IP Library Granted Patent US 11,256,860
Granted Patent B2
US 11,256,860 · App. 16/130,946 · Granted Feb 22, 2022

Service provider server-based architecture for server-suggested data

Inventor: Aleksei Murashin (Harrogate, GB)
Assignee: FinancialForce.com, Inc.
G06F40/174G06F16/3322G06K9/78G06Q40/12G06T7/20
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Quick Facts
Patent No.
US 11,256,860
App. No.
16/130,946
Granted
Feb 22, 2022
Kind
B2
Abstract

The disclosed embodiments include a computer-implemented method to facilitate generating expense reports. The embodiments include causing display of a user interface on a computing device (e.g., smartphone). The user interface presents an expense report form including control elements (e.g., text entry boxes). The method further includes presenting suggestions as inputs for a selected control element such that any suggestion that is formulated based on any journey taken by the user is prioritized for display over any generic suggestion that is not formulated based on a journey taken by the user.

Claims (31)

1. A computer-implemented method comprising:

causing display of a user interface on a display device of a computing device, the user interface presenting a form including a text entry box;

collecting data from a user activity information pipeline associated with a self-reporting service, the user activity information pipeline having one or more sources of user activity information, at least one of the one or more sources of user activity information being associated with a tool configured to geotag the user activity information, and another of the one or more sources of user activity information being associated with a mobile sensor, the mobile sensor being configured to capture the user activity information geotagged by the tool, the user activity information geotagged by the tool being evaluated by the self-reporting service to deprioritize one or more suggestions over a plurality of suggestions presented on the user interface;

in response to selection of the text entry box, causing display of plurality of suggestions for input to the selected text entry box such that a suggestion that is indicative of a journey is identified as prioritized and presented proximate to the center of the user interface of the display device; and

in response to text input into the text entry box, dynamically adjusting the plurality of suggestions while prioritizing display of any suggestions indicative of any journey taken by the user over any generic suggestion,

wherein dynamically adjusting the plurality of suggestions includes one or more of adding, removing, and re-prioritizing one or more suggestions, including the suggestion, based on the user activity information.

2. The computer-implemented method of claim 1 , wherein the plurality of suggestions is presented in a dropdown list such that prioritized suggestions are presented proximate to the text entry box relative to generic suggestions.

3. The computer-implemented method of claim 1 , wherein the user interface has a banner for displaying the plurality of suggestions such that prioritized suggestions are presented proximate to a center of the banner compared to generic suggestions.

4. The computer-implemented method of claim 1 , wherein presenting the plurality of suggestions further comprises:

prioritizing display of any suggestion that is formulated based on the user's most recent journey over any suggestion that is formulated based on the user's historical journey information, which is prioritized over any generic suggestion.

5. The computer-implemented method of claim 1 , wherein a prioritized suggestion is formulated by:

obtaining calendar information from the user's electronic calendar, wherein the obtained calendar information is indicative of a journey taken by the user; and

formulating one or more suggestions based on the obtained calendar information.

6. The computer-implemented method of claim 1 , wherein a prioritized suggestion is formulated by:

obtaining reminder information that includes textual content input by the user;

performing a natural language textual analysis of the textual content to detect information indicative of a journey taken by the user; and

formulating one or more suggestions based on the obtained reminder information.

7. The computer-implemented method of claim 1 , wherein a prioritized suggestion is formulated by:

obtaining location-based information captured during a journey by the user, wherein the location-based information is indicative of a route traveled by a user, an amount of distance traveled, and a mode of transportation utilized for the journey; and

formulating one or more suggestions based on the obtained location-based information.

8. The computer-implemented method of claim 1 , wherein a prioritized suggestion is formulated by:

obtaining a geotagged image captured during a journey by the user, wherein a geotag is indicative of a geographic location where a image was captured; and

formulating one or more suggestions based on the obtained location-based information.

9. The computer-implemented method of claim 1 , wherein a prioritized suggestion is formulated by:

obtaining user motion information captured during a journey by the user, wherein the user motion information is indicative the user's motion; and

formulating one or more suggestions based on the obtained user motion information.

10. The computer-implemented method of claim 1 , wherein a suggestion is formulated by:

aggregating historical information regarding a plurality of journeys taken by the user; and

formulating one or more suggestions based on the aggregate historical information.

11. The computer-implemented method of claim 1 , wherein the computing device is a handheld electronic device and any prioritized suggestions are formulated based on information obtained from the mobile sensor, the mobile sensor being associated with one or more handheld electronic devices.

12. The computer-implemented method of claim 1 , wherein the computing device is a smartphone, and a cloud-based service determines any prioritized suggestion.

Assignments (13)
CHANGE OF ADDRESS Recorded Sep 12, 2024
From: CERTINIA INC.
To: CERTINIA INC.
Reel/Frame 068948/0361 →
SECURITY INTEREST Recorded Aug 7, 2023
From: CERTINIA INC.
To: BLUE OWL CREDIT INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 064510/0495 →
RELEASE OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded Aug 4, 2023
From: KEYBANK NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
To: CERTINIA, INC.
Reel/Frame 064502/0117 →
CHANGE OF NAME Recorded Jun 20, 2023
From: FINANCIALFORCE.COM, INC.
To: CERTINIA INC.
Reel/Frame 064042/0206 →
RELEASE OF SECURITY INTEREST Recorded Mar 24, 2022
From: OBSIDIAN AGENCY SERVICES, INC.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 059389/0501 →
SECURITY INTEREST Recorded Feb 21, 2022
From: FINANCIALFORCE.COM, INC.
To: KEYBANK NATIONAL ASSOCIATION
Reel/Frame 059204/0323 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ERRONEOUS APPLICATION NUMBER PREVIOUSLY RECORDED AT REEL: 049535 FRAME: 0815. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Oct 23, 2019
From: TRIPLEPOINT VENTURE GROWTH BDC CORP.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 050835/0594 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ERRONEOUS APPLICATION NUMBER PREVIOUSLY RECORDED AT REEL: 048416 FRAME: 0266. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Oct 23, 2019
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 050836/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 5, 2019
From: MURASHIN, ALEKSEI
To: FINANCIALFORCE.COM, INC.
Reel/Frame 050280/0095 →
CORRECTIVE ASSIGNMENT TO CORRECT THE 15090101 PREVIOUSLY RECORDED ON REEL 047271 FRAME 0284. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded May 21, 2019
From: FINANCIALFORCE.COM, INC.
To: TRIPLEPOINT VENTURE GROWTH BDC CORP.
Reel/Frame 049247/0752 →
RELEASE OF SECURITY INTEREST Recorded Feb 22, 2019
From: TRIPLEPOINT VENTURE GROWTH BDC CORP.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 049535/0815 →
SECURITY INTEREST Recorded Feb 22, 2019
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 048416/0266 →
THIRD AMENDMENT TO SECURITY AGREEMENT Recorded Oct 19, 2018
From: FINANCIALFORCE.COM, INC.
To: TRIPLEPOINT VENTURE GROWTH BDC CORP.
Reel/Frame 047271/0284 →
Continuity (1)
Related Publication 20200089745A1 · Mar 19, 2020
Cited By (3)
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