IP Library Granted Patent US 12,524,608
Granted Patent B2
US 12,524,608 · App. 18/164,469 · Granted Jan 13, 2026

Systems and methods for annotating and linking electronic documents

Inventors: Eric Knudson (Washington, DC); Matthew Gerhardt (Bethesda, MD); Andrew Elder (New York, NY); Eli Rosofsky (Falls Church, VA)
Assignee: Palantir Technologies Inc.
G06F40/169G06F40/134
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Quick Facts
Patent No.
US 12,524,608
App. No.
18/164,469
Granted
Jan 13, 2026
Kind
B2
Abstract

Computer implemented systems and methods for annotating and linking electronic documents. In accordance with some embodiments, annotations assigned to source electronic documents are received and snippets are generated from the received annotations. The generated snippets are aggregated into clusters, which are used to generate an electronic document. Links between the snippets and their respective source documents may be generated and embedded in the generated electronic document.

Claims (70)

1 . A system comprising:

one or more memory devices that store processor-executable instructions; and

one or more processors configured to execute the instructions to cause the system to:

receive one or more electronic files, wherein the one or more electronic files include one or more snippets, wherein the one or more snippets each comprise respective selections of content and associated annotations, if any;

automatically import, from the one or more electronic files, the one or more snippets including the respective selections of content and associated annotations;

automatically aggregate the imported one or more snippets into clusters;

receive, from a first user, a first annotation to a first cluster of snippets, of the clusters, wherein the first cluster is associated with the first user;

associate the received first annotation with the first cluster and the snippets of the first cluster, wherein the first cluster comprises the received first annotation;

receive, from a second user different from the first user, a second annotation to the first cluster of snippets;

associate the received second annotation with the first cluster and the snippets of the first cluster, wherein the first cluster comprises the received second annotation;

generate, in response to an input from the second user, a second cluster of snippets based on the first cluster of snippets, wherein the second cluster is associated with the second user;

generate an interactive user interface including separately selectable indications of each of the clusters including the second cluster;

receive, from the second user and via the interactive user interface, a selection of the indication of the second cluster;

in response to receiving the selection of the indication of the second cluster, cause the interactive user interface to update to display snippets of the second cluster including at least a first snippet of the second cluster;

receive, from the second user and via the interactive user interface, a selection of the first snippet; and

in response to receiving the selection of the first snippet, cause the interactive user interface to update to display an interactive link, wherein the interactive link is associated with the first snippet, and wherein the interactive link links back to an electronic file, of the one or more electronic files, from which the first snippet was imported thereby improving traceability of connections between the one or more electronic files and snippets imported from the one or more electronic files.

2 . The system of claim 1 , wherein the respective selections of content are from respective electronic files with which the respective one or more snippets are associated.

3 . The system of claim 1 , wherein the one or more processors are configured to execute the instructions to further cause the system to:

receive, from the first user, a user input associated with at least one of: a snippet of the one or more snippets, a cluster, or an electronic file of the one or more electronic files; and

associate the user input with the related snippet, cluster, or electronic file.

4 . The system of claim 3 , wherein the user input comprises at least one of: text inputs, or other types of content inputs.

5 . The system of claim 1 , wherein the one or more snippets are aggregated into the clusters based on at least one of: content of the snippets, attributes of the snippets and/or source electronic files, types of the snippets and/or source electronic files, purposes associated with the snippets and/or source electronic files, a time period, or persons associated with source electronic files.

6 . The system of claim 1 , wherein the one or more processors are configured to execute the instructions to further cause the system to:

determine content of the one or more snippets; and

aggregate the one or more snippets into the clusters based at least in part on one or more of: the determined content, times associated with user inputs, or metadata associated with user inputs,

wherein the user inputs are associated with the respective selections of content and/or the associated annotations.

7 . The system of claim 1 , wherein the one or more processors are configured to execute the instructions to further cause the system to:

provide a second interactive user interface configured to:

display all or portions of at least some of the one or more snippets; and

receive user inputs assigning snippets of the one or more snippets to clusters.

8 . The system of claim 1 , wherein the annotations comprise user inputs associated with at least some of the selections of content from the electronic files, wherein the user inputs comprise one or more of: text inputs associated with at least some of the selections of content from the electronic files, other types of content inputs associated with at least some of the selections of content from the electronic files, or links to other electronic files or documents.

9 . The system of claim 1 , wherein the one or more snippets are automatically aggregated into clusters based at least in part on types of electronic files from which the snippets were imported, and wherein the one or more processors are configured to execute the instructions to further cause the system to:

generate links between the one or more snippets and their respective source electronic files;

generate, from the automatically aggregated clusters of snippets, one or more electronic documents that include respective clusters of snippets; and

embed the respective links between the respective snippets and their respective source documents in the one or more electronic documents.

