system
The system addresses the challenge of complex tax filing by automating tax procedures, maintaining up-to-date legal information, and providing emotional support, ensuring efficient and accurate tax calculations and filings.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- SOFTBANK GROUP CORP
- Filing Date
- 2024-12-10
- Publication Date
- 2026-06-22
AI Technical Summary
Ordinary individuals face difficulties in accurately and efficiently filing income tax returns due to frequent tax reforms and lack of specialized knowledge, leading to potential tax disadvantages and inefficiencies in calculating and filing procedures.
A system that automatically collects and learns tax-related legal information, extracts key decision points, calculates tax amounts, and performs declaration, payment, and refund procedures while ensuring secure information transmission and storage, providing user-friendly interfaces and emotional support.
The system enables efficient, accurate, and secure tax-related procedures by maintaining up-to-date legal knowledge, reducing user burden, and minimizing errors through automated tax calculations and emotional state recognition.
Smart Images

Figure 2026101150000001_ABST
Abstract
Description
Technical Field
[0001] The technology of the present disclosure relates to a system.
Background Art
[0002] Patent Document 1 discloses a method for controlling a persona chatbot, which is performed by at least one processor and includes steps of receiving a user utterance, adding the user utterance to a prompt including an instruction sentence related to an explanation of the chatbot character, encoding the prompt, and inputting the encoded prompt into a language model to generate a chatbot utterance in response to the user utterance.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] In the modern economic environment, it is very difficult for ordinary people to accurately and efficiently file income tax returns while coping with frequent tax reforms. Also, it is difficult for individuals without specialized knowledge to appropriately utilize preferential tax systems. As a result, proper filing may not be done, and there is a possibility of suffering tax disadvantages. Furthermore, the fact that calculating income tax and the filing procedures take a lot of time and effort is causing a decline in the efficiency of the whole society.
Means for Solving the Problems
[0005] This invention provides a system that automatically collects and learns tax-related legal information, extracts key decision points necessary for tax calculation based on financial information entered by the user, notifies the user of these decision points, and automatically calculates the final tax amount after receiving necessary instructions. Furthermore, this system enables accurate and rapid procedures by performing declaration, payment, and refund based on the calculation results, and notifying the user of the results. In addition, by providing means to confirm and optimize the application of preferential tax treatment, and means for secure transmission and storage of information, it realizes efficient tax-related procedures while maintaining security.
[0006] "Legal information" refers to laws, regulations, and other related normative information established by the state or public institutions.
[0007] "Means for learning" refers to the function by which the system autonomously updates its knowledge based on collected legal information and improves its judgment capabilities.
[0008] "Financial information" refers to financial information such as the user's income, expenses, and deductions.
[0009] "Decision points" refer to important factors that users must choose when calculating income tax.
[0010] "Means of notification" refers to a function in the system that provides information to the user and prompts them to take necessary actions.
[0011] "Tax calculation" refers to the process of determining the final tax amount based on collected financial and legal information.
[0012] "Means for filing, paying, and receiving refunds" refers to the function of a system that automatically executes the necessary tax procedures based on the final tax amount. [Brief explanation of the drawing]
[0013] [Figure 1]This is a conceptual diagram showing an example of the configuration of a data processing system according to the first embodiment. [Figure 2] This is a conceptual diagram showing an example of the essential functions of a data processing device and a smart device according to the first embodiment. [Figure 3] This is a conceptual diagram showing an example of the configuration of a data processing system according to the second embodiment. [Figure 4] This is a conceptual diagram showing an example of the main functions of a data processing device and smart glasses according to the second embodiment. [Figure 5] This is a conceptual diagram showing an example of the configuration of a data processing system according to the third embodiment. [Figure 6] This is a conceptual diagram showing an example of the main functions of a data processing device and a headset-type terminal according to the third embodiment. [Figure 7] This is a conceptual diagram showing an example of the configuration of a data processing system according to the fourth embodiment. [Figure 8] This is a conceptual diagram showing an example of the main functions of a data processing device and a robot according to the fourth embodiment. [Figure 9] This shows an emotion map where multiple emotions are mapped. [Figure 10] This shows an emotion map where multiple emotions are mapped. [Figure 11] This is a sequence diagram showing the processing flow of the data processing system in Example 1. [Figure 12] This is a sequence diagram showing the processing flow of the data processing system in Application Example 1. [Figure 13] This is a sequence diagram showing the processing flow of the data processing system in Example 2, which incorporates an emotion engine. [Figure 14] This is a sequence diagram showing the processing flow of the data processing system in Application Example 2, which combines an emotion engine. [Modes for carrying out the invention]
[0014] Hereinafter, an example of an embodiment of the system relating to the technology of this disclosure will be described with reference to the attached drawings.
[0015] First, the terms used in the following description will be explained.
[0016] In the following embodiments, a tagged processor (hereinafter simply referred to as "processor") may be a single arithmetic unit or a combination of multiple arithmetic units. Also, the processor may be a single type of arithmetic unit or a combination of multiple types of arithmetic units. Examples of arithmetic units include a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a GPGPU (General-Purpose computing on Graphics Processing Units), an APU (Accelerated Processing Unit), and the like.
[0017] In the following embodiments, a tagged RAM (Random Access Memory) is a memory in which information is temporarily stored and is used as a work memory by the processor.
[0018] In the following embodiments, a tagged storage is one or more non-volatile storage devices that store various programs and various parameters, etc. Examples of non-volatile storage devices include flash memory (SSD (Solid State Drive)), magnetic disks (e.g., hard disks), or magnetic tapes, etc.
[0019] In the following embodiments, a tagged communication I / F (Interface) is an interface including a communication processor and an antenna, etc. The communication I / F controls communication between multiple computers. Examples of communication standards applied to the communication I / F include wireless communication standards including 5G (5th Generation Mobile Communication System), Wi-Fi (registered trademark), or Bluetooth (registered trademark), etc.
[0020] In the following embodiments, "A and / or B" is synonymous with "at least one of A and B." That is, "A and / or B" means that it may be A alone, or B alone, or a combination of A and B. Furthermore, in this specification, the same concept as "A and / or B" applies when expressing three or more things linked by "and / or."
[0021] [First Embodiment]
[0022] Figure 1 shows an example of the configuration of the data processing system 10 according to the first embodiment.
[0023] As shown in Figure 1, the data processing system 10 includes a data processing device 12 and a smart device 14. An example of the data processing device 12 is a server.
[0024] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0025] The smart device 14 comprises a computer 36, a reception device 38, an output device 40, a camera 42, and a communication interface 44. The computer 36 comprises a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The reception device 38, output device 40, and camera 42 are also connected to the bus 52.
[0026] The reception device 38 is equipped with a touch panel 38A and a microphone 38B, etc., and receives user input. The touch panel 38A receives user input by detecting contact with an object (e.g., a pen or finger). The microphone 38B receives user input by detecting the user's voice. The control unit 46A transmits data indicating the user input received by the touch panel 38A and microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the data indicating the user input.
[0027] The output device 40 includes a display 40A and a speaker 40B, and presents data to the user 20 by outputting the data in a form perceptible to the user 20 (e.g., audio and / or text). The display 40A displays visible information such as text and images according to instructions from the processor 46. The speaker 40B outputs audio according to instructions from the processor 46. The camera 42 is a small digital camera equipped with an optical system such as a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor.
[0028] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various types of information between processor 46 and processor 28 via network 54.
[0029] Figure 2 shows an example of the main functions of the data processing device 12 and the smart device 14.
[0030] As shown in Figure 2, in the data processing device 12, a specific processing is performed by the processor 28. A specific processing program 56 is stored in the storage 32. The specific processing program 56 is an example of a "program" related to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 according to the specific processing program 56 executed on the RAM 30.
[0031] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0032] In the smart device 14, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The reception output program 60 is used in conjunction with a specific processing program 56 by the data processing system 10. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.
[0033] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the smart device 14 as the "terminal".
[0034] This invention is a system that efficiently supports income tax filing and related procedures, and primarily operates through the cooperation of three entities: a server, a terminal, and a user.
[0035] The server plays a central role in collecting and learning legal information. First, the server obtains the latest tax laws and regulations from external public institutions and trusted databases. Using this information, the server updates the AI agent to ensure it always maintains up-to-date knowledge. This AI agent has the ability to quickly reflect information even when laws are frequently amended.
[0036] The terminal functions as an interface for receiving direct input from the user. Through the terminal, the user can input financial information such as income, expenses, and deductions. This information is stored briefly on the terminal, then securely encrypted and transferred to the server.
[0037] The user participates in a specific and individualized tax calculation process through interaction with the system. The server performs data analysis and presents the user with choices that require a decision. The user reviews these choices through their terminal and sends the most appropriate instruction back to the server.
[0038] The server takes the selected criteria into account and performs the final income tax calculation. Based on the calculation results, the server generates the tax return on behalf of the user and submits it to the tax authorities. After filing, the server calculates the amount of tax payable and any refunds and informs the user of the details via the terminal. This allows the user to complete income tax-related procedures quickly and accurately.
[0039] As a concrete example, consider a scenario where a user uses this system during year-end tax adjustments. The user enters their annual income and deductions into the terminal. The server calculates the tax amount based on this information and presents the user with decision points, such as whether to apply the hometown tax deduction. After the user returns their decision to the server, the system automatically completes the declaration and necessary tax procedures and notifies the user of the result.
[0040] Thus, the system of the present invention reduces the burden on users and supports accurate tax procedures.
[0041] The following describes the processing flow.
[0042] Step 1:
[0043] The server automatically retrieves the latest legal information from government agencies and tax-related databases on a regular basis, and uses an AI model to update and learn from it. This ensures that the server maintains a state where it holds the most up-to-date tax law change information.
[0044] Step 2:
[0045] The user begins entering personal financial information, including income, expenses, and deductions, via the terminal. As the user enters the information, the terminal automatically checks the format and provides input assistance.
[0046] Step 3:
[0047] The terminal encrypts the entered financial information to ensure security before transmitting it to the server. The server temporarily stores the received data and prepares it for analysis.
[0048] Step 4:
[0049] The server uses an AI agent to analyze the received financial information and identify key decision points necessary for calculating income tax. For example, one such decision point might be "which dependent deduction to choose."
[0050] Step 5:
[0051] The terminal displays decision points sent from the server to the user in a visual and intuitive manner. The user selects an option from the presented choices and confirms it.
[0052] Step 6:
[0053] The server calculates the final income tax amount based on instructions from the user. During this process, the server checks for applicable tax benefits and automatically takes into account any necessary deductions or reductions.
[0054] Step 7:
[0055] The server automatically generates the necessary tax return documents based on the calculation results. These documents are submitted electronically to the tax authorities. The system also automatically processes tax amounts and refund amounts.
[0056] Step 8:
[0057] The terminal notifies the user of the final processing results and provides detailed information about the declarations and tax payments made. This allows the user to check their tax status and prepare for future declarations.
[0058] (Example 1)
[0059] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server," and the smart device 14 will be referred to as the "terminal."
[0060] Currently, the frequent revisions of legal information pose a challenge for users, requiring advanced expertise and effort to respond appropriately. Furthermore, there is a demand for efficient and secure handling of information and reporting procedures. However, conventional technologies are insufficient, particularly for processing large amounts of data and real-time updates. This results in a significant burden on users and the potential for errors.
[0061] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.
[0062] In this invention, the server includes means for collecting legal information and learning using machine learning algorithms, a device for obtaining information about documents from the user, and means for extracting decision elements necessary for measurement based on the information about the acquired documents. This enables users to take the necessary actions efficiently and accurately, even without specialized knowledge. Furthermore, automating information processing and secure management leads to faster procedures and improved accuracy.
[0063] "Legal information" refers to information about laws and regulations issued by the government or public institutions.
[0064] A "machine learning algorithm" is a mathematical method used to learn patterns from large amounts of data and perform predictions and classifications.
[0065] A "user" is an individual or legal entity that uses this system to input information and receive the processing results.
[0066] "Document-related information" refers to financial data related to income and deductions provided by the user.
[0067] "Device" refers to hardware or software components used for processing, displaying, or communicating information.
[0068] "Decision factors" refer to the specific options and conditions necessary for calculating and filing taxes.
[0069] "Measurement results" refer to data regarding the final tax amount or refund amount calculated based on the collected information.
[0070] "Protective measures" refer to encryption technologies and security protocols used to protect information from unauthorized access and leakage.
[0071] This invention is a system that streamlines and automates the tax filing process. The system consists of the interaction of a server, terminals, and users.
[0072] The server collects legal information and learns the latest knowledge using machine learning algorithms. Specifically, the server regularly retrieves the latest information from public institution databases and updates its generated AI model using Python and TENSORFLOW®. This allows the system to respond quickly even if there are changes in laws and regulations.
[0073] The terminal functions as a device that receives input from the user. Users can use the terminal to input data about their income and deductions. The terminal operates on a web browser and temporarily stores the entered information. To ensure security, the information is transmitted to the server using AES encryption technology.
[0074] This system allows users to easily file their income tax returns. Based on the information entered, the server analyzes the data and presents the user with important decision-making factors regarding tax calculations. The user reviews the options via their terminal, makes what they believe to be the best choice, and sends the instruction back to the server. This decision information is then reflected in the final tax calculation.
[0075] As a concrete example, consider a scenario where a user utilizes this system when making year-end tax adjustments. The user enters income information into a terminal, and the server automatically calculates the tax amount based on the latest laws and regulations, and suggests decision-making factors such as "Do you want to apply the donation deduction?". If the user approves the suggestion, the system automatically performs the necessary filing procedures and notifies the user of the results.
[0076] An example of a prompt message would be, "Please show me the deductible items based on the latest tax laws." By entering this prompt, the system can provide the user with accurate deduction information based on the most up-to-date legal information.
[0077] The flow of the specific processing in Example 1 will be explained using Figure 11.
[0078] Step 1:
[0079] The server retrieves legal information from external public institution databases. This input data includes the latest legal documents obtained through online APIs and official websites. After retrieval, the data undergoes text analysis and is trained using machine learning algorithms. By updating the generating AI model, the server adapts to the latest legal revisions and outputs the necessary data.
[0080] Step 2:
[0081] Users input their income information and deductions through a terminal. This input data includes, for example, annual income, expenses, and deduction amounts. The terminal temporarily stores this information using AES encryption technology and sends it to the server. The data received by the server is stored in a database and used in subsequent processes.
[0082] Step 3:
[0083] The server analyzes the financial information received from the user. The input data is processed as structured data using the Python Pandas library. This analysis extracts the decision-making elements necessary for tax calculation. Based on the analysis results, the server selects decision points, such as "whether to apply a specific deduction," and sends them back to the terminal as output.
[0084] Step 4:
[0085] The user reviews decision points received from the server via their terminal and selects the optimal option. This selection is made, for example, by clicking checkboxes or dropdown menus. The user's selection is sent to the server as input data, and subsequent processes are determined based on this information.
