AI Document Generation With Feedback-Driven Client Tailoring

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Solution Overview

Problem

The process of creating tailored documents, such as tax organizers, for individuals is time-intensive and error-prone, especially for professionals with a large client base, as it involves manually searching and modifying existing questionnaires.

Innovation Solution

An artificial intelligence model is trained using supervised learning with input features from multiple individuals, generating content tailored to each individual, and iteratively improved through user feedback to enhance relevance and accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a professional manually creates questionnaires for each client, then the document can be tailored to the individual, but the process becomes time-intensive and error-prone

Engineering Contradiction:

Improvedocument tailoringVSAvoidquestionnaire creation time

Core Design Contradiction:

Adaptability or versatilityVSLoss of time

Solution Approach 1:

The system uses template-based questionnaires that can be copied and automatically adapted for different clients. The template contains standardized question structures that are replicated for each client while incorporating client-specific data through automated parameter substitution, eliminating the need for manual creation of each questionnaire from scratch.

Inventive Principle:

Principle #26Copying

Solution Approach 2:

The system automatically modifies questionnaire parameters based on client-specific data. Input data such as client name, tax year, and other individualizing parameters are automatically substituted into the template, generating customized questionnaires without manual intervention. This parameter substitution process enables rapid adaptation while maintaining consistency.

Inventive Principle:

Principle #35Parameter changes

2Adaptability or versatility

If a professional manually searches for and modifies prior questionnaires, then the document can be customized, but the process becomes error-prone

Engineering Contradiction:

Improvedocument customizationVSAvoiderror rate

Core Design Contradiction:

Adaptability or versatilityVSReliability

Solution Approach 1:

The system performs self-service customization by automatically processing client data and generating customized questionnaires without requiring professional intervention. The automated system extracts relevant information from client data sources and independently populates the questionnaire templates, eliminating human errors associated with manual copying and modification.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The system replaces the mechanical process of manual searching, copying, and modifying questionnaires with an automated computational system. Data extraction, template processing, and parameter substitution are performed through programmed algorithms that consistently apply business rules, eliminating the variability and errors inherent in manual operations.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

3Adaptability or versatility

If a professional creates multiple different questionnaires for a large client base, then each client receives customized service, but the professional workload increases significantly

Engineering Contradiction:

Improveclient-specific customizationVSAvoidquestionnaire creation throughput

Core Design Contradiction:

Adaptability or versatilityVSProductivity

Solution Approach 1:

The system uses a universal template framework that can serve multiple clients across different industries and situations. A single master template structure can be adapted for various client types through parameter substitution, allowing one questionnaire design to serve multiple purposes and clients, thereby reducing the total number of unique questionnaires that need to be created.

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system performs preliminary actions by pre-configuring template questionnaires with standardized structures and business rules before they are needed for specific clients. This preparation allows the system to rapidly generate customized questionnaires for new clients by simply substituting parameters, rather than creating questionnaires from scratch for each client.

Inventive Principle:

Principle #10Preliminary action

Data Source

PatentUS20250356112A1Artificial intelligence based approach for automatically generating content for a document for an individual

Publication Date: 2025.11.20 INTUIT INC

AI summary

A method for automatically generating content for a document for an individual includes providing input data to a trained artificial intelligence model. The input data includes a plurality of input features specific to the individual, and the trained artificial intelligence model is trained through a supervised learning process using training data that includes a plurality of input features for each of a plurality of individual other than the individual for whom the document is being created. The method includes receiving output data from the artificial intelligence model that is based, at least in part, on the input data and includes the content the artificial intelligence model automatically generated for the document for the individual. The method includes receiving user feedback on the content automatically generated by the artificial intelligence model and generating updated training data for the artificial intelligence model based, at least in part, on the user feedback.