Method and system for organized user experience workflow

Patent metadata

Field	Value
Publication number	US-10891696-B2
Application number	US-201414555499-A
Country	US
Kind code	B2
Filing date	Nov 26, 2014
Priority date	Nov 26, 2014
Publication date	Jan 12, 2021
Grant date	Jan 12, 2021

Abstract

A method for providing user content may obtain multiple fields. The method may generate, by a user content flow driver, a priority field list for an application workflow. The method may sort the fields based on the priority field list to obtain sorted fields. The method may select a next field from the sorted fields to obtain a selected next field. The method may generate content based on the selected next field. The method may transmit, to a user experience player, the generated content.

First claim

What is claimed is:

1. A method for providing user content, comprising:
obtaining a set of fields,
wherein the set of fields define an order to an application workflow,
wherein the number of fields in the set of fields is adjusted during the application workflow based on first user data obtained from a first user device,
wherein the set of fields includes a first field and a third field, and
wherein a cursor position is set to the first field;

generating, during the application workflow and by a user content flow driver, a priority field list for the application workflow, wherein the priority field list provides an order that the set of fields are used;
sorting, during the application workflow, the set of fields based on the priority field list to obtain a first sorted plurality of fields;
selecting a next field from the first sorted plurality of fields to obtain a selected next field;
generating first content based on the selected next field for a first context to produce a first generated content;
presenting the first field of the set of fields to a first user device by transmitting, to a first user experience player on the first user device, the first generated content to be presented in the application workflow on the first user device,
wherein the first user experience player corresponds to a first platform, and
wherein the first platform operates on a first operating system;

receiving, during the application workflow and in response to transmitting the first generated content, second user data in a first response for the first field;
updating, using the second user data and a plurality of priority parameters, the priority field list to obtain an updated priority field list,
wherein the updated priority field list comprises one or more fields in a different location from the priority field list, and
wherein the set of fields is updated in response to receiving the first response from the user device, by:
removing the third field from the set of fields; and
adding a fourth field to the set of fields,
wherein the fourth field was not present in the set of fields prior to receiving the first response;

sorting, during the application workflow, the set of fields based on the updated priority field list to obtain a second sorted plurality of fields;
determining that a switch from the first context to a second context is made;
generating a second generated content by modifying the first content to reflect the second context;
setting the cursor position to the fourth field;
presenting the fourth field to the user device by transmitting, to a second user experience player on a second user device, based on the second sorted plurality of fields, and after a determination is made to switch from the first user experience player to a second user experience player, the second generated content to be presented in the application workflow on the second user device in a graphical user interface,
wherein the second user experience player corresponds to a second platform that is different from the first platform, and
wherein the second platform operates on a second operating system that is different from the first operating system:

updating the set of fields in response to receiving a second response from the user device that is to go back to a previous field, by:
removing the fourth field from the set of fields; and
adding the third field back to the set of fields;

setting the cursor position to the third field; and
presenting the third field to the user device.

2. The method of claim 1 , further comprising:
determining a respective score for each field of the set of fields; and
ranking the set of fields based on the respective score of each field of the set of fields to obtain a ranking of the set of fields,
wherein generating the priority field list is based on the ranking of the set of fields.

3. The method of claim 1 , further comprising:
receiving, in response to transmitting the generated content, third user data;
weighting at least one predetermined field in the set of fields based on the third user data associated; and
modifying the priority field list to change an order of the at least one predetermined field in the priority field list,
wherein a declarative content engine uses the at least one predetermined field.

4. The method of claim 1 , further comprising:
computing an amount of tax owed to a tax entity based on third user data corresponding to the first sorted plurality of fields,
wherein the first sorted plurality of fields correspond to respective data fields in a tax model for calculating a tax return.

5. The method of claim 1 , wherein the priority field list comprises a greater number of fields than in the set of fields.

6. The method of claim 1 ,
wherein the set of fields comprise at least one user experience field, wherein the at least one user experience field designates a page provided by the second user device in the application workflow.

7. The method of claim 1 ,
wherein the set of fields comprise at least one user input field for a data model, wherein the at least one user input field corresponds to data supplied by a user as one or more inputs for the data model.

8. A system for providing application content, comprising:
a computer processor;
a memory;
a user content flow driver executing on the computer processor and configured to:
obtain a set of fields,
wherein the set of fields define an order to an application workflow,
wherein the number of fields in the set of fields is adjusted during the application workflow based on first user data obtained from a first user device,
wherein the set of fields includes a first field and a third field, and
wherein a cursor position is set to the first field;

generate, during the application workflow and by a user content flow driver, a priority field list for the application workflow, wherein the priority field list provides an order that the set of fields are used;
sort the set of fields based on the priority field list to obtain a first sorted plurality of fields;
select a next field from the first sorted plurality of fields to obtain a selected next field;
receive, during the application workflow and in response to transmitting a first generated content, second user data in a first response for the first field;
update, using the second user data and a plurality of priority parameters, the priority field list to obtain an updated priority field list,
wherein the updated priority field list comprises one or more fields in a different location from the priority field list, and
wherein the set of fields is updated in response to receiving the first response from the user device, by:
removing the third field from the set of fields;
adding a fourth field to the set of fields, wherein the fourth field was not present in the set of fields prior to receiving the first response; and

sort, during the application workflow, the set of fields based on the updated priority field list to obtain a second sorted plurality of fields; and
update the set of fields in response to receiving a second response from the user device that is to go back to a previous field, by:
removing the fourth field from the set of fields; and
adding the third field back to the set of fields;

a declarative content engine executing on the computer processor and configured to:
generate a first content based on the selected next field for a first context to produce the first generated content;
present the first field of the set of fields to a first user device by transmitting, to a first user experience player on the first user device, the first generated content to be presented in the application workflow on the first user device,

Assignees

• Sivertson Matthew
• Wang Gang
• Mccluskey Kevin
• Kumar Vinay
• Yu Jay Jiebing
• Intuit Inc

Inventors

• Sivertson Matthew
• Wang Gang
• Mccluskey Kevin
• Kumar Vinay
• Yu Jay Jiebing

Classifications

• G06F16/3329

  Natural language query formulation · CPC title

• G06Q40/123 Primary

  Tax preparation or submission · CPC title