Source rank metric of measuring sources of influence
Granted: September 6, 2022
Patent Number:
11436291
A method implements a source rank metric of measuring sources of influence. The method includes processing transactions to generate a graph. The method further includes processing the graph to select nodes. A node is identified as one or more of a source node and a destination node of an edge of the graph. The method further includes processing source ranks, of the nodes, to update the source ranks. A source rank is calculated using a subset of indegree values and a subset of outdegree…
System and method for identifying at-risk users of a data management system and providing personalized attention to those users
Granted: September 6, 2022
Patent Number:
11436119
A data management system predicts whether users will continue using the data management system. The data management system includes an analysis model that generates user retention prediction data based on time dependent user data and static user data. The analysis model also generates recommended actions to be taken by the data management system to increase the probability of retaining the user.
Financial management using augmented reality systems
Granted: May 10, 2022
Patent Number:
11328349
The disclosed embodiments provide an augmented reality system. The augmented reality system includes a camera that captures a set of images of one or more physical documents. The augmented reality system also includes a processing apparatus that enables use of the augmented reality system by a user in performing financial management associated with data in the one or more physical documents.
Multi-channel hybrid models for efficient routing
Granted: May 3, 2022
Patent Number:
11323570
Systems and methods are used to generate contact type predictions that route user customer service requests within a support platform. The contact type predictions are generated using a hybrid model that includes a deep learning component and a business logic component. The deep learning component may generate a multi-channel output based on text features and context features. The multi-channel output is modified based on one or more business rules to generate the contact type…
System and method for providing global tag suggestions based on user information and transaction data
Granted: May 3, 2022
Patent Number:
11321785
Systems and methods that may be used to provide guidance and or tag suggestions to a user of an electronic accounting system and or service that overcome the shortcomings associated with user-defined tags.
System and method for providing additonal monthly income by capitalizing expected annual tax refund to monthly payments and or predicting accurate tax withholdings for certain taxpayers
Granted: May 3, 2022
Patent Number:
11321776
Systems and methods that may be used to provide a predictive tax loan or other monetary advance before the loan recipient (e.g., a taxpayer) prepares and files its tax return. A risk of providing a predictive tax loan or monetary advance is modeled separately from a machine learning model used to determine the anticipated tax refund amount and tax loan. The disclosed systems and methods may also predict accurate tax withholdings based on multiple machine learning models from multiple…
System and method for detecting unseen overdraft transaction events
Granted: May 3, 2022
Patent Number:
11321771
System and method configured to evaluate financial transaction information and detect overdraft transaction events regardless of the financial institution associated with the event.
System and method to enable payment using mark generation and mobile device
Granted: May 3, 2022
Patent Number:
11321691
A method involves scanning a symbol presented on a point of sale (POS) system including a POS processor; decoding the symbol to obtain purchase data and bidirectional connection data, where the bidirectional connection data describes a bidirectional connection; generating payment data using the purchase data; establishing the bidirectional connection with the POS system; sending the payment data to the POS system over the bidirectional connection; and receiving payment confirmation from…
System and method for labeling machine learning inputs
Granted: May 3, 2022
Patent Number:
11321629
A method and system assists users to generate training sets of labeled data items for machine learning processes. The method and system receives data sets of unlabeled data items from users. The method and system presents data items from the data set for labeling by the users. The method and system analyzes data items that have been labeled by the user and selects future data items to be presented to the user based on analysis of the labeled data items.
System and method for providing and maintaining irrefutable proof of the building, testing, deployment and release of software
Granted: April 26, 2022
Patent Number:
11316695
A system and method for providing and maintaining irrefutable proof of the building, testing, deployment and release of a software product. The system and method provide a secure, immutable electronic ledger to be accessed by various services and systems during the software product's development and release cycle. The ledger may be implemented using electronic blocks linked together via cryptography.
