US 11,776,065 B2 · Utilizing machine learning models to automatically perform actions that maintain a plan for an event

Abstract

A device receives, from a user device, plan information that identifies a plan for an event and includes information identifying an account associated with the plan, plan items of the plan, and priorities and preferences associated with the plan items, where the user device is associated with a user of the account and the plan. The device receives transaction information identifying transactions associated with the account, and processes the plan information and the transaction information, with a first model, to identify transactions related to the plan. The device processes information associated with the particular plan item, the plan information, and the transaction information, with a second model, to determine recommendations for the plan, where the information associated with the particular plan item includes information identifying a priority and a preference associated with the particular plan item. The device provides information indicating the recommendations to the user device.

Claims20

Dependent claims

A method, comprising:

processing, by a device and with a machine learning model, plan information, identifying an item associated with a plan, and transaction information, identifying one or more transactions, to identify a first transaction, of the one or more transactions, as being related to the plan;
determining, by the device and based on the first transaction, that a threshold preference, associated with the item, is satisfied;
processing, by the device and based on determining that the threshold preference is satisfied, item information associated with the item, the plan information, and the transaction information to determine one or more recommendations for the plan;
and
automatically performing, by the device and based on the one or more recommendations for the plan, one or more actions for the plan.

2 more elements

A device, comprising:

one or more memories;
and
one or more processors, coupled to the one or more memories, configured to:
process, by a device and with a machine learning model, plan information, identifying an item associated with a plan, and transaction information, identifying one or more transactions, to identify a first transaction, of the one or more transactions, as being related to the plan;
identify, based on identifying the first transaction as being related to the plan, the first transaction as being related to the item;
determine, based on identifying the first transaction, that a threshold preference, associated with the item, is satisfied;
process, based on determining that the threshold preference is satisfied, item information associated with the item, the plan information, and the transaction information to determine one or more recommendations for the plan;
and
automatically perform, based on the one or more recommendations for the plan, one or more actions for the plan.

6 more elements

A non-transitory computer-readable medium storing a set of instructions, the set of instructions comprising:

one or more instructions that, when executed by one or more processors of a device, cause the device to:
receive, by the device, user input associated with plan information, identifying an item associated with a plan, and transaction information identifying one or more transactions;
process, by the device and with a machine learning model, the plan information and the transaction information to identify a first transaction, of the one or more transactions, as being related to the plan;
determine, based on identifying the first transaction, that a threshold preference, associated with the item, is satisfied;
process, based on determining that the threshold preference is satisfied, item information associated with the item, the plan information, and the transaction information to determine one or more recommendations for the plan;
and
automatically perform, based on the one or more recommendations for the plan, one or more actions for the plan.

4 more elements

Dependencies are inferred from the claim text.

Utilizing machine learning models to automatically perform actions that maintain a plan for an event

Life of this patent

Utilizing machine learning models to automatically perform actions that maintain a plan for an event

Life of this patent

Abstract

Claims20