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:
Mar. 23, 2021
Filed:
Sep. 27, 2017
Intuit Inc., Mountain View, CA (US);
Alexander S. Ran, Palo Alto, CA (US);
Christopher Lesner, Palo Alto, CA (US);
Wei Wang, San Jose, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
A system and method for use with a data management service provides automatic assistance of transaction data sorting to an account based on account name inferences. A table is generated from transactions that have been previously sorted to accounts, in which the table contains occurrence frequencies of associations between merchants and accounts. The occurrence frequencies of the table are utilized to analyze an unsorted transaction. The merchant associated with the unsorted transaction is matched to a merchant of the table. The occurrence frequencies of the accounts of the table associated with the matched merchant are determined. The accounts of the table are matched to accounts of the user's chart of accounts. A determined likelihood account is calculated for the unsorted transaction for account sorting.