# US 12,224,972 B2 · Automated tagging and management of chat stream messages

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- Number: US 12,224,972 B2
- Document ID: US12224972B2
- Status: Granted
- Kind: B2
- Application number: 18/602,124
- Filed: 2024-03-12
- Published: 2024-09-12
- Granted: 2025-02-11
- Earliest claimed: 2021-09-02
- Assignees: Yohana LLC
- Applicants: Yohana LLC
- Inventors: Yoky Matsuoka; Defne Civelekoglu; Gwendolyn W. van der Linden; Nitin Viswanathan; Malia Beaulieu; Lingyun Liu; Benjamin Deming; Sean Paterson
- Web page: https://patentgrep.com/patent/US12224972B2

## CPC

- H04L 51/212: using filtering or selective blocking
- G06F 40/20: Natural language analysis (semantic analysis of natural language G06F40/30)
- G06Q 10/1097: {using calendar-based scheduling for task assignment}
- H04L 51/04: Real-time or near real-time messaging, e.g. instant messaging [IM]
- H04L 51/216: Handling conversation history, e.g. grouping of messages in sessions or threads
- H04L 51/224: providing notification on incoming messages, e.g. pushed notifications of received messages
- H04L 51/234: for tracking messages
- G06F 40/35: Discourse or dialogue representation
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Automated message tagging in a chat forward task facilitation communication system is described. One implementation involves receiving a set of messages between a member and a representative as the set of messages are being exchanged, processing the set of messages to identify one or more task flags associated with the set of messages, where the one or more task flags correspond to a set of tasks performable by the representative on behalf of the member, and tracking a chat flow within a chat interface, wherein the set of messages are exchanged within the chat interface. The chat flow is processed using a tagging algorithm to automatically assign at least one of the one or more task flags to messages of the set of messages, and message history is generated including the set of messages and corresponding task flag assignments with associated tasks of the set of tasks.

## Claims

### Claim 1

A computer-implemented method comprising:
receiving a pre-filtering input from a member device, wherein the pre-filtering input identifies a first task flag of one or more task flags;
processing a set of real-time messages in a chat flow to associate messages of the set of real-time messages with selected flags of the one or more task flags, wherein the one or more task flags correspond to a set of tasks performable by a representative on behalf of a member, and wherein a first task associated with a first flag is matched with a reminder deadline;
automatically filtering the set of real-time messages using the pre-filtering input to generate a filtered chat interface including messages and reminders associated with the first flag;
processing the chat flow in real-time using a scheduling algorithm to select a position or timing for one or more reminders associated with the reminder deadline, wherein the scheduling algorithm further uses chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
automatically inserting the one or more reminders within the filtered chat interface using the position or timing for the one or more reminders.

### Claim 2 (depends on 1)

The computer-implemented method of claim 1, further comprising accessing calendar data associated with the member device;
wherein the scheduling algorithm further uses the calendar data with the real-time chat flow processing to select the position or timing for the one or more reminders.

### Claim 3 (depends on 1)

The computer-implemented method of claim 1, further comprising:
receiving the chat interface access data, wherein when the chat interface access data is received from the member device, the chat interface access data is received with a real-time notification of a presentation of a chat interface for the chat flow on the member device, wherein the scheduling algorithm further uses the chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
wherein automatically inserting the one or more reminders within the chat flow using the position or timing for the one or more reminders is performed in real-time as a response to the real-time notification of the presentation of the chat interface on the member device.

### Claim 4 (depends on 1)

The computer-implemented method of claim 1, further comprising:
receiving a feedback indication from a reminder interaction user interface of a chat interface for the chat flow, wherein the feedback indication comprises a task update communication in a task management application associated with the one or more reminders; and
updating the scheduling algorithm with a targeted adjustment for the member device based on the feedback indication.

### Claim 5 (depends on 1)

The computer-implemented method of claim 1, further comprising:
simultaneously receiving messages from a plurality of member devices including the member device; and
simultaneously processing the messages from the plurality of member devices to generate associated task data, update associated chat streams on associated representative devices.

### Claim 6 (depends on 1)

The computer-implemented method of claim 1, wherein processing the chat flow further comprises:
generating a plurality of subtasks for at least one of the one or more task flags based on content of the set of messages within the chat flow; and
assigning a plurality of subtask tags to a first message of the set of messages.

### Claim 7 (depends on 1)

The computer-implemented method of claim 1, further comprising:
receiving a task completion notification associated with the set of real-time messages and the one or more task flags;
updating the chat flow to include a task completion flag associated with the one or more task flags and a task verification tag associated with assignment of at least one of the one or more task flags to messages of the set of real-time messages.

### Claim 8

A system comprising:
a memory; and
one or more processors coupled to the memory, wherein the one or more processors are configured for operations including:
receiving a pre-filtering input from a member device, wherein the pre-filtering input identifies a first task flag of one or more task flags;
processing a set of real-time messages in a chat flow to associate messages of the set of real-time messages with selected flags of the one or more task flags, wherein the one or more task flags correspond to a set of tasks performable by a representative on behalf of a member, and wherein a first task associated with a first flag is matched with a reminder deadline;
automatically filtering the set of real-time messages using the pre-filtering input to generate a filtered chat interface including messages and reminders associated with the first flag;
processing the chat flow in real-time using a scheduling algorithm to select a position or timing for one or more reminders associated with the reminder deadline, wherein the scheduling algorithm further uses chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
automatically inserting the one or more reminders within the filtered chat interface using the position or timing for the one or more reminders.

