IP Library Granted Patent US 12670972
Granted Patent B2
US 12670972 · App. 19/048,638 · Granted Jun 30, 2026

Adaptive clinical trial data analysis using AI-guided visualization selection

Inventors: Ryan Hafen (Austin, TX); Brian Hobbs (Austin, TX); Michael Kane (Austin, TX)
Assignee: Telperian, Inc.
G16H10/20G06F16/248G16H10/60G16H50/70
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12670972
App. No.
19/048,638
Granted
Jun 30, 2026
Kind
B2
Abstract

Provided is a method, including obtaining data associated with clinical trials, storing the obtained data into a repository by preprocessing the data to standardize diverse input formats into unified data model and organizing the stored data into a schema designed to integrate data of diverse input formats, indexing the stored data and analyses performed on the stored data, selecting one or more visualizations responsive to the query by selecting one or more visualizations as being responsive to the query based on metadata associated with each of the one or more visualizations, determining whether the stored data is associated with a plurality of metadata requirements of each of the one or more visualizations, dynamically generating executable code configured to generate the one or more visualizations responsive to the query, executing the generated executable code, and providing a response to the query.

Claims (137)

1 . A method, comprising:

obtaining, with a computer system, data associated with clinical trials in a repository;

imputing missing data points in a stored dataset using algorithms implemented as modules within a distributed computing framework, the algorithms selected from statistical imputation methods, machine learning models trained on historical clinical trial data, or domain-specific heuristics, wherein imputed data is flagged with metadata containing a cryptographic hash to indicate a source and method of imputation;

obtaining, with the computer system, an index of visualizations, the index having metadata of the visualizations;

receiving, with the computer system, a query related to the obtained data;

selecting, with the computer system, one or more visualizations responsive to the query by:

selecting one or more visualizations as being responsive to the query based on the metadata associated with the visualizations, and

determining whether the obtained data satisfies a plurality of metadata requirements of each of the one or more visualizations;

dynamically generating the selected one or more visualizations responsive to the query; and

providing, with the computer system, a response to the query, the response comprising the generated one or more visualizations,

wherein the metadata associated with indexed analyses is stored in a versioned metadata store and includes fields describing data transformations, analysis creation timestamps, data lineage, and cross-references to related datasets, wherein the metadata store is implemented as a graph database configured to facilitate traversal-based searches for visualizations and analyses related to the query.

2 . The method of claim 1 , wherein the selecting one or more visualizations as being responsive to the query comprises:

utilizing, with the computer system, reinforcement learning to select the one or more visualizations, the reinforcement learning comprising:

defining, with the computer system, a policy model configured to map metadata associated with each visualization and the query to a probability distribution over candidate visualizations;

defining, with the computer system, a reward function configured to assign a reward value to each candidate visualization, the reward value being assigned based on:

relevance of the visualization to the query, wherein relevance is determined based on semantic alignment between the metadata and the query;

readability of the visualization, wherein readability is determined based on compliance with predefined formatting and stylistic standards;

accuracy of the visualization, wherein accuracy is determined by validating visualization consistency with underlying data; and

alignment with user preferences, wherein user preferences are derived from explicit feedback or implicit behavioral signals;

training, with the computer system, the policy model using reinforcement learning, the training comprising:

generating a plurality of candidate visualizations for a set of queries;

evaluating each candidate visualization using the reward function to calculate reward values; and

optimizing the policy model based on the calculated reward values to improve the probability of selecting candidate visualizations with higher reward values;

pre-selecting, with the computer system, a subset of candidate visualizations by applying metadata filtering criteria based on visualization type, data source, or dimensionality;

balancing, with the computer system, exploration of diverse candidate visualizations and exploitation of historically high-reward candidates during training;

dynamically adjusting, with the computer system, the policy model during inference based on real-time user feedback or changes in query or metadata distributions; and

selecting, with the computer system, the one or more visualizations responsive to the query by:

calculating, using the policy model, an expected reward for each candidate visualization based on the metadata and query;

ranking the candidate visualizations based on their expected rewards; and

selecting the one or more visualizations with a highest expected reward as being responsive to the query.

3 . The method of claim 1 , wherein the query is expressed in at least one of natural language, Boolean expressions, or structured formats.

