METHOD AND SYSTEM FOR CREATION OF AUTOMATIC CUSTOMER LISTS AND VIRTUAL RELATED FILE LISTINGS
Patent №
US 8,260,805
Granted
2012-09-04
Filed 2011
Owner
INTUIT INC.
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13219164
A file management system is provided that is associated with one or more parent applications. One or more virtual file listing display parameters are selected and/or defined that determine how related files will be identified, grouped, and/or otherwise displayed, in a virtual file listing display. One or more data storage locations where the user stores existing client and/or project files are designated and then scanned. As a result of the scan, the user's clients, and/or projects, are identified and a user client list, and/or user project list, is generated. In addition, one or more related files, and/or documents, are identified, virtually grouped, and/or virtually displayed, based on the virtual file listing display parameters and then displayed via one or more virtual file listing displays associated with the file management system.
AI classification
Ownership
INTUIT INC.
assignment · 268160001
Assignors
VENU, ARAVINTH, JORGENSEN, LISA, DOLGINSKY, VICTORIA
On an employer assignment, the assignors are typically the inventors.