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:
Aug. 12, 2025

Filed:

Mar. 18, 2024
Applicant:

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

Inventors:

Juan Liu, Cupertino, CA (US);

Lei Pei, Sunnyvale, CA (US);

Ying Sun, Foster City, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/12 (2023.01); G06N 3/04 (2023.01); G06N 3/08 (2023.01); G06Q 30/018 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/12 (2013.12); G06N 3/04 (2013.01); G06N 3/08 (2013.01); G06Q 30/018 (2013.01);
Abstract

A method may include executing a baseline classifier on unreviewed transaction features of an unreviewed transaction record to obtain a baseline account identifier, and executing a comparison model on (i) an unreviewed transaction vector of the unreviewed transaction record and (ii) reviewed transaction vectors to obtain comparison scores. The reviewed transaction vectors may correspond to reviewed transaction records each having a user-approved account identifier. The method may further include selecting, using the comparison scores, a reviewed transaction record. The reviewed transaction record may correspond to a comparison score. The comparison score may correspond to a user-approved account identifier of the reviewed transaction record. The method may further include selecting, using the comparison score, one of the baseline account identifier and the user-approved account identifier to obtain a selected account identifier, and presenting the selected account identifier for the unreviewed transaction record.


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