METHOD AND APPARATUS FOR CLIENT-SPECIFIC NOTIFICATION SERVICE

Patent №

US 8,015,083

Granted

2011-09-06

Filed 2006

Owner

INTUITE, INC.

Lab

AI components

3

kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11518706

Method and apparatus for an automated, client-specific notification service for reporting return preparers. A notification mechanism may be implemented as a part or component of a return preparation program or as a separate application. The notification mechanism may generate customized notifications for clients based at least in part on the clients' previous return information, for example information from previously filed tax returns. The notification mechanism may customize both the content of the notifications and the timing of the notifications based on each client's particular return information. The notifications generated by the notification mechanism may include or indicate any information related to the return preparation and filing process. The information in a particular notification may be tailored to the specific client's reporting situation. The notifications may be provided to the client(s) via one or more other communications channels or mechanisms.

Knowledge representationPlanningAI hardwareG06Q 40/02G06Q 20/207G06Q 40/10G06Q 40/123

AI classification

Planning1.00
AI hardware0.95
Knowledge representation0.91
Machine learning0.43
Natural language0.21
Speech0.04
Vision0.00
Evolutionary computation0.00

Ownership

INTUITE, INC.

assignment · 183080563

Assignors

STERLING, DAVID N., NGUYEN, HIEP, IRISH-DUNCAN, LAURIE A., BAINES, ALBERT S., HOWARD, KENNETH R., WELCH, PAMELA R., HUCKABEE, WILLIAM W.

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

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