Abstract: Aspects of the present disclosure provide techniques for classifying a trip. Embodiments include receiving, from a plurality of users, a plurality of historical trip records. Each of the plurality of historical trip records may comprise one or more historical trip attributes and historical classification information. Embodiments include training a predictive model, using the plurality of historical trip records, to classify trips based on trip records. Training the predictive model may comprise determining a plurality of hot spots based on the historical trip records, each of the plurality of hot spots comprising a region encompassing one or more locations, and associating, in the predictive model, the plurality of hot spots with historical classification information. Embodiments include receiving, from a user, a new trip record comprising a plurality of trip attributes related to a trip and using the predictive model to predict a classification for the trip based on the trip record.

Abstract: A transaction model of a general model generates a target transaction vector for a target transaction record. The general model also generates account vectors for accounts. A match score is generated between the account vectors and the transaction vector. The general model selects a first account identifier of an account using the match score. The transaction model also generates historical transaction vectors for historical transaction records. Further, a comparison score is generated between the historical transaction vectors and the target transaction vector. A second account identifier of an historical transaction is selected according to the comparison score. One of the first account identifier and the second account identifier is selected as the account identifier for the transaction record, and the transaction record is stored with the account identifier.

Abstract: A method performs personalized transaction categorization. A transaction record is received, by a server application. In a first stage, sparse raw features are extracted from a transaction record of a transaction and converted into a transaction vector including dense features. In a second stage, the transaction vector is classified into a customized chart of accounts using the dense features to generate adapter model output. The method further includes selecting, an account identifier, corresponding to the transaction record and to an account of the customized chart of accounts, using the adapter model output, and presenting the account identifier for the transaction record.

Abstract: A method utilizes a framework for transaction categorization personalization. A transaction record is received. a baseline model is selected from a plurality of machine learning models. An account identifier, corresponding to the transaction record using the baseline model, is selected. The account identifier for the transaction record is presented.

Abstract: Aspects of the present disclosure provide techniques for classifying a trip. Embodiments include receiving, from a plurality of users, a plurality of historical trip records. Each of the plurality of historical trip records may comprise one or more historical trip attributes and historical classification information. Embodiments include training a predictive model, using the plurality of historical trip records, to classify trips based on trip records. Training the predictive model may comprise determining a plurality of hot spots based on the historical trip records, each of the plurality of hot spots comprising a region encompassing one or more locations, and associating, in the predictive model, the plurality of hot spots with historical classification information. Embodiments include receiving, from a user, a new trip record comprising a plurality of trip attributes related to a trip and using the predictive model to predict a classification for the trip based on the trip record.

Abstract: Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one example, a method for providing grouped travel data to a user interface of an application includes receiving travel data from an application running on a remote device; generating one or more travel data-based features from the travel data thereby creating featurized travel data; applying a pattern mining technique to the featurized travel data to detect a plurality of patterns in the featurized travel data; for each trip record in the featurized travel data: determining a plurality of trip record groups in which the trip record falls based on the plurality of patterns; and adding the trip record to a trip record group of the plurality of trip record groups according to a prioritization scheme; and transmitting the trip record group to the application running on the remote device.

Abstract: Aspects of the present disclosure provide techniques for classifying a trip. Embodiments include receiving, from a plurality of users, a plurality of historical trip records. Each of the plurality of historical trip records may comprise one or more historical trip attributes and historical classification information. Embodiments include training a predictive model, using the plurality of historical trip records, to classify trips based on trip records. Training the predictive model may comprise determining a plurality of hot spots based on the historical trip records, each of the plurality of hot spots comprising a region encompassing one or more locations, and associating, in the predictive model, the plurality of hot spots with historical classification information. Embodiments include receiving, from a user, a new trip record comprising a plurality of trip attributes related to a trip and using the predictive model to predict a classification for the trip based on the trip record.

Abstract: The present disclosure provides a composite machine learning system for a transaction labeling service. A transaction labeling service receives at least one descriptive string describing a transaction associated with a user. The service identifies a preliminary grouping from a generalized scheme. The service extracts a set of N-grams from the descriptive string and converts the N-grams and the preliminary grouping into a set of features. A machine learning model determines a label from a labeling scheme for the transaction based on the features. User input related to the label includes an accuracy indicator and a reliability indicator. If the reliability indicator satisfies a reliability condition, a set of training data for the machine learning model is updated based on the descriptive string and the label. The machine learning model is then trained against the updated set of training data.

Abstract: Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one example, a method for providing grouped travel data to a user interface of an application includes receiving travel data from an application running on a remote device; generating one or more travel data-based features from the travel data thereby creating featurized travel data; applying a pattern mining technique to the featurized travel data to detect a plurality of patterns in the featurized travel data; for each trip record in the featurized travel data: determining a plurality of trip record groups in which the trip record falls based on the plurality of patterns; and adding the trip record to a trip record group of the plurality of trip record groups according to a prioritization scheme; and transmitting the trip record group to the application running on the remote device.

Abstract: The invention relates to a method for mapping topics. The method includes obtaining terms, obtaining tokens from each term, and identifying a first and a second set of topics. Each of the topics represents one or more of the terms. The method further includes identifying first and second topic names for the first and the second sets of topics. For each topic, the tokens associated with the terms assigned to the topic are analyzed for relevance, and a token with a high relevance is selected as the topic name. The method also includes selecting one of the first and one of the second sets of topics to obtain first and second selected topics, determining, based on the one or more terms, a similarity value between each of the first and the second selected topics, and establishing a mapping between similar first and second selected topics.

