Voice Enabled Content Tracker for Tax Expense Automation

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current tax preparation applications face challenges in consolidating and tracking tax expense information effectively, requiring users to manually store and input data, which can lead to user dissatisfaction and errors.

Innovation Solution

A method that utilizes natural language processing and machine learning models to automatically detect, track, and process tax expense information from voice input, determining the type and temporal association of the information to facilitate accurate and timely tax return preparation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If users manually store and track tax expense information throughout the year, then the information can be input into the tax preparation application, but users find it challenging to keep track of expense information over time, may not remember when the expense occurred, may not know whether the expense qualifies as a tax expense, and may not be able to determine which expenses will lead to a tax benefit

Engineering Contradiction:
Improveaccuracy of tax expense information trackingVSAvoiduser burden of manually tracking expenses
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system automatically performs expense tracking, classification, and temporal association determination without requiring user intervention. The machine learning models autonomously evaluate natural language content, determine expense types, and associate expenses with appropriate tax filing periods, allowing the system to serve itself rather than requiring users to manually track each expense

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of users tracking and remembering expenses is replaced with an automated information processing system using natural language processing and machine learning models. The system processes language content to automatically determine expense characteristics and temporal associations, substituting human cognitive effort with computational analysis

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

2Productivity

If the system automatically processes tax expense information based on voice input, then user error is reduced and satisfaction increases, but the system complexity increases with multiple machine learning models and natural language processing requirements

Engineering Contradiction:
Improveefficiency of tax expense information processingVSAvoidsystem architecture with multiple ML models
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The complex processing system is divided into distinct functional modules: a first machine learning model for determining whether content comprises tax expense information, and a second machine learning model for determining temporal association. This segmentation allows each model to specialize in a specific task, improving overall efficiency while managing complexity through modular architecture

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system employs a multi-functional processing framework where the same natural language processing infrastructure serves multiple purposes: initial content evaluation, temporal association determination, and automated expense tracking. This universal approach consolidates functionality rather than requiring separate specialized systems for each task

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

Data Source

PatentUS20250037210A1Voice enabled content tracker
Publication Date: 2025.01.30 INTUIT INC
  • US20250037210A1 patent drawing
  • US20250037210A1 patent drawing
  • US20250037210A1 patent drawing

AI summary

Certain aspects of the present disclosure provide techniques and systems for automatically detecting, tracking, and processing certain information content, based on voice input from a user. A voice enabled content tracking system receives natural language content corresponding to audio input from a user. A determination is made as to whether the natural language content includes a first type of information, based on evaluating the natural language content with a first machine learning model. In response to determining the natural language content comprises the first type of information, a temporal association of the first type of information is determined, based on evaluating the natural language content with a second machine learning model, and a message including an indication of the temporal association of the first type of information is transmitted to the user.