IP Library Granted Patent US 10,902,490
Granted Patent B2
US 10,902,490 · App. 16/293,205 · Granted Jan 26, 2021

Account manager virtual assistant using machine learning techniques

Inventors: Yuxi He (Boulder, CO); Yuqing Chen (Evanston, IL); Sunrito Bhattacharya (Chicago, IL); Rajat Swaroop (Wheeling, IL); Gregory Tomezak (Buffalo Grove, IL)
Assignee: CDW LLC
G06Q30/0611G06F40/284G06K9/6256G06N20/20
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,902,490
App. No.
16/293,205
Granted
Jan 26, 2021
Kind
B2
Abstract

A method for machine learning-based account manager virtual assistant message processing includes receiving a message of a user, preprocessing the message to generate a normalized data set, analyzing the normalized data using a classification machine learning model, analyzing the normalized data using a deep learning machine learning model, generating a response based on the output of the first and second machine learning models, and transmitting the response to the user. An account manager virtual assistant computing system includes a processor and a memory storing instructions that cause the account manager virtual assistant system to receive a message from a user, process the message using a first machine learning model, process the message using a second machine learning model, when the message is a request for quote, generate a response and transmit the response to the user.

Claims (23)

1. A computer-implemented method for automating tasks using machine learning-based account manager virtual assistant message processing, executed by at least one processor, comprising:

receiving, via an electronic network, a free-form electronic message of a user,

preprocessing the electronic message to generate a normalized extracted data set,

analyzing the normalized extracted data using a trained classification machine learning model to generate a classification data set,

analyzing the normalized extracted data using a trained information extraction machine learning model to generate an information extraction data set,

wherein the trained information extraction machine learning model is a deep learning model trained using a matrix of values corresponding to a curated training data set of normalized messages

and wherein each respective normalized message is associated with a plurality of labels, each indicating the presence, in the normalized message, of a respective item and a respective quantity,

generating, based on the information extraction data set and the classification data set, a response; and

transmitting, via an electronic network, the response to the user in a response electronic message.

2. The computer-implemented method of claim 1 wherein preprocessing the electronic message to generate a normalized extracted data set includes determining whether the user is a customer or an account manager.

3. The computer-implemented method of claim 2 , wherein transmitting the response to the user includes transmitting the response to an account manager associated with an account of the customer.

4. The computer-implemented method of claim 3 , further comprising:

receiving, from the account manager, an indication that the response is complete, and

transmitting the response to a customer associated with the response.

5. The computer-implemented method of claim 1 wherein the electronic message from the user is an email.

6. The computer-implemented method of claim 1 wherein the training of the trained information extraction machine learning model includes tokenizing the electronic message character-by-character.

7. The computer-implemented method of claim 1 wherein the classification machine learning model is a random forest classifier.

8. The computer-implemented method of claim 1 wherein training the classification machine learning model includes analyzing a training data set including one or more electronic message, each electronic message including a label, an original message text, a normalized message text, and an indication of quotation language.

9. The computer-implemented method of claim 1 further comprising:

retrieving, when the classification data set indicates that the electronic message includes a request for quote, item information corresponding to at least one item in the information extraction data set.

10. The computer-implemented method of claim 1 further comprising:

when the classification data set indicates that the electronic message does not include a request for quote,

mapping a customer identifier to a customer email address.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 12, 2019
From: CHEN, YUQING
To: CDW LLC
Reel/Frame 051269/0036 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 21, 2019
From: HE, YUXI; CHEN, YUQING; BHATTACHARYA, SUNRITO; SWAROOP, RAJAT; TOMEZAK, GREGORY
To: CDW LLC
Reel/Frame 049242/0029 →
Continuity (2)
Provisional Application 62786196 · Dec 28, 2018
Related Publication 20200211077A1 · Jul 2, 2020
Cited By (19)
US 12,190,330 US 12,204,564 US 12,216,794 US 12,259,882 US 12,265,896 US 12,277,232 US 12,288,233 US 12,299,065 US 12,353,405 US 12,381,915 US 12,412,140 US 12,536,329 US 12,591,828 US 12,609,938 US 12,641,108 US 12,681,917 US 12,688,324 US 12,694,044 US 12,718,167