Intuit Inc.
NAVIGATING TO USER CONTENT IN A FINANCIAL MANAGEMENT SYSTEM

Abstract:

Methods and systems are disclosed for finding and navigating information in financial management systems. In some implementations, a customer self-service system provides incremental search results that are based on user profile information, customer self-service content, and navigation history of a user within a financial management system. The user profile information may include one or more of an estimated income level of the user, an estimated education level of the user, business financial records of the user, tax return information of the user, or personal financial records of the user. The customer self-service system provides the search results incrementally, thereby allowing the user to receive references to transactions or transaction details in real-time as the user provides search query terms for the customer self-service system.