Granted Patent B2

US 12,314,737 · App. 18/410,952 · Granted May 27, 2025

Inventors: Brian P. Kaufman (McLean, VA); Eun Young Choe (Hanover, MD); Sabrina Colaianni (Rockville, MD); Reza Zandinejad (Aldie, VA); Shaya Philip Rubenstein (Leesburg, VA)

Assignee: Capital One Services, LLC

G06F9/451G06F16/9577

Abstract

Claims (91)

1. A system comprising:

one or more memories; and

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

receive, via a client device, an indication of information associated with an event,

wherein the information is indicative of whether the event satisfies one or more criteria to qualify for a tax credit program;

analyze the information associated with the event to determine whether a confidence score associated with the information associated with the event satisfies a threshold,

wherein the confidence score indicates a likelihood that the event satisfies the one or more criteria; and

indicate a request for additional information to the client device based on whether the confidence score satisfies the threshold;

determine whether the event qualifies for the tax credit program based on analyzing, using a machine learning model, the information associated with the event,

wherein the machine learning model is trained using historical events that are designated as to whether the historical events qualify for the tax credit program;

store status information associated with the event, and indicative of whether the event satisfies the one or more criteria to qualify for the tax credit program, in a database; and

automatically generate, based on storing the status information in the database, an information packet that includes a tax credit amount calculated based on the status information.

2. The system of claim 1 , wherein the event includes one or more of a task, a job, a team, an activity, or a project.

3. The system of claim 1 , wherein the one or more processors are further configured to:

detect that the information associated with the event indicates that the event satisfies the one or more criteria;

provide, to the client device, an indication to provide supporting information associated with the event, wherein the supporting information includes one or more documents, one or more images, or one or more videos, indicating that the event satisfies the one or more criteria; and

obtain, via the client device, the supporting information.

4. The system of claim 3 , wherein the tax credit amount is calculated based on the supporting information.

5. The system of claim 1 , wherein the one or more processors are further configured to:

store, in the database, status information that is indicative of whether respective events satisfy the one or more criteria to qualify for the tax credit program.

6. The system of claim 1 , wherein the one or more processors are further configured to:

provide the information packet in a read-only format.

7. The system of claim 1 , wherein the one or more processors are further configured to:

obtain, based on the information associated with the event, an indication of one or more users associated with the event;

obtain rate information or activity information associated with respective users from the one or more users,

wherein the activity information indicates amounts of time that the respective users contributed to the event; and

calculate the tax credit amount based on the rate information or the activity information associated with the respective users from the one or more users.

8. The system of claim 1 , wherein the one or more processors are further configured to:

generate information associated with a graphical user interface (GUI) provided by a platform,

wherein the GUI includes one or more fields to input the information associated with the event; and

transmit, to the client device, an indication of the information associated with the GUI,

wherein the information associated with the event is received based on transmitting the indication of the information associated with the GUI.

9. The system of claim 8 , wherein the information associated with the GUI is a document object model (DOM) for the GUI.

10. The system of claim 8 , wherein the one or more processors, to generate the information associated with the GUI, are configured to:

modify the information associated with the GUI to cause the one or more fields to be included in the GUI, or

modify the information associated with the GUI to cause a field or a page associated with input requests for additional information associated with the event to be included in the GUI.

11. The system of claim 1 , wherein the one or more processors, to determine whether the confidence score satisfies the threshold are configured to:

determine whether the confidence score satisfies the threshold before determining whether the event qualifies for the tax credit program, wherein the confidence score satisfies the threshold based on being below the threshold.

12. A method, comprising:

receiving, by a device and via a platform, an indication of information associated with an event,

wherein the information is indicative of whether the event satisfies one or more criteria to qualify for a tax credit program;

analyzing the information associated with the event to determine whether a confidence score associated with the information associated with the event satisfies a threshold,

wherein the confidence score indicates a likelihood that the event satisfies the one or more criteria; and

indicating a request for additional information based on whether the confidence score satisfies the threshold;

determining, by the device and using a machine learning model, that the event qualifies for the tax credit program based on analyzing the information associated with the event,

wherein the machine learning model is trained using historical events that are designated as to whether the historical events qualify for the tax credit program;

storing, by the device, the information associated with the event in a database in connection with information indicating that the event qualifies for the tax credit program;

tracking, in connection with the event qualifying for the tax credit program, one or more metrics associated with the event and the tax credit program, wherein the one or more metrics correspond to one or more users associated with the event; and

transmitting, by the device, an indication of the one or more metrics for display.

13. The method of claim 12 , wherein tracking the one or more metrics comprises:

generating information associated with a graphical user interface (GUI) provided by the platform,

wherein the GUI includes one or more fields to input the information associated with the event; and

transmitting, to the platform, an indication of the information associated with the GUI,

wherein the information associated with the event is received based on transmitting the indication of the information associated with the GUI.

14. The method of claim 12 , wherein tracking the one or more metrics comprises:

periodically obtaining, from the database, an indication of events, including the event, that satisfy the one or more criteria;

aggregating contribution amounts associated with the events based on rate information and activity levels of users associated with the events; and

determining a total contribution amount associated with the events based on aggregating the contribution amounts.

15. The method of claim 12 , further comprising:

querying an employee database to obtain information associated with a set of users that are associated with the event; and

determining the one or more users associated with the event based on roles associated with respective users.

16. The method of claim 12 , wherein the one or more metrics include a tax credit amount, and wherein tracking the one or more metrics comprises:

causing records, from an employee database, to be provided to the device,

wherein the records indicate pay information or activity information associated with respective users from the one or more users; and

calculating the tax credit amount based on the pay information or activity information associated with the respective users.

17. 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:

receive, via a platform, an indication of information associated with an event,

wherein the information is indicative of whether the event satisfies one or more criteria to qualify for a tax credit program;

analyze the information associated with the event to determine whether a confidence score associated with the information associated with the event satisfies a threshold,

wherein the confidence score indicates a likelihood that the event satisfies the one or more criteria; and

indicate a request for additional information based on whether the confidence score satisfies the threshold;

store an entry in a database that includes the information associated with the event,

wherein the entry includes information indicating whether the event qualifies for the tax credit program based on analyzing the information associated with the event using a machine learning model that is trained using historical events that are designated as to whether the historical events qualify for the tax credit program;

calculate, based on storing the entry, a contribution amount associated with the event and the tax credit program; and

transmit an indication of the contribution amount for display.

18. The non-transitory computer-readable medium of claim 17 , wherein the one or more instructions further cause the device to:

periodically obtain, from the database, an indication of events, including the event, that satisfy the one or more criteria;

aggregate contribution amounts associated with the events; and

determine a total contribution amount associated with the events based on aggregating the contribution amounts.

19. The non-transitory computer-readable medium of claim 17 , wherein the one or more instructions further cause the device to:

provide the information associated with the event as an input to the machine learning model, wherein the information includes:

a user input indicating whether the event qualifies for the tax credit program,

a description of the event,

a team affiliation associated with the event, or

one or more survey responses.

20. The non-transitory computer-readable medium of claim 17 , wherein the one or more instructions further cause the device to:

generate information associated with a graphical user interface (GUI) provided by the platform,

wherein the GUI includes one or more fields to input the information associated with the event; and

transmit, to the platform, an indication of the information associated with the GUI,

wherein the information associated with the event is received based on transmitting the indication of the information associated with the GUI.

Assignments (1)

Continuity (2)

References Cited (9)