Storing on a client device data provided by a user to an online application

• US 9,069,869 B1
• Filed: 11/25/2009
• Issued: 06/30/2015
• Est. Priority Date: 10/31/2005
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Quinn, Christopher N., Creed, Anthony L., Mori, Kenichi, Burklund, David W., Casseday, Jason J.
• Primary Examiner(s): Ravetti, Dante
• Application Number:
  US12/626,486
• Time in Patent Office: 2,043 Days
• Field of Search: 705/78
• US Class Current: 1/1
• CPC Class Codes: G06F 16/9566 URL specific, e.g. using aliases, detecting broken or misspelled links
• CPC Class Codes: G06F 21/6272 by registering files or documents with a third party
• CPC Class Codes: G06F 2221/2107 File encryption
• CPC Class Codes: H04L 63/0428 wherein the data content is protected, e.g. by encrypting or encapsulating the payload
• CPC Class Codes: H04L 67/06 specially adapted for file transfer, e.g. file transfer protocol [FTP]
• CPC Class Codes: H04L 67/141 Setup of application sessions admission control or resource allocation in data switching networks H04L47/70

Abstract

User data used or generated by an online application is stored by the online application on the client device, rather than entirely on the system hosting the online application.

Claims

1. A method for managing data items, comprising:

initiating, by a client device, a first session of an online application (OA) executing on a server;

receiving, by the client device and in response to initiating the first session, a webpage comprising a plurality of fields from the OA;

receiving, by the client device, a first data item from a user of the client device;

populating, by the client device, a first field of the plurality of fields with the first data item;

receiving, by the client device and after populating the first field, a request to save the first data item from the user and a location on the client device selected by the user to save the first data item;

sending, by the client device and in response to the request, the first data item from the client device to the OA executing on the server, wherein the OA generates an encrypted version of the first data item and embeds the encrypted version of the first data item in a file;

receiving, by the client device, during the first session, and in response to sending the first data item, the file from the OA and saving the file at the location on the client device;

receiving, by the client device, a selection of the file from the user after the first session of the OA is terminated;

sending, by the client device and after receiving the selection, the encrypted version from the client device to the OA during a second session of the OA, wherein the OA restores the first data item by decrypting the encrypted version of the first data item received from the client device;

receiving, by the client device, from the OA, and in response to sending the encrypted version of the first data item, the webpage comprising the first field loaded, by the OA, with the first data item during the second session; and

displaying, by the client device and during the second session, the webpage comprising the first field loaded, by the OA, with the first data item,

wherein the second session is subsequent to the first session.

2. The method of claim 1, further comprising:

receiving, by the client device and during the second session, a second data item from the user;

populating, by the client device and during the second session, a second field of the plurality of fields with the second data item;

sending, by the client device and during the second session, the first data item and the second data item to the OA, wherein the OA calculates a value based on the first data item and the second data item.

3. The method of claim 2, wherein the first data item and the second data item are tax-related items, wherein the OA is a tax return preparation application, and wherein the OA populates at least one field of a tax return based on the value.

4. The method of claim 1, further comprising opening, using the client device, the file before sending the encrypted version of the first data item to the OA executing on the server.

5. The method of claim 4, wherein the file comprises a link to initiate sending the encrypted version of the first data item from the client device to the OA executing on the server.

6. The method of claim 4, wherein the file comprises instructions for presenting, on the client device, a button to initiate sending the encrypted version of the first data item from the client device to the OA executing on the server.

7. A non-transitory computer readable storage medium storing instructions for managing data items, the instructions, when executed by a processor of a client device, cause the processor to perform the steps of:

initiating a first session of an online application (OA) executing on a server;

receiving, in response to initiating the first session, a webpage comprising a plurality of fields from the OA;

receiving, a first data item from a user of the client device;

populating, a first field of the plurality of fields with the first data item;

receiving, after populating the first field, a request to save the first data item from the user and a location on the client device selected by the user to save the first data item;

sending, in response to the request, the first data item from the client device to the OA executing on the server, wherein the OA generates an encrypted version of the first data item and embeds the encrypted version of the first data item in a file;

receiving, during the first session, and in response to sending the first data item, the file from the OA, and save the file at the location on the client device;

receiving a selection of the file from the user after the first session of the OA is terminated;

sending, after receiving the selection, the encrypted version from the client device to the OA during a second session of the OA, wherein the OA restores the first data item by decrypting the encrypted version of the first data item received from the client device;

receiving, from the OA and in response to sending the encrypted version of the first data item, the webpage comprising the first field loaded, by the OA, with the first data item during the second session; and

displaying, during the second session, the webpage comprising the first field loaded, by the OA, with the first data item,

wherein the second session is subsequent to the first session.

8. The non-transitory computer readable storage medium of claim 7, the instructions, when executed by the processor of the client device, further causing the processor to perform the steps of:

receiving, during the second session, a second data item from the user;

populating, during the second session, a second field of the plurality of fields with the second data item;

sending, during the second session, the first data item and the second data item to the OA, wherein the OA calculates a value based on the first data item and the second data item.

9. The non-transitory computer readable storage medium of claim 8, wherein the first data item and the second data item are tax-related items, wherein the OA is a tax return preparation application, and wherein the OA populates at least one field of a tax return based on the value.

10. The non-transitory computer readable storage medium of claim 7, the instructions further comprising functionality to open the file using the client device before sending the encrypted version of the first data item to the OA executing on the server.