[0086] Step 5:
[0087] The server takes the user's selections into account and calculates the final tax amount. It uses machine learning algorithms and numerical computation libraries for the calculation. After the calculation, the server generates tax return documents as output, completing the electronic filing process.
[0088] Step 6:
[0089] The server notifies the user of the final calculation results. The output data includes details of the tax amount and refund amount. The terminal uses this information to notify the user of the results via screen display and PDF output. This allows the user to complete all income tax-related procedures quickly and accurately.
[0090] (Application Example 1)
[0091] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server," and the smart device 14 will be referred to as the "terminal."
[0092] For tax purposes, it is extremely burdensome for employers to manage complex financial information and accurately calculate taxes themselves. Furthermore, efficiently recording daily expenses and accurately reflecting them in tax returns is difficult. In addition, maximizing tax benefits requires staying up-to-date with the latest legal information, which is inefficient and impractical to do manually.
[0093] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.
[0094] In this invention, the server includes means for collecting and learning tax-related legal information, means for automatically generating financial records using video information acquired by a camera, and means for encrypting and securely transmitting the acquired financial records. This enables users to easily record their daily expenses and perform tax calculations and filing procedures automatically and accurately based on that information.
[0095] "Legal information" refers to information about tax laws and regulations published by government agencies and public organizations.
[0096] "Financial information" refers to financial data necessary for tax filing, such as income, expenses, costs, and deductions for individuals or corporations.
[0097] A "photography device" is a device used to acquire still images or video information, and generally refers to a device that has camera functionality.
[0098] "Visual information" refers to visual data acquired by a recording device, which is primarily recorded as images or videos.
[0099] "Means for automatically generating financial records" refers to technical methods for efficiently collecting financial information and automatically organizing it as digital records.
[0100] "Means for encrypting and securely transmitting data" refers to methods of securely transmitting data over a communication path using encryption technology to protect it from third parties.
[0101] To implement this invention, the server, terminal, and user must work together. The server collects legal information and utilizes AI technology to maintain up-to-date tax-related information at all times. Specifically, the AI model acquires and learns information from reliable databases and public institutions. This AI model uses machine learning libraries and other tools to quickly reflect changes in laws and regulations.
[0102] The terminal is an interface for users to input their income information, expenses, or deductions. For example, a user can use a camera, such as a smartphone camera, to photograph receipts for daily expenses, and the acquired image information is analyzed as text using OCR (Optical Character Recognition) functionality. The data is temporarily stored on the terminal, then encrypted and sent to the server. For this encryption, AES encryption is used, for example.
[0103] Users interact with the system via their terminal, review tax decision points presented by the server, and send back necessary instructions. They also communicate their assessment of whether preferential tax treatment is applicable to the server, thereby optimizing tax calculations.
[0104] By utilizing this data processing flow, users can file accurate tax returns with minimal effort. A specific example is a feature that automatically records daily dining-out expenses, allowing users to review and process them all at once during year-end adjustments.
[0105] When using a generative AI model to optimize a system or analyze processing flows, you can use prompts like the following: "Design a solution to efficiently manage monthly expenses and prepare for year-end tax filing. Use OCR technology for expense recording and AES encryption for data transmission."
[0106] The flow of a specific process in Application Example 1 will be explained using Figure 12.
[0107] Step 1:
[0108] When a user makes a regular purchase, the terminal's camera captures image information of the receipt. This image information becomes the input data. The terminal then uses OCR technology to extract text information from the acquired image information. This process outputs text data such as the amount, date, and expense items from the receipt.
[0109] Step 2:
[0110] The terminal uses the extracted text data to temporarily store it in a database as the user's financial information. At this stage, the input text data is stored in a consistent format and processed to facilitate subsequent processing. The output is formatted financial information.
[0111] Step 3:
[0112] The device encrypts the stored financial information. AES encryption is used here to protect the data from being handled securely. The encrypted data is then securely transmitted to the server, ensuring that the data is protected from unauthorized access by third parties.
[0113] Step 4:
[0114] The server decrypts the received encrypted data and reconstructs it as the original financial information. This restores the data necessary for tax filing and prepares it for processing. The server then uses additional legal information to identify key points for tax calculation.
[0115] Step 5:
[0116] The server notifies the user of decision points. The user checks these decision points via their terminal and provides instructions as needed. Based on the user's instructions, the server performs the final tax calculation. As a result, output data regarding the tax amount and refund amount is generated.
[0117] Step 6:
[0118] The server automatically generates a tax return based on the calculation results and submits it online to the tax authorities if necessary. The user reviews it on their terminal and completes the tax processing based on the notified results. The output includes the submitted tax return and reported tax details.
[0119] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.
[0120] This invention provides an interactive and user-friendly support system for income tax filing and related procedures by incorporating an emotion engine that understands the user's emotions. The system consists of four elements: a server, a terminal, a user, and an emotion engine.
[0121] The server collects tax-related legal information and uses an AI model for learning. This learning ensures the server always maintains the latest tax law changes, enabling accurate tax calculations. This information is then analyzed in combination with the user's financial information entered via the terminal.
[0122] The device not only functions as an interface for users to input personal financial information, but also acquires output from an emotion engine and provides advice and adjusts the interface based on the user's emotional perception. For example, if a user is feeling anxious, the design will accordingly request more detailed explanations or comfort. By analyzing the user's emotional state in real time and providing information accordingly, the device enables more flexible and appropriate support.
[0123] In addition to entering financial information as usual, users receive advice and instructions based on their emotions, which are recognized through an emotion engine. For example, if a user experiences stress during the input process, the terminal recognizes this, and the server enhances input assistance or provides support by translating complex financial terms into easier-to-understand language.
[0124] The emotion engine is implemented as a turnkey solution and recognizes emotions from the user's language, tone of voice, facial expressions, and behavioral patterns. Based on these recognition results, the server provides active support, reducing the burden on the user throughout their tax procedures.
[0125] Thus, the present invention aims to provide a user-friendly interface compared to conventional tax systems, and to offer procedures that provide a sense of security, especially for users with limited tax knowledge.
[0126] The following describes the processing flow.
[0127] Step 1:
[0128] The server automatically collects legal information from government agencies and reliable data sources, and uses AI models to train them. This ensures that the server maintains the latest tax law change information and can always perform highly accurate tax calculations.
[0129] Step 2:
[0130] Users input their financial information via a terminal. This information includes income, expenses, and deductions. The terminal verifies the integrity of the input data and transfers the correctly formatted data to the server.
[0131] Step 3:
[0132] The emotion engine monitors the user's emotional state in real time through the user's camera and microphone. Based on the data obtained, it determines whether the user's emotions fall into the category of anxiety, stress, excitement, etc.
[0133] Step 4:
[0134] The device receives the results of the emotion engine's analysis and dynamically adjusts the user interface. For example, if it determines that the user is experiencing stress, it may simplify the display and show a more detailed help message.
[0135] Step 5:
[0136] The server analyzes the user's financial information and real-time sentiment data to identify key decision points necessary for calculating income tax. This includes selecting the type and amount of deductions. These decision points are then communicated to the user via their device.
[0137] Step 6:
[0138] The user reviews the decision points notified on their device and makes the necessary selections. The selection results are sent to the server via the device.
[0139] Step 7:
[0140] The server calculates the final income tax amount based on the user's selection data. During the calculation process, it automatically optimizes the application of preferential tax treatment and takes into account necessary deductions and exemptions.
[0141] Step 8:
[0142] The terminal receives the tax calculation results from the server and presents them clearly to the user. If the user approves, the server generates the tax return documents and automatically handles the necessary tax payment and refund procedures.
[0143] This process allows users to complete tax procedures efficiently and with consideration for their feelings.
[0144] (Example 2)
[0145] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server," and the smart device 14 will be referred to as the "terminal."
[0146] Traditional tax systems, while capable of quickly reflecting the latest regulations, lacked the ability to address the individual emotional states of users, leading to a high level of user stress. In particular, for users with limited tax knowledge, the system's operation was often complex and psychologically burdensome, hindering efficient procedures.
[0147] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.
[0148] In this invention, the server includes means for collecting and learning tax regulations, means for recognizing the user's emotional state and dynamically adjusting the interface based on that state, and means for providing appropriate instructions and advice based on the user's emotional state. This enables the user to perform tax procedures efficiently and accurately without experiencing stress.
[0149] "Tax regulations and information" refers to a collection of official laws and guidelines related to the tax system, including income tax.
[0150] "Learning" is the process of analyzing information using AI models based on collected rule information and updating the knowledge base.
[0151] "User" refers to an individual or organization that uses the system to perform tax procedures or input information.
[0152] "Economic information" refers to financial data such as income, deductions, and expenses, and is the information that forms the basis of tax processing.
[0153] A "benchmark" is an important indicator or condition in tax calculations, serving as a basis for determining tax application and deduction calculations.
[0154] An "interface" refers to the user interface or interactive environment that allows the user to directly interact with the system.
[0155] "Dynamic adjustment" refers to changing the interface display and functions in real time according to the user's emotions and situation.
[0156] "Instructions and advice" refer to specific guidance and information provided by the system to help users process their tax returns smoothly.
[0157] This invention provides a system that understands the user's emotions and offers more interactive and user-centric support when the user files income tax returns and related procedures. This system is implemented using multiple components, including a server, terminals, users, and an emotion engine.
[0158] The server collects tax regulation information via the internet and learns from it using an AI model. This AI model incorporates natural language processing techniques and machine learning algorithms, ensuring that it always maintains information that reflects the latest regulatory changes. Based on this information, the server analyzes economic information obtained from users and performs accurate tax calculations.
[0159] The device functions as an interface to receive personal financial information entered by the user. Furthermore, it is equipped with a microphone and camera to sense the user's voice and facial expressions, and an emotion engine analyzes their emotional state in real time. Based on this analysis, the device adjusts the interface appropriately and displays supportive messages designed to prevent user stress. For example, if a user enters "I'm having trouble calculating my taxes," the prompt might read, "Please suggest ways to provide a gentle and easy-to-understand explanation of tax laws to a user who is feeling anxious."
[0160] Users can proceed with tax procedures through the system while receiving the support provided in this way. This makes the process more user-friendly than conventional tax systems and provides a sense of security, especially for users with limited tax knowledge.
[0161] The flow of the specific processing in Example 2 will be explained using Figure 13.
[0162] Step 1:
[0163] Users input their personal financial information through a dedicated interface on the terminal. This input includes data such as income, deductions, and expenses. The terminal converts this information into a structured data format and prepares it for transmission to the server. Specifically, the user inputs "this year's income" or "total medical expenses," which are then converted into a data format such as JSON.
[0164] Step 2:
[0165] The server receives economic information transmitted from the terminal. Based on this input data, the server uses an AI model to extract the baseline necessary for tax calculation. Specifically, the server calculates taxable income by subtracting necessary expenses and various deductions from the input income. As output, the baseline for the tax amount and related information are generated.
[0166] Step 3:
[0167] The server collects the latest tax regulations information via the internet and integrates this information through learning by an AI model. This ensures the server maintains the most appropriate and up-to-date tax calculation logic. This process involves registering new legal updates in the database and updating parts of the calculation algorithm.
[0168] Step 4:
[0169] The device uses its camera and microphone to collect user emotional data while the user inputs economic information. An emotion engine analyzes this data to identify the user's emotional state. Specifically, a facial recognition algorithm analyzes the user's facial features, and a voice analysis algorithm evaluates the tone of voice. The output is the recognized emotional state.
[0170] Step 5:
[0171] The device dynamically adjusts its interface based on feedback from the emotion engine. For example, if the device determines that the user is feeling anxious, it will display the screen in more user-friendly colors and provide additional support messages. This behavior includes adding prompts such as "What does this term mean?" to aid user understanding.
[0172] Step 6:
[0173] The user reviews the calculation results and instructions provided by the terminal and enters additional instructions as needed. The server responds to this interactive support and adjusts the final tax processing. Specifically, if the user instructs, "I want to confirm whether this deduction applies," the server updates the calculations based on that decision and sends the results to the terminal.
[0174] (Application Example 2)
[0175] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as a "server" and the smart device 14 as a "terminal".
[0176] Traditional tax procedure systems often fail to take into account the emotional state of users, leading to frequent stressful situations, especially for users with limited tax knowledge. Similarly, in e-commerce, users may feel confused or anxious amidst a flood of information. Therefore, there was a need for a system that could appropriately understand users' emotions during procedures and transactions and provide corresponding support.
[0177] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.
[0178] In this invention, the server includes means for collecting and learning tax-related legal information, means for obtaining financial information from the user, means for extracting decision points necessary for tax calculation based on the obtained financial information, and means for determining the user's emotional state using emotion recognition technology and adjusting the information provision method based on that determination. This makes it possible to provide flexible support tailored to the user's emotional state and to make tax procedures and e-commerce more user-friendly.
[0179] "Tax-related legal information" refers to information on laws and regulations necessary for calculating and filing taxes.
[0180] "User" refers to an individual or legal entity that uses the system to perform tax procedures or conduct e-commerce.
[0181] "Financial information" refers to economic data related to income, expenses, assets, and liabilities, including data necessary for tax calculations.
[0182] "Judgment points" refer to the criteria and conditions that are important in tax calculations, and provide the information necessary for users to make appropriate decisions.
[0183] "Emotion recognition technology" refers to technology that analyzes a user's emotional state from their voice, facial expressions, gestures, etc.
[0184] "E-commerce" refers to commercial activities that involve selling and purchasing goods and services via the internet.
[0185] "Means for adjusting the method of information provision" refers to a function that allows for flexible modification of the way information is presented and its content based on the user's emotional state.
[0186] "User-friendly" refers to a system that is designed to be easy for users to operate and understand.
[0187] This system aims to understand the user's emotional state in real time when they are performing tax procedures or conducting e-commerce transactions, and to adjust the way information is provided as needed. The system mainly consists of three elements: server, terminal, and user.
[0188] The server collects tax-related legal information from the internet and learns from it using an AI model. This allows the server to maintain up-to-date legal information and perform accurate tax calculations based on the user's financial information. The server also utilizes emotion recognition technology to analyze the user's voice and facial expression data sent from the terminal to determine their emotional state. The server uses advanced technologies such as Google® Speech-to-Text and Microsoft® Azure® Emotion API.
[0189] The terminal acquires financial and transaction information entered by the user and sends it to the server. The terminal also captures the user's voice and video from the camera in real time and sends that data to the server. In this case, the voice is used to infer emotions, and the camera is used to analyze facial expressions.
[0190] Through this system, users input information necessary for tax procedures and e-commerce, and then review the resulting tax amounts and transaction proposals. If a user is experiencing stress or anxiety, the terminal provides support through suggestions tailored to the user's emotional state, and the server offers easy-to-understand terminology and advice.
[0191] For example, when a user is purchasing a new electronic product and feels unsure about making a purchase decision, emotion recognition technology can detect this, and the server can generate and provide support messages such as, "Would you like to see the top reviews for this product?" or "You can use a discount coupon for up to 10% off."
