Machine Learning Insight Extraction from Documents

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Solution Overview

Problem

Users often lack the time or ability to review entire documents, and existing systems do not automatically highlight insights for quick review.

Innovation Solution

A device with processors and memory, configured to perform natural language processing and utilize multiple machine learning models to identify and categorize insights in document information, generating an insight document for display.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If users review entire documents to identify insights, then measurement precision of insights is improved, but loss of time increases

Engineering Contradiction:
Improveinsight identification accuracyVSAvoiddocument review time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system extracts only the essential insight elements (subject, object, relationship, significance) from documents using NLP and machine learning models, presenting them in condensed formats like bullet points or tables. This extraction approach maintains insight accuracy while eliminating the need for users to read entire documents, directly resolving the time loss problem.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system creates simplified copies of document insights in alternative formats (structured data, summaries, key point lists) that preserve the essential information while being much faster to consume. These copied representations allow users to grasp insights without processing the original full document text.

Inventive Principle:
Principle #26Copying

2Productivity

If automated insight identification systems are implemented, then productivity is improved, but device complexity increases

Engineering Contradiction:
Improveinsight extraction efficiencyVSAvoidsystem architecture complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the insight identification process into distinct functional modules: NLP preprocessing, machine learning classification, insight element extraction, and result formatting. Each module handles a specific task independently, which improves overall productivity through specialized processing while managing complexity through modular design that allows independent development and maintenance of each component.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces intermediary components such as trained machine learning models and NLP processing layers that mediate between the raw document input and the final insight output. These intermediaries automate the complex analysis tasks, improving productivity while encapsulating complexity within the intermediary layers rather than requiring complex user-side processing.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If multiple machine learning models are utilized for insight categorization, then measurement precision is improved, but use of energy increases

Engineering Contradiction:
Improveinsight categorization accuracyVSAvoidcomputational energy consumption
Core Design Contradiction:
Measurement precisionVSUse of energy by moving object

Solution Approach 1:

The system performs preliminary actions by pre-training machine learning models offline and pre-processing documents through NLP pipelines before insight identification. This preliminary preparation work, done when computational resources are more readily available, improves categorization accuracy while reducing the energy burden during actual user interactions, as the heavy lifting has already been completed in advance.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12242942B2Utilizing machine learning models to identify insights in a document
Publication Date: 2025.03.04 CAPITAL ONE SERVICES LLC
  • US12242942B2 patent drawing
  • US12242942B2 patent drawing
  • US12242942B2 patent drawing

AI summary

A device receives document information associated with a document, and receives a request to identify insights in the document information. The device performs, based on the request, natural language processing on the document information to identify words, phrases, and sentences in the document information, and utilizes a first machine learning model with the words, the phrases, and the sentences to identify information indicating abstract insights, concrete insights, and non-insights in the document. The device utilizes a second machine learning model to match the abstract insights with particular concrete insights that are different than the concrete insights, and utilizes a third machine learning model to determine particular insights based on the non-insights. The device generates an insight document that includes the concrete insights, the abstract insights matched with the particular concrete insights, and the particular insights determined based on the non-insights.