公开(公告)号：WO2017132071A1

公开(公告)日：2017-08-03

申请号：PCT/US2017/014448

申请日：2017-01-20

Applicant: INTUIT INC.

Inventor： WANG, Gang ,  MASCARO, Massimo ,  JOSEPH, Saneesh ,  FERRELL, Arien C. ,  GRAVES, Michael J.

IPC: G06F17/30

CPC classification number: G06F17/243 ,  G06F17/276 ,  G06F17/28

Abstract: A computing platform identifies one or more characteristics of a user accessing application software or a software service via a user interface and a field to be filled or completed in the user interface of the application software or a software service. The computing platform further determines and presents, at one or more automatic fill or completion modules that are stored at least partially in memory and function in tandem with one or more computer processors in the computing platform, a list of one or more completion candidates in the user interface of the application software or a software service at least by performing one or more incremental searches based in part or in whole upon the one or more characteristics. The field is then populated with a completion candidate from the list of one or more completion candidates.

Abstract translation: 计算平台识别经由用户界面访问应用程序软件或软件服务的用户的一个或多个特征，以及要在应用程序软件或软件服务的用户界面中填写或完成的字段 。 计算平台还在至少部分存储在存储器中且与计算平台中的一个或多个计算机处理器协同工作的一个或多个自动填充或完成模块处确定并呈现在所述计算平台中的一个或多个完成候选者的列表 至少通过基于所述一个或多个特征部分地或全部地执行一个或多个增量式搜索来执行所述应用软件或软件服务的用户界面。 然后，该字段会填入一个或多个完成候选人列表中的完成候选人。

公开(公告)号：WO2018080563A1

公开(公告)日：2018-05-03

申请号：PCT/US2016/067867

申请日：2016-12-20

Applicant: INTUIT INC.

Inventor： WANG, Gang ,  MCCLUSKEY, Kevin M. ,  PEREZ, Sasha Mikhael ,  KEENAN, Jennifer L. ,  GRAVES, Michael J. ,  FERRELL, Arien C.

IPC: G06Q40/00 ,  G06N5/04 ,  G06Q10/10 ,  G06Q10/06

Abstract: A system for explaining added tax questions resulting from modified tax data for an electronic tax return preparation program includes a computing device having a completeness graph engine, an explanation engine, and a user interface controller. The computing device executes the completeness graph engine, which takes a first snapshot of input needs for a completeness graph corresponding to a tax topic, takes a second snapshot of input needs for the completeness graph corresponding to the tax topic after receiving modified tax data, and compares the first and second snapshots to identify an added variable in the completeness graph. An explanation engine analyzes the completeness graph and the modified tax data to generate an explanation asset for the added variable. A user interface controller generates a tax question corresponding to the added variable. The computing device presents the tax question and the explanation asset to a user.

Abstract translation: 用于解释由电子退税准备程序的修改后的税务数据导致的增税问题的系统包括具有完整性图形引擎，解释引擎和用户界面控制器的计算设备。 计算设备执行完整性图形引擎，其获取与税务主题相对应的完整性图的输入需求的第一快照，在接收到修改后的税收数据后，获取与税务主题相对应的完整性图的输入需求的第二快照，以及 比较第一个和第二个快照以识别完整性图中的添加变量。 解释引擎分析完整性图表和修改后的税务数据，为附加变量生成解释资产。 用户界面控制器生成与添加的变量相对应的税收问题。 计算设备向用户呈现税收问题和解释资产。

公开(公告)号：WO2012060893A1

公开(公告)日：2012-05-10

申请号：PCT/US2011/025529

申请日：2011-02-18

Applicant: INTUIT INC. ,  THOMAS, Maria G. ,  TRETOLA, Michael J. ,  BARSON, Karen J. ,  FERRELL, Arien C.

Inventor： THOMAS, Maria G. ,  TRETOLA, Michael J. ,  BARSON, Karen J. ,  FERRELL, Arien C.

IPC: G06Q40/00

CPC classification number: G06Q40/02 ,  G06Q20/042 ,  G06Q40/08

Abstract: Check fraud protection method in which a customer is automatically enrolled in a check fraud protection service without separately subscribing to the service. In the event of fraudulent activity, the customer requests reimbursement from the financial institution and retains the exclusive right of recovery from a financial institution. The check fraud service provider serves as an advisor to the customer who retains exclusive right of recovery at all times. If customer is not fully compensated by the financial institution, the difference is paid to the customer by the check fraud protection service provider or insurer thereof, and new checks for a new checking account are provided to the customer free of charge.

