System and user interfaces for searching resources and related documents using data structures
Various systems and methods are provided for accessing and traversing one or more data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically search for resources of an organization and/or associated documents, events, entities, and/or other data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses data structures relating to resources, documents, events, entities, and other data, identifies resources, documents, events, entities, and/or other data that meet search criteria, and returns search results including resources that meet the search criteria and/or resources that are associated with documents, events, entities, and/or other data that meet the search criteria. Resources, documents, events, entities, and other data can be represented by respective types of data structures, which may be associated with other types of data structures. Properties or fields of data structures can have security settings and permissions associated with them.
1. A system configured to access one or more electronic data resources in response to inputs received via an interactive user interface in order to search resources of an organization or one or more of documents, events, entities, and other data related to the resources, the system comprising:
one or more hardware computer processors configured to execute software code stored in a tangible storage device in order to cause the system to:
receive search criteria for identifying resources associated with an organization or one or more of documents, events, entities, or other data associated with the resources, the one or more of the resources, documents, events, entities, or other data represented as respective data objects, wherein the respective data objects can be associated with each other;
automatically identify one or more of a subset of the resources, documents, events, entities, or other data that meet the search criteria, wherein the identified resources meet the search criteria or are associated with one or more of the identified documents, events, entities, or other data that meet the search criteria, and wherein the identification is based on one or more of: properties of the resources, properties of the documents, properties of the events, properties of the entities, or properties of other data objects associated with the resources;
generate a user interface configured to display the identified resources and attributes associated with the identified resources, the user interface displaying an aggregate summary relating to the identified resources and one or more of the identified documents, events, entities, or other data associated with the identified resources, wherein a histogram bar is displayed in the user interface for each attribute, the histogram bar reflecting a number of the identified resources having the attribute;
in response to a first user input, received via the user interface, select one or more attributes:
filter the identified resources to a first subset that meets the one or more attributes;
update the user interface to display the first subset that meets the one or more attributes; and
update the histogram bars of the attributes to reflect both:
a number of resources having respective attributes in the first subset that meets the one or more attributes, and
a number of resources having respective attributes in the identified resources;
in response to a second user input, received via the user interface, exclude a second one or more attributes:
further filter the identified resources to a second subset that does not meet the second one or more attributes;
update the user interface to display the second subset; and
update the histogram bars of the attributes to reflect both:
a number of resources having respective attributes in the second subset, and
a number of resources having respective attributes in the identified resources,
wherein the second one or more attributes are individually and visually indicated in the user interface as being excluded; and
in response to determining that a first attribute is not associated with any resources of the first subset, disallow both selection and exclusion, via the user interface, of the first attribute, whereby a selection of zero resources is prevented.
2. The system of claim 1 , wherein the identified documents meet the search criteria or are associated with the identified resources that meet the search criteria.
3. The system of claim 1 , wherein the identified events, entities, or other data meet the search criteria or are associated with the identified resources that meet the search criteria.
4. The system of claim 1 , wherein the search criteria for identifying the resources, documents, events, entities, or other data include one or more of: first search criteria relating to the resources, second search criteria relating to the documents, third search criteria relating to the events, fourth search criteria relating to the entities, or other search criteria relating to the other data.
5. The system of claim 4 , wherein some of the first search criteria relating to the resources are based on the properties of other data objects associated with the resources.
6. The system of claim 4 , wherein the identified resources include one or more of: resources that meet the first search criteria relating to the resources, resources that are associated with documents that meet the second search criteria relating to the documents, resources that are associated with events that meet the third search criteria relating to the events, resources that are associated with entities that meet the fourth search criteria relating to the entities, or resources that are associated with other data that meet the other search criteria relating to the other data.
7. The system of claim 4 , wherein the identified documents include one or more of: documents that meet the second search criteria relating the documents, documents that are associated with resources that meet the first search criteria relating to the resources, documents that are associated with events that meet the third search criteria relating to the events, documents that are associated with entities that meet the fourth search criteria relating to the entities, or documents that are associated with other data that meet the other search criteria relating to the other data.
