IP Library Granted Patent US 11,460,976
Granted Patent B2
US 11,460,976 · App. 17/316,201 · Granted Oct 4, 2022

Systems and methods for electronic information card creation for contextually-relevant data

Inventors: Siyuan Fan (Falls Church, VA); Jose Manuel Nocedal De La Garza (Leesburg, VA); Nida Imtiaz (Vienna, VA)
Assignee: MicroStrategy Incorporated
G06F3/0482G06F3/0486G06F3/04817G06F3/04845G06F16/2379G06F40/166G06Q10/109
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Quick Facts
Patent No.
US 11,460,976
App. No.
17/316,201
Granted
Oct 4, 2022
Kind
B2
Abstract

Methods, systems, and apparatus, including computer programs stored on computer-readable media, generate contextually relevant electronic information cards. An indication to generate an electronic information card may be received from a user. In response to the indication, the electronic information card may be generated. A selection of a user interface field element may be received to add to the electronic information card at a location, and, in response to the selection, the user interface element may be added to the electronic information card at the location.

Claims (60)

1. A method for generating contextually relevant electronic information cards, comprising:

receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;

determining a type of information card from a plurality of types of information cards based on an organization associated with the user;

in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;

providing a widget panel comprising a plurality of widgets selectable by the user;

receiving, from the user, a selection of a first widget to add to the electronic information card at a first user selected location;

determining that the first user selected location corresponds to a widget location;

providing the first widget at the first user selected location on the electronic information card;

receiving, from the user, a selection of a second widget to add to the electronic information card at a second user selected location;

determining that the second user selected location corresponds to a non-widget location; and

rejecting the second widget based on the second user selected location corresponding to the non-widget location.

2. The method of claim 1 , further comprising determining the type of information card from the plurality of types of information cards further based on a user status, wherein the user status comprises a user authorization level further comprising: generating the electronic information card based on the user authorization level.

3. The method of claim 2 , wherein the electronic information card comprises content that is selected based on the user authorization level.

4. The method of claim 3 , wherein the content is further selected based on at least one of a user role or an interaction history.

5. The method of claim 1 , further comprising determining the type of information card from the plurality of types of information cards further based on a user status, wherein the user status or the organization associated with the user is determined upon user authentication.

6. The method of claim 1 , further comprising:

accessing a private database associated with the organization associated with the user; and

identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.

7. The method of claim 1 , wherein the electronic information card is displayed within an application that comprises the one or more keywords.

8. The method of claim 1 , wherein the selection of a first widget comprises dragging the first widget from the widget panel into the electronic information card.

9. The method of claim 8 , wherein the first widget is of a first widget type and further comprising displaying a placeholder of a predetermined size of the first widget type within a body of the electronic information card while dragging the first widget into the information card.

10. The method of claim 1 , further comprising moving the first widget to a second location within the electronic information card.

11. The method of claim 1 , further comprising:

providing a template panel comprising a plurality of templates, each template comprising at least a subset of the plurality of widgets selectable by the user, wherein receiving the selection of the first widget to add to the electronic information card at a user selected location comprises receiving, from the user, a selection of a template comprising at least a subset of the plurality of widgets including the first widget.

12. A system for generating contextually relevant electronic information cards comprising:

one or more processors; and

one or more machine-readable media storing software including instructions that, when executed by the one or more processors, cause the system to perform operations comprising:

receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;

determining a type of information card from a plurality of types of information cards based on an organization associated with the user;

in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;

providing a widget panel comprising a plurality of widgets selectable by the user;

receiving, from the user, a selection of a first widget to add to the electronic information card at a first user selected location;

determining that the first user selected location corresponds to a widget location;

providing the first widget at the first user selected location on the electronic information card;

receiving, from the user, a selection of a second widget to add to the electronic information card at a second user selected location;

determining that the second user selected location corresponds to a non-widget location; and

rejecting the second widget based on the second user selected location corresponding to the non-widget location.

13. The system of claim 12 , wherein the operations further comprise determining the type of information card from the plurality of types of information cards further based on a user status, wherein the user status comprises a user authorization level further comprising: generating the electronic information card based on the user authorization level.

14. The system of claim 13 , wherein the electronic information card comprises content that is selected based on the user authorization level.

15. The system of claim 12 , wherein the operations further comprise determining the type of information card from the plurality of types of information cards further based on a user status, wherein the user status or the organization associated with the user is determined upon user authentication.

16. The system of claim 12 , the operations further comprising:

accessing a private database associated with the organization associated with the user; and

identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.

17. The system of claim 12 , wherein the electronic information card is displayed within an application that comprises the one or more keywords.

18. The system of claim 12 , the operations further comprising:

providing a template panel comprising a plurality of templates, each template comprising at least a subset of the plurality of widgets selectable by the user, wherein receiving the selection of the first widget to add to the electronic information card at a user selected location comprises receiving, from the user, a selection of a template comprising at least a subset of the plurality of widgets including the first widget.

19. One or more non-transitory machine-readable media storing instructions that, when executed by one or more processors, cause performance of operations for generating contextually relevant electronic information cards, the operations comprising:

receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;

determining a type of information card from a plurality of types of information cards based on an organization associated with the user;

in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;

providing a widget panel comprising a plurality of widgets selectable by the user;

receiving, from the user, a selection of a first widget to add to the electronic information card at a first user selected location;

determining that the first user selected location corresponds to a widget location;

providing the first widget at the first user selected location on the electronic information card;

receiving, from the user, a selection of a second widget to add to the electronic information card at a second user selected location;

determining that the second user selected location corresponds to a non-widget location; and

rejecting the second widget based on the second user selected location corresponding to the non-widget location.

20. The non-transitory machine-readable media of claim 19 , further comprising:

accessing a private database associated with the organization associated with the user; and

identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.

Assignments (5)
CHANGE OF NAME Recorded Aug 19, 2025
From: MICROSTRATEGY INCOPORATED
To: STRATEGY INC
Reel/Frame 072513/0437 →
TERMINATION AND RELEASE OF PATENT SECURITY AGREEMENT AT REEL/FRAME: 056647/0687, REEL/FRAME: 057435/0023, REEL/FRAME: 059256/0247, REEL/FRAME: 062794/0255 AND REEL/FRAME: 066663/0713 Recorded Sep 26, 2024
From: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS SUCCESSOR IN INTEREST TO U.S. BANK NATIONAL ASSOCIATION, IN ITS CAPACITY AS COLLATERAL AGENT FOR THE SECURED PARTIES
To: MICROSTRATEGY INCORPORATED; MICROSTRATEGY SERVICES CORPORATION
Reel/Frame 069065/0539 →
SUPPLEMENTARY PATENT SECURITY AGREEMENT Recorded Feb 17, 2023
From: MICROSTRATEGY INCORPORATED; MICROSTRATEGY SERVICES CORPORATION
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS SUCCESSOR IN INTEREST TO U.S. BANK NATIONAL ASSOCIATION, IN ITS CAPACITY AS COLLATERAL AGENT FOR THE SECURED PARTIES
Reel/Frame 062794/0255 →
SECURITY INTEREST Recorded Jun 22, 2021
From: MICROSTRATEGY INCORPORATED
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 056647/0687 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 14, 2021
From: FAN, SIYUAN; NOCEDAL DE LA GARZA, JOSE MANUEL; IMTIAZ, NIDA
To: MICROSTRATEGY INCORPORATED
Reel/Frame 056238/0813 →