IP Library Granted Patent US 12695811
Granted Patent B2
US 12695811 · App. 18/224,536 · Granted Jul 28, 2026

Systems and methods for efficiently distributing alert messages

Inventors: Jane E. Lovell (Sydney, AU); William S. Flannery (Plainsboro, NJ)
Assignees: CCH AUSTRALIA LIMITED; WOLTERS KLUWER UNITED STATES INC.
H04L67/55G06F16/36G06F40/205G06F40/30G06Q10/063114G06Q10/107H04L51/214
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Quick Facts
Patent No.
US 12695811
App. No.
18/224,536
Granted
Jul 28, 2026
Kind
B2
Abstract

In response to receiving a text describing a news event, a centralized information provider applies semantic rules to the text to determine to which client attributes the text corresponds. The centralized information provider retrieves, from an electronic database, (i) identifiers for multiple clients, (ii) a set of client attributes for each of the clients, and (iii) for each of the clients, an identifier of a respective service provider. The centralized information provider then generates a metric of relevance of the news event for each of the clients, based on the client attributes of the client and the client attributes to which the text was determined to correspond. The centralized information provider transmits, to at least one service provider, an electronic alert message descriptive of the news event and an indication of a set of clients of the service provider for distribution to some or all of the set of clients.

Claims (71)

1 . A method of facilitating distribution of electronic alerts to multiple clients via intermediate service providers, the method comprising:

providing, by one or more computer processors of no more than a single centralized information server, a graphical user interface (GUI) to the intermediate service providers, the GUI including input fields to receive informational input from each of the intermediate service providers, and the GUI also including a news event window configured to allow each of the intermediate service providers (1) to review electronic alert messages received from the single centralized information server and (2) to approve automatic distribution of the electronic alerts directly from the intermediate service providers to at least one of the clients;

receiving, by the one or more computer processors via the GUI of the intermediate service providers, client profiles linked to one or more client attributes of each of the clients of the intermediate service providers that may be interested in receiving the electronic alerts directly from the intermediate service providers, wherein the client profiles utilize anonymized client data from the intermediate service providers to identify the clients as potential candidates to receive the electronic alert messages;

receiving, by the one or more computer processors, textual information describing a news event from data sources external to both the server and the intermediate service providers;

receiving, by the one or more computer processors, semantic rules to process the textual information describing the news event using natural language processing (NLP);

applying, by only the one or more computer processors executing artificial intelligence on the server, the semantic rules to the textual information describing the news event, the applying including processing the textual information using the semantic rules and applying the NLP to the textual information;

identifying, based on the NLP and by only the one or more computer processors of the server without any semantic-related processing at any of the intermediate service providers, one or more semantic concepts about the news event contained within the textual information based on particular combinations or arrangements of the one or more semantic concepts within the textual information describing the news event;

determining, by the one or more computer processors and independent of the intermediate service providers, event attributes based on the one or more semantic concepts identified in the textual information;

retrieving, by the one or more computer processors of the server from an electronic database, (i) the anonymized client data including identifiers of the clients, (ii) a set of the one or more client attributes for each of the clients, (iii) for each of the clients, a provider identifier of a respective one of the intermediate service providers and (iv) the informational input received via the GUI;

determining, by the one or more computer processors, a respective metric of relevance of the news event for each of the clients based on a comparison of the client attributes of each of the clients and the event attributes for each of the clients, the respective metric of relevance indicating a level of interest of a respective client receiving information about the news event;

generating, by only the one or more computer processors and based on the respective metric of relevance exceeding a certain threshold number of the client attributes matching the event attributes of the news event, the electronic alert messages with metadata indicating a group of the clients associated with the client profiles that express interest in receiving the information about the news event, and each of the electronic alert messages including a textual message configured to be displayed, reviewed and manually modified within the news event window by the intermediate service providers before the GUI receives approval of the automatic distribution to the clients in the group; and

transmitting the electronic alert messages, via bulk distribution from the centralized information server to each of the service providers by the one or more computer processors, and the transmitting being via a computer network based on the provider identifier for each of the clients in the group.

2 . The method of claim 1 , further comprising transmitting the client attributes to which textual information was determined to correspond, along with the electronic alert messages and identifiers of the clients.

3 . The method of claim 1 , further comprising:

providing, to at least one service provider of the intermediate service providers, a provider user interface including at least one of:

a first control for transmitting a bulk email based on the electronic alert messages to some or all of the clients, and

a second control link for creating internal tasks related to the electronic alert messages for a set of clients and linking the set of clients to a respective electronic alert message for subsequent tracking.