[0192] An example of a prompt to a generative AI model is: "A user is trying to buy a 50-inch TV, but is showing signs of anxiety in their facial expression and tone of voice. How would you support them?"
[0193] The flow of a specific process in Application Example 2 will be explained using Figure 14.
[0194] Step 1:
[0195] The terminal acquires financial and transaction information from the user through its interface. This information is obtained via voice or text input, and the data collected by the terminal is prepared for direct transmission to the server. The input data includes the user's income and purchased items.
[0196] Step 2:
[0197] The device captures the user's voice and video in real time. Voice is collected via a microphone, and video is captured by a camera. This data undergoes initial processing such as noise reduction and image quality correction, and is then converted into a data format necessary for analyzing the user's emotional state.
[0198] Step 3:
[0199] The device converts the audio data acquired in the previous step into text using Google Speech-to-Text. The text data represents the user's utterances and serves as input for analysis by emotion recognition technology.
[0200] Step 4:
[0201] The device uses the Microsoft Azure Emotion API to analyze the user's facial expressions from video data and identify their emotional state. In this step, changes in facial expressions are analyzed, and emotion tags (e.g., joy, fear, anxiety) are generated as output.
[0202] Step 5:
[0203] The server analyzes the user's financial and emotional data transmitted from the terminal. Financial information is cross-referenced with the latest tax laws to ensure accurate tax calculations. Based on emotional data, an AI model is used to design suggestions to alleviate the user's anxiety and stress.
[0204] Step 6:
[0205] The server converts the generated suggestions and information into a user-friendly format and creates a prompt message. This prompt message includes questions and advice for the user, which helps to adjust how the information is delivered.
[0206] Step 7:
[0207] The server sends the generated prompt message and the tax calculation result to the terminal. The terminal notifies the user of these results and provides visual or audible feedback. The prompt message enables interaction tailored to the user's emotional state.
[0208] The specific processing unit 290 transmits the result of the specific processing to the smart device 14. In the smart device 14, the control unit 46A causes the output device 40 to output the result of the specific processing. The microphone 38B acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[0209] Data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of data generation model 58 is ChatGPT (registered trademark) (Internet search).<URL: https: / / openai.com / blog / chatgpt> ), Gemini (registered trademark) (Internet search)<url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0210] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the smart device 14.
[0211] [Second Embodiment]
[0212] Figure 3 shows an example of the configuration of the data processing system 210 according to the second embodiment.
[0213] As shown in Figure 3, the data processing system 210 includes a data processing device 12 and smart glasses 214. An example of the data processing device 12 is a server.
[0214] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0215] The smart glasses 214 include a computer 36, a microphone 238, a speaker 240, a camera 42, and a communication interface 44. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, and camera 42 are also connected to the bus 52.
[0216] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.
[0217] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).
[0218] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.
[0219] Figure 4 shows an example of the main functions of the data processing device 12 and the smart glasses 214. As shown in Figure 4, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.
[0220] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0221] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0222] In the smart glasses 214, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.
[0223] Next, the identification processing performed by the identification processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal".
[0224] This invention is a system that efficiently supports income tax filing and related procedures, and primarily operates through the cooperation of three entities: a server, a terminal, and a user.
[0225] The server plays a central role in collecting and learning legal information. First, the server obtains the latest tax laws and regulations from external public institutions and trusted databases. Using this information, the server updates the AI agent to ensure it always maintains up-to-date knowledge. This AI agent has the ability to quickly reflect information even when laws are frequently amended.
[0226] The terminal functions as an interface for receiving direct input from the user. Through the terminal, the user can input financial information such as income, expenses, and deductions. This information is stored briefly on the terminal, then securely encrypted and transferred to the server.
[0227] The user participates in a specific and individualized tax calculation process through interaction with the system. The server performs data analysis and presents the user with choices that require a decision. The user reviews these choices through their terminal and sends the most appropriate instruction back to the server.
[0228] The server takes the selected criteria into account and performs the final income tax calculation. Based on the calculation results, the server generates the tax return on behalf of the user and submits it to the tax authorities. After filing, the server calculates the amount of tax payable and any refunds and informs the user of the details via the terminal. This allows the user to complete income tax-related procedures quickly and accurately.
[0229] As a concrete example, consider a scenario where a user uses this system during year-end tax adjustments. The user enters their annual income and deductions into the terminal. The server calculates the tax amount based on this information and presents the user with decision points, such as whether to apply the hometown tax deduction. After the user returns their decision to the server, the system automatically completes the declaration and necessary tax procedures and notifies the user of the result.
[0230] Thus, the system of the present invention reduces the burden on users and supports accurate tax procedures.
[0231] The following describes the processing flow.
[0232] Step 1:
[0233] The server automatically retrieves the latest legal information from government agencies and tax-related databases on a regular basis, and uses an AI model to update and learn from it. This ensures that the server maintains a state where it holds the most up-to-date tax law change information.
[0234] Step 2:
[0235] The user begins entering personal financial information, including income, expenses, and deductions, via the terminal. As the user enters the information, the terminal automatically checks the format and provides input assistance.
[0236] Step 3:
[0237] The terminal encrypts the entered financial information to ensure security before transmitting it to the server. The server temporarily stores the received data and prepares it for analysis.
[0238] Step 4:
[0239] The server uses an AI agent to analyze the received financial information and identify key decision points necessary for calculating income tax. For example, one such decision point might be "which dependent deduction to choose."
[0240] Step 5:
[0241] The terminal displays decision points sent from the server to the user in a visual and intuitive manner. The user selects an option from the presented choices and confirms it.
[0242] Step 6:
[0243] The server calculates the final income tax amount based on instructions from the user. During this process, the server checks for applicable tax benefits and automatically takes into account any necessary deductions or reductions.
[0244] Step 7:
[0245] The server automatically generates the necessary tax return documents based on the calculation results. These documents are submitted electronically to the tax authorities. The system also automatically processes tax amounts and refund amounts.
[0246] Step 8:
[0247] The terminal notifies the user of the final processing results and provides detailed information about the declarations and tax payments made. This allows the user to check their tax status and prepare for future declarations.
[0248] (Example 1)
[0249] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server," and the smart glasses 214 will be referred to as the "terminal."
[0250] Currently, the frequent revisions of legal information pose a challenge for users, requiring advanced expertise and effort to respond appropriately. Furthermore, there is a demand for efficient and secure handling of information and reporting procedures. However, conventional technologies are insufficient, particularly for processing large amounts of data and real-time updates. This results in a significant burden on users and the potential for errors.
[0251] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.
[0252] In this invention, the server includes means for collecting legal information and learning using machine learning algorithms, a device for obtaining information about documents from the user, and means for extracting decision elements necessary for measurement based on the information about the acquired documents. This enables users to take the necessary actions efficiently and accurately, even without specialized knowledge. Furthermore, automating information processing and secure management leads to faster procedures and improved accuracy.
[0253] "Legal information" refers to information about laws and regulations issued by the government or public institutions.
[0254] A "machine learning algorithm" is a mathematical method used to learn patterns from large amounts of data and perform predictions and classifications.
[0255] A "user" is an individual or legal entity that uses this system to input information and receive the processing results.
[0256] "Document-related information" refers to financial data related to income and deductions provided by the user.
[0257] "Device" refers to hardware or software components used for processing, displaying, or communicating information.
[0258] "Decision factors" refer to the specific options and conditions necessary for calculating and filing taxes.
[0259] "Measurement results" refer to data regarding the final tax amount or refund amount calculated based on the collected information.
[0260] "Protective measures" refer to encryption technologies and security protocols used to protect information from unauthorized access and leakage.
[0261] This invention is a system that streamlines and automates the tax filing process. The system consists of the interaction of a server, terminals, and users.
[0262] The server collects legal information and learns the latest knowledge using machine learning algorithms. Specifically, the server regularly retrieves the latest information from public institution databases and updates the generated AI model using Python and TensorFlow. This allows the system to respond quickly even if there are changes in laws and regulations.
[0263] The terminal functions as a device that receives input from the user. Users can use the terminal to input data about their income and deductions. The terminal operates on a web browser and temporarily stores the entered information. To ensure security, the information is transmitted to the server using AES encryption technology.
[0264] This system allows users to easily file their income tax returns. Based on the information entered, the server analyzes the data and presents the user with important decision-making factors regarding tax calculations. The user reviews the options via their terminal, makes what they believe to be the best choice, and sends the instruction back to the server. This decision information is then reflected in the final tax calculation.
[0265] As a concrete example, consider a scenario where a user utilizes this system when making year-end tax adjustments. The user enters income information into a terminal, and the server automatically calculates the tax amount based on the latest laws and regulations, and suggests decision-making factors such as "Do you want to apply the donation deduction?". If the user approves the suggestion, the system automatically performs the necessary filing procedures and notifies the user of the results.
[0266] An example of a prompt message would be, "Please show me the deductible items based on the latest tax laws." By entering this prompt, the system can provide the user with accurate deduction information based on the most up-to-date legal information.
[0267] The flow of the specific processing in Example 1 will be explained using Figure 11.
[0268] Step 1:
[0269] The server retrieves legal information from external public institution databases. This input data includes the latest legal documents obtained through online APIs and official websites. After retrieval, the data undergoes text analysis and is trained using machine learning algorithms. By updating the generating AI model, the server adapts to the latest legal revisions and outputs the necessary data.
[0270] Step 2:
[0271] Users input their income information and deductions through a terminal. This input data includes, for example, annual income, expenses, and deduction amounts. The terminal temporarily stores this information using AES encryption technology and sends it to the server. The data received by the server is stored in a database and used in subsequent processes.
[0272] Step 3:
[0273] The server analyzes the financial information received from the user. The input data is processed as structured data using the Python Pandas library. This analysis extracts the decision-making elements necessary for tax calculation. Based on the analysis results, the server selects decision points, such as "whether to apply a specific deduction," and sends them back to the terminal as output.
[0274] Step 4:
[0275] The user reviews decision points received from the server via their terminal and selects the optimal option. This selection is made, for example, by clicking checkboxes or dropdown menus. The user's selection is sent to the server as input data, and subsequent processes are determined based on this information.
[0276] Step 5:
[0277] The server takes the user's selections into account and calculates the final tax amount. It uses machine learning algorithms and numerical computation libraries for the calculation. After the calculation, the server generates tax return documents as output, completing the electronic filing process.
[0278] Step 6:
[0279] The server notifies the user of the final calculation result. The data to be output is the details of the tax amount and the refund amount. The terminal uses this information to notify the user of the result through screen display and PDF output, etc. This enables the user to quickly and accurately complete all procedures related to income tax.
[0280] (Application Example 1)
[0281] Next, Application Example 1 will be described. In the following description, the data processing device 12 is referred to as the "server", and the smart glasses 214 are referred to as the "terminal".
[0282] In tax declaration, it is very burdensome for the user himself / herself to manage complicated financial information and perform accurate tax calculations. Also, it is difficult to efficiently record daily expenses and accurately reflect them in tax declarations. Furthermore, in order to maximize the use of preferential tax measures, it is necessary to always grasp the latest information on laws and regulations, and it is inefficient and unrealistic to do this manually.
[0283] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.
[0284] In this invention, the server includes means for collecting and learning tax-related legal information, means for automatically generating financial records using video information acquired by a photographing device, and means for encrypting and securely transmitting the acquired financial records. This enables the convenience that the user can easily record daily expenses and perform tax calculations and declaration procedures automatically and accurately based on them.
[0285] "Legal information" refers to information on laws and regulations related to taxes published by government agencies or public organizations.
[0286] "Financial information" refers to financial-related data necessary for tax declaration, such as the income, expenditure, expenses, and deductions of individuals or corporations.
[0287] A "photography device" is a device used to acquire still images or video information, and generally refers to a device that has camera functionality.
[0288] "Visual information" refers to visual data acquired by a recording device, which is primarily recorded as images or videos.
[0289] "Means for automatically generating financial records" refers to technical methods for efficiently collecting financial information and automatically organizing it as digital records.
[0290] "Means for encrypting and securely transmitting data" refers to methods of securely transmitting data over a communication path using encryption technology to protect it from third parties.
[0291] To implement this invention, the server, terminal, and user must work together. The server collects legal information and utilizes AI technology to maintain up-to-date tax-related information at all times. Specifically, the AI model acquires and learns information from reliable databases and public institutions. This AI model uses machine learning libraries and other tools to quickly reflect changes in laws and regulations.
[0292] The terminal is an interface for users to input their income information, expenses, or deductions. For example, a user can use a camera, such as a smartphone camera, to photograph receipts for daily expenses, and the acquired image information is analyzed as text using OCR (Optical Character Recognition) functionality. The data is temporarily stored on the terminal, then encrypted and sent to the server. For this encryption, AES encryption is used, for example.
[0293] Users interact with the system via their terminal, review tax decision points presented by the server, and send back necessary instructions. They also communicate their assessment of whether preferential tax treatment is applicable to the server, thereby optimizing tax calculations.
[0294] By utilizing this data processing flow, users can file accurate tax returns with minimal effort. A specific example is a feature that automatically records daily dining-out expenses, allowing users to review and process them all at once during year-end adjustments.
[0295] When using a generative AI model to optimize a system or analyze processing flows, you can use prompts like the following: "Design a solution to efficiently manage monthly expenses and prepare for year-end tax filing. Use OCR technology for expense recording and AES encryption for data transmission."
[0296] The flow of a specific process in Application Example 1 will be explained using Figure 12.
[0297] Step 1:
[0298] When a user makes a regular purchase, the terminal's camera captures image information of the receipt. This image information becomes the input data. The terminal then uses OCR technology to extract text information from the acquired image information. This process outputs text data such as the amount, date, and expense items from the receipt.
[0299] Step 2:
[0300] The terminal uses the extracted text data to temporarily store it in a database as the user's financial information. At this stage, the input text data is stored in a consistent format and processed to facilitate subsequent processing. The output is formatted financial information.
[0301] Step 3:
[0302] The device encrypts the stored financial information. AES encryption is used here to protect the data from being handled securely. The encrypted data is then securely transmitted to the server, ensuring that the data is protected from unauthorized access by third parties.
[0303] Step 4:
[0304] The server decrypts the received encrypted data and reconstructs it as the original financial information. As a result, the data necessary for tax declaration is restored and ready for processing. The server further uses additional legal information to identify decision points regarding tax calculation.
[0305] Step 5:
[0306] The server notifies the user of the decision points. The user checks these decision points via the terminal and returns instructions as necessary. The server that has received the user's instructions performs the final tax calculation. As a result, output data regarding the tax amount and refund amount is generated.
[0307] Step 6:
[0308] Based on the generated calculation results, the server automatically generates a tax return form and submits it online to the tax authority as necessary. The user checks it on the terminal and completes the tax process based on the notified results. As output, a submitted return form and reported tax payment details are obtained.
[0309] Furthermore, an emotion engine for estimating the user's emotion may be combined. That is, the specific processing unit 290 may estimate the user's emotion using the emotion recognition model 59 and perform specific processing using the user's emotion.
