IP Library Granted Patent US 9,678,936
Granted Patent B2
US 9,678,936 · App. 14/555,493 · Granted Jun 13, 2017

Dynamic user experience workflow

Inventors: Matthew Sivertson (San Diego, CA); Gang Wang (San Diego, CA); Kevin McCluskey (San Diego, CA); Vinay Kumar (San Diego, CA); Jay JieBing Yu (San Diego, CA)
Assignee: Intuit Inc.
G06F17/243G06F17/248G06Q40/123
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Quick Facts
Patent No.
US 9,678,936
App. No.
14/555,493
Granted
Jun 13, 2017
Kind
B2
Abstract

A method for organizing an application workflow for users that may transmit, to a user device, a first content for a first field of multiple fields. The method may receive, in response to transmitting the first content and from the user device, user data for the first field. The method may obtain a dynamic set of fields selected from the fields, where a portion of the fields are excluded from the dynamic set of fields based on the user data. The method may select, according to a priority of the fields, a second field from the dynamic set of fields. The method may transmit, to the user device, a second content for the second field.

Claims (86)

1. A method for organizing an application for users, comprising:

transmitting, to a user device, a first content for a first field of a plurality of fields, wherein the plurality of fields define an order to a graphical user interface (GUI) application workflow;

receiving, from the user device during the GUI application workflow and in response to transmitting the first content, first user data for the first field;

obtaining, during the GUI application workflow, a first dynamic set of fields selected from the plurality of fields;

adjusting, during the GUI application workflow and based on the first user data, the first dynamic set of fields to exclude at least a first portion of the plurality of fields from the GUI application workflow;

selecting, according to a priority of the plurality of fields, a second field from the first dynamic set of fields, wherein the second field corresponds to application content presented next in the GUI application workflow; and

transmitting, to the user device, a second content for the second field.

2. The method of claim 1 , wherein the first content is declarative content expressed in a declarative programming language.

3. The method of claim 1 , further comprising:

receiving a request to return to a previous position in the GUI application workflow, and wherein the request comprises second user data;

determining a cursor position describing a current field of the plurality of fields;

obtaining a second dynamic set of fields selected from the plurality of fields, wherein at least a second portion of the plurality of fields are excluded from the second dynamic set of fields based on the second user data;

selecting, according to the priority of the plurality of fields and the cursor position, a third field from the second dynamic set of fields, the third field being before the cursor position in the second dynamic set of fields; and

transmitting, to the user device, a third content for the third field.

4. The method of claim 3 , further comprising:

generating previous position declarative content for the third field,

wherein transmitting the third content comprises transmitting the previous position declarative content.

5. The method of claim 3 , wherein the third field is excluded from the subset of the plurality of fields.

6. The method of claim 1 , further comprising:

adding one or more new fields to the first dynamic set of fields based on the user data.

7. The method of claim 1 , wherein the first user data defines a taxable activity of a user, and

wherein the first dynamic set of fields correspond to respective data fields in a tax model for calculating a tax return with the taxable activity.

8. The method of claim 1 , further comprising:

selecting the plurality of fields based on data obtained regarding a user before the selection of an initial field.

9. The method of claim 1 , wherein the plurality of fields comprise at least one user input field for a data model, wherein the at least one user input field corresponds to data supplied by a user as one or more inputs for the data model.

10. The method of claim 1 , wherein the plurality of fields comprise at least one user experience field, wherein the at least one user input field corresponds to information for presentation to a user.

11. A system for organizing an application, comprising:

a computer processor;

a memory;

a user content flow driver executing on the computer processor and configured to:

receive, from a user device during a graphical user interface (GUI) application workflow and in response to transmitting a first content, first user data for a first field of a plurality of fields, wherein the plurality of fields define an order to the GUI application workflow,

obtain, during the GUI application workflow, a first dynamic set of fields selected from the plurality of fields,

adjusting, during the GUI application workflow and based on the first user date, the first dynamic set of fields to exclude at least a first portion of the plurality of fields from the GUI application workflow, and

select, according to a priority of the plurality of fields, a second field from the first dynamic set of fields, wherein the second field corresponds to application content presented next in the GUI application workflow, and

a declarative content engine executing on the computer processor and configured to:

transmit, to the user device, the first content for the first field of the plurality of fields, and

transmit, to the user device, a second content for the second field.

