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1.
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.
Inventor: Bala Dutt , Rahul Vankudothu , Prabhat Hegde , Anurag Tyagi , Sunil Tandra Sishtla , Sandeep Gupta
IPC: G06Q40/00 , G06F40/174 , G06F40/186
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.
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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.
Inventor: Bala Dutt , Prabhat Hegde , Ajay Karthik
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.
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3.
公开(公告)号:US11734771B2
公开(公告)日:2023-08-22
申请号:US17398284
申请日:2021-08-10
Applicant: Intuit Inc.
Inventor: Bala Dutt , Rahul Vankudothu , Prabhat Hegde , Anurag Tyagi , Sunil Tandra Sishtla , Sandeep Gupta
IPC: G06Q40/12 , G06F40/174 , G06F40/186
CPC classification number: G06Q40/12 , G06F40/174 , G06F40/186
Abstract: Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.
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公开(公告)号:US11354495B2
公开(公告)日:2022-06-07
申请号:US17091273
申请日:2020-11-06
Applicant: Intuit Inc.
Inventor: Prabhat Hegde , Bala Dutt , Sivaraj Iyamperumal , Roshni Neogy , Anurag Tyagi
IPC: G06F40/186 , H04L67/52 , G06Q40/06 , G06F16/93 , G06F16/335
Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.
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5.
公开(公告)号:US20190129931A1
公开(公告)日:2019-05-02
申请号:US15854479
申请日:2017-12-26
Applicant: Intuit Inc.
Inventor: Prabhat Hegde , Bala Dutt , Sivaraj Iyamperumal , Roshni Neogy , Anurag Tyagi
Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.
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公开(公告)号:US20210056259A1
公开(公告)日:2021-02-25
申请号:US17091273
申请日:2020-11-06
Applicant: Intuit Inc.
Inventor: Prabhat Hegde , Bala Dutt , Sivaraj Iyamperumal , Roshni Neogy , Anurag Tyagi
IPC: G06F40/186 , H04L29/08 , G06Q40/06 , G06F16/93 , G06F16/335
Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.
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公开(公告)号:US10853567B2
公开(公告)日:2020-12-01
申请号:US15854479
申请日:2017-12-26
Applicant: Intuit Inc.
Inventor: Prabhat Hegde , Bala Dutt , Sivaraj Iyamperumal , Roshni Neogy , Anurag Tyagi
IPC: G06F40/186 , H04L29/08 , G06Q40/06 , G06F16/93 , G06F16/335
Abstract: A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.
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8.
公开(公告)号:US09934213B1
公开(公告)日:2018-04-03
申请号:US14697803
申请日:2015-04-28
Applicant: Intuit Inc.
Inventor: Bala Dutt , Rahul Vankudothu , Prabhat Hegde , Anurag Tyagi
IPC: G06F17/00 , G06F17/24 , G06Q40/00 , G06F17/30 , G06Q20/10 , G06Q20/12 , G06Q30/02 , G06F17/22 , G06Q20/40 , G06Q40/02 , G06Q40/06 , G06Q20/38 , G06Q10/10
CPC classification number: G06F17/243 , G06F17/2247 , G06F17/248 , G06F17/30 , G06F17/30011 , G06Q10/10 , G06Q20/10 , G06Q20/108 , G06Q20/12 , G06Q20/385 , G06Q20/40 , G06Q30/02 , G06Q40/00 , G06Q40/02 , G06Q40/06
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.
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公开(公告)号:US12101376B2
公开(公告)日:2024-09-24
申请号:US17161579
申请日:2021-01-28
Applicant: Intuit Inc.
Inventor: Sachin Kumar Maheshwari , Bala Dutt , Ravi Kumar Chauhan , Thomas Ryan Barnes , Snezana Sahter
IPC: H04L67/1074 , G06F18/214 , G06N20/00 , H04L9/40
CPC classification number: H04L67/1076 , G06F18/214 , G06N20/00 , H04L63/0876 , H04L67/1078
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.
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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.
Inventor: Sachin Kumar Maheshwari , Bala Dutt , Ravi Kumar Chauhan , Thomas Ryan Barnes , Snezana Sahter
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.
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