Method and system for reducing the presentation of less-relevant questions to users in an electronic tax return preparation interview process

• US 10,096,072 B1
• Filed: 10/31/2014
• Issued: 10/09/2018
• Est. Priority Date: 10/31/2014
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Ali, Safia Ata, Attinasi, Marc, Daggett, Heather, Ohme, Phillip J.
• Primary Examiner(s): Poinvil, Frantzy
• Application Number:
  US14/530,188
• Time in Patent Office: 1,439 Days
• Field of Search: 705 3- 44
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

A method and system include reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, according to one embodiment. The method and system include providing a number user experience elements to a user to select from, according to one embodiment. The method and system include receiving selected ones of the number of user experience elements from the user interface, according to one embodiment. The method and system include prioritizing questions of the tax return preparation interview process, by relevance to the user, based at least partially on the selected ones of the number of user experience elements, according to one embodiment. The method and system include delivering relevant ones of the questions to the user through the user interface to progress the user through the tax return preparation interview process, according to one embodiment.

Claims

1. A computing system implemented method for reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, comprising:

providing, with a user interface hosted by a mobile computing system of a user, a number of user experience elements comprising draggable graphical tiles,

wherein each of the number of user experience elements includes a graphical tiled representation of at least one of;

a tax-related topic,

a social characteristic of the user, and

a financial characteristic of the user,

wherein the individual ones of the number of user experience elements are selectable by the user through the user interface by the user moving individual ones of the number of user experience elements from a first region of the user interface to a second region of the user interface;

receiving selected ones of the number of user experience elements from the user interface;

determining a relevancy of each question of a question pool stored in a data structure configured with questions, attributes of each question, and associated tax topics associated with a subject matter of each question, the determined relevancy being at least partly based on the selected ones of the user experience elements;

linking individual ones of the selected user experience elements as navigation elements to particular questions determined to be a high relevancy;

prioritizing questions of the tax return preparation interview process, the determined relevancy, omitting questions of the tax preparation interview process having low relevancy to the user based on the determined relevancy;

receiving a selection of one of the selected user experience elements, resulting in a navigation selection;

and

delivering relevant ones of the questions to the user through the user interface to progress the user through the tax return preparation interview process, an order of the questions being delivered being at least partly based on the navigation selection.

2. The method of claim 1, wherein the graphical representation of at least some of the number of user experience elements is selected from a group of icons consisting of:

a car;

a currency;

a computer monitor;

a house;

children'"'"'s blocks;

a medical bag;

a star;

wedding rings;

a briefcase;

a graduation cap;

a present; and

a car.

3. The method of claim 1, wherein each of the graphical representations of the number of user experience elements is associated with one or more of the questions of the tax return preparation interview process.

4. The method of claim 1, wherein the graphical representations of the number of user experience elements includes at least one of a tile and a bubble.

5. The method of claim 1, wherein the second region of the user interface includes at least one of an image of a pallet, a bubble, and a well.

6. The method of claim 1, wherein the social characteristic of the user includes at least one of:

whether the user has children;

whether the user is married; and

whether the user has dependents other than children.

7. The method of claim 1, wherein the financial characteristic of the user includes at least one of:

whether the user is employed;

whether the user contributes to charity;

whether the user is a home owner;

whether the user has medical expenses;

whether the user is a student; and

whether the user owns a car.

8. The method of claim 1, wherein prioritizing the questions of the tax return preparation interview process includes filtering irrelevant questions from the questions of the tax return preparation interview process if the irrelevant questions are not associated with at least one of the selected ones of the number of user experience elements.

9. The method of claim 1, wherein prioritizing the questions of the tax return preparation interview process includes filtering relevant questions from the questions of the tax return preparation interview process if the relevant questions are associated with at least one of the selected ones of the number of user experience elements.

10. The method of claim 9, further comprising:

providing additional user experience elements to the user interface for the user to select from, based at least partially on the selected ones of the number of user experience elements.

11. The method of claim 1, further comprising:

indicating which ones of the questions of the tax return preparation interview have been completed by the user by highlighting ones of the number of user experience elements that correspond with the completed questions of the tax return preparation interview.

12. The method of claim 1, wherein delivering relevant ones of the questions to the user includes omitting ones of the questions that do not correspond with at least one of the selected ones of the number of user experience elements.

13. The method of claim 1, wherein delivering relevant ones of the questions to the user includes delivering more relevant ones of the questions before delivering less relevant ones of the questions.

14. The method of claim 1, wherein each of the questions of the tax return preparation includes attributes, wherein the attributes include one or more of a question identification, question content, a topic, a subtopic, and a priority.

15. The method of claim 14, wherein prioritizing the questions of the tax return preparation interview process includes prioritizing the questions at least partially based on the attributes.

