IP Library Granted Patent US 7,917,841
Granted Patent B2
US 7,917,841 · App. 11/788,558 · Granted Mar 29, 2011

System and method for rendering data

Assignee: Edgar Online, Inc.
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Quick Facts
Patent No.
US 7,917,841
App. No.
11/788,558
Granted
Mar 29, 2011
Kind
B2
Abstract

A method of viewing information associated with data in a spreadsheet, includes providing a document including data and information associated with the data, parsing the document to retrieve the associated information, processing the associated information to break the associated information down into at least one sentence, categorizing the at least one sentence to determine whether the at least one sentence corresponds to at least one category in a taxonomy corresponding to the data, assigning an association strength to the categorized at least one sentence, the association strength indicating a likelihood that the categorized at least one sentence actually corresponds to the at least one category in the taxonomy, filtering the at least one categorized sentence based on the association strength to determine whether to match the categorized at least one sentence with the at least one category in the taxonomy and outputting only the categorized at least one sentence matched with the at least one category in the taxonomy.

Claims (55)

1. A method of viewing information associated with data in a spreadsheet, comprising:

providing a document including data and information associated with the data;

parsing the document to retrieve the associated information;

processing the associated information to break the associated information down into at least one sentence;

categorizing the at least one sentence based on a likelihood that the at least one sentence corresponds to at least one category in a taxonomy corresponding to the data resulting in at least one categorized sentence;

assigning an association strength to the at least one categorized sentence, the association strength indicating the likelihood that the at least one categorized sentence corresponds to the at least one category in the taxonomy;

filtering the at least one categorized sentence based on the association strength;

matching one or more of the at least one categorized sentence with the at least one category in the taxonomy based on the filtering, resulting in an at least one categorized sentence matched with the at least one category in the taxonomy; and

outputting only the at least one categorized sentence matched with the at least one category in the taxonomy to the spreadsheet.

2. The method of claim 1 , wherein the association strength is represented as a number between zero and one.

3. The method of claim 2 , wherein closer an association strength is to one, a higher likelihood that the categorized at least one sentence actually corresponds to the at least one category in the taxonomy.

4. The method of claim 1 , wherein the associated information comprises at least one of footnotes, head notes and management discussion.

5. The method of claim 1 , further comprising converting the retrieved associated information into a text file prior to processing the associated information.

6. The method of claim 1 , wherein the filtering comprises a “best match” type filter in which only a match with a highest association strength is output.

7. The method of claim 1 , wherein the filtering comprises a “matches over n %” type filter in which only matches with association strengths above a predefined value (n) are output, wherein n is a number.

8. The method of claim 7 , wherein the matches with association strengths above a predefined value (n) are output in order from highest association strength to lowest association strength.

9. The method of claim 1 , wherein the filtering comprises an “all matches found” type filter in which all matches having an association strength are output.

10. The method of claim 9 , wherein the matches are output in order from highest association strength to lowest association strength.

11. A system for viewing information associated with data in a spreadsheet, comprising:

memory operable to store at least one program; and

at least one processor communicatively coupled to the memory, in which the at least one program, when executed by the at least one processor, causes the at least one processor to:

provide a document including data and information associated with the data;

parse the document to retrieve the associated information;

process the associated information to break the associated information down into at least one sentence

categorize the at least one sentence based on a likelihood that the at least one sentence corresponds to at least one category in a taxonomy corresponding to the data resulting in at least one categorized sentence;

assign an association strength to the at least one categorized sentence, the association strength indicating the likelihood that the at least one categorized sentence corresponds to the at least one category in the taxonomy;

filter the at least one categorized sentence based on the association strength;

match one or more of the at least one categorized sentence with the at least one category in the taxonomy, based on the filter, resulting in an at least one categorized sentence matched with the at least on category in the taxonomy; and

output only the at least one categorized sentence matched with the at least one category in the taxonomy to the spreadsheet.

12. The system of claim 11 , wherein the association strength is represented as a number between zero and one.

13. The system of claim 12 , wherein closer an association strength is to one, a higher likelihood that the categorized at least one sentence actually corresponds to the at least one category in the taxonomy.

