Section 25 — Intuit patent landscape

Historical Technology Territory

Each card records the patent, what it occupies, where it intersects the RBMH architecture and why RBMH differentiation must be located elsewhere.

EXAMINER-CITED AGAINST RBMH FAMILY

US8,271,344 B1

Budget Driven Purchase Monitor

Intuit Inc. · Filed 2005 · granted 2012 · Historical grant

VERY HIGH — PRIOR-ART TERRITORYGoogle Patents

Describes assessing a contemplated purchase in the context of a budget and monitoring purchase activity against budget parameters.

Intuit prior art

Purchase consideration + budget intelligence

RBMH

Purchase request + authenticated identity + financial context + technical expenditure authority + transaction execution + evidence capture + structured recordal + predictive intelligence + subsequent financial governance

US9,824,270 B1

Self-Learning Receipt Optical Character Recognition Engine

Intuit Inc. · Granted 2017 · Historical grant

VERY HIGH COMPONENT OVERLAPGoogle Patents

Self-learning optical character recognition applied to receipt information.

US10,366,123 B1

Template-Free Extraction of Data from Documents

Intuit Inc. · Granted 2019 · Historical grant

HIGH COMPONENT OVERLAPGoogle Patents

Automatic extraction of structured data from documents such as bills and invoices without predefined templates.

US10,915,872 B1

Automatic Receipt Capture

Intuit Inc. · Granted 2021 · Historical grant

HIGH COMPONENT OVERLAPGoogle Patents

Automated capture of receipts associated with transactions.

US12,148,047 B2

Personalized Transaction Categorization

Intuit Inc. · Granted 2024 · Active grant

Personalised machine categorisation of financial transactions.

US12,148,048 B2

Framework for Transaction Categorization Personalization

Intuit Inc. · Granted 2024 · Active grant

Framework-level protection for personalising transaction categorisation.

US10,521,856 B1

Categorizing Financial Transactions Based on Spending Patterns

Intuit Inc. · Granted 2019 · Historical grant

Computer-based categorisation of financial transactions using spending patterns.

US11,176,606 B1

Categorizing Financial Transactions (continuation)

Intuit Inc. · Granted 2021 · Historical grant

Continuation technology covering transaction categorisation based on spending patterns.

US9,542,710 B1

Categorizing Financial Transactions Based on Business Preferences

Intuit Inc. · Granted 2017 · Historical grant

MODERATE / HIGHGoogle Patents

Business-preference-driven categorisation of financial transactions.

US7,966,329 B1

Recognition and Categorization of Financial Transactions

Intuit Inc. · Granted 2011 · Historical grant

Early recognition and categorisation of financial transaction data.

US11,276,112 B2

Transaction Classification Based on Transaction Time Predictions

Intuit Inc. · Granted 2022 · Active grant

Prediction-based interpretation of financial transactions, demonstrating further Intuit machine-learning investment around transaction data.

US9,882,892 B1

User Authorization Using Intent Tokens

Intuit Inc. · Granted 2018 · Historical grant

MODERATE / HIGHGoogle Patents

Authorisation of access to resources using intent-based token mechanisms.

US10,489,865

Cash-Flow Forecasting Framework lineage

Intuit Inc. · Granted 2019 · Historical grant

VERY HIGH COMPONENT OVERLAPGoogle Patents

Part of Intuit's cash-flow forecasting patent lineage, including its framework for forecasting future financial position.

Important conclusion

Cash-flow forecasting alone should not be presented as RBMH novelty. The potentially stronger technical position is cash-flow forecasting used to govern future expenditure authority.