Intuit, Inc.

Carlos A Oliveira

Zhewen Fan

Byungkyu Kang

Wan Yu Zhang

Runhua Zhao

Farzaneh Khoshnevisan

Kate Elizabeth Swift-Spong

Shivakumara Narayanaswamy

Wenxin Xiao

A method implements calibrated risk scoring and sampling. Features are extracted from a record. A risk score, associated with the record, is generated from the features using a machine learning model. The record is mapped to a risk bucket using the risk score. The risk bucket may include multiple risk bucket records. The record is selected from the risk bucket records with a sampling threshold corresponding to the risk bucket. A form prepopulated with values from the record is presented to a client device.

Calibrated risk scoring and sampling

A processor may receive a call transcript including text and form a text string including at least a portion of the text. The processor may generate a situation description of the call transcript, which may comprise processing the text string using a transformer-based machine learning model. The processor may generate a trouble description of the call transcript, which may comprise creating a sentence embedding of the situation description, creating sentence embeddings for a plurality of utterances within the portion of the text, determining respective similarities between the sentence embedding of the situation description and each of the sentence embeddings for each respective one of the plurality of utterances, and selecting at least one of the plurality of utterances having at least one highest determined respective similarity as the trouble description. The processor may store a call summary comprising the situation description and the trouble description in a non-transitory memory.

Methods and systems for automatic call data generation

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Mountain View, CA, United States of America

Carlos A Oliveira