Computer implemented methods systems and articles of manufacture for identifying tax return preparation application questions based on semantic dependency

• US 9,760,953 B1
• Filed: 03/12/2014
• Issued: 09/12/2017
• Est. Priority Date: 03/12/2014
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Wang, Gang, McCluskey, Kevin M., Goel, Mudit, Tritt, Suzette
• Primary Examiner(s): Glass, Shay S
• Application Number:
  US14/206,682
• Time in Patent Office: 1,280 Days
• Field of Search: None
• CPC Class Codes: G06Q 40/123 Tax preparation or submission

Abstract

Computer-implemented methods, system and computer program products for determining questions or potential questions to present to a user of a tax preparation application based at least in part upon analysis of pre-determined semantic dependencies of interview questions. Questions that are determined to be independent or free of semantic dependency can be selected as questions to be presented to the user or questions that are the subject of non-binding suggestions generated by a rule module and provided to an interface controller, which processes the non-binding suggestions.

Claims

1. A computer-implemented method, comprising:

a modular rule engine of a computerized tax return preparation application comprising instructions executed by a processor of a computer

receiving runtime data of the electronic tax return, wherein respective fields for respective questions presented by the tax return preparation application are populated with respective data of the runtime data,

determining which questions of the tax return preparation application remain unanswered after receiving the runtime data based at least in part upon the received runtime data and a data structure generated by

transforming a first data structure of a pre-determined question-and-answer flow into a second data structure different from the first data structure,

identifying unanswered questions within the second data structure that are free of pre-determined semantic dependency based at least in part upon an answer to at least one tax return preparation application question within the second data structure, wherein the unanswered questions are identified without reference to the first data structure, and selecting at least one identified unanswered question of the identified unanswered questions within the different, transformed data structure; and

generating a non-binding suggestion based at least in part upon the selected unanswered question; and

a modular interface controller of the computerized tax return preparation application receiving the non-binding suggestion as an input, and generating an interview screen that is presented to a user of the tax return preparation application through a display of the computer based at least in part upon the non-binding suggestion, the modular rule engine and the modular interface controller being loosely coupled to each other such that the non-binding suggestion generated by the modular rule engine does not control how the modular interface controller determines content of the interview screen.

2. The method of claim 1, wherein all unanswered questions of the plurality of unanswered questions are selected, the method further comprising determining a sequence of the unanswered questions for presentation to the user.

3. The method of claim 1, determining the sequence comprising determining a random sequence.

4. The method of claim 3, the sequence being determined by the modular interface controller during preparation of the electronic tax return.

5. The method of claim 3, wherein the sequence is not known or determined by the tax return preparation application executed by the computer before the modular rule engine receives the runtime data.

6. The method of claim 3, wherein the sequence is not known or determined by the tax return preparation application executed by the computer before the modular rule engine determines which questions of the tax return preparation application remain unanswered after receiving the runtime data.

7. The method of claim 3, wherein the sequence is not known or determined by the tax return preparation application executed by the computer before the unanswered questions free of pre-determined semantic dependency upon an answer to at least one tax return preparation application question are identified by the modular rule engine.

8. The method of claim 1, wherein multiple unanswered questions of the plurality of unanswered questions are selected by the modular rule engine, the method further comprising the modular interface controller determining a sequence of the multiple selected unanswered questions for presentation to the user.

9. The method of claim 1, further comprising the modular rule engine receiving additional runtime data of the electronic tax return, wherein respective fields for respective answered questions of the tax return preparation application are populated with additional runtime data, determining which questions of the tax return preparation application remain unanswered after receiving the additional runtime data, identifying a plurality of unanswered questions that are free of pre-determined semantic dependency upon an answer to at least one tax return preparation application question, and selecting an identified unanswered question as a question to be presented to the user during preparation of the electronic tax return.

10. The method of claim 9, the additional runtime data comprising a response to at least question that was previously unanswered and previously identified as being free of semantic dependency after the prior runtime data was received by the modular rule engine, wherein at least one other unanswered question that was not previously identified by the modular rule engine as being free of pre-determined semantic dependency after receiving the prior runtime data is subsequently identified by the modular rule engine as being free of pre-determined semantic dependency after receiving the additional runtime data.

