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1. 发明授权

US08792751B1 Identifying and correcting character-recognition errors 有权
标题翻译：识别和纠正字符识别错误
公开(公告)号：US08792751B1
公开(公告)日：2014-07-29
申请号：US12509972
申请日：2009-07-27
申请人： Amir Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald B. Huff , Gang Wang
发明人： Amir Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald B. Huff , Gang Wang
IPC分类号： G06K9/03 , G06K9/00 , G06Q40/00
CPC分类号： G06K9/033 , G06Q40/125
摘要： Embodiments of a computer system, a method and a computer-program product (e.g., software) for use with the computer system are described. These embodiments allow a user to provide an image of a document for use with software, such as an image of a financial document for use with financial software. In particular, the user can provide the image of the document, for example, by taking a picture of the document using a cellular telephone. This image may be converted into an electronic format that is suitable for text and numerical processing using a character-recognition technique, such as optical character recognition or intelligent character recognition. Errors in the electronic version of the document, if present, may be identified and corrected by comparing the electronic version to information maintained by a third party. This information may be accessed based at least on one or more items in the electronic version of the document.
摘要翻译：描述了与计算机系统一起使用的计算机系统，方法和计算机程序产品（例如，软件）的实施例。这些实施例允许用户提供用于与软件一起使用的文档的图像，诸如用于财务软件的财务文档的图像。特别地，用户可以提供文档的图像，例如通过使用蜂窝电话拍摄文档的图片。该图像可以转换成适用于使用诸如光学字符识别或智能字符识别的字符识别技术的文本和数字处理的电子格式。通过将电子版本与第三方维护的信息进行比较，可以识别和纠正文档的电子版本中的错误（如果存在）。该信息可以至少基于文档的电子版本中的一个或多个项目来访问。

2. 发明申请

US20120109792A1 INSTANT TAX RETURN PREPARATION 有权
标题翻译：即时税收回报准备
公开(公告)号：US20120109792A1
公开(公告)日：2012-05-03
申请号：US12914902
申请日：2010-10-28
申请人： Amir R. Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald Baron Huff , Gang Wang
发明人： Amir R. Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald Baron Huff , Gang Wang
IPC分类号： G06Q40/00 , G06F3/048 , G06F21/00
CPC分类号： G06Q40/02 , G06F21/31 , G06Q20/1085 , G06Q20/207 , G06Q40/10 , G06Q40/12 , G06Q40/123
摘要： A method involves generating a partially completed tax return based on basic user information without needing to obtain other user inputs through an extensive user interview. A list of simple and concise interview questions are generated or selected from an interview question collection based on the partially completed tax return to finalize the tax return. The method further involves using an inference engine to allow data collection at any time and in any order via specific, personalized questions geared toward completion of the tax return. Therefore the taxpayer spends time reviewing rather than preparing his or her tax documents.
摘要翻译：一种方法包括基于基本用户信息生成部分填写的报税单，而无需通过广泛的用户面试获取其他用户输入。根据部分完成的纳税申报表，从采访问卷收集中产生或选出简单简洁的面试问题清单，以完成纳税申报表。该方法进一步涉及使用推理机，以任何时间和任何顺序通过针对完成纳税申报的特定个性化问题来收集数据。因此，纳税人花时间审查，而不是准备其税务文件。

3. 发明授权

US08204805B2 Instant tax return preparation 有权
标题翻译：即时报税准备
公开(公告)号：US08204805B2
公开(公告)日：2012-06-19
申请号：US12914902
申请日：2010-10-28
申请人： Amir R. Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald Baron Huff , Gang Wang
发明人： Amir R. Eftekhari , Erikheath A. Thomas , Carol Ann Howe , George Thomas Ericksen , Gerald Baron Huff , Gang Wang
IPC分类号： G06F17/22
CPC分类号： G06Q40/02 , G06F21/31 , G06Q20/1085 , G06Q20/207 , G06Q40/10 , G06Q40/12 , G06Q40/123
摘要： A method involves generating a partially completed tax return based on basic user information without needing to obtain other user inputs through an extensive user interview. A list of simple and concise interview questions are generated or selected from an interview question collection based on the partially completed tax return to finalize the tax return. The method further involves using an inference engine to allow data collection at any time and in any order via specific, personalized questions geared toward completion of the tax return. Therefore the taxpayer spends time reviewing rather than preparing his or her tax documents.
摘要翻译：一种方法包括基于基本用户信息生成部分填写的报税单，而无需通过广泛的用户面试获取其他用户输入。根据部分完成的纳税申报表，从采访问卷收集中产生或选出简单简洁的面试问题清单，以完成纳税申报表。该方法进一步涉及使用推理机，以任何时间和任何顺序通过针对完成纳税申报的特定个性化问题来收集数据。因此，纳税人花时间审查，而不是准备其税务文件。

