US 12,125,098 B2
Method and transaction tracking service for surfacing rule-creation actions
Prasannavenkatesh Chandrasekar, San Francisco, CA (US); Justin Eli Calles, San Francisco, CA (US); and Mike Tai, San Jose, CA (US)
Assigned to Intuit Inc., Mountain View, CA (US)
Filed by Intuit Inc., Mountain View, CA (US)
Filed on Dec. 22, 2021, as Appl. No. 17/560,125.
Application 17/560,125 is a division of application No. 15/365,903, filed on Nov. 30, 2016, granted, now 11,244,384.
Prior Publication US 2022/0114659 A1, Apr. 14, 2022
Int. Cl. G06Q 40/00 (2023.01); G06F 3/0481 (2022.01); G06F 3/04883 (2022.01); G06Q 40/02 (2023.01); G06F 3/0484 (2022.01)
CPC G06Q 40/02 (2013.01) [G06F 3/0481 (2013.01); G06F 3/04883 (2013.01); G06F 3/0484 (2013.01)] 19 Claims
OG exemplary drawing
 
1. A transaction tracking service (TTS), comprising:
a computer processor;
a transaction repository operatively connected to the computer processor, the transaction repository configured to store a plurality of transaction records organized within a plurality of transaction groups; and
a rule table operatively connected to the computer processor, the rule table including a first rule table entry storing a first rule element tuple (RET), wherein the first RET comprises two or more attributes for execution or application of a rule to the plurality of transaction records,
wherein the computer processor is configured to execute instructions to:
make a first determination that a first transaction record of the plurality of transaction records is unassigned,
generate, based on the first determination, an unassigned transaction list (UTL) comprising a first set of transaction data associated with the first transaction record,
transmit the UTL to a client device operatively connected to the TTS,
execute a web-based application to generate, on a display screen, a graphical user interface (GUI) of the UTL, wherein the GUI includes a first transaction cell corresponding to the first transaction record,
receive, via the GUI, a first user interaction with the first transaction cell that initiates a categorization of the first transaction record,
execute, responsive to the first user interaction, the web-based application to generate the GUI to display, within the first transaction cell, a rule-creation button executable to create a corresponding rule,
receive a second user interaction with the rule-creation button,
generate, responsive to the second user interaction, a second GUI over the GUI, wherein the second GUI displays a selection of selectable rules,
receive a third user interaction with a selectable rule among the selection of selectable rules,
receive, after transmitting the UTL and responsive to the third user interaction, a second RET from the client device, wherein the second RET comprises an updated two or more attributes for execution or application of the selectable rule to the plurality of transaction records,
update, using the second RET, the rule table to generate an updated rule table, and
assign, using the updated rule table, the first transaction record to a second transaction group specified in the second RET.