GreatNorthCollective/greatnorth-us-federal-ai-inventory-2024 huggingface dataset:
2_use_case_name: Where's My Refund and Where's My Amended Return Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project is implementing Where's My Refund (WMR) and Where's My Ammended Return (WMAR) voice bots for Accounts Management (AM). WMR voicebot allows taxpayers to obtain the status of their refund and fact of filing information. Taxpayers can initiate a Refund Trace, or re-issuance of their refund check, for their current year refunds. WMAR voicebot allows taxpayers to request the status of their amended tax return. The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: Provider caller with status on their WMR/WMAR.
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 4/1/2022
19_date_acq_dev_began: 3/7/2023
20_date_implemented: 1/4/2024
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: Call summary and call detail data.
34_data_docs: Documentation is widely available: Documentation is not only complete, but is widely accessible within the agency, and has an owner and a regular update cadence.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Machine Translation
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: To better facilitate and automate content translation efforts at the IRS, a cloud-based commercial off-the-shelf (COTS) solution is being leveraged for use by the Linguistic, Policy, Tools and Services (LPTS) Team. 

The Machine Translation (MT) application leverages AWS Neural Translate and is being assessed and evaluated by the primary users, the Linguistic Policy, Tools and Services (LPTS) organization, through integration with their existing processes. The MT application focuses on translation for existing text and labels into Spanish with the ultimate goal of becoming an enterprise solution for a variety of non-English translations.
12_outputs: The MT application focuses on translation for existing text and labels into Spanish and other languages with the ultimate goal of becoming an enterprise solution for a variety of non-English translations.
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 3/1/2022
19_date_acq_dev_began: 10/3/2022
20_date_implemented: 9/25/2023
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-22-P-00059,2032H5-24-F-00147
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: No
33_agency_data: Custom IRS Pub 850 glossary of English and Spanish tax terms and phrases developed by the IRS is periodically uploaded to allow the MT Application to provide the most consistent translations possible.
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
37_custom_code: No
38_code_access: Yes – agency has access to source code, but it is not public.
40_has_ato: Yes
41_system_name: Integrated Enterprise Portal
42_dev_tools_wait: 6-12 months
43_infra_provisioned: Yes
45_compute_request: Other
45_question_type: MT application uses Amazon Web Services (AWS) Application Programming Interfaces (APIs).
47_timely_resources: Yes
49_existing_reuse: Use of existing data platforms: This use case is being developed on existing enterprise data and analytics platforms within the agency rather than procuring additional platforms or SaaS to operate.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Economic Impact Payment (EIP) FAQ Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that responds to general taxpayer inquiries regarding the Economic Impact Payment (EIP) and includes options to route the call to live assistor during normal business hours.
The Intent Engine/AI System (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: Provide caller with information on Economic Impact Payment (EIP).
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 2/1/2021
19_date_acq_dev_began: 4/9/2021
20_date_implemented: 5/5/2021
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: Call summary and call detail data.
34_data_docs: Documentation is widely available: Documentation is not only complete, but is widely accessible within the agency, and has an owner and a regular update cadence.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: One-Time Payment Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that responds to general taxpayer inquiries regarding the One Time Payment (OTP) and includes options to route the call to live assistor during normal business hours.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests).  The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The system generates predefined responses that address common taxpayer inquiries about one-time payments. It also provides routing to live agents during business hours if the taxpayer's issue cannot be resolved by the voicebot.
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 4/1/2021
19_date_acq_dev_began: 6/1/2021
20_date_implemented: 1/4/2022
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: Training data includes logs from prior taxpayer inquiries regarding one-time payments and payment plans. 
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: FAQs / Notice Clarifications Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that responds to general taxpayer inquiries regarding the Notice Clarifications and includes options to route the call to live assistor during normal business hours.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The system produces predefined answers to taxpayer questions about notices and other clarifications. If the question cannot be resolved automatically, the system escalates to a live agent or prompts the taxpayer for further clarification. 
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 4/1/2021
19_date_acq_dev_began: 6/1/2021
20_date_implemented: 1/4/2022
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: The model uses interaction data from FAQs and Notice clarifications previously provided by live agents. Metadata from taxpayer inquiries about IRS notices and FAQs.
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Advance Child Tax Credit (AdvCTC) Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that answers common taxpayer questions about the Advance Child Care Tax Credit.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The system generates predefined responses that address common taxpayer inquiries about Advance Child Care Tax Credit. It also provides routing to live agents during business hours if the taxpayer's issue cannot be resolved by the voicebot.
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 11/17/2021
19_date_acq_dev_began: 11/17/2021
20_date_implemented: 2/18/2022
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: Call summary and call detail data.
