IP Library Granted Patent US 12,596,958
Granted Patent B2
US 12,596,958 · App. 18/414,718 · Granted Apr 7, 2026

Apparatus and methods for multiple stage process modeling

Inventors: Barbara Sue Smith (Toronto, CA); Daniel J. Sullivan (Toronto, CA)
Assignee: The Strategic Coach Inc.
G06N20/00
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Quick Facts
Patent No.
US 12,596,958
App. No.
18/414,718
Granted
Apr 7, 2026
Kind
B2
Abstract

An apparatus and method for multiple stage process modeling is provided. The apparatus includes a processor and a memory connected to the processor. The memory containing instructions configuring the a processor to receive process data sets, each process data set representing a progression stage that describes a sequence of activities performed by an entity device, generate, using the process data sets and a machine learning algorithm, a progression outlook profile including progression stage profiles, each progression stage profile representative of a respective progression stage and may generate progression actions describing progression from a first progression stage to a second progression stage based on input data, and a progression stage profile classifier that may use input data and identify a progression stage currently occupied by a process based on input data. The processor may receive process data describing a process to classify received process data to a progression stage profile.

Claims (77)

1 . An apparatus for multiple stage process modeling, the apparatus comprising:

a reconfigurable hardware module;

at least a processor communicatively connected to the reconfigurable hardware module; and

a memory connected to the at least a processor, the memory containing instructions configuring the at least a processor to:

receive a plurality of process data sets, each process data set representing a progression stage, wherein the progression stage describes a sequence of activities;

instantiate, at the reconfigurable hardware module, a progression stage profile classifier, wherein the progression stage profile classifier is generated, by a machine-learning module of the at least a processor, using a linear regression technique wherein the machine-learning module is configured to iteratively retrain the progression stage profile classifier based on user inputs indicating sub-optimal performance by performing an auditing process, wherein the progression stage profile classifier comprises a machine learning model and wherein iteratively retraining the progression stage profile classifier comprises:

sanitizing a training data of the progression stage profile classifier by eliminating training examples of the training data in order to reduce an interference of a convergence of the machine learning model in order to increase an accuracy of the machine learning model, and wherein the training examples comprise exemplary inputs and exemplary outputs;

generate, using at least some of the plurality of process data sets and the instantiated progression stage profile classifier, a progression outlook profile comprising:

a plurality of progression stage profiles, each progression stage profile representative of a respective progression stage and configured to generate progression actions describing progression from a first progression stage to a second progression stage based on input data;

receive current process data describing at least a process to be analyzed, wherein the process includes a current assessment of the sequence of activities;

classify received current process data to a progression stage profile using the progression stage profile classifier, wherein classifying comprises classifying the current assessment to at least the first progression stage;

output at least a current action datum using the progression stage profile, wherein output comprises at least a recommended action for an entity device;

generate an interface data structure including an input field, wherein the interface data structure configures a remote display device to:

display at least an input field;

receive at least a user-input datum into the input field, wherein the user-input datum describes data for updating at least the sequence of activities;

generate an activity sequence summary based on the updated sequence of activities;

display the recommended action for the entity device including data based on the user-input datum and the activity sequence summary; and

display at least a vector from the current assessment to the second progression stage, wherein the vector represents a divergence value, and wherein the divergence value describes a divergence between a first numerical classification of the current assessment and a second numerical classification of the second progression stage.

2 . The apparatus of claim 1 , wherein generating the interface data structure further comprises:

retrieving data describing attributes of the entity device from a database communicatively connected to the processor; and

generating the interface data structure based on the data describing attributes of the entity device.

3 . The apparatus of claim 1 , wherein generating the recommended action for the entity device comprises:

retrieving data describing current preferences of the entity device between a minimum value and a maximum value from a database communicatively connected to the processor, wherein retrieving data further comprises receiving at least a form element input into the input field.

4 . The apparatus of claim 1 , further comprising generating at least an additional input field based on a divergence value that describes divergence between the current assessment to the second progression stage.

5 . The apparatus of claim 1 , wherein generating the recommended action for the entity device comprises:

classifying at least an instance of the current assessment to the second progression stage;

determining a proximity of a respective current assessment to the second progression stage calculated based on at least the user-input datum; and

adjusting the recommended action to reduce the proximity.

6 . The apparatus of claim 1 , wherein generating the recommended action for the entity device further comprises:

classifying the current assessment to the second progression stage, wherein classifying the current assessment further comprises:

comparing the current assessment to the second progression stage; and

determining a parity value based on comparison of the current assessment to the second progression stage, wherein the parity value is included within the recommended action.

