METHOD AND SYSTEM FOR MATCHING FINANCIAL MANAGEMENT SYSTEM USERS WITH RELEVANTLY QUALIFIED ACCOUNTING PROFESSIONALS
Patent №
US 8,799,124
Granted
2014-08-05
Filed 2011
Owner
INTUIT INC.
Lab
—
AI components
2
nlp · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
13284188
An accounting professional database is created that includes, but is not limited to, accounting professional profile data for one or more accounting professionals representing detailed information associated with the accounting professionals. A user of one or more financial management systems who may need the assistance of an accounting professional is identified and user need data indicating the detailed and specific accounting professional needs of the user is obtained. One or more matching criteria for the user are then determined/identified using the user need data and the one or more matching criteria for the user is used to search the accounting professional profile data in the accounting professional database to find one or more accounting professionals that match, or most closely match, the one or more matching criteria for the user.
AI classification
Ownership
INTUIT INC.
assignment · 271410678
Assignors
DAKEN, SEAN, KHOSLA, SAMIR, VACIN, IAN, DE GUZMAN, ERIC
On an employer assignment, the assignors are typically the inventors.