METHOD AND SYSTEM OF GENERATING AUDIT PROCEDURES AND FORMS

Patent №

US 10,423,928

Granted

2019-09-24

Filed 2010

Owner

THOMSON REUTERS (TAX & ACCOUNTING) INC.

+3 more

Lab

AI components

3

speech · kr · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

12977631

A professional services audit tool is disclosed that includes an application that performs a variety of functions such as completing certain audit planning processes/forms, offering a tailored set audit programs based on the assessed risks, allowing users to further tailor the suggested audit programs, and rendering these audit programs in a helpful format. The application also provides functionality to perform and document audit work, guide the auditor though the engagement process, isolate audit program steps by related assertions and identified risks to ensure that audit plans are tailored to specific risks, provide an engagement dashboard to view at a glance both the overall audit and for each audit area, the steps which are not yet started, in progress, or completed, and allow for the integration of generated documents to be automatically stored to, accessed from, and synchronized with various external engagement management systems.

AI classification

Planning1.00
Knowledge representation1.00
Speech0.83
AI hardware0.48
Natural language0.26
Machine learning0.00
Vision0.00
Evolutionary computation0.00

Ownership

THOMSON REUTERS (TAX & ACCOUNTING) INC.

assignment · 258550045

THOMSON REUTERS GLOBAL RESOURCES

assignment · 358940686

THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY

namechg · 442640872

THOMSON REUTERS ENTERPRISE CENTRE GMBH

assignment · 520570153

Assignors

SPRADLING, LEE SCOTT, LINDSEY, STEPHEN WILSON, KERSHNER, MARRIETTE LOUISE, PENNEMAN, JASON ROBERT, JIMMERSON, SHANE EUGENE

On an employer assignment, the assignors are typically the inventors.

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