Intuit Inc.
System and method to augment electronic documents with externally produced metadata to improve processing
Last updated:
Abstract:
A method and system facilitates importation and categorization of financial documents in a financial system. The method and system include receiving source data and externally generated metadata associated with a financial document, such as a receipt of purchase. The method and system further include analyzing the metadata and categorizing the financial document based on the metadata.
Status:
Grant
Type:
Utility
Filling date:
12 Feb 2019
Issue date:
28 Jun 2022