IP Library › Granted Patent US 11,907,511
Granted Patent B1
US 11,907,511 · App. 18/384,534 · Granted Feb 20, 2024

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
G06F3/0484G06F3/0482G06F16/3323G06F16/3328G06F40/30G06N20/00G06F40/117G06F40/211G06F40/253
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,907,511
App. No.
18/384,534
Granted
Feb 20, 2024
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 (57)

1. A method for rendering information from a database onto a user interface at a remote computer, the method comprising:

receiving a content feed, wherein the content feed includes financial documents that are received in real-time and processed for storage in the database;

receiving a query from the remote computer to search within the database, wherein the query from the remote computer is based on input from a user at the remote computer,

wherein the database comprises a plurality of financial documents from the content feed, and

wherein the 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 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 and that contain 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 includes content associated with the publicly traded company;

text surrounding and containing an identified snippet from the user-selected financial document,

wherein at least a portion of the identified snippet is displayed differently within the text surrounding the identified snippet.

2. The method of claim 1 , further comprising:

receive criteria from the remote computer, wherein the criteria from the remote computer is based on input from the user at the remote computer; and

in response to one or more new documents in the database of the plurality of documents, generate a report that comprises an identification of a new document of the one or more new documents based on the criteria.

3. The method of claim 2 , wherein the report further comprises a new identified snippet of text associated with the new document.

4. The method of claim 3 , further comprising causing a portion of the new document from the report to be rendered on the user interface, wherein the portion of the new document from the report rendered on the user interface includes a portion of the new identified snippet of text.

5. The method of claim 2 , wherein the criteria includes a keyword based on input from the user at the remote computer.

6. The method of claim 2 , wherein the report is generated at periodic intervals.

7. The method of claim 2 , wherein the report comprises a list of a plurality of documents.

8. The method of claim 7 , wherein the documents from the list of the plurality of documents from the report are associated with a single publicly traded company.

9. The method of claim 7 , wherein the documents from the list of the plurality of documents from the report are associated with a same document type.

10. The method of claim 1 , wherein the defined maximum distance is adjustable.

11. 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.

12. 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.

13. A system for rendering information from a database onto a user interface at 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:

receive a content feed, wherein the content feed includes financial documents that are received in real-time and processed for storage in the database;

receive a query from the remote computer to search within the database, wherein the query from the remote computer is based on input from a user at the remote computer,

wherein the database comprises a plurality of financial documents from the content feed, and

wherein the 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;

execute a search based on the query;

generate search results in response to executing the search, wherein the search results include financial documents associated with the publicly traded company in the query and that contain 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

cause 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 includes content associated with the publicly traded company;

text surrounding and containing an identified snippet from the user-selected financial document,

wherein at least a portion of the identified snippet is displayed differently within the text surrounding the identified snippet.

14. The system of claim 13 , wherein the one or more hardware processors are further configured to cause the system to:

receive criteria from the remote computer, wherein the criteria from the remote computer is based on input from the user at the remote computer; and

in response to one or more new documents in the database of the plurality of documents, generate a report that comprises an identification of a new document of the one or more new documents based on the criteria.

15. The system of claim 14 , wherein the report further comprises a new identified snippet of text associated with the new document.

16. The system of claim 15 , wherein the one or more hardware processors are further configured to cause a portion of the new document from the report to be rendered on the user interface, wherein the portion of the new document from the report rendered on the user interface includes a portion of the new identified snippet of text.

17. The system of claim 14 , wherein the criteria includes a keyword based on input from the user at the remote computer.

18. The system of claim 14 , wherein the report is generated at periodic intervals.

19. The system of claim 14 , wherein the report comprises a list of a plurality of documents.

20. The system of claim 19 , wherein the documents from the list of the plurality of documents from the report are associated with a single publicly traded company.

21. The system of claim 19 , wherein the documents from the list of the plurality of documents from the report are associated with a same document type.

22. The system of claim 13 , wherein the defined maximum distance is adjustable.

23. The system of claim 13 , wherein a date associated with one or more of the financial documents is displayed in the list of identified financial documents.

24. The system of claim 13 , wherein the query is further limited from at least one of: sectors, industries, portfolios, market capitalization ranges or date ranges.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 8, 2023
From: NEERVANNAN, RAJMOHAN; KOKKO, JAAKKO; CREUTZ, MATHIAS
To: ALPHASENSE OY
Reel/Frame 065497/0227 →
Continuity (14)
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
Cited By (4)
US 12,248,751 US 12,481,828 US 12,505,290 US 12,626,062