Bias prediction and categorization in financial tools
Granted: April 26, 2022
Patent Number:
11315177
A processor may obtain financial data for a user. The processor may process the financial data to generate feature data indicative of at least one feature. The processor may compare the at least one feature to at least one threshold value to determine that the user has a cognitive bias affecting a financial preference of the user and associated with the at least one threshold value. The at least one threshold value may denote a threshold for membership in a cluster of unlabeled users…
Systems and methods for initial inventory template generation for accounting platforms
Granted: April 26, 2022
Patent Number:
11315076
Systems and methods that may be used to automatically generate inventory templates for use with an accounting platform. The automatically generated templates may be for a first user within a particular industry and may be based on established inventory trees of other system users within the same industry that have similar demographics of the first user.
Action recommendation engine
Granted: April 26, 2022
Patent Number:
11314829
A method may include receiving, from a software application, pre-signup data of a user, embedding the pre-signup data to obtain a pre-signup data vector, generating, by applying a topic model to the pre-signup data vector, a pre-signup topic vector, receiving action descriptions of actions of the software application, embedding the action descriptions to obtain action description vectors, generating, by applying the topic model to the action description vectors, action description topic…
Deployment and customization of applications at the widget level
Granted: April 26, 2022
Patent Number:
11314497
This disclosure relates to customizing deployment of an application to a user interface of a client device. An exemplary method generally includes training a model based on historical context information of a plurality of users by identifying correlations between the historical context information and a plurality of widgets and storing the correlations in the model. The method further includes receiving context information from the client device. The method further includes determining a…
System, method and user interface for determining an employee's labor cost rate
Granted: April 26, 2022
Patent Number:
11314382
Systems, methods and a graphical user interface for determining an employee's real-time labor cost, which may be based on the employee's wages and other employer costs that add to the cost of using an employee for a particular project.
User interface for tag management
Granted: April 26, 2022
Patent Number:
11314380
Aspects of the present disclosure provide techniques for providing a graphical user interface. Embodiments include displaying a text input field. Embodiments include receiving an input of at least a portion of a tag via the text input field. Embodiments include displaying, in response to the input and proximate to the text input field, a graphical representation of an existing tag that relates to the input. The graphical representation includes a type of the existing tag, the existing…
Personalized help using user behavior and information
Granted: April 19, 2022
Patent Number:
11307879
Certain aspects of the present disclosure provide techniques for improving a user experience of an application. Embodiments include receiving user activity information related to activities of a user during use of the application. Embodiments include providing the user activity information as input to a predictive model. The predictive model may have been trained using historical activity data and historical solution data associated with a plurality of users to determine actionable…
System and method for dimensionality reduction of vendor co-occurrence observations for improved transaction categorization
Granted: April 19, 2022
Patent Number:
11308562
A method and system assists users of an electronic bookkeeping system to sort financial transactions into accounts representing bookkeeping categories. The method and system generates vectors representing the accounts and the merchants known to the bookkeeping system. The method and system generates compressed versions of the vectors by compressing the vectors. The method and system assists users to sort the financial transactions by analyzing the compressed vectors.
User interface for time entry
Granted: April 19, 2022
Patent Number:
11308452
Aspects of the present disclosure provide techniques for providing a graphical user interface. Embodiments include displaying text input fields corresponding to days of a week. Embodiments include receiving a selection of a first text input field of the text input fields corresponding to a day of the week. Embodiments include displaying, based on the selection of the first text input field, an additional text input field for entering text related to the day of the week. Embodiments…
Hierarchical optimization for processing objectives sequentially and/or iteratively
Granted: April 19, 2022
Patent Number:
11308431
Certain aspects of the present disclosure provide techniques for hierarchical optimization including: receiving a request to optimize a primary objective; determining a set of stages to optimize the primary objective; for each respective stage of the set of stages: determining an objective function; when the respective stage is the first stage to be processed: determining values of a set of variable inputs to the respective stage and an output of the objective function; when the…
