Embedding-Based Miscategorization Detection

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Solution Overview

Problem

Existing systems face challenges in efficiently identifying and correcting miscategorizations in categorization problems, particularly when relying on manual or automated methods that may lead to errors due to incomplete or misleading descriptions.

Innovation Solution

A computer-implemented method and system that utilizes natural language processing (NLP) to generate embeddings for categorized objects, clusters them based on similarity, and compares different descriptions to identify miscategorizations, generating alerts for such errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If manual categorization methods are used, then flexibility in handling diverse objects is improved, but error rate increases due to human oversight and misleading descriptions

Engineering Contradiction:
ImproveflexibilityVSAvoiderror rate
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent introduces an automated review system that acts as an intermediary between manual categorization and final categorization results. This system uses NLP models to analyze descriptions, generate embeddings, and identify potential miscategorizations before finalizing categorizations, thereby reducing errors while preserving manual flexibility

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback mechanisms where categorization results are reviewed and validated through automated analysis. The NLP-based review system provides feedback on potential errors, allowing manual categorizers to correct issues and improve accuracy over time

Inventive Principle:
Principle #23Feedback

2Measurement precision

If automated NLP-based review is implemented, then categorization accuracy is improved, but computational resources and processing time increase

Engineering Contradiction:
Improvecategorization accuracyVSAvoidcomputational resources
Core Design Contradiction:
Measurement precisionVSUse of energy by moving object

Solution Approach 1:

The system applies partial review action by not reviewing all categorizations equally. Instead, it prioritizes reviewing categorizations that are more likely to contain errors or are more critical, thereby reducing overall computational burden while maintaining high accuracy for important cases

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system performs preliminary filtering and analysis before full NLP review. By pre-processing data and identifying high-risk categorizations first, it reduces the computational load on the main NLP review system while maintaining high accuracy

Inventive Principle:
Principle #10Preliminary action

3Reliability

If comprehensive description analysis is performed, then miscategorization detection capability is improved, but system complexity increases

Engineering Contradiction:
Improvemiscategorization detection capabilityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments the complex task of miscategorization detection into multiple independent modules: description analysis, embedding generation, similarity comparison, and error identification. Each module handles a specific aspect of the problem, making the overall system more manageable and maintainable

Inventive Principle:
Principle #1Segmentation

Data Source

PatentEP4535196A1Identification and alert generation for miscategorizations in categorization problems
Publication Date: 2025.04.09 INTUIT INC
  • EP4535196A1 patent drawingFigure 1
  • EP4535196A1 patent drawingFigure 2
  • EP4535196A1 patent drawingFigure 3

AI summary

Systems and methods are disclosed for managing categorization problem solutions and identifying miscategorizations. The identification of a miscategorization of an object is based on the object's first embedding being different than the first embeddings of other objects in a cluster. The objects in the cluster are clustered together based on second embeddings of the objects, with the first embedding generated based on a first description associated with an object and the second embedding generated based on a second description associated with the object. As such, while the clustering of second embeddings may initially indicate that the objects in the cluster are similar, the comparison between first embeddings of the objects in the cluster (such as calculating a distance between a first embedding and a center of the cluster based on the first embeddings) can confirm whether an object in the cluster is different and thus is potentially miscategorized.