12. The system of claim 11 , wherein the user content flow driver comprises:

a data model flow module configured to:

select, based on the first user data, at least one user input field for a data model, wherein the at least one user input field corresponds to data supplied by a user as one or more inputs for the data model, and

wherein the user content flow driver is further configured to add the at least one user input field to the first dynamic set of fields.

13. The system of claim 11 , wherein the user content flow driver comprises:

a user experience flow module configured to:

select, based on the first user data, at least one user experience field, wherein the at least one user experience field corresponds to data supplied by a user as one or more inputs for the data model, and

wherein the user content flow driver is further configured to add the at least one user input field to the first dynamic set of fields.

14. The system of claim 11 , further comprising:

a content repository,

wherein the declarative content engine is configured to:

obtain application content for the second field from the content repository.

15. The system of claim 11 , wherein the declarative content engine is further configured to:

receive a request to return to a previous position in the GUI application workflow, and wherein the request comprises second user data, and

transmit, to the user device, a third content for the third field, and

wherein the user content flow driver is further configured to:

determine a cursor position describing a current field of the plurality of fields, and

obtain a second dynamic set of fields selected from the plurality of fields, wherein at least a second portion of the plurality of fields are excluded from the second dynamic set of fields based on the second user data, and

select, according to the priority of the plurality of fields and the cursor position, a third field from the second dynamic set of fields, the third field being before the cursor position in the second dynamic set of fields.

16. The system of claim 15 , wherein the declarative content engine is further configured to:

generating previous position declarative content for the third field,

wherein transmitting the third content comprises transmitting the previous position declarative content.

17. The system of claim 15 , wherein the third field is excluded from the subset of the plurality of fields.

18. A non-transitory computer medium for organizing an application for users, comprising computer readable program code for:

transmitting, to a user device, a first content for a first field of a plurality of fields, wherein the plurality of fields define an order to a graphical user interface (GUI) application workflow;

receiving, from the user device during the GUI application workflow and in response to transmitting the first content, first user data for the first field;

obtaining, during the GUI application workflow, a first dynamic set of fields from the plurality of fields;

adjusting, during the GUI application workflow and based on the first user date, the first dynamic set of fields to exclude at least a first portion of the plurality of fields from the GUI application workflow;

selecting, according to a priority of the plurality of fields, a second field from the first dynamic set of fields, wherein the second field corresponds to application content presented next in the GUI application workflow; and

transmitting, to the user device, a second content for the second field.

19. The non-transitory computer medium of claim 18 , wherein the first content is declarative content expressed in a declarative programming language.

20. The non-transitory computer medium of claim 18 , further comprising computer readable program code for:

receiving a request to return to a previous position in the GUI application workflow, and wherein the request comprises second user data;

determining a cursor position describing a current field of the plurality of fields;

obtaining a second dynamic set of fields selected from the plurality of fields, wherein at least a second portion of the plurality of fields are excluded from the second dynamic set of fields based on the second user data;

selecting, according to the priority of the plurality of fields and the cursor position, a third field from the second dynamic set of fields, the third field being before the cursor position in the second dynamic set of fields; and

transmitting, to the user device, a third content for the third field.

21. The non-transitory computer medium of claim 20 , further comprising computer readable program code for:

generating previous position declarative content for the third field,

wherein transmitting the third content comprises transmitting the previous position declarative content.

22. The non-transitory computer medium of claim 20 , wherein the third field is excluded from the subset of the plurality of fields.

23. The non-transitory computer medium of claim 18 , further comprising computer readable program code for:

adding one or more new fields to the first dynamic set of fields based on the user data.

24. The non-transitory computer medium of claim 18 , wherein the first user data defines a taxable activity of a user, and

wherein the first dynamic set of fields correspond to respective data fields in a tax model for calculating a tax return with the taxable activity.

25. The non-transitory computer medium of claim 18 , further comprising computer readable program code for:

selecting the plurality of fields based on data obtained regarding a user before the selection of an initial field.

26. The non-transitory computer medium of claim 18 , wherein the plurality of fields comprise at least one user input field for a data model, wherein the at least one user input field corresponds to data supplied by a user as one or more inputs for the data model.

27. The non-transitory computer medium of claim 18 , wherein the plurality of fields comprise at least one user experience field, wherein the at least one user input field corresponds to information for presentation to a user.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 15, 2014
From: SIVERTSON, MATTHEW; WANG, GANG; MCCLUSKEY, KEVIN; KUMAR, VINAY; YU, JAY JIEBING
To: INTUIT INC.
Reel/Frame 034511/0237 →
Continuity (1)
Related Publication 20160147729A1 · May 26, 2016