16. A nontransitory computer-readable medium having a plurality of computer-executable instructions which, when executed by a processor, perform a method for reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, the instructions comprising:

a tax return preparation engine configured to host a user interface to provide user experience elements and relevant interview questions to the user to progress the user through the tax return preparation interview process hosted by a mobile computing system of a user;

wherein the user experience elements include graphical tiled icons that are associated with tax-related topics,

wherein the user experience elements are selectable by the user through the user interface by moving one or more of the user experience elements from a first region in the user interface to a second region of the user interface;

a data structure that includes questions for the tax return preparation interview process,

wherein each question is associated with at least one of the tax-related topics, the data structure configured with questions, attributes of each question, and associated tax topics associated with a subject matter of each question; and

a question relevance module configured to receive selected ones of the user experience elements,

wherein the question relevance module is configured to determine the relevant interview questions from the questions for the tax return preparation interview process, at least partially based on the selected ones of the user experience elements, and is further configured to link individual ones of selected user experience elements as navigation elements to particular questions determined to be a high relevancy and receive a selection one of the user experience elements and responsively delivering at least one question to the user based on the selected one of the user experience elements and the navigation element.

17. The computer-readable medium of claim 16, wherein the user experience elements include at least one of a tile icon and a bubble icon that is selectable by the user.

18. The computer-readable medium of claim 16, wherein the question relevance module determines relevant interview questions based on the tax-related topics of the questions and based on the selected ones of the user experience elements.

19. A system for reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, the system comprising:

at least one processor; and

at least one memory coupled to the at least one processor, the at least one memory having stored therein instructions which, when executed by the at least one processors, perform a process for reducing a presentation of less-relevant questions to a user of a tax return preparation system to personalize a tax return preparation interview process for the user, the process including;

providing, with a user interface hosted by a mobile computing system of a user, a number of user experience elements comprising draggable graphical tiles,

wherein each of the number of user experience elements includes a graphical tiled representation of at least one of;

a tax-related topic,

a social characteristic of the user, and

a financial characteristic of the user,

wherein the individual ones of the number of user experience elements are selectable by the user through the user interface by the user moving individual ones of the number of user experience elements from a first region of the user interface to a second region of the user interface;

receiving selected ones of the number of user experience elements from the user interface;

determining a relevancy of each question of a question pool stored in a data structure configured with questions, attributes of each question, and associated tax topics associated with a subject matter of each question, the determined relevancy being at least partly based on the selected ones of the user experience elements;

linking individual ones of the selected user experience elements as navigation elements to particular questions determined to be a high relevancy;

prioritizing questions of the tax return preparation interview process, the determined relevancy, omitting questions of the tax preparation interview process having low relevancy to the user based on the determined relevancy;

receiving a selection of one of the selected user experience elements, resulting in a navigation selection;

and

delivering relevant ones of the questions to the user through the user interface to progress the user through the tax return preparation interview process, an order of the questions being delivered being at least partly based on the navigation selection.

20. The system of claim 19, wherein the graphical representation of at least part of the number of user experience elements is selected from a group of icons consisting of:

a car;

a currency;

a computer monitor;

a house;

children'"'"'s blocks;

a medical bag;

a star;

wedding rings;

a briefcase;

a graduation cap;

a present; and

a car.

21. The system of claim 19, wherein each of the graphical representations of the number of user experience elements is associated with one or more of the questions of the tax return preparation interview process.

22. The system of claim 19, wherein the graphical representations of the number of user experience elements includes at least one of a tile and a bubble.

23. The system of claim 19, wherein the second region of the user interface includes at least one of an image of a pallet, a bubble, and a well.

24. The system of claim 19, wherein the social characteristic of the user includes at least one of:

whether the user has children;

whether the user is married; and

whether the user has dependents other than children.

25. The system of claim 19, wherein the financial characteristic of the user includes at least one of:

whether the user is employed;

whether the user contributes to charity;

whether the user is a home owner;

whether the user has medical expenses;

whether the user is a student; and

whether the user owns a car.

26. The system of claim 19, wherein prioritizing the questions of the tax return preparation interview process includes filtering irrelevant questions from the questions of the tax return preparation interview process if the irrelevant questions are not associated with at least one of the selected ones of the number of user experience elements.

27. The system of claim 19, wherein prioritizing the questions of the tax return preparation interview process includes filtering relevant questions from the questions of the tax return preparation interview process if the relevant questions are associated with at least one of the selected ones of the number of user experience elements.

28. The system of claim 27, wherein the process further comprises:

providing additional user experience elements to the user interface for the user to select from, based at least partially on the selected ones of the number of user experience elements.

29. The system of claim 19, wherein the process further comprises:

indicating which ones of the questions of the tax return preparation interview have been completed by the user by highlighting ones of the number of user experience elements that correspond with the completed questions of the tax return preparation interview.

30. The system of claim 19, wherein delivering relevant ones of the questions to the user includes omitting ones of the questions that do not correspond with at least one of the selected ones of the number of user experience elements.

31. The system of claim 19, wherein delivering relevant ones of the questions to the user includes delivering more relevant ones of the questions before delivering less relevant ones of the questions.

32. The system of claim 19, wherein each of the questions of the tax return preparation includes attributes, wherein the attributes include one or more of a question identification, question content, a topic, a subtopic, and a priority.

33. The system of claim 32, wherein prioritizing the questions of the tax return preparation interview process includes prioritizing the questions at least partially based on the attributes.