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.

Natural languagePlanningG06Q 40/00G06Q 10/105G06Q 30/0631

AI classification

Planning1.00
Natural language0.94
AI hardware0.37
Knowledge representation0.34
Machine learning0.04
Vision0.00
Evolutionary computation0.00
Speech0.00

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.

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