# US 2025/0147987 A1 · Database record creation from text-based interactions

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- Number: US 2025/0147987 A1
- Document ID: US20250147987A1
- Status: Published application
- Kind: A1
- Application number: 18/502,325
- Filed: 2023-11-06
- Published: 2025-05-08
- Earliest claimed: 2023-11-06
- Assignees: Salesforce, Inc.
- Applicants: Salesforce, Inc.
- Inventors: Feifei JIANG; Regunathan RADHAKRISHNAN; Zachary ALEXANDER; Xiangbo MAO; Sefi ERLICH; Shai BAR-SHALOM; Wala GOANMI; Sitaram ASUR; Tomer Parash MAPA; Sameer ABHINKAR
- Web page: https://patentgrep.com/patent/US20250147987A1

## CPC

- G06F 16/31: Indexing; Data structures therefor; Storage structures
- G06F 16/3347: {using vector based model}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A text interaction record is received at a database system. The text interaction record may include interaction text from one or more messages between a client machine and a service provider. An input database record creation prompt that includes natural language instructions to generate database record field text based on the text interaction record may be determined. The input database record creation prompt may include some or all of the interaction text. The input database record creation prompt may be transmitted to a large language model for completion. A completed database record creation prompt may be received from the large language model. The completed database record creation prompt may include a text element created by the large language model based on the input database record creation prompt. A database record including a database field storing the text element may be generated in the database system.

## Claims

### Claim 1

A method comprising:
receiving a text interaction record at a database system, the text interaction record including interaction text from one or more messages between a client machine and a service provider;
determining an input database record creation prompt that includes natural language instructions to generate database record field text based on the text interaction record, the input database record creation prompt including some or all of the interaction text;
transmitting the input database record creation prompt to a large language model for completion;
receiving a completed database record creation prompt from the large language model, the completed database record creation prompt including a text element created by the large language model based on the input database record creation prompt;
generating a database record in the database system, the database record including a database field storing the text element;
determining a text interaction topic based on the interaction text;
determining a text embedding representing the interaction text in a multi-dimensional vector space;
determining a database query including an index based on the text interaction topic and the text embedding; and
executing the database query to obtain a result.

### Claim 2 (depends on 1)

The method recited in claim 1, wherein the input database record creation prompt includes a plurality of identifiers corresponding with a plurality of text fields to include in the database record.

### Claim 3 (depends on 2)

The method recited in claim 2, wherein the input database record creation prompt includes a plurality of sets of natural language instructions to generate text corresponding with the plurality of text fields.

### Claim 4 (depends on 1)

The method recited in claim 1, wherein determining the input database record creation prompt comprises combining a base prompt with the interaction text, the base prompt including a fillable portion that is replaced with the interaction text.

### Claim 5 (depends on 1)

The method recited in claim 1, wherein the one or more messages are text-based messages transmitted in a live chat session.

### Claim 6 (depends on 1)

The method recited in claim 1, wherein the one or more messages are voice-based messages, and wherein the interaction text is determined by converting the one or more messages to text.

### Claim 7 (depends on 1)

The method recited in claim 1, the method further comprising:
determining a search vector based on the interaction text via a processor at the database system, the search vector including a text embedding representing the interaction text in a multi-dimensional vector space.

### Claim 8 (depends on 7)

The method recited in claim 7, the method further comprising:
retrieving a reference interaction record from the database system based on the search vector, the reference interaction record including reference interaction text, the reference interaction record including a reference vector representing the reference interaction text in the multi-dimensional vector space, and wherein the input database record creation prompt includes some or all of the reference interaction text.

### Claim 9 (depends on 8)

The method recited in claim 8, wherein the text embedding is determined via a text embedding model trained using a plurality of training data interactions including the reference interaction record.

### Claim 10 (depends on 7)

The method recited in claim 7, the method further comprising:
determining a text interaction topic based on the interaction text, wherein the search vector also includes the text interaction topic.

### Claim 11 (depends on 10)

The method recited in claim 10, wherein the text interaction topic is determined by applying the large language model to some or all of the interaction text.

### Claim 12 (depends on 10)

The method recited in claim 10, wherein the text interaction topic is determined by applying a topic model to some or all of the interaction text.

### Claim 13

Non-transitory computer readable media having instructions stored thereon for performing a method, the method comprising:
receiving a text interaction record at a database system, the text interaction record including interaction text from one or more messages between a client machine and a service provider;
determining an input database record creation prompt that includes natural language instructions to generate database record field text based on the text interaction record, the input database record creation prompt including some or all of the interaction text;
transmitting the input database record creation prompt to a large language model for completion;
receiving a completed database record creation prompt from the large language model, the completed database record creation prompt including a text element created by the large language model based on the input database record creation prompt;
generating a database record in the database system, the database record including a database field storing the text element;
determining a text interaction topic based on the interaction text;
determining a text embedding representing the interaction text in a multi-dimensional vector space;
determining a database query including an index based on the text interaction topic and the text embedding; and
executing the database query to obtain a result.

### Claim 14 (depends on 13)

The non-transitory computer readable media recited in claim 13, wherein the input database record creation prompt includes a plurality of identifiers corresponding with a plurality of text fields to include in the database record, and wherein the input database record creation prompt includes a plurality of sets of natural language instructions to generate text corresponding with the plurality of text fields.

### Claim 15 (depends on 13)

The non-transitory computer readable media recited in claim 13, wherein determining the input database record creation prompt comprises combining a base prompt with the interaction text, the base prompt including a fillable portion that is replaced with the interaction text.

### Claim 16 (depends on 13)

The non-transitory computer readable media recited in claim 13, the method further comprising:
determining a search vector based on the interaction text via a processor at the database system, the search vector including a text embedding representing the interaction text in a multi-dimensional vector space; and
retrieving a reference interaction record from the database system based on the search vector, the reference interaction record including reference interaction text, the reference interaction record including a reference vector representing the reference interaction text in the multi-dimensional vector space, and wherein the input database record creation prompt includes some or all of the reference interaction text.

### Claim 17 (depends on 16)

The non-transitory computer readable media recited in claim 16, the method further comprising:
determining a text interaction topic based on the interaction text, wherein the search vector also includes the text interaction topic, wherein the text interaction topic is determined by applying a topic model to some or all of the interaction text, the topic model being trained using a plurality of training data interaction records including the reference interaction record.

### Claim 18

A database system comprising:
a communication interface configured to receive a text interaction record including interaction text from one or more messages between a client machine and a service provider; a processor configured to determine an input database record creation prompt that includes natural language instructions to generate database record field text based on the text interaction record, the input database record creation prompt including some or all of the interaction text;
a large language model interface configured to transmit the input database record creation prompt to a large language model for completion and to receive a completed database record creation prompt from the large language model, the completed database record creation prompt including a text element created by the large language model based on the input database record creation prompt; and
a database query engine configured to; generate a database record including a database field storing the text element, determine a text interaction topic based on the interaction text, determine a text embedding representing the interaction text in a multi-dimensional vector space, determine a database query including an index based on the text interaction topic and the text embedding, and execute the database query to obtain a result.

### Claim 19 (depends on 18)

The database system recited in claim 18, wherein the input database record creation prompt includes a plurality of identifiers corresponding with a plurality of text fields to include in the database record, and wherein the input database record creation prompt includes a plurality of sets of natural language instructions to generate text corresponding with the plurality of text fields.

### Claim 20 (depends on 18)

The database system recited in claim 18, wherein determining the input database record creation prompt comprises combining a base prompt with the interaction text, the base prompt including a fillable portion that is replaced with the interaction text.
