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1. 发明申请

US20210049708A1 TAX DOCUMENT IMAGING AND PROCESSING 有权
公开(公告)号：US20210049708A1
公开(公告)日：2021-02-18
申请号：US17088628
申请日：2020-11-04
申请人： INTUIT INC.
发明人： Nankun Huang , Amir Eftekhari , Carol A. Howe , Alan B. Tifford , Jeffrey P. Ludwig
IPC分类号： G06Q40/00
摘要： Methods, systems and articles of manufacture for allowing taxpayers to utilize mobile communication or communication devices such as smartphones and tablet devices to upload tax document images and process tax document images such that resulting recognized tax data is incorporated into an electronic tax return. Authentication data is generated and provided to the taxpayer to establishing a connection with an image processor, which provides recognized tax data to the on-line tax preparation application for incorporation into the electronic tax return. Authentication data may be embodied within a URL address to the image processor that is transmitted as a SMS message to the mobile communication or computing device or encoded within a QR code such that the mobile communication or computing device can be used to take an image of and decode the QR code to determine the URL address and authentication data to establish a connection with the image processor.

2. 发明授权

US10558740B1 Serving different versions of a user interface in response to user emotional state 有权
公开(公告)号：US10558740B1
公开(公告)日：2020-02-11
申请号：US15456751
申请日：2017-03-13
申请人： INTUIT INC.
发明人： Damien O'Malley , Nankun Huang , Amir Eftekhari , Yao Morin , Joseph Elwell
IPC分类号： G06F3/00 , G06F17/22
摘要： The present disclosure relates to dynamically generating user interfaces based on a user's emotional state. An example method generally includes a computer system receiving emotional response data from a client device. The computer system identifies a version of a user experience to present on the client device based on the received emotional response data and generates code for rendering a user interface associated with the identified version of the user experience. The generated code is transmitted to the client device for rendering and presentation on the client device.

3. 发明授权

US09916627B1 Methods systems and articles of manufacture for providing tax document guidance during preparation of electronic tax return 有权
公开(公告)号：US09916627B1
公开(公告)日：2018-03-13
申请号：US14266512
申请日：2014-04-30
申请人： Intuit Inc.
发明人： Nankun Huang , Carol A. Howe , Robert E. Bamford , Christopher M. Dye
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： Computer-implemented methods, systems and computer program products for directing a current user of a tax preparation application to a portion of the current user's tax document. Images of tax documents of other or prior users are received, and a tax document image is selected. Tax data within the selected tax document image is redacted from the image to generate an image of a template of a tax document. Sections or interface elements of interview screens generated by the tax preparation program are mapped to sections of the template. When the current user selects an interface element such as a field, a pre-determined or selected portion of the template image is presented through the tax preparation application to the current user. The particular field mapped to the particular selected interface element may be identified or highlighted.

4. 发明授权

US11194457B1 Knowledge engine auto-generation of guided flow experience 有权
公开(公告)号：US11194457B1
公开(公告)日：2021-12-07
申请号：US17006026
申请日：2020-08-28
申请人： INTUIT INC.
发明人： Justin Rui Chang Chiang , Maria Regina Villanueva Garcia , Kevin M. McCluskey , Nankun Huang
IPC分类号： G06F3/0484 , G06F3/0483 , G06F9/54 , G06F40/183 , G06F3/0482
摘要： Certain aspects of the present disclosure provide techniques for generating a user experience for a software program product based on a knowledge engine. Techniques for generating the user experience include a UI builder tool providing a set of tabular UI views and receiving in each tabular UI view corresponding input data for generating a calculation graph, a completeness graph, and a client UI view. Based on the input data, the UI builder tool and knowledge engine can generate a set of artifact files. The knowledge engine can generate and/or execute the calculation and completeness graphs as defined in the corresponding artifact files. The UI builder tool can generate an instance of the client UI view. With the generated calculation graph(s), completeness graph(s), and an instance of the client UI view, the user experience can be provided to a computing device.

5. 发明授权

US09886725B1 Method for multi-level data presentation for year to year changes in tax liability 有权
公开(公告)号：US09886725B1
公开(公告)日：2018-02-06
申请号：US14014172
申请日：2013-08-29
申请人： Intuit Inc.
发明人： Paul Bober , Nankun Huang , Gang Wang
IPC分类号： G06Q40/00
CPC分类号： G06Q40/123
摘要： The methods described herein are suitable for use in explaining changes in the net federal tax between a current year and a preceding year (e.g., year-over-year changes). Thus, the methods have suitability for comparing taxes due amounts between different tax years as well as refund amounts between different tax years. The computing device presents to a user of the tax preparation software a multi-level data presentation of the reasons contributing to the differences in tax liability between a current year and a preceding year. In one aspect, the reasons may be expanded or collapsed to sure more or less detail depending on user preference.

6. 发明授权

US09639900B2 Systems and methods for tax data capture and use 有权
公开(公告)号：US09639900B2
公开(公告)日：2017-05-02
申请号：US15018662
申请日：2016-02-08
申请人： INTUIT INC.
发明人： Nankun Huang , Amir Eftekhari , Carol A. Howe , Alan B. Tifford , Jeffrey P. Ludwig
IPC分类号： G06K9/34 , G06Q40/00 , G06K9/00
CPC分类号： G06Q40/123 , G06K9/00449 , G06K9/00463
摘要： A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer identifies a tax form corresponding to the at least one document from the plurality of different tax forms based at least in part on a confidence level associated with the comparison of the extracted one or more features to the database. At least a portion of the tax data from the acquired image is transferred into corresponding fields of the tax preparation application.