Abstract: Aspects of the present disclosure provide techniques for classifying a trip. Embodiments include receiving, from a plurality of users, a plurality of historical trip records. Each of the plurality of historical trip records may comprise one or more historical trip attributes and historical classification information. Embodiments include training a predictive model, using the plurality of historical trip records, to classify trips based on trip records. Training the predictive model may comprise determining a plurality of hot spots based on the historical trip records, each of the plurality of hot spots comprising a region encompassing one or more locations, and associating, in the predictive model, the plurality of hot spots with historical classification information. Embodiments include receiving, from a user, a new trip record comprising a plurality of trip attributes related to a trip and using the predictive model to predict a classification for the trip based on the trip record.

Abstract: Certain aspects of the present disclosure provide techniques for recommending trip purposes to users of an application. Embodiments include receiving labeled travel data from the application running on a remote device including a plurality of trip purposes. Embodiments include building a topic model representing words associated with a plurality of topics. Embodiments include training a topic prediction model, using the plurality of topics and one or more features derived from each of the plurality of trip records, to output a topic based on an input trip record. Embodiments include training a purpose prediction model, using the topic model and the plurality of trip purposes, to output a trip purpose based on an input topic. The trip purpose may be recommended to a user via a user interface of the application running on the remote device.

Abstract: Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one embodiment, a method for providing grouped travel data to a user interface of an application, comprises: receiving a plurality of trip records from an application running on a remote device; providing a first subset of the plurality of trip records to a prediction model; providing a second subset of the plurality of trip records to a model training module; receiving labels for each trip record of the first subset of the plurality of trip records from the prediction model; grouping the first subset of the plurality of trip records based on the received labels; and transmitting the grouped first subset of the plurality of trip records to the application running on the remote device.

Abstract: Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one example, a method for providing grouped travel data to a user interface of an application includes receiving travel data from an application running on a remote device; generating one or more travel data-based features from the travel data thereby creating featurized travel data; applying a pattern mining technique to the featurized travel data to detect a plurality of patterns in the featurized travel data; for each trip record in the featurized travel data: determining a plurality of trip record groups in which the trip record falls based on the plurality of patterns; and adding the trip record to a trip record group of the plurality of trip record groups according to a prioritization scheme; and transmitting the trip record group to the application running on the remote device.

Abstract: Aspects of the present disclosure provide techniques for classifying a trip. Embodiments include receiving, from a plurality of users, a plurality of historical trip records. Each of the plurality of historical trip records may comprise one or more historical trip attributes and historical classification information. Embodiments include training a predictive model, using the plurality of historical trip records, to classify trips based on trip records. Training the predictive model may comprise determining a plurality of hot spots based on the historical trip records, each of the plurality of hot spots comprising a region encompassing one or more locations, and associating, in the predictive model, the plurality of hot spots with historical classification information. Embodiments include receiving, from a user, a new trip record comprising a plurality of trip attributes related to a trip and using the predictive model to predict a classification for the trip based on the trip record.

Abstract: Certain aspects of the present disclosure provide techniques for intelligent grouping of travel data for review through a user interface. In one example, a method for providing grouped travel data to a user interface of an application includes receiving travel data from an application running on a remote device; generating one or more travel data-based features from the travel data thereby creating featurized travel data; applying a pattern mining technique to the featurized travel data to detect a plurality of patterns in the featurized travel data; for each trip record in the featurized travel data: determining a plurality of trip record groups in which the trip record falls based on the plurality of patterns; and adding the trip record to a trip record group of the plurality of trip record groups according to a prioritization scheme; and transmitting the trip record group to the application running on the remote device.

Abstract: A method and system identify assistance offerings that are likely to be relevant to users of a data management system. The method and system utilize a multivariate random forest regression machine learning process to train an assistance offerings recommendation model to recommend relevant assistance offerings to users of the data management system. The multivariate random forest regression machine learning process replaces zero values in the training set data with negative numbers to increase the accuracy of the machine learning process.

Abstract: Certain aspects of the present disclosure provide techniques for recommending trip purposes to users of an application. Embodiments include receiving labeled travel data from the application running on a remote device including a plurality of trip purposes. Embodiments include building a topic model representing words associated with a plurality of topics. Embodiments include training a topic prediction model, using the plurality of topics and one or more features derived from each of the plurality of trip records, to output a topic based on an input trip record. Embodiments include training a purpose prediction model, using the topic model and the plurality of trip purposes, to output a trip purpose based on an input topic. The trip purpose may be recommended to a user via a user interface of the application running on the remote device.

Abstract: The invention relates to a method for mapping topics. The method includes obtaining terms, obtaining tokens from each term, and identifying a first and a second set of topics. Each of the topics represents one or more of the terms. The method further includes identifying first and second topic names for the first and the second sets of topics. For each topic, the tokens associated with the terms assigned to the topic are analyzed for relevance, and a token with a high relevance is selected as the topic name. The method also includes selecting one of the first and one of the second sets of topics to obtain first and second selected topics, determining, based on the one or more terms, a similarity value between each of the first and the second selected topics, and establishing a mapping between similar first and second selected topics.

Abstract: A method categorizes transaction records. A transaction record is received by a server application. The transaction record is encoded with a first machine learning model to obtain a transaction vector, wherein the transaction vector is in a same vector space as multiple account vectors. A second machine learning model executing in the server application, selects an account vector, from the multiple account vectors, corresponding to the transaction vector. An account identifier, corresponding to the account vector, is presented for the transaction record.