[0310] The present invention is a system that provides interactive and user-friendly support by incorporating an emotion engine that grasps the user's emotion when performing income tax declaration and related procedures. This system is composed of four elements: a server, a terminal, a user, and an emotion engine.
[0311] The server collects tax-related legal information and uses an AI model for learning. This learning ensures the server always maintains the latest tax law changes, enabling accurate tax calculations. This information is then analyzed in combination with the user's financial information entered via the terminal.
[0312] The device not only functions as an interface for users to input personal financial information, but also acquires output from an emotion engine and provides advice and adjusts the interface based on the user's emotional perception. For example, if a user is feeling anxious, the design will accordingly request more detailed explanations or comfort. By analyzing the user's emotional state in real time and providing information accordingly, the device enables more flexible and appropriate support.
[0313] In addition to entering financial information as usual, users receive advice and instructions based on their emotions, which are recognized through an emotion engine. For example, if a user experiences stress during the input process, the terminal recognizes this, and the server enhances input assistance or provides support by translating complex financial terms into easier-to-understand language.
[0314] The emotion engine is implemented as a turnkey solution and recognizes emotions from the user's language, tone of voice, facial expressions, and behavioral patterns. Based on these recognition results, the server provides active support, reducing the burden on the user throughout their tax procedures.
[0315] Thus, the present invention aims to provide a user-friendly interface compared to conventional tax systems, and to offer procedures that provide a sense of security, especially for users with limited tax knowledge.
[0316] The following describes the processing flow.
[0317] Step 1:
[0318] The server automatically collects legal information from government agencies and reliable data sources, and uses AI models to train them. This ensures that the server maintains the latest tax law change information and can always perform highly accurate tax calculations.
[0319] Step 2:
[0320] Users input their financial information via a terminal. This information includes income, expenses, and deductions. The terminal verifies the integrity of the input data and transfers the correctly formatted data to the server.
[0321] Step 3:
[0322] The emotion engine monitors the user's emotional state in real time through the user's camera and microphone. Based on the data obtained, it determines whether the user's emotions fall into the category of anxiety, stress, excitement, etc.
[0323] Step 4:
[0324] The device receives the results of the emotion engine's analysis and dynamically adjusts the user interface. For example, if it determines that the user is experiencing stress, it may simplify the display and show a more detailed help message.
[0325] Step 5:
[0326] The server analyzes the user's financial information and real-time sentiment data to identify key decision points necessary for calculating income tax. This includes selecting the type and amount of deductions. These decision points are then communicated to the user via their device.
[0327] Step 6:
[0328] The user reviews the decision points notified on their device and makes the necessary selections. The selection results are sent to the server via the device.
[0329] Step 7:
[0330] The server calculates the final income tax amount based on the user's selection data. During the calculation process, it automatically optimizes the application of preferential tax treatment and takes into account necessary deductions and exemptions.
[0331] Step 8:
[0332] The terminal receives the tax calculation results from the server and presents them clearly to the user. If the user approves, the server generates the tax return documents and automatically handles the necessary tax payment and refund procedures.
[0333] This process allows users to complete tax procedures efficiently and with consideration for their feelings.
[0334] (Example 2)
[0335] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal".
[0336] Traditional tax systems, while capable of quickly reflecting the latest regulations, lacked the ability to address the individual emotional states of users, leading to a high level of user stress. In particular, for users with limited tax knowledge, the system's operation was often complex and psychologically burdensome, hindering efficient procedures.
[0337] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.
[0338] In this invention, the server includes means for collecting and learning tax regulations, means for recognizing the user's emotional state and dynamically adjusting the interface based on that state, and means for providing appropriate instructions and advice based on the user's emotional state. This enables the user to perform tax procedures efficiently and accurately without experiencing stress.
[0339] "Tax regulations and information" refers to a collection of official laws and guidelines related to the tax system, including income tax.
[0340] "Learning" is the process of analyzing information using AI models based on collected rule information and updating the knowledge base.
[0341] "User" refers to an individual or organization that uses the system to perform tax procedures or input information.
[0342] "Economic information" refers to financial data such as income, deductions, and expenses, and is the information that forms the basis of tax processing.
[0343] A "benchmark" is an important indicator or condition in tax calculations, serving as a basis for determining tax application and deduction calculations.
[0344] An "interface" refers to the user interface or interactive environment that allows the user to directly interact with the system.
[0345] "Dynamic adjustment" refers to changing the interface display and functions in real time according to the user's emotions and situation.
[0346] "Instructions and advice" refer to specific guidance and information provided by the system to help users process their tax returns smoothly.
[0347] This invention provides a system that understands the user's emotions and offers more interactive and user-centric support when the user files income tax returns and related procedures. This system is implemented using multiple components, including a server, terminals, users, and an emotion engine.
[0348] The server collects tax regulation information via the internet and learns from it using an AI model. This AI model incorporates natural language processing techniques and machine learning algorithms, ensuring that it always maintains information that reflects the latest regulatory changes. Based on this information, the server analyzes economic information obtained from users and performs accurate tax calculations.
[0349] The device functions as an interface to receive personal financial information entered by the user. Furthermore, it is equipped with a microphone and camera to sense the user's voice and facial expressions, and an emotion engine analyzes their emotional state in real time. Based on this analysis, the device adjusts the interface appropriately and displays supportive messages designed to prevent user stress. For example, if a user enters "I'm having trouble calculating my taxes," the prompt might read, "Please suggest ways to provide a gentle and easy-to-understand explanation of tax laws to a user who is feeling anxious."
[0350] Users can proceed with tax procedures through the system while receiving the support provided in this way. This makes the process more user-friendly than conventional tax systems and provides a sense of security, especially for users with limited tax knowledge.
[0351] The flow of the specific processing in Example 2 will be explained using Figure 13.
[0352] Step 1:
[0353] Users input their personal financial information through a dedicated interface on the terminal. This input includes data such as income, deductions, and expenses. The terminal converts this information into a structured data format and prepares it for transmission to the server. Specifically, the user inputs "this year's income" or "total medical expenses," which are then converted into a data format such as JSON.
[0354] Step 2:
[0355] The server receives economic information transmitted from the terminal. Based on this input data, the server uses an AI model to extract the baseline necessary for tax calculation. Specifically, the server calculates taxable income by subtracting necessary expenses and various deductions from the input income. As output, the baseline for the tax amount and related information are generated.
[0356] Step 3:
[0357] The server collects the latest tax regulations information via the internet and integrates this information through learning by an AI model. This ensures the server maintains the most appropriate and up-to-date tax calculation logic. This process involves registering new legal updates in the database and updating parts of the calculation algorithm.
[0358] Step 4:
[0359] The device uses its camera and microphone to collect user emotional data while the user inputs economic information. An emotion engine analyzes this data to identify the user's emotional state. Specifically, a facial recognition algorithm analyzes the user's facial features, and a voice analysis algorithm evaluates the tone of voice. The output is the recognized emotional state.
[0360] Step 5:
[0361] The device dynamically adjusts its interface based on feedback from the emotion engine. For example, if the device determines that the user is feeling anxious, it will display the screen in more user-friendly colors and provide additional support messages. This behavior includes adding prompts such as "What does this term mean?" to aid user understanding.
[0362] Step 6:
[0363] The user reviews the calculation results and instructions provided by the terminal and enters additional instructions as needed. The server responds to this interactive support and adjusts the final tax processing. Specifically, if the user instructs, "I want to confirm whether this deduction applies," the server updates the calculations based on that decision and sends the results to the terminal.
[0364] (Application Example 2)
[0365] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server," and the smart glasses 214 will be referred to as the "terminal."
[0366] Traditional tax procedure systems often fail to take into account the emotional state of users, leading to frequent stressful situations, especially for users with limited tax knowledge. Similarly, in e-commerce, users may feel confused or anxious amidst a flood of information. Therefore, there was a need for a system that could appropriately understand users' emotions during procedures and transactions and provide corresponding support.
[0367] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.
[0368] In this invention, the server includes means for collecting and learning tax-related legal information, means for obtaining financial information from the user, means for extracting decision points necessary for tax calculation based on the obtained financial information, and means for determining the user's emotional state using emotion recognition technology and adjusting the information provision method based on that determination. This makes it possible to provide flexible support tailored to the user's emotional state and to make tax procedures and e-commerce more user-friendly.
[0369] "Tax-related legal information" refers to information on laws and regulations necessary for calculating and filing taxes.
[0370] "User" refers to an individual or legal entity that uses the system to perform tax procedures or conduct e-commerce.
[0371] "Financial information" refers to economic data related to income, expenses, assets, and liabilities, including data necessary for tax calculations.
[0372] "Judgment points" refer to the criteria and conditions that are important in tax calculations, and provide the information necessary for users to make appropriate decisions.
[0373] "Emotion recognition technology" refers to technology that analyzes a user's emotional state from their voice, facial expressions, gestures, etc.
[0374] "E-commerce" refers to commercial activities that involve selling and purchasing goods and services via the internet.
[0375] "Means for adjusting the method of information provision" refers to a function that allows for flexible modification of the way information is presented and its content based on the user's emotional state.
[0376] "User-friendly" refers to a system that is designed to be easy for users to operate and understand.
[0377] This system aims to understand the user's emotional state in real time when they are performing tax procedures or conducting e-commerce transactions, and to adjust the way information is provided as needed. The system mainly consists of three elements: server, terminal, and user.
[0378] The server collects tax-related legal information from the internet and learns from it using an AI model. This allows the server to maintain up-to-date legal information and perform accurate tax calculations based on the user's financial information. The server also utilizes emotion recognition technology to analyze the user's voice and facial expression data sent from the terminal to determine their emotional state. The server uses advanced technologies such as Google Speech-to-Text and Microsoft Azure Emotion API.
[0379] The terminal acquires financial and transaction information entered by the user and sends it to the server. The terminal also captures the user's voice and video from the camera in real time and sends that data to the server. In this case, the voice is used to infer emotions, and the camera is used to analyze facial expressions.
[0380] Through this system, users input information necessary for tax procedures and e-commerce, and then review the resulting tax amounts and transaction proposals. If a user is experiencing stress or anxiety, the terminal provides support through suggestions tailored to the user's emotional state, and the server offers easy-to-understand terminology and advice.
[0381] For example, when a user is purchasing a new electronic product and feels unsure about making a purchase decision, emotion recognition technology can detect this, and the server can generate and provide support messages such as, "Would you like to see the top reviews for this product?" or "You can use a discount coupon for up to 10% off."
[0382] An example of a prompt to a generative AI model is: "A user is trying to buy a 50-inch TV, but is showing signs of anxiety in their facial expression and tone of voice. How would you support them?"
[0383] The flow of a specific process in Application Example 2 will be explained using Figure 14.
[0384] Step 1:
[0385] The terminal acquires financial and transaction information from the user through its interface. This information is obtained via voice or text input, and the data collected by the terminal is prepared for direct transmission to the server. The input data includes the user's income and purchased items.
[0386] Step 2:
[0387] The device captures the user's voice and video in real time. Voice is collected via a microphone, and video is captured by a camera. This data undergoes initial processing such as noise reduction and image quality correction, and is then converted into a data format necessary for analyzing the user's emotional state.
[0388] Step 3:
[0389] The device converts the audio data acquired in the previous step into text using Google Speech-to-Text. The text data represents the user's utterances and serves as input for analysis by emotion recognition technology.
[0390] Step 4:
[0391] The device uses the Microsoft Azure Emotion API to analyze the user's facial expressions from video data and identify their emotional state. In this step, changes in facial expressions are analyzed, and emotion tags (e.g., joy, fear, anxiety) are generated as output.
[0392] Step 5:
[0393] The server analyzes the user's financial and emotional data transmitted from the terminal. Financial information is cross-referenced with the latest tax laws to ensure accurate tax calculations. Based on emotional data, an AI model is used to design suggestions to alleviate the user's anxiety and stress.
[0394] Step 6:
[0395] The server converts the generated suggestions and information into a user-friendly format and creates a prompt message. This prompt message includes questions and advice for the user, which helps to adjust how the information is delivered.
[0396] Step 7:
[0397] The server sends the generated prompt message and the tax calculation result to the terminal. The terminal notifies the user of these results and provides visual or audible feedback. The prompt message enables interaction tailored to the user's emotional state.
[0398] The specific processing unit 290 transmits the result of the specific processing to the smart glasses 214. In the smart glasses 214, the control unit 46A causes the speaker 240 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.
[0399] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0400] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the smart glasses 214.
[0401] [Third Embodiment]
[0402] Figure 5 shows an example of the configuration of the data processing system 310 according to the third embodiment.
[0403] As shown in Figure 5, the data processing system 310 includes a data processing device 12 and a headset terminal 314. An example of the data processing device 12 is a server.
[0404] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0405] The headset terminal 314 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication interface 44, and a display 343. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, camera 42, and display 343 are also connected to the bus 52.
[0406] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.
[0407] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).
[0408] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.
[0409] Figure 6 shows an example of the main functions of the data processing device 12 and the headset terminal 314. As shown in Figure 6, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.
[0410] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0411] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0412] In the headset terminal 314, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.
[0413] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the headset terminal 314 will be referred to as the "terminal".
[0414] This invention is a system that efficiently supports income tax filing and related procedures, and primarily operates through the cooperation of three entities: a server, a terminal, and a user.
[0415] The server plays a central role in collecting and learning legal information. First, the server obtains the latest tax laws and regulations from external public institutions and trusted databases. Using this information, the server updates the AI agent to ensure it always maintains up-to-date knowledge. This AI agent has the ability to quickly reflect information even when laws are frequently amended.
[0416] The terminal functions as an interface for receiving direct input from the user. Through the terminal, the user can input financial information such as income, expenses, and deductions. This information is stored briefly on the terminal, then securely encrypted and transferred to the server.
[0417] The user participates in a specific and individualized tax calculation process through interaction with the system. The server performs data analysis and presents the user with choices that require a decision. The user reviews these choices through their terminal and sends the most appropriate instruction back to the server.
[0418] The server takes the selected criteria into account and performs the final income tax calculation. Based on the calculation results, the server generates the tax return on behalf of the user and submits it to the tax authorities. After filing, the server calculates the amount of tax payable and any refunds and informs the user of the details via the terminal. This allows the user to complete income tax-related procedures quickly and accurately.
[0419] As a concrete example, consider a scenario where a user uses this system during year-end tax adjustments. The user enters their annual income and deductions into the terminal. The server calculates the tax amount based on this information and presents the user with decision points, such as whether to apply the hometown tax deduction. After the user returns their decision to the server, the system automatically completes the declaration and necessary tax procedures and notifies the user of the result.
[0420] Thus, the system of the present invention reduces the burden on users and supports accurate tax procedures.
[0421] The following describes the processing flow.
[0422] Step 1:
[0423] The server automatically retrieves the latest legal information from government agencies and tax-related databases on a regular basis, and uses an AI model to update and learn from it. This ensures that the server maintains a state where it holds the most up-to-date tax law change information.
