Intuit, Inc.

Jennifer Martin

Peter Allen Vogel

Tyler Riding

Amit Arya

George Chiramattel Kunjachan

Joseph Davidchik

Dorelle Rabinowitz

Jeff Alan Zias

Joseph L Wells

Emily W Hebard

Priyajeet Hora

Shyam P Nukala

Arun Varshney

Bridgette Haymaker

Erika Kindlund

A method may include receiving, from a source application, partial data that is incomplete for use by a target application, obtaining a set of contextual data correlated with the partial data, assigning, using a ranking model, confidence levels to the set of contextual data, selecting, from the set of contextual data, contextual data according to the confidence levels assigned to the set of contextual data, generating augmented partial data using the contextual data and the partial data, determining that the augmented partial data satisfies a transaction completion criterion of a transaction schema, and in response to determining that the augmented partial data satisfies the transaction completion criterion, sending the augmented partial data to a transaction store used by the target application.

Platform for staging transactions

A method, system, and computer readable medium to process transaction records obtained from electronic commerce applications (ECAs) as staged transactions before posting to an accounting ledger in a financial management application (FMA). In this manner, the user (e.g., small business owner, book keeper, or accountant), the ECA developer, and the FMA provider are allowed to focus on their respective domain knowledge while allowing the financial management application, augmented by user-defined rules that are appropriate to the business in question, to automate the accounting ledger posting.

Staged transactions in financial management application

A method may include receiving, via a network and from a source application, partial data including values for parameters defined according to an application programming interface (API). Each parameter may be defined by the API as optional. The partial data may be incomplete for use by a target application. The method may further include obtaining a set of contextual data correlated with the partial data, generating augmented partial data by combining the partial data and contextual data selected from the set of contextual data, determining that the augmented partial data satisfies a transaction completion criterion of a transaction schema, and in response to determining that the augmented partial data satisfies the transaction completion criterion, sending the augmented partial data to a transaction store used by the target application.

Staged application programming interface

A method for recording a transaction using a Dynamic User Interface (DUI) within an application, including receiving, from a user of the application, the transaction relating to a customer of the user; receiving a request to generate a form for the transaction; generating, based on the request to generate the form, the form containing a customer list and a form element; receiving a request to generate the DUI; generating, based on the request to generate the DUI, the DUI adjacent to the form displayed within the application; receiving an identification of the customer from the customer list; populating, based on the identification of the customer, the DUI with the transaction relating to the customer; receiving, from the user, a selection of the transaction from the DUI; populating, within the form adjacent to the DUI, the form element using the transaction; and recording, within the application, the transaction.

Method and system for recording a transaction using a dynamic user interface within an application

A computer-implemented method for enrolling an employer with an agency. The method includes obtaining employer data from the employer, evaluating a requirement to enroll with the agency based on the employer data, accessing a customized interface associated with the agency based on the requirement, transmitting the employer data to the customized interface, and receiving an employer enrollment credential from the agency to confirm enrollment with the agency.

Employer agency enrollment

Growing community of inventors

Los Altos, CA, United States of America

Jennifer Martin