### Claim 9 (depends on 8)

The system of claim 8, wherein the one or more processors are configured for operations further comprising:
accessing calendar data associated with the member device;
wherein the scheduling algorithm further uses the calendar data with the real-time chat flow processing to select the position or timing for the one or more reminders.

### Claim 10 (depends on 8)

The system of claim 8, wherein the one or more processors are configured for operations further comprising:
receiving the chat interface access data, wherein when the chat interface access data is received from the member device, the chat interface access data is received with a real-time notification of a presentation of a chat interface for the chat flow on the member device, wherein the scheduling algorithm further uses the chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
wherein automatically inserting the one or more reminders within the chat flow using the position or timing for the one or more reminders is performed in real-time as a response to the real-time notification of the presentation of the chat interface on the member device.

### Claim 11 (depends on 8)

The system of claim 8, wherein the one or more processors are configured for operations further comprising:
receiving a feedback indication from a reminder interaction user interface of a chat interface for the chat flow, wherein the feedback indication comprises a task update communication in a task management application associated with the one or more reminders; and
updating the scheduling algorithm with a targeted adjustment for the member device based on the feedback indication.

### Claim 12 (depends on 8)

The system of claim 8, wherein the one or more processors are configured for operations further comprising:
simultaneously receiving messages from a plurality of member devices including the member device; and
simultaneously processing the messages from the plurality of member devices to generate associated task data, update associated chat streams on associated representative devices.

### Claim 13 (depends on 8)

The system of claim 8, wherein processing the chat flow further comprises:
generating a plurality of subtasks for at least one of the one or more task flags based on content of the set of messages within the chat flow; and
assigning a plurality of subtask tags to a first message of the set of messages.

### Claim 14 (depends on 8)

The system of claim 8, wherein the one or more processors are configured for operations further comprising:
receiving a task completion notification associated with the set of real-time messages and the one or more task flags;
updating the chat flow to include a task completion flag associated with the one or more task flags and a task verification tag associated with assignment of at least one of the one or more task flags to messages of the set of real-time messages.

### Claim 15

A non-transitory computer-readable storage medium comprising instructions that, when executed by one or more processors of a server system, cause the server system to perform operations comprising:
receiving a pre-filtering input from a member device, wherein the pre-filtering input identifies a first task flag of one or more task flags;
processing a set of real-time messages in a chat flow to associate messages of the set of real-time messages with selected flags of the one or more task flags, wherein the one or more task flags correspond to a set of tasks performable by a representative on behalf of a member, and wherein a first task associated with a first flag is matched with a reminder deadline;
automatically filtering the set of real-time messages using the pre-filtering input to generate a filtered chat interface including messages and reminders associated with the first flag;
processing the chat flow in real-time using a scheduling algorithm to select a position or timing for one or more reminders associated with the reminder deadline, wherein the scheduling algorithm further uses chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
automatically inserting the one or more reminders within the filtered chat interface using the position or timing for the one or more reminders.

### Claim 16 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the one or more processors further configure the server system for operations comprising:
accessing calendar data associated with the member device;
wherein the scheduling algorithm further uses the calendar data with the real-time chat flow processing to select the position or timing for the one or more reminders.

### Claim 17 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the one or more processors further configure the server system for operations comprising:
receiving the chat interface access data, wherein when the chat interface access data is received from the member device, the chat interface access data is received with a real-time notification of a presentation of a chat interface for the chat flow on the member device, wherein the scheduling algorithm further uses the chat interface access data with the real-time chat flow processing to select the position or timing for the one or more reminders; and
wherein automatically inserting the one or more reminders within the chat flow using the position or timing for the one or more reminders is performed in real-time as a response to the real-time notification of the presentation of the chat interface on the member device.

### Claim 18 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the one or more processors further configure the server system for operations comprising:
receiving a feedback indication from a reminder interaction user interface of a chat interface for the chat flow, wherein the feedback indication comprises a task update communication in a task management application associated with the one or more reminders; and
updating the scheduling algorithm with a targeted adjustment for the member device based on the feedback indication.

### Claim 19 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the one or more processors further configure the server system for operations comprising:
simultaneously receiving messages from a plurality of member devices including the member device; and
simultaneously processing the messages from the plurality of member devices to generate associated task data, update associated chat streams on associated representative devices.

### Claim 20 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein processing the chat flow further comprises:
generating a plurality of subtasks for at least one of the one or more task flags based on content of the set of messages within the chat flow; and
assigning a plurality of subtask tags to a first message of the set of messages.

### Claim 21 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the one or more processors further configure the server system for operations comprising:
receiving a task completion notification associated with the set of real-time messages and the one or more task flags;
updating the chat flow to include a task completion flag associated with the one or more task flags and a task verification tag associated with assignment of at least one of the one or more task flags to messages of the set of real-time messages.