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