4. 发明授权

US08407113B1 Inference-based tax preparation 有权
标题翻译：推理型税务准备
公开(公告)号：US08407113B1
公开(公告)日：2013-03-26
申请号：US12797574
申请日：2010-06-09
申请人： Amir Eftekhari , Carol Ann Howe , Jane L. Ryder , Alan Brian Tifford
发明人： Amir Eftekhari , Carol Ann Howe , Jane L. Ryder , Alan Brian Tifford
IPC分类号： G06F17/22 , G07F19/00
CPC分类号： G06Q40/123
摘要： A method for operating a tax inference engine involves receiving tax data items, assigning confidence ratings to the tax data items using inference rules, and assigning relevance ratings to tax questions using the inference rules. The method further involves determining tax questions having ratings that exceed a threshold amount, and ordering the tax questions by the relevance ratings, personalizing a tax question using the inference rules, tax data items, and confidence ratings by altering a wording of the tax question, and determining tax advice using the inference rules, the tax data items, and the confidence ratings.
摘要翻译：用于操作税务推理机的方法包括接收税务数据项目，使用推理规则向税务数据项目分配置信度等级，并使用推理规则为税务问题分配相关性等级。该方法还包括确定具有超过阈值的评级的税务问题，并且通过相关性评级对税收问题进行排序，通过改变税务问题的措辞，使用推理规则，税务数据项和置信度等级个性化税收问题，并使用推理规则，税务数据项和信心评级来确定税务咨询。

5. 发明授权

US10956925B1 Method and system for performing transactions using aggregate payment media 有权
公开(公告)号：US10956925B1
公开(公告)日：2021-03-23
申请号：US15851577
申请日：2017-12-21
申请人： Peter Ouyang , Ken Yocum , Leah Zhao , Ye Ji Kim , Crystal Chung , Andre Luis , Carol Ann Howe , Mohammad Daraghmeh
发明人： Peter Ouyang , Ken Yocum , Leah Zhao , Ye Ji Kim , Crystal Chung , Andre Luis , Carol Ann Howe , Mohammad Daraghmeh
IPC分类号： G06Q30/00 , G06Q30/02 , G06Q20/34 , G06Q20/22 , G06Q20/10
摘要： A method for performing transactions using an aggregate payment medium involves obtaining payee data associated with a payee, obtaining transaction data associated with a transaction to be performed between a payer and the payee, and determining, for each payment medium, a benefit and a cost associated with using the payment medium for the transaction. The method further includes obtaining, for each of the payment media, a return from using the payment medium for the transaction, based on the benefit and the cost, selecting, from the payment media, a payment medium with a highest return, and providing, by the aggregate payment medium, payment medium data associated with the selected payment medium to the payee to enable execution of the transaction.

6. 发明授权

US09128911B1 Estimating high level tax refund range 有权
标题翻译：估计高额退税范围
公开(公告)号：US09128911B1
公开(公告)日：2015-09-08
申请号：US13460570
申请日：2012-04-30
申请人： Carol Ann Howe , Jane L. Ryder
发明人： Carol Ann Howe , Jane L. Ryder
IPC分类号： G06F17/22 , G07F19/00
CPC分类号： G06F17/22 , G06Q40/10
摘要： A method to estimate a tax refund range. The method includes receiving, by a computer processor and from a user, a reduced portion of tax preparation input data prior to receiving a remainder portion of the tax preparation input data, calculating, by the computer processor and prior to receiving the remainder portion, a tax refund range estimate based on the reduced portion, presenting the tax refund range estimate to the user, and receiving, in response to presenting the tax refund range estimate to the user, the remainder portion for later use when preparing a tax filing for the user.
摘要翻译：估算退税范围的方法。所述方法包括：在计算机处理器和用户之前，在接收到所述纳税准备输入数据的剩余部分之前，从所述计算机处理器接收所述减税部分的准备输入数据，由所述计算机处理器计算并且在接收所述剩余部分之前，基于减少部分的退税范围估计，向用户呈现退税范围估计，并且响应于向用户呈现退税范围估计，接收剩余部分以备后用于为用户准备税款申报。

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