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.

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.

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.

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

IPC: G06F17/24 ,  G06F17/30 ,  G06Q40/06 ,  H04L29/08

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.