Role-Based Conversation Summarizer with Actionable Item Detection

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Solution Overview

Problem

Current methods lack an efficient way to summarize conversation data from multiple sources to extract actionable items without manual reading, particularly for operations teams dealing with diverse data sources like email, conversation threads, and collaboration platforms.

Innovation Solution

A data processing system that aggregates conversation data from various sources, applies a computerized summarization process using machine learning classifiers to identify actionable items, and generates role-based summaries, enabling operations teams to focus on necessary actions without reading through extensive data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual reading of conversation data is used, then accuracy of actionable item identification is improved, but time consumption and labor burden increase

Engineering Contradiction:
Improveaccuracy of actionable item identificationVSAvoidtime consumption for data analysis
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system enables self-service by automatically summarizing conversation data from multiple sources and identifying actionable items without requiring manual reading. The machine learning model processes and analyzes the data autonomously, allowing operations teams to receive summarized insights directly without manual intervention in the data analysis process.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual reading and analysis process with an automated machine learning-based summarization system. The machine learning model substitutes human cognitive processing with computational algorithms that can rapidly analyze conversation data from multiple sources and generate actionable summaries.

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

2Loss of information

If comprehensive data from multiple sources is analyzed, then completeness of actionable insights is improved, but complexity of data processing increases

Engineering Contradiction:
Improvecompleteness of actionable insightsVSAvoidcomplexity of data processing system
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system merges data from multiple conversation sources (emails, conversation threads, collaboration platforms) into a unified aggregation. The machine learning model processes this combined data to generate comprehensive role-based summaries that capture actionable insights from all sources without requiring separate processing of each source.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The machine learning model serves multiple functions: it summarizes conversation data, identifies actionable items, and generates role-based prioritizations. This multi-functional approach handles diverse data sources through a single unified system rather than requiring separate specialized processing systems for each data type.

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

3Ease of operation

If role-based prioritization is applied, then ease of action execution is improved, but complexity of summarization process increases

Engineering Contradiction:
Improveease of action executionVSAvoidcomplexity of summarization process
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system applies local quality by generating role-based summaries that are customized for specific user roles (e.g., developers, managers, support staff). Each role receives prioritized actionable items relevant to their function, allowing users to easily execute actions without wading through irrelevant information from other roles.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS12056438B2Role-based cross data source actionable conversation summarizer
Publication Date: 2024.08.06 INTERNATIONAL BUSINESS MACHINE CORPORATION
  • US12056438B2 patent drawing
  • US12056438B2 patent drawing
  • US12056438B2 patent drawing

AI summary

A mechanism is provided in a data processing system for role-based cross data source actionable conversation summarization. The mechanism aggregates conversation data from a plurality of conversation data sources. The mechanism applies a computerized summarization process to the aggregated conversation data to generate at least one role-based summary of the aggregated conversation data. The mechanism applies a machine learning classifier to the at least one role-based summary to determine if each sentence in the at least one role-based summary is an actionable item. Responsive to detecting an actionable item, the mechanism adds the actionable item to the at least one role-based summary.