Procurement Request Classification Using Machine Learning

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Solution Overview

Problem

Current procurement processes are inefficient and often result in delays due to their manual nature and the lack of expertise among individuals handling procurement requests, leading to an undesirable user experience and increased risk of non-compliance.

Innovation Solution

A system and method that utilize a trained classifier to determine the complexity of procurement requests and assign them to appropriate procurement professionals based on workload, incorporating machine learning algorithms like decision trees, random forests, and XGboost classifiers to ensure accurate matching and efficient processing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a manual procurement process is used, then the process is simple to implement, but it results in delays and lacks expertise in handling requests

Engineering Contradiction:
Improveprocurement processing speedVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent replaces the manual mechanical procurement process with an automated machine learning-based system. The classifier model automatically evaluates procurement requests and assigns them to appropriate professionals, eliminating manual evaluation delays and ensuring expert handling while maintaining system manageability through structured automation.

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

Solution Approach 2:

The system enables self-service through automated classification and assignment. The machine learning model independently evaluates request complexity and routing decisions without human intervention in the initial assessment phase, allowing the system to serve itself in the decision-making process while improving overall efficiency.

Inventive Principle:
Principle #25Self-service

2Reliability

If procurement requests are handled by individuals without expertise, then the process is easier to operate, but it increases the risk of non-compliance

Engineering Contradiction:
Improvecompliance accuracyVSAvoidoperational simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The machine learning classifier acts as an intermediary between the procurement request and the handling professional. It mediates the assignment process by evaluating request characteristics and matching them with appropriately skilled professionals, ensuring compliance expertise is automatically applied without complicating the overall operational flow.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system performs preliminary classification and expertise matching before the procurement request reaches the handling professional. By pre-evaluating request complexity and assigning to qualified individuals in advance, the system ensures compliance accuracy is established beforehand rather than being checked during the process.

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If a complex classification system is used to assign procurement requests, then the accuracy of professional matching improves, but the system complexity increases

Engineering Contradiction:
Improverequest complexity assessment accuracyVSAvoidclassification system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent uses a trained machine learning classifier model that copies and generalizes patterns from historical procurement data. The model learns from past successful assignments and applies these patterns to new requests, achieving high measurement precision through learned patterns rather than complex manual evaluation rules.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system transforms complex procurement requests into measurable parameters and features that the machine learning model can process. By converting qualitative request characteristics into quantifiable parameters for classification, the system achieves accurate matching while keeping the underlying model structure manageable and interpretable.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS20240070758A1Systems and methods for a procurement process
Publication Date: 2024.02.29 ROYAL BANK OF CANADA
  • US20240070758A1 patent drawing
  • US20240070758A1 patent drawing
  • US20240070758A1 patent drawing

AI summary

A procurement system allows a user to provide a request for goods or services. The request is processed to determine its complexity and, for high complexity cases, select an appropriate procurement professional using a trained classifier to handle the procurement request.