Method and system for mapping business transactions

• US 7,991,664 B1
• Filed: 01/17/2008
• Issued: 08/02/2011
• Est. Priority Date: 01/17/2008
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Stone, Evan Kenneth
• Primary Examiner(s): Badii; Behrang
• Application Number:
  US12/016,025
• Time in Patent Office: 1,293 Days
• Field of Search: 340/539.1, 340/286.02, 340/825.22, 705/6, 705/35, 705/19, 705/31, 1/1, 707/999.107, 707/E17.032
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/025 Coordination of plural reservations, e.g. plural trip segments, transportation combined with accommodation
• CPC Class Codes: G06Q 20/207 Tax processing
• 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
• CPC Class Codes: G06Q 40/123 Tax preparation or submission
• CPC Class Codes: Y10S 707/99948 Application of database or data structure, e.g. distributed, multimedia, or image

Abstract

A method for mapping a business transaction involves obtaining a transaction record of the business transaction, where the transaction record includes business information associated with performing the business transaction, analyzing the transaction record to determine available business information, submitting available business information to a mapping service to obtain a map of a business location, and displaying the map.

Claims

1. A method for mapping a business transaction of a plurality of business transactions comprising:

displaying, by a financial management software program (FMSP) executing on a processor, a graphical user interface (GUI) for mapping the business transaction, wherein the business transaction is associated with a financial institution;

obtaining, by the FMSP, a transaction record of the business transaction from the financial institution,

wherein the transaction record comprises business information associated with the business transaction, and

wherein the business transaction is completed;

displaying, by the FMSP, the transaction record to a user, wherein the transaction record is insufficient to allow the user to identify the business transaction to which the transaction record refers;

receiving, at the GUI and in response to displaying the transaction record, user input comprising a request to display a map of a business location at which the business transaction occurred;

determining, by the FMSP, that the business information of the transaction record is incomplete to display the map;

submitting the business information to a directory service to obtain additional business information to complete the transaction record, wherein the directory service comprises a reverse directory lookup, and wherein additional business information comprises a business name;

submitting the business information and the additional business information to a mapping service to obtain the map of the business location;

determining a tax liability for the business transaction based on the business location; and

displaying, using the GUI, the map of the business location.

2. The method of claim 1, further comprising:

generating a hyperlink from a display of the transaction record to the map, wherein displaying the map is performed in response to selecting the hyperlink.

3. The method of claim 1, further comprising:

displaying a button adjacent to the transaction record, wherein displaying the map is performed in response to a mouseover of the button.

4. The method of claim 1, wherein displaying the map comprises displaying a popup window from a banking system website.

5. A system for mapping a business transaction of a plurality of business transactions comprising:

a mapping service;

a directory service;

a banking system comprising a transaction record of the business transaction;

a graphical user interface (GUI) to;

display the transaction record to a user, wherein the transaction record is insufficient to allow the user to identify the business transaction to which the transaction record refers;

receive user input comprising a request to display a map of a business location at which the business transaction occurred; and

display a map of the business location; and

a transaction manager configured to;

obtain the transaction record from the banking system,

wherein the transaction record comprises business information associated with the business transaction, and

wherein the business transaction is completed;

determine that the business information of the transaction record is incomplete to display the map;

submit the business information to the directory service to obtain additional business information to complete the transaction record, wherein the directory service comprises a reverse directory lookup, and wherein additional business information comprises a business name;

submit the business information and the additional business information to the mapping service to obtain the map of the business location;

determine a tax liability for the business transaction based on the business location; and

transmit the map to the GUI.

6. The system of claim 5, wherein the GUI comprises a webpage, wherein the webpage comprises a hyperlink from a display of the transaction record to the map, and wherein the transaction manager is configured to transmit the map to the graphical user interface in response to selecting the hyperlink.

7. The system of claim 5, wherein the GUI comprises a webpage, wherein the webpage comprises a button adjacent to the transaction record, wherein the transaction manager is configured to transmit the map to the GUI in response to a mouseover of the button.

8. The system of claim 5, wherein the GUI comprises a popup window from a banking system webpage.

9. The system of claim 5, wherein the transaction manager is a module in a financial management application.

10. The system of claim 9, wherein the financial management application is a tax preparation application.

11. A non-transitory computer readable medium comprising a plurality of executable instructions for mapping a business transaction of a plurality of business transactions, wherein the plurality of executable instructions comprises instructions for:

displaying a graphical user interface (GUI) for mapping the business transaction, wherein the business transactions is associated with a financial institution;

obtaining a transaction record of the business transaction from the financial institution,

wherein the transaction record comprises business information associated with the business transaction, and

wherein the business transaction is completed;

displaying the transaction record to a user, wherein the transaction record is insufficient to allow the user to identify the business transaction to which the transaction record refers;

receiving, at the GUI and in response to displaying the transaction record, user input comprising a request to display a map of a business location at which the business transaction occurred;

determining that the business information of the transaction record is incomplete to display the map;

submitting the business information to a directory service to obtain additional business information to complete the transaction record, wherein the directory service comprises a reverse directory lookup, and wherein additional business information comprises a business name;

submitting the business information and the additional business information to a mapping service to obtain the map of the business location;

determining a tax liability for the business transaction based on the business location; and

displaying, using the GUI, the map of the business location.

12. The non-transitory computer readable medium of claim 11, wherein the plurality of executable instructions further comprises instructions for:

generating a hyperlink from a display of the transaction record to the map, wherein instructions to display the map are executed in response to selecting the hyperlink.

13. The non-transitory computer readable medium of claim 11, wherein the plurality of executable instructions further comprises instructions for:

displaying a button adjacent to the transaction record, wherein instructions to display the map are executed in response to a mouseover of the button.

14. The non-transitory computer readable medium of claim 11, wherein instructions to display the map comprise instructions to display a popup window from a banking system website.