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:
Jun. 02, 2020
Filed:
Jun. 01, 2016
Eva Diane Chang, Mountain View, CA (US);
Madhu Shalini Iyer, Fremont, CA (US);
Jeffrey Lewis Kaufman, Mountain View, CA (US);
Eva Diane Chang, Mountain View, CA (US);
Madhu Shalini Iyer, Fremont, CA (US);
Jeffrey Lewis Kaufman, Mountain View, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A method for transmitting a message based on the occurrence of a workflow event and the output of an externally augmented propensity model. The method includes scoring a business entity by applying a propensity model to data. The data includes a first portion created based on a platform utilized by users associated with the business entity, and a second portion that includes financial data of an owner of the business entity. The method includes generating, based on the score, a classification of a future financial requirement of the business entity, and determining that the classification meets a financial requirement threshold. Moreover, the method includes determining, using the first portion of data, that an aspect of the business entity meets a business activity threshold. Also, the method includes detecting that a workflow event has occurred on the platform, and, in response, transmitting a message to a user of the business entity.