Identifying business type using public information

• US 10,529,013 B2
• Filed: 07/31/2013
• Issued: 01/07/2020
• Est. Priority Date: 07/01/2013
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Saimani, Jayanth, Verma, Anshu
• Primary Examiner(s): Nguyen, Tien C
• Application Number:
  US13/956,188
• Publication Number:
  US 20150006344A1
• Time in Patent Office: 2,351 Days
• Field of Search: 705378, 705 35, 705 39, 705 41, 705 30, 705 32, 705 34, 709204, 709206, 709202, 709 729, 709 732, 713100, 715264, 704 9
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A method for configuring a business management application (BMA) for managing financial aspects of a business entity. The method includes obtaining a business name of an unconfigured user of the BMA, wherein the unconfigured user is associated with the business entity, retrieving, by a computer processor, a search result from an Internet search engine using the business name as a search keyword, analyzing, by the computer processor, the search result to identify a business type of the unconfigured user, and generating, by the computer processor, a configuration setting of the BMA based on the business type, wherein the configuration setting is used by the BMA to generate a customized result specific to the business type.

Claims

1. A method for configuring a business management application (BMA) for managing financial aspects of a business entity, comprising:

obtaining a business name of an unconfigured user of the BMA, wherein the unconfigured user is associated with the business entity;

retrieving, by a computer processor, a search result from an Internet search engine using the business name as a search keyword;

translating, by the computer processor, the search result from a first language into a second language;

analyzing, by the computer processor, the search result to identify a business type of the unconfigured user by;

determining that the search result includes a hyperlink to a page of an online social network used by the unconfigured user,

in response to determining that the search result includes the hyperlink to the page of the online social network, retrieving, utilizing an application programming interface that is associated with the online social network, content from a field of structured data of the page based on a pre-determined format of the structured data, wherein the retrieved content include the business type of the unconfigured user, and

extracting the business type from the retrieved content; and

generating, by the computer processor, a configuration setting enabling a module of the BMA based on the business type, wherein the configuration setting is used by the BMA to generate a customized result specific to the business type;

presenting, in response to generating the configuration setting, a message confirming the module is enabled.

2. The method of claim 1,

wherein the BMA comprises at least one selected from a group consisting of an accounting application, a payroll application, and a personnel application.

3. The method of claim 1,

wherein the configuration setting relates to at least one selected from a group consisting of a business workflow and a business document, and

wherein the customized result is presented by the BMA to the business entity.

4. The method of claim 1,

wherein the online social network is used by the unconfigured user to exchange social interaction messages with online social network friends of the unconfigured user.

5. The method of claim 1, wherein analyzing the search result comprises:

matching the search result to one of a plurality of pre-determined keyword lists, wherein the search result comprises textual description of the unconfigured user, and wherein the plurality of pre-determined keyword lists correspond to a plurality of business types; and

identifying the business type from the plurality of business types in response to the matching.

6. A system for configuring a business management application (BMA) for managing financial aspects of a business entity, comprising:

a processor;

memory storing instructions executable by the processor, wherein the instructions comprise;

a BMA interface configured to;

obtain a business name of a unconfigured user of the BMA;

provide a business type of the unconfigured user to the BMA; and

present a message confirming a module of the BMA is enabled based on the business type;

a search engine interface configured to;

retrieve a search result from an Internet search engine using the business name as a search keyword; and

a search result analyzer configured to;

translate the search result from a first language into a second language;

analyze the search result to identify the business type of the unconfigured user by;

determining that the search result includes a hyperlink to a page of an online social network used by the unconfigured user,

in response to determining that the search result includes the hyperlink to the page of the online social network, retrieving, utilizing an application programming interface that is associated with the online social network, content from a field of structured data of the page based on a pre-determined format of the structured data, wherein the retrieved content include the business type of the unconfigured user, and

extracting the business type from the retrieved content; and

generate a configuration setting enabling the module of the BMA based on the business type, wherein the configuration setting is used by the BMA to generate a customized result specific to the business type; and

a repository configured to store the business name, the search result, and the configuration setting.

7. The system of claim 6,

wherein the BMA comprises at least one selected from a group consisting of an accounting application, a payroll application, and a personnel application.

8. The system of claim 6,

wherein the configuration setting relates to at least one selected from a group consisting of a business workflow and a business document, and

wherein the customized result is presented by the BMA to the business entity.

9. The system of claim 6,

wherein the online social network is used by the unconfigured user to exchange social interaction messages with online social network friends of the unconfigured user.

10. The system of claim 6, wherein analyzing the search result comprises:

matching the search result to one of a plurality of pre-determined keyword lists, wherein the search result comprises textual description of the unconfigured user, and wherein the plurality of pre-determined keyword lists correspond to a plurality of business types; and

identifying the business type from the plurality of business types in response to the matching.

11. A non-transitory computer readable medium storing instructions for configuring a business management application (BMA), the instructions, when executed by a computer processor, comprising functionality for:

obtaining a business name of an unconfigured user of the BMA, wherein the unconfigured user is associated with the business entity;

retrieving a search result from an Internet search engine using the business name as a search keyword;

translating the search result from a first language into a second language;

analyzing the search result to identify a business type of the unconfigured user by;

determining that the search result includes a hyperlink to a page of an online social network used by the unconfigured user,

in response to determining that the search result includes the hyperlink to the page of the online social network, retrieving, utilizing an application programming interface that is associated with the online social network, content from a field of structured data of the page based on a pre-determined format of the structured data, wherein the retrieved content include the business type of the unconfigured user, and

extracting the business type from the retrieved content; and

generating a configuration setting enabling a module of the BMA based on the business type, wherein the configuration setting is used by the BMA to generate a customized result specific to the business type;

presenting, in response to generating the configuration setting, a message confirming the module is enabled.

12. The non-transitory computer readable medium of claim 11,

wherein the BMA comprises at least one selected from a group consisting of an accounting application, a payroll application, and a personnel application.

13. The non-transitory computer readable medium of claim 11,

wherein the configuration setting relates to at least one selected from a group consisting of a business workflow and a business document, and

wherein the customized result is presented by the BMA to the business entity.

14. The non-transitory computer readable medium of claim 11,

wherein the online social network is used by the unconfigured user to exchange social interaction messages with online social network friends of the unconfigured user.

15. The non-transitory computer readable medium of claim 11, wherein analyzing the search result comprises:

matching the search result to one of a plurality of pre-determined keyword lists, wherein the search result comprises textual description of the unconfigured user, and wherein the plurality of pre-determined keyword lists correspond to a plurality of business types; and

identifying the business type from the plurality of business types in response to the matching.