[0424] Step 2:
[0425] The user begins entering personal financial information, including income, expenses, and deductions, via the terminal. As the user enters the information, the terminal automatically checks the format and provides input assistance.
[0426] Step 3:
[0427] The terminal encrypts the entered financial information to ensure security before transmitting it to the server. The server temporarily stores the received data and prepares it for analysis.
[0428] Step 4:
[0429] The server uses an AI agent to analyze the received financial information and identify key decision points necessary for calculating income tax. For example, one such decision point might be "which dependent deduction to choose."
[0430] Step 5:
[0431] The terminal displays decision points sent from the server to the user in a visual and intuitive manner. The user selects an option from the presented choices and confirms it.
[0432] Step 6:
[0433] The server calculates the final income tax amount based on instructions from the user. During this process, the server checks for applicable tax benefits and automatically takes into account any necessary deductions or reductions.
[0434] Step 7:
[0435] The server automatically generates the necessary tax return documents based on the calculation results. These documents are submitted electronically to the tax authorities. The system also automatically processes tax amounts and refund amounts.
[0436] Step 8:
[0437] The terminal notifies the user of the final processing results and provides detailed information about the declarations and tax payments made. This allows the user to check their tax status and prepare for future declarations.
[0438] (Example 1)
[0439] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."
[0440] Currently, the frequent revisions of legal information pose a challenge for users, requiring advanced expertise and effort to respond appropriately. Furthermore, there is a demand for efficient and secure handling of information and reporting procedures. However, conventional technologies are insufficient, particularly for processing large amounts of data and real-time updates. This results in a significant burden on users and the potential for errors.
[0441] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.
[0442] In this invention, the server includes means for collecting legal information and learning using machine learning algorithms, a device for obtaining information about documents from the user, and means for extracting decision elements necessary for measurement based on the information about the acquired documents. This enables users to take the necessary actions efficiently and accurately, even without specialized knowledge. Furthermore, automating information processing and secure management leads to faster procedures and improved accuracy.
[0443] "Legal information" refers to information about laws and regulations issued by the government or public institutions.
[0444] A "machine learning algorithm" is a mathematical method used to learn patterns from large amounts of data and perform predictions and classifications.
[0445] A "user" is an individual or legal entity that uses this system to input information and receive the processing results.
[0446] "Document-related information" refers to financial data related to income and deductions provided by the user.
[0447] "Device" refers to hardware or software components used for processing, displaying, or communicating information.
[0448] "Decision factors" refer to the specific options and conditions necessary for calculating and filing taxes.
[0449] "Measurement results" refer to data regarding the final tax amount or refund amount calculated based on the collected information.
[0450] "Protective measures" refer to encryption technologies and security protocols used to protect information from unauthorized access and leakage.
[0451] This invention is a system that streamlines and automates the tax filing process. The system consists of the interaction of a server, terminals, and users.
[0452] The server collects legal information and learns the latest knowledge using machine learning algorithms. Specifically, the server regularly retrieves the latest information from public institution databases and updates the generated AI model using Python and TensorFlow. This allows the system to respond quickly even if there are changes in laws and regulations.
[0453] The terminal functions as a device that receives input from the user. Users can use the terminal to input data about their income and deductions. The terminal operates on a web browser and temporarily stores the entered information. To ensure security, the information is transmitted to the server using AES encryption technology.
[0454] This system allows users to easily file their income tax returns. Based on the information entered, the server analyzes the data and presents the user with important decision-making factors regarding tax calculations. The user reviews the options via their terminal, makes what they believe to be the best choice, and sends the instruction back to the server. This decision information is then reflected in the final tax calculation.
[0455] As a concrete example, consider a scenario where a user utilizes this system when making year-end tax adjustments. The user enters income information into a terminal, and the server automatically calculates the tax amount based on the latest laws and regulations, and suggests decision-making factors such as "Do you want to apply the donation deduction?". If the user approves the suggestion, the system automatically performs the necessary filing procedures and notifies the user of the results.
[0456] An example of a prompt message would be, "Please show me the deductible items based on the latest tax laws." By entering this prompt, the system can provide the user with accurate deduction information based on the most up-to-date legal information.
[0457] The flow of the specific processing in Example 1 will be explained using Figure 11.
[0458] Step 1:
[0459] The server retrieves legal information from external public institution databases. This input data includes the latest legal documents obtained through online APIs and official websites. After retrieval, the data undergoes text analysis and is trained using machine learning algorithms. By updating the generating AI model, the server adapts to the latest legal revisions and outputs the necessary data.
[0460] Step 2:
[0461] Users input their income information and deductions through a terminal. This input data includes, for example, annual income, expenses, and deduction amounts. The terminal temporarily stores this information using AES encryption technology and sends it to the server. The data received by the server is stored in a database and used in subsequent processes.
[0462] Step 3:
[0463] The server analyzes the financial information received from the user. The input data is processed as structured data using the Python Pandas library. This analysis extracts the decision-making elements necessary for tax calculation. Based on the analysis results, the server selects decision points, such as "whether to apply a specific deduction," and sends them back to the terminal as output.
[0464] Step 4:
[0465] The user reviews decision points received from the server via their terminal and selects the optimal option. This selection is made, for example, by clicking checkboxes or dropdown menus. The user's selection is sent to the server as input data, and subsequent processes are determined based on this information.
[0466] Step 5:
[0467] The server takes the user's selections into account and calculates the final tax amount. It uses machine learning algorithms and numerical computation libraries for the calculation. After the calculation, the server generates tax return documents as output, completing the electronic filing process.
[0468] Step 6:
[0469] The server notifies the user of the final calculation results. The output data includes details of the tax amount and refund amount. The terminal uses this information to notify the user of the results via screen display and PDF output. This allows the user to complete all income tax-related procedures quickly and accurately.
[0470] (Application Example 1)
[0471] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."
[0472] For tax purposes, it is extremely burdensome for employers to manage complex financial information and accurately calculate taxes themselves. Furthermore, efficiently recording daily expenses and accurately reflecting them in tax returns is difficult. In addition, maximizing tax benefits requires staying up-to-date with the latest legal information, which is inefficient and impractical to do manually.
[0473] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.
[0474] In this invention, the server includes means for collecting and learning tax-related legal information, means for automatically generating financial records using video information acquired by a camera, and means for encrypting and securely transmitting the acquired financial records. This enables users to easily record their daily expenses and perform tax calculations and filing procedures automatically and accurately based on that information.
[0475] "Legal information" refers to information about tax laws and regulations published by government agencies and public organizations.
[0476] "Financial information" refers to financial data necessary for tax filing, such as income, expenses, costs, and deductions for individuals or corporations.
[0477] A "photography device" is a device used to acquire still images or video information, and generally refers to a device that has camera functionality.
[0478] "Visual information" refers to visual data acquired by a recording device, which is primarily recorded as images or videos.
[0479] "Means for automatically generating financial records" refers to technical methods for efficiently collecting financial information and automatically organizing it as digital records.
[0480] "Means for encrypting and securely transmitting data" refers to methods of securely transmitting data over a communication path using encryption technology to protect it from third parties.
[0481] To implement this invention, the server, terminal, and user must work together. The server collects legal information and utilizes AI technology to maintain up-to-date tax-related information at all times. Specifically, the AI model acquires and learns information from reliable databases and public institutions. This AI model uses machine learning libraries and other tools to quickly reflect changes in laws and regulations.
[0482] The terminal is an interface for users to input their income information, expenses, or deductions. For example, a user can use a camera, such as a smartphone camera, to photograph receipts for daily expenses, and the acquired image information is analyzed as text using OCR (Optical Character Recognition) functionality. The data is temporarily stored on the terminal, then encrypted and sent to the server. For this encryption, AES encryption is used, for example.
[0483] Users interact with the system via their terminal, review tax decision points presented by the server, and send back necessary instructions. They also communicate their assessment of whether preferential tax treatment is applicable to the server, thereby optimizing tax calculations.
[0484] By utilizing this data processing flow, users can file accurate tax returns with minimal effort. A specific example is a feature that automatically records daily dining-out expenses, allowing users to review and process them all at once during year-end adjustments.
[0485] When using a generative AI model to optimize a system or analyze processing flows, you can use prompts like the following: "Design a solution to efficiently manage monthly expenses and prepare for year-end tax filing. Use OCR technology for expense recording and AES encryption for data transmission."
[0486] The flow of a specific process in Application Example 1 will be explained using Figure 12.
[0487] Step 1:
[0488] When a user makes a regular purchase, the terminal's camera captures image information of the receipt. This image information becomes the input data. The terminal then uses OCR technology to extract text information from the acquired image information. This process outputs text data such as the amount, date, and expense items from the receipt.
[0489] Step 2:
[0490] The terminal uses the extracted text data to temporarily store it in a database as the user's financial information. At this stage, the input text data is stored in a consistent format and processed to facilitate subsequent processing. The output is formatted financial information.
[0491] Step 3:
[0492] The device encrypts the stored financial information. AES encryption is used here to protect the data from being handled securely. The encrypted data is then securely transmitted to the server, ensuring that the data is protected from unauthorized access by third parties.
[0493] Step 4:
[0494] The server decrypts the received encrypted data and reconstructs it as the original financial information. This restores the data necessary for tax filing and prepares it for processing. The server then uses additional legal information to identify key points for tax calculation.
[0495] Step 5:
[0496] The server notifies the user of decision points. The user checks these decision points via their terminal and provides instructions as needed. Based on the user's instructions, the server performs the final tax calculation. As a result, output data regarding the tax amount and refund amount is generated.
[0497] Step 6:
[0498] The server automatically generates a tax return based on the calculation results and submits it online to the tax authorities if necessary. The user reviews it on their terminal and completes the tax processing based on the notified results. The output includes the submitted tax return and reported tax details.
[0499] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.
[0500] This invention provides an interactive and user-friendly support system for income tax filing and related procedures by incorporating an emotion engine that understands the user's emotions. The system consists of four elements: a server, a terminal, a user, and an emotion engine.
[0501] The server collects tax-related legal information and uses an AI model for learning. This learning ensures the server always maintains the latest tax law changes, enabling accurate tax calculations. This information is then analyzed in combination with the user's financial information entered via the terminal.
[0502] The device not only functions as an interface for users to input personal financial information, but also acquires output from an emotion engine and provides advice and adjusts the interface based on the user's emotional perception. For example, if a user is feeling anxious, the design will accordingly request more detailed explanations or comfort. By analyzing the user's emotional state in real time and providing information accordingly, the device enables more flexible and appropriate support.
[0503] In addition to entering financial information as usual, users receive advice and instructions based on their emotions, which are recognized through an emotion engine. For example, if a user experiences stress during the input process, the terminal recognizes this, and the server enhances input assistance or provides support by translating complex financial terms into easier-to-understand language.
[0504] The emotion engine is implemented as a turnkey solution and recognizes emotions from the user's language, tone of voice, facial expressions, and behavioral patterns. Based on these recognition results, the server provides active support, reducing the burden on the user throughout their tax procedures.
[0505] Thus, the present invention aims to provide a user-friendly interface compared to conventional tax systems, and to offer procedures that provide a sense of security, especially for users with limited tax knowledge.
[0506] The following describes the processing flow.
[0507] Step 1:
[0508] The server automatically collects legal information from government agencies and reliable data sources, and uses AI models to train them. This ensures that the server maintains the latest tax law change information and can always perform highly accurate tax calculations.
[0509] Step 2:
[0510] Users input their financial information via a terminal. This information includes income, expenses, and deductions. The terminal verifies the integrity of the input data and transfers the correctly formatted data to the server.
[0511] Step 3:
[0512] The emotion engine monitors the user's emotional state in real time through the user's camera and microphone. Based on the data obtained, it determines whether the user's emotions fall into the category of anxiety, stress, excitement, etc.
[0513] Step 4:
[0514] The device receives the results of the emotion engine's analysis and dynamically adjusts the user interface. For example, if it determines that the user is experiencing stress, it may simplify the display and show a more detailed help message.
[0515] Step 5:
[0516] The server analyzes the user's financial information and real-time sentiment data to identify key decision points necessary for calculating income tax. This includes selecting the type and amount of deductions. These decision points are then communicated to the user via their device.
[0517] Step 6:
[0518] The user reviews the decision points notified on their device and makes the necessary selections. The selection results are sent to the server via the device.
[0519] Step 7:
[0520] The server calculates the final income tax amount based on the user's selection data. During the calculation process, it automatically optimizes the application of preferential tax treatment and takes into account necessary deductions and exemptions.
[0521] Step 8:
[0522] The terminal receives the tax calculation results from the server and presents them clearly to the user. If the user approves, the server generates the tax return documents and automatically handles the necessary tax payment and refund procedures.
[0523] This process allows users to complete tax procedures efficiently and with consideration for their feelings.
[0524] (Example 2)
[0525] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."
[0526] Traditional tax systems, while capable of quickly reflecting the latest regulations, lacked the ability to address the individual emotional states of users, leading to a high level of user stress. In particular, for users with limited tax knowledge, the system's operation was often complex and psychologically burdensome, hindering efficient procedures.
[0527] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.
[0528] In this invention, the server includes means for collecting and learning tax regulations, means for recognizing the user's emotional state and dynamically adjusting the interface based on that state, and means for providing appropriate instructions and advice based on the user's emotional state. This enables the user to perform tax procedures efficiently and accurately without experiencing stress.
[0529] "Tax regulations and information" refers to a collection of official laws and guidelines related to the tax system, including income tax.
[0530] "Learning" is the process of analyzing information using AI models based on collected rule information and updating the knowledge base.
[0531] "User" refers to an individual or organization that uses the system to perform tax procedures or input information.
[0532] "Economic information" refers to financial data such as income, deductions, and expenses, and is the information that forms the basis of tax processing.
[0533] A "benchmark" is an important indicator or condition in tax calculations, serving as a basis for determining tax application and deduction calculations.
[0534] An "interface" refers to the user interface or interactive environment that allows the user to directly interact with the system.
[0535] "Dynamic adjustment" refers to changing the interface display and functions in real time according to the user's emotions and situation.
[0536] "Instructions and advice" refer to specific guidance and information provided by the system to help users process their tax returns smoothly.
[0537] This invention provides a system that understands the user's emotions and offers more interactive and user-centric support when the user files income tax returns and related procedures. This system is implemented using multiple components, including a server, terminals, users, and an emotion engine.
[0538] The server collects tax regulation information via the internet and learns from it using an AI model. This AI model incorporates natural language processing techniques and machine learning algorithms, ensuring that it always maintains information that reflects the latest regulatory changes. Based on this information, the server analyzes economic information obtained from users and performs accurate tax calculations.
[0539] The device functions as an interface to receive personal financial information entered by the user. Furthermore, it is equipped with a microphone and camera to sense the user's voice and facial expressions, and an emotion engine analyzes their emotional state in real time. Based on this analysis, the device adjusts the interface appropriately and displays supportive messages designed to prevent user stress. For example, if a user enters "I'm having trouble calculating my taxes," the prompt might read, "Please suggest ways to provide a gentle and easy-to-understand explanation of tax laws to a user who is feeling anxious."
