IP Library › Granted Patent US 12,248,751
Granted Patent B1
US 12,248,751 · App. 18/891,751 · Granted Mar 11, 2025

User interface for use with a search engine for searching financial related documents

Inventors: Rajmohan Neervannan (Irvine, CA); Jaakko Kokko (Espoo, FI); Mathias Creutz (Helsinki, FI)
Assignee: AlphaSense Oy
G06F40/211G06F3/0482G06F3/0484G06F16/215G06F16/23G06F16/243G06F16/3323G06F16/3328G06F16/93G06F16/9532G06F16/9535G06F16/9538G06F16/954G06F40/205G06F40/30G06N20/00G06Q10/067G06F40/117G06F40/253
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Quick Facts
Patent No.
US 12,248,751
App. No.
18/891,751
Granted
Mar 11, 2025
Kind
B1
Abstract

A method for rendering context based information on a user interface includes receiving a user request to extract the context based information from a database. The database includes a plurality of documents and the request includes at least one search criteria required to determine a context of the user request. The method includes generating a list of documents corresponding to the context of the user request and rendering on a viewing portion of the user interface the list of documents corresponding to the context of the user request.

Claims (48)

1. A system for rendering information from a database of financial documents onto a user interface of a remote computer, the system comprising:

a memory storing instructions to be executed by one or more hardware processors; and

one or more hardware processors configured to execute the instructions stored in the memory, wherein the instructions, when executed by the one or more hardware processors, cause the system to:

generate, for one or more of the financial documents in the database, content based on the financial document for which the content is generated, wherein the generated content is associated with the financial document from which the content is generated;

receive a query from the remote computer to search the financial documents within the database,

wherein the query from the remote computer is based on input from a user at the remote computer,

wherein the query includes at least one keyword to search the database;

execute a search of the financial documents in the database based on the query;

generate search results in response to executing the search,

wherein the search results include one or more identified financial documents from the database that contain at least one identified snippet of text from within the financial documents,

wherein a snippet of text is identified when the at least one keyword appears in a searched financial document;

cause at least a portion of a first identified financial document from the search results to be displayed on a first viewing portion of the user interface of the remote computer, and at least a portion of the generated content associated with the first identified financial document to be displayed on a second viewing portion of the user interface of the remote computer, wherein the displayed portion of the first identified financial document includes at least one identified snippet of text from within the first identified financial document;

receive a criterion to filter the financial documents from the database, wherein the criterion is received from the remote computer, wherein the criterion from the remote computer is based on input from the user at the remote computer; and

filter, in response to the received criterion, the financial documents in the database that are associated with the received criterion.

2. The system of claim 1 , wherein the one or more identified financial documents included in the search results are filtered in response to the received criterion.

3. The system of claim 1 , wherein the generated content for the associated financial document is based on text from the associated financial document from which the content is generated.

4. The system of claim 3 , wherein generating the content includes parsing the text from the associated financial document from which the content is generated into one or more tokens.

5. The system of claim 3 , wherein generating the content includes identifying relationships between parts of the text from the associated financial document from which the content is generated.

6. The system of claim 1 , wherein generating the content includes identifying one or more topics associated with the financial document based on text from the associated financial document from which the content is generated.

7. The system of claim 6 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to tag one or more of the sentences from the financial document with at least one of the one or more identified topics.

8. The system of claim 7 , wherein the generated content is based on at least one of the one or more identified topics.

9. The system of claim 1 , wherein the generated content includes metadata based on the associated financial document from which the content is generated.

10. The system of claim 1 , wherein the generated content is generated using machine learning.

11. The system of claim 10 , wherein the query further includes information identifying a publicly traded company.

12. The system of claim 11 , wherein the search results include identified financial documents that are associated with the publicly traded company in the query and that contain an identified snippet of text from within the financial documents, wherein a snippet of text is identified when the first keyword appears in a searched document.

13. A method for rendering information from a database of financial documents onto a user interface of a remote computer, the method comprising:

generating, for one or more of the financial documents in the database, content based on the financial document for which the content is generated, wherein the generated content is associated with the financial document from which the content is generated;

receiving a query from the remote computer to search the financial documents within the database,

wherein the query from the remote computer is based on input from a user at the remote computer,

wherein the query includes at least one keyword to search the database;

executing a search of the financial documents in the database based on the query;

generating search results in response to executing the search,

wherein the search results include one or more identified financial documents from the database that contain at least one identified snippet of text from within the financial documents,

wherein a snippet of text is identified when the at least one keyword appears in a searched financial document;

causing at least a portion of a first identified financial document from the search results to be displayed on a first viewing portion of the user interface of the remote computer, and at least a portion of the generated content associated with the first identified financial document to be displayed on a second viewing portion of the user interface of the remote computer, wherein the displayed portion of the first identified financial document includes at least one identified snippet of text from within the first identified financial document;

receiving a criterion to filter the financial documents from the database, wherein the criterion is received from the remote computer, wherein the criterion from the remote computer is based on input from the user at the remote computer; and

filtering, in response to the received criterion, the financial documents in the database that are associated with the received criterion.

14. The method of claim 13 , wherein the one or more identified financial documents included in the search results are filtered in response to the received criterion.

15. The method of claim 13 , wherein the generated content for the associated financial document is based on text from the associated financial document from which the content is generated.

16. The method of claim 15 , wherein generating the content includes parsing the text from the associated financial document from which the content is generated into one or more tokens.

17. The method of claim 15 , wherein generating the content includes identifying relationships between parts of the text from the associated financial document from which the content is generated.

18. The method of claim 13 , wherein generating the content includes identifying one or more topics associated with the financial document based on text from the associated financial document from which the content is generated.

19. The method of claim 18 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to tag one or more of the sentences from the financial document with at least one of the one or more identified topics.

20. The method of claim 19 , wherein the generated content is based on at least one of the one or more identified topics.

21. The method of claim 13 , wherein the generated content includes metadata based on the associated financial document from which the content is generated.

22. The method of claim 13 , wherein the generated content is generated using machine learning.

23. The method of claim 13 , wherein the query further includes information identifying a publicly traded company.

24. The method of claim 13 , wherein the search results include identified financial documents that are associated with the publicly traded company in the query and that contain an identified snippet of text from within the financial documents, wherein a snippet of text is identified when the first keyword appears in a searched document.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 24, 2024
From: NEERVANNAN, RAJMOHAN; KOKKO, JAAKKO; CREUTZ, MATHIAS
To: ALPHASENSE OY
Reel/Frame 068675/0197 →
Continuity (19)
Continuation 18653457 · May 2, 2024
Continuation 18635640 · Apr 15, 2024
Continuation 18599723 · Mar 8, 2024
Continuation 18444828 · Feb 19, 2024
Continuation 18384534 · Oct 27, 2023
Continuation 18370614 · Sep 20, 2023
Continuation 18134354 · Apr 13, 2023
Continuation 18134302 · Apr 13, 2023
Continuation 18099763 · Jan 20, 2023
Continuation 18082765 · Dec 16, 2022
Continuation 17945436 · Sep 15, 2022
Continuation 17532120 · Nov 22, 2021
Continuation 17384075 · Jul 23, 2021
Continuation 17244994 · Apr 30, 2021
Continuation 17107148 · Nov 30, 2020
Continuation 15891254 · Feb 7, 2018
Continuation 15820507 · Nov 22, 2017
Continuation 12939165 · Nov 3, 2010
Provisional Application 61257466 · Nov 3, 2009
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