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Towards a pattern recognition approach for transferring knowledge in acm v4 for publication

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Towards a Pattern Recognition Approach for Transferring Knowledge in ACM

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Towards a pattern recognition approach for transferring knowledge in acm v4 for publication

  1. 1. Towards a Pattern Recognition Approach for Transferring Knowledge in ACM Thanh Tran Thi Kim Christoph Ruhsam Max J. Pucher ISIS Papyrus Europe AG, Austria Maximilian Kobler University of Applied Sciences Burgenland, Autria Jan Mendling Vienna University of Economics and Business, Institute for Information Business, Austria
  2. 2. Overview Motivation ACM fundamental concepts User-Trained Agent (UTA) principles Applying the UTA in ACM Benefits of the approach
  3. 3. Motivation ACM helps KWs to deal with unpredictable situations. Support KWs with context- sensitive proposals instead of extensive prescriptive procedures. How to support knowledge acquisition, sharing and collaboration by ACM?
  4. 4. Peter Drucker “Knowledge is only between two ears”
  5. 5. The User Trained Agent (UTA) Capture knowledge by observing KWs activities! Real-time transductive learning through observations during normal user interaction. No training needed! Knowledge is stored in a central knowledge base. Share knowledge between individuals, groups, departments and across locations. Propose best next actions to influence future ACM execution. A learning organization needs a learning system.
  6. 6. Contract Contract Proposal Content Customer Database Entities Goals Authorization Policy Rules Library Tasks User Interaction Cases ACM Fundamental Concepts
  7. 7. UTA Principles UTA is built on pattern recognition principles. Instant activity observations through behavioural data patterns UTA observes state patterns of a Case: Goals, Data artefacts, Tasks and Processes, Rules, etc. Learning related to the role of the performer.
  8. 8. UTA in ACM Design time Run time Adapting phase ACM Observe Transfer Knowledge Suggest UTA Knowledge worker
  9. 9. Knowledge Handling of UTA The internal knowledge of UTA consists of: Learning Samples Container Action Container Feature Container Cluster Container
  10. 10. Learning Samples Container Collection of samples observed by the UTA whenever a knowledge worker executed an ad hoc action.
  11. 11. Learning Sample Properties Input data: all relevant data which describe the state of a Case. Pointer to the learned action. Indicates whether it is a positive or negative sample. Indicate whether the sample was learned from KWs or automatically by the UTA (implicit negative samples).
  12. 12. UTA Learning Modes Positive learning Perform matching actions (“positive”). More samples needed to find differences. Negative learning is needed. Explicit negative learning Declare samples explicitly as “negative”. Implicit negative learning Assume that samples for a certain action are negative samples for other actions
  13. 13. Action Container Contains all learned actions Updated when a previously unknown action is observed. All information about used parameters is captured.
  14. 14. Feature Container Collects all available features (=object data attributes) observed for a certain action
  15. 15. Cluster Container Decision cluster: map between observed actions and relevant features
  16. 16. UTA Main Functions 1.Learn user actions related to case patterns. Triggered in real-time by changes in the defined state space of the Case. 2.Recommend actions when similar patterns are identified Role of performer is considered KWs can decide whether to follow the recommendation or execute another ad hoc action.
  17. 17. State Space Scopes Theoretically all data attributes of a certain Case can be observed Contains a lot of „noise“ Business Ontologies map business objects with the underlying ACM object model Filter only for business relevant items Faster learning
  18. 18. UTA Recommendations Current sample is compared against the knowledge base in respect to the relevant features. Good match: sample already exists in the knowledge base, confidence will be increased. Confidence rated from 1 (low) – 5 (high). No match: Sample added to the knowledge base for evaluation of feature relevance. Knowledge can stem from diverse business situations of a company, a certain department or only specific case types.
  19. 19. Confidence Calculation Sample Sample Feature evaluation 0 Action Quality
  20. 20. UTA Test Case: Contract Management Standard covered by a predefined Case Template. KW finds out that an exception handling is needed for a contract value within a certain range. E.g. perform additional checks before approving when the value is 500.000 – 700.000 EUR. Check transfer fees, transfer conditions between the banks These activities and the range were not foreseen in the Case Template. KW defines an ad hoc Task. UTA learns and supports others with BNAs in similar situations.
  21. 21. Influence of Ontology Using ontology, the UTA observations are filtered to contain only the relevant business data. The confidence rating reaches quickly high ratings. Without ontology the confidence raises slower and takes longer until a stable state is reached.
  22. 22. Influence of Negative Learning Ontology is applied Without negative learning the confidence stays constant at 2 stars. With negative learning, the suggestions quickly reaches high confidence.
  23. 23. Best Next Action User Interactions Accept a suggestion: Related action is passed to the UTA as positive learning sample. Reject a suggestion: Related action is passed to the UTA as explicitly negative learning sample. No selection will not influence the knowledge base
  24. 24. Benefits of the UTA Approach The UTA observes user actions and transfers the acquired knowledge from single KWs to teams. Continuous knowledge acquisition and sharing. The UTA‘s knowledge is gradually built by learning during normal work with the ACM system. No extra training by specialists is needed! Negative learning samples are important! The rating of observed situations is maintained by the UTA throughout the life-time of the system with full transparency to ACM Users. The recommendations from the UTA are objective and increase in confidence accordingly.
  25. 25. Thank you for your attention!

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