Identifying and categorizing purchases
First Claim
1. One or more non-transitory computer readable storage media storing computer-executable instructions that discover and categorize purchases associated with a user, wherein execution of the computer-executable instructions by a computer system having one or more processing elements performing the following steps:
- acquiring, by at least one of said processing elements, access to a repository;
identifying, by at least one of said processing elements, from within the repository, an electronic receipt;
identifying, by at least one of said processing elements, from within the electronic receipt, at least one line item;
acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user;
predicting, by at least one of said processing elements, based at least in part on the set of user information, that the line item falls within a certain category;
andstoring, by at least one of said processing elements, the line item that falls within a certain category such that information associated with the line item is retrievable;
using a tax preparation program to retrieve the stored information including the certain category; and
filing a tax return associated with the user including the stored information.
1 Assignment
0 Petitions
Accused Products
Abstract
Discovering and categorizing individual purchases associated with a user is described. Exemplary steps include acquiring access to a repository; identifying, from within the repository, an electronic receipt; identifying, from within the electronic receipt, at least one line item; acquiring a set of user information; predicting, based at least in part on the set of user information, whether the line item falls within a certain category; and storing, if the line item falls within the certain category, the line item such that information associated with the line item is retrievable.
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Citations
19 Claims
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1. One or more non-transitory computer readable storage media storing computer-executable instructions that discover and categorize purchases associated with a user, wherein execution of the computer-executable instructions by a computer system having one or more processing elements performing the following steps:
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acquiring, by at least one of said processing elements, access to a repository; identifying, by at least one of said processing elements, from within the repository, an electronic receipt; identifying, by at least one of said processing elements, from within the electronic receipt, at least one line item; acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user; predicting, by at least one of said processing elements, based at least in part on the set of user information, that the line item falls within a certain category; and storing, by at least one of said processing elements, the line item that falls within a certain category such that information associated with the line item is retrievable; using a tax preparation program to retrieve the stored information including the certain category; and filing a tax return associated with the user including the stored information. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. One or more non-transitory computer readable storage media storing computer-executable instructions that discover and categorize purchases associated with a user, wherein execution of the computer-executable instructions by a computer system having one or more processing elements performing the following steps:
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acquiring, by at least one of said processing elements, access to a repository; identifying, by at least one of said processing elements, from within the repository, an electronic receipt; identifying, at least one of said processing elements, from within the electronic receipt, at least one line item; acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user; predicting, by at least one of said processing elements, based at least in part on the occupation or field of business that is associated with the user, whether the line item falls within a business expense category; and storing, by at least one of said processing elements, if the line item falls within the business expense category, the line item such that information associated with the line item is retrievable; using a tax preparation program to retrieve the stored information; and filing a tax return associated with the user including the stored information. - View Dependent Claims (12, 13, 14, 15)
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16. A computerized method for discovering and categorizing purchases associated with a user performed by a computer system having one or more processing elements, the method comprising the following steps:
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acquiring, by at least one of said processing elements, access to a repository; identifying, by at least one of said processing elements, from within the repository, an electronic receipt; identifying, by at least one of said processing elements, from within the electronic receipt, at least one line item; acquiring, by at least one of said processing elements, a set of user information indicative of an occupation or field of business that is associated with the user; predicting, by at least one of said processing elements, based at least in part on the occupation or field of business, whether the line item falls within a business expense category; and storing, by at least one of said processing elements, if the line item falls within the business expense category, the line item such that information associated with the line item is retrievable by a tax preparation program, wherein the stored information is utilized by the tax preparation program to complete a tax return that deducts the line items within the business expense category from a taxable income amount; and filing the tax return associated with the user including the stored information. - View Dependent Claims (17, 18, 19)
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Specification