Benjamin Robert Weiss

US Patent:

7809622, Oct 5, 2010

Filed:

Mar 31, 2008

Appl. No.:

12/060060

Inventors:

Todd Matthew Fitch - Santa Clara CA, US
Benjamin R. Weiss - Portola Valley CA, US
Christopher Friedrich Dolezalek - Menlo Park CA, US
Thomas A. Frasher - Sunnyvale CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 36

Abstract:

A method for generating an employment metric involves obtaining employer payroll data from multiple business applications and obtaining personal income data from multiple financial management applications, where personal income data indicate at least one income source absent from employer payroll data. The method further involves aggregating employer payroll data and personal income data to obtain aggregated employment data, and generating the employment metric using aggregated employment data.

US Patent:

7840457, Nov 23, 2010

Filed:

Mar 24, 2008

Appl. No.:

12/053798

Inventors:

Marko Rukonic - San Jose CA, US
Benjamin R. Weiss - Portola Valley CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G07B 17/00
G07F 19/00

US Classification:

705 30, 705 39, 705 1, 705 36 R, 707 1, 707999001

Abstract:

A system and method are provided for automated transaction splitting. A central repository gathers details of multi-category transactions between a first payee (e. g. , merchant, investment firm) and one or more users. Each category's proportionate share of the total of the transactions is calculated and used to configure an average or model transaction. When a new transaction is received, it is automatically split among the categories based on the model transaction. Multiple types or tiers of model transactions may be applied. For example, a user-specific model transaction may reflect one specific user's history of transactions with the payee. A community model transaction may reflect multiple users' transactions. Similarly, one type of model transaction may reflect transactions with a single payee, while another type may reflect transactions with related payees (e. g. , payees having similar businesses).

US Patent:

7844521, Nov 30, 2010

Filed:

Oct 5, 2007

Appl. No.:

11/867892

Inventors:

Didrik Hoag - San Carlos CA, US
James Robert Del Favero - Mountain View CA, US
Benjamin Weiss - Portola Valley CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

A method and system for identifying business managing consumers includes a process for identifying business managing consumers whereby financial transaction data for various consumers is obtained from one or more sources using a computing system implemented financial management system. The consumers' financial transaction data is then analyzed to identify financial transactions typically associated with ownership and/or management of a business, i. e. , business management related transactions. If more than a defined threshold number of business management related transactions associated with a given consumer are identified, that consumer is categorized as a business managing consumer. Sellers of business related products and/or service are then given access to the identified business managing consumers for promoting their various business related products and services.

US Patent:

7865412, Jan 4, 2011

Filed:

May 31, 2007

Appl. No.:

11/809340

Inventors:

Benjamin R. Weiss - Portola Valley CA, US
James R. Del Favero - Redwood City CA, US
George A. Hansen - Danville CA, US
Glynis L. Hively - San Jose CA, US
David R. Larsen - San Jose CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G07B 17/00
G07F 19/00

US Classification:

705 30, 705 31

Abstract:

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.

US Patent:

7877402, Jan 25, 2011

Filed:

Jan 15, 2008

Appl. No.:

12/014711

Inventors:

Benjamin Weiss - Portola Valley CA, US
Lisa Cohen Gevelber - Palo Alto CA, US
Todd M. Fitch - Santa Clara CA, US
James Robert Del Favero - Mountain View CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/30
G06F 7/00

US Classification:

707759, 707765, 707770, 705 1417, 705 35

Abstract:

A method and system for providing relevant search results using financial data includes a process for providing relevant search results using financial data whereby a user's financial transaction data is obtained from one or more sources. A user then initiates a network search using one or more network search parameters such as one or more keywords and/or phrases. The scope of the one or more network search parameters, and therefore the scope of the network search, are then determined and/or modified based, at least in part, on the user's financial data.

US Patent:

7966216, Jun 21, 2011

Filed:

Mar 31, 2008

Appl. No.:

12/059234

Inventors:

Lisa Cohen Gevelber - Palo Alto CA, US
Todd M. Fitch - Santa Clara CA, US
Benjamin Weiss - Portola Valley CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 14, 705 30

Abstract:

In accordance with one embodiment, a system and method for providing consumers marketing devices based on their use of supplementary income includes obtaining consumer financial data associated with a given “consumer” from one or more sources. At least part of the consumer financial data is then analyzed to determine if the given consumer typically receives supplementary income and, if so, how the consumer typically treats any supplementary income received. A supplementary income profile is then created for the given consumer. Data representing the supplementary income profile for the given consumer is then stored and at least part of the data representing the supplementary income profile for the given consumer is provided to one or more product marketers. One or more product marketers then provide a marketing device to the given consumer. The marketing device itself, and/or the time when the marketing device is provided to the given consumer, and/or the terms of the marketing device, is/are based, at least in part, on the data representing the supplementary income profile for the given consumer provided to one or more product marketers and analysis of the data representing the supplementary income profile for the given consumer performed by the product marketers.

US Patent:

8060423, Nov 15, 2011

Filed:

Mar 31, 2008

Appl. No.:

12/059372

Inventors:

Marko Rukonic - San Jose CA, US
James Robert Del Favero - Mountain View CA, US
Chris Lee - San Francisco CA, US
George A. Hansen - Danville CA, US
Benjamin Weiss - Portola Valley CA, US
Barron R. Ernst - San Francisco CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00
G06F 17/30

US Classification:

705 35, 707737, 707950

Abstract:

Financial data associated with one or more “contributing consumers” is obtained from one or more sources and categorized and associated with a specific expense/income category. One or more attributes associated with the contributing consumers are then identified and used to analyze, aggregate, and categorize the financial data according to the attributes. Data representing a user financial transaction is then obtained for categorization and one or more specific user attributes associated with the user are identified. The user financial transaction is then categorized based, at least in part, on the categorization of similar contributing consumer financial transactions by contributing consumers having at least one of the specific user attributes.

US Patent:

8078516, Dec 13, 2011

Filed:

Jun 17, 2008

Appl. No.:

12/140700

Inventors:

Benjamin R. Weiss - Portola Valley CA, US
James R. Del Favero - Redwood City CA, US
Todd Matthew Fitch - Santa Clara CA, US
George A. Hansen - Danville CA, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 39

Abstract:

A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.