US 11,935,135 B2
Learning user actions to improve transaction categorization
Juan Liu, Cupertino, CA (US); Lei Pei, Sunnyvale, CA (US); and Ying Sun, Foster City, CA (US)
Assigned to Intuit Inc., Mountain View, CA (US)
Filed by Intuit Inc., Mountain View, CA (US)
Filed on Jan. 29, 2021, as Appl. No. 17/162,365.
Prior Publication US 2022/0245731 A1, Aug. 4, 2022
Int. Cl. G06Q 40/00 (2023.01); G06N 3/04 (2023.01); G06N 3/08 (2023.01); G06Q 30/018 (2023.01); G06Q 40/12 (2023.01)
CPC G06Q 40/12 (2013.12) [G06N 3/04 (2013.01); G06N 3/08 (2013.01); G06Q 30/018 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising: training a comparison model without classifying inputs to the comparison model, wherein the comparison model comprises one or more neural network layers, wherein the training uses a processor that compares transaction record pairs to generate comparison scores, wherein a comparison score measures similarity of a transaction record pairs of the transaction record pair;
executing a baseline classifier on first unreviewed transaction features of a first unreviewed transaction record to obtain a first baseline account identifier;
executing the comparison model on (i) a first unreviewed transaction vector of the first unreviewed transaction record and (ii) a plurality of reviewed transaction vectors to obtain a first plurality of comparison scores, the plurality of reviewed transaction vectors corresponding to a plurality of reviewed transaction records each having a user-approved account identifier;
selecting, using the first plurality of comparison scores, a first reviewed transaction record of the plurality of reviewed transaction records, the first reviewed transaction record corresponding to a first comparison score of the first plurality of comparison scores, the first comparison score corresponding to a first user-approved account identifier of the first reviewed transaction record;
selecting, using the first comparison score, one of the first baseline account identifier and the first user-approved account identifier to obtain a first selected account identifier; and presenting the first selected account identifier for the first unreviewed transaction record.