Providing software application help based on heuristics

• US 7,865,829 B1
• Filed: 12/31/2003
• Issued: 01/04/2011
• Est. Priority Date: 12/31/2003
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Goldfield, Garrett R., Scarvie, William K. III, Haseyama, Todd, Murray, David
• Primary Examiner(s): Huynh; Ba
• Application Number:
  US10/751,194
• Time in Patent Office: 2,561 Days
• Field of Search: 715705-715
• US Class Current: 715/708
• CPC Class Codes: G06F 9/453 Help systems
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

Help information for a software application is provided based on a user help knowledge base. The user help knowledge base includes a user help profile indicating help information previously selected by the user. Examples of data tracked for the previously selected help information include the application context in which it selected, a presentation mode in which it was presented, at least one associated help topic, and a help content format. The user help knowledge base can further comprise a user profile maintained by the software application. Based on the information in the user help knowledge base, as well as the current context of the application and/or user data entered, the help module selects help information pertinent to the user and the current context of the application. A presentation mode, for example a video mode, an audio mode or a display mode, is selected for the help information as well based on the user help knowledge base.

Claims

1. A method of providing help information for a tax software application having a plurality of user interface screens, the method comprising:

determining, by a hardware processor and during a current session of the tax software application, an application context of the tax software application displayed to a user, wherein the application context comprises a user interface screen of the plurality of user interface screens;

retrieving, by the hardware processor and during the current session, a plurality of database entries corresponding to the application context and identifying a plurality of help files accessed by the user during a previous session of the tax software application;

assigning, by the hardware processor and during the current session, a plurality of priority values to the plurality of help files, wherein assigning the plurality of priority values comprises;

accessing a user profile in the tax software application for the user,

identifying an itemized income tax deduction of the user from the user profile,

identifying a first help file of the plurality of help files corresponding to the itemized tax deduction of the user, and

assigning a first priority value to the first help file and a second priority value to a second help file of the plurality of help files, wherein the first priority value exceeds the second priority value in response to the first help file corresponding to the itemized income tax deduction of the user; and

presenting, by the hardware processor and during the current session, the plurality of help files to the user according to the plurality of priority values.

2. The method of claim 1, further comprising:

receiving a user navigation request to navigate to the user interface, wherein the application context is determined in response to the user navigation request, and wherein the user interface is a webpage.

3. The method of claim 1, wherein assigning the plurality of priorities further comprises:

identifying an occupation of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the occupation; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the occupation of the user.

4. The method of claim 1, wherein assigning the plurality of priorities further comprises:

identifying a marital status of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the martial status of the user; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the marital status of the user.

5. The method of claim 1, wherein assigning the plurality of priorities further comprises:

identifying, from the plurality of database entries, a presentation order of the plurality of help files during the previous session;

identifying an initial help file and a final help file in the presentation order; and

reversing the presentation order by assigning a third priority value to the final help file and a fourth priority value to the initial help file, wherein the third priority value exceeds the fourth priority value.

6. The method of claim 1, further comprising:

receiving, during the previous session, a valid input from the user for the application context; and

identifying a third help file displayed to the user immediately before receiving the valid input,

wherein assigning the plurality of priorities further comprises assigning the third help file a third priority value and a fourth help file a fourth priority value, and

wherein the third priority value exceeds the fourth priority value in response to the third help file being displayed immediately before receiving the valid input.

7. The method of claim 1, wherein presenting the plurality of help files comprises:

displaying, within the user interface, a plurality of web links corresponding to the plurality of help files in an order defined by the plurality of priorities.

8. The method of claim 1, wherein presenting the plurality of help files comprises:

accessing a database entry of the plurality of database entries corresponding to the first help file of the plurality of help files;

identifying, from the database entry, a presentation mode used during the previous session to present the first help file to the user; and

presenting, during the current session, the first help file to the user in the presentation mode recorded by the database entry.

9. A computer readable storage medium having computer readable program code embodied therein, the computer readable program code adapted to, when executed by a hardware processor, implement a method of providing help information for a tax software application having a plurality of user interface screens, the method comprising:

determining, during a current session of the tax software application, an application context of the tax software application displayed to a user, wherein the application context comprises a user interface screen of the plurality of user interface screens;

retrieving, during the current session, a plurality of database entries corresponding to the application context and identifying a plurality of help files accessed by the user during a previous session of the tax software application;

assigning, during the current session, a plurality of priority values to the plurality of help files, wherein assigning the plurality of priority values comprises;

accessing a user profile in the tax software application for the user,

identifying an itemized income tax deduction of the user from the user profile,

identifying a first help file of the plurality of help files corresponding to the itemized tax deduction of the user, and

assigning a first priority value to the first help file and a second priority value to a second help file of the plurality of help files, wherein the first priority value exceeds the second priority value in response to the first help file corresponding to the itemized income tax deduction of the user; and

presenting, during the current session, the plurality of help files to the user according to the plurality of priority values.

