US 12,190,220 B1
Self-learning form preparation engine
Laurie Croslin Scott, Kansas City, MO (US); David Longstreet, Blue Springs, MO (US); and Balamurugan Mohan, Kansas City, MO (US)
Assigned to HRB Innovations, Inc., Wilmington, DE (US)
Filed by HRB Innovations, Inc., Las Vegas, NV (US)
Filed on Jul. 12, 2016, as Appl. No. 15/207,752.
Int. Cl. G06N 3/006 (2023.01); G06N 20/00 (2019.01); G06Q 40/12 (2023.01); G06Q 50/18 (2012.01)
CPC G06N 3/006 (2013.01) [G06N 20/00 (2019.01); G06Q 40/123 (2013.12); G06Q 50/18 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method of modifying an operation of a computer-implemented form completion engine, comprising:
ingesting, from a first data store by a processor, a first set of forms corresponding to a plurality of previously submitted self-prepared tax returns;
ingesting, from a second data store by the processor, a second set of forms corresponding to a plurality of previously submitted professionally prepared tax returns,
wherein the second data store is separate from the first data store and the second set of forms are distinct from the first set of forms;
analyzing, using a computer-implemented statistical analyzer, the first set of forms to determine a first trend set;
analyzing, using the computer-implemented statistical analyzer, the second set of forms to determine a second trend set;
comparing the first trend set and the second trend set to determine a trend difference indicative of a disparity between the plurality of previously submitted self-prepared tax returns and the plurality of previously submitted professionally prepared tax returns;
based on the trend difference, generating, using a computer-implemented rules generation engine, a computer-generated rule for changing the operation of the computer-implemented form completion engine,
wherein the operation of the computer-implemented form completion engine comprises assisting users in completing forms;
modifying the operation of the computer-implemented form completion engine using the computer-generated rule to prevent users from making one or more errors while completing the forms via the computer-implemented form completion engine such that the trend difference is reduced;
completing the forms using the computer-implemented form completion engine, the computer-implemented form completion engine modified by the computer-generated rule;
storing completed forms in the first data store or the second data store,
wherein storing the completed forms in the first data store or the second data store adds the completed forms to the first set of forms or the second set of forms such that the completed forms are subsequently analyzed by the computer-implemented statistical analyzer with the first set of forms or the second set of forms;
determining if the completed forms are subsequently audited; and
storing audited versions of the completed forms in the first data store or the second data store to add the audited versions to the first set of forms or the second set of forms for subsequent analysis by the computer-implemented statistical analyzer,
wherein storing the audited versions of the completed forms further comprises storing a flag with each of the audited versions to indicate the completed forms have been audited.