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1. (WO2018140489) METHOD TO DETERMINE ACCOUNT SIMILARITY IN AN ONLINE ACCOUNTING SYSTEM

Pub. No.:    WO/2018/140489    International Application No.:    PCT/US2018/015039
Publication Date: Fri Aug 03 01:59:59 CEST 2018 International Filing Date: Thu Jan 25 00:59:59 CET 2018
IPC: G06Q 40/00
G06Q 10/10
Applicants: INTUIT INC.
Inventors: RAN, Alexander S.
RUKONIC, Marko
LESNER, Christopher
WANG, Wei
Title: METHOD TO DETERMINE ACCOUNT SIMILARITY IN AN ONLINE ACCOUNTING SYSTEM
Abstract:
A method and system groups user accounts in a financial management system based on the similarities of the financial transactions associated with the accounts. The financial management system receives financial transaction data related to a plurality of financial transactions of a plurality of users. Each of the financial transactions is associated with an account of a user. The financial management system generates account characteristics vector data including, for each account, an account characteristics vector based on the financial transactions associated with the account. The financial management system groups the accounts by performing grouping analysis on the account characteristics vectors.