IP Library Granted Patent US 12,632,887
Granted Patent B2
US 12,632,887 · App. 17/125,773 · Granted May 19, 2026

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
G06Q30/0611G06F40/20G06F40/284G06N20/20G06N3/08
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 12,632,887
App. No.
17/125,773
Filed
Dec 17, 2020
Granted
May 19, 2026
Kind
B2
Art Unit
3689
USPC
705/26.4
Abstract

A machine learning task automation method includes receiving a message, preprocessing the message to generate extracted data, analyzing the extracted data to generate classification data, analyzing the extracted data to generate information extraction; and generating and transmitting a response. A computing system includes a processor, and a memory including instructions that, when executed, cause the computing system to receive a message, preprocess the message to generate extracted data, analyze the extracted data to generate classification data, analyze the extracted data to generate information extraction data; and generate and transmit a response. A non-transitory computer readable medium containing program instructions that when executed, cause a computer to receive a message, preprocess the message to generate extracted data, analyze the extracted data to generate classification data, analyze the extracted data to generate information extraction data; and generate and transmit a response.

Claims (62)

1 . An improved computer-implemented method for more robust processing of messages, and for improved automating of tasks using machine learning, executed by at least one processor, comprising:

(a) preprocessing, via one or more processors, a raw electronic message from a user to generate an extracted and normalized data set by performing data extraction extract-transform-load operations and data normalization on the raw electronic message, the raw electronic message including unstructured or semi-structured content;

(b) analyzing, via one or more processors, the extracted and normalized data set using by applying a trained classification machine learning model to generate a classification data set, the classification machine learning model trained to determine message intent;

(c) analyzing, via one or more processors, the extracted and normalized data set using by applying a trained artificial neural network (ANN) information extraction model to generate an information extraction data set identifying one or more item identifiers and associated quantities present in the unstructured or semi-structured content,

wherein the trained ANN information extraction model is trained using a matrix of values derived from labels corresponding to a set of training electronic messages, each including a plurality of item and quantity labels indicative of the presence of a respective item and a respective quantity,

(d) integrating, via one or more processors, the outputs of both the classification data set and the information extraction data set by generating, based on the information extraction data set and the classification data set, a response that is based on both the determined intent and the extracted item identifiers and quantities; and

(e) automatically transmitting, via an electronic network, the response to an account manager or customer user.

2 . The computer-implemented method of claim 1 ,

wherein preprocessing the electronic message to generate an 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 ANN includes tokenizing the electronic message character-by-character.

7 . The computer-implemented method of claim 1 ,

wherein the classification machine learning model is a s 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, information corresponding to 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.

11 . An improved computing system for more robust processing of messages, and for improved automating of tasks using machine learning, comprising:

one or more processors; and

one or more memories including computer-executable instructions that, when executed, cause the computing system to:

preprocess, via the one or more processors, a raw electronic message from a user to generate an extracted and normalized data set by performing data extraction extract-transform-load operations and data normalization on the raw electronic message, the raw electronic message including unstructured or semi-structured content;

analyze, via the one or more processors, the extracted and normalized data set using by applying a trained classification machine learning model to generate a classification data set, the classification machine learning model trained to determine message intent;

analyze, via the one or more processors, the extracted and normalized data set using by applying a trained artificial neural network (ANN) information extraction model to generate an information extraction data set identifying one or more item identifiers and associated quantities present in the unstructured or semi-structured content,

wherein the trained ANN information extraction model is trained using a matrix of values derived from labels corresponding to a set of training electronic messages, each including a plurality of item and quantity labels indicative of the presence of a respective item and a respective quantity,

integrate, via one or more processors, the outputs of both the classification data set and the information extraction data set by generating generate, based on the information extraction data set and the classification data set, a response that is based on both the determined intent and the extracted item identifiers and quantities; and

automatically transmit, via an electronic network, the response to an account manager or customer user.

12 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

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

transmit the response to a customer associated with the response.

13 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

tokenize the electronic message character-by-character.

14 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

train a random forest classifier to implement the classification machine learning model.

15 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

analyze 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.

16 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

retrieve, when the classification data set indicates that the electronic message includes a request for quote, information corresponding to the information extraction data set.

17 . The computing system of claim 11 , the one or more memories including further instructions that, when executed, cause the computing system to:

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

map a customer identifier to a customer email address.

18 . A non-transitory computer readable medium containing program instructions that when executed, cause a computer to:

Preprocess, via one or more processors, a raw electronic message from a user to generate an extracted and normalized data set by performing data extraction extract-transform-load operations and data normalization on the raw electronic message, the raw electronic message including unstructured or semi-structured content;

analyze, via one or more processors, the extracted and normalized data set using by applying a trained classification machine learning model to generate a classification data set, the classification machine learning model trained to determine message intent;

analyze, via one or more processors, the extracted and normalized data set using by applying a trained artificial neural network (ANN) information extraction model to generate an information extraction data set identifying one or more item identifiers and associated quantities present in the unstructured or semi-structured content,

wherein the trained ANN information extraction model is trained using a matrix of values derived from labels corresponding to a set of training electronic messages, each including a plurality of item and quantity labels indicative of the presence of a respective item and a respective quantity,

integrate, via one or more processors, the outputs of both the classification data set and the information extraction data set by generating generate, based on the information extraction data set and the classification data set, a response that is based on both the determined intent and the extracted item identifiers and quantities; and

automatically transmit, via an electronic network, the response to an account manager or customer user.

