US 11,949,645 B2
Intelligent transaction scoring
Fabrice Martin, Washington, DC (US); Ellen Loeshelle, Arlington, VA (US); Keegan Brenneman, Arlington, VA (US); Ram Ramachandran, Herndon, VA (US); Maksym Shcherbina, Sterling, VA (US); Kenneth Voorhees, McLean, VA (US); and Ramy Zulficar, McLean, VA (US)
Assigned to CLARABRIDGE, INC., Reston, VA (US)
Filed by Clarabridge, Inc., Reston, VA (US)
Filed on Dec. 1, 2022, as Appl. No. 18/060,845.
Application 18/060,845 is a division of application No. 16/928,397, filed on Jul. 14, 2020, granted, now 11,546,285.
Claims priority of provisional application 63/017,434, filed on Apr. 29, 2020.
Prior Publication US 2023/0101221 A1, Mar. 30, 2023
Int. Cl. H04L 51/52 (2022.01); G06F 40/35 (2020.01); G06N 20/00 (2019.01); H04L 51/18 (2022.01); H04L 51/42 (2022.01)
CPC H04L 51/52 (2022.05) [G06F 40/35 (2020.01); G06N 20/00 (2019.01); H04L 51/18 (2013.01); H04L 51/42 (2022.05)] 20 Claims
OG exemplary drawing
 
1. A method comprising:
generating a repository of scored transactions by, for each transaction of a plurality of transactions:
determining that a customized rubric applies to the transaction based on selection criteria for the customized rubric, the customized rubric including scoring criteria, the scoring criteria identifying a plurality of tags, each tag being a tag generated by a classifier from a library of classifiers and, for at least some of the plurality of tags, identifying a weight associated with a tag value,
for each scoring unit of the transaction, applying the classifiers associated with the plurality of tags to the scoring unit, wherein applying the classifiers labels the scoring unit with tags,
aggregating the tags of the scoring unit to generate transaction level tags,
calculating a transaction score based on the transaction level tags and the scoring criteria, and
storing the transaction score and the transaction level tags in the repository; and
displaying a dashboard that includes a trend score, the trend score being an aggregate of transaction scores for transactions occurring during a trend period.