System and method for detecting and mapping data fields for forms in a financial management system

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United States of America Patent

PATENT NO 9934213
SERIAL NO

14697803

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Abstract

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A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

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Patent Owner(s)

  • INTUIT INC.

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Dutt, Bala Bangalore, IN 25 644
Hegde, Prabhat Bangalore, IN 11 59
Tyagi, Anurag Bangalore, IN 37 953
Vankudothu, Rahul Kommala, IN 3 18

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