Dynamic Form with ML for Eligibility Determination

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Solution Overview

Problem

Current form development and maintenance processes are inefficient due to redundancy, lack of awareness, and high administrative costs, particularly in government agencies providing social protections, where numerous forms require repetitive data entry and complex eligibility determinations.

Innovation Solution

The implementation of machine learning (ML) techniques to create dynamic forms that adapt to user needs by selectively presenting relevant questions based on previous answers and user data, using trained ML models to determine eligibility for benefits and streamline the form-filling process.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional static forms are used for each benefit, then complete data collection for eligibility determination is achieved, but user experience deteriorates due to redundant data entry and multiple roundtrips

Engineering Contradiction:
Improveuser experienceVSAvoidtime for data entry
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent implements dynamic forms that adapt their content based on user responses and pre-existing data. The form structure changes dynamically to display only relevant questions, eliminating redundancy. This is achieved through a system that evaluates user inputs against eligibility criteria and adjusts the form in real-time, transforming static forms into adaptive, context-aware interfaces.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system performs preliminary actions by pre-populating forms with user's existing data from databases before the user submits the form. This advance preparation reduces the amount of manual data entry required and eliminates multiple roundtrips, as the form is partially or fully completed based on previously collected information.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If individual forms are created for each benefit, then specific data requirements for each benefit are met, but development and maintenance costs increase

Engineering Contradiction:
Improveeligibility determination accuracyVSAvoidform development cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent creates a universal dynamic form system that can handle multiple benefit types through a single adaptable interface. Instead of developing separate static forms for each benefit, the system uses a core form framework that dynamically configures itself based on the benefit type and user responses. This multi-functional approach maintains eligibility determination accuracy while significantly reducing development and maintenance costs.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system changes parameters dynamically based on the specific benefit being applied for and user responses. Form parameters such as displayed questions, required fields, and validation rules are adjusted in real-time, allowing a single form template to serve multiple benefit types with different data requirements without compromising accuracy.

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If comprehensive forms are provided for all possible benefits, then all eligibility scenarios are covered, but form complexity and difficulty of maintenance increase

Engineering Contradiction:
Improvecoverage of eligibility scenariosVSAvoidform structure complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent segments the comprehensive form into modular components or blocks that can be independently configured and displayed. Instead of presenting one large complex form, the system divides questions into logical sections that are displayed dynamically based on user needs. This segmentation maintains comprehensive coverage of eligibility scenarios while reducing perceived complexity and improving usability.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11580440B2Dynamic form with machine learning
Publication Date: 2023.02.14 SAP SE
  • US11580440B2 patent drawing
  • US11580440B2 patent drawing
  • US11580440B2 patent drawing

AI summary

Methods, computer-readable media and systems are disclosed for building, deploying, operating, and maintaining an intelligent dynamic form in which a trained machine learning (ML) model is embedded. A universe of questions is associated with a plurality of output classifiers, which could represent eligibilities for respective benefits. The questions are partitioned into blocks. Each block can be associated with one or more of the classifiers, and each classifier can have a dependency on one or more blocks. An ML model is trained to make inferences from varied combinations of responses to questions and pre-existing data, and determine probabilities or predictions of values of the output classifiers. Based on outputs of the trained model, blocks of questions can be selectively rendered. The trained model is packaged with the question blocks and other components suitably for offline deployment. Uploading collected responses and maintenance of the dynamic form are also disclosed.