14. The system of claim 11 , wherein the associated information comprises at least one of footnotes, head notes and management discussion.

15. The system of claim 11 , wherein the at least one processor further converts the retrieved associated information into a text file prior to processing the associated information.

16. The system of claim 11 , wherein the filtering module comprises a “best match” type filter in which only a match with a highest association strength is output.

17. The system of claim 11 , wherein the filtering comprises a “matches over n %” type filter in which only matches with association strengths above a predefined value (n) are Output, wherein n is a number.

18. The system of claim 17 , wherein the matches with association strengths above a predefined value (n) are output in order from highest association strength to lowest association strength.

19. The system of claim 11 , wherein the filtering comprises an “all matches found” type filter in which all matches having an association strength are output.

20. The system of claim 19 , wherein the matches are output in order from highest association strength to lowest association strength.

21. A non-transitory computer readable storage medium having stored thereon computer-executable instructions for viewing information associated with data in a spreadsheet, which, when executed by a processor, perform a method the comprising:

providing a document including data and information associated with the data;

parsing the document to retrieve the associated information; code for processing the associated information to break the associated information down into at least one sentence;

categorizing the at least one sentence based on a likelihood that the at least one sentence corresponds to at least one category in a taxonomy corresponding to the data resulting in at least one categorized sentence;

assigning an association strength to the at least one categorized sentence, the association strength indicating the likelihood that the at least on categorized sentence corresponds to the at least one category in the taxonomy;

filtering the at least one categorized sentence based on the association strength;

matching one or more of the at least one categorized sentence with the at least one category in the taxonomy, based on the filtering, resulting in an at least one categorized sentence matched with the at least one category in the taxonomy; and

outputting only the at least one categorized sentence matched with the at least one category in the taxonomy to the spreadsheet.

22. The non-transitory computer readable storage medium of claim 21 , wherein the association strength is represented as a number between zero and one.

23. The non-transitory computer readable storage medium of claim 22 , wherein closer an association strength is to one, a higher likelihood that the categorized at least one sentence actually corresponds to the at least one category in the taxonomy.

24. The non-transitory computer readable storage medium of claim 21 , wherein the associated information comprises at least one of footnotes, head notes and management discussion.

25. The non-transitory computer readable storage medium of claim 21 , the method further comprising converting the retrieved associated information into a text file prior to processing the associated information.

26. The non-transitory computer readable storage medium of claim 21 , wherein the filtering comprises a “best match” type filter in which only a match with a highest association strength is output.

27. The non-transitory computer readable storage medium of claim 21 , wherein the filtering comprises a “matches over n %” type filter in which only matches with association strengths above a predefined value (n) are output.

28. The non-transitory computer readable storage medium of claim 27 , wherein the matches with association strengths above a predefined value (n) are output in order from highest association strength to lowest association strength, wherein n is a number.

29. The non-transitory computer readable storage medium of claim 21 , wherein the filtering comprises an “all matches found” type filter in which all matches having an association strength are output.

30. The non-transitory computer readable storage medium of claim 29 , wherein the matches are output in order from highest association strength to lowest association strength.

Assignments (4)
SECURITY AGREEMENT Recorded Oct 3, 2016
From: DONNELLEY FINANCIAL, LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 040208/0846 →
CHANGE OF NAME Recorded Sep 27, 2016
From: R.R. DONNELLEY FINANCIAL, INC.
To: DONNELLEY FINANCIAL, LLC
Reel/Frame 040165/0441 →
MERGER Recorded Jan 22, 2015
From: EDGAR ONLINE, INC.
To: R. R. DONNELLEY FINANCIAL, INC.
Reel/Frame 034790/0062 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 20, 2007
From: CHOPIN, STEFAN; KRUGMAN, ROBERT; STRAUSBERG, MARC; BARRETT, LESLIE
To: EDGAR ONLINE, INC.
Reel/Frame 019228/0809 →
Continuity (3)
Continuation In Part 11397105 · Apr 4, 2006
Continuation In Part 11214083 · Aug 29, 2005
Related Publication 20070192265A1 · Aug 16, 2007