Alex Balazs

A technique for controlling release of data associated with an account is described. During this data-privacy management technique, a computer system provides at least a subset of data associated with an account to a third party based on a first consent (which may be received from a user of the account). This subset may have a first classification based on a predefined taxonomy. Subsequently, the third party may notify the computer system that additional data has been derived from the data. In… Show more

A technique for controlling release of data associated with an account is described. During this data-privacy management technique, a computer system provides at least a subset of data associated with an account to a third party based on a first consent (which may be received from a user of the account). This subset may have a first classification based on a predefined taxonomy. Subsequently, the third party may notify the computer system that additional data has been derived from the data. In response, the computer system may determine a second classification of the additional data based on a predefined taxonomy. If this second classification is other than a subset of the first classification, the computer system may request a second consent (for example, from the user). Show less

Systems, methods and articles of manufacture for determining impact chains from a calculation graph for calculating taxes. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and an impact chain engine. The tax calculation engine is configured to perform a plurality of tax… Show more

Systems, methods and articles of manufacture for determining impact chains from a calculation graph for calculating taxes. The system includes a computing device, a data store in communication with the computing device and a tax preparation software application executable by the computing device. The tax preparation software application has a tax calculation engine, a tax calculation graph, and an impact chain engine. The tax calculation engine is configured to perform a plurality of tax calculation operations based on a tax calculation graph. The impact chain engine is configured to analyze the tax calculation graph and determine an impact chain for each of a plurality of nodes in the graph, wherein an impact chain for a respective node consists of one of (a) each of the other nodes which are affected by the respective node, or (b) each of the other nodes which affect the respective node. Show less

Disclosed are methods, systems, and articles of manufacture for implementing adaptive levels of authentication assurance according to sensitivity or criticality of information accessed or actions performed in a financial management system to enhance user experience and usability of the financial management system while providing adequate security to safeguard sensitive data. Various flow nodes are associated with one or more levels of assurance which are further associated with some… Show more

Disclosed are methods, systems, and articles of manufacture for implementing adaptive levels of authentication assurance according to sensitivity or criticality of information accessed or actions performed in a financial management system to enhance user experience and usability of the financial management system while providing adequate security to safeguard sensitive data. Various flow nodes are associated with one or more levels of assurance which are further associated with some authentication tokens of different authentication strengths. Users are usually first authenticated with a lower authentication strength token. Risk profiles may also be accessed to examine the users' requests for access for fraud detection or prevention purposes. As users attempt to access more sensitive data at a higher level of assurance beyond the authorized level, further authentication with higher authentication strength and involving more user efforts in completing the authentication is required before users are authorized on the higher level of assurance. Show less

A technique for associating data with an account is described. During this technique, a user uploads data to a computer system from an electronic device one or more times without providing log-in credentials for the account. Instead, the data is stored along with an identifier determined from characteristics or attributes of the electronic device. If the user subsequently logs into the account from the electronic device, the computer system determines that the identifier for the electronic… Show more

A technique for associating data with an account is described. During this technique, a user uploads data to a computer system from an electronic device one or more times without providing log-in credentials for the account. Instead, the data is stored along with an identifier determined from characteristics or attributes of the electronic device. If the user subsequently logs into the account from the electronic device, the computer system determines that the identifier for the electronic device matches the previously determined identifier. At this point, the computer system associates data with the account. Show less

One embodiment of the present invention provides a system that converts authentication-tokens to facilitate interactions between applications. During operation, the system receives a command-execution request from a first application, wherein the command-execution request specifies a command to execute on a second application. Subsequently, the system verifies a first authentication-token included with the command-execution request. Next, the system translates the first authentication-token… Show more

One embodiment of the present invention provides a system that converts authentication-tokens to facilitate interactions between applications. During operation, the system receives a command-execution request from a first application, wherein the command-execution request specifies a command to execute on a second application. Subsequently, the system verifies a first authentication-token included with the command-execution request. Next, the system translates the first authentication-token into a form associated with the second application to produce a second authentication-token. The system then modifies the command-execution request by replacing the first authentication-token with the second-authentication-token to create a modified command-execution request. Then, the system sends the modified command-execution request to the second application. Show less

Provides the ability to recognize existing users during the product on-boarding process, understand what product(s) they already own, and direct them to the most expedient path to signing up for the new product, where existing data will be leveraged and pre-filled - increasing cross-selling and conversion rates.

Computer-implemented methods, systems and articles of manufacture for rendering paginated interview screens that include arrangements of tax questions or topics representative of question or topic relevancy and that are selected and arranged based at least in part upon determined question or topic categorization and/or ranking. Different pagination structures may be utilized to visually indicate tax question or topic relevancy and to encourage or enable users of a tax return preparation… Show more

Computer-implemented methods, systems and articles of manufacture for rendering paginated interview screens that include arrangements of tax questions or topics representative of question or topic relevancy and that are selected and arranged based at least in part upon determined question or topic categorization and/or ranking. Different pagination structures may be utilized to visually indicate tax question or topic relevancy and to encourage or enable users of a tax return preparation application to answer more pertinent questions or topics before others, while also allowing the user to navigate or scroll questions or topics of paginated screens and to select questions or topics to answer or address at the user's discretion, without being restricted by a pre-determined sequence of interview questions or hard-coded question-and-answer frameworks. Interview screen paginations and content thereof are dynamically updated as runtime data of the electronic tax return is received or updated. Show less