# US 11,030,244 B2 · Methods and systems for data retrieval using an XML configuration file > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,030,244 B2 - Document ID: US11030244B2 - Status: Granted - Kind: B2 - Application number: 15/224,154 - Filed: 2016-07-29 - Published: 2018-02-01 - Granted: 2021-06-08 - Earliest claimed: 2016-07-29 - Assignees: Alqimi Analytics & Intelligence, LLC - Applicants: ALQIMI Analytics & Intelligence, LLC - Inventors: Walter Greenberg; Kevin M. Donohue - Web page: https://patentgrep.com/patent/US11030244B2 ## CPC - G06F 16/8373: {Query execution} - G06F 16/81: Indexing, e.g. XML tags; Data structures therefor; Storage structures - G06F 16/838: Presentation of query results - G06F 16/9535: Search customisation based on user profiles and personalisation - G06F 16/9538: Presentation of query results - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Some embodiments are directed to a method for exchanging data between a user and a first data source, the method including configuring a non-transitory computer readable medium to retrieve and display a first set of data from the first data source via a first data source query in accordance with connection information, a set of display options and data retrieval filters specified in a user-defined XML configuration file. The non-transitory computer readable medium further applies the user-defined XML configuration file to a second data source query to display a second set of data from a second data source in accordance with the set of display options specified for the first data source in the user-defined XML configuration file. ## Claims ### Claim 1 A method for exchanging data between a user and a first data source, the method comprising: configuring a non-transitory computer readable medium to access a first set of data from the first data source via a first data source query in accordance with a set of data retrieval filters specified in a first user-defined XML configuration file, the first user-defined XML configuration file further specifying a first set of display options; retrieving the first set of data from the first data source in accordance with connection information that includes a URL and an IP address, system information of the user, system information of the data source, execution parameters, and data retrieval filters that include one or more identities indicative of the first data source and instructions to extract the first set of data specified in the first user-defined XML configuration file; displaying the first set of data in accordance with the first set of display options specified in the first user-defined XML configuration file; and applying, via the non-transitory computer readable medium, a second user-defined XML configuration file to a second data source query to display a second set of data from a second data source in accordance with the first set of display options specified for the first data source in the first user-defined XML configuration file. ### Claim 2 (depends on 1) The method of claim 1, further comprising displaying the first set of data and the second set of data on one or more portlets on a portal. ### Claim 3 (depends on 1) The method of claim 1, wherein at least one of the first data source and the second data source comprises information related to social media. ### Claim 4 (depends on 1) The method of claim 1, further comprising receiving the first data source query and the second data source query from a portal page. ### Claim 5 (depends on 1) The method of claim 1, further comprising storing the user-defined XML configuration file in a memory local to the user. ### Claim 6 (depends on 1) The method of claim 1, wherein the first data source query comprises one or more identities indicative of the first data source, one or more sets of keywords, and the first set of display options. ### Claim 7 (depends on 1) The method of claim 1, wherein the first set of display options further comprises at least one of a tabular layout, a chart layout, a news layout, a form layout, and a bullet layout for displaying the first set of data. ### Claim 8 (depends on 1) The method of claim 1, further comprising storing the first set of data and the second set of data in a server database in a predefined format. ### Claim 9 (depends on 1) The method of claim 1, further comprising accessing connection information stored in the user-defined XML configuration file to retrieve the first set of data. ### Claim 10 A method of retrieving data from one or more data sources, the method comprising: receiving a first set of display options, a first set of data retrieval filters that include one or more identities indicative of a data source and instructions to extract a set of data, and a first set of connection information that includes a URL and an IP address from a user via a user interface, system information of the user, system information of the data source, execution parameters, the first set of display options, the first set of data retrieval filters, and the first set of connection information corresponding to a first data source; embedding the first set of data retrieval filters and the first set of display options into a first user-defined XML configuration file; retrieving a first set of data from the first data source in accordance with the first set of data retrieval filters embedded in the first user-defined XML configuration file; storing the first set of data in a database in accordance with a predefined format; generating a first portlet to display the first set of data to the user in accordance with the first set of display options and the predefined format; and generating a second portlet in order to display a second set of data retrieved from a second data source by a second user-defined XML configuration file in accordance with the first set of display options embedded in the first user-defined XML configuration file. ### Claim 11 (depends on 10) The method of claim 10, wherein at least one of the first data source and the second data source comprises information related to social media. ### Claim 12 (depends on 10) The method of claim 10, wherein the data retrieval filters comprise at least one data source identifier and one or more keywords. ### Claim 13 (depends on 10) The method of claim 10, further comprising storing the user-defined XML configuration file in a memory local to the user. ### Claim 14 (depends on 10) The method of claim 10, wherein the display options comprise at least one of a tabular layout, chart layout, news layout, form layout and bullet layouts. ### Claim 15 (depends on 10) The method of claim 10, wherein the first set of data and the second set of data is retrieved via a portal server associated with the database. ### Claim 16 (depends on 10) The method of claim 10, further comprising accessing connection information stored in the user-defined XML configuration file to retrieve the first set of data. ### Claim 17 (depends on 10) The method of claim 10, further comprising accessing connection information stored in the user-defined XML configuration file to retrieve the second set of data. ### Claim 18 A system for exchanging data between a user and one or more data sources, the system comprising: a web portal configured to receive a first data source query from the user, the first data source query corresponding to a first data source; a processor configured to generate a first user-defined XML configuration file based on the first data source query, the first user-defined XML configuration file including a first set of display options and a first set of data retrieval filters that include one or more identities indicative of the first data source and instructions to extract a set of data and connection information that includes a URL and an IP address, system information of the user, system information of the first data source, and execution parameters; and a portal server communicably coupled to the web portal, the portal server configured to: retrieve a first set of data from the first data source in accordance with the first set of data retrieval filters specified in the first user-defined XML configuration file; store the first set of data in a database in accordance with a predefined format; generate a first portlet to display the first set of data by the web portal in accordance with the first set of display options and the predefined format; and generate a second portlet in order to display a second set of data retrieved from a second data source by a second user-defined XML configuration file in accordance with the first set of display options specified in the first user-defined XML configuration file. ### Claim 19 (depends on 18) The system of claim 18, wherein the portal server is further configured to access connection information stored in the user-defined XML configuration file to retrieve the first set of data. ### Claim 20 (depends on 18) The system of claim 18, wherein the processor is further configured to store the user-defined XML configuration file in a memory local to the user.