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Snapshot · OMB 2025 inventory · processed Oct 11, 2026
TREAS · TREAS-IRS-56 · record R2842

Accounts Management “Balance Due” Call Transcript Classification

Department of the Treasury · Internal Revenue Service (IRS)

Overview

Development stage
PilotSource: b) Pilot – The use case has been deployed in a limited test or pilot capacity.
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
2024-09-09 (day precision)Source: 9/9/2024
Withheld from public reporting
NoSource: a) No

Mission

Topic area
Service Delivery
Operational functions
Translation and transcription Derived by keyword rules; see methodology

Problem the AI is intended to solve

This project aims to sort customer call transcripts into groups based on the issues customers need help with.

Expected benefits

The AI system will inform research and decision making to enhance the customer experience.

System outputs

The AI system will output categories, classifying call transcripts.

Technology

AI classification
Natural language processingSource: Natural Language Processing: AI that processes, interprets, and shares information in human language.
System name(s)
Not reported
Custom-developed code
Yes
Public source code
github.com ↗

Sourcing

How it was built
Developed in-houseSource: b) Developed in-house
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
Yes
Privacy Impact Assessment
Not reported
Authorization to Operate
No
Demographic features
k) None of the above
Training and evaluation data
Two datasets are used to fine-tune the model. The first dataset is the “NXT Switchboard Annotations”. This dataset has 260 hours of speech where researchers manually annotated calls for syntactic structure and disfluencies. Fine tuning is used to clean the call transcriptions. For the second dataset, project members manually labeled a dataset to train a classifier to identify and remove the identity verification portion of the call.
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