US 10,319,043 B1Granted

Methods, systems, and computer program products for linking data schemas to electronic tax return

AssigneeIntuit Inc.

InventorsRajkumar Patel, Eric Dunn, Maurice Clark, Nikolay Kolev, Uma Youts, Gregg Gamble, Laura Grether, Martha Ryan, Jennifer Reeves, Eldwin Pile

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Abstract

A method and computer program product for identifying errors in a computerized preparation of an electronic financial document to be submitted to an agency. A financial document preparation program is executed, a first connection is initiated with a computer of the agency, the schema requirements are received from the agency via the first connection, data entry fields are generated, data entered into the data entry fields is received, error rules are generated from the schema requirements, each error rule associated with a respective one of the data entry fields associated with the electronic financial document, the data entered into the data entry fields is checked against the respective error rules to identify schema errors in the data entered into the data entry fields, the electronic financial document is generated based on the data entered into the data entry fields, and the electronic financial document is electronically transmitted to the agency.

Claims48

Dependent claims

A method for identifying errors in a computerized preparation of an electronic financial extensible markup language (XML) document formatted according to a modernized e-file (MeF) standard to be submitted to an agency that promulgates schema requirements for the MeF standard, the method comprising:

executing, by a processor, a financial document preparation program;
initiating, by a transceiver in communication with the processor, a first connection with a computer of the agency in response to the execution of the financial document preparation program;
receiving, by the transceiver, the schema requirements from the agency via the first connection, the schema requirements including XML data entry requirements based on the MeF standard;
generating, by the processor, a plurality of data entry fields;
receiving, by the processor, data entered into the plurality of data entry fields through a user interface;
generating, by the processor, a plurality of error rules from the schema requirements, each error rule associated with a respective one of the plurality of data entry fields associated with the electronic financial document, and each error rule defining a respective XML data entry requirement for the respective one of the plurality of data entry fields;
checking, by the processor, the data entered into the data entry fields against the respective error rules to identify data entered into one or more of the data entry fields that does not comply with the respective XML data entry requirement for each of the one or more of the data entry fields;
identifying, by the processor, one or more schema errors for the one or more of the data entry fields in the data entered into the data entry fields based on the checking;
receiving, by the processor, corrected data into the one or more of the data entry fields through the user interface;
generating, by the processor, the electronic financial document based on the data entered into the data entry fields and the corrected data;
and
electronically transmitting, by the transceiver, the electronic financial document to the agency.

9 more elements

A computer program product comprising a non-transitory computer readable storage medium having stored thereupon a sequence of instructions which, when executed by a computer, identifies errors in a computerized preparation of an electronic financial extensible markup language (XML) document formatted according to a modernized e-file (MeF) standard to be submitted to an agency that promulgates schema requirements for the MeF standard, the computer program product comprising:

a financial document preparation program configured for being executed, initiating a first connection with a computer of the agency in response to the execution of the financial document preparation program, receiving the schema requirements from the agency via the first connection, the schema requirements including XML data entry requirements based on the MeF standard, generating a plurality of data entry fields, receiving data entered into the plurality of data entry fields through a user interface, generating the electronic financial document, and causing the electronic financial document to be electronically transmitted to the agency;
a schema error module configured for receiving the schema requirements from the agency via the first connection, generating a plurality of error rules from the schema requirements, each error rule associated with a respective one of the plurality of data entry fields associated with the electronic financial document, and each error rule defining a respective XML data entry requirement for the respective one of the plurality of data entry fields;
and
an error check engine configured for checking the data entered into the data entry fields against the respective error rules to identify data entered into one or more of the data entry fields that does not comply with the respective XML data entry requirement for each of the one or more of the data entry fields, and identifying one or more schema errors for the one or more of the data entry fields in the data entered into the data entry fields based on the checking;
wherein:
the financial document preparation program is further configured for receiving corrected data into the one or more of the data entry fields through the user interface, and
the generating of the electronic financial document is based on the data entered into the data entry fields and the corrected data.

4 more elements

Dependencies are inferred from the claim text.