IP Library Granted Patent US 12,189,606
Granted Patent B2
US 12,189,606 · App. 18/442,606 · Granted Jan 7, 2025

Personal information database modification and monitoring

Inventors: Michael Kelly Sutton (San Francisco, CA); Stephen Walter Hopkins (San Francisco, CA); Matthew Charles Wilde (San Francisco, CA); Alexander Scott Gerstein (San Francisco, CA); Julia Hara Chin Lee (San Francisco, CA); Michael Ryan Nierstedt (Brooklyn, NY); Nicholas Giancarlo Gervasi (Walnut Creek, CA); Matan Zruya (San Francisco, CA); Robert Douglas Gill, Jr. (Alameda, CA); Bria Nicole Fincher (Oakland, CA); Ningjing Su (San Francisco, CA); Ryan Kwong (San Francisco, CA); Sheng Xiang Lei (San Bruno, CA); Ketki Warudkar Duvvuru (Mountain View, CA)
Assignee: ZENPAYROLL, INC.
G06F16/235G06F3/0482G06F9/542G06F16/168G06F16/2365G06Q40/10
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Quick Facts
Patent No.
US 12,189,606
App. No.
18/442,606
Granted
Jan 7, 2025
Kind
B2
Abstract

A database management engine provides a user interface that allows users to access and modify employee information in a database. The database includes entries for employees, and each database entry includes identifying information about the associated employee. A user can request to modify data within database entries, for instance in order to update information associated with an employee. Responsive to the request, the database management engine identifies liabilities associated with the database modification stemming from associated tax laws. Based on the identified tax liabilities, the engine computes the aggregate tax liability owed by the employer and/or employee. Before modifying a database entry, the engine modifies the user interface to include interface elements detailing the computed aggregate tax liability. The user explicitly can be required to confirm the database modification in view of the aggregate tax liability. Once a user gives explicit confirmation, the engine modifies the database entry.

Claims (59)

1. A method comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries each corresponding to an entity;

receiving a request from the user to retrospectively modify data associated with a characteristic of an entity in an entry of the database corresponding to the entity, wherein modifying the characteristic of the entity comprises changing a benefit exercised by the user;

before modifying the data in the entry of the database, modifying the user interface to include an interface element that displays the change in the characteristic that will result from the data being modified and that allows a user to perform an action to enable the change in the characteristic to take effect, and requesting the user explicitly confirm the requested modification to the data in the entry of the database; and

in response to explicit confirmation from the user, modifying the data in the entry of the database and propagating the modification throughout the database.

2. The method of claim 1 , wherein the user interface element details one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

3. The method of claim 1 , further comprising:

automatically preparing and filing one or more forms associated with the modification with a corresponding governmental agency.

4. The method of claim 1 , further comprising:

identifying one or more actions required by the user before the data can be modified;

autogenerating forms associated with the one or more actions; and

providing the forms for display on the user interface such that the user can access and complete the forms.

5. The method of claim 1 , wherein the benefit exercised by the user comprises one or more of: a change in insurance coverage, a change in insurance plan or plan selection, and a change in retirement selection.

6. The method of claim 1 , wherein propagating the modification throughout the database further comprises:

identifying a tax document to be amended in response to the modification;

amending the tax document based on the modification; and

filing the amended tax document based on the modified entry in the database.

7. The method of claim 1 , wherein propagating the modification throughout the database further comprises:

calculating a set of penalties associated with the modification owed to a jurisdiction; and

redistributing funds allocated to the jurisdiction based on the set of penalties.

8. A non-transitory computer-readable storage medium containing executable instructions that, when executed by a hardware processor, cause the hardware processor to perform steps comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries each corresponding to an entity;

receiving a request from the user to retrospectively modify data associated with a characteristic of an entity in an entry of the database corresponding to the entity, wherein modifying the characteristic of the entity comprises changing a benefit exercised by the user;

before modifying the data in the entry of the database, modifying the user interface to include an interface element that displays the change in the characteristic that will result from the data being modified and that allows a user to perform an action to enable the change in the characteristic to take effect, and requesting the user explicitly confirm the requested modification to the data in the entry of the database; and

in response to explicit confirmation from the user, modifying the data in the entry of the database and propagating the modification throughout the database.

9. The non-transitory computer-readable storage medium of claim 8 , wherein the user interface element details one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

10. The non-transitory computer-readable storage medium of claim 8 , wherein the instructions, when executed, cause the hardware processor to perform further steps comprising:

automatically preparing and filing one or more forms associated with the modification with a corresponding governmental agency.

