US 12,762,338 B1Granted

Analyzing documents via a large language model, determining compliance, and generating a narrative

AssigneeIntuit Inc.

InventorsJohn Samuel, Gokul Elumalai, Vishal Kumar Singh

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Abstract

Embodiments of the disclosure are directed to systems and methods for providing personalized tax recommendations using LLMs. In particular, the disclosed system can utilize an LLM embedded within a tax software system to assist with generating cohesive, actionable advice tailored to specific financial scenarios, whether for individuals or companies. The LLM can be fine-tuned and specifically trained on a knowledge base of tax data. In some embodiments, by leveraging various advanced natural language processing capabilities, the disclosed LLM can comprehend, interpret, and transform complex tax information into understandable narratives that address specific user needs. Furthermore, a feedback loop can be used to enrich the model's accuracy and relevance, such as by continuously learning from user interactions and adapting to changes in laws and regulations. This can ensure communications remain precise and highly personalized.

Claims16

Dependent claims

A computer-implemented method, performed by at least one processor, comprising:

receiving one or more documents from a user device;
generating a structured prompt based on the one or more received documents;
feeding the structured prompt to a large language model (LLM);
analyzing, via the LLM, the received one or more documents to identify one or more relevant rules;
analyzing data from the one or more received documents by applying the one or more identified rules, wherein analyzing the one or more received documents by applying the one or more identified rules comprises:
extracting one or more data points from the one or more documents associated with the one or more identified rules;
determining whether the one or more extracted data points meets a condition defined in the one or more identified rules;
and
converting the determination into a structured output;
determining a compliance scenario of the analyzed data by analyzing the structured output;
generating a narrative based on the structured output of the analyzed data and the determined compliance scenario level, wherein generating the narrative based on the analyzed data and the determined compliance scenario comprises:
selecting a template based on the determined compliance scenario;
extracting data from the structured output;
mapping the extracted data to one or more designated slots within the identified template;
and
constructing a narrative based on the mapped data;
and
causing the generated narrative to be displayed on the user device.

15 more elements

A computing system comprising:

a processor;
and
a non-transitory computer-readable storage device storing computer-executable instructions, the instructions when executed by the processor cause the processor to perform operations comprising:
receiving one or more documents from a user device;
generating a structured prompt based on the one or more received documents;
feeding the structured prompt to a large language model (LLM);
analyzing, via the LLM, the received one or more documents to identify one or more relevant rules;
analyzing data from the one or more received documents by applying the one or more identified rules, wherein analyzing the one or more received documents by applying the one or more identified rules comprises:
extracting one or more data points from the one or more documents associated with the one or more identified rules;
determining whether the one or more extracted data points meets a condition defined in the one or more identified rules;
and
converting the determination into a structured output;
determining a compliance scenario of the analyzed data by analyzing the structured output;
generating a narrative based on the structured output of the analyzed data and the determined compliance scenario, wherein generating the narrative based on the analyzed data and the determined compliance scenario comprises:
selecting a template based on the determined compliance scenario;
extracting data from the structured output;
mapping the extracted data to one or more designated slots within the identified template;
and
constructing a narrative based on the mapped data;
and
causing the generated narrative to be displayed on the user device.

18 more elements

Dependencies are inferred from the claim text.