# US 11,907,510 B1 · User interface for use with a search engine for searching financial related documents

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- Number: US 11,907,510 B1
- Document ID: US11907510B1
- Status: Granted
- Kind: B1
- Application number: 18/205,860
- Filed: 2023-06-05
- Granted: 2024-02-20
- Earliest claimed: 2009-11-03
- Assignees: AlphaSense Oy
- Applicants: AlphaSense Oy
- Inventors: Rajmohan Neervannan; Jaakko Kokko; Mathias Creutz
- Web page: https://patentgrep.com/patent/US11907510B1

## CPC

- G06F 40/211: Syntactic parsing, e.g. based on context-free grammar [CFG] or unification grammars
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/0484: for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06F 16/215: Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors
- G06F 16/23: Updating
- G06F 16/243: {Natural language query formulation}
- G06F 16/3323: {using document space presentation or visualization, e.g. category, hierarchy or range presentation and selection}
- G06F 16/3328: {using graphical result space presentation or visualisation}
- G06F 16/338: Presentation of query results
- G06F 16/93: Document management systems
- G06F 16/9532: Query formulation
- G06F 16/9535: Search customisation based on user profiles and personalisation
- G06F 16/9538: Presentation of query results
- G06F 16/954: Navigation, e.g. using categorised browsing
- G06F 40/205: Parsing
- G06F 40/30: Semantic analysis
- G06N 20/00: Machine learning
- G06Q 10/067: Enterprise or organisation modelling
- G06Q 40/04: Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
- G06F 40/117: Tagging; Marking up (details of markup languages G06F40/143); Designating a block; Setting of attributes (style sheets, e.g. eXtensible Stylesheet Language Transformation [XSLT], G06F40/154)
- G06F 40/253: Grammatical analysis; Style critique
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## 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

### Claim 1

A method for rendering information from a database onto a user interface of a remote computer, the method comprising:
receiving a content feed, wherein the content feed includes 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 documents from the content feed, and
wherein the query includes at least one search criteria required to determine the information from the database to summarize;
executing a search based on the query;
generating search results in response to executing the search,
wherein the search results include an identified document from the database,
wherein the document in the database is identified based on the query;
parsing text of at least a portion of each of one or more sentences from the identified document;
generating a summary of information from the identified document, wherein the summary includes content based on the parsed text; and
causing the summary to be displayed on a viewing portion of the user interface of the remote computer.

### Claim 2 (depends on 1)

The method of claim 1, wherein the text from the identified document is parsed into one or more tokens.

### Claim 3 (depends on 1)

The method of claim 1, wherein parsing includes identifying relationships between parts of the parsed text.

### Claim 4 (depends on 1)

The method of claim 1, wherein generating the summary includes identifying one or more topics associated with the identified document based on the parsed text.

### Claim 5 (depends on 4)

The method of claim 4, further comprising tagging one or more of the sentences from the identified document with at least one of the one or more identified topics.

### Claim 6 (depends on 4)

The method of claim 4, wherein the content included in the summary is further based on at least one of the one or more identified topics.

### Claim 7 (depends on 1)

The method of claim 1, wherein:
the documents in the database are related to at least one publicly traded company; and
the query includes:
information identifying a publicly traded company of the at least one publicly traded companies;
a first keyword distinct from the publicly traded company; and
a second keyword distinct from the first keyword and the publicly traded company.

### Claim 8 (depends on 7)

The method of claim 7, wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the documents, wherein a snippet of text is identified when the first keyword or the second keyword appears in a searched document.

### Claim 9 (depends on 7)

The method of claim 7, wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the 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 document.

### Claim 10 (depends on 7)

The method of claim 7, further comprising:
determining a first similar topic for the first keyword;
determining a second similar topic for the second keyword;
wherein the search is executed based on the query and the first similar topic and the second similar topic;
wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the documents, wherein a snippet of text is identified when any of the first keyword, the first similar topic, the second keyword, or the second similar topic appears in a searched document.

### Claim 11 (depends on 1)

The method of claim 1, wherein the query is in a form of a natural-language prompt.

### Claim 12 (depends on 1)

The method of claim 1, wherein the summary is generated using a neural network.

### Claim 13 (depends on 1)

The method of claim 1, further comprising generating a report based on the search in response to one or more new documents in the database of the plurality of documents, wherein the report includes a new summary based on parsed text from the one or more new documents.

### Claim 14 (depends on 13)

The method of claim 13, wherein the report includes identified portions of the parsed text from the one or more new documents.

### Claim 15

A system for rendering information from a database 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:
receive a content feed, wherein the content feed includes 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 documents from the content feed, and
wherein the query includes at least one search criteria required to determine the information from the database to summarize;
execute a search based on the query;
generate search results in response to executing the search,
wherein the search results include an identified document from the database,
wherein the document in the database is identified based on the query;
parse text of at least a portion of each of one or more sentences from the identified document;
generate a summary of information from the identified document, wherein the summary includes content based on the parsed text; and
cause the summary to be displayed on a viewing portion of the user interface of the remote computer.

### Claim 16 (depends on 15)

The system of claim 15, wherein the text from the identified document is parsed into one or more tokens.

### Claim 17 (depends on 15)

The system of claim 15, wherein parsing includes identifying relationships between parts of the parsed text.

### Claim 18 (depends on 15)

The system of claim 15, wherein generating the summary includes identifying one or more topics associated with the identified document based on the parsed text.

### Claim 19 (depends on 18)

The system 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 identified document with at least one of the one or more identified topics.

### Claim 20 (depends on 18)

The system of claim 18, wherein the content included in the summary is further based on at least one of the one or more identified topics.

### Claim 21 (depends on 15)

The system of claim 15, wherein:
the documents in the database are related to at least one publicly traded company; and
the query includes:
information identifying a publicly traded company of the at least one publicly traded companies;
a first keyword distinct from the publicly traded company; and
a second keyword distinct from the first keyword and the publicly traded company.

### Claim 22 (depends on 21)

The system of claim 21, wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the documents, wherein a snippet of text is identified when the first keyword or the second keyword appears in a searched document.

### Claim 23 (depends on 21)

The system of claim 21, wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the 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 document.

### Claim 24 (depends on 21)

The system of claim 21, wherein the instructions, when executed by the one or more hardware processors, further cause the system to:
determine a first similar topic