Predictive Model Confidence Thresholds for Automated Data Entry

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Solution Overview

Problem

Current computer systems lack the ability to efficiently analyze and predict field values for forms, which hampers the automation of data capture and information retrieval processes, particularly in applications like customer relationship management (CRM).

Innovation Solution

A predictive model is trained using a pre-existing dataset to predict field values for selected fields within a CRM application, with a confidence function calculated for each prediction, allowing users to set a confidence threshold for recommending field values based on machine learning techniques and user preferences.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a predictive model is trained to automatically predict field values, then productivity and data capture efficiency are improved, but the complexity of the system increases due to the need for machine learning models and confidence threshold management

Engineering Contradiction:
Improvedata capture efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The predictive model automatically analyzes incoming data and generates field value predictions without requiring manual system configuration or intervention. The system self-adjusts by using trained models to autonomously populate form fields based on confidence thresholds, reducing the need for manual data entry while managing complexity through automated decision-making.

Inventive Principle:
Principle #25Self-service

2Manufacturing precision

If confidence threshold levels are set high to ensure prediction accuracy, then manufacturing precision of field value predictions is improved, but the quantity of recommended field values decreases

Engineering Contradiction:
Improveprediction accuracyVSAvoidquantity of recommended field values
Core Design Contradiction:
Manufacturing precisionVSQuantity of substance

Solution Approach 1:

The confidence threshold is implemented as a dynamic parameter that can be adjusted based on user needs and context. The system allows flexible threshold settings where users can balance between prediction accuracy and quantity of recommendations. This dynamic adjustment enables the system to adapt to different scenarios, maintaining high precision when needed while providing sufficient quantity of recommendations when volume is prioritized.

Inventive Principle:
Principle #15Dynamics

3Measurement precision

If manual data entry is used to ensure data accuracy, then measurement precision of field values is maintained, but loss of time increases due to manual processing

Engineering Contradiction:
Improvedata accuracyVSAvoidtime for data entry
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The manual mechanical process of data entry is replaced with an automated predictive model that uses machine learning algorithms to analyze incoming data and generate field value predictions. This substitution maintains data accuracy through confidence threshold validation while dramatically reducing the time required for data capture by eliminating manual typing and form filling.

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

4Productivity

If automated prediction is implemented without confidence levels, then productivity is improved, but reliability of field value predictions deteriorates

Engineering Contradiction:
Improveautomation speedVSAvoidprediction reliability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The confidence level serves as a feedback mechanism that evaluates the quality of each prediction before it is accepted. The system automatically assesses prediction confidence and only accepts field values that meet the predetermined threshold, creating a self-regulating process that maintains reliability while preserving automation speed. This feedback loop ensures that automated predictions are validated against reliability criteria without requiring manual review.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11301766B2System and method for field value recommendations based on confidence levels in analyzed dataset
Publication Date: 2022.04.12 SALESFORCE INC
  • US11301766B2 patent drawing
  • US11301766B2 patent drawing
  • US11301766B2 patent drawing

AI summary

A method of training a predictive model to predict a likely field value for one or more user selected fields within an application. The method comprises providing a user interface for user selection of the one or more user selected fields within the application; analyzing a pre-existing, user provided data set of objects; training, based on the analysis, the predictive model; determining, for each user selected field based on the analysis, a confidence function for the predictive model that identifies the percentage of cases predicted correctly at different applied confidence levels, the percentage of cases predicted incorrectly at different applied confidence levels, and the percentage of cases in which the prediction model could not provide a prediction at different applied confidence levels; and providing a user interface for user review of the confidence functions for user selection of confidence threshold levels to be used with the predictive model.