# US 2019/0318031 A1 · User interfaces based on pre-classified data sets

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- Number: US 2019/0318031 A1
- Document ID: US20190318031A1
- Status: Published application
- Kind: A1
- Application number: 15/955,345
- Filed: 2018-04-17
- Published: 2019-10-17
- Earliest claimed: 2018-04-17
- Assignees: Intuit Inc.
- Applicants: Intuit Inc.
- Inventors: Joanna SIM; Hannah HUDSON; Rit MISHRA; Justin CALLES; Prasannavenkatesh CHANDRASEKAR; Carly WOOD; Grace WU; Susrutha GONGALLA; Heidi YANG; Gerald CARVALHO; Justin LI; Catherine Cacheris
- Web page: https://patentgrep.com/patent/US20190318031A1

## CPC

- G06F 16/287: {Visualization; Browsing}
- G06Q 40/12: Accounting
- G06F 3/0485: Scrolling or panning
- G06F 16/345: {Summarisation for human users}
- G06F 16/353: into predefined classes
- G06F 16/358: Browsing; Visualisation therefor
- G06N 3/09: Supervised learning
- G06N 3/091: Active learning
- G06N 7/01: Probabilistic graphical models, e.g. probabilistic networks
- G06Q 40/123: {Tax preparation or submission}
- G06N 3/08: Learning methods
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS

## Abstract

Aspects of the present disclosure provide techniques for displaying reduced data sets based on pre-classification of a larger data set. Embodiments include receiving a plurality of activity records describing a plurality of activities associated with the user. Embodiments further include grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records. Embodiments further include providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface. Embodiments further include providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary. Embodiments further include receiving input from the user via the user interface, the input assigning a category to all activities in the pre-classified data set together based on the summary.

## Claims

### Claim 1

A computer-implemented method for displaying reduced data sets based on pre-classification of a larger data set in a user interface, comprising:
receiving a plurality of activity records describing a plurality of activities associated with the user;
grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records;
providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface;
providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary;
receiving input from the user via the user interface, wherein the input assigns a category to all activities in the pre-classified data set together based on the summary.

### Claim 2 (depends on 1)

The computer-implemented method of claim 1, wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
identifying an attribute that is shared by a subset of the plurality of activity records; and
assigning activities described by the subset of the plurality of activity records to a pre-classified data set based on the attribute.

### Claim 3 (depends on 1)

The computer-implemented method of claim 1, wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
training a predictive model using historical activity records associated with categories to predict a category based on an activity record;
using the predictive model to determine a predicted category of each of the plurality of activities, wherein the plurality of activity records are provided as input to the predictive model; and
grouping the plurality of activities into the one or more pre-classified data sets based on the predicted category of each of the plurality of activities.

### Claim 4 (depends on 3)

The computer-implemented method of claim 3, wherein providing the user with the summary of the pre-classified data set via the user interface comprises: displaying, within the user interface:
a description of the pre-classified data set;
a number of activities in the pre-classified data set;
one or more descriptive terms associated with at least a subset of the activities in the pre-classified data set; and
a control that, when selected, allows the user to view information about all of the activities in the pre-classified data set.

### Claim 5 (depends on 4)

The computer-implemented method of claim 4, wherein receiving the input from the user via the user interface comprises: receiving a confirmation from the user that all of the activities in the pre-classified data set belong to the predicted category associated with the pre-classified data set.

### Claim 6 (depends on 4)

The computer-implemented method of claim 4, wherein the control, when selected, allows the user to view the information about all of the activities in the pre-classified data set by initiating the following operations:
displaying attributes of each of the activities in the pre-classified data set; and
providing the user with one or more controls for confirming the predicted category or assigning a different category to each of the activities.

### Claim 7 (depends on 1)

The computer-implemented method of claim 1, wherein the plurality of activities associated with the user comprise one or more trips, wherein each of the one or more trips comprises an origin location and a destination location, and wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
determining that a subset of the one or more trips shares a common origin location or destination location; and
grouping the subset of the one or more trips into a pre-classified data set based on the common origin location or destination location.

### Claim 8 (depends on 1)

The computer-implemented method of claim 1, wherein the plurality of activities associated with the user comprise one or more transactions, wherein each of the one or more transactions comprises an amount, and wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
determining that a subset of the one or more transactions comprise amounts that exceed a threshold; and
grouping the subset of the one or more trips into a pre-classified data set based on the amounts exceeding the threshold.

