Intuit, Inc.

Mary Farrow

Heidi Yang

Kelly Akashi

Lei Pei

Diwakar Kumawat

Display device with a graphical user interface

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.

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Sunnyvale, CA, United States of America

Mary Farrow