System for generation of smart content

    公开(公告)号:US12271878B1

    公开(公告)日:2025-04-08

    申请号:US16180268

    申请日:2018-11-05

    Applicant: INTUIT INC.

    Abstract: Certain aspects of the present disclosure provide techniques for providing smart content to a user of an application. Embodiments include receiving a request from a client for content. The request may include context data. Embodiments include identifying a content template for the content based on the request. Embodiments include identifying a rule associated with the content template. Embodiments include evaluating the rule based on the context data in order to determine a value of a variable. Embodiments include generating personalized content based on the content template and the value of the variable. Embodiments include providing the personalized content to the client.

    SYSTEM AND METHOD FOR MANAGING CUSTOM FIELDS

    公开(公告)号:US20220156245A1

    公开(公告)日:2022-05-19

    申请号:US16950440

    申请日:2020-11-17

    Applicant: Intuit Inc.

    Abstract: A method may include obtaining a table including a table schema including definitions of native fields, adding a value of a custom field to the table by inserting, in a native field, a native field value including (i) an identifier (ID) of the custom field and (ii) the value of the custom field, and storing a definition of the custom field in a custom field registry external to the table. The custom field may be undefined by the table schema. The method may further include receiving a request to perform an operation on the table, generating, from the request, a query on a subset of the native fields and the custom field, executing the query to obtain query results, and transmitting, in response to the request, the query results.

    System and method for detecting and mapping data fields for forms in a financial management system

    公开(公告)号:US11120512B1

    公开(公告)日:2021-09-14

    申请号:US15857134

    申请日:2017-12-28

    Applicant: Intuit Inc.

    Abstract: A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

    Personalized help using user behavior and information

    公开(公告)号:US11307879B2

    公开(公告)日:2022-04-19

    申请号:US16504509

    申请日:2019-07-08

    Applicant: INTUIT INC.

    Abstract: 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 solutions to issues related to use of the application. Embodiments include determining, based on output from the predictive model, an actionable solution to an issue related to use of the application by the user. Embodiments include providing the actionable solution to the user via a user interface associated with the application. The actionable solution may be provided without being initiated by the user.

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