TREAS · TREAS-IRS-72 · record R2853

TP360 IRM Research Companion

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: Service Delivery
Operational functions: Search and knowledge retrieval Derived by keyword rules; see methodology

Problem the AI is intended to solve

AI is to assistant CSR as Knowledge Management Librarian for natural language querying to find solutions, improving IRM research thus minimizing time spent and redundant research. Currently CSR do a basic search on SERP https://serp.enterprise.irs.gov/homepage.html and have to browse through the results to find tax related information in IRM while taxpayer is on phone.

Expected benefits

AI chatbots can deliver instant responses to routine inquiries, significantly reducing wait times and improving user satisfaction. Chatbots enhanced with RAG can pull responses from live documents or knowledge bases, improving grounding and accuracy

System outputs

Provide concise and precise answer to the query and provided IRM references for further investigation if needed

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