[0540] Users can proceed with tax procedures through the system while receiving the support provided in this way. This makes the process more user-friendly than conventional tax systems and provides a sense of security, especially for users with limited tax knowledge.
[0541] The flow of the specific processing in Example 2 will be explained using Figure 13.
[0542] Step 1:
[0543] Users input their personal financial information through a dedicated interface on the terminal. This input includes data such as income, deductions, and expenses. The terminal converts this information into a structured data format and prepares it for transmission to the server. Specifically, the user inputs "this year's income" or "total medical expenses," which are then converted into a data format such as JSON.
[0544] Step 2:
[0545] The server receives economic information transmitted from the terminal. Based on this input data, the server uses an AI model to extract the baseline necessary for tax calculation. Specifically, the server calculates taxable income by subtracting necessary expenses and various deductions from the input income. As output, the baseline for the tax amount and related information are generated.
[0546] Step 3:
[0547] The server collects the latest tax regulations information via the internet and integrates this information through learning by an AI model. This ensures the server maintains the most appropriate and up-to-date tax calculation logic. This process involves registering new legal updates in the database and updating parts of the calculation algorithm.
[0548] Step 4:
[0549] The device uses its camera and microphone to collect user emotional data while the user inputs economic information. An emotion engine analyzes this data to identify the user's emotional state. Specifically, a facial recognition algorithm analyzes the user's facial features, and a voice analysis algorithm evaluates the tone of voice. The output is the recognized emotional state.
[0550] Step 5:
[0551] The device dynamically adjusts its interface based on feedback from the emotion engine. For example, if the device determines that the user is feeling anxious, it will display the screen in more user-friendly colors and provide additional support messages. This behavior includes adding prompts such as "What does this term mean?" to aid user understanding.
[0552] Step 6:
[0553] The user reviews the calculation results and instructions provided by the terminal and enters additional instructions as needed. The server responds to this interactive support and adjusts the final tax processing. Specifically, if the user instructs, "I want to confirm whether this deduction applies," the server updates the calculations based on that decision and sends the results to the terminal.
[0554] (Application Example 2)
[0555] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."
[0556] Traditional tax procedure systems often fail to take into account the emotional state of users, leading to frequent stressful situations, especially for users with limited tax knowledge. Similarly, in e-commerce, users may feel confused or anxious amidst a flood of information. Therefore, there was a need for a system that could appropriately understand users' emotions during procedures and transactions and provide corresponding support.
[0557] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.
[0558] In this invention, the server includes means for collecting and learning tax-related legal information, means for obtaining financial information from the user, means for extracting decision points necessary for tax calculation based on the obtained financial information, and means for determining the user's emotional state using emotion recognition technology and adjusting the information provision method based on that determination. This makes it possible to provide flexible support tailored to the user's emotional state and to make tax procedures and e-commerce more user-friendly.
[0559] "Tax-related legal information" refers to information on laws and regulations necessary for calculating and filing taxes.
[0560] "User" refers to an individual or legal entity that uses the system to perform tax procedures or conduct e-commerce.
[0561] "Financial information" refers to economic data related to income, expenses, assets, and liabilities, including data necessary for tax calculations.
[0562] "Judgment points" refer to the criteria and conditions that are important in tax calculations, and provide the information necessary for users to make appropriate decisions.
[0563] "Emotion recognition technology" refers to technology that analyzes a user's emotional state from their voice, facial expressions, gestures, etc.
[0564] "E-commerce" refers to commercial activities that involve selling and purchasing goods and services via the internet.
[0565] "Means for adjusting the method of information provision" refers to a function that allows for flexible modification of the way information is presented and its content based on the user's emotional state.
[0566] "User-friendly" refers to a system that is designed to be easy for users to operate and understand.
[0567] This system aims to understand the user's emotional state in real time when they are performing tax procedures or conducting e-commerce transactions, and to adjust the way information is provided as needed. The system mainly consists of three elements: server, terminal, and user.
[0568] The server collects tax-related legal information from the internet and learns from it using an AI model. This allows the server to maintain up-to-date legal information and perform accurate tax calculations based on the user's financial information. The server also utilizes emotion recognition technology to analyze the user's voice and facial expression data sent from the terminal to determine their emotional state. The server uses advanced technologies such as Google Speech-to-Text and Microsoft Azure Emotion API.
[0569] The terminal acquires financial and transaction information entered by the user and sends it to the server. The terminal also captures the user's voice and video from the camera in real time and sends that data to the server. In this case, the voice is used to infer emotions, and the camera is used to analyze facial expressions.
[0570] Through this system, users input information necessary for tax procedures and e-commerce, and then review the resulting tax amounts and transaction proposals. If a user is experiencing stress or anxiety, the terminal provides support through suggestions tailored to the user's emotional state, and the server offers easy-to-understand terminology and advice.
[0571] For example, when a user is purchasing a new electronic product and feels unsure about making a purchase decision, emotion recognition technology can detect this, and the server can generate and provide support messages such as, "Would you like to see the top reviews for this product?" or "You can use a discount coupon for up to 10% off."
[0572] An example of a prompt to a generative AI model is: "A user is trying to buy a 50-inch TV, but is showing signs of anxiety in their facial expression and tone of voice. How would you support them?"
[0573] The flow of a specific process in Application Example 2 will be explained using Figure 14.
[0574] Step 1:
[0575] The terminal acquires financial and transaction information from the user through its interface. This information is obtained via voice or text input, and the data collected by the terminal is prepared for direct transmission to the server. The input data includes the user's income and purchased items.
[0576] Step 2:
[0577] The device captures the user's voice and video in real time. Voice is collected via a microphone, and video is captured by a camera. This data undergoes initial processing such as noise reduction and image quality correction, and is then converted into a data format necessary for analyzing the user's emotional state.
[0578] Step 3:
[0579] The device converts the audio data acquired in the previous step into text using Google Speech-to-Text. The text data represents the user's utterances and serves as input for analysis by emotion recognition technology.
[0580] Step 4:
[0581] The device uses the Microsoft Azure Emotion API to analyze the user's facial expressions from video data and identify their emotional state. In this step, changes in facial expressions are analyzed, and emotion tags (e.g., joy, fear, anxiety) are generated as output.
[0582] Step 5:
[0583] The server analyzes the user's financial and emotional data transmitted from the terminal. Financial information is cross-referenced with the latest tax laws to ensure accurate tax calculations. Based on emotional data, an AI model is used to design suggestions to alleviate the user's anxiety and stress.
[0584] Step 6:
[0585] The server converts the generated suggestions and information into a user-friendly format and creates a prompt message. This prompt message includes questions and advice for the user, which helps to adjust how the information is delivered.
[0586] Step 7:
[0587] The server sends the generated prompt message and the tax calculation result to the terminal. The terminal notifies the user of these results and provides visual or audible feedback. The prompt message enables interaction tailored to the user's emotional state.
[0588] The specific processing unit 290 transmits the result of the specific processing to the headset terminal 314. In the headset terminal 314, the control unit 46A causes the speaker 240 and display 343 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.
[0589] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0590] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and specific processing may also be performed by the headset terminal 314.
[0591] [Fourth Embodiment]
[0592] Figure 7 shows an example of the configuration of the data processing system 410 according to the fourth embodiment.
[0593] As shown in Figure 7, the data processing system 410 includes a data processing device 12 and a robot 414. An example of the data processing device 12 is a server.
[0594] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0595] The robot 414 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication interface 44, and a controlled object 443. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, camera 42, and controlled object 443 are also connected to the bus 52.
[0596] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.
[0597] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).
[0598] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.
[0599] The controlled object 443 includes a display device, LEDs in the eyes, and motors that drive the arms, hands, and feet. The posture and gestures of the robot 414 are controlled by controlling the motors of the arms, hands, and feet. Some of the robot 414's emotions can be expressed by controlling these motors. Furthermore, the robot 414's facial expressions can also be expressed by controlling the illumination state of the LEDs in its eyes.
[0600] Figure 8 shows an example of the main functions of the data processing device 12 and the robot 414. As shown in Figure 8, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.
[0601] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0602] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0603] In robot 414, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.
[0604] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".
[0605] This invention is a system that efficiently supports income tax filing and related procedures, and primarily operates through the cooperation of three entities: a server, a terminal, and a user.
[0606] The server plays a central role in collecting and learning legal information. First, the server obtains the latest tax laws and regulations from external public institutions and trusted databases. Using this information, the server updates the AI agent to ensure it always maintains up-to-date knowledge. This AI agent has the ability to quickly reflect information even when laws are frequently amended.
[0607] The terminal functions as an interface for receiving direct input from the user. Through the terminal, the user can input financial information such as income, expenses, and deductions. This information is stored briefly on the terminal, then securely encrypted and transferred to the server.
[0608] The user participates in a specific and individualized tax calculation process through interaction with the system. The server performs data analysis and presents the user with choices that require a decision. The user reviews these choices through their terminal and sends the most appropriate instruction back to the server.
[0609] The server takes the selected criteria into account and performs the final income tax calculation. Based on the calculation results, the server generates the tax return on behalf of the user and submits it to the tax authorities. After filing, the server calculates the amount of tax payable and any refunds and informs the user of the details via the terminal. This allows the user to complete income tax-related procedures quickly and accurately.
[0610] As a concrete example, consider a scenario where a user uses this system during year-end tax adjustments. The user enters their annual income and deductions into the terminal. The server calculates the tax amount based on this information and presents the user with decision points, such as whether to apply the hometown tax deduction. After the user returns their decision to the server, the system automatically completes the declaration and necessary tax procedures and notifies the user of the result.
[0611] Thus, the system of the present invention reduces the burden on users and supports accurate tax procedures.
[0612] The following describes the processing flow.
[0613] Step 1:
[0614] The server automatically retrieves the latest legal information from government agencies and tax-related databases on a regular basis, and uses an AI model to update and learn from it. This ensures that the server maintains a state where it holds the most up-to-date tax law change information.
[0615] Step 2:
[0616] The user begins entering personal financial information, including income, expenses, and deductions, via the terminal. As the user enters the information, the terminal automatically checks the format and provides input assistance.
[0617] Step 3:
[0618] The terminal encrypts the entered financial information to ensure security before transmitting it to the server. The server temporarily stores the received data and prepares it for analysis.
[0619] Step 4:
[0620] The server uses an AI agent to analyze the received financial information and identify key decision points necessary for calculating income tax. For example, one such decision point might be "which dependent deduction to choose."
[0621] Step 5:
[0622] The terminal displays decision points sent from the server to the user in a visual and intuitive manner. The user selects an option from the presented choices and confirms it.
[0623] Step 6:
[0624] The server calculates the final income tax amount based on instructions from the user. During this process, the server checks for applicable tax benefits and automatically takes into account any necessary deductions or reductions.
[0625] Step 7:
[0626] The server automatically generates the necessary tax return documents based on the calculation results. These documents are submitted electronically to the tax authorities. The system also automatically processes tax amounts and refund amounts.
[0627] Step 8:
[0628] The terminal notifies the user of the final processing results and provides detailed information about the declarations and tax payments made. This allows the user to check their tax status and prepare for future declarations.
[0629] (Example 1)
[0630] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".
[0631] Currently, the frequent revisions of legal information pose a challenge for users, requiring advanced expertise and effort to respond appropriately. Furthermore, there is a demand for efficient and secure handling of information and reporting procedures. However, conventional technologies are insufficient, particularly for processing large amounts of data and real-time updates. This results in a significant burden on users and the potential for errors.
[0632] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.
[0633] In this invention, the server includes means for collecting legal information and learning using machine learning algorithms, a device for obtaining information about documents from the user, and means for extracting decision elements necessary for measurement based on the information about the acquired documents. This enables users to take the necessary actions efficiently and accurately, even without specialized knowledge. Furthermore, automating information processing and secure management leads to faster procedures and improved accuracy.
[0634] "Legal information" refers to information about laws and regulations issued by the government or public institutions.
[0635] A "machine learning algorithm" is a mathematical method used to learn patterns from large amounts of data and perform predictions and classifications.
[0636] A "user" is an individual or legal entity that uses this system to input information and receive the processing results.
[0637] "Document-related information" refers to financial data related to income and deductions provided by the user.
[0638] "Device" refers to hardware or software components used for processing, displaying, or communicating information.
[0639] "Decision factors" refer to the specific options and conditions necessary for calculating and filing taxes.
[0640] "Measurement results" refer to data regarding the final tax amount or refund amount calculated based on the collected information.
[0641] "Protective measures" refer to encryption technologies and security protocols used to protect information from unauthorized access and leakage.
[0642] This invention is a system that streamlines and automates the tax filing process. The system consists of the interaction of a server, terminals, and users.
[0643] The server collects legal information and learns the latest knowledge using machine learning algorithms. Specifically, the server regularly retrieves the latest information from public institution databases and updates the generated AI model using Python and TensorFlow. This allows the system to respond quickly even if there are changes in laws and regulations.
[0644] The terminal functions as a device that receives input from the user. Users can use the terminal to input data about their income and deductions. The terminal operates on a web browser and temporarily stores the entered information. To ensure security, the information is transmitted to the server using AES encryption technology.
[0645] This system allows users to easily file their income tax returns. Based on the information entered, the server analyzes the data and presents the user with important decision-making factors regarding tax calculations. The user reviews the options via their terminal, makes what they believe to be the best choice, and sends the instruction back to the server. This decision information is then reflected in the final tax calculation.
[0646] As a concrete example, consider a scenario where a user utilizes this system when making year-end tax adjustments. The user enters income information into a terminal, and the server automatically calculates the tax amount based on the latest laws and regulations, and suggests decision-making factors such as "Do you want to apply the donation deduction?". If the user approves the suggestion, the system automatically performs the necessary filing procedures and notifies the user of the results.
[0647] An example of a prompt message would be, "Please show me the deductible items based on the latest tax laws." By entering this prompt, the system can provide the user with accurate deduction information based on the most up-to-date legal information.
[0648] The flow of the specific processing in Example 1 will be explained using Figure 11.
[0649] Step 1:
[0650] The server retrieves legal information from external public institution databases. This input data includes the latest legal documents obtained through online APIs and official websites. After retrieval, the data undergoes text analysis and is trained using machine learning algorithms. By updating the generating AI model, the server adapts to the latest legal revisions and outputs the necessary data.
[0651] Step 2:
[0652] Users input their income information and deductions through a terminal. This input data includes, for example, annual income, expenses, and deduction amounts. The terminal temporarily stores this information using AES encryption technology and sends it to the server. The data received by the server is stored in a database and used in subsequent processes.
[0653] Step 3:
[0654] The server analyzes the financial information received from the user. The input data is processed as structured data using the Python Pandas library. This analysis extracts the decision-making elements necessary for tax calculation. Based on the analysis results, the server selects decision points, such as "whether to apply a specific deduction," and sends them back to the terminal as output.