11. The method of claim 1, wherein an unanswered question is free of pre-determined semantic dependency based at least in part upon the unanswered question being associated with an answered question and an answer to the answered question satisfying pre-determined criteria.

12. The method of claim 1, wherein an unanswered question is free of pre-determined semantic dependency based at last in part upon the unanswered question being associated with a plurality of answered questions and respective answers to respective answered questions satisfying respective pre-determined criteria.

13. The method of claim 1, wherein an unanswered question remains bound by an pre-determined semantic dependency based at last in part upon the unanswered question being associated with:

a first answer to a first question satisfying first pre-determined criteria, and

a second answer to a second question not satisfying second pre-determined criteria.

14. The method of claim 1, wherein an unanswered question is determined to be free of pre-determined semantic dependency and identified as a question to present to the user when all answers to all unanswered questions associated with the identified unanswered question satisfy respective pre-determined criteria.

15. The method of claim 1, the first runtime data received by the modular rule engine comprising data manually entered or electronically imported into a field of an interview screen or a form of the electronic tax return generated by the tax return preparation application.

16. The method of claim 1, an answer to a question comprising a box or field of an interview screen generated by the tax return preparation application that is checked or selected by the user.

17. The method of claim 1, an answer to a question comprising selection of an option from binary response options of an interview screen generated by the tax return preparation application.

18. The method of claim 1, an answer to a question comprising numerical data entered into a fillable field of an interview screen generated by the tax return preparation application.

19. The method of claim 1, the modular rule engine identifying unanswered questions that are free of pre-determined semantic dependency based on the second data structure.

20. The method of claim 1, the second data structure comprising a table or-directed graph specifying associations between questions and pre-determined criteria that must be satisfied in order for a question to be determined to be free of semantic dependency upon an answer to an associated question.

21. The method of claim 1, the identified unanswered question being selected as a candidate question eligible to be presented to the user.

23. The method of claim 1, the modular rule engine comprising a declarative rule engine.

24. The method of claim 1, transforming the first data structure into the second data structure comprising transforming he pre-determined question-and-answer flow into a directed graph.

25. The method of claim 24, further comprising transforming the second data structure comprising the directed graph into a third data structure different from the first data structure and the second data structure.

26. The method of claim 25, transforming the second data structure into the third data structure comprising transforming the directed graph into a decision table comprising rows and columns.

27. The method of claim 26, wherein a rule is defined by a row of the table and the modular rule engine utilizes rules defined by the table rows to identify questions of the tax return preparation application that remain unanswered based at least in part upon the received runtime data.

22. An interview system of a computerized tax return preparation application, the interview system comprising:

a modular rule engine configured or programmed for execution by a processor of a computer to receive runtime data of the electronic tax return, wherein respective fields for respective questions presented by the tax return preparation application are populated with respective data of the runtime data, determine which questions of the tax return preparation application remain unanswered after receiving the runtime data based at least in part upon the received runtime data and a data structure generated by transformation a first data structure of a pre-determined question-and-answer flow into a second data structure different from the first data structure, identify unanswered questions within the second data structure that are free of pre-determined semantic dependency based at least in part upon an answer to at least one tax return preparation application question within the second data structure, wherein the unanswered questions are identified without reference to the first data structure, select at least one identified unanswered question of the identified unanswered questions within the different, transformed data structure, and generate a non-binding suggestion based at least in part upon the selected unanswered question; and

a modular interface controller configured or programmed for execution by the processor of the computer to receive the non-binding suggestion as an input, and generate an interview screen that is presented to a user of the tax return preparation application through a display of the computer based at least in part upon the non-binding suggestion, the modular rule engine and the modular interface controller being loosely coupled to each other such that the non-binding suggestion generated by the modular rule engine does not control how the modular interface controller determines content of the interview screen.

28. The interview system of claim 22, the modular rule engine comprising a declarative rule engine.

29. The interview system of claim 22, the second data structure comprising a directed graph.

30. The interview system of claim 29, the modular rule engine being further configured or programmed to transform the second data structure comprising the directed graph into a third data structure different from the first data structure and the second data structure.

31. The interview system of claim 30, the third data structure comprising a decision table comprising rows and columns.

32. The interview system of claim 31, wherein a rule is defined by a row of the table and the modular rule engine is configured or programmed to utilize rules defined by the table rows to identify questions of the tax return preparation application that remain unanswered based at least in part upon the received runtime data.