11. A method for managing data items, comprising:

receiving, by an online application (OA) executing on a server, a request from a client device to initiate a first session;

sending, by the OA executing on the server and in response to receiving the request, a webpage comprising a plurality of fields to the client device;

receiving, by the OA executing on the server, a first data item from the client device, wherein the client device populates a first field of the plurality of fields with the first data item;

generating, by the OA executing on the server, an encrypted version of the first data item and embedding the encrypted version in a file;

sending, by the OA executing on the server, the file to the client device during the first session, wherein the file is saved at a location on the client device specified by a user of the client device during the first session;

receiving, by the OA executing on the server and from the client device, the encrypted version of the first data item during a second session;

restoring, using the OA executing on the server, the first data item by decrypting the encrypted version of the first data item received from the client device;

loading, by the OA executing on the server, the first data item into the first field of the plurality of fields on the webpage after restoring the first data item; and

sending, by the OA executing on the server, the webpage with the first field loaded with the first data item to the client device during the second session,

wherein the second session is subsequent to the first session.

12. The method of claim 11, further comprising:

receiving, by the OA executing on the server and after sending the webpage with the first field loaded with the first data item, the first data item and a second data item from the client device;

calculating, by the OA executing on the server and during the second session, a value based on the first data item and the second data item; and

populating, by the OA executing on the server, at least one field of a tax return based on the value, wherein the first data item and the second data item are tax related data items, and wherein the OA is a tax return preparation application.

13. The method of claim 11, wherein the file comprises instructions for presenting, on the client device, a button for selection by the user to send the encrypted version of the first data item from the client device to the OA.

14. A non-transitory computer readable storage medium storing instructions for managing data items, the instructions, when executed by a processor of a server, causes the processor to perform the steps of:

receiving a request from a client device to initiate a first session;

sending, in response to receiving the request, a webpage comprising a plurality of fields to the client device;

receiving a first data item from the client device, wherein the client device populates a first field of the plurality of fields with the first data item;

generating, during the first session, an encrypted version of the first data item and embed the encrypted version in a file;

sending the file to the client device during the first session, wherein the file is saved at a location on the client device specified by a user of the client device during the first session;

receiving, from the client device, the encrypted version of the first data item during a second session;

restoring the first data item by decrypting the encrypted version of the first data item received from the client device;

loading the first data item into the first field of the plurality of fields on the webpage after restoring the first data item; and

sending the webpage with the first field loaded with the first data item to the client device during the second session,

wherein the second session is subsequent to the first session.

15. The non-transitory computer readable storage medium of claim 14, the instructions, when executed by the processor of the server, further causes the processor to performs the steps of:

receiving, after sending the webpage with the first field loaded with the first data item, the first data item and a second data item from the client device;

calculating, during the second session, a value based on the first data item and the second data item; and

populating at least one field of a tax return based on the value, wherein the first data item and the second data item are tax related data items, and wherein the OA is a tax return preparation application.

16. A server for managing data items, comprising:

a processor;

a memory operatively connected to the processor; and

a plurality of software instruction stored in the memory, the plurality of software instructions, when executed, cause the processor to perform the steps of;

receiving a request from a client device to initiate a first session;

sending, in response to receiving the request, a webpage comprising a plurality of fields to the client device;

receiving a first data item from the client device, wherein the client device populates a first field of the plurality of fields with the first data item;

generating, during the first session, an encrypted version of the first data item and embed the encrypted version in a file;

sending the file to the client device during the first session, wherein the file is saved at a location on the client device specified by a user of the client device during the first session;

receiving, from the client device, the encrypted version of the first data item during a second session;

restoring the first data item by decrypting the encrypted version of the first data item received from the client device;

loading the first data item into the first field of the plurality of fields on the webpage after restoring the first data item; and

sending the webpage with the first field loaded with the first data item to the client device during the second session,

wherein the second session is subsequent to the first session.

17. The server of claim 16, the plurality of software instructions, when executed, further causing the processor to perform the steps of:

receiving, after sending the webpage with the first field loaded with the first data item, the first data item and a second data item from the client device;

calculating, during the second session, a value based on the first data item and the second data item; and

populating at least one field of a tax return based on the value, wherein the first data item and the second data item are tax related data items.

18. A client device for managing data items, comprising:

a processor;

a memory operatively connected to the processor; and

a plurality of software instruction stored in the memory, the plurality of software instructions, when executed, cause the processor to perform the steps of;

initiating a first session of an online application (OA) executing on a server;

receiving, in response to initiating the first session, a webpage comprising a plurality of fields from the OA;

receiving a first data item from a user of the client device;

populating a first field of the plurality of fields with the first data item;

receiving, after populating the first field, a request to save the first data item from the user and a location on the client device specified by the user to save the first data item;

sending, in response to the request, the first data item from the client device to the OA executing on the server, wherein the OA generates an encrypted version of the first data item and embeds the encrypted version of the first data item in a file;

receiving, during the first session and in response to sending the first data item, the file from the OA, and save the file at the location on the client device;

receiving a selection of the file from the user after the first session of the OA is terminated;

sending, after receiving the selection, the encrypted version from the client device to the OA during a second session of the OA, wherein the OA restores the first data item by decrypting the encrypted version of the first data item received from the client device;

receiving, from the OA and in response to sending the encrypted version of the first data item, the webpage comprising the first field loaded, by the OA, with the first data item during the second session; and

displaying, using the client device and during the second session, the webpage comprising the first field loaded, by the OA, with the first data item,

wherein the second session is subsequent to the first session.

19. The client device of claim 18, the plurality of software instructions, when executed, cause the processor to perform the steps of:

receiving, during the second session, a second data item from the user;

populating, during the second session, a second field of the plurality of fields with the second data item;

sending, during the second session, the first data item and the second data item from the client device to the OA, wherein the OA calculates a value based on the first data item and the second data item.