Abstract translation: 检查客户自动登记支票欺诈保护服务而不单独订阅服务的欺诈保护方法。 在发生欺诈活动的情况下，客户要求偿还金融机构的费用，并保留金融机构的专有恢复权。 支票欺诈服务提供商担任客户的顾问，该客户始终保留独家的恢复权。 如果客户没有得到金融机构的充分补偿，则由支票欺诈保护服务提供商或其保险人向客户支付差额，并向客户免费提供新支票账户的新支票。

公开(公告)号：WO2018080562A1

公开(公告)日：2018-05-03

申请号：PCT/US2016/067866

申请日：2016-12-20

Applicant: INTUIT INC.

Inventor： WANG, Gang ,  PEREZ, Sasha Mikhael ,  KEENAN, Jennifer L. ,  FERRELL, Arien C. ,  GRAVES, Michael J.

IPC: G06Q40/00 ,  G06N5/04 ,  G06Q10/10 ,  G06Q40/02 ,  G06Q10/06

CPC classification number: G06Q40/123 ,  G06F17/248 ,  G06F17/2705 ,  G06F17/2785 ,  G06F17/2881

Abstract: A system for explaining tax questions for an electronic tax return preparation program includes a computing device having a tax logic agent and a user interface controller. The computing device executes the tax logic agent, which analyzes a completeness graph to identify a required variable. The tax logic agent also determines whether an explanation asset is indexed to the required variable in the completeness graph, and sends an identity of the required variable to a user interface controller. The user interface controller generates a tax question corresponding to the required variable. When the tax logic agent determines that an explanation asset is indexed to the required variable in the completeness graph, the computing device presents the tax question and the explanation asset. When an explanation asset is not indexed to the required variable in the completeness graph, the computing device presents the tax question without the explanation asset.

Abstract translation: 用于解释电子报税准备程序的税务问题的系统包括具有税收逻辑代理和用户界面控制器的计算装置。 计算设备执行税收逻辑代理，其分析完整性图以识别所需的变量。 税收逻辑代理还确定解释资产是否索引到完整性图中的所需变量，并将所需变量的身份发送给用户界面控制器。 用户界面控制器生成与所需变量相对应的税务问题。 当税收逻辑代理确定解释资产被索引到完整性图中的所需变量时，计算设备呈现税收问题和解释资产。 当解释资产没有被索引到完整性图中的所需变量时，计算设备呈现没有解释资产的税收问题。

公开(公告)号：WO2012060894A1

公开(公告)日：2012-05-10

申请号：PCT/US2011/025538

申请日：2011-02-18

Applicant: INTUIT INC. ,  THOMAS, Maria G. ,  TRETOLA, Michael J. ,  BARSON, Karen J. ,  FERRELL, Arien C.

Inventor： THOMAS, Maria G. ,  TRETOLA, Michael J. ,  BARSON, Karen J. ,  FERRELL, Arien C.

IPC: G06Q40/00

CPC classification number: G06Q30/0185 ,  G06Q40/02 ,  G06Q40/08

Abstract: Check fraud protection method in which customer is automatically enrolled in check fraud protection service without separately subscribing to the service. In the event of fraudulent activity, customer requests compensation from financial institution and retains the exclusive right of recovery from financial institution. If customer is not fully compensated by financial institution, the difference is paid to customer by service provider or an insurer thereof, and new checks for a new checking account are provided to customer free of charge. A custody indicator may also be used to determine chain of custody data that can be used to track the source of fraudulent activity if the fraud was perpetrated by someone involved in the check printing or delivery process, and for this purpose, a check order or individual checks may have respective indicators such as sequential serial numbers.

Abstract translation: 检查欺诈保护方法，客户自动登记支票欺诈保护服务，无需单独订阅服务。 在发生欺诈活动的情况下，客户向金融机构要求赔偿，并保留金融机构的专有回收权。 如果客户没有得到金融机构的充分补偿，则由服务提供商或其保险人向客户支付差额，并向客户免费提供新支票账户的新支票。 如果欺诈是由参与检查打印或交付过程的人员进行的，也可以使用保管指标来确定可以用于跟踪欺诈活动来源的监管链数据，为此目的，检查单或个人 检查可以具有相应的指示符，例如顺序序列号。