[0655] Step 4:
[0656] The user reviews decision points received from the server via their terminal and selects the optimal option. This selection is made, for example, by clicking checkboxes or dropdown menus. The user's selection is sent to the server as input data, and subsequent processes are determined based on this information.
[0657] Step 5:
[0658] The server takes the user's selections into account and calculates the final tax amount. It uses machine learning algorithms and numerical computation libraries for the calculation. After the calculation, the server generates tax return documents as output, completing the electronic filing process.
[0659] Step 6:
[0660] The server notifies the user of the final calculation results. The output data includes details of the tax amount and refund amount. The terminal uses this information to notify the user of the results via screen display and PDF output. This allows the user to complete all income tax-related procedures quickly and accurately.
[0661] (Application Example 1)
[0662] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".
[0663] For tax purposes, it is extremely burdensome for employers to manage complex financial information and accurately calculate taxes themselves. Furthermore, efficiently recording daily expenses and accurately reflecting them in tax returns is difficult. In addition, maximizing tax benefits requires staying up-to-date with the latest legal information, which is inefficient and impractical to do manually.
[0664] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.
[0665] In this invention, the server includes means for collecting and learning tax-related legal information, means for automatically generating financial records using video information acquired by a camera, and means for encrypting and securely transmitting the acquired financial records. This enables users to easily record their daily expenses and perform tax calculations and filing procedures automatically and accurately based on that information.
[0666] "Legal information" refers to information about tax laws and regulations published by government agencies and public organizations.
[0667] "Financial information" refers to financial data necessary for tax filing, such as income, expenses, costs, and deductions for individuals or corporations.
[0668] A "photography device" is a device used to acquire still images or video information, and generally refers to a device that has camera functionality.
[0669] "Visual information" refers to visual data acquired by a recording device, which is primarily recorded as images or videos.
[0670] "Means for automatically generating financial records" refers to technical methods for efficiently collecting financial information and automatically organizing it as digital records.
[0671] "Means for encrypting and securely transmitting data" refers to methods of securely transmitting data over a communication path using encryption technology to protect it from third parties.
[0672] To implement this invention, the server, terminal, and user must work together. The server collects legal information and utilizes AI technology to maintain up-to-date tax-related information at all times. Specifically, the AI model acquires and learns information from reliable databases and public institutions. This AI model uses machine learning libraries and other tools to quickly reflect changes in laws and regulations.
[0673] The terminal is an interface for users to input their income information, expenses, or deductions. For example, a user can use a camera, such as a smartphone camera, to photograph receipts for daily expenses, and the acquired image information is analyzed as text using OCR (Optical Character Recognition) functionality. The data is temporarily stored on the terminal, then encrypted and sent to the server. For this encryption, AES encryption is used, for example.
[0674] Users interact with the system via their terminal, review tax decision points presented by the server, and send back necessary instructions. They also communicate their assessment of whether preferential tax treatment is applicable to the server, thereby optimizing tax calculations.
[0675] By utilizing this data processing flow, users can file accurate tax returns with minimal effort. A specific example is a feature that automatically records daily dining-out expenses, allowing users to review and process them all at once during year-end adjustments.
[0676] When using a generative AI model to optimize a system or analyze processing flows, you can use prompts like the following: "Design a solution to efficiently manage monthly expenses and prepare for year-end tax filing. Use OCR technology for expense recording and AES encryption for data transmission."
[0677] The flow of a specific process in Application Example 1 will be explained using Figure 12.
[0678] Step 1:
[0679] When a user makes a regular purchase, the terminal's camera captures image information of the receipt. This image information becomes the input data. The terminal then uses OCR technology to extract text information from the acquired image information. This process outputs text data such as the amount, date, and expense items from the receipt.
[0680] Step 2:
[0681] The terminal uses the extracted text data to temporarily store it in a database as the user's financial information. At this stage, the input text data is stored in a consistent format and processed to facilitate subsequent processing. The output is formatted financial information.
[0682] Step 3:
[0683] The device encrypts the stored financial information. AES encryption is used here to protect the data from being handled securely. The encrypted data is then securely transmitted to the server, ensuring that the data is protected from unauthorized access by third parties.
[0684] Step 4:
[0685] The server decrypts the received encrypted data and reconstructs it as the original financial information. This restores the data necessary for tax filing and prepares it for processing. The server then uses additional legal information to identify key points for tax calculation.
[0686] Step 5:
[0687] The server notifies the user of decision points. The user checks these decision points via their terminal and provides instructions as needed. Based on the user's instructions, the server performs the final tax calculation. As a result, output data regarding the tax amount and refund amount is generated.
[0688] Step 6:
[0689] The server automatically generates a tax return based on the calculation results and submits it online to the tax authorities if necessary. The user reviews it on their terminal and completes the tax processing based on the notified results. The output includes the submitted tax return and reported tax details.
[0690] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.
[0691] This invention provides an interactive and user-friendly support system for income tax filing and related procedures by incorporating an emotion engine that understands the user's emotions. The system consists of four elements: a server, a terminal, a user, and an emotion engine.
[0692] The server collects tax-related legal information and uses an AI model for learning. This learning ensures the server always maintains the latest tax law changes, enabling accurate tax calculations. This information is then analyzed in combination with the user's financial information entered via the terminal.
[0693] The device not only functions as an interface for users to input personal financial information, but also acquires output from an emotion engine and provides advice and adjusts the interface based on the user's emotional perception. For example, if a user is feeling anxious, the design will accordingly request more detailed explanations or comfort. By analyzing the user's emotional state in real time and providing information accordingly, the device enables more flexible and appropriate support.
[0694] In addition to entering financial information as usual, users receive advice and instructions based on their emotions, which are recognized through an emotion engine. For example, if a user experiences stress during the input process, the terminal recognizes this, and the server enhances input assistance or provides support by translating complex financial terms into easier-to-understand language.
[0695] The emotion engine is implemented as a turnkey solution and recognizes emotions from the user's language, tone of voice, facial expressions, and behavioral patterns. Based on these recognition results, the server provides active support, reducing the burden on the user throughout their tax procedures.
[0696] Thus, the present invention aims to provide a user-friendly interface compared to conventional tax systems, and to offer procedures that provide a sense of security, especially for users with limited tax knowledge.
[0697] The following describes the processing flow.
[0698] Step 1:
[0699] The server automatically collects legal information from government agencies and reliable data sources, and uses AI models to train them. This ensures that the server maintains the latest tax law change information and can always perform highly accurate tax calculations.
[0700] Step 2:
[0701] Users input their financial information via a terminal. This information includes income, expenses, and deductions. The terminal verifies the integrity of the input data and transfers the correctly formatted data to the server.
[0702] Step 3:
[0703] The emotion engine monitors the user's emotional state in real time through the user's camera and microphone. Based on the data obtained, it determines whether the user's emotions fall into the category of anxiety, stress, excitement, etc.
[0704] Step 4:
[0705] The device receives the results of the emotion engine's analysis and dynamically adjusts the user interface. For example, if it determines that the user is experiencing stress, it may simplify the display and show a more detailed help message.
[0706] Step 5:
[0707] The server analyzes the user's financial information and real-time sentiment data to identify key decision points necessary for calculating income tax. This includes selecting the type and amount of deductions. These decision points are then communicated to the user via their device.
[0708] Step 6:
[0709] The user reviews the decision points notified on their device and makes the necessary selections. The selection results are sent to the server via the device.
[0710] Step 7:
[0711] The server calculates the final income tax amount based on the user's selection data. During the calculation process, it automatically optimizes the application of preferential tax treatment and takes into account necessary deductions and exemptions.
[0712] Step 8:
[0713] The terminal receives the tax calculation results from the server and presents them clearly to the user. If the user approves, the server generates the tax return documents and automatically handles the necessary tax payment and refund procedures.
[0714] This process allows users to complete tax procedures efficiently and with consideration for their feelings.
[0715] (Example 2)
[0716] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".
[0717] Traditional tax systems, while capable of quickly reflecting the latest regulations, lacked the ability to address the individual emotional states of users, leading to a high level of user stress. In particular, for users with limited tax knowledge, the system's operation was often complex and psychologically burdensome, hindering efficient procedures.
[0718] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.
[0719] In this invention, the server includes means for collecting and learning tax regulations, means for recognizing the user's emotional state and dynamically adjusting the interface based on that state, and means for providing appropriate instructions and advice based on the user's emotional state. This enables the user to perform tax procedures efficiently and accurately without experiencing stress.
[0720] "Tax regulations and information" refers to a collection of official laws and guidelines related to the tax system, including income tax.
[0721] "Learning" is the process of analyzing information using AI models based on collected rule information and updating the knowledge base.
[0722] "User" refers to an individual or organization that uses the system to perform tax procedures or input information.
[0723] "Economic information" refers to financial data such as income, deductions, and expenses, and is the information that forms the basis of tax processing.
[0724] A "benchmark" is an important indicator or condition in tax calculations, serving as a basis for determining tax application and deduction calculations.
[0725] An "interface" refers to the user interface or interactive environment that allows the user to directly interact with the system.
[0726] "Dynamic adjustment" refers to changing the interface display and functions in real time according to the user's emotions and situation.
[0727] "Instructions and advice" refer to specific guidance and information provided by the system to help users process their tax returns smoothly.
[0728] This invention provides a system that understands the user's emotions and offers more interactive and user-centric support when the user files income tax returns and related procedures. This system is implemented using multiple components, including a server, terminals, users, and an emotion engine.
[0729] The server collects tax regulation information via the internet and learns from it using an AI model. This AI model incorporates natural language processing techniques and machine learning algorithms, ensuring that it always maintains information that reflects the latest regulatory changes. Based on this information, the server analyzes economic information obtained from users and performs accurate tax calculations.
[0730] The device functions as an interface to receive personal financial information entered by the user. Furthermore, it is equipped with a microphone and camera to sense the user's voice and facial expressions, and an emotion engine analyzes their emotional state in real time. Based on this analysis, the device adjusts the interface appropriately and displays supportive messages designed to prevent user stress. For example, if a user enters "I'm having trouble calculating my taxes," the prompt might read, "Please suggest ways to provide a gentle and easy-to-understand explanation of tax laws to a user who is feeling anxious."
[0731] Users can proceed with tax procedures through the system while receiving the support provided in this way. This makes the process more user-friendly than conventional tax systems and provides a sense of security, especially for users with limited tax knowledge.
[0732] The flow of the specific processing in Example 2 will be explained using Figure 13.
[0733] Step 1:
[0734] Users input their personal financial information through a dedicated interface on the terminal. This input includes data such as income, deductions, and expenses. The terminal converts this information into a structured data format and prepares it for transmission to the server. Specifically, the user inputs "this year's income" or "total medical expenses," which are then converted into a data format such as JSON.
[0735] Step 2:
[0736] The server receives economic information transmitted from the terminal. Based on this input data, the server uses an AI model to extract the baseline necessary for tax calculation. Specifically, the server calculates taxable income by subtracting necessary expenses and various deductions from the input income. As output, the baseline for the tax amount and related information are generated.
[0737] Step 3:
[0738] The server collects the latest tax regulations information via the internet and integrates this information through learning by an AI model. This ensures the server maintains the most appropriate and up-to-date tax calculation logic. This process involves registering new legal updates in the database and updating parts of the calculation algorithm.
[0739] Step 4:
[0740] The device uses its camera and microphone to collect user emotional data while the user inputs economic information. An emotion engine analyzes this data to identify the user's emotional state. Specifically, a facial recognition algorithm analyzes the user's facial features, and a voice analysis algorithm evaluates the tone of voice. The output is the recognized emotional state.
[0741] Step 5:
[0742] The device dynamically adjusts its interface based on feedback from the emotion engine. For example, if the device determines that the user is feeling anxious, it will display the screen in more user-friendly colors and provide additional support messages. This behavior includes adding prompts such as "What does this term mean?" to aid user understanding.
[0743] Step 6:
[0744] The user reviews the calculation results and instructions provided by the terminal and enters additional instructions as needed. The server responds to this interactive support and adjusts the final tax processing. Specifically, if the user instructs, "I want to confirm whether this deduction applies," the server updates the calculations based on that decision and sends the results to the terminal.
[0745] (Application Example 2)
[0746] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".
[0747] Traditional tax procedure systems often fail to take into account the emotional state of users, leading to frequent stressful situations, especially for users with limited tax knowledge. Similarly, in e-commerce, users may feel confused or anxious amidst a flood of information. Therefore, there was a need for a system that could appropriately understand users' emotions during procedures and transactions and provide corresponding support.
[0748] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.
[0749] In this invention, the server includes means for collecting and learning tax-related legal information, means for obtaining financial information from the user, means for extracting decision points necessary for tax calculation based on the obtained financial information, and means for determining the user's emotional state using emotion recognition technology and adjusting the information provision method based on that determination. This makes it possible to provide flexible support tailored to the user's emotional state and to make tax procedures and e-commerce more user-friendly.
[0750] "Tax-related legal information" refers to information on laws and regulations necessary for calculating and filing taxes.
[0751] "User" refers to an individual or legal entity that uses the system to perform tax procedures or conduct e-commerce.
[0752] "Financial information" refers to economic data related to income, expenses, assets, and liabilities, including data necessary for tax calculations.
[0753] "Judgment points" refer to the criteria and conditions that are important in tax calculations, and provide the information necessary for users to make appropriate decisions.
[0754] "Emotion recognition technology" refers to technology that analyzes a user's emotional state from their voice, facial expressions, gestures, etc.
[0755] "E-commerce" refers to commercial activities that involve selling and purchasing goods and services via the internet.
[0756] "Means for adjusting the method of information provision" refers to a function that allows for flexible modification of the way information is presented and its content based on the user's emotional state.
[0757] "User-friendly" refers to a system that is designed to be easy for users to operate and understand.
[0758] This system aims to understand the user's emotional state in real time when they are performing tax procedures or conducting e-commerce transactions, and to adjust the way information is provided as needed. The system mainly consists of three elements: server, terminal, and user.
[0759] The server collects tax-related legal information from the internet and learns from it using an AI model. This allows the server to maintain up-to-date legal information and perform accurate tax calculations based on the user's financial information. The server also utilizes emotion recognition technology to analyze the user's voice and facial expression data sent from the terminal to determine their emotional state. The server uses advanced technologies such as Google Speech-to-Text and Microsoft Azure Emotion API.
[0760] The terminal acquires financial and transaction information entered by the user and sends it to the server. The terminal also captures the user's voice and video from the camera in real time and sends that data to the server. In this case, the voice is used to infer emotions, and the camera is used to analyze facial expressions.
[0761] Through this system, users input information necessary for tax procedures and e-commerce, and then review the resulting tax amounts and transaction proposals. If a user is experiencing stress or anxiety, the terminal provides support through suggestions tailored to the user's emotional state, and the server offers easy-to-understand terminology and advice.
