METHOD AND SYSTEM FOR EVALUATING INTERCHANGEABLE ANALYTICS MODULES USED TO PROVIDE CUSTOMIZED TAX RETURN PREPARATION INTERVIEWS

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United States of America Patent

APP PUB NO 20160180470A1
SERIAL NO

14580416

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Abstract

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A method and system evaluates analytics modules to improve a personalization of tax questions delivered to a user in a tax return preparation system, according to one embodiment. The method and system retrieves historical tax return data and selects one or more interchangeable analytics modules for evaluation with the historical tax return data, according to one embodiment. The method and system applies the historical tax return data to the one or more analytics modules that are selected for evaluation, according to one embodiment. The method and system receives analytics outputs from the one or more analytics modules, in response to applying the historical tax return data, according to one embodiment. The method and system determines an effectiveness of each of the one or more analytics modules by correlating the analytics outputs with at least part of the historical tax return data, according to one embodiment.

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Patent Owner(s)

Patent OwnerAddress
INTUIT INC2700 COAST AVENUE MOUNTAIN VIEW CA 94043

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Cabrera, Luis Felipe Bellevue, US 221 9610
Goldman, Jonathan R Mountain View, US 8 277
Laaser, William T Palo Alto, US 31 528
Mascaro, Massimo San Diego, US 41 769

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