4 . The method of claim 1 , further comprising:

providing, to an operator at a workstation, an operator user interface including a control for modifying semantic rules applied to the news event to identify the one or more semantic concepts associated with the news event.

5 . The method of claim 4 , wherein providing the operator user interface further includes providing a control for modifying or building a query made up of several criteria, to identify clients matching the several criteria.

6 . The method of claim 1 , further comprising applying semantic rules to identify the one or more semantic concepts associated with the news event by parsing the textual information to detect presence a certain arrangement of one or more semantic concepts.

7 . The method of claim 1 , further comprising

generating, using the client attributes to which the textual information was determined to correspond, a profile of a potential client for distribution of the news event, and

transmitting the profile of the potential client to at least one service provider of the intermediate service providers.

8 . The method of claim 1 , wherein the semantic rules are first semantic rules and the method further comprises:

applying the first semantic rules to identify one or more semantic concepts associated with the news event and

automatically populating the electronic database the one or more computer processors, with information related to the clients using a set of documents, including parsing the set of electronic documents using second semantic rules.

9 . A system for facilitating distribution of electronic alerts to multiple clients via intermediate service providers, the system comprising:

processing hardware of one or more computer processors of no more than a single centralized information server; and

a non-transitory computer-readable memory storing thereon instructions that, when executed by the processing hardware, cause the system to:

provide a graphical user interface (GUI) to the intermediate service providers, the GUI including input fields to receive informational input from each of the intermediate service providers, and the GUI also including a news event window configured to allow each of the intermediate service providers (1) to review electronic alert messages received from the single centralized information server and (2) to approve automatic distribution of the electronic alerts directly from the intermediate service providers to at least one of the clients;

receive, by the one or more computer processors via the GUI of the intermediate service providers, client profiles linked to one or more client attributes of each of the clients of the intermediate service providers that may be interested in receiving the electronic alerts directly from the intermediate service providers, wherein the client profiles utilize anonymized client data from the intermediate service providers to identify the clients as potential candidates to receive the electronic alert messages;

receive, by the one or more computer processors, textual information describing a news event from data sources external to both the server and the intermediate service providers;

receive, by the one or more computer processors, semantic rules to process the textual information describing the news event using natural language processing (NLP);

apply, by only the one or more computer processors executing artificial intelligence on the server, the semantic rules to the textual information describing the news event, the applying including processing the textual information using the semantic rules and applying the NLP to the textual information;

identify, based on the NLP and by only the one or more computer processors of the server without any semantic-related processing at any of the intermediate service providers, one or more semantic concepts about the news event contained within the textual information based on particular combinations or arrangements of the one or more semantic concepts within the textual information describing the news event;

determine, by the one or more computer processors and independent of the intermediate service providers, event attributes based on the one or more semantic concepts identified in the textual information;

retrieve, by the one or more computer processors of the server from an electronic database, (i) the anonymized client data including identifiers of the clients, (ii) a set of the one or more client attributes for each of the clients, (iii) for each of the clients, a provider identifier of a respective one of the intermediate service providers and (iv) the informational input received via the GUI;

determine, by the one or more computer processors, a respective metric of relevance of the news event for each of the clients based on a comparison of the client attributes of each of the clients and the event attributes for each of the clients, the respective metric of relevance indicating a level of interest of a respective client receiving information about the news event;

generate, by only the one or more computer processors and based on the respective metric of relevance exceeding a certain threshold number of the client attributes matching the event attributes of the news event, the electronic alert messages with metadata indicating a group of the clients associated with the client profiles that express interest in receiving the information about the news event, and each of the electronic alert messages including a textual message configured to be displayed, reviewed and manually modified within the news event window by the intermediate service providers before the GUI receives approval of the automatic distribution to the clients in the group; and

transmit the electronic alert messages, via bulk distribution from the centralized information server to each of the service providers by the one or more computer processors, and the transmitting being via a computer network based on the provider identifier for each of the clients in the group.

10 . The system of claim 9 , wherein the instructions further cause the system to transmit the client attributes to which textual information was determined to correspond, along with the electronic alert messages and identifiers of the clients.

11 . The system of claim 9 , wherein the instructions further cause the system to:

provide, to at least one service provider of the intermediate service providers, a provider user interface including at least one of:

a first control for transmitting a bulk email based on the electronic alert messages to some or all of the clients, and

a second control link for creating internal tasks related to the electronic alert messages for a set of clients and linking the set of clients to the electronic alert message for subsequent tracking.

12 . The system of claim 9 , wherein the instructions further cause the system to provide, to an operator at a workstation, an operator user interface including a control for modifying semantic rules applied to the news event to identify the one or more semantic concepts associated with the news event.

