Intuit Patent Grants

Self-learning receipt optical character recognition engine

Granted: November 21, 2017
Patent Number: 9824270
A method for receipt processing using optical character recognition (OCR). The method includes detecting, within a receipt image, a pre-determined characteristic of the receipt, obtaining an OCR receipt template based on the pre-determined characteristic of the receipt, extracting, based on at least the OCR receipt template, a vendor attribute from the receipt image corresponding to a pre-defined field of the receipt, verifying, based on matching the vendor attribute to a vendor…

Method and system for call queue messaging

Granted: November 21, 2017
Patent Number: 9826092
A method for providing messages to a user during a call includes receiving a call from a user. The method may further include retrieving, based on the call, a unique identifier of the user, and placing the user in a call queue in an order defined by when the call is received. While the user is in the call queue, user data matching the unique identifier of the user is retrieved, the user data is analyzed to identify, based on the prior interaction, a problem of the user with the software…

Technique for collecting financial information

Granted: November 14, 2017
Patent Number: 9817679
A technique for collecting financial information is described. During this technique, a customer request to a financial institution to access a financial-software application is used to initiate an exchange of financial information between the financial institution and a provider of the financial-software application. In particular, in response to the forwarded customer request, the provider of the financial-software application may request, and then receive, financial information…

Content-dependent processing of questions and answers

Granted: November 14, 2017
Patent Number: 9817897
The disclosed embodiments relate to a computer system that facilitates the providing of an answer to a question. During operation, the computer system receives the question from a user, where the question is related to income taxes. Then, the computer system performs content-dependent processing of the question based on a tax-information data structure to produce the answer to the question. Note that the tax-information data structure includes: tax phrases, context information associated…

Adjusting user experience based on paralinguistic information

Granted: November 14, 2017
Patent Number: 9818406
Techniques are disclosed for adjusting user experience of a software application based on paralinguistic information. One embodiment presented herein includes a computer-implemented method for adjusting a user experience of a software application. The method comprises receiving, at a computing device, an audio stream comprising audio of a user. The method further comprises analyzing the audio stream for paralinguistic information to determine an attribute of the user. The method further…

Automatic invoicing based on business activity

Granted: November 7, 2017
Patent Number: 9811864
A method for generating a service provider invoice includes obtaining documents from a plurality of sources via a service provider mobile device of a service provider. The documents are generated for customer jobs performed by the service provider at jobsites. Based on a pre-determined criterion, the documents are analyzed to identify a subset of the documents corresponding to a jobsite. The job data is extracted from the subset of the documents, and used to generate the service provider…

Extending object-schema-based application programming interfaces (APIS)

Granted: October 31, 2017
Patent Number: 9804886
The present disclosure relates to extending object-schema-based application programming interfaces (APIs). According to one embodiment, a method generally includes receiving, from a user, a schema defining an extension to the API and a reference to a parent node in a graph projection of the API. An API system updates the graph projection of the API to include a node representing the extension and navigable path to the node representing the extension. The API system processes a request…

Method and system for using abandonment indicator data to facilitate progress and prevent abandonment of an interactive software system

Granted: October 10, 2017
Patent Number: 9785534
Abandonment indicator data is used to customize the user experience of an interactive software system, by monitoring and obtaining data about whether a user is at risk of abandoning the interactive software system. The resulting abandonment indicator data is analyzed and used to dynamically modify the user's experience by selecting user experience components based on the analysis of the user's abandonment indicator data. In this way, different types of user experience components can be…

System and method for fraud detection using aggregated financial data

Granted: October 10, 2017
Patent Number: 9786015
A computer-implemented method of detecting suspected financial fraudulent activity includes a computing device receiving financial data from a plurality of different financial service providers associated with a user. The computing device aggregates the received financial data for the user and analyzes the aggregated financial data for suspicious financial activity. The computing device alerts a user and at least one of the plurality of different service providers when suspicious…

Systems and methods for generating and sending electronic messages related to a tax return

Granted: October 10, 2017
Patent Number: 9786017
Sending electronic messages related to a tax return from a mobile communication device of an accountant or client. Computers having tax preparation programs that are utilized prepare tax returns are synchronized with a host computer. A browser executes on a mobile communication device and a web application on the second computer executes to display a client list. A client is selected, and the web application presents an interface including tax return data of the selected client on the…

