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.

    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.

    SCALABLE REQUEST AUTHORIZATION
    10.
    发明申请

    公开(公告)号:US20220239733A1

    公开(公告)日:2022-07-28

    申请号:US17161579

    申请日:2021-01-28

    Applicant: Intuit Inc.

    Abstract: A method scalably authorizes requests. A request to authorize access to a resource is received. A plurality of policies controlling the request is identified. The plurality of policies are concurrently processed. A decision for a policy is received. The decision is of a plurality of decisions corresponding to the plurality of policies. The policy is of the plurality of policies. The decision is determined using a machine learning model and the request. An aggregate decision is generated from the plurality of decisions. A token to access the resource is transmitted in response to the aggregate decision.

Patent Agency Ranking