13 . The system of claim 9 , wherein the instructions further cause the system to apply semantic rules to identify the one or more semantic concepts associated with the news event by parsing the textual information to detect presence a certain arrangement of one or more semantic concepts.

14 . The system of claim 9 , wherein the instructions further cause the system to:

generate, using the client attributes to which the textual information was determined to correspond, a profile of a potential client for distribution of the news event, and

transmit the profile of the potential client to at least one service provider of the intermediate service providers.

15 . The system of claim 9 , further comprising: generating a respective metric of relevance of the news event based on weighing the client attributes to which the textual information was determined to correspond in accordance with specificity of each attribute.

16 . A non-transitory computer-readable medium storing thereon instructions that, when executed by one or more computer processors of no more than a single centralized information server to distribute electronic alerts, cause the one or more computer processors to:

provide a graphical user interface (GUI) to intermediate service providers, the GUI including input fields to receive informational input from each of the intermediate service providers, and the GUI also including a news event window configured to allow each of the intermediate service providers (1) to review electronic alert messages received from the single centralized information server and (2) to approve automatic distribution of the electronic alerts directly from the intermediate service providers to at least one client of a plurality of clients;

receive, by the one or more computer processors via the GUI of the intermediate service providers, client profiles linked to one or more client attributes of each of the clients of the intermediate service providers that may be interested in receiving the electronic alerts directly from the intermediate service providers, wherein the client profiles utilize anonymized client data from the intermediate service providers to identify the clients as potential candidates to receive the electronic alert messages;

receive, by the one or more computer processors, textual information describing a news event from data sources external to both the server and the intermediate service providers;

receive, by the one or more computer processors, semantic rules to process the textual information describing the news event using natural language processing (NLP);

apply, by only the one or more computer processors executing artificial intelligence on the server, the semantic rules to the textual information describing the news event, the applying including processing the textual information using the semantic rules and applying the NLP to the textual information;

identify, based on the NLP and by only the one or more computer processors of the server without any semantic-related processing at any of the intermediate service providers, one or more semantic concepts about the news event contained within the textual information based on particular combinations or arrangements of the one or more semantic concepts within the textual information describing the news event;

determine, by the one or more computer processors and independent of the intermediate service providers, event attributes based on the one or more semantic concepts identified in the textual information;

retrieve, by the one or more computer processors of the server from an electronic database, (i) the anonymized client data including identifiers of the clients, (ii) a set of the one or more client attributes for each of the clients, (iii) for each of the clients, a provider identifier of a respective one of the intermediate service providers and (iv) the informational input received via the GUI;

determine, by the one or more computer processors, a respective metric of relevance of the news event for each of the clients based on a comparison of the client attributes of each of the clients and the event attributes for each of the clients, the respective metric of relevance indicating a level of interest of a respective client receiving information about the news event;

generate, by only the one or more computer processors and based on the respective metric of relevance exceeding a certain threshold number of the client attributes matching the event attributes of the news event, the electronic alert messages with metadata indicating a group of the clients associated with the client profiles that express interest in receiving the information about the news event, and each of the electronic alert messages including a textual message configured to be displayed, reviewed and manually modified within the news event window by the intermediate service providers before the GUI receives approval of the automatic distribution to the clients in the group; and

transmit the electronic alert messages, via bulk distribution from the centralized information server to each of the service providers by the one or more computer processors, and the transmitting being via a computer network based on the provider identifier for each of the clients in the group.

17 . The non-transitory computer readable medium of claim 16 , wherein the instructions further cause the one or more computer processors to transmit the client attributes to which textual information was determined to correspond, along with the electronic alert messages and identifiers of the clients.

18 . The non-transitory computer readable medium of claim 16 , wherein the instructions further cause the one or more computer processors to:

provide, to at least one service provider of the intermediate service providers, a provider user interface including at least one of:

a first control for transmitting a bulk email based on the electronic alert messages to some or all of the clients, and

a second control link for creating internal tasks related to the electronic alert messages for a set of clients and linking the set of clients to the electronic alert message for subsequent tracking.

19 . The non-transitory computer readable medium of claim 16 , wherein the instructions further cause the one or more computer processors to provide, to an operator at a workstation, an operator user interface including a control for modifying semantic rules applied to the news event to identify the one or more semantic concepts associated with the news event.

20 . The non-transitory computer readable medium of claim 16 , wherein the instructions further cause the one or more computer processors to apply semantic rules to identify the one or more semantic concepts associated with the news event by parsing the textual information to detect presence a certain arrangement of one or more semantic concepts.