Computer with enhanced file and document review capabilities
A computer with enhanced filed and document review capabilities includes a system for reviewing statements made by a company and determining characteristics of the statements for use in analyzing a status of the company.
1. A method for rendering information from a database on a user interface of a remote computer, the method comprising:
receiving a query from a user at the remote computer to search within the database, wherein the database comprises a plurality of financial documents, wherein the user query includes:
information identifying a publicly traded company;
a first keyword distinct from the publicly traded company; and
a second keyword distinct from the first keyword and the publicly traded company;
executing a search based on the user query;
generating search results in response to executing the search,
wherein the search results include financial documents associated with the publicly traded company in the query,
the search results containing identified snippets of text from within the financial documents,
wherein a snippet of text is identified when the first keyword appears within a defined maximum distance from the second keyword in a searched financial document; and
causing to render, on a viewing portion of the user interface, content from the generated search results,
wherein the rendered content includes: a list of identified financial documents for selection by the user, wherein the list of identified financial documents is associated with the publicly traded company, and at least one document of the identified financial documents includes content provided by the publicly traded company,
wherein the list of financial documents is grouped according to a type of financial documents associated with publicly traded companies;
one or more of the identified snippets for selection by the user, wherein the one or more of the identified snippets is displayed in response to a selection of a financial document by the user from the list of identified financial documents, wherein the one or more of the identified snippets is from the user selected financial document;
text surrounding and containing a user selected snippet from the user selected financial document, wherein the at least a portion of the user selected snippet is displayed within the text surrounding the user selected snippet,
wherein the user selected snippet is highlighted; and
a stock ticker or a name of the publicly traded company.
2. The method of claim 1 , wherein the list of identified financial documents and plurality of identified snippets for selection by the user are each shown in distinct portions from one another of the user interface at the same time.
3. The method of claim 1 , wherein the defined maximum distance is adjustable.
4. The method of claim 1 , wherein a date associated with one or more of the financial documents is displayed in the list of identified financial documents.
5. The method of claim 1 , wherein a type of financial document is one of a SEC or other regulatory filing, transcript of investor call or presentation.
6. The method of claim 1 , wherein the query is further limited from at least one of: sectors, industries, portfolios, market capitalization ranges or date ranges.
7. The method of claim 1 , wherein a further selection of a snippet by the user from the one or more identified snippets results in showing text surrounding and containing the snippets in a distinct portion of the user interface.
8. The method of claim 1 , wherein the publicly traded company of the user query comprises an identifier of the publicly traded company.
9. The method of claim 1 , wherein the identified snippet includes content in addition to a complete sentence.
10. A system for rendering information from a database onto a user interface at a remote computer, the system comprising a server having one or more processors configured for:
receiving a query from a user at the remote computer to search within the database, wherein the database comprises a plurality of financial documents, wherein the user query includes:
information identifying a publicly traded company;
a first keyword distinct from the publicly traded company; and
a second keyword distinct from the first keyword and the publicly traded company;
executing a search based on the user query;
generating search results in response to executing the search,
wherein the search results include financial documents associated with the publicly traded company in the query,
the search results containing identified snippets of text from within the financial documents,
wherein a snippet of text is identified when the first keyword appears within a defined maximum distance from the second keyword in a searched financial document; and
causing to render, on a viewing portion of the user interface, content from the generated search results,
wherein the rendered content includes: a list of identified financial documents for selection by the user, wherein the list of identified financial documents is associated with the publicly traded company, and at least one document of the identified financial documents includes content provided by the publicly traded company,
wherein the list of financial documents is grouped according to a type of financial documents associated with publicly traded companies;
one or more of the identified snippets for selection by the user, wherein the one or more of the identified snippets is displayed in response to a selection of a financial document by the user from the list of identified financial documents, wherein the one or more of the identified snippets is from the user selected financial document;
text surrounding and containing a user selected snippet from the user selected financial document, wherein the at least a portion of the user selected snippet is displayed within the text surrounding the user selected snippet,
wherein the user selected snippet is highlighted; and
a stock ticker or a name of the publicly traded company.
11. The system of claim 10 , wherein the list of identified financial documents and plurality of identified snippets for selection by the user are each shown in distinct portions from one another of the user interface.
12. The system of claim 10 , wherein the defined maximum distance is adjustable.
13. The system of claim 10 , wherein a date associated with one or more of the financial documents is displayed in the list of identified financial documents.
14. The system of claim 10 , wherein a type of financial document is one of a SEC or other regulatory filing, transcript of investor call or presentation.
15. The system of claim 10 , wherein the query is further limited from at least one of: sectors,
industries, portfolios, market capitalization ranges or date ranges.
16. The system of claim 10 , wherein a further selection of a snippet by the user from the one or more identified snippets results in showing text surrounding and containing the snippets in a distinct portion of the user interface.
17. The system of claim 10 , wherein the publicly traded company of the user query comprises an identifier of the publicly traded company.