IP Library Granted Patent US 12,731,072
Granted Patent B2
US 12,731,072 · App. 18/028,407 · Granted Sep 8, 2026

Methods and systems for training attribute prediction models

Inventors: Delia Rusu (Te Aro, NZ); Quentin Gabriel Thurier (Te Aro, NZ); Soon-Ee Cheah (Te Aro, NZ); Rebecca Dridan (Te Aro, NZ)
Assignee: Xero Limited
G06N20/00G06N5/022
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Quick Facts
Patent No.
US 12,731,072
App. No.
18/028,407
Granted
Sep 8, 2026
Kind
B2
Abstract

Described embodiments relate to a method comprising: determining a training dataset of example documents, each associated with first and second hierarchical level category labels. The method comprises generating a predicted first hierarchical level category and a predicted second hierarchical level category; determining a first loss value and a second loss value based on the predictions; determining a combined loss value based on the first loss value and the second loss value; and adjusting one or more weights of the numerical representation generation model based on the combined loss value.

Claims (67)

1 . A method comprising:

determining a training dataset for training a model, the training dataset comprising a plurality of example documents, each example document being associated with a first hierarchical level category label and a second hierarchical level category label,

wherein first and second hierarchical levels are different hierarchical levels within a hierarchical structure of a common attribute, and the second hierarchical level category label is a sub-category of the first hierarchical level category label; and

for each example document in the training dataset:

providing an example document to a numerical representation generation model to generate a numerical representation of the example document;

providing the numerical representation of the example document to a first hierarchical level attribute predictor to generate a predicted first hierarchical level category;

determining a predicted second hierarchical level category;

determining a first loss value based on the predicted first hierarchical level category and the first hierarchical level category label associated with the example document;

determining a second loss value based on the predicted second hierarchical level category and the second hierarchical level category label associated with the example document;

determining a combined loss value based on the first loss value and the second loss value; and

adjusting one or more weights of the numerical representation generation model based on the combined loss value; and

determining the numerical representation generation model and the first hierarchical level attribute predictor to be a trained transaction attribute prediction model.

2 . The method of claim 1 , wherein the first hierarchical level is a lower level in the hierarchical structure than the second hierarchical level.

3 . The method of claim 1 , wherein determining a predicted second hierarchical level category comprises:

providing the numerical representation of the example document to a second hierarchical level attribute predictor to generate the predicted second hierarchical level category.

4 . The method of claim 1 , wherein determining a predicted second hierarchical level category comprises:

querying a hierarchical chart of accounts, each account being associated with multiple hierarchical level categories, using the predicted first hierarchical level category; and

determining the predicted second hierarchical level category as a parent category of the predicted first hierarchical level category.

5 . The method of claim 1 , wherein each example document of the training dataset is further associated with a third hierarchical level category label, wherein a third hierarchical level is different from the first and second hierarchical levels within the hierarchical structure of the common attribute, the method further comprising:

for each example document in the training dataset:

determining a predicted third hierarchical level category; and

determining a third loss value based on the predicted third hierarchical level category and the third hierarchical level category label associated with the example document;

wherein determining the combined loss value is further based on the third loss value.

6 . The method of claim 5 , wherein determining the predicted third hierarchical level category comprises:

providing the numerical representation of the example document to a third hierarchical level attribute predictor to generate the predicted third hierarchical level category.

7 . The method of claim 5 , wherein determining the predicted third hierarchical level category comprises:

querying a hierarchical chart of accounts, each account being associated with multiple hierarchical level categories, using the predicted first hierarchical level category; and

determining the predicted third hierarchical level category as a grandparent category of the predicted first hierarchical level category.

8 . The method of claim 1 , wherein the first hierarchical level of the hierarchical structure of the common attribute is an account code.

9 . The method of claim 1 , wherein the second hierarchical level of the hierarchical structure of the common attribute is an account type.

10 . The method of claim 5 , wherein the third hierarchical level of the hierarchical structure of the common attribute is an account class.

11 . The method of claim 1 , wherein the second hierarchical level of the hierarchical structure of the common attribute is an account class.

12 . The method of claim 1 , wherein the first hierarchical level of the hierarchical structure of the common attribute is an account type.

13 . The method of claim 12 , wherein the second hierarchical level of the hierarchical structure of the common attribute is an account class.

14 . The method of claim 1 , wherein determining the combined loss value comprises:

applying a first weighting to the first loss value and applying a second weighting to the second loss value.

15 . The method of claim 1 , further comprising:

deploying the trained transaction attribute prediction model on an accounting system.

16 . A system comprising:

one or more processors; and

memory comprising computer executable instructions, which when executed by the one or more processors, cause the system to:

determine a training dataset for training a model, the training dataset comprising a plurality of example documents, each example document being associated with a first hierarchical level category label and a second hierarchical level category label,

wherein first and second hierarchical levels are different hierarchical levels within a hierarchical structure of a common attribute, and the second hierarchical level category label is a sub-category of the first hierarchical level category label; and

for each example document in the training dataset:

provide an example document to a numerical representation generation model to generate a numerical representation of the example document;

provide the numerical representation of the example document to a first hierarchical level attribute predictor to generate a predicted first hierarchical level category;

determine a predicted second hierarchical level category;

determine a first loss value based on the predicted first hierarchical level category and the first hierarchical level category label associated with the example document;

determine a second loss value based on the predicted second hierarchical level category and the second hierarchical level category label associated with the example document;

determine a combined loss value based on the first loss value and the second loss value; and

adjust one or more weights of the numerical representation generation model based on the combined loss value; and

determine the numerical representation generation model and the first hierarchical level attribute predictor to be a trained transaction attribute prediction model.

17 . A non-transitory computer-readable storage medium storing instructions that, when executed by a computer, cause the computer to perform operations comprising:

determining a training dataset for training a model, the training dataset comprising a plurality of example documents, each example document being associated with a first hierarchical level category label and a second hierarchical level category label,

wherein first and second hierarchical levels are different hierarchical levels within a hierarchical structure of a common attribute, and the second hierarchical level category label is a sub-category of the first hierarchical level category label; and

for each example document in the training dataset:

providing an example document to a numerical representation generation model to generate a numerical representation of the example document;

providing the numerical representation of the example document to a first hierarchical level attribute predictor to generate a predicted first hierarchical level category;

determining a predicted second hierarchical level category;

determining a first loss value based on the predicted first hierarchical level category and the first hierarchical level category label associated with the example document;

determining a second loss value based on the predicted second hierarchical level category and the second hierarchical level category label associated with the example document;

determining a combined loss value based on the first loss value and the second loss value; and

adjusting one or more weights of the numerical representation generation model based on the combined loss value; and

determining the numerical representation generation model and the first hierarchical level attribute predictor to be a trained transaction attribute prediction model.

18 . The method of claim 1 , wherein the hierarchical structure is a hierarchical classification structure of a chart of accounts.

19 . The system of claim 16 , wherein the hierarchical structure is a hierarchical classification structure of a chart of accounts.

20 . The computer-readable storage medium of claim 17 , wherein the hierarchical structure is a hierarchical classification structure of a chart of accounts.

Priority Claims (1)
AU 2021903009 · Sep 17, 2021 · national
Continuity (1)
Related Publication 20240296370A1 · Sep 5, 2024
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