Machine Learning Report Summarization to Reduce Manual Effort

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Solution Overview

Problem

Generating summary reports from extensive base reports in organizations involves significant manual effort and time-consuming processes, as managers often need to manually reduce the volume of reported information.

Innovation Solution

Applying a trained machine learning model to identify and generate summary reports by selecting relevant content from base reports, using data classification and generative AI to create natural language summaries, charts, and graphs tailored to different hierarchical levels in an organization.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If manual summarization is used to reduce information volume, then report accuracy and relevance are improved, but time consumption and manual effort increase significantly

Engineering Contradiction:
Improveinformation volumeVSAvoidtime consumption
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent introduces a machine learning model as an intermediary between the base reports and the summary report. The model automatically identifies and extracts relevant content from multiple base reports, serving as a mediator that reduces manual effort while maintaining information quality. This resolves the contradiction by automating the summarization process without sacrificing relevance.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical manual summarization process with an automated machine learning system. The ML model performs content identification, extraction, and synthesis tasks that were previously done manually, thereby eliminating the trade-off between manual effort and time consumption while maintaining or improving information quality.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Loss of information

If extensive base reports are compiled to ensure comprehensive information, then report completeness is improved, but processing complexity and time increase

Engineering Contradiction:
Improveinformation completenessVSAvoidprocessing complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent extracts only the essential and relevant content from extensive base reports using a machine learning model. Instead of processing and compiling all information from base reports, the system identifies and extracts key elements that maintain completeness while reducing processing complexity. This selective extraction resolves the contradiction between comprehensive information and processing complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent applies different processing qualities to different parts of the base reports. The machine learning model identifies regions of high importance and extracts detailed information from those areas while summarizing or omitting less critical sections. This localized quality approach ensures comprehensive coverage of important information while reducing overall processing complexity.

Inventive Principle:
Principle #3Local quality

3Reliability

If manual report assembly is performed to maintain data confidentiality and customization, then data security and user needs alignment are improved, but productivity decreases

Engineering Contradiction:
Improvedata confidentialityVSAvoidreport generation speed
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent implements a system where the machine learning model automatically handles content selection and summary generation, making the system self-sufficient for the summarization task. The model inherently maintains data confidentiality by processing only authorized base reports and generates customized summaries without requiring manual intervention. This automation resolves the contradiction between data security, customization, and productivity.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS20250225428A1Content Generation With Machine Learning-Augmented Summarization
Publication Date: 2025.07.10 ORACLE INT CORP
  • US20250225428A1 patent drawing
  • US20250225428A1 patent drawing
  • US20250225428A1 patent drawing

AI summary

Techniques are described herein that provide machine learning-augmented report summarization. One or more embodiments train and apply a machine learning model to generate a summary report for an entity that is associated with a particular hierarchical level in an organization utilizing base reports from entities at another hierarchical level in the organization. A training data set used for training the machine learning model includes base reports at a particular hierarchical level in the organization and identification of content from the base reports that is to be used for generating a summary report. The machine learning model may then be applied to any set of base reports to generate a corresponding summary report.