34_data_docs: Documentation is widely available: Documentation is not only complete, but is widely accessible within the agency, and has an owner and a regular update cadence.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Small Business/Self Employed (SBSE) FAQ Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that resides on ACI platform which answers general taxpayer inquiries regarding the One Time Payment (OTP), the Notice Clarifications and includes options to route the call to live assistor during normal business hours.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The system outputs include predefined responses to FAQs related to notices and one-time payments. It routes call to live agents during business hours if necessary and provides guidance based on the identified intent of the taxpayer. 
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 1/27/2023
19_date_acq_dev_began: 6/15/2023
20_date_implemented: 8/4/2023
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: The model uses data from FAQs and historical inquiries handled by live agents.
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Insolvency and Offer in Compromise Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that responds to general taxpayer inquiries regarding the OIC Program as well as insolvent taxpayers with their most requested services with the options to route the call to live assistor during normal business hours.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The outputs consist of responses to questions about Offers in Compromise (OIC) (deployed 5/31/24) and Insolvency (deployed 6/14/24), based on predefined FAQs. When the system cannot resolve an inquiry, it either prompts the user for clarification or routes the call to a live assistor.
16_dev_stage: Operation and Maintenance
17_impact_type: Neither
18_date_initiated: 12/6/2023
19_date_acq_dev_began: 2/1/2024
20_date_implemented: 5/31/2024
22_dev_method: Developed with contracting resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
27_public_info: No
29_contains_pii: No
30_saop_review: Yes
31_data_catalog: Yes
33_agency_data: Data from taxpayer interactions about insolvency options and Offers in Compromise (OIC) queries. Metadata from insolvency-related queries and OIC case files. 
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
37_custom_code: No
38_code_access: No – agency does not have access to source code.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Financial Relief Voicebot
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Mission-Enabling
10_commercial_ai: None of the above.
11_purpose_benefits: This project developed self-service application that responds to general taxpayer inquiries regarding the Financial Relief and includes options to route the call to live assistor during normal business hours.
The Intent Engine (using NLP and AI algorithms) classifies taxpayers' utterances (questions) into intents (requests). The answers provided to the taxpayers are not created by Generative AI. The responses of the voicebot and business logic is predetermined by content owners. This AI tool aims to classify/navigate to a correct predetermined response.
12_outputs: The system generates predefined answers to inquiries about financial relief options for taxpayers. The system navigates through predefined responses, asks clarifying questions if needed, and routes calls to live agents for complex issues.
16_dev_stage: Acquisition and/or Development
17_impact_type: Neither
18_date_initiated: 1/8/2024
19_date_acq_dev_began: 2/1/2024
22_dev_method: Developed with both contracting and in-house resources.
23_contract_piids: 2032H5-19-F-00641
24_hisp_support: No
31_data_catalog: Yes
33_agency_data: Historical data from financial relief inquiries and associated case resolutions. Metadata from taxpayer requests for financial relief and payment plans. 
34_data_docs: Documentation is complete: Documentation exists regarding the maintenance, composition, quality, and intended use of the training and evaluation data, as well as any statistical bias across model features and protected groups.
40_has_ato: Yes
41_system_name: Nuance Digital Contact Center Platform (DCCP)
42_dev_tools_wait: Less than 6 months
43_infra_provisioned: Yes
45_compute_request: Yes
47_timely_resources: Yes
49_existing_reuse: None: This use case does not re-use any internally developed tooling or managed infrastructure from any other AI development efforts within the agency.
50_internal_review: Documentation has been published: Complete documentation has been published to a repository or data catalog within the agency and is made accessible to other data science teams for review and feedback.
2_use_case_name: Generative AI Toolbox for Contract Document Assistance
3_agency: Department of the Treasury
3_abr: TREAS
4_bureau: Internal Revenue Service
8_topic_area: Government Services (includes Benefits and Service Delivery)
10_commercial_ai: Summarizing the key points of a lengthy report using AI.
11_purpose_benefits: Exploring / planning potential use of generative AI to assist with contract document tasks such as:
- Assisting with drafting contract statements of work.
- Reviewing contracts and supporting documents for completeness, consistency, and policy compliance.
- Reducing barriers for small businesses / new entrants to bid on Treasury contracts by offering AI powered proposal writing assistance.
12_outputs: The AI system generates accurate, contextually relevant, and human readable text outputs based on user input queries and uploaded documents. Its outputs include: Document Summaries., Draft Responses, Content Rewrite, Question-Answer Pairs, Data Extraction, Analysis and Recommendations.
16_dev_stage: Acquisition and/or Development
17_impact_type: Rights-Impacting