. Next, the system uses an authentication mechanism associated with the authentication policy to authenticate the user. Upon authenticating the user, the system provides a first security token for enabling access to the first resource by the…
SESSION-SERVER AFFINITY FOR CLIENTS THAT LACK SESSION IDENTIFIERS
Granted: March 27, 2014
Application Number:
20140089387
The disclosed embodiments provide a system that facilitates interaction between a client and a web application. During operation, the system identifies a request that lacks a session identifier from the client to the web application. Next, the system obtains a client identifier associated with the client from the request. If a cached session identifier is found for the client identifier, the system adds the cached session identifier to the request. Finally, the system forwards the…
MOBILE PAYMENT SERVICE FOR SMALL FINANCIAL INSTITUTIONS
Granted: March 27, 2014
Application Number:
20140089186
During operation of the system, a user of a portable electronic device provides a request to enroll in a financial service associated with a provider. For example, the financial service may facilitate financial transactions via a financial application that executes on the portable electronic device. Then, an electronic device determines that the user is an existing customer of at least one of a set of financial institutions that have a business relationship with the provider, where the…
SYSTEM AND METHOD FOR ELECTRONIC TEXT COMMUNICATION
Granted: March 20, 2014
Application Number:
20140080525
A system and method for electronic text communication in an environment in which SMS (Short Messaging Service) messages, MMS (Multimedia Messaging Service) messages and/or other messages are delivered with a non-actionable reply-to field. Illustratively, a regulation may require the field to be alphabetic or alphanumeric, thereby preventing it from simply being a telephone number to which a response can be transmitted. Therefore, when an organization generates a message, it includes its…
METHOD AND SYSTEM FOR REDUCING PERSONAL IDENTIFICATION NUMBER (PIN) FRAUD IN POINT OF SALE TRANSACTIONS
Granted: March 6, 2014
Application Number:
20140061298
A method for personal identification number (PIN) fraud prevention, comprising: receiving, a request for a card-based financial transaction; prompting a customer for a PIN; receiving, from a scroll wheel corresponding to a plurality of digits, a first digit of the PIN, wherein the customer selects the first digit of the PIN by touching a touch sensitive region associated with the scroll wheel; receiving from the scroll wheel, a second digit of the PIN, wherein the customer selects the…
TECHNIQUE FOR PERFORMING A FINANCIAL TRANSACTION
Granted: February 6, 2014
Application Number:
20140040116
During a financial technique, an instance of an application executing on an initiating electronic device initiates the financial transaction by communicating information with a receiving electronic device. Then, the application selects a financial account that provides funds for the financial transaction. This financial account may be one of multiple different types of financial accounts that are associated with different providers. Moreover, the application conducts the financial…
MOBILE PAYMENT SYSTEM
Granted: December 26, 2013
Application Number:
20130346222
During a financial transaction, a customer provides an identifier to a peripheral device (which may be a barcode scanner, a wireless receiver or a keyboard) coupled to the point-of-sale terminal. This identifier corresponds to a one-time payment credential token that includes financial information of the customer. Then, a service object executing on the point-of-sale terminal, which acts as a driver for the peripheral device, performs one or more operations based on at least the…
METHOD AND SYSTEM FOR MAINTAINING TEXTSITES ON A GLOBAL TEXTSITE PLATFORM
Granted: December 26, 2013
Application Number:
20130346527
A method for accessing content using a global textsite platform including registering a unique keyword received from a publisher, receiving content from the publisher for creating a textsite associated with the unique keyword, creating the textsite on behalf of the publisher, receiving, from a user, a request to access the textsite, processing the request from the user, and providing access to the textsite by sending the content of the textsite, via a text messaging service (TMS), to a…
REGULATION COMPLIANT DATA INTEGRATION FOR FINANCIAL INSTITUTIONS
Granted: December 26, 2013
Application Number:
20130346320
A method to access financial data. The method includes redirecting, by a computer processor and based on an input of a user, the user to a website of a financial institution (FI), wherein the user submits a request via the website to access the financial data, obtaining, in response to the user submitting the request, a token identifying the request, identifying, by the computer processor, a financial data structure in a remote repository based on the token, wherein the FI stores a…
