Screen sharing management
    2.
    发明授权

    公开(公告)号:US10165022B1

    公开(公告)日:2018-12-25

    申请号:US15143372

    申请日:2016-04-29

    IPC分类号: H04L29/06 G06F3/0481

    摘要: A method to manage screen sharing includes receiving a screen sharing request of a shareable interface displayed on a first computing device of a first end user, conducting, in response to the session sharing request, an inventory of secured assets in the shareable interface, and generating a shared interface from the shareable interface. Generating the shared interface includes obtaining a first secured asset in the inventory of the secured assets, modifying the first secured asset based on a first end user permission defined for the first secured asset to generate a modified secured asset, and adding the modified secured asset to the shared interface. The method further includes transmitting the shared interface to a second computing device of a second end user.

    Providing feedback about an image of a financial document
    3.
    发明授权
    Providing feedback about an image of a financial document 有权
    提供关于财务文件图像的反馈

    公开(公告)号:US08675923B2

    公开(公告)日:2014-03-18

    申请号:US12840681

    申请日:2010-07-21

    IPC分类号: G06K9/00

    摘要: A technique for providing feedback about an image of a financial document to a user is described. During this feedback technique, the user provides the image of a financial document, such as W-2 form. For example, the user may take a picture of or may scan the financial document. This image may be analyzed using predefined information in a set of financial documents (such as different types of income-tax documents), and a quality metric for the image may be determined using the analysis. Moreover, the feedback, which is based on the determined quality metric, may be provided to the user. For example, the user may be instructed to retake the image, and the instructions may include an image of the desired orientation and content. In this way, the user may be advised as to how to improve the quality metric in the revised image.

    摘要翻译: 描述了向用户提供关于财务文档的图像的反馈的技术。 在该反馈技术期间,用户提供诸如W-2形式的财务文档的图像。 例如,用户可以拍摄或可以扫描财务文档。 可以使用一组财务文件(例如不同类型的所得税凭证)中的预定义信息来分析该图像,并且可以使用分析来确定图像的质量度量。 此外,可以向用户提供基于所确定的质量度量的反馈。 例如,可以指示用户重新拍摄图像,并且指令可以包括期望的取向和内容的图像。 以这种方式,可以建议用户如何改进修改图像中的质量度量。

    Interactive technique for using a user-provided image of a document to collect information

    公开(公告)号:US10769554B2

    公开(公告)日:2020-09-08

    申请号:US13195298

    申请日:2011-08-01

    摘要: In a collection technique, a user (such as a taxpayer) provides information (such as income-tax information) by submitting an image of a document, such as an income-tax summary or form. In particular, the user may provide a description of the document. In response, the user is prompted for the information associated with the field in the document. Then, the user provides the image of a region in the document that includes the field. Based on the image, the information is extracted, and the field in the form is populated using the extracted information. The prompting, receiving, extracting and populating operations may be repeated for one or more additional fields in the document.

    INTERACTIVE TECHNIQUE FOR COLLECTING INFORMATION
    5.
    发明申请
    INTERACTIVE TECHNIQUE FOR COLLECTING INFORMATION 审中-公开
    用于收集信息的交互技术

    公开(公告)号:US20130036347A1

    公开(公告)日:2013-02-07

    申请号:US13195298

    申请日:2011-08-01

    IPC分类号: G06F17/00

    CPC分类号: G06Q10/00 G06Q40/00

    摘要: In a collection technique, a user (such as a taxpayer) provides information (such as income-tax information) by submitting an image of a document, such as an income-tax summary or form. In particular, the user may provide a description of the document. In response, the user is prompted for the information associated with the field in the document. Then, the user provides the image of a region in the document that includes the field. Based on the image, the information is extracted, and the field in the form is populated using the extracted information. The prompting, receiving, extracting and populating operations may be repeated for one or more additional fields in the document.

    摘要翻译: 在收集技术中,用户(如纳税人)通过提交文件的图像(如所得税摘要或表格)来提供信息(如所得税信息)。 特别地,用户可以提供文档的描述。 作为响应,提示用户与文档中的字段相关联的信息。 然后,用户提供包含该字段的文档中的区域的图像。 基于图像,提取信息,并且使用提取的信息填充表单中的字段。 可以对文档中的一个或多个附加字段重复提示,接收,提取和填充操作。

    Identifying and correcting character-recognition errors
    7.
    发明授权
    Identifying and correcting character-recognition errors 有权
    识别和纠正字符识别错误

    公开(公告)号:US08792751B1

    公开(公告)日:2014-07-29

    申请号:US12509972

    申请日:2009-07-27

    IPC分类号: G06K9/03 G06K9/00 G06Q40/00

    CPC分类号: G06K9/033 G06Q40/125

    摘要: Embodiments of a computer system, a method and a computer-program product (e.g., software) for use with the computer system are described. These embodiments allow a user to provide an image of a document for use with software, such as an image of a financial document for use with financial software. In particular, the user can provide the image of the document, for example, by taking a picture of the document using a cellular telephone. This image may be converted into an electronic format that is suitable for text and numerical processing using a character-recognition technique, such as optical character recognition or intelligent character recognition. Errors in the electronic version of the document, if present, may be identified and corrected by comparing the electronic version to information maintained by a third party. This information may be accessed based at least on one or more items in the electronic version of the document.

