Per-User Machine Learning for Automated Email Tagging

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Solution Overview

Problem

Infoworkers face significant time and effort burdens in categorizing and managing data, particularly with high incoming mail flows, due to the need for manual tagging and compliance with data retention policies, which reduces the reliability of proper data categorization.

Innovation Solution

The implementation of a machine-based learning system that learns user tagging behavior and automatically assigns tags to incoming emails using a conjugate gradient logistic regression algorithm, allowing for just-in-time tagging and dynamic re-learning to improve accuracy and reduce user intervention.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual tagging is used to categorize data, then data categorization accuracy can be maintained, but time consumption and effort increase significantly

Engineering Contradiction:
Improvedata categorization accuracyVSAvoidtime consumption
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system enables self-service by automatically tagging incoming emails using a machine learning model that learns from user tagging behavior. The model processes emails autonomously without requiring user intervention for each email, significantly reducing time consumption while maintaining categorization accuracy through continuous learning from user feedback.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system implements feedback mechanisms where users can correct or confirm auto-generated tags, and this feedback is used to retrain the machine learning model. This continuous feedback loop improves the model's accuracy over time, resolving the contradiction between automation and accuracy by allowing the system to learn from actual user behavior patterns.

Inventive Principle:
Principle #23Feedback

2Loss of time

If automatic tagging rules are used, then time consumption is reduced, but reliability of proper tagging decreases due to lack of user customization

Engineering Contradiction:
Improvetime consumptionVSAvoidtagging accuracy
Core Design Contradiction:
Loss of timeVSReliability

Solution Approach 1:

The system transitions from static tagging rules to dynamic learning models that adapt to each user's unique tagging patterns over time. The machine learning model continuously updates its understanding of user preferences based on actual user behavior, enabling both automation and high reliability tailored to individual users' specific needs and evolving patterns.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system applies local quality by creating personalized tagging models for each user based on their individual tagging behavior patterns. Instead of using a one-size-fits-all rule set, the system customizes the tagging approach for each user, improving reliability while maintaining time efficiency through automation.

Inventive Principle:
Principle #3Local quality

3Reliability

If per-user learning models are implemented, then tagging accuracy improves, but system complexity increases

Engineering Contradiction:
Improvetagging accuracyVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments the complexity by implementing independent per-user learning models that operate autonomously for each user. This segmentation allows the system to manage complexity at the user level rather than requiring a monolithic complex system, as each user's model can be trained and updated independently using their specific tagging history.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS8682819B2Machine-based learning for automatically categorizing data on per-user basis
Publication Date: 2014.03.25 MICROSOFT TECHNOLOGY LICENSING LLC
  • US8682819B2 patent drawing
  • US8682819B2 patent drawing
  • US8682819B2 patent drawing

AI summary

Architecture that employs machine-based learning to automatically categorize data on a per-user basis. Auto-tagging reduces the burden on infoworkers by creating a machine learning model to learn from user tagging behavior or preferences. Once this information is obtained, a trained model for this specific user is used to assign tags to incoming data, such as emails. The architecture finds particular applicability to compliance and message retention policies that otherwise would mandate extra work for the infoworker. The architecture learns the tagging behavior of a user and uses this learned behavior to automatically tag data based on the user's prior tagging habits. A regression algorithm is employed to process the training data according to an n-dimensional framework for prediction and application of the tag(s) to the incoming messages.