Method and system for automated categorization of statements
First Claim
1. A method for categorizing customer service opening statements, the method comprising:
- collecting a plurality of opening statements to be categorized;
creating one or more rules for categorizing the opening statements;
grouping the rules into one or more sets of rules;
storing the sets of rules;
selecting one of the sets of rules to apply to the opening statements;
automatically applying the rules in accordance with a rule hierarchy to a list of the opening statements one opening statement at a time;
searching each opening statement for one or more text string combinations;
automatically determining a category label for each opening statement based upon the presence of one or more of the text string combinations;
assigning a category label to each opening statement when each opening statement first satisfies one of the rules; and
creating an output file including each opening statement and a corresponding category label.
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Abstract
A method and system for automating categorization of statements includes a categorization system having a plurality of rules to categorize the statements, a rule engine, and a category engine. The rule engine allows for the creation and storage of objective rules used to categorize the statements. The category engine automatically applies the rules to a list of statements in order to categorize the statements and automatically determines a category label for each statement. The category engine further creates an output file including each statement and the corresponding category label. The use of objective rules to categorize the statements allows for reliable and consistent categorization results and eliminates any subjectiveness in the categorization of the statements.
297 Citations
34 Claims
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1. A method for categorizing customer service opening statements, the method comprising:
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collecting a plurality of opening statements to be categorized;
creating one or more rules for categorizing the opening statements;
grouping the rules into one or more sets of rules;
storing the sets of rules;
selecting one of the sets of rules to apply to the opening statements;
automatically applying the rules in accordance with a rule hierarchy to a list of the opening statements one opening statement at a time;
searching each opening statement for one or more text string combinations;
automatically determining a category label for each opening statement based upon the presence of one or more of the text string combinations;
assigning a category label to each opening statement when each opening statement first satisfies one of the rules; and
creating an output file including each opening statement and a corresponding category label.
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2. A method for the automated categorization of statements, the method comprising:
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creating one or more rules for categorizing the statements;
selecting one or more of the rules to apply to the statements;
automatically applying the rules to a list of the statements; and
automatically determining a category label for each statement based upon the rules. - View Dependent Claims (3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. Software for the automated categorization of statements, the software-embodied in a computer-readable medium and operable to:
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create one or more rules for categorizing the statements;
select one or more of the rules to apply to the statements;
apply the rules to a list of the statements; and
determine a category label for each statement based upon the rules. - View Dependent Claims (17, 18, 19, 20, 21, 22, 23, 24, 25)
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26. A system for the automated categorization of statements, the system comprising:
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a plurality of rules a rule engine operable to create and store the rules used to categorize the statements; and
a category engine associated with the rule engine, the category engine operable to apply the rules to the statements and determine a category label for each statement. - View Dependent Claims (27, 28, 29, 30, 31, 32, 33, 34)
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Specification