IP Library › Granted Patent US 12,242,942
Granted Patent B2
US 12,242,942 · App. 18/544,957 · Granted Mar 4, 2025

Utilizing machine learning models to identify insights in a document

Inventor: Joni Bridget Jezewski (Dublin, CA)
Assignee: Capital One Services, LLC
G06N20/20G06F16/30G06F18/24G06F18/2413G06F40/216G06F40/284G06F40/30G06N3/04G06N20/00G06V30/40
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Quick Facts
Patent No.
US 12,242,942
App. No.
18/544,957
Granted
Mar 4, 2025
Kind
B2
Abstract

A device receives document information associated with a document, and receives a request to identify insights in the document information. The device performs, based on the request, natural language processing on the document information to identify words, phrases, and sentences in the document information, and utilizes a first machine learning model with the words, the phrases, and the sentences to identify information indicating abstract insights, concrete insights, and non-insights in the document. The device utilizes a second machine learning model to match the abstract insights with particular concrete insights that are different than the concrete insights, and utilizes a third machine learning model to determine particular insights based on the non-insights. The device generates an insight document that includes the concrete insights, the abstract insights matched with the particular concrete insights, and the particular insights determined based on the non-insights.

Claims (86)

1. A method, comprising:

providing, by a device, a user interface that displays document information;

generating, by the device and based on a mechanism on the user interface being selected, a request to identify insights in the document information;

providing, by the device and based on the mechanism being selected, the document information and the request to an insight platform,

wherein information indicating an abstract insight, a first concrete insight, and a non-insight is identified in the document information using a machine learning model based on the request,

wherein the machine learning model is trained based on historical information provided to the machine learning model, prediction information based on the historical information provided to the machine learning model, and updates to the machine learning model based on the prediction information,

wherein the abstract insight is matched with a second concrete insight that is different than the first concrete insight and the abstract insight using the machine learning model, and

wherein the non-insight is matched with a stored insight that is different from insights identified in the document information using the machine learning model; and

providing, by the device and for display, an insight document that is generated based on a combination of the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight,

wherein the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight are grouped together in the insight document.

2. The method of claim 1 , comprising:

receiving, from the insight platform, information identifying recommended documents associated with the insight document; and

providing, for display, the information identifying the recommended documents.

3. The method of claim 1 , wherein the abstract insight is one or more of:

an insight that is not based on realities, specific objects, or actual instances;

an insight that expresses qualities or characteristics apart from specific objects or instances; or

a theoretical insight.

4. The method of claim 1 , wherein the first concrete insight is one or more of:

an insight that is based on realities, specific objects, or actual instances,

an insight pertaining to realities or actual instances, or

an insight applied to actual substances or things.

5. The method of claim 1 , wherein the non-insight is one or more of:

an opinion,

a fact,

a guess, or

a theory.

6. The method of claim 1 , wherein the information indicating the abstract insight, the first concrete insight, and the non-insight is identified in the document information using the machine learning model based on natural language processing being performed on the document information.

7. The method of claim 1 , wherein the insight document includes a ranking of the first concrete insight, the abstract insight, and the stored insight based on scores assigned to the first concrete insight, the abstract insight, and the stored insight.

8. A device, comprising:

one or more memories; and

one or more processors, coupled to the one or more memories, configured to cause the device to:

provide a user interface that displays document information;

generate, based on a mechanism on the user interface being selected, a request to identify insights in the document information;

provide, based on the mechanism being selected, the document information and the request to an insight platform,

wherein information indicating an abstract insight, a first concrete insight, and a non-insight is identified in the document information using a machine learning model based on the request,

wherein the machine learning model is trained based on historical information provided to the machine learning model, prediction information based on the historical information provided to the machine learning model, and updates to the machine learning model based on the prediction information,

wherein the abstract insight is matched with a second concrete insight that is different than the first concrete insight and the abstract insight using the machine learning model, and

wherein the non-insight is matched with a stored insight that is different from insights identified in the document information using the machine learning model; and

provide, for display, an insight document that is generated based on a combination of the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight,

wherein the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight are grouped together in the insight document.

