User interface with interactive elements having dynamically determined functionality

Patent metadata

Field	Value
Publication number	US-11973892-B2
Application number	US-202117235717-A
Country	US
Kind code	B2
Filing date	Apr 20, 2021
Priority date	Apr 20, 2021
Publication date	Apr 30, 2024
Grant date	Apr 30, 2024

Abstract

Certain aspects of the present disclosure provide techniques for a method of displaying a user interface on a mobile device, comprising: receiving a transaction file; performing text recognition on the transaction file to extract one or more transaction elements; determining a transaction characteristic based on the one or more transaction elements; displaying a transaction characteristic user interface element within an interactive cell displayed in the user interface; receiving a user touch gesture associated with the interactive cell via the user interface; and displaying an action user interface element in response to receiving the user touch gesture, wherein the action user interface element is configured to perform an action based on the transaction characteristic associated with the interactive cell.

First claim

What is claimed is:

1. A method of displaying a user interface on a mobile device, comprising:
receiving a transaction file;
performing text recognition on the transaction file to extract one or more transaction elements;
determining if the transaction file comprises an expense or a bill based on the one or more transaction elements;
determining whether the transaction file corresponds to an existing expense record or an existing bill record based on the one or more transaction elements;
displaying an interactive cell corresponding to the transaction file in the user interface, wherein the interactive cell comprises:
an indication of whether the transaction file comprises an expense or a bill; and
an indication of whether the transaction file corresponds to an existing expense record or an existing bill record;

receiving a user touch gesture associated with the interactive cell via the user interface;
selecting, based on the transaction characteristic, an action user interface element from a set of action user interface elements comprising:
a first action user interface element configured to cause the mobile device to create an expense record based on the one or more transaction elements;
a second action user interface element configured to cause the mobile device to create a bill record based on the one or more transaction elements;
a third action user interface element configured to cause the mobile device to match the transaction file to an existing expense record based on the one or more transaction elements; and
a fourth action user interface element configured to cause the mobile device to match the transaction file to an existing bill record based on the one or more transaction elements;

displaying the selected action user interface element in the interactive cell in response to receiving the user touch gesture; displaying an incompletion user interface element indicating that a set of the one or more transaction elements is not included in the transaction file; and
receiving user input comprising the set of the one or more transaction elements.

2. The method of claim 1 , further comprising performing one or more actions associated with the selected action user interface element upon receiving user input with respect to the action user interface element.

3. The method of claim 2 , wherein the one or more actions
comprise: storing the transaction file in a transaction database; and
removing the interactive cell from the user interface.

4. The method of claim 1 , wherein the action user interface element is selected in response to determining the transaction characteristic based on the one or more transaction elements.

5. The method of claim 1 , further comprising:
searching a transaction database based on the one or more transaction elements;
identifying a stored transaction in the transaction database associated with the transaction

file based on the one or more transaction elements; and
displaying a matching transaction user interface element within the interactive cell in the user interface.

6. The method of claim 4 , further comprising:
adjusting the one or more transaction elements based on user input; and
determining a new action in response to the adjusting.

7. The method of claim 1 , wherein determining the transaction characteristic based on the one or more transaction elements comprises one of:
determining a transaction element of the one or more transaction elements is the transaction characteristic;
receiving, from a machine learning model, the transaction characteristic after providing the one or more transaction elements to the machine learning model; or
determining the one or more transaction elements indicate the transaction characteristic.

8. The method of claim 1 , further comprising displaying a transaction element user interface element based on at least one of the one or more transaction elements.

9. A system,
comprising: a processor; and
a memory storing instructions, which when executed by the processor perform a method for displaying a user interface on a mobile device, comprising:
receiving a transaction file;
performing text recognition on the transaction file to extract one or more transaction elements;
determining if the transaction file comprises an expense or a bill based on the one or more transaction elements;
determining whether the transaction file corresponds to an existing expense record or an existing bill record based on the one or more transaction elements;
displaying an interactive cell corresponding to the transaction file in the user interface, wherein the interactive cell comprises:
an indication of whether the transaction file comprises an expense or a bill;

and
an indication of whether the transaction file corresponds to an existing

expense record or an existing bill record;
receiving a user touch gesture associated with the interactive cell via the user interface;
selecting, based on the transaction characteristic, an action user interface element from a set of action user interface elements comprising:
a first action user interface element configured to cause the mobile device to create an expense record based on the one or more transaction elements;
a second action user interface element configured to cause the mobile device to create a bill record based on the one or more transaction elements;
a third action user interface element configured to cause the mobile device to match the transaction file to an existing expense record based on the one or more transaction elements; and
a fourth action user interface element configured to cause the mobile device to match the transaction file to an existing bill record based on the one or more transaction elements;

displaying the selected action user interface element in the interactive cell in response to receiving the user touch gesture;
displaying an incompletion user interface element indicating that a set of the one or more transaction elements is not included in the transaction file; and
receiving user input comprising the set of the one or more transaction elements.

10. The system of claim 9 , the method further comprising performing one or more actions associated with the selected action user interface element upon receiving user input with respect to the action user interface element.

11. The system of claim 10 , wherein the one or more actions
comprise: storing the transaction file in a transaction database; and
removing the interactive cell from the user interface.

12. The system of claim 9 , the method wherein the action user interface element is selected in response to determining the transaction characteristic based on the one or more transaction elements.

13. The system of claim 9 , the method further comprising:
searching a transaction database based on the one or more transaction elements;
identifying a stored transaction in the transaction database associated with the transaction

file based on the one or more transaction elements; and
displaying a matching transaction user interface element within the interactive cell in the user interface.

14. The system of claim 12 , the method further comprising:
adjusting the one or more transaction elements based on user input; and
determining a new action in response to the adjusting.

15. The system of claim 9 , wherein determining the transaction characteristic based on the one or more transaction elements comprises one of:
determining a transaction element of the one or more transaction elements is the transaction characteristic;
receiving, from a machine le

Assignees

• Intuit Inc

Inventors

• Kandasamy Durga Muthumanickam
• Kocha Jahnavi
• Lessard Carli
• Nguyen Quoc Phuong
• Pari Nithya
• Paul Robert
• Schrage Andrew
• Wong Eric

Classifications

• H04M1/724 Primary

  User interfaces specially adapted for cordless or mobile telephones · CPC title

• G06F3/0488

  using a touch-screen or digitiser, e.g. input of commands through traced gestures · CPC title

• G06F40/279

  Recognition of textual entities · CPC title

• H04M15/41

  Billing record details, i.e. parameters, identifiers, structure of call data record [CDR] · CPC title

• H04W4/24

  Accounting or billing · CPC title