11. The non-transitory computer-readable storage medium of claim 8 , wherein the instructions, when executed, cause the hardware processor to perform further steps comprising:

identifying one or more actions required by the user before the data can be modified;

autogenerating forms associated with the one or more actions; and

providing the forms for display on the user interface such that the user can access and complete the forms.

12. The non-transitory computer-readable storage medium of claim 8 , wherein the benefit exercised by the user comprises one or more of: a change in insurance coverage, a change in insurance plan or plan selection, and a change in retirement selection.

13. The non-transitory computer-readable storage medium of claim 8 , wherein propagating the modification throughout the database further comprises:

identifying a tax document to be amended in response to the modification;

amending the tax document based on the modification; and

filing the amended tax document based on the modified entry in the database.

14. The non-transitory computer-readable storage medium of claim 8 , wherein propagating the modification throughout the database further comprises:

calculating a set of penalties associated with the modification owed to a jurisdiction; and

redistributing funds allocated to the jurisdiction based on the set of penalties.

15. A system comprising:

a hardware processor; and

a non-transitory computer-readable medium containing instructions that, when executed by the hardware processor, cause the hardware processor to perform steps comprising:

providing for display a user interface in which a user can access and modify a database, the database containing a plurality of entries each corresponding to an entity;

receiving a request from the user to retrospectively modify data associated with a characteristic of an entity in an entry of the database corresponding to the entity, wherein modifying the characteristic of the entity comprises changing a benefit exercised by the user;

before modifying the data in the entry of the database, modifying the user interface to include an interface element that displays the change in the characteristic that will result from the data being modified and that allows a user to perform an action to enable the change in the characteristic to take effect, and requesting the user explicitly confirm the requested modification to the data in the entry of the database; and

in response to explicit confirmation from the user, modifying the data in the entry of the database and propagating the modification throughout the database.

16. The system of claim 15 , wherein the user interface element details one or more of a net gain, a net loss, an exemption, or a rebate associated with the modification of the data.

17. The system of claim 15 , wherein the instructions, when executed, cause the hardware processor to perform further steps comprising:

automatically preparing and filing one or more forms associated with the modification with a corresponding governmental agency.

18. The system of claim 15 , wherein the instructions, when executed, cause the hardware processor to perform further steps comprising:

identifying one or more actions required by the user before the data can be modified;

autogenerating forms associated with the one or more actions; and

providing the forms for display on the user interface such that the user can access and complete the forms.

19. The system of claim 15 , wherein the benefit exercised by the user comprises one or more of: a change in insurance coverage, a change in insurance plan or plan selection, and a change in retirement selection.

20. The system of claim 15 , wherein propagating the modification throughout the database further comprises:

identifying a tax document to be amended in response to the modification;

amending the tax document based on the modification; and

filing the amended tax document based on the modified entry in the database.

Assignments (3)
CHANGE OF NAME Recorded Nov 25, 2025
From: ZENPAYROLL, INC.
To: GUSTO, INC.
Reel/Frame 073705/0640 →
SECURITY INTEREST Recorded Nov 3, 2025
From: GUSTO, INC.; SYMMETRY SOFTWARE, LLC
To: BLUE OWL CREDIT INCOME CORP., AS ADMINISTRATIVE AGENT
Reel/Frame 073529/0027 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 16, 2024
From: SUTTON, MICHAEL KELLY; HOPKINS, STEPHEN WALTER; WILDE, MATTHEW CHARLES; GERSTEIN, ALEXANDER SCOTT; LEE, JULIA HARA CHIN; NIERSTEDT, MICHAEL RYAN; GERVASI, NICHOLAS GIANCARLO; ZRUYA, MATAN; GILL, ROBERT DOUGLAS, JR.; FINCHER, BRIA NICOLE; SU, NINGJING; KWONG, RYAN; LEI, SHENG XIANG; DUVVURU, KETKI WARUDKAR
To: ZENPAYROLL, INC.
Reel/Frame 066479/0858 →
Continuity (6)
Continuation 18192249 · Mar 29, 2023
Continuation 17897572 · Aug 29, 2022
Continuation 17204281 · Mar 17, 2021
Continuation 16552795 · Aug 27, 2019
Continuation 16386005 · Apr 16, 2019
Related Publication 20240193147A1 · Jun 13, 2024
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