Machine Learning Advisor Pairing System

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Solution Overview

Problem

Users face challenges in finding suitable informed advisors due to the inundation of conflicting viewpoints and opinions across various fields, leading to frustration in identifying an advisor who can effectively address their issues.

Innovation Solution

A system and method that utilize a computing device to obtain user features, receive informed advisor elements, and generate grouping elements through a machine-learning process, determining compatible pairings to enhance user features by grouping informed advisors based on advisor review scores and compatibility.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If users access multiple informed advisors across various fields, then they can obtain diverse viewpoints and opinions, but they face inundation of conflicting viewpoints leading to frustration and difficulty in finding a suitable advisor

Engineering Contradiction:
Improveaccess to diverse viewpointsVSAvoidease of finding suitable advisor
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent introduces a machine learning-based grouping element as an intermediary that processes and organizes diverse advisor information. This grouping element automatically synthesizes conflicting viewpoints and opinions from multiple advisors, presenting them in a structured manner that reduces user frustration while maintaining access to diverse perspectives.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system changes the parameter of information organization by using machine learning to dynamically group advisor elements based on relevance and compatibility. This transforms the raw, conflicting information into organized groups that are easier to navigate, directly addressing the ease of operation issue while preserving adaptability.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If the system provides detailed advisor information and reviews, then users can make informed decisions, but the complexity of processing and presenting this information increases

Engineering Contradiction:
Improveinformed decision makingVSAvoidinformation processing complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The machine learning system performs self-service by automatically processing, analyzing, and grouping advisor information without requiring manual intervention. The system autonomously generates grouping elements that organize detailed advisor data, maintaining reliability while reducing the operational complexity for users.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual information processing mechanisms with machine learning algorithms. Instead of users manually evaluating detailed advisor information, the machine learning system automatically processes and groups the data, significantly reducing the mechanical complexity of information handling while preserving decision-making reliability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Measurement precision

If users manually evaluate multiple advisors to find a suitable match, then they can ensure compatibility, but the time and effort required increases significantly

Engineering Contradiction:
Improveadvisor compatibility accuracyVSAvoidtime to find suitable advisor
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary action by pre-processing and grouping advisor information using machine learning before users need to make decisions. The grouping elements are generated in advance, organizing compatibility information so that users can quickly identify suitable advisors without manual evaluation, thus reducing time loss while maintaining measurement precision.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The machine learning system creates simplified copies of complex advisor profiles in the form of grouping elements. These grouping elements capture the essential compatibility information without requiring users to analyze complete detailed profiles, significantly reducing evaluation time while preserving the accuracy of compatibility assessment.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS11928561B2Methods and systems for grouping informed advisor pairings
Publication Date: 2024.03.12 KPN INNOVATIONS LLC
  • US11928561B2 patent drawing
  • US11928561B2 patent drawing
  • US11928561B2 patent drawing

AI summary

A system for customizing informed advisor pairings, the system including a computing device. The computing device is configured to identify a user feature wherein the user feature contains a user biological extraction. The computing device is configured to generate using element training data and using a first machine-learning algorithm a first machine-learning model that outputs advisor elements. The computing device receives an informed advisor element relating to an informed advisor. The computing device determines using output advisor elements whether an informed advisor is compatible for a user.