4 . The method of claim 1 , further comprising:

providing, on a user interface, tools for interacting with the query response, wherein the tools comprise options to refine queries, annotate results, or collaborate with other users.

5 . The method of claim 1 , further comprising:

maintaining an audit log of user queries, interactions, and data transformations.

6 . The method of claim 1 , wherein the data associated with clinical trials comprises at least one of patient records, laboratory results, adverse events, demographic data, or pharmacokinetic data.

7 . The method of claim 1 , further comprising indexing the obtained data in the repository, the indexing comprising applying lossless compression techniques, wherein the indexing is parallelized across multiple compute nodes.

8 . The method of claim 1 , wherein receiving a query comprises processing the query with a natural language processing engine implemented using a transformer-based deep learning model configured to extract entities, detect query intents, and translate the query into a structured format compatible with an indexed schema.

9 . The method of claim 1 , further comprising:

dynamically updating the provided visualizations in real-time, wherein the updates include applying metadata-driven filters, adjusting visualization parameters such as axes and scales, and color-coding subsets of data based on user-defined or system-suggested criteria.

10 . The method of claim 1 , wherein the selected visualizations include multi-layered dashboards comprising integrated incidence plots, swimmer plots, and heatmaps, each visualization being generated using pre-defined mappings stored in a visualization index and rendered dynamically using a graph-based data representation linked to user-specific queries.

11 . The method of claim 1 , further comprising:

searching the index of visualizations based on the query by encoding the query and metadata associated with stored visualizations as vectors in a vector space model; and

ranking search results by evaluating relevance metrics, including data recency, analysis quality scores, similarity to historical user queries, and proximity to query terms in a vector embedding space, wherein the relevance metrics are computed using a weighted scoring algorithm.

12 . The method of claim 1 , further comprising:

implementing role-based access control, wherein user roles are defined and permissible operations, such as query execution, data export, or visualization modification, are logged in an immutable audit trail.

13 . The method of claim 7 , wherein indexing comprises creating specialized indices for high-frequency queries by monitoring query patterns in real time, and precomputing search results for queries exceeding predefined thresholds of frequency and complexity.

14 . The method of claim 1 , further comprising:

caching query results in a distributed in-memory data store, wherein cached results are indexed by query parameters and metadata, and subsequent matching queries retrieve the cached results.

15 . The method of claim 1 , wherein the provided visualizations are integrated into clinical decision support systems to assist in patient stratification, treatment planning, or safety monitoring.

16 . The method of claim 1 , wherein generating visualizations comprises passing the query to a large language model code generation engine, wherein the code generation engine returns executable code that, when executed, creates a visualization responsive to the query, and wherein the visualization is rendered by executing the generated code on a local or cloud-based computing environment.

17 . The method of claim 1 , wherein the method further comprises steps for selecting one or more visualizations using a reasoner model.

18 . A tangible, non-transitory, machine-readable medium storing instructions that when executed by a data processing apparatus cause the data processing apparatus to perform operations comprising:

obtaining, with a computer system, data associated with clinical trials in a repository;

imputing missing data points in a stored dataset using algorithms implemented as modules within a distributed computing framework, the algorithms selected from statistical imputation methods, machine learning models trained on historical clinical trial data, or domain-specific heuristics, wherein imputed data is flagged with metadata containing a cryptographic hash to indicate a source and method of imputation;

obtaining, with the computer system, an index of visualizations, the index having metadata of the visualizations;

receiving, with the computer system, a query related to the obtained data;

selecting, with the computer system, one or more visualizations responsive to the query by:

selecting one or more visualizations as being responsive to the query based on the metadata associated with the visualizations, and

determining whether the obtained data satisfies a plurality of metadata requirements of each of the one or more visualizations;

dynamically generating the selected one or more visualizations responsive to the query; and

providing, with the computer system, a response to the query, the response comprising the generated one or more visualizations,

wherein the metadata associated with indexed analyses is stored in a versioned metadata store and includes fields describing data transformations, analysis creation timestamps, data lineage, and cross-references to related datasets, wherein the metadata store is implemented as a graph database configured to facilitate traversal-based searches for visualizations and analyses related to the query.