[0762] For example, when a user is purchasing a new electronic product and feels unsure about making a purchase decision, emotion recognition technology can detect this, and the server can generate and provide support messages such as, "Would you like to see the top reviews for this product?" or "You can use a discount coupon for up to 10% off."
[0763] An example of a prompt to a generative AI model is: "A user is trying to buy a 50-inch TV, but is showing signs of anxiety in their facial expression and tone of voice. How would you support them?"
[0764] The flow of a specific process in Application Example 2 will be explained using Figure 14.
[0765] Step 1:
[0766] The terminal acquires financial and transaction information from the user through its interface. This information is obtained via voice or text input, and the data collected by the terminal is prepared for direct transmission to the server. The input data includes the user's income and purchased items.
[0767] Step 2:
[0768] The device captures the user's voice and video in real time. Voice is collected via a microphone, and video is captured by a camera. This data undergoes initial processing such as noise reduction and image quality correction, and is then converted into a data format necessary for analyzing the user's emotional state.
[0769] Step 3:
[0770] The device converts the audio data acquired in the previous step into text using Google Speech-to-Text. The text data represents the user's utterances and serves as input for analysis by emotion recognition technology.
[0771] Step 4:
[0772] The device uses the Microsoft Azure Emotion API to analyze the user's facial expressions from video data and identify their emotional state. In this step, changes in facial expressions are analyzed, and emotion tags (e.g., joy, fear, anxiety) are generated as output.
[0773] Step 5:
[0774] The server analyzes the user's financial and emotional data transmitted from the terminal. Financial information is cross-referenced with the latest tax laws to ensure accurate tax calculations. Based on emotional data, an AI model is used to design suggestions to alleviate the user's anxiety and stress.
[0775] Step 6:
[0776] The server converts the generated suggestions and information into a user-friendly format and creates a prompt message. This prompt message includes questions and advice for the user, which helps to adjust how the information is delivered.
[0777] Step 7:
[0778] The server sends the generated prompt message and the tax calculation result to the terminal. The terminal notifies the user of these results and provides visual or audible feedback. The prompt message enables interaction tailored to the user's emotional state.
[0779] The specific processing unit 290 transmits the result of the specific processing to the robot 414. In the robot 414, the control unit 46A causes the speaker 240 and the controlled object 443 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.
[0780] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0781] In the above embodiment, an example was given in which the specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the robot 414.
[0782] Furthermore, the emotion identification model 59, acting as an emotion engine, may determine the user's emotion according to a specific mapping. Specifically, the emotion identification model 59 may determine the user's emotion according to a specific mapping, which is an emotion map (see Figure 9). Similarly, the emotion identification model 59 may also determine the robot's emotion, and the identification processing unit 290 may perform identification processing using the robot's emotion.
[0783] Figure 9 shows an emotion map 400 in which multiple emotions are mapped. In the emotion map 400, emotions are arranged in concentric circles radiating from the center. The closer to the center of the concentric circles, the more primitive the emotions are located. Further out of the concentric circles, emotions representing states and actions arising from mental states are located. Emotion is a concept that includes feelings and mental states. On the left side of the concentric circles, emotions that are generally generated from reactions occurring in the brain are located. On the right side of the concentric circles, emotions that are generally induced by situational judgment are located. Above and below the concentric circles, emotions that are generally generated from reactions occurring in the brain and induced by situational judgment are located. In addition, the emotion of "pleasure" is located on the upper side of the concentric circles, and the emotion of "displeasure" is located on the lower side. Thus, in the emotion map 400, multiple emotions are mapped based on the structure in which emotions arise, and emotions that are likely to occur simultaneously are mapped close together.
[0784] These emotions are distributed at the 3 o'clock position on the Emotion Map 400, and usually fluctuate between feelings of security and anxiety. In the right half of the Emotion Map 400, situational awareness takes precedence over internal feelings, resulting in a calm impression.
[0785] The inside of the Emotion Map 400 represents inner thoughts, while the outside represents actions. Therefore, the further you go from the outside of the Emotion Map 400, the more visible (expressed in actions) your emotions become.
[0786] Here, human emotions are based on various balances, such as posture and blood sugar levels. When these balances deviate from the ideal, it results in discomfort, and when they approach the ideal, it results in pleasure. Similarly, in robots, cars, motorcycles, etc., emotions can be created based on various balances, such as posture and battery level. When these balances deviate from the ideal, it results in discomfort, and when they approach the ideal, it results in pleasure. The emotion map can be generated, for example, based on Dr. Mitsuyoshi's emotion map (Research on a system for analyzing brain physiological signals of speech emotion recognition and emotion, Tokushima University, doctoral dissertation: https: / / ci.nii.ac.jp / naid / 500000375379). The left half of the emotion map contains emotions belonging to a region called "response," where sensation is dominant. The right half of the emotion map contains emotions belonging to a region called "situation," where situational awareness is dominant.
[0787] The emotion map defines two emotions that promote learning. One is the emotion around the middle of the negative "repentance" and "reflection" on the situation side. In other words, it is when the robot experiences negative emotions such as "I never want to feel this way again" or "I don't want to be scolded again." The other is the emotion around the positive "desire" on the reaction side. In other words, it is when the robot has positive feelings such as "I want more" or "I want to know more."
[0788] The emotion identification model 59 inputs user input into a pre-trained neural network, obtains emotion values representing each emotion shown in the emotion map 400, and determines the user's emotion. This neural network is pre-trained based on multiple training data sets, which are combinations of user input and emotion values representing each emotion shown in the emotion map 400. Furthermore, this neural network is trained so that emotions located close together have similar values, as shown in the emotion map 900 in Figure 10. Figure 10 shows an example where multiple emotions such as "reassured," "calm," and "confident" have similar emotion values.
[0789] The above description primarily focuses on the functions of the data processing device 12 in relation to this disclosure. However, the system related to this disclosure is not necessarily implemented on a server. The system related to this disclosure may be implemented as a general information processing system. This disclosure may be implemented, for example, as a software program that runs on a personal computer or as an application that runs on a smartphone. The method related to this disclosure may be provided to users in SaaS (Software as a Service) format.
[0790] In the above embodiment, an example was given in which a specific process is performed by a single computer 22. However, the technology of this disclosure is not limited thereto, and a distributed processing of the specific process may be performed by multiple computers, including computer 22. For example, a data generation model 58 may be provided in an external device of the data processing device 12, and the external device may generate data according to the input data.
[0791] In the above embodiment, an example was given in which the specific processing program 56 is stored in the storage 32, but the technology of this disclosure is not limited thereto. For example, the specific processing program 56 may be stored in a portable, computer-readable, non-temporary storage medium such as a USB (Universal Serial Bus) memory. The specific processing program 56 stored in the non-temporary storage medium is installed in the computer 22 of the data processing device 12. The processor 28 executes specific processing according to the specific processing program 56.
[0792] Alternatively, the specific processing program 56 may be stored in a storage device such as a server connected to the data processing device 12 via the network 54, and the specific processing program 56 may be downloaded and installed on the computer 22 in response to a request from the data processing device 12.
[0793] Furthermore, it is not necessary to store the entirety of the specific processing program 56 in a storage device such as a server connected to the data processing device 12 via the network 54, or to store the entirety of the specific processing program 56 in the storage 32; it is acceptable to store only a portion of the specific processing program 56.
[0794] The following types of processors can be used as hardware resources to perform specific processing. Examples of processors include a CPU, a general-purpose processor that functions as a hardware resource to perform specific processing by executing software, i.e., a program. Other examples of processors include dedicated electrical circuits, such as FPGAs (Field-Programmable Gate Arrays), PLDs (Programmable Logic Devices), or ASICs (Application Specific Integrated Circuits), which have circuit configurations specifically designed to perform specific processing. All of these processors have built-in or connected memory, and all of them perform specific processing by using memory.
[0795] The hardware resource that performs a specific process may consist of one of these various processors, or it may consist of a combination of two or more processors of the same or different types (for example, a combination of multiple FPGAs, or a combination of a CPU and an FPGA). Alternatively, the hardware resource that performs a specific process may consist of a single processor.
[0796] Examples of configurations using a single processor include, firstly, a configuration in which one or more CPUs and software are combined to form a single processor, and this processor functions as a hardware resource that performs a specific process. Secondly, there is a configuration using a processor that realizes the functions of the entire system, including multiple hardware resources that perform a specific process, on a single IC chip, as exemplified by SoCs (System-on-a-chip). In this way, a specific process is realized using one or more of the above types of processors as hardware resources.
[0797] Furthermore, the hardware structure of these various processors can more specifically utilize electrical circuits that combine circuit elements such as semiconductor devices. Also, the specific processing described above is merely an example. Therefore, it goes without saying that unnecessary steps can be deleted, new steps added, or the processing order rearranged, as long as it does not deviate from the main purpose.
[0798] The descriptions and illustrations presented above are detailed explanations of the technical aspects of this disclosure and are merely examples of the technical aspects. For example, the above descriptions of the structure, function, operation, and effect are examples of the structure, function, operation, and effect of the technical aspects of this disclosure. Therefore, it goes without saying that you may delete unnecessary parts, add new elements, or replace elements in the descriptions and illustrations presented above, as long as you do not deviate from the essence of the technical aspects of this disclosure. Furthermore, in order to avoid confusion and facilitate understanding of the technical aspects of this disclosure, explanations of common technical knowledge and the like that do not require special explanation to enable the implementation of the technical aspects of this disclosure have been omitted from the descriptions and illustrations presented above.
[0799] All documents, patent applications, and technical standards described herein are incorporated by reference to the same extent as if each individual document, patent application, and technical standard were specifically and individually noted to be incorporated by reference.
[0800] The following is further disclosed regarding the embodiments described above.
[0801] (Claim 1)
[0802] A means of collecting and learning about tax laws and regulations,
[0803] Means for obtaining financial information from users,
[0804] A means of extracting the key decision points necessary for tax calculation based on the acquired financial information,
[0805] A means of notifying the user of decision points and receiving instructions,
[0806] The means for calculating the final tax amount, filing, paying taxes, and receiving refunds,
[0807] Means for notifying the user of the calculation results,
[0808] A system that includes this.
[0809] (Claim 2)
[0810] The system according to claim 1, further comprising means for verifying the application of preferential tax treatment and optimizing tax calculations based on user instructions.
[0811] (Claim 3)
[0812] The system according to claim 1, further comprising security means for securely transmitting and storing financial and legal information.
[0813] "Example 1"
[0814] (Claim 1)
[0815] Methods for collecting legal information and learning using machine learning algorithms,
[0816] A device for obtaining information about documents from the user,
[0817] A means for extracting the judgment elements necessary for measurement based on the information in the acquired documents,
[0818] A device for notifying the user of decision-making factors and receiving instructions,
[0819] A device for calculating, reporting, and managing the final measurement results,
[0820] A device for reporting calculation results to the user,
[0821] A system that includes this.
[0822] (Claim 2)
[0823] The system according to claim 1, further comprising means for confirming the application of a specific system and optimizing measurements based on user instructions.
[0824] (Claim 3)
[0825] The system according to claim 1, further comprising protective means for securely transmitting and storing information relating to documents and legal information.
[0826] "Application Example 1"
[0827] (Claim 1)
[0828] A means of collecting and learning about tax laws and regulations,
[0829] Means for obtaining financial information from users,
[0830] A means of extracting the key decision points necessary for tax calculation based on the acquired financial information,
[0831] A means of notifying the user of decision points and receiving instructions,
[0832] The means for calculating the final tax amount, filing, paying taxes, and receiving refunds,
[0833] Means for notifying the user of the calculation results,
[0834] A means for automatically generating financial records using video information acquired by a camera,
[0835] A means of encrypting and securely transmitting acquired financial records,
[0836] A means to analyze the applicability of preferential tax treatment based on aggregated financial information,
[0837] A system that includes this.
[0838] (Claim 2)
[0839] The system according to claim 1, further comprising means for verifying the application of preferential tax treatment and optimizing tax calculations based on user instructions.
[0840] (Claim 3)
[0841] The system according to claim 1, further comprising security means for securely transmitting and storing financial and legal information.
[0842] "Example 2 of combining an emotion engine"
[0843] (Claim 1)
[0844] A means of collecting and learning about tax regulations,
[0845] Means for obtaining economic information from users,
[0846] A means of extracting the benchmark points necessary for tax calculation based on acquired economic information,
[0847] A means of notifying users of reference points and receiving instructions,
[0848] The means for calculating the final tax amount, filing, paying taxes, and receiving refunds,
[0849] Means for notifying the user of the calculation results,
[0850] A means for recognizing the user's emotional state and dynamically adjusting the interface based on that state,
[0851] A means of providing appropriate instructions and advice based on the user's emotional state,
[0852] A system that includes this.
[0853] (Claim 2)
[0854] The system according to claim 1, further comprising means for confirming the application of preferential tax treatment and optimizing tax calculations based on user instructions.
[0855] (Claim 3)
[0856] The system according to claim 1, further comprising security means for securely transmitting and storing economic and regulatory information.
[0857] "Application example 2 when combining with an emotional engine"
[0858] (Claim 1)
[0859] A means of collecting and learning about tax laws and regulations,
[0860] Means for obtaining financial information from users,
[0861] A means of extracting the key decision points necessary for tax calculation based on the acquired financial information,
[0862] A means of notifying the user of decision points and receiving instructions,
[0863] The means for calculating the final tax amount, filing, paying taxes, and receiving refunds,
[0864] Means for notifying the user of the calculation results,
[0865] A means for determining the user's emotional state using emotion recognition technology and adjusting the information provision method based on that determination,
[0866] A means of providing advice tailored to the emotional state of users when they engage in e-commerce,
[0867] A system that includes this.
[0868] (Claim 2)
[0869] The system according to claim 1, further comprising means for verifying the application of preferential tax treatment and optimizing tax calculations based on user instructions, and means for making purchase suggestions based on the user's emotional state during electronic transactions.
[0870] (Claim 3)
[0871] The system according to claim 1, further comprising security measures for securely transmitting and storing financial and legal information, and protective measures for securely handling user emotional data. [Explanation of Symbols]
[0872] 10, 210, 310, 410 Data Processing Systems 12 Data Processing Devices 14 Smart Devices 214 Smart Glasses 314 Headset-type terminal 414 Robots< / url:> < / url:> < / url:> < / url:>
Claims
1. A means of collecting and learning about tax laws and regulations, Means for obtaining financial information from users, A means of extracting the key decision points necessary for tax calculation based on the acquired financial information, A means of notifying the user of decision points and receiving instructions, The means for calculating the final tax amount, filing, paying taxes, and receiving refunds, Means for notifying the user of the calculation results, A means for automatically generating financial records using video information acquired by a camera, A means of encrypting and securely transmitting acquired financial records, A means to analyze the applicability of preferential tax treatment based on aggregated financial information, A system that includes this.
2. The system according to claim 1, further comprising means for confirming the application of preferential tax treatment and optimizing tax calculations based on user instructions.
3. The system according to claim 1, further comprising security means for securely transmitting and storing financial information and legal information.