Intuit, Inc.

Tyler Riding

Peter Allen Vogel

Jennifer Martin

Amit Arya

George Chiramattel Kunjachan

Shyam P Nukala

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.

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Sunnyvale, CA, United States of America

Tyler Riding