Annotated Communication Aggregation for Personalized ML Training

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Solution Overview

Problem

Existing communication systems lack the ability to effectively analyze and utilize contextual information from interactions to align user practices with organizational policies and provide personalized responses, leading to inefficiencies and potential misalignment with regulatory requirements.

Innovation Solution

A machine learning framework that analyzes chat conversations to identify contextual attributes, generates vectorized representations, and labels them with metadata, enabling the training of models to provide personalized responses and detect policy drift, thereby aligning user practices with organizational policies.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If machine learning models are trained on aggregated and annotated communication content, then the ability to provide personalized responses and detect policy drift is improved, but the device complexity and processing requirements increase

Engineering Contradiction:
Improveability to provide personalized responsesVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system segments communication content into discrete annotated items with contextual values, allowing the ML model to process information in manageable units rather than handling the entire communication stream at once. This segmentation reduces the effective complexity of data processing while maintaining comprehensive analysis capability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary annotation and aggregation of communication content before training the ML model. By pre-processing and organizing data into structured annotated formats, the system reduces the complexity burden during model training and enables more efficient personalized response generation.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If machine learning models analyze and annotate interaction content to align with organizational policies, then compliance with regulatory requirements is improved, but the loss of time for data processing and model training increases

Engineering Contradiction:
Improvecompliance with regulatory requirementsVSAvoiddata processing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system continuously aggregates and annotates communication content in real-time, maintaining an updated database of organizational policies and best practices. This continuous process ensures the ML model always has access to current information for compliance analysis, reducing the need for periodic retraining and ensuring timely responses.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The system incorporates feedback loops where the ML model's compliance assessments are reviewed and refined, with results fed back into the annotation process. This feedback mechanism improves compliance accuracy over time while reducing the need for extensive manual review, thereby decreasing overall processing time.

Inventive Principle:
Principle #23Feedback

3Quantity of substance

If communication content is aggregated and annotated with contextual values from multiple interaction sessions, then the quantity of useful training data is improved, but the loss of time for aggregation and annotation processes increases

Engineering Contradiction:
Improvevolume of training dataVSAvoidaggregation and annotation time
Core Design Contradiction:
Quantity of substanceVSLoss of time

Solution Approach 1:

The system employs automated annotation processes where the ML model itself contributes to the annotation of communication content by identifying contextual values and organizing data structures. This self-service approach eliminates the need for manual annotation, significantly reducing the time required to aggregate and prepare training data while maintaining high data quality.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS20250307540A1Training a machine learning model based on aggregating annotated communication content
Publication Date: 2025.10.02 THE TORONTO DOMINION BANK
  • US20250307540A1 patent drawing
  • US20250307540A1 patent drawing
  • US20250307540A1 patent drawing

AI summary

An example operation may include one or more of receiving interaction content from an interaction session between devices of internal participants of a service provider, determining contextual values of the interaction content based on execution of one or more machine learning (ML) models on the interaction content, annotating the interaction content with the contextual values, aggregating the interaction content with previously received and annotated interaction content to generate aggregated content, and training an ML model to output responses from the service provider based on execution of the ML model on the aggregated content.