Methods systems and articles of manufacture for implementing user access to remote resources

Granted: October 10, 2017
Patent Number: 9787664
Methods, systems, and articles of manufacture for implementing user access to remote resources residing on an external domain. Various implementations include authenticating and authorizing a user on a first system and receiving user request to access remote resources. The first system invokes processes or modules to initiate a new session to perform auto logon on behalf of the user on a second system by using stored user's credentials and subdomain delegation techniques without user…

System and method for building and repairing a script for retrieval of information from a web site

Granted: October 3, 2017
Patent Number: 9779007
A system and method allows users to provide portions of scripts or scripts for retrieval of information from one or more web sites of one or more businesses by demonstrating operation of the one or more web sites and identifying locations of one or more fields on each web page of the one or more web sites, and the system and method stores the scripts and uses the scripts to retrieve information from such web site or web sites for any number of users. Different portions of different…

Method and system for providing a spending analysis display dynamically adapted to defined categories of day and/or date

Granted: September 26, 2017
Patent Number: 9773282
A spending analysis display is provided that includes a spending analysis number associated with a defined Uber financial transaction category and that indicates to a user an average spending amount for the current time period category, such as a weekday or a weekend day, during a defined comparison timeframe, such as the last 30 days. The spending analysis number calculated and displayed varies according to the current time, and the determined time period category of the current time.…

Methods, systems, and articles of manufacture for analyzing behavior of internet forum participants

Granted: September 19, 2017
Patent Number: 9769098
Methods, systems, and articles of manufacture for analyzing behavior of Internet forum participants. Various embodiments comprise receiving or retrieving information or data of a particular post of interest and other information or data relating to the first post or the Internet forum; analyzing the data or information received or retrieved to determine the behavior of the user who initiated or created the post; determining whether the particular post is of interest; and determining user…

Computer implemented methods systems and articles of manufacture for identifying tax return preparation application questions based on semantic dependency

Granted: September 12, 2017
Patent Number: 9760953
Computer-implemented methods, system and computer program products for determining questions or potential questions to present to a user of a tax preparation application based at least in part upon analysis of pre-determined semantic dependencies of interview questions. Questions that are determined to be independent or free of semantic dependency can be selected as questions to be presented to the user or questions that are the subject of non-binding suggestions generated by a rule…

Defining application programming interfaces (APIS) using object schemas

Granted: September 5, 2017
Patent Number: 9753744
The present disclosure relates to accessing data using dynamically generated application programming interface (API) calls. According to one embodiment, a method generally includes receiving, at a computing system, a data request from a client device. The data request generally identifies a navigable path through a graph projection of the API. The computing system generates an API call to process the data request. To generate the API call for each node in the navigable path, the…

Relative spending pattern reports for a financial management system

Granted: September 5, 2017
Patent Number: 9754318
A method and apparatus for displaying relative spending pattern data includes a process for displaying relative spending pattern data and/or an application for displaying relative spending pattern reports whereby, data representing various financial transactions is obtained and categorized by a computing system implemented financial management system. The financial transaction data is then stored. A user is then provided with a user interface including a capability to activate a selected…

Readying customer data based on geo-location

Granted: August 29, 2017
Patent Number: 9747595
In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and…

Systems and methods for purchasing products from a retail establishment using a mobile device

Granted: August 29, 2017
Patent Number: 9747631
Techniques for purchasing products from a retail establishment using a mobile device allow a user to transact a purchase of physical products within a retail establishment site, without need for significant interaction with personnel of the retail establishment to transact the purchase. The user may install a software application on the mobile device to communicate with a purchase facilitating server. An image acquisition component of the mobile device may be used to obtain an image of…

System and method for managing website scripts

Granted: August 22, 2017
Patent Number: 9741059
A system and method for managing website scripts includes operations which provide for selection and automatic management of community contributed website scripts in order to provide efficient operation for consumer users and computing systems providing services on their behalf. Periodically, at least once during each refresh period, one or more website scripts are selected to be automatically performed on a biller website, based on a predetermined priority, and if the selected script…