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:
Dec. 08, 2020

Filed:

Oct. 26, 2017
Applicant:

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

Inventors:

Siddhartha Misra, San Jose, CA (US);

Tarek Rabbani, Mountain View, CA (US);

Nageswara Prasad Cherukuri, Fremont, CA (US);

Kishore Nene, San Jose, CA (US);

Neha Kumari, Newark, CA (US);

Prateek Vasant Kakirwar, Newark, CA (US);

Mahesh Subramanian, San Jose, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01); G06Q 40/02 (2012.01); G06F 21/31 (2013.01); G06N 7/00 (2006.01); G06Q 40/06 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/02 (2013.01); G06F 21/316 (2013.01); G06N 7/005 (2013.01); G06Q 40/06 (2013.01);
Abstract

Computerized systems and methods for efficiently refreshing financial data for financial accounts for login identifications of users at respective financial institutions in a batch data pull via a communication network. The login identifications are prioritized for being refreshed based on determining a probability that each login identification has a new transaction since the last successful refresh of the login identification using a learning algorithm utilizing past financial data. The login identifications are then refreshed in a batch data pull from the financial institutions in an order from highest probability to lowest probability of having a new transaction since the last batch data pull.


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