US 12,265,552 B2
Optimization based on archetypes
Matthew Gerde, Frisco, TX (US); Deepankar Mohapatra, The Colony, TX (US); Ram Mohan Shamanna, Frisco, TX (US); and Ronnie Douglas Douthit, Frisco, TX (US)
Assigned to INTUIT INC., Mountain View, CA (US)
Filed by INTUIT INC., Mountain View, CA (US)
Filed on Jun. 28, 2022, as Appl. No. 17/809,525.
Application 17/809,525 is a continuation of application No. 16/153,394, filed on Oct. 5, 2018, granted, now 11,423,055.
Prior Publication US 2022/0398265 A1, Dec. 15, 2022
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/00 (2019.01); G06F 16/28 (2019.01); G06N 20/00 (2019.01); G06Q 40/10 (2023.01)
CPC G06F 16/285 (2019.01) [G06N 20/00 (2019.01); G06Q 40/10 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method comprising:
filtering received data to generate a subset of the received data less than an entire set of the received data, wherein the received data includes a combination (MeF++) of modernized e-file (MeF) data and additional data;
matching the subset of the received data to one of a plurality of stored archetypes by applying a computer clustering algorithm;
comparing the entire set of received data to the matched stored archetype data to identify at least one difference between the entire set of received data and the matched stored archetype data; and
applying at least one optimization to address the at least one difference by applying on the received data an option common to the matched stored archetype data but missing from the received data.