Methods, systems, and computer program product for providing expense information for an electronic tax return preparation and filing software delivery model
US10592995B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 27, 2017 |
| Grant date | Mar 17, 2020 |
| Priority date | — |
| Expiry date | Nov 11, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/123
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Disclosed are techniques for generating a personalized flow for a software delivery model. These techniques identify a plurality of business clusters and a plurality of expense categories for the plurality of business clusters and natural language description about a first characteristic of a specific user from an electronic tax return in an electronic tax return preparation and filing software application delivery model. One or more business clusters may be determined from the plurality of business clusters for the specific user based in part or in whole upon a user description vector of at least a part of the description. One or more expense categories may be identified for the electronic tax return of the specific user based in part or in whole upon the one or more business clusters.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.