Intuit, Inc.

Todd Matthew Fitch

Thomas Frasher

Benjamin R Weiss

Steven A Sholtis

James Robert Del Favero

John Reed Flora

Lisa Cohen Gevelber

Joshua Aaron Borgen

Christopher Friedrich Dolezalek

Michael J Graves

Roy Goldman

Michael Klieman

Miriam Nga-Shun Vu

Mike Graves

George A Hansen

Glynis Hively

Jim Del Favero

Todd William Zazelenchuk

Sean P Lewis

Elliot M Lynde

Michael A Devine

A system that authorizes a financial transaction is presented. During operation, the system receives a request to authorize accounts associated with one or more financial instruments to be used to fulfill the financial transaction. Next, the system determines a transaction location at which the financial transaction is being performed. The system then determines whether the accounts are authorized to be used at the transaction location. If so, the system authorizes the accounts to be used to fulfill the financial transaction.

Method and apparatus for authorizing a financial transaction

A system and method for product market analysis using consumer financial data obtains financial data associated with a given consumer. At least part of the consumer financial data is then stored by the process for product market analysis using consumer financial data, or another party/application, typically in accounts/locations associated with the given consumer. An electronic media based marketing device is then provided by a product marketer, the electronic media based marketing device being capable of activation. When a consumer activates the electronic media based marketing device at least part of the consumer financial data associated with the consumer is transferred to the product marketer. As a result, the product marketer obtains significant amounts of information for market analysis purposes such as creating a potential consumer profile and determining a target market for the given product an/or service.

Method and system for using consumer financial data in product market analysis

The invention is directed to a method and system to verify an employment history of an applicant. The method involves obtaining data from a plurality of data sources comprising a business application, aggregating data to obtain aggregated data, where aggregated data includes employment and payroll data from the plurality of data sources, receiving a request for an employment history verification report based on a job application, where the request includes applicant identification information, searching aggregated data for data associated with applicant identification information, and providing the employment history verification report corresponding to applicant identification information, where the employment history verification report is based on the request and aggregated data. The employment history verification report may be based on employment and payroll data associated with applicant identification information.

Method and system for applicant salary and employment history verification

In general, the invention relates to a method for presenting a plurality of treatment options. The method includes obtaining medical information associated with an individual, wherein the medical information specifies an individual condition. The method further includes obtaining treatment information associated with the individual condition from a first plurality of benefit claims, generating the plurality of treatment options using the treatment information, and presenting the plurality of treatment options to a user.

Method and system for presenting treatment options

The invention relates to a method for providing advice regarding compensation of a candidate. The method involves obtaining a plurality of compensation records from multiple sources, where at least one of the multiple sources is a financial application of a first entity, aggregating the compensation records, receiving a request for a compensation report from a second entity, where the compensation report includes compensation advice, and where the request includes a compensation profile of a candidate including multiple parameters, identifying a subset of the plurality of compensation records matching at least one of the multiple parameters in the compensation profile, generating the compensation report based on the subset of the multiple compensation records and the request, and providing the compensation report for the candidate.

Salary advisor for small business employers

A method for generating an economic indicator involves obtaining financial data from multiple data sources, where the data courses include multiple business applications and/or multiple personal financial management applications. The method further involves aggregating financial data to obtain aggregated financial data, and generating the economic indicator using aggregated financial data.

Method and system for generating an economic indicator using aggregated financial data

A method for determining foreign paid taxes involves receiving an identification (ID) value linked to an account; requesting a financial record associated with a foreign tax jurisdiction from the account; obtaining a total price of a purchase associated with the financial record; extracting a foreign paid tax from the total price; calculating a tax sum based on the foreign paid tax; and populating a section of a form based on the tax sum.

System and method for determining foreign paid taxes

A system that manages development of software is described. During operation, this system aggregates status information and requirement information as a function of time, where the status information specifies the status of the development of the software and the requirement information specifies target requirements for the software. Next, the system dynamically determines a project estimate for the development of the software based on the status information and the requirement information.

