Survey Analysis and Categorization Assisted by a Knowledgebase

• US 20110295592A1
• Filed: 05/28/2010
• Published: 12/01/2011
• Est. Priority Date: 05/28/2010
• Status: Abandoned Application

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Wagner, Earl, Kelly, Patrick, Calman, Matthew Alexander, Price, David D.
• Application Number:
  US12/790,111
• Publication Number:
  US 20110295592A1
• Time in Patent Office: Days
• US Class Current: 704/9
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

The disclosure generally relates to knowledge retrieval using a knowledgebase storing general and/or expert knowledge. In particular, the disclosure relates to using an enhanced knowledgebase to implement a tool for analysis and categorization of surveys.

Claims

1. A method for use with an enhanced survey categorization tool, the method comprising:

a. receiving input data, where the input data comprises textual data from a survey;

b. extracting concepts from the input data;

c. providing the concepts to a backend system, where the backend system comprises an optimized knowledgebase combining a company-specific knowledge representation and a survey knowledge representation;

d. receiving a results record from the backend system in response to the providing of the concepts, where the results record comprises an ordered list of category labels for association with the survey; and

e. comparing the list of category labels with a manually selected category label;

f. generating, using the reporting module, an indication of whether the manually selected category label is present on the list of category labels;

g. providing the input data and manually selected category label to the backend system for incorporation into the survey knowledge representation.

2. The method of claim 1, where the step of extracting concepts from the input data includes populating a data structure with the concepts, and where the step of providing the concepts to the backend system includes sending the data structure to backend system, and the optimized knowledgebase includes a general knowledge representation.

3. The method of claim 1, further comprising:

sending survey documents to the backend system to update the survey knowledge representation at a periodic interval.

4. The method of claim 3, where the periodic interval is daily.

5. The method of claim 1, further comprising:

sending personnel records and employment history records to the backend system to update the survey knowledge representation.

6. The method of claim 1, where the input data is automatically retrieved from a document using the data extraction module.

7. The method of claim 6, where the document is a survey.

8. The method of claim 1, where the input data is entered by a survey assessor attempting to categorize the survey.

9. The method of claim 1, where the formatted output is integrated into an existing graphical user interface to further assist in categorizing surveys.

10. The method of claim 1, where the list of category labels is in a form of an ordered list.

16. A tangible computer-readable medium storing computer-executable instructions that, when executed by a processor, cause the system to perform steps of claim 1.

11. An apparatus comprising:

a. an electronic processor;

b. a computer memory storing modules configured to be executed by the processor, the modules comprising;

i. a data extraction module configured to extract concepts from input data and provide the concepts to a backend system; and

ii. a report module configured to receive a results record from the backend system in response to data extraction module providing the concepts to the backend system and formatting output using the results record; and

c. a communications interface configured to receive the input data comprising textual data of a survey, and send formatted output.

12. The apparatus of claim 11, where the backend system comprises an optimized knowledgebase combining a general knowledge representation, a company-specific knowledge representation, and a survey knowledge representation.

13. The apparatus of claim 12, where the survey knowledge representation is updated on a periodic basis.

14. The apparatus of claim 11, where the backend system comprises an optimized knowledgebase combining a general knowledge representation and an expert knowledge representation.

15. The apparatus of claim 11, where the data extraction module provides the concepts to the backend system using a concept vector.