### Claim 9

A computer-implemented user interface for displaying reduced data sets based on pre-classification of a larger data set, wherein the computer-implemented user interface is configured to display:
a description of a pre-classified data set, the pre-classified data set comprising activities of a user that share a common attribute;
a number of the activities in the pre-classified data set;
one or more descriptive terms associated with at least a subset of the activities in the pre-classified data set;
a control that, when selected, allows the user to view information about all of the activities in the pre-classified data set; and
a control that, when selected, allows the user to assign a category to all of the activities in the pre-classified data set.

### Claim 10 (depends on 9)

The computer-implemented user interface of claim 9, wherein the pre-classified data set is generated by:
training a predictive model using historical activity records associated with categories to predict a category based on an activity record;
using the predictive model to determine a predicted category of each of the activities of the user, wherein a plurality of activity records associated with the activities are provided as input to the predictive model; and
grouping the activities into the pre-classified data set based on the activities sharing a predicted category.

### Claim 11 (depends on 9)

The computer-implemented user interface of claim 9, wherein the activities of the user comprise one or more trips, wherein each of the one or more trips comprises an origin location and a destination location, and wherein the pre-classified data set is generated by:
determining that the one or more trips share a common origin location or destination location; and
grouping the one or more trips into the pre-classified data set based on the common origin location or destination location.

### Claim 12 (depends on 9)

The computer-implemented user interface of claim 9, wherein the activities of the user comprise one or more transactions, wherein each of the one or more transactions comprises an amount, and wherein the pre-classified data set is generated by:
determining that the one or more transactions comprise amounts that exceed a threshold; and
grouping the one or more trips into the pre-classified data set based on the amounts exceeding the threshold.

### Claim 13

A system, comprising: one or more processors; and a non-transitory computer-readable medium comprising instructions that, when executed by the one or more processors, cause the one or more processors to perform an operation for displaying reduced data sets based on pre-classification of a larger data set in a user interface, the operation comprising:
receiving a plurality of activity records describing a plurality of activities associated with the user;
grouping the plurality of activities into one or more pre-classified data sets based on the plurality of activity records;
providing the user with a summary of a pre-classified data set of the one or more pre-classified data sets via a user interface;
providing the user, via the user interface, with a user interface element that allows the user to categorize all activities in the pre-classified data set together based on the summary;
receiving input from the user via the user interface, wherein the input assigns a category to all activities in the pre-classified data set together based on the summary.

### Claim 14 (depends on 13)

The system of claim 13, wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
identifying an attribute that is shared by a subset of the plurality of activity records; and
assigning activities described by the subset of the plurality of activity records to a pre-classified data set based on the attribute.

### Claim 15 (depends on 13)

The system of claim 13, wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
training a predictive model using historical activity records associated with categories to predict a category based on an activity record;
using the predictive model to determine a predicted category of each of the plurality of activities, wherein the plurality of activity records are provided as input to the predictive model; and
grouping the plurality of activities into the one or more pre-classified data sets based on the predicted category of each of the plurality of activities.

### Claim 16 (depends on 15)

The system of claim 15, wherein providing the user with the summary of the pre-classified data set via the user interface comprises: displaying, within the user interface:
a description of the pre-classified data set;
a number of activities in the pre-classified data set;
one or more descriptive terms associated with at least a subset of the activities in the pre-classified data set; and
a control that, when selected, allows the user to view information about all of the activities in the pre-classified data set.

### Claim 17 (depends on 16)

The system of claim 16, wherein receiving the input from the user via the user interface comprises: receiving a confirmation from the user that all of the activities in the pre-classified data set belong to the predicted category associated with the pre-classified data set.

### Claim 18 (depends on 16)

The system of claim 16, wherein the control, when selected, allows the user to view the information about all of the activities in the pre-classified data set by initiating the following operations:
displaying attributes of each of the activities in the pre-classified data set; and
providing the user with one or more controls for confirming the predicted category or assigning a different category to each of the activities.

### Claim 19 (depends on 13)

The system of claim 13, wherein the plurality of activities associated with the user comprise one or more trips, wherein each of the one or more trips comprises an origin location and a destination location, and wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
determining that a subset of the one or more trips shares a common origin location or destination location; and
grouping the subset of the one or more trips into a pre-classified data set based on the common origin location or destination location.

### Claim 20 (depends on 13)

The system of claim 13, wherein the plurality of activities associated with the user comprise one or more transactions, wherein each of the one or more transactions comprises an amount, and wherein grouping the plurality of activities into the one or more pre-classified data sets based on the plurality of activity records comprises:
determining that a subset of the one or more transactions comprise amounts that exceed a threshold; and
grouping the subset of the one or more trips into a pre-classified data set based on the amounts exceeding the threshold.