The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jul. 16, 2019

Filed:

Jan. 04, 2017
Applicant:

Intuit Inc., Mountain View, CA (US);

Inventors:

Ilya A. Izrailevsky, Sunnyvale, CA (US);

Sony Joseph, Mountain View, CA (US);

Assignee:

INTUIT INC., Mountain View, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06F 16/28 (2019.01); G06F 16/2457 (2019.01);
U.S. Cl.
CPC ...
G06Q 40/12 (2013.12); G06F 16/24578 (2019.01); G06F 16/285 (2019.01);
Abstract

During operation of a system, a financial transaction of an individual is associated with one or more predefined categories based on scores that indicate the likelihood of association. For example, a given predefined category may include a merchant name (such as the name of a potential counterparty in the financial transaction) and/or an attribute associated with one or more merchants. The score for a given predefined category may be determined based on financial-transaction preferences of the individual, where the financial-transaction preferences are specified by financial transactions in a financial-transaction history of the individual. The financial-transaction preferences may include a business-size preference (such as local versus national chains) and/or predefined categories in the financial-transaction history.


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