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:
Aug. 19, 2025
Filed:
May. 16, 2025
Intuit Inc., Mountain View, CA (US);
Tiffany Dolan, San Francisco, CA (US);
David Matz, New York City, NY (US);
Shashank Mendiratta, San Jose, CA (US);
Karen Wai, Stouffville, CA;
Mithun Ghosh, Bangalore, IN;
Ankit Agarwal, Newark, CA (US);
Azal Fatima, Bangalore, IN;
Intuit Inc., Mountain View, CA (US);
Abstract
Systems and methods for automatically populating documents about special entities are disclosed herein. An example method is performed by one or more processors of a computing system. The example method may include receiving user data, extracting a list of entities associated with the user and a list of events that occurred between the user and the entities, transforming metadata for the events associated with entities of interest into vectorized embeddings, selectively classifying, using a binary classifier model, ones of the entities as special entities and ones of the events as special events for a set of documents, assigning, using a multi-class classifier model, one of a plurality of categories to each special event associated with each special entity, each of the categories mapping to a corresponding section within the set of documents, and populating, for each special entity, the corresponding sections within the set of documents based on the categories.