Transaction Prompting via Time Gap Probability Analysis

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Solution Overview

Problem

Manual entry of transactions into transaction management systems is time-intensive and error-prone, often leading to delays or omission of data entry, as not all data sources support automatic retrieval of transaction data.

Innovation Solution

A computer-implemented method generates a user interface to prompt users to enter unrecorded transactions by analyzing historical transaction time gaps and generating a probability distribution to determine the likelihood of missing transactions, exceeding a threshold probability to trigger the interface for data entry.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual entry of transactions is performed, then data can be entered into the system, but the operation is time-intensive and error-prone

Engineering Contradiction:
Improvedata accuracyVSAvoidtime for data entry
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary analysis of transaction patterns and time gaps before prompting the user, preparing prediction models and identifying missing transactions in advance. This reduces the cognitive load during actual data entry and minimizes errors by pre- validating the need for entry.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically detects potential missing transactions by analyzing time gaps and patterns, generating prompts without requiring manual initiation. The system serves itself by identifying its own data completeness issues and autonomously managing the prompting process.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If users delay manual entry of transactions, then time pressure is reduced, but transactions may be forgotten or omitted

Engineering Contradiction:
Improveuser burdenVSAvoidcompleteness of transaction recording
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system continuously monitors transaction time gaps and provides feedback prompts to users when anomalies are detected. This feedback loop ensures users are reminded to enter transactions before they are forgotten, maintaining completeness while allowing users to work at their own pace.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary analysis of transaction patterns and time gaps before prompting the user, preparing prediction models and identifying missing transactions in advance. This reduces the cognitive load during actual data entry and minimizes errors by pre- validating the need for entry.

Inventive Principle:
Principle #10Preliminary action

3Extent of automation

If data connections are established for automatic retrieval, then data entry is automated, but the connection may not support automatic retrieval from all data sources

Engineering Contradiction:
Improveautomatic transaction retrievalVSAvoidcompatibility with data sources
Core Design Contradiction:
Extent of automationVSAdaptability or versatility

Solution Approach 1:

The system introduces an intermediary layer that analyzes transaction patterns and time gaps to identify missing transactions. This intermediary mechanism works independently of data source connections, allowing the system to handle both automated and manual data sources uniformly by detecting anomalies in the transaction timeline.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Productivity

If a large number of transactions are entered manually at once, then backlog is cleared, but the time required and user burden increase

Engineering Contradiction:
Improvetransaction entry throughputVSAvoidtotal time for batch entry
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system segments the transaction entry process by identifying and prompting for individual missing transactions or small groups based on pattern analysis. This breaks down large backlogs into manageable segments, allowing users to enter data in smaller, less burdensome batches while still clearing the overall backlog efficiently.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11908023B1Method and system for generating user interfaces to prompt users to perform an activity in a software application based on transaction time analysis
Publication Date: 2024.02.20 INTUIT INC
  • US11908023B1 patent drawing
  • US11908023B1 patent drawing
  • US11908023B1 patent drawing

AI summary

Certain aspects of the present disclosure provide techniques for generating a user interface to prompt users of a software application to perform an action in the software application. The method generally includes generating historical transaction time gap data for transactions in the account. A probability distribution is generated based on the historical time gap data. The probability distribution represents a probability that a transaction related to the account has been performed after an elapsed time from a previous transaction. A probability that an unrecorded transaction exists for an account based on the probability distribution and a time difference between a most recent transaction and a current time. The probability that an unrecorded transaction exists is determined to exceed a threshold probability, and a user interface is generated and displayed to a user of the software application including a prompt for the user to enter new transactions for the account.