    摘要翻译: 描述了与计算机系统一起使用的计算机系统,方法和计算机程序产品(例如,软件)的实施例。 这些实施例允许用户提供用于与软件一起使用的文档的图像,诸如用于财务软件的财务文档的图像。 特别地,用户可以提供文档的图像,例如通过使用蜂窝电话拍摄文档的图片。 该图像可以转换成适用于使用诸如光学字符识别或智能字符识别的字符识别技术的文本和数字处理的电子格式。 通过将电子版本与第三方维护的信息进行比较,可以识别和纠正文档的电子版本中的错误(如果存在)。 该信息可以至少基于文档的电子版本中的一个或多个项目来访问。

    Inference-based tax preparation
    8.
    发明授权
    Inference-based tax preparation 有权
    推理型税务准备

    公开(公告)号:US08407113B1

    公开(公告)日:2013-03-26

    申请号:US12797574

    申请日:2010-06-09

    IPC分类号: G06F17/22 G07F19/00

    CPC分类号: G06Q40/123

    摘要: A method for operating a tax inference engine involves receiving tax data items, assigning confidence ratings to the tax data items using inference rules, and assigning relevance ratings to tax questions using the inference rules. The method further involves determining tax questions having ratings that exceed a threshold amount, and ordering the tax questions by the relevance ratings, personalizing a tax question using the inference rules, tax data items, and confidence ratings by altering a wording of the tax question, and determining tax advice using the inference rules, the tax data items, and the confidence ratings.

    摘要翻译: 用于操作税务推理机的方法包括接收税务数据项目,使用推理规则向税务数据项目分配置信度等级,并使用推理规则为税务问题分配相关性等级。 该方法还包括确定具有超过阈值的评级的税务问题,并且通过相关性评级对税收问题进行排序,通过改变税务问题的措辞,使用推理规则,税务数据项和置信度等级个性化税收问题, 并使用推理规则,税务数据项和信心评级来确定税务咨询。

    TECHNIQUE FOR COLLECTING INCOME-TAX INFORMATION
    9.
    发明申请
    TECHNIQUE FOR COLLECTING INCOME-TAX INFORMATION 审中-公开
    收集税收信息的技巧

    公开(公告)号:US20120027246A1

    公开(公告)日:2012-02-02

    申请号:US12845947

    申请日:2010-07-29

    IPC分类号: G06K9/00

    CPC分类号: G06K9/033 G06Q10/00 G06Q40/00

    摘要: A technique for collecting income-tax information is described. This collection technique allows a user (such as a taxpayer) to provide income-tax information by submitting an image of a document, such as an income-tax summary or form. After receiving the image, the income-tax information is extracted from the document, and a subset of the income-tax information that is relevant to the user is determined. This subset of the income-tax information is then provided to the user for validation, and the user subsequently provides feedback about the subset of the income-tax information, such as acceptance of the subset or correction of any errors. Furthermore, after receiving the user feedback, fields in an income-tax return of the user may be populated using the subset of the income-tax information.

    摘要翻译: 描述了收集所得税信息的技术。 这种收集技术允许用户(例如纳税人)通过提交文档的图像来提供所得税信息,例如所得税摘要或表格。 收到图像后,从文件中提取所得税信息,确定与用户相关的所得税信息的子集。 收入税信息的该子集然后被提供给用户进行验证,并且用户随后提供关于所得税信息子集的反馈,例如接受子集或校正任何错误。 此外,在接收到用户反馈之后,可以使用所得税信息的子集填充用户的所得税申报表中的字段。

    PROVIDING FEEDBACK ABOUT AN IMAGE OF A FINANCIAL DOCUMENT
    10.
    发明申请
    PROVIDING FEEDBACK ABOUT AN IMAGE OF A FINANCIAL DOCUMENT 有权
    提供关于财务文件图像的反馈

    公开(公告)号:US20120020532A1

    公开(公告)日:2012-01-26

    申请号:US12840681

    申请日:2010-07-21

    IPC分类号: G06K9/00

    摘要: A technique for providing feedback about an image of a financial document to a user is described. During this feedback technique, the user provides the image of a financial document, such as W-2 form. For example, the user may take a picture of or may scan the financial document. This image may be analyzed using predefined information in a set of financial documents (such as different types of income-tax documents), and a quality metric for the image may be determined using the analysis. Moreover, the feedback, which is based on the determined quality metric, may be provided to the user. For example, the user may be instructed to retake the image, and the instructions may include an image of the desired orientation and content. In this way, the user may be advised as to how to improve the quality metric in the revised image.

    摘要翻译: 描述了向用户提供关于财务文档的图像的反馈的技术。 在该反馈技术期间,用户提供诸如W-2形式的财务文档的图像。 例如,用户可以拍摄或可以扫描财务文档。 可以使用一组财务文件(例如不同类型的所得税凭证)中的预定义信息来分析该图像,并且可以使用分析来确定图像的质量度量。 此外,可以向用户提供基于所确定的质量度量的反馈。 例如,可以指示用户重新拍摄图像,并且指令可以包括期望的取向和内容的图像。 以这种方式,可以建议用户如何改进修改图像中的质量度量。