Method and system for providing an analytics model architecture to reduce abandonment of tax return preparation sessions by potential customers
US10176534B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Apr 20, 2015 |
| Grant date | Jan 8, 2019 |
| Priority date | — |
| Expiry date | Jul 13, 2036 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/123
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method and system improve retention of a user of a tax return preparation system by personalizing a tax return preparation interview with questions that are at least partially based on user data processed by one or more predictive models, according to one embodiment. The method and system include receiving user data that is associated with a user, and applying the user data to one or more predictive models to cause the one or more predictive models to generate predictive output data, according to one embodiment. The predictive output data are scores for a subset of questions, and scores represent a relevance to the user of each of the subset of questions, according to one embodiment. The method and system include presenting selected ones of the subset of questions to the user, at least partially based on the scores, to personalize a tax return preparation interview for the user.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.