Intuit, Inc.

Scott D Cook

Manish R Shah

Clinton Nielsen

Rene A Lacerte

William Taylor Laaser

Michael J Graves

Girish Mallenahally Channakeshava

Gerald Baron Huff

Hugh N Molotsi

Jeffrey P Zimmerman

Miriam Geller

Udaiveer S Mathoda

Daniel Wernikoff

Lisa Jean Borden

Manish Maheshwari

Jason D Chancey

The disclosed embodiments provide a system that processes data. During operation, the system obtains a first electronic document associated with a user. Next, the system obtains one or more locations of data elements in the first electronic document from the user and uses the one or more locations to extract a first set of data from the first electronic document. Finally, the system enables, for the user, use of the first set of data with an application without requiring manual input of the first set of data into the application.

Extracting data from semi-structured electronic documents

Some embodiments of the present invention provide a system that accesses information using multiple hierarchies. During operation, the system receives a specifier for a first location in a first hierarchy and a specifier for a second location in a second hierarchy. Next, the system retrieves information, if such information exists, from an intersection between the first location in the first hierarchy and the second location in the second hierarchy. Finally, the system presents the retrieved information to a user.

Multi-dimensional hierarchical browsing

A method for providing access to content using a global textsite platform (GTP), including receiving, from a user device associated with a device identifier, a first user message including a first navigation state identifier of a sequential plurality of navigation state identifiers, identifying a first text page of the textsite associated with the first navigation state identifier, and identifying a second text page associated with a first navigating keyword, where the second text page is navigable from the first text page. The method also includes determining a second navigation state identifier sequentially after the first navigation state identifier, associating the second text page with the second navigation state identifier, and storing the association. The method also includes generating a GTP message of the first text page, including the first navigating keyword modified by the second navigation state identifier, and sending the GTP message for display on the user device.

Method and system for providing a stateful experience while accessing content using a global textsite platform

A method to initiate a phone call to a contact. The method includes analyzing a text message to identify a first attribute of the contact, and selecting one or more entries from a contact list stored in the mobile device by matching the first attribute of the contact to a portion of each of the one or more entries. The method also includes identifying a second attribute of the contact from the one or more entries based on a first pre-determined criterion, and modifying the text message to generate a displayed text message comprising a modified attribute that is modified from the first attribute based on the second attribute. The method also includes receiving a user selection as a first input indicating a user selected the modified attribute in response to viewing the displayed text message, and initiating the phone call to the contact based on the phone number.

Linking a name to a phone number in a text message based on a contact list in a mobile device

A method for accessing content using a global textsite platform including registering a unique keyword received from a publisher, receiving content from the publisher for creating a textsite associated with the unique keyword, creating the textsite on behalf of the publisher, receiving, from a user, a request to access the textsite, processing the request from the user, and providing access to the textsite by sending the content of the textsite, via a text messaging service (TMS), to a user mobile device.

Method and system for maintaining textsites on a global textsite platform

Some embodiments of the present invention provide a system for managing software agents. This system enables a user to configure agents and to specify wiring relationships between the agents and other system components. This system also includes a hub component, which is configured to route communications to and from the agents in accordance with user-specified wiring relationships.

Open platform for managing an agent network

A method to submit transaction data using a mobile device involves obtaining a receipt associated with a financial transaction, transmitting a message, based on the receipt, from the mobile device to a transaction management service, wherein the message comprises a mobile device identifier and transaction data associated with the financial transaction, wherein transaction data associated with financial transaction is stored in a repository based on the mobile device identifier, receiving a form, wherein the form is generated based on transaction data associated with the mobile device identifier, and transmitting and synchronizing transaction data from the repository to a financial management software associated with a user of the mobile device.

Method and apparatus for tracking mobile transactions

A system and method compares aggregated spending transactions of a target entity with those of a collection of entities. The system and method aggregates spending transactions of the target entity, and compares with the corresponding aggregated spending transactions of the collection of entities.

Automated aggregation and comparison of business spending relative to similar businesses

A method for electronic messaging of trade data involves receiving trade data having an unknown format in an electronic message, where trade data includes individual trade data elements, processing the electronic message to resolve the unknown format into a known format, parsing trade data using the known format to obtain individual trade data elements, and storing individual trade data elements in a trade data repository.

Method and system for electronic messaging of trade data

A method for authenticating a user, the method including: receiving a first value associated with an account from the user, receiving a second value associated with the account from an automated system, comparing the first value with the second value to generate a comparison, and authenticating the user based on the comparison.

Consumer-directed financial transfers using automated clearinghouse networks

Transaction data is uploaded from client machines running a software application such as an accounting or financial software application. Uploaded data describes transaction history with respect to subject companies. A central server aggregates the uploaded data to generate and distribute reports and/or alerts containing creditworthiness assessments of the subject companies.

Collecting and aggregating creditworthiness data

Consumer directed transfers of funds over the Internet are provided by a combination of systems and networks, including the Internet, email, and the Automated Clearinghouse system (ACH). A host system provided by a funds transfer service manages requests of senders to transfer funds and further manages responses of receivers to claim funds. The host system allows the sender to initiate the funds transfer by specifying the amount of the transfer and information for contacting the receiver, without the need to specify the account of the receiver for receiving the funds. Instead, the host system contacts the receiver and informs the receiver of the available funds; the receiver can then provide the necessary target account information for completing the funds transfer. The ACH is used to effect the transfer of funds, with the host system providing instructions for ACH entries to its financial institution using account information separately received from the sender and receiver. The credit risk associated with originating ACH entries is reduced by use of the Point of Sale system to verify sufficient funds in the sender's account by comparing the closing balance of the day the funds transfer is requested with the transfer amount. Sender fraud is reduced by comparing a sender provided balance (or check number/amounts) with an account balance acquired through automated means such as the POS system or ATM network.

A system and method automatically enters financial transactions such as credit card transactions into a financial account stored in a computer. A financial statement incorporating the transactions is provided in an electronic form understood by the computer, such as a computer data file, for updating the financial account. For a credit card account, the electronic statement includes one or more credit card transactions such as purchases. Before accepting the electronic statement, the process verifies that the electronic form of the statement has not been altered since its creation and therefore correctly reflects transactions in the original statement. In the process of entering the transactions, they are tracked by automatically assigning them to expense categories. First the process determines from the electronic statement if a payee for a transaction is of record in the computer and, if so, assigns the transaction to a category already associated with the payee. If not, the process next determines from the electronic statement a merchant category code such as a Standard Industry Code (SIC). The merchant category code is associated with a category recognized by the computer, and the transaction is assigned to the recognized category. If no recognized category exists, the process prompts the user for a category to which the transaction can be assigned.

Growing community of inventors

Woodside, CA, United States of America

Scott D Cook