TREAS · TREAS-115 · record R2803

Joint Committee on Taxation Review Research Aide

Department of the Treasury · Internal Revenue Service (IRS)

Overview

Development stage: In development or acquisitionSource: a) Pre-deployment – The use case is in a development or acquisition status.
High-impact designation: Not high-impactSource: c) Not high-impact
Impact justification: The output is not presumed to be high-impact and is not used as the principal basis for significant decisions/actions
Start date: Not reported
Withheld from public reporting: NoSource: a) No

Mission

Topic area: Administrative Functions
Operational functions: Chatbot or virtual assistant, Search and knowledge retrieval Derived by keyword rules; see methodology

Problem the AI is intended to solve

The Joint Committee on Taxation Review (JCTR) Research Aide is a generative AI (GenAI) system that uses Retrieval Augmented Generation (RAG) search to answer questions on JCTR policies and procedures that are provided in natural language. This tool has a use case specific user interface (UI) that uses the Certara platform via Application Programming Interface (API) to perform the Retrieval-Augmented Generation (RAG) search and generation.

Expected benefits

Operational efficiency and reduced cost by providing the necessary information to agents to quickly fins answer to JCTR questions reducing the time and effort needed to research responses.

System outputs

This system uses an embedding model to produce a vector representation of texts for contextual searching, and Large Language Model to generate a response to user inquiries. Outputs of the tool include the model generated response to a user's inquiry, as well as the text from relevant documents identified in the retrieval stage and used by the model in generating said response.

Technology

AI classification: Generative AISource: Generative AI: AI that generates new or synthetic content (e.g., images, videos, audio, text, code).
System name(s): Not reported
Custom-developed code: Not reported
Public source code: Not reported

Sourcing

How it was built: Not reported
Vendor (as reported): Not reported
Vendors (standardized): None on the standard list

A vendor is the supplier named by the agency. It does not identify the underlying model or AI technology.

Data and privacy

Involves PII: Not reported
Privacy Impact Assessment: Not reported
Authorization to Operate: Not reported
Demographic features: Not reported
Training and evaluation data: Not reported
Federal Data Catalog: Not reported

Governance

0 of 8 minimum-practice questions answered. A blank answer means the agency reported nothing; it does not mean the practice is absent.

Pre-deployment testingNo answer reported

AI impact assessmentNo answer reported

Independent reviewNo answer reported

Ongoing monitoringNo answer reported

Operator trainingNo answer reported

Fail-safeNo answer reported

Appeal processNo answer reported

User and public consultationNo answer reported

Potential impacts and how they were identified

Not reported