Intuit, Inc.

Tiffany Dolan

Mithun Ghosh

Azal Fatima

Shashank Mendiratta

Karen Wai

David Matz

Ankit Agarwal

Systems and methods for automatically populating documents about special entities are disclosed herein. An example method is performed by one or more processors of a computing system. The example method may include receiving user data, extracting a list of entities associated with the user and a list of events that occurred between the user and the entities, transforming metadata for the events associated with entities of interest into vectorized embeddings, selectively classifying, using a binary classifier model, ones of the entities as special entities and ones of the events as special events for a set of documents, assigning, using a multi-class classifier model, one of a plurality of categories to each special event associated with each special entity, each of the categories mapping to a corresponding section within the set of documents, and populating, for each special entity, the corresponding sections within the set of documents based on the categories.

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San Francisco, CA, United States of America

Tiffany Dolan