8. The system of claim 1 , wherein the user interface comprises a first pane for displaying the identified resources and a second pane for displaying information associated with one or more selected resources of the identified resources.
9. The system of claim 8 , wherein one or more resources of the identified resources are selected in the first pane and one or more documents associated with the one or more selected resources are displayed in the second pane.
10. The system of claim 9 , wherein the one or more documents meet the search criteria.
11. The system of claim 9 , wherein the one or more events, entities, or other data meet the search criteria.
12. The system of claim 1 , wherein the first user input selecting the one or more attributes comprises a selection of one or more checkboxes displayed adjacent to the respective one or more attributes.
13. The system of claim 1 , wherein the second user input excluding the second one or more attributes comprises a deselection of one or more checkboxes displayed adjacent to the respective second one or more attributes.
14. A computer-implemented method of accessing one or more electronic data resources in response to inputs received via an interactive user interface in order to search resources of an organization or one or more of documents, events, entities, and other data related to the resources, the computer-implemented method comprising:
by one or more hardware computer processors configured to execute software code stored in a tangible storage device:
receiving search criteria for identifying resources associated with an organization or one or more of documents, events, entities, or other data associated with the resources, the one or more of the resources, documents, events, entities, or other data represented as respective data objects, wherein the respective data objects can be associated with each other;
automatically identifying one or more of a subset of the resources, documents, events, entities, or other data that meet the search criteria, wherein the identified resources meet the search criteria or are associated with one or more of the identified documents, events, entities, or other data that meet the search criteria, and wherein the identification is based on one or more of: properties of the resources, properties of the documents, properties of the events, properties of the entities, or properties of other data objects associated with the resources;
generating a user interface configured to display the identified resources and attributes associated with the identified resources, the user interface displaying an aggregate summary relating to the identified resources and one or more of the identified documents, events, entities, or other data associated with the identified resources, wherein a histogram bar is displayed in the user interface for each attribute, the histogram bar reflecting a number of the identified resources having the attribute;
in response to a first user input, received via the user interface, selecting one or more attributes:
filter the identified resources to a first subset that meets the one or more attributes;
update the user interface to display the first subset that meets the one or more attributes; and
update the histogram bars of the attributes to reflect both:
a number of resources having respective attributes in the first subset that meets the one or more attributes, and
a number of resources having respective attributes in the identified resources;
in response to a second user input, received via the user interface, excluding a second one or more attributes:
further filter the identified resources to a second subset that does not meet the second one or more attributes;
update the user interface to display the second subset; and
update the histogram bars of the attributes to reflect both:
a number of resources having respective attributes in the second subset, and
a number of resources having respective attributes in the identified resources,
wherein the second one or more attributes are individually and visually indicated in the user interface as being excluded; and
in response to determining that a first attribute is not associated with any resources of the first subset, disallowing both selection and exclusion, via the user interface, of the first attribute, whereby a selection of zero resources is prevented.
15. The computer-implemented method of claim 14 , wherein the identified documents meet the search criteria or are associated with the identified resources that meet the search criteria.
16. The computer-implemented method of claim 14 , wherein the identified events, entities, or other data meet the search criteria or are associated with the identified resources that meet the search criteria.
17. The computer-implemented method of claim 14 , wherein the user interface comprises a first pane for displaying the identified resources and a second pane for displaying information associated with one or more selected resources of the identified resources.
18. The computer-implemented method of claim 17 , wherein one or more resources of the identified resources are selected in the first pane and one or more documents associated with the one or more selected resources are displayed in the second pane.
19. The computer-implemented method of claim 14 , wherein the first user input selecting the one or more attributes comprises a selection of one or more checkboxes displayed adjacent to the respective one or more attributes.
20. The computer-implemented method of claim 14 , wherein the second user input excluding the second one or more attributes comprises a deselection of one or more checkboxes displayed adjacent to the respective second one or more attributes.