19 . A tangible, non-transitory, machine-readable medium storing instructions that when executed by a data processing apparatus cause the data processing apparatus to perform operations comprising:

obtaining, with a computer system, data associated with clinical trials, wherein the data is sourced from a plurality of formats and modalities;

storing, with the computer system, the obtained data into a repository by:

preprocessing the data to standardize diverse input formats into a unified data model; and

organizing the stored data into a schema designed to integrate data of diverse input formats;

imputing missing data points in a stored dataset using algorithms implemented as modules within a distributed computing framework, the algorithms selected from statistical imputation methods, machine learning models trained on historical clinical trial data, or domain-specific heuristics, wherein imputed data is flagged with metadata containing a cryptographic hash to indicate a source and method of imputation;

indexing, with the computer system, the stored data and analyses performed on the stored data, wherein indexing comprises associating metadata with each analysis;

receiving, with the computer system, a query related to the stored data;

selecting, with the computer system, one or more visualizations responsive to the query by:

selecting one or more visualizations as being responsive to the query based on metadata associated with each of the one or more visualizations;

determining whether the stored data is associated with a plurality of metadata requirements of each of the one or more visualizations;

dynamically generating executable code configured to generate the one or more visualizations responsive to the query, wherein the executable code is generated based on the query, metadata associated with the visualizations, and mappings between the metadata associated with the visualizations and the stored data; and

executing the generated executable code; and

providing, with the computer system, a response to the query, the response comprising the selected one or more visualizations,

wherein the metadata associated with indexed analyses is stored in a versioned metadata store and includes fields describing data transformations, analysis creation timestamps, data lineage, and cross-references to related datasets, wherein the metadata store is implemented as a graph database configured to facilitate traversal-based searches for visualizations and analyses related to the query.

20 . The medium of claim 18 , wherein the selecting one or more visualizations as being responsive to the query comprises:

utilizing, with the computer system, reinforcement learning to select the one or more visualizations, the reinforcement learning comprising:

defining, with the computer system, a policy model configured to map metadata associated with each visualization and the query to a probability distribution over candidate visualizations;

defining, with the computer system, a reward function configured to assign a reward value to each candidate visualization, the reward value being assigned based on:

relevance of the visualization to the query, wherein relevance is determined based on semantic alignment between the metadata and the query;

readability of the visualization, wherein readability is determined based on compliance with predefined formatting and stylistic standards;

accuracy of the visualization, wherein accuracy is determined by validating visualization consistency with underlying data; and

alignment with user preferences, wherein user preferences are derived from explicit feedback or implicit behavioral signals;

training, with the computer system, the policy model using reinforcement learning, the training comprising:

generating a plurality of candidate visualizations for a set of queries;

evaluating each candidate visualization using the reward function to calculate reward values; and

optimizing the policy model based on the calculated reward values to improve the probability of selecting candidate visualizations with higher reward values;

pre-selecting, with the computer system, a subset of candidate visualizations by applying metadata filtering criteria based on visualization type, data source, or dimensionality;

balancing, with the computer system, exploration of diverse candidate visualizations and exploitation of historically high-reward candidates during training;

dynamically adjusting, with the computer system, the policy model during inference based on real-time user feedback or changes in query or metadata distributions; and

selecting, with the computer system, the one or more visualizations responsive to the query by:

calculating, using the policy model, an expected reward for each candidate visualization based on the metadata and query;

ranking the candidate visualizations based on their expected rewards; and

selecting the one or more visualizations with a highest expected reward as being responsive to the query.

21 . The medium of claim 18 , the operations further comprising:

searching the index of visualizations based on the query by encoding the query and metadata associated with stored visualizations as vectors in a vector space model; and

ranking search results by evaluating relevance metrics, including data recency, analysis quality scores, similarity to historical user queries, and proximity to query terms in a vector embedding space, wherein the relevance metrics are computed using a weighted scoring algorithm.

22 . The medium of claim 18 , the operations further comprising:

providing, on a user interface, tools for interacting with the query response, wherein the tools comprise options to refine queries, annotate results, or collaborate with other users.

23 . The medium of claim 18 , the operations further comprising:

maintaining an audit log of user queries, interactions, and data transformations.

24 . The medium of claim 18 , wherein the data associated with clinical trials comprises at least one of patient records, laboratory results, adverse events, demographic data, or pharmacokinetic data.

25 . The medium of claim 18 , the operations further comprising:

imputing missing data points in a stored dataset using algorithms implemented as modules within a distributed computing framework, the algorithms selected from statistical imputation methods, machine learning models trained on historical clinical trial data, or domain-specific heuristics, wherein imputed data is flagged with metadata containing a cryptographic hash to indicate a source and method of imputation.

