AI Billing Audit for Client Guideline Compliance

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Solution Overview

Problem

Existing invoice generation systems lack the ability to enforce compliance with client-specific billing guidelines, requiring manual programming and review, which is inefficient and time-consuming.

Innovation Solution

A system utilizing artificial intelligence (AI) to audit billing invoices against predefined guidelines, identifying non-compliant entries and providing recommendations for correction, thereby ensuring compliance without manual intervention.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If manual programming and review are used to ensure compliance with billing guidelines, then compliance accuracy is improved, but time consumption and operational complexity increase

Engineering Contradiction:

Improvecompliance accuracyVSAvoidtime consumption

Core Design Contradiction:

Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent replaces manual programming and review processes with an AI-based system that automatically audits billing entries against guidelines. The AI model analyzes billing entries, identifies non-compliance issues, and generates recommendations, eliminating the need for manual intervention while maintaining high compliance accuracy.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service compliance auditing where the AI model independently evaluates billing entries against provided guidelines without requiring human involvement in the audit process. The system automatically detects issues and provides corrective recommendations, allowing the billing system to self-verify compliance.

Inventive Principle:

Principle #25Self-service

2Manufacturing precision

If manual programming is required to customize invoices for specific clients, then compliance with client-specific guidelines is improved, but device complexity and ease of operation deteriorate

Engineering Contradiction:

Improvecompliance with client guidelinesVSAvoidease of operation

Core Design Contradiction:

Manufacturing precisionVSEase of operation

Solution Approach 1:

The patent replaces manual programming of client-specific guidelines with an AI model that automatically interprets and applies client billing guidelines. The system accepts billing guidelines as input data, processes them through the AI model, and generates compliant billing entries without requiring users to program custom rules.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system changes the approach from programming-based customization to data-based customization. Instead of requiring users to write code for client-specific requirements, the system accepts billing guidelines as data parameters and uses the AI model to transform these parameters into compliant billing entries automatically.

Inventive Principle:

Principle #35Parameter changes

3Stability of the object's composition

If existing invoice generation software is used, then standardization of billing entries is improved, but adaptability to client-specific billing guidelines deteriorates

Engineering Contradiction:

Improvestandardization of billing entriesVSAvoidadaptability to client guidelines

Core Design Contradiction:

Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The patent creates a universal AI-based compliance auditing system that can adapt to multiple client-specific billing guidelines while maintaining standardized billing entry formats. The AI model serves multiple functions: it validates compliance, identifies issues, and generates recommendations, making the system versatile across different client requirements.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system introduces dynamic adaptability through the AI model that can learn and adapt to different client billing guidelines. Unlike static software that requires programming for each client, the AI model dynamically processes new billing guidelines and adjusts its auditing behavior accordingly, maintaining standardization while improving adaptability.

Inventive Principle:

Principle #15Dynamics

Data Source

PatentUS12579559B2Systems and methods for using artificial intelligence to audit documents for compliance with guidelines

Publication Date: 2026.03.17 HEWLETT JR JOHN REED

AI summary

A method for auditing for billing compliance through artificial intelligence includes: training an artificial intelligence (AI) engine using one or more one or more billing guidelines; receiving a billing entry including a reference identifier, amount, and description; instructing the AI engine to audit the billing entry using the billing guidelines; receiving a notification from the AI engine that includes at least one issue of noncompliance, billing guidelines associated with each issue of noncompliance, and at least one recommended revision for each issue of noncompliance; prompting, for each issue of noncompliance in the received notification, a user for acceptance a recommended revision or entry of a user-provided revision; updating the billing entry based on a result of the prompting for each issue of noncompliance; and submitting the updated billing entry for payment.