Intuit, Inc.

Hadar Lackritz

Natalie Bar Eliyahu

Yaakov Tayeb

Sigalit Bechler

Omer Wosner

Aspects of the present disclosure provide techniques for automated categorization of electronic information. Embodiments include providing inputs to a machine learning model based on attributes of an electronic data item. Embodiments include receiving one or more first outputs from the machine learning model based on the inputs. Embodiments include selecting, based on the one or more first outputs, a question from a plurality of questions. Embodiments include providing the question for display via a user interface. Embodiments include receiving an answer to the question via the user interface. Embodiments include providing updated inputs to the machine learning model based on the answer. Embodiments include receiving one or more second outputs from the machine learning model based on the updated inputs. Embodiments include determining a category for the electronic data item based on the one or more second outputs.

Guided feedback loop for automated information categorization

Certain aspects of the disclosure pertain to predicting a candidate entity match for a transaction with a machine learning model. A description of a transaction associated with an organization is received as input. In response, at least one machine learning model can be invoked to infer a transaction embedding based on the description, a first score that captures similarity between the transaction embedding entity embeddings associated with a global list of entities and organizations, a second score that captures a probability of interaction between the first organization and the entities based on organization and entity embeddings that capture profile data associated with the organization and the entities, and at least one candidate entity based on the first score and the second score. Finally, the inferred candidate entity can be output for use by an automated data entry or other process or system.

Transaction entity prediction with a global list

The present disclosure provides techniques for recommending vendors using machine learning models. One example method includes receiving electronic transaction data indicative of one or more transactions, identifying, from the one or more transactions, a subset of transactions that are associated with for known attribute values with respect to one or more unique recipients, computing, for each unique provider of the one or more unique providers, a provider feature based on the known attribute values with respect to a subset of the one or more associated unique recipients, computing, for a given recipient indicated in one or more given transactions that are not included in the subset of transactions, a recipient feature based on the provider feature of each unique provider of the one or more associated unique providers, and predicting, based on the recipient feature, a value for the attribute with respect to the given recipient.

Predicting attributes for recipients

A method implements a source rank metric of measuring sources of influence. The method includes processing transactions to generate a graph. The method further includes processing the graph to select nodes. A node is identified as one or more of a source node and a destination node of an edge of the graph. The method further includes processing source ranks, of the nodes, to update the source ranks. A source rank is calculated using a subset of indegree values and a subset of outdegree edges. The method further presenting identifiers, of multiple entities represented by the nodes, sorted using the source ranks.

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Tel Aviv, Israel

Hadar Lackritz