Intuit, Inc.

Heidi Yang

Mary Farrow

Kelly Akashi

Grace Wu

Susrutha Gongalla

Carly Wood

Justin Li

Prasannavenkatesh Chandrasekar

Justin Eli Calles

Joanna Sim

Hannah Hudson

Rit Mishra

Gerald Carvalho

Catherine Cacheris

Lei Pei

Diwakar Kumawat

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to provide input related to the pre-classified data set based on the summary. Embodiments further include receiving input from the user via the user interface, the input relating to the pre-classified data set.

User interfaces based on pre-classified data sets

Display device with a graphical user interface

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary. Embodiments further include receiving input from the user via the user interface, the input assigning a category to all activities in the pre-classified data set together based on the summary.

A method for category search. The method includes determining semantic relationships between terms in a corpus; obtaining, from an expense category hierarchy and for an expense category, a collection of keywords; and expanding the collection with a related keyword according to a semantic relationship of the relationships between the related keyword and a preexisting keyword in the collection. The method further includes extracting a segment from a description of a first historical transaction by a user of the financial product; and adding the extracted segment as an additional keyword to the collection when, for the extracted segment, the minimum of a first and a second confidence-interval bound calculated for a first transaction score and a first user score, respectively, satisfy a first threshold; and returning the name of the expense category in response to a user submitting a first query that comprises at least one the keyword in the collection.

Generation of keywords for categories in a category hierarchy of a software product

Display device with a graphical user interface for categorization options

Growing community of inventors

Mountain View, CA, United States of America

Heidi Yang