Method and system for recording a transaction using a dynamic user interface within an application

US9483797B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Emily W. Hebard · Redwood City, US
• Bridgette Haymaker · Mountain View, US
• Dorelle Rabinowitz · Santa Clara, US
• Erika Kindlund · Mountain View, US
• Jennifer Martin · Los Altos, US
• Joseph Davidchik · Alameda, US
• Joseph Wells · Mountain View, US
• Priyajeet Hora · Mountain View, US

Key dates

• Filing date: Apr 21, 2014
• Grant date: Nov 1, 2016
• Expiry date: Apr 24, 2034

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A method for recording a transaction using a Dynamic User Interface (DUI) within an application, including receiving, from a user of the application, the transaction relating to a customer of the user; receiving a request to generate a form for the transaction; generating, based on the request to generate the form, the form containing a customer list and a form element; receiving a request to generate the DUI; generating, based on the request to generate the DUI, the DUI adjacent to the form displayed within the application; receiving an identification of the customer from the customer list; populating, based on the identification of the customer, the DUI with the transaction relating to the customer; receiving, from the user, a selection of the transaction from the DUI; populating, within the form adjacent to the DUI, the form element using the transaction; and recording, within the application, the transaction.