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.

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.

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.