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EXCITEMENT: EXploring Customer
Interactions through Textual EntailMENT
                Short project introduction
        FP7-ICT-2011-7 (Objective 4.2b, STREP)
Partners
Academic Partners:
      Bar-Ilan University, Ramat Gan, Israel (I. Dagan)
      DFKI, Saarbrücken, Germany (G. Neumann)
      Fondazione Bruno Kessler, Povo, Italy (B. Magnini)
      University of Heidelberg, Germany (S. Pado)


Industrial Partners:
      NICE, Ra'anana, Israel (English analytics
       provider, coordinator)
      German company (OMQ, German IT support company)
      AlmaViva, Roma, Italy (Italian analytics provider)

EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Genesis of the Proposal
   Collaboration between BIU and NICE developed in
    2009/10
       Topic: Semantic inference
       Smaller scale, national Israeli funding


   Idea for a larger-scale project, early 2010
   Consortium formed at ACL 2010 conference (July)
   Weekly status calls; meeting in Brussels Nov 2010
Previous collaborations
      ALM
      A
         joint project                          NICE
                    FB                   joint Israeli
                    K    joint work on   project
   joint work on EC
   QALL-ME project       entailment

                               BIU
      DFKI
                             joint work on entailment;
    joint project            book chapter

      OMQ                                  HEI
Two goals
   Scientific goal (Goal A) : Develop and advance a
    “MOSES-style” open platform for multi-lingual
    textual inference
   Industrial goal (Goal B) : Inference-based
    processing of customer interactions across
    languages and interaction channels
                        Open Platform for
                         Multi-lingual TI

      Textual                                Customer
     Inference        Inference-based       Interactions
                         Interaction
                          Analysis
Goal A: Multi-lingual Textual Inference
   Identification of semantic inference relations between
    texts
       Question: Who acquired Overture?
       Text: Yahoo’s buyout of Overture…
       Anwer: Who = Yahoo

   Framework: Textual inference
       No analysis to specific linguistic formalism
       Instead: Establish mapping between texts at textual level
           Good mapping: valid inference; bad mapping: invalid inference

   Free choice of algorithms, mapping levels, …
       Robustness, efficiency
Textual Inference: Subgoals (1/3)
   Challenges to address:
       Majority of work for English – reusability for other
        languages problematic
       No sharing of algorithms or resources across individual
        systems
       Wheel must be “reinvented” for each new study


   Goal A1: A Generic Multilingual Architecture
       Develop modular APIs for inference platforms
           Language-independent specifications of
            modules, algorithms, resources
           Language-independent preprocessing
Generic Entailment Platform




EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Textual Inference: Subgoals (2/3)
   Challenges to address:
       Large-scale knowledge about valid inference patterns only
        available for English
       Knowledge is never complete
           Methods for approximate matching necessary


   Goal A2: Algorithmic Progress in Textual
    Inference
       Multi-lingual and cross-lingual knowledge induction
        methods
       Frameworks for probabilistic matching
Textual Inference: Subgoals (3/3)
   Challenges to address:
       NLP application builders interested in inference must
        integrate specialized external systems or develop own
        system
           High threshold
       No practical re-use of existing
        modules, algorithms, resources

   Goal A3: An open-source multi-lingual textual
    inference platform
       Open-source reference implementation of a textual
        inference platform for practical exploitation of Goal A1
       Similar to MOSES in MT community
       Fostering of an open-source community around platform
Goal B: Customer Interaction Analytics
   Customer interaction analytics is large and growing
       Multiple channels: Call centers, email contacts, web
        forums
   Substantial added value for companies:
       (dis)advantages of products, typical customer
        problems, typical problems in customer handling, …
   Analysts must be supported by automatic systems
    that represent interactions in a compact, expressive
    form
       State-of-the-art: Keyword-based analysis


   Our proposal: Replace by textual inference
EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Interaction Analytics: Subgoals (1/3)
   Goal B1: Interaction exploration and processing
    schemes at the statement level
       Development of concrete algorithms for phrasing
        interaction analytics queries in terms of entailment
        questions
       Focus: Statement level (as opposed to keyword level)


   Use case 1: Creation of entailment graphs
       Entailment for visualization of customer information
   Use case 2: Searching customer information
       Entailment for query expansion

EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Use case 1: Creation of entailment graphs
Use case 2: Entailment-driven query expansion
Interaction Analytics: Subgoals (2/3)

   A priori, inference technology groups statements
    only according to their inference relations
       May not correspond exactly to analysts’ needs


   Goal B2: Integrating textual inference and
    domain knowledge
       Examples: Predefined categories, process ontologies
       Develop methods to integrate such extralinguistic
        knowledge into the textual inference computation process



EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Interaction Analytics: Subgoals (3/3)

   Goal B3: Implemented industrial application
       Harvesting benefits of goals B1 and B2 in industrial
        context
       Identification of sufficiently robust and efficient entailment
        modules for practical deployment
       Integration of entailment platforms into existing industrial
        systems
       On-field evaluation for different language-channel
        combinations



EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Language-Channel Matrix
  Evaluation on Domain Benchmarks (Open Platform)

                  English           German             Italian
Email             NICE              OMQ
Speech            NICE                                 ALMA
Social                              HEI                ALMA
Media
  On-Field Evaluation (Industrial Systems)

                  English           German             Italian
Email                               OMQ
Speech      NICE
Social                                                   ALMA
Media EXploring Customer Interactions through Textual EntailMENT
EXCITEMENT:
Work program sketch
   WP 1. User requirements (NICE)                                           M 1-27
   WP 2. Multilingual data collection (ALMA)                                M 1-27
   WP 3. Specification of architecture (HEI)                                M 1-27

   WP 4. TE Open Platform (FBK)                                             M 1-36
   WP 5. Multilingual knowledge acquisition (BIU)                           M 1-36
   WP 6. Textual Inference components development (DFKI)                    M 6-36

   WP 7. Text exploration: integration and evaluation (OMQ)                 M 12-36
   WP 8. Open platform evaluation and distribution (BIU)                    M 10-36
   WP 9. Dissemination and exploitation       (FBK)                         M 1-36
   WP 10. Scientific Coordination (FBK)                                     M 1-36
   WP 11. Management        (NICE)                                          M 1-36




    EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Pert diagram
Development cycles
   Cycle 1: Month 1-12
       First cycle through all WPs
       End result: Two workable products
           First release of open source platform
   Cycle 2: Month 12/24
       Second cycle through all WPs
       End result: Two robust, feature-complete products
           Second release of open source platform
           Second release of industrial applications
   Cycle 3: Month 24/36
       Third cycle through all WPs
       End result: Two robust, feature-complete products
           Second release of open source platform
           Second release of industrial applications
Milestones
   MS1 (month 12): First Textual Entailment Platform
    (internal use) – Cycle I. The milestone is planned in
    correspondence with the first year review meeting.



   MS2 (month 18): Open platform - first release. This
    milestone aims at showing that the functionalities of
    the first version of the Textual Entailment Open
    Platform, developed in WP4 and WP5, are
    successfully achieved, and that the open source
    distribution has properly started.

EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
Milestones
   MS3 (month 24): Open platform and text exploration applications –
    Cycle II. This milestone will show the progresses in the distribution of
    the open platform (WP8) as well as the text exploration applications
    at the end of the second development/evaluation cycle.
    Correspondence with both the first EXCITEMENT workshop and the
    expected second year review meeting.

   MS4 (month 36): Open platform and text exploration applications –
    Cycle III. This milestone aims at showing the final results of the
    project at the end of the third development/evaluation cycle, both in
    terms of the open platform (WP8) and of the impact of the text
    exploration components on the companies applications (WP7). final
    EXCITEMENT workshop and the expected third year review
    meeting.


EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT

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Excitement introduction

  • 1. EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT Short project introduction FP7-ICT-2011-7 (Objective 4.2b, STREP)
  • 2. Partners Academic Partners:  Bar-Ilan University, Ramat Gan, Israel (I. Dagan)  DFKI, Saarbrücken, Germany (G. Neumann)  Fondazione Bruno Kessler, Povo, Italy (B. Magnini)  University of Heidelberg, Germany (S. Pado) Industrial Partners:  NICE, Ra'anana, Israel (English analytics provider, coordinator)  German company (OMQ, German IT support company)  AlmaViva, Roma, Italy (Italian analytics provider) EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 3. Genesis of the Proposal  Collaboration between BIU and NICE developed in 2009/10  Topic: Semantic inference  Smaller scale, national Israeli funding  Idea for a larger-scale project, early 2010  Consortium formed at ACL 2010 conference (July)  Weekly status calls; meeting in Brussels Nov 2010
  • 4. Previous collaborations ALM A joint project NICE FB joint Israeli K joint work on project joint work on EC QALL-ME project entailment BIU DFKI joint work on entailment; joint project book chapter OMQ HEI
  • 5. Two goals  Scientific goal (Goal A) : Develop and advance a “MOSES-style” open platform for multi-lingual textual inference  Industrial goal (Goal B) : Inference-based processing of customer interactions across languages and interaction channels Open Platform for Multi-lingual TI Textual Customer Inference Inference-based Interactions Interaction Analysis
  • 6. Goal A: Multi-lingual Textual Inference  Identification of semantic inference relations between texts  Question: Who acquired Overture?  Text: Yahoo’s buyout of Overture…  Anwer: Who = Yahoo  Framework: Textual inference  No analysis to specific linguistic formalism  Instead: Establish mapping between texts at textual level  Good mapping: valid inference; bad mapping: invalid inference  Free choice of algorithms, mapping levels, …  Robustness, efficiency
  • 7. Textual Inference: Subgoals (1/3)  Challenges to address:  Majority of work for English – reusability for other languages problematic  No sharing of algorithms or resources across individual systems  Wheel must be “reinvented” for each new study  Goal A1: A Generic Multilingual Architecture  Develop modular APIs for inference platforms  Language-independent specifications of modules, algorithms, resources  Language-independent preprocessing
  • 8. Generic Entailment Platform EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 9. Textual Inference: Subgoals (2/3)  Challenges to address:  Large-scale knowledge about valid inference patterns only available for English  Knowledge is never complete  Methods for approximate matching necessary  Goal A2: Algorithmic Progress in Textual Inference  Multi-lingual and cross-lingual knowledge induction methods  Frameworks for probabilistic matching
  • 10. Textual Inference: Subgoals (3/3)  Challenges to address:  NLP application builders interested in inference must integrate specialized external systems or develop own system  High threshold  No practical re-use of existing modules, algorithms, resources  Goal A3: An open-source multi-lingual textual inference platform  Open-source reference implementation of a textual inference platform for practical exploitation of Goal A1  Similar to MOSES in MT community  Fostering of an open-source community around platform
  • 11. Goal B: Customer Interaction Analytics  Customer interaction analytics is large and growing  Multiple channels: Call centers, email contacts, web forums  Substantial added value for companies:  (dis)advantages of products, typical customer problems, typical problems in customer handling, …  Analysts must be supported by automatic systems that represent interactions in a compact, expressive form  State-of-the-art: Keyword-based analysis  Our proposal: Replace by textual inference EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 12. Interaction Analytics: Subgoals (1/3)  Goal B1: Interaction exploration and processing schemes at the statement level  Development of concrete algorithms for phrasing interaction analytics queries in terms of entailment questions  Focus: Statement level (as opposed to keyword level)  Use case 1: Creation of entailment graphs  Entailment for visualization of customer information  Use case 2: Searching customer information  Entailment for query expansion EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 13. Use case 1: Creation of entailment graphs
  • 14. Use case 2: Entailment-driven query expansion
  • 15. Interaction Analytics: Subgoals (2/3)  A priori, inference technology groups statements only according to their inference relations  May not correspond exactly to analysts’ needs  Goal B2: Integrating textual inference and domain knowledge  Examples: Predefined categories, process ontologies  Develop methods to integrate such extralinguistic knowledge into the textual inference computation process EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 16. Interaction Analytics: Subgoals (3/3)  Goal B3: Implemented industrial application  Harvesting benefits of goals B1 and B2 in industrial context  Identification of sufficiently robust and efficient entailment modules for practical deployment  Integration of entailment platforms into existing industrial systems  On-field evaluation for different language-channel combinations EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 17. Language-Channel Matrix Evaluation on Domain Benchmarks (Open Platform) English German Italian Email NICE OMQ Speech NICE ALMA Social HEI ALMA Media On-Field Evaluation (Industrial Systems) English German Italian Email OMQ Speech NICE Social ALMA Media EXploring Customer Interactions through Textual EntailMENT EXCITEMENT:
  • 18. Work program sketch  WP 1. User requirements (NICE) M 1-27  WP 2. Multilingual data collection (ALMA) M 1-27  WP 3. Specification of architecture (HEI) M 1-27  WP 4. TE Open Platform (FBK) M 1-36  WP 5. Multilingual knowledge acquisition (BIU) M 1-36  WP 6. Textual Inference components development (DFKI) M 6-36  WP 7. Text exploration: integration and evaluation (OMQ) M 12-36  WP 8. Open platform evaluation and distribution (BIU) M 10-36  WP 9. Dissemination and exploitation (FBK) M 1-36  WP 10. Scientific Coordination (FBK) M 1-36  WP 11. Management (NICE) M 1-36 EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 20. Development cycles  Cycle 1: Month 1-12  First cycle through all WPs  End result: Two workable products  First release of open source platform  Cycle 2: Month 12/24  Second cycle through all WPs  End result: Two robust, feature-complete products  Second release of open source platform  Second release of industrial applications  Cycle 3: Month 24/36  Third cycle through all WPs  End result: Two robust, feature-complete products  Second release of open source platform  Second release of industrial applications
  • 21. Milestones  MS1 (month 12): First Textual Entailment Platform (internal use) – Cycle I. The milestone is planned in correspondence with the first year review meeting.  MS2 (month 18): Open platform - first release. This milestone aims at showing that the functionalities of the first version of the Textual Entailment Open Platform, developed in WP4 and WP5, are successfully achieved, and that the open source distribution has properly started. EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT
  • 22. Milestones  MS3 (month 24): Open platform and text exploration applications – Cycle II. This milestone will show the progresses in the distribution of the open platform (WP8) as well as the text exploration applications at the end of the second development/evaluation cycle. Correspondence with both the first EXCITEMENT workshop and the expected second year review meeting.  MS4 (month 36): Open platform and text exploration applications – Cycle III. This milestone aims at showing the final results of the project at the end of the third development/evaluation cycle, both in terms of the open platform (WP8) and of the impact of the text exploration components on the companies applications (WP7). final EXCITEMENT workshop and the expected third year review meeting. EXCITEMENT: EXploring Customer Interactions through Textual EntailMENT