7 . The apparatus of claim 4 , wherein generating the recommended action for the entity device further comprises:

determining a pattern, wherein the pattern describes entity interaction with a database communicatively connected to the processor;

classifying at least an element of the pattern to the divergence value; and

adjusting the pattern based on a magnitude of the divergence value.

8 . The apparatus of claim 1 , wherein generating the recommended action for the entity device further comprises:

classifying one or more new instances of the user-input datum to at least the second progression stage;

generating at least a divergence value between the user-input datum and at least the second progression stage based on the classification; and

displaying the divergence value.

9 . A method for multiple stage process modeling, the method comprising:

receiving, by a computing device incorporating a reconfigurable hardware module, a plurality of process data sets, each process data set representing a progression stage, wherein the progression stage describes a sequence of activities performed by an entity device;

instantiating, at the reconfigurable hardware module, a progression stage profile classifier, wherein the progression stage profile classifier is generated, by a machine-learning module of the at least a processor, using a linear regression technique wherein the machine-learning module is configured to iteratively retrain the progression stage profile classifier based on user inputs indicating sub-optimal performance by performing an auditing process, wherein the progression stage profile classifier comprises a machine learning model and wherein iteratively retraining the progression stage profile classifier comprises:

sanitizing a training data of the progression stage profile classifier by eliminating training examples of the training data in order to reduce an interference of a convergence of the machine learning model to increase an accuracy of the machine learning model, and wherein the training examples comprise exemplary inputs and exemplary outputs;

generating, using at least some of the plurality of process data sets and the instantiated progression stage profile classifier, a progression outlook profile comprising:

a plurality of progression stage profiles, each progression stage profile representative of a respective progression stage and configured to generate progression actions describing progression from a first progression stage to a second progression stage based on input data;

receiving, by the computing device, current process data describing at least a process to be analyzed, wherein the process includes a current assessment of the sequence of activities performed by an entity device;

classifying, by the computing device, received current process data to a progression stage profile using the progression stage profile classifier, wherein classifying comprises classifying the current assessment to at least the first progression stage;

outputting, by the computing device, at least a current action datum using the progression stage profile, wherein output comprises at least a recommended action for the entity device;

generating, by the computing device, an interface data structure including an input field, wherein the interface data structure configures a remote display device to:

display at least an input field;

receive at least a user-input datum into the input field, wherein the user-input datum describes data for updating at least the sequence of activities performed by the entity device;

generate an activity sequence summary based on the updated sequence of activities performed by the entity device;

display the recommended action for the entity device including data based on the user-input datum and the activity sequence summary; and

display at least a vector from the current assessment to the second progression stage, wherein the vector represents a divergence value, wherein the divergence value describes a divergence between a first numerical classification of the current assessment and a second numerical classification of the second progression stage.

10 . The method of claim 9 , wherein generating the interface data structure further comprises:

retrieving data describing attributes of the entity device from a database communicatively connected to the computing device; and

generating the interface data structure based on the data describing attributes of the entity device.

11 . The method of claim 9 , further comprising generating at least an additional input field based on a divergence value that describes divergence between the current assessment to the second progression stage.

12 . The method of claim 9 , wherein generating the recommended action for the entity device comprises:

classifying at least an instance of the current assessment to the second progression stage;

determining a proximity of a respective current assessment to the second progression stage calculated based on at least the user-input datum; and

adjusting the recommended action to reduce the proximity.

13 . The method of claim 9 , wherein generating the recommended action for the entity device further comprises:

classifying the current assessment to the second progression stage, wherein classifying the current assessment further comprises:

comparing the current assessment to the second progression stage; and

determining a parity value based on comparison of the current assessment to the second progression stage, wherein the parity value is included within the recommended action.

14 . The method of claim 11 , wherein generating the recommended action for the entity device further comprises:

determining a pattern, wherein the pattern describes entity interaction with a database communicatively connected to the computing device;

classifying at least an element of the pattern to the divergence value; and

adjusting the pattern based on a magnitude of the divergence value.

15 . The method of claim 9 , wherein generating the recommended action for the entity device further comprises:

classifying one or more new instances of the user-input datum to at least the second progression stage;

generating at least a divergence value between the user-input datum and at least the second progression stage based on the classification; and

displaying the divergence value.

16 . The apparatus of claim 1 , wherein the vector is positioned and arranged to connect a first numerical classification of the current assessment to a second numerical classification of the second progression stage.

17 . The method of claim 9 , wherein the vector is positioned and arranged to connect a first numerical classification of the current assessment to a second numerical classification of the second progression stage.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 30, 2024
From: SMITH, BARBARA SUE; SULLIVAN, DANIEL J.
To: THE STRATEGIC COACH INC.
Reel/Frame 067098/0831 →
Continuity (1)
Related Publication 20250232212A1 · Jul 17, 2025
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