10. The computer readable storage medium of claim 9, the method further comprising:

receiving a user navigation request to navigate to the user interface, wherein the application context is determined in response to the user navigation request, and wherein the user interface is a webpage.

11. The computer readable storage medium of claim 9, wherein assigning the plurality of priorities further comprises:

identifying an occupation of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the occupation; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the occupation of the user.

12. The computer readable storage medium of claim 9, wherein assigning the plurality of priorities further comprises:

identifying a marital status of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the marital status of the user; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the marital status of the user.

13. The computer readable storage medium of claim 9, wherein assigning the plurality of priorities further comprises:

identifying, from the plurality of database entries, a presentation order of the plurality of help files during the previous session;

identifying an initial help file and a final help file in the presentation order; and

reversing the presentation order by assigning a third priority value to the final help file and a fourth priority value to the initial help file, wherein the third priority value exceeds the fourth priority value.

14. The computer readable storage medium of claim 9, the method further comprising:

receiving, during the previous session, a valid input from the user for the application context; and

identifying a third help file displayed to the user immediately before receiving the valid input,

wherein assigning the plurality of priorities further comprises assigning the third help file a third priority value and a fourth help file a fourth priority value, and

wherein the third priority value exceeds the fourth priority value in response to the third help file being displayed immediately before receiving the valid input.

15. The computer readable storage medium of claim 9, wherein presenting the plurality of help files comprises:

displaying, within the user interface, a plurality of web links corresponding to the plurality of help files in an order defined by the plurality of priorities.

16. The computer readable storage medium of claim 9, wherein presenting the plurality of help files comprises:

accessing a database entry of the plurality of database entries corresponding to the first help file of the plurality of help files;

identifying, from the database entry, a presentation mode used during the previous session to present the first help file to the user; and

presenting, during the current session, the first help file to the user in the presentation mode recorded by the database entry.

17. A computer system, comprising:

a hardware processor;

a physical memory operatively connected to the hardware processor; and

a plurality of software instructions stored in the physical memory and comprising functionality, when executed by the hardware processor, to implement a method of providing help information for a tax software application having a plurality of user interface screens, the method comprising;

determining, during a current session of the tax software application, an application context of the tax software application displayed to a user, wherein the application context comprises one of a plurality of user interface screens of the tax software application;

retrieving, during the current session, a plurality of database entries corresponding to the application context and identifying a plurality of help files accessed by the user during a previous session of the tax software application;

assigning, by the hardware processor and during the current session, a plurality of priority values to the plurality of help files, wherein assigning the plurality of priority values comprises;

accessing a user profile in the tax software application for the user,

identifying an itemized income tax deduction of the user from the user profile,

identifying a first help file of the plurality of help files corresponding to the itemized tax deduction of the user, and

assigning a first priority value to the first help file and a second priority value to a second help file of the plurality of help files, wherein the first priority value exceeds the second priority value in response to the first help file corresponding to the itemized income tax deduction of the user; and

presenting, during the current session, the plurality of help files to the user according to the plurality of priority values.

18. The computer system of claim 17, the method further comprising:

receiving a user navigation request to navigate to the user interface, wherein the application context is determined in response to the user navigation request, and wherein the user interface is a webpage.

19. The computer system of claim 17, wherein assigning the plurality of priorities further comprises:

identifying an occupation of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the occupation; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the occupation of the user.

20. The computer system of claim 17, wherein assigning the plurality of priorities further comprises:

identifying a marital status of the user from the user profile;

identifying a third help file of the plurality of help files corresponding to the marital status of the user; and

assigning a third priority value to the third help file and a fourth priority value to a fourth help file of the plurality of help files, wherein the third priority value exceeds the fourth priority value in response to the third help file corresponding to the marital status of the user.

21. The computer system of claim 17, wherein assigning the plurality of priorities further comprises:

identifying, from the plurality of database entries, a presentation order of the plurality of help files during the previous session;

identifying an initial help file and a final help file in the presentation order; and

reversing the presentation order by assigning a third priority value to the final help file and a fourth priority value to the initial help file, wherein the third priority value exceeds the fourth priority value.

22. The computer system of claim 17, further comprising:

receiving, during the previous session, a valid input from the user for the application context; and

identifying a third help file displayed to the user immediately before receiving the valid input,

wherein assigning the plurality of priorities further comprises assigning the third help file a third priority value and a fourth help file a fourth priority value, and

wherein the third priority value exceeds the fourth priority value in response to the third help file being displayed immediately before receiving the valid input.

23. The computer system of claim 17, wherein presenting the plurality of help files comprises:

displaying, within the user interface, a plurality of web links corresponding to the plurality of help files in an order defined by the plurality of priorities.

24. The computer system of claim 17, wherein presenting the plurality of help files comprises:

accessing a database entry of the plurality of database entries corresponding to the first help file of the plurality of help files;

identifying, from the database entry, a presentation mode used during the previous session to present the first help file to the user; and

presenting, during the current session, the first help file to the user in the presentation mode recorded by the database entry.