10 . The system of claim 9 , wherein generating the links is based on metadata included in the respective one or more snippets.

11 . A computer-implemented method comprising:

receiving one or more electronic files, wherein the one or more electronic files include one or more snippets, wherein the one or more snippets each comprise respective selections of content and associated annotations, if any;

automatically importing, from the one or more electronic files, the one or more snippets including the respective selections of content and associated annotations;

automatically aggregating the imported one or more snippets into clusters;

receiving, from a first user, a first annotation to a first cluster of snippets, of the clusters, wherein the first cluster is associated with the first user;

associating the received first annotation with the first cluster and the snippets of the first cluster, wherein the first cluster comprises the received first annotation;

receiving, from a second user different from the first user, a second annotation to the first cluster of snippets;

associating the received second annotation with the first cluster and the snippets of the first cluster, wherein the first cluster comprises the received second annotation;

generating, in response to an input from the second user, a second cluster of snippets based on the first cluster of snippets, wherein the second cluster is associated with the second user;

generating an interactive user interface including separately selectable indications of each of the clusters including the second cluster;

receiving, from the second user and via the interactive user interface, a selection of the indication of the second cluster;

in response to receiving the selection of the indication of the second cluster, causing the interactive user interface to update to display snippets of the second cluster including at least a first snippet of the second cluster;

receiving, from the second user and via the interactive user interface, a selection of the first snippet; and

in response to receiving the selection of the first snippet, causing the interactive user interface to update to display an interactive link, wherein the interactive link is associated with the first snippet, and wherein the interactive link links back to an electronic file, of the one or more electronic files, from which the first snippet was imported thereby improving traceability of connections between the one or more electronic files and snippets imported from the one or more electronic files.

12 . The computer-implemented method of claim 11 , wherein the respective selections of content are from respective electronic files with which the respective one or more snippets are associated.

13 . The computer-implemented method of claim 11 further comprising:

receiving, from the first user, a user input associated with at least one of: a snippet of the one or more snippets, a cluster, or an electronic file of the one or more electronic files; and

associating the user input with the related snippet, cluster, or electronic file.

14 . The computer-implemented method of claim 13 , wherein the user input comprises at least one of: text inputs, or other types of content inputs.

15 . The computer-implemented method of claim 11 , wherein the one or more snippets are aggregated into the clusters based on at least one of: content of the snippets, attributes of the snippets and/or source electronic files, types of the snippets and/or source electronic files, purposes associated with the snippets and/or source electronic files, a time period, or persons associated with source electronic files.

16 . The computer-implemented method of claim 11 further comprising:

determining content of the one or more snippets; and

aggregating the one or more snippets into the clusters based at least in part on one or more of: the determined content, times associated with user inputs, or metadata associated with user inputs,

wherein the user inputs are associated with the respective selections of content and/or the associated annotations.

17 . The computer-implemented method of claim 11 further comprising:

providing a second interactive user interface configured to:

display all or portions of at least some of the one or more snippets; and

receive user inputs assigning snippets of the one or more snippets to clusters.

18 . The computer-implemented method of claim 11 , wherein the annotations comprise user inputs associated with at least some of the selections of content from the electronic files, wherein the user inputs comprise one or more of: text inputs associated with at least some of the selections of content from the electronic files, other types of content inputs associated with at least some of the selections of content from the electronic files, or links to other electronic files or documents.

19 . The computer-implemented method of claim 11 , wherein the one or more snippets are automatically aggregated into clusters based at least in part on types of electronic files from which the snippets were imported, and wherein the computer-implemented method further comprises:

generating links between the one or more snippets and their respective source electronic files;

generating, from the automatically aggregated clusters of snippets, one or more electronic documents that include respective clusters of snippets; and

embedding the respective links between the respective snippets and their respective source documents in the one or more electronic documents.

20 . The computer-implemented method of claim 19 , wherein generating the links is based on metadata included in the respective one or more snippets.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 13, 2023
From: KNUDSON, ERIC; GERHARDT, MATTHEW; ELDER, ANDREW; ROSOFSKY, ELI
To: PALANTIR TECHNOLOGIES INC.
Reel/Frame 062680/0057 →
Continuity (5)
Continuation 17029830 · Sep 23, 2020
Continuation 15662944 · Jul 28, 2017
Continuation 15088522 · Apr 1, 2016
Provisional Application 62266533 · Dec 11, 2015
Related Publication 20230244858A1 · Aug 3, 2023
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