| CPC G06Q 40/12 (2013.12) [G06N 5/04 (2013.01); G06N 20/00 (2019.01); G06N 3/084 (2013.01)] | 14 Claims |
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1. A method comprising:
receiving a first transaction record corresponding to an entity profile;
selecting, responsive to an entity profile failing to satisfy a usage threshold, a general model as a baseline model from a plurality of machine learning models, wherein:
the general model comprises:
a first transaction model that generates a first transaction vector,
a match model that generates a match score between the first transaction vector and a respective account vector, and
a first account selector that selects a first baseline identifier using the match score, and
the plurality of machine learning models comprises the general model and a custom model;
processing, by the baseline model, the first transaction record to select a first account identifier using the first baseline identifier, wherein the processing comprises:
generating, by the first transaction model, the first transaction vector from the first transaction record, the first transaction vector in a same vector space as a plurality of account vectors,
wherein each of the plurality of account vectors are generated for a respective account of a first plurality of accounts,
generating, by the match model, a corresponding match score between the first transaction vector and each of at least two of the plurality of account vectors to generate a plurality of match scores, and
selecting, by the first account selector using the plurality of match scores, the first baseline identifier for a corresponding account of the first plurality of accounts;
presenting the first account identifier for the first transaction record;
receiving, subsequent to the first transaction record, a second transaction record corresponding to the entity profile;
selecting, responsive to the entity profile satisfying the usage threshold, the custom model as the baseline model from the plurality of machine learning models;
processing, by the baseline model, the second transaction record to select a second account identifier using a second baseline identifier, wherein the processing comprises:
generating, by a second transaction model, a second transaction vector from the second transaction record,
generating, by an adapter model, an adapter model output using the second transaction vector,
wherein the adapter model is customized to a customized chart of accounts of an entity corresponding to the entity profile, and wherein the adapter model output comprises a value for each custom account of at least two custom accounts in the customized chart of accounts, the value indicating whether the corresponding custom account is a category for the second transaction record, and
selecting, by a second account selector, the second baseline identifier according to the adapter model output; and
presenting the second account identifier for the second transaction record.
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