System and method for completing a form

US8019664B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Alan Tifford · San Diego, US
• Bennett Blank · San Diego, US
• Anthony Creed · San Diego, US
• Karla Julietta Uribe · Chula Vista, US
• Joel Kopelioff · San Diego, US
• Jason J. Casseday · San Diego, US
• Dave Curtis Barrett · Chula Vista, US
• Michelle M. Makowski · San Diego, US

Key dates

• Filing date: Oct 14, 2008
• Grant date: Sep 13, 2011
• Expiry date: Jul 18, 2029

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/123
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A method for completing a financial form by a user, including: generating a plurality of panels associated with a plurality of financial events reported by the financial form; obtaining a visual data item associated with the user and a financial event of the plurality of financial events; applying the visual data item to a panel of the plurality of panels, where the panel is associated with the financial event; capturing a financial value associated with the financial event using the panel; populating at least a portion of the financial form based on the financial value; extracting a key from a previously populated financial form associated with the user; and searching a visual data source based on the key, where the visual data item is located in the visual data source.