Embedding-Based Electronic Catalog Mapping for Tenant-Specific Services

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing electronic catalog management systems fail to accurately reflect tenant-specific services and materials provided by service technicians, leading to inaccurate tracking of inventory and services.

Innovation Solution

A system utilizing machine learning models to generate primary and secondary embeddings that link generic and tenant-specific line items, enabling accurate mapping and display of tenant-specific materials and services during invoice generation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a generic electronic catalog is used for service jobs, then broad service coverage is achieved, but tenant-specific materials and services cannot be accurately tracked

Engineering Contradiction:
Improveservice coverageVSAvoidinventory tracking accuracy
Core Design Contradiction:
Adaptability or versatilityVSMeasurement precision

Solution Approach 1:

The system segments the catalog into generic line items (broad categories) and tenant-specific line items (detailed subcategories). Each generic line item can be associated with multiple tenant-specific line items, allowing the system to maintain broad service coverage while accurately tracking tenant-specific materials and services through this hierarchical segmentation structure.

Inventive Principle:
Principle #1Segmentation

2Measurement precision

If manual mapping of tenant-specific items to generic catalog entries is performed, then inventory tracking accuracy is improved, but time consumption and operational complexity increase

Engineering Contradiction:
Improveinventory tracking accuracyVSAvoidmapping time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system implements self-service automated mapping using machine learning models that automatically match tenant-specific line items to generic line items based on their descriptions and attributes. This eliminates the need for manual mapping while maintaining high accuracy, as the ML models autonomously perform the matching task by analyzing textual similarities and structural relationships between items.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system transforms the mapping problem from a manual categorization task to an automated computational task by changing the parameters from human judgment to machine learning algorithms. The ML models process item descriptions, attributes, and relationships to automatically determine the appropriate mappings, significantly reducing time consumption while maintaining or improving accuracy.

Inventive Principle:
Principle #35Parameter changes

3Productivity

If automated machine learning mapping is implemented, then mapping speed is improved, but system complexity increases

Engineering Contradiction:
Improvemapping speedVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system introduces an intermediary layer of machine learning models that act as mediators between the generic catalog and tenant-specific items. These ML models handle the complex mapping logic, allowing the rest of the system to remain relatively simple. The intermediary layer absorbs the complexity of automated matching while providing clean, standardized outputs to the rest of the system.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS20250335864A1Systems and methods for electronic catalog management
Publication Date: 2025.10.30 SERVICETITAN INC
  • US20250335864A1 patent drawing
  • US20250335864A1 patent drawing
  • US20250335864A1 patent drawing

AI summary

Methods and systems for electronic catalog management are disclosed. A primary embedding is generated using a machine learning model. The primary embedding is associated with a generic line item corresponding to a service job to be performed by a tenant. A plurality of secondary embeddings is generated using the machine learning model. Each of the plurality of secondary embeddings is associated with a tenant-specific line item from a plurality of tenant-specific line items. Based on comparing the primary embedding to each of the plurality of secondary embeddings, a subset of the tenant-specific line items that corresponds to the generic line item is determined. In response to receiving, at a user device associated with the tenant, input data indicating that the service job is to be performed by the tenant for a customer, display of the subset of the tenant-specific line items that corresponds to the generic line item is caused.