Intuit, Inc.

Wolfgang Paulus

Luis Felipe Cabrera

Mike Graves

Cynthia Joann Osmon

Jacob Nathaniel Huffman

Diane L Weiss

Systems and methods for mapping an electronic document to a particular transaction category are disclosed. An example method may be performed by one or more processors of a categorization system and include receiving, from a user via an interface, an electronic document associated with a transaction between the user and a particular establishment, receiving, from the user via the interface, an image of the particular establishment, identifying in the image, using an image recognition engine, at least one of a sign or a symbol representative of the particular establishment, extracting, using an analytics module, location information from at least one of the image or a mobile device, determining, using the analytics module, a name of the particular establishment based on at least one of the location information or the at least one sign or symbol, and mapping the electronic document to a particular transaction category based on the determined name.

Augmenting electronic documents with externally produced metadata

A method and system facilitates importation and categorization of financial documents in a financial system. The method and system include receiving source data and externally generated metadata associated with a financial document, such as a receipt of purchase. The method and system further include analyzing the metadata and categorizing the financial document based on the metadata.

System and method to augment electronic documents with externally produced metadata to improve processing

A personalized financial podcast generation system, the system includes a user data module configured to acquire user data associated with a user and analyze the user data to identify a keyword associated with a financial topic of interest to the user. The system also includes a keyword analyzer configured to calculate a weight of the keyword. The system further includes a content analyzer configured to identify financial media content based on the keyword and the weight. Moreover, the system includes a summarizer configured to identify a relevant sentence in the financial media content. In addition, the system includes a speech processor configured to synthesize speech based on the relevant sentence.

Methods, systems and computer program products for generating personalized financial podcasts

Emotional state data is used to tailor the user experience of an interactive software system, by monitoring and obtaining data about a user's emotional state. Invoice data is further used, and organized in a particular manner for presentation to the user based on a predicted future emotional state of the user. Emotional state data is analyzed and used to dynamically modify the user's experience by selecting user experience components and invoice presentation characteristics based on the analysis of the user's emotional state data. Different types of user experience components can be utilized to adjust the user experience to adapt to the user's new emotional state, prevent the user from entering an undesirable emotional state, and/or encourage the user to enter into a desirable emotional state.

Method and system for using emotional state data to tailor the user experience of an interactive software system

Current content data, user historical context data, and user feedback and emotional profile data is analyzed to predict emotional effect on the user of content to be provided to the user through an interactive software system. The resulting emotional effect data is then used to dynamically modify the form of the content delivery message and/or the user's experience by selecting one or more content delivery messages and/or user experience components based on the emotional effect data before, or as, the content is delivered to the user. In this way, different types of content delivery messages and/or user experience components can be utilized, and/or combined, to provide the user with an individualized user experience that is adapted to the predicted emotional effect on the user of the content being delivered, before, or as, that content is being delivered.

Method and system for adapting a user experience provided through an interactive software system to the content being delivered and the predicted emotional impact on the user of that content

Emotional state data is used to tailor the user experience of an interactive software system, by monitoring and obtaining data about a user's emotional state. The resulting emotional state data is analyzed and used to dynamically modify the user's experience by selecting user experience components based on the analysis of the user's emotional state data. In this way, different types of user experience components can be utilized to provide the user with an individualized user experience that is adapted to the user's emotional state. Different types of user experience components can be utilized to adjust the user experience to adapt to the user's new emotional state, prevent the user from entering an undesirable emotional state, and/or encourage the user to enter into a desirable emotional state.

Abandonment indicator data is used to customize the user experience of an interactive software system, by monitoring and obtaining data about whether a user is at risk of abandoning the interactive software system. The resulting abandonment indicator data is analyzed and used to dynamically modify the user's experience by selecting user experience components based on the analysis of the user's abandonment indicator data. In this way, different types of user experience components can be utilized to provide the user with an individualized user experience that is customized to the user. Different types of user experience components can be utilized to adjust the user experience to adapt to the individual user.

Method and system for using abandonment indicator data to facilitate progress and prevent abandonment of an interactive software system

During a communication technique, an electronic device receives an audio signal from a remote electronic device, such as another electronic device that is proximate to the electronic device. This audio signal may include information that specifies an identifier. The electronic device may analyze the audio signal to extract the identifier, and may provide the identifier to a pre-defined location via a network, such as a web page on the Internet. In response to providing the identifier, the electronic device receives the operation from the pre-defined location via the network. For example, the operation may include an instruction to open a document (such as a web page) on the network.

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Ramona, CA, United States of America

Wolfgang Paulus