Advice Planner for Personalized Action Plans and Feedback Learning

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Solution Overview

Problem

Current advice systems lack personalization, adaptability, and user-friendly communication, often providing generic advice that fails to align with individual user needs and circumstances, leading to irrelevant or impractical recommendations.

Innovation Solution

An advice system utilizing machine learning techniques to generate customized advice plans by mapping actions to user-specific states, continuously learning from interactions, and optimizing health scores to suggest actions that improve company performance, incorporating elements like large language models and advice planners to provide actionable and understandable recommendations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If generic or one-size-fits-all advice is provided, then the system is simple to implement, but the advice becomes irrelevant to individual user needs

Engineering Contradiction:
Improvepersonalization of adviceVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The advice system segments users into different profiles based on their characteristics, needs, and circumstances. By dividing the user base into distinct segments, the system can provide personalized advice tailored to each segment's specific requirements, thereby improving adaptability without requiring complete customization for every individual user.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system dynamically adapts its advice generation process by incorporating machine learning techniques that continuously learn from user interactions and feedback. This dynamic adaptation allows the system to evolve its personalization capabilities over time, improving adaptability while managing complexity through iterative learning rather than static complex rule sets.

Inventive Principle:
Principle #15Dynamics

2Adaptability or versatility

If static models or predefined rules are used, then the system is easy to maintain, but the advice becomes outdated and fails to adapt to changing conditions

Engineering Contradiction:
Improveadaptability to changing conditionsVSAvoidease of maintenance
Core Design Contradiction:
Adaptability or versatilityVSEase of manufacture

Solution Approach 1:

The system incorporates feedback mechanisms that continuously monitor user interactions, outcomes, and changing conditions. This feedback loop enables the machine learning models to automatically update and refine their recommendations, ensuring the advice remains current and adaptive to new information without requiring manual system reconfiguration or maintenance.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The machine learning models perform self-updating and self-optimization by automatically learning from new data and interactions. This self-service capability allows the system to maintain its adaptability autonomously, reducing the need for manual maintenance while continuously improving its performance and relevance to changing conditions.

Inventive Principle:
Principle #25Self-service

3Measurement precision

If technical or complex jargon is used in advice presentation, then precise communication is achieved, but non-experts find it difficult to understand and act upon

Engineering Contradiction:
Improveprecision of adviceVSAvoidunderstandability for non-experts
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The system applies local quality by adapting the language and presentation style of advice to match the specific user's expertise level and preferences. Different users receive advice formatted with appropriate technical depth, explanations, and contextual information tailored to their individual understanding capabilities, thereby maintaining precision while improving understandability for each user segment.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS20260037902A1Advice planner
Publication Date: 2026.02.05 INTUIT INC
  • US20260037902A1 patent drawing
  • US20260037902A1 patent drawing
  • US20260037902A1 patent drawing

AI summary

At least one processor may receive an advice of a user. The at least one processor may generate a first health score of the advice state. The at least one processor may determine a first action by optimizing a likelihood of improving the first health score, wherein the first action is one of a plurality of actions in an advice library. The at least one processor may generate an action plan including the advice state and the first action. The at least one processor may generate a second health score responsive to the selection. The at least one processor may be trained based on the second health score.