Intuit, Inc.

Prabhat Hegde

Bala Dutt

Anurag Tyagi

Rahul Vankudothu

Jayanth Saimani

Sandeep Gupta

Sunil Tandra Sishtla

Sivaraj Iyamperumal

Roshni Neogy

Ajay Karthik Nama Nagaraj

Satyajit Nath Bhowmik

Ajit Roy

Vikram Chunduru

Reetendra Singh Chauhan

Ajay Karthik

Certain aspects of the present disclosure provide techniques for providing smart content to a user of an application. Embodiments include receiving a request from a client for content. The request may include context data. Embodiments include identifying a content template for the content based on the request. Embodiments include identifying a rule associated with the content template. Embodiments include evaluating the rule based on the context data in order to determine a value of a variable. Embodiments include generating personalized content based on the content template and the value of the variable. Embodiments include providing the personalized content to the client.

System for generation of smart content

Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.

System and method for detecting and mapping data fields for forms in a financial management system

A method and system generate customized financial document templates in a document preparation system, according to one embodiment. The method and system receive document data from a user corresponding to a document including a plurality of custom data fields in a custom template. The method and system map the custom data fields to system data fields from a relatively small subset of data fields selected from a system data field pool based on the characteristics of the user. The method and system generate a custom form template based on the document data and the mapping of the custom data fields to system data fields.

System and method for reliable extraction and mapping of data to and from customer forms

Certain aspects of the present disclosure provide techniques for improving a user experience of an application. Embodiments include receiving user activity information related to activities of a user during use of the application. Embodiments include providing the user activity information as input to a predictive model. The predictive model may have been trained using historical activity data and historical solution data associated with a plurality of users to determine actionable solutions to issues related to use of the application. Embodiments include determining, based on output from the predictive model, an actionable solution to an issue related to use of the application by the user. Embodiments include providing the actionable solution to the user via a user interface associated with the application. The actionable solution may be provided without being initiated by the user.

Personalized help using user behavior and information

A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

A method may include obtaining, from a user, an initial expression including an operator and an input extracted from a data source. The operator may be applied to the input. The method may further include obtaining, using a contextual mapping data structure, a contextualized expression including the input and the data source. The contextual mapping data structure may include a context corresponding to the user. The method may further include generating a result by evaluating the contextualized expression, obtaining, using a rule table, a validation rule corresponding to the contextualized expression, and triggering an alert in response to applying the validation rule to the result.

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Bengaluru, India

Prabhat Hegde