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:
May. 27, 2025

Filed:

Dec. 16, 2021
Applicant:

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

Inventor:

Yair Horesh, Kfar Sava, IL;

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/00 (2019.01); G06F 21/62 (2013.01); G06N 20/00 (2019.01);
U.S. Cl.
CPC ...
G06F 21/6254 (2013.01); G06N 20/00 (2019.01);
Abstract

A system includes a categorization application including a personal categorization model for execution on a user device, the personal categorization model configured to assign a personal assigned category and a personal assigned categorization confidence value to transaction record. The system also includes a global categorization model executing on a central server. The global categorization model is configured to receive the transaction record from the user device, and process the transaction record through the global categorization model to obtain a global assigned category and a global assigned categorization confidence value. The system is configured to select a transaction category from the personal assigned category and the global assigned category using the personal assigned categorization confidence value and the global assigned categorization confidence value, and categorize the transaction with the transaction category.


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