Technique for managing the process of developing software

Financial data associated with one or more 'contributing consumers' is obtained from one or more sources. The financial data includes data associated with specific financial transactions and the specific financial transactions are tagged as sharable by the contributing consumers. The financial data, and/or specific financial transactions are categorized by the contributing consumers, and/or associated with a specific purchase of a parent product and/or service. The financial data obtained from one or more contributing consumers is then aggregated, processed, and/or categorized, according to the parent product and/or service associated with the financial data. A 'user consumer' then initiates a request for financial data associated with the purchase of a specified product and/or service. The financial data obtained from one or more contributing consumers is then searched and data associated with the purchase of the specified product and/or service and any other secondary purchases, is presented to the user consumer.

Method and system for estimating the actual cost of a product or service using financial data

A system and method for determining the actual cost of a product and/or service includes a process for determining the actual cost of a product and/or service whereby financial data associated with one or more 'contributing consumers' is obtained from one or more sources. The financial data includes data associated with specific financial transactions. The financial data, and/or specific financial transactions are categorized and/or associated with a specific purchase of a product and/or service. The financial data obtained from one or more contributing consumers is then aggregated, processed, and/or categorized, according to the identified and specific product and/or service associated with the financial data. A 'user consumer' then initiates a request for financial data associated with the purchase of a specified product and/or service. The financial data obtained from one or more contributing consumers is then searched and actual price paid data associated with the purchase of the specified product is presented to the user consumer.

Method and system for determining the actual cost of a product or service using financial data

A method and system for linking portions of digital media data during playback includes a process for linking portions of digital media data during playback whereby a user is provided the capability to link two or more digital media data tracks/segments of digital media data such that the linked digital media data tracks/segments of digital media data are treated as a single entity for playback purposes, thereby ensuring that the linked digital media data tracks/segments of digital media data are played back in an order desired/dictated by the user regardless of playback mode or which of the linked tracks is selected.

Method and system for linking two or more portions of digital media data for playback

A method for matching an unknown product to an offered product profile at a point of sale involves obtaining a first sensory input from the unknown product, where the first sensory input comprises at least a portion of an image, assigning a value to one or more characteristics of the first sensory input, searching a first product repository for a matching product profile using a pre-defined range based on the value of the one or more characteristics of the first sensory input, identifying the matching product profile on the first product repository when the offered product profile is within the pre-defined range, wherein the matching product profile includes a plurality of product information data, and conducting a transaction at the point of sale using the plurality of product information data.

Method and system for matching via an image search query at a point of sale

A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.

Method and system for managing financial data

A priority-based scheduling service may schedule appointments between service providers and service consumers by assigning a priority to an appointment request based on one or more factors. The scheduling service may take into consideration the history of the service consumer and the purpose or reason for the appointment request. In addition, preferences indicated by the service provider and service consumer may be taken into consideration by the scheduling service. A prioritized appointment request may be scheduled dependent upon how high or low a priority has been assigned to the request. The scheduling service may apply rules during the prioritizing and scheduling processes. Rules may be configured by the service providers. Once the appointment has been scheduled by the scheduling service, notification may be sent to the service provider and service consumer. Communication between the scheduling service, service providers and service consumers may be accomplished via a communications network.

Method and system for priority-based appointment scheduling

A method and system for selecting a healthcare provider includes a process for selecting a healthcare provider whereby healthcare provider list data is obtained, along with various data regarding the healthcare providers on the healthcare provider list, and the data is stored in a healthcare provider database. When a healthcare consumer initiates a healthcare provider search request, one or more healthcare consumer criteria for acceptable/desired healthcare providers and/or healthcare services needed is obtained and used to search the healthcare provider database to identify one or more healthcare providers most closely meeting the healthcare consumer's criteria. The availability of appointments and/or estimated wait times for the identified one or more healthcare providers are then obtained. The healthcare consumer is then provided information regarding the one or more identified healthcare providers along with the available appointments and/or estimated office wait times for the one or more identified healthcare providers.

Growing community of inventors

Santa Clara, CA, United States of America

Todd Matthew Fitch