26 . The medium of claim 18 , wherein the metadata associated with indexed visualizations is stored in a versioned metadata store and includes fields describing data transformations, analysis creation timestamps, data lineage, and cross-references to related datasets, wherein the metadata store is implemented as a graph database configured to facilitate traversal-based searches for visualizations and analyses related to the query.

27 . The medium of claim 18 , the operations further comprising indexing the obtained data in the repository, the indexing comprising applying lossless compression techniques, wherein the indexing is parallelized across multiple compute nodes.

28 . The medium of claim 27 , wherein indexing comprises creating specialized indices for high-frequency queries by monitoring query patterns in real time, and precomputing search results for queries exceeding predefined thresholds of frequency and complexity.

29 . The medium of claim 18 , the operations further comprising:

dynamically updating the provided visualizations in real-time, wherein the updates include applying metadata-driven filters, adjusting visualization parameters such as axes and scales, and color-coding subsets of data based on user-defined or system-suggested criteria.

30 . The medium of claim 18 , wherein the selected visualizations include multi-layered dashboards comprising integrated incidence plots, swimmer plots, and heatmaps, each visualization being generated using pre-defined mappings stored in a visualization index and rendered dynamically using a graph-based data representation linked to user-specific queries.

31 . The medium of claim 18 , wherein the query is expressed in at least one of natural language, Boolean expressions, or structured formats.

32 . The medium of claim 18 , the operations further comprising:

implementing role-based access control, wherein user roles are defined and permissible operations, such as query execution, data export, or visualization modification, are logged in an immutable audit trail.

33 . The medium of claim 18 , wherein receiving a query comprises processing the query with a natural language processing engine implemented using a transformer-based deep learning model configured to extract entities, detect query intents, and translate the query into a structured format compatible with an indexed schema.

34 . The medium of claim 18 , the operations further comprising:

caching query results in a distributed in-memory data store, wherein cached results are indexed by query parameters and metadata, and subsequent matching queries retrieve the cached results.

35 . The medium of claim 18 , wherein the provided visualizations are integrated into clinical decision support systems to assist in patient stratification, treatment planning, or safety monitoring.

36 . The medium of claim 18 , wherein generating visualizations comprises passing the query to a large language model code generation engine, wherein the code generation engine returns executable code that, when executed, creates a visualization responsive to the query, and wherein the visualization is rendered by executing the generated code on a local or cloud-based computing environment.

37 . The medium of claim 18 , the operations further comprising steps for selecting one or more visualizations using a reasoner model.

38 . A method, comprising:

obtaining, with a computer system, data associated with clinical trials, wherein the data is sourced from a plurality of formats and modalities;

storing, with the computer system, the obtained data into a repository by:

preprocessing the data to standardize diverse input formats into a unified data model; and

organizing the stored data into a schema designed to integrate data of diverse input formats;

imputing missing data points in a stored dataset using algorithms implemented as modules within a distributed computing framework, the algorithms selected from statistical imputation methods, machine learning models trained on historical clinical trial data, or domain-specific heuristics, wherein imputed data is flagged with metadata containing a cryptographic hash to indicate a source and method of imputation;

indexing, with the computer system, the stored data and analyses performed on the stored data, wherein indexing comprises associating metadata with each analysis;

receiving, with the computer system, a query related to the stored data;

selecting, with the computer system, one or more visualizations responsive to the query by:

selecting one or more visualizations as being responsive to the query based on metadata associated with each of the one or more visualizations;

determining whether the stored data is associated with a plurality of metadata requirements of each of the one or more visualizations;

dynamically generating executable code configured to generate the one or more visualizations responsive to the query, wherein the executable code is generated based on the query, metadata associated with the visualizations, and mappings between the metadata associated with the visualizations and the stored data; and

executing the generated executable code; and

providing, with the computer system, a response to the query, the response comprising the selected one or more visualizations,

wherein the metadata associated with indexed analyses is stored in a versioned metadata store and includes fields describing data transformations, analysis creation timestamps, data lineage, and cross-references to related datasets, wherein the metadata store is implemented as a graph database configured to facilitate traversal-based searches for visualizations and analyses related to the query.