19 . The non-transitory computer readable medium of claim 18 , including further program instructions that when executed, cause a computer to:

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

transmit the response to a customer associated with the response.

20 . The non-transitory computer readable medium of claim 18 , including further program instructions that when executed, cause a computer to:

train a random forest classifier to implement the classification machine learning model.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 19, 2021
From: HE, YUXI; CHEN, YUQING; BHATTACHARYA, SUNRITO; SWAROOP, RAJAT; TOMEZAK, GREGORY
To: CDW LLC
Reel/Frame 055652/0183 →
Continuity (3)
Continuation 16293205 · Mar 5, 2019
Provisional Application 62786196 · Dec 28, 2018
Related Publication 20210103964A1 · Apr 8, 2021
References Cited (45)
US 7272575B2 · Vega · 2007 [cited by examiner]
US 7415435B1 · Weiss et al. · 2008 [cited by applicant]
US 7440911B1 · Fors et al. · 2008 [cited by applicant]
US 7725329B2 · Kil · 2010 [cited by examiner]
US 7908200B2 · Scott et al. · 2011 [cited by applicant]
US 8140402B1 · Mesaros · 2012 [cited by examiner]
US 10361981B2 · Bennett · 2019 [cited by examiner]
US 10475095B2 · Scott et al. · 2019 [cited by applicant]
US 10769159B2 · Lyons · 2020 [cited by examiner]
US 11107137B2 · Nolan · 2021 [cited by examiner]
US 11321736B2 · Lagi · 2022 [cited by examiner]
US 11455462B2 · Middendorf · 2022 [cited by examiner]
US 11663409B2 · Terry · 2023 [cited by examiner]
US 20020069079A1 · Vega · 2002 [cited by examiner]
US 20050209950A1 · Clark · 2005 [cited by applicant]
US 20130030958A1 · Michalski et al. · 2013 [cited by applicant]
US 20130290234A1 · Harris · 2013 [cited by examiner]
US 20140052561A1 · Scott et al. · 2014 [cited by applicant]
US 20150372963A1 · Root et al. · 2015 [cited by applicant]
US 20160335572A1 · Bennett · 2016 [cited by examiner]
US 20170286962A1 · Lai · 2017 [cited by examiner]
US 20180144309A1 · Rolle · 2018 [cited by examiner]
US 20190042988A1 · Brown · 2019 [cited by examiner]
US 20190220774A1 · Terry et al. · 2019 [cited by applicant]
US 20190361849A1 · Rogynskyy et al. · 2019 [cited by applicant]
US 20200125919A1 · Liu et al. · 2020 [cited by applicant]
CA 2983109A1 · 2016 [cited by examiner]
CN 106682089A · 2017 [cited by examiner]
CN 110913354A · 2020 [cited by examiner]
CN 110084710B · 2022 [cited by examiner]
“Digital Artifact,” Wikipedia, downloaded Apr. 18, 2024, 1p. https://en.wikipedia.org/w/index.php?title=Digital_artifact&oldid=1194934093. (Year: 2024). [cited by examiner]
“Machine learning,” Wikipedia, downloaded Apr. 18, 2024, 33pp. https://en.wikipedia.org/w/index.php?title=Machine_learning&oldid=1217692886 (Year: 2024). [cited by examiner]
Suh-Lee, “Text mining for security threat detection discovering hidden information in unstructured log messages,” 2016 IEEE Conference on Communications and Network Security (CNS), pp. 252-260. (Year: 2016). [cited by examiner]
Wikipedia: “Artificial Intelligence”, retrieved from the Internet at: <https://en.wikipedia.org/w/index.php?title=Artifical_intelligence&oldid=875602267> (Dec. 27, 2018). [cited by applicant]
Wikipedia: “Extract, transform, load”, retrieved from the Internet: <https://en.wikipedia.org/w/index.php?title=Extract,_transform_load&oldid=873266315> (Dec. 12, 2018). [cited by applicant]
International Application No. PCT/US2019/067475, International Search Report and Written Opinion, mailed Mar. 16, 2020. [cited by applicant]
International Application No. PCT/US2019/067721, International Search Report and Written Opinion, mailed Mar. 16, 2020. [cited by applicant]
Zhang et al., Character-level convolutional networks for text classification, arXiv:1509.01626 [cs.LG] (2016). [cited by applicant]
Apache NiFi, downloaded from the Internet at: <https://nifi.apache.org/>, The Apache Software Foundation (2018). [cited by applicant]
Conversica Inc. Obtains Patent for Systems and Methods for Configuring Knowledge Sets and AI Algorithms for Automated Message Exchanges, Global IP News, Information Technology Patent News [New Delhi], Jul. 17, 2018, Dia… [cited by applicant]
European Patent Application No. 19839731.7, Communication Pursuant to Article 93(3) EPC, dated Dec. 12, 2023. [cited by applicant]
European Patent Application No. 19842946.6, Communication Pursuant to Article 94(3) EPC, dated Dec. 12, 2023. [cited by applicant]
Farzindar et al., Natural Language Processing for Social Media, In: Hirst (ed.), Synthesis Lectures on Human Language Technologies, Morgan & Claypool (2015). [cited by applicant]
Krishnan et al., Data Warehousing in the Age of Big Data, Elsevier/Morgan Kaufmann (2013). [cited by applicant]
Lane et al., Natural Language Processing in Action, MEAP Edition, Manning Early Access Program, Version 3, Manning Publications (2017). [cited by applicant]