Multimodal Document Intelligence for Unknown-Type Data Extraction

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Solution Overview

Problem

Existing computer systems struggle with accurate data extraction from documents of unknown types due to the inability to understand documents in a human-like manner, leading to inefficiencies in machine learning models for tasks like document classification and key information extraction.

Innovation Solution

A multimodal multitask machine learning system that uses a feature extractor, token extraction head, document classification model, and confidence head to process and classify documents, leveraging a LayoutLMv2 model for contextual embedding and self-attention mechanisms to enhance training efficiency and accuracy.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional machine learning models are used for data extraction from documents, then the system is simpler to implement, but the accuracy of data extraction is insufficient because computers cannot understand documents in a human-like manner

Engineering Contradiction:
Improveaccuracy of data extractionVSAvoidcomplexity of machine learning system
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent combines multiple machine learning models (feature extractor, token extraction head, document classification model, and confidence head) into an integrated multimodal system. This merging allows the system to simultaneously perform document classification, entity extraction, and confidence scoring, resolving the contradiction by achieving high extraction accuracy through coordinated multi-model processing while managing complexity through unified architecture design.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system implements multi-functionality by enabling a single processing pipeline to handle multiple tasks: document type classification, key information extraction, and accuracy confidence assessment. The feature extractor and subsequent processing heads serve universal purposes across different document types (invoices, receipts, forms), achieving high extraction accuracy without requiring separate specialized systems for each document type.

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

2Measurement precision

If a multimodal multitask machine learning system is implemented to improve data extraction accuracy, then the extraction accuracy improves, but the computational complexity and processing time increase

Engineering Contradiction:
Improveaccuracy of document classification and data extractionVSAvoidprocessing time for document analysis
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary document classification before detailed entity extraction. The document classification model first identifies the document type, which then guides the extraction process. This preliminary action allows the system to optimize subsequent processing based on document type characteristics, reducing overall processing time while maintaining high accuracy in both classification and extraction tasks.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The processing pipeline is segmented into distinct functional components: feature extraction, token classification, entity aggregation, document classification, and confidence scoring. This segmentation allows parallel processing of different document aspects and enables optimized processing paths for different document types, reducing total processing time while maintaining comprehensive analysis accuracy.

Inventive Principle:
Principle #1Segmentation

3Adaptability or versatility

If multiple processing heads and models are used to extract entities and classify documents simultaneously, then the versatility of the system improves, but the device complexity increases

Engineering Contradiction:
Improvecapability to handle multiple document types and extraction tasksVSAvoidnumber of processing heads and models
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system achieves versatility through a unified multimodal architecture where the feature extractor processes various document types (invoices, receipts, forms) using the same underlying mechanisms. The token extraction head and document classification model work together across different document types, providing adaptable entity extraction and classification capabilities without requiring separate specialized systems for each document type.

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

Solution Approach 2:

The feature extractor serves as an intermediary component that bridges the input document and the various processing heads. It transforms raw document data into standardized features that can be processed by multiple downstream tasks (entity extraction, document classification, confidence scoring), reducing complexity by providing a common interface rather than requiring direct connections between all components.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS12530916B2Multimodal multitask machine learning system for document intelligence tasks
Publication Date: 2026.01.20 INTUIT INC
  • US12530916B2 patent drawing
  • US12530916B2 patent drawing
  • US12530916B2 patent drawing

AI summary

Multimodal multitask machine learning system for document intelligence tasks includes a feature extractor processing token values obtained from a document to obtain features, and a token extraction head classifying, using the features, the token values to obtain classified tokens. The classified tokens are aggregated into entities. A document classification model is executed on the features to classify the document and obtain a document label prediction. Further a confidence head model applying the document label prediction processes the entities to obtain a result.