Intuit, Inc.

Sony Corporation

Sony Electronics Inc

Other

Anthony Lionel Creed

Kenichi Mori

Christopher Neil Quinn

Justin C Marr

Aaron John Dew

Matthew Chang

Chris Quinn

Greg D Gudorf

Bennett R Blank

Rolf Toft

William Hausch

Joel Kopelioff

Jason J Casseday

Frederick J Zustak

Joseph Elwell

Alan Brian Tifford

Michael I Mills

Ananth Uggirala

Jennifer Lynn Keenan

Karla Julietta Uribe

Qwan T Pham

Shuang Li

Jason Char

Henry Shyue-yeong Wang

Dave Curtis Barrett

Michele Lynn Sarko

David W Burklund

Michelle M Makowski

Elizabeth Nelson

David Bernat

Greg Miller

Sue Tritt

Rodney Sitton

User data used or generated by an online application is stored by the online application on the client device, rather than entirely on the system hosting the online application.

Storing on a client device data provided by a user to an online application

The disclosed embodiments provide a system that facilitates use of an application. During operation, the system obtains a visual annotation of a user interface for the application, in which the visual annotation corresponds to a user issue with the user interface. Next, the system uses the visual annotation to update a spatial map of user issues with the user interface. Finally, the system uses the visual annotation and the spatial map to facilitate use of the application by an end user.

Visual annotations and spatial maps for facilitating application use

A method for user authentication involves initiating an authentication process, receiving images associated with the authentication process, selecting an image from the images to generate a selection; and obtaining authentication based on the selection, where the image is associated with the authentication process and sent prior to initiating the authentication process.

System and method for user authentication

A method for entering input into a form involves receiving prose based on the form and a first input, receiving a request for a second input, where the request is based on the first input, submitting the second input in response to the request, where the second input contains a modification to the prose, where the second input is incorporated into the prose to obtain a summary that enables comprehension of the form.

Dynamic paragraphs

A presentation configuration system may receive metadata from multiple users utilizing tax preparation applications. The metadata may be tags or labels of interview segments of the tax preparation applications. The presentation configuration system may create community defined presentation structures from the metadata such that the community defined presentation structure includes an organization of interview segments within a tax preparation application. The community defined presentation structure may indicate how interview segments of a tax preparation application should be presented to a user. Furthermore, a tax preparation application may provide a user (e.g., a taxpayer) with multiple options corresponding to community defined presentation structures. The tax preparation application may receive a selection of one of the options from the user. Thus, the tax preparation application may present the tax preparation interview segments of the tax preparation application to the user according to the community defined presentation structure indicated by the option selected.

System and method for creating and implementing community defined presentation structures

An electronic filing system may receive electronic documents including a completed tax return. The electronic documents may be of a standard document presentation format such as Portable Document Format. The electronic filing system may parse the completed tax return and create transmittable data that includes the completed tax return. The transmittable data may be of a format that is accepted by a taxing authority and different than the original format. The transmittable data may be transmitted to the taxing authority for electronic filing of the completed tax return. The electronic filing system may check for tax return errors before transmitting the transmittable data. The electronic filing system may enable the user to correct errors before transmitting the transmittable data as well as receiving additional error notifications from the taxing authority. The electronic filing system may notify the user of such errors and enable the user to correct the errors.

Transformation of standard document format electronic documents for electronic filing

A method for authenticating a user, that includes receiving an account identifier from the user, obtaining a media prompt from an account based on the account identifier, presenting the user with the media prompt and a question prompt, wherein the question prompt references the media prompt, receiving input answering the question prompt, comparing the input with a valid response to determine whether the user is authentic, wherein the valid response requires personal knowledge of the media prompt and the question prompt, and authorizing the user to access a resource when the user is authentic.

Method and system for providing authentication credentials

Method and apparatus for variable help content and abandonment intervention based on customer behavior in computer applications. A pattern detection and intervention mechanism may be provided that may collect usage and possibly other data for the application for a plurality of users of the application and analyze the usage data to determine usage patterns. The collected data and determined usage patterns may then be used by the pattern detection and intervention mechanism to look for and detect deviations from expected behavior and/or patterns of abnormal behavior. Embodiments may provide one or more methods of intervention to provide context-specific help or otherwise assist users for which deviations from expected behavior and/or abnormal patterns of behavior are detected. The detection that users are having difficulty with the application and proactive intervention when such difficulties are detected may help to prevent the users from abandoning the application.

Method and apparatus for variable help content and abandonment intervention based on user behavior

A method for completing a financial form by a user, including: generating a plurality of panels associated with a plurality of financial events reported by the financial form; obtaining a visual data item associated with the user and a financial event of the plurality of financial events; applying the visual data item to a panel of the plurality of panels, where the panel is associated with the financial event; capturing a financial value associated with the financial event using the panel; populating at least a portion of the financial form based on the financial value; extracting a key from a previously populated financial form associated with the user; and searching a visual data source based on the key, where the visual data item is located in the visual data source.

System and method for completing a form

A system for compensation query management includes one or more processors and memory coupled to the processors. The memory stores program instructions executable by the processors to implement an analysis tool. The analysis tool is configured to access representations of a plurality of tax returns and extract compensation-related data from the tax returns. The analysis tool is further configured to compile a version of the compensation-related data into a data store, and access the data store to prepare a response to a compensation query.

System and method for compensation query management

A method of populating at least one form involving selecting a current completion option based on a previous completion option, obtaining a first completion process based on the current completion option, and populating the at least one form using the first completion process, wherein a format of the first completion process is determined by the selected current completion option.

Method and system for populating a form based on an existing format

A user-driven document data collection system may allow the user to enter document data in no particular order. The data collection system may help the user identify documents and determine whether those documents are relevant. The document data collection system may also allow the user to input a description of a document, identify the document based on the description, and determine whether or not the document is appropriate for data collection. The data collection system may be configured to display example documents for the user to verify the identification of a document. A user may enter data for a document via a data entry screen based in part on a scanned image of the document. The document data collection system may analyze the data from documents to determine whether or not any additional information, such as from additional documents, is required to perform a particular task using the document data.

User-driven document-based data collection

A method for completing a form including selecting a first topic appearing on the form, receiving a first panel within a graphical user interface (GUI), where the first panel is associated with the first topic and is used to complete a section of the form, assigning a first panel relevance rating to the first panel, supplying a response to the first panel, receiving a second panel predicted based on the first topic and the first panel relevance rating, assigning a second panel relevance rating to the second panel, and receiving the section of the form after the section is completed based on the response to the first panel.

Method and system for predictive form completion

A system and method for completing a financial form including generating a navigation path by selecting a plurality of financial events, where the navigation path is used as a framework to complete the financial form, selecting a webinar event from the plurality of financial events in the navigation path, where the webinar event is one of the plurality of financial events associated with at least one webinar related to one of the plurality of financial events, and completing at least a portion of the financial form using the at least one webinar.

Growing community of inventors

San Diego, CA, United States of America

Anthony Lionel Creed