7. 发明授权

US09412017B1 Methods systems and computer program products for motion initiated document capture 有权
标题翻译：方法系统和计算机程序产品，用于运动启动文档捕获
公开(公告)号：US09412017B1
公开(公告)日：2016-08-09
申请号：US14144354
申请日：2013-12-30
申请人： Intuit Inc.
发明人： Nankun Huang , Carol Howe , Christopher M. Dye , Robert E. Bamford
IPC分类号： G06K9/00
CPC分类号： G06Q40/123 , G06F3/0488 , G06F3/167 , G06F17/243 , G06K9/00228 , G06K9/00449 , G06K9/03 , G06K9/20 , G06T7/004 , G06T11/60 , G06T2207/10004 , G06T2207/30201 , G06T2210/22 , H04N5/232
摘要： A computing device acquires a video of a tax document utilizing a video camera such as a webcam. The video is analyzed to detect a first motion of the tax document, such as sufficient shaking or movement of the tax document, satisfying first pre-determined criteria that results in the computing device being prompted or requested by the user to take an image of the tax document. After the first pre-determined criteria has been satisfied, the user is instructed to hold the tax document steady. Subsequent video frames are analyzed to detect a second motion or the tax document being sufficiently still or steady, in response to which an image of the tax document is acquired and processed to extract data of the tax document from the acquired image and populate corresponding fields of the electronic tax return.
摘要翻译：计算设备使用诸如网络摄像机的摄像机来获取税收文件的视频。分析视频以检测税务文件的第一动作，例如税务文件的充分摇动或移动，满足导致计算设备被提示或请求的第一预定标准，以便用户拍摄图像税务文件。在第一个预先确定的标准得到满足后，用户被指示持有税务文件。分析随后的视频帧以检测第二动作或税务文件足够静止或稳定，响应于此，获取并处理税务文件的图像以从所获取的图像提取税务文件的数据并填充相应的字段电子报税表。

8. 发明授权

US09256783B2 Systems and methods for tax data capture and use 有权
标题翻译：税收数据捕获和使用的系统和方法
公开(公告)号：US09256783B2
公开(公告)日：2016-02-09
申请号：US13781393
申请日：2013-02-28
申请人： Intuit Inc.
发明人： Nankun Huang , Amir Eftekhari , Carol A. Howe , Alan B. Tifford , Jeffrey P. Ludwig
IPC分类号： G06K9/34 , G06K9/00 , G06Q40/00
CPC分类号： G06Q40/123 , G06K9/00449 , G06K9/00463
摘要： A computer-implemented method of acquiring tax data for use in tax preparation application includes acquiring an image of at least one document containing tax data therein with an imaging device. A computer extracts one or more features from the acquired image of the at least one document and compares the extracted one or more features to a database containing a plurality of different tax forms. The database may include a textual database and/or geometric database. The computer identifies a tax form corresponding to the at least one document from the plurality of different tax forms based at least in part on a confidence level associated with the comparison of the extracted one or more features to the database. At least a portion of the tax data from the acquired image is transferred into corresponding fields of the tax preparation application.
摘要翻译：采用计算机实现的用于纳税准备应用的税务数据的方法包括利用成像装置获取包含其中的税收数据的至少一个文件的图像。计算机从所获取的至少一个文档的图像中提取一个或多个特征，并将所提取的一个或多个特征与包含多个不同税表的数据库进行比较。数据库可以包括文本数据库和/或几何数据库。该计算机至少部分地基于与所提取的一个或多个特征与数据库的比较相关联的置信水平，从多个不同的税表中识别与至少一个文档相对应的税表。所获取的图像的至少一部分税务数据被转移到税务准备申请的相应领域。

9. 发明申请

US20210295453A1 METHODS, SYSTEMS AND COMPUTER PROGRAM PRODUCTS FOR FACILITATING USER INTERACTION WITH TAX RETURN PREPARATION PROGRAMS 有权
公开(公告)号：US20210295453A1
公开(公告)日：2021-09-23
申请号：US17343668
申请日：2021-06-09
申请人： INTUIT INC.
发明人： Paul F. Hubbard , Tyler Thomas Krupicka , Andrew Scott Jeddeloh , Nankun Huang , Amir R. Eftekhari
IPC分类号： G06Q40/00
摘要： A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the portion as a query object property. The system further includes a natural language synthesis engine configured to map the property to a first natural language question. Moreover, the system includes a natural language analysis engine configured to analyze user input and to identify a characteristic that maps to the property based on the user input. In addition, the system includes a runner interface configured to modify the query object based on the characteristic, update the tax return completion graph based on the modified query object, and analyze the updated tax return completion graph to determine whether it is complete.

10. 发明授权

US11087410B2 Methods, systems and computer program products for facilitating user interaction with tax return preparation programs 有权
公开(公告)号：US11087410B2
公开(公告)日：2021-08-10
申请号：US15143551
申请日：2016-04-30
申请人： INTUIT INC.
发明人： Paul F. Hubbard , Tyler Thomas Krupicka , Andrew Scott Jeddeloh , Nankun Huang , Amir R. Eftekhari
IPC分类号： G06Q40/00
摘要： A system for facilitating user interaction with a tax return preparation program includes a completion graph parser configured to identify a portion of a tax return completion graph corresponding to a tax topic. The system also includes a query object creator configured to analyze and assign a node in the portion as a query object property. The system further includes a natural language synthesis engine configured to map the property to a first natural language question. Moreover, the system includes a natural language analysis engine configured to analyze user input and to identify a characteristic that maps to the property based on the user input. In addition, the system includes a runner interface configured to modify the query object based on the characteristic, update the tax return completion graph based on the modified query object, and analyze the updated tax return completion graph to determine whether it is complete.

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