9. The device of claim 8 , wherein the one or more processors are further configured to cause the device to:

receive, from the insight platform, information identifying recommended documents associated with the insight document; and

provide, for display, the information identifying the recommended documents.

10. The device of claim 8 , wherein the abstract insight is one or more of:

an insight that is not based on realities, specific objects, or actual instances;

an insight that expresses qualities or characteristics apart from specific objects or instances; or

a theoretical insight.

11. The device of claim 8 , wherein the first concrete insight is one or more of:

an insight that is based on realities, specific objects, or actual instances,

an insight pertaining to realities or actual instances, or

an insight applied to actual substances or things.

12. The device of claim 8 , wherein the non-insight is one or more of:

an opinion,

a fact,

a guess, or

a theory.

13. The device of claim 8 , wherein the information indicating the abstract insight, the first concrete insight, and the non-insight is identified in the document information using the machine learning model based on natural language processing being performed on the document information.

14. The device of claim 8 , wherein the insight document includes a ranking of the first concrete insight, the abstract insight, and the stored insight based on scores assigned to the first concrete insight, the abstract insight, and the stored insight.

15. A non-transitory computer-readable medium storing a set of instructions, the set of instructions comprising:

one or more instructions that, when executed by one or more processors of a device, cause the device to:

provide a user interface that displays document information;

generate, based on a mechanism on the user interface being selected, a request to identify insights in the document information;

provide, based on the mechanism being selected, the document information and the request to an insight platform,

wherein information indicating an abstract insight, a first concrete insight, and a non-insight is identified in the document information using a machine learning model based on the request,

wherein the machine learning model is trained based on historical information provided to the machine learning model, prediction information based on the historical information provided to the machine learning model, and updates to the machine learning model based on the prediction information,

wherein the abstract insight is matched with a second concrete insight that is different than the first concrete insight and the abstract insight using the machine learning model, and

wherein the non-insight is matched with a stored insight that is different from insights identified in the document information using the machine learning model; and

provide, for display, an insight document that is generated based on a combination of the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight,

wherein the first concrete insight, the abstract insight matched with the second concrete insight, and the stored insight are grouped together in the insight document.

16. The non-transitory computer-readable medium of claim 15 , wherein the one or more instructions further cause the device to:

receive, from the insight platform, information identifying recommended documents associated with the insight document; and

provide, for display, the information identifying the recommended documents.

17. The non-transitory computer-readable medium of claim 15 , wherein the abstract insight is one or more of:

an insight that is not based on realities, specific objects, or actual instances;

an insight that expresses qualities or characteristics apart from specific objects or instances; or

a theoretical insight.

18. The non-transitory computer-readable medium of claim 15 , wherein the first concrete insight is one or more of:

an insight that is based on realities, specific objects, or actual instances,

an insight pertaining to realities or actual instances, or

an insight applied to actual substances or things.

19. The non-transitory computer-readable medium of claim 15 , wherein the non-insight is one or more of:

an opinion,

a fact,

a guess, or

a theory.

20. The non-transitory computer-readable medium of claim 15 , wherein the information indicating the abstract insight, the first concrete insight, and the non-insight is identified in the document information using the machine learning model based on natural language processing being performed on the document information.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 19, 2023
From: JEZEWSKI, JONI BRIDGET
To: CAPITAL ONE SERVICES, LLC
Reel/Frame 065911/0757 →
Continuity (5)
Continuation 17647187 · Jan 6, 2022
Continuation 16693650 · Nov 25, 2019
Continuation 16385496 · Apr 16, 2019
Continuation 15896922 · Feb 14, 2018
Related Publication 20240127126A1 · Apr 18, 2024
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