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.
Patent No.:
Date of Patent:
Aug. 20, 2019
Filed:
Jan. 26, 2017
Intuit Inc., Mountain View, CA (US);
Alexander S. Ran, Palo Alto, CA (US);
Marko Rukonic, San Jose, CA (US);
Christopher Lesner, Palo Alto, CA (US);
Wei Wang, San Jose, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method and system groups user accounts in a financial management system based on the similarities of the financial transactions associated with the accounts. The financial management system receives financial transaction data related to a plurality of financial transactions of a plurality of users. Each of the financial transactions is associated with an account of a user. The financial management system generates account characteristics vector data including, for each account, an account characteristics vector based on the financial transactions associated with the account. The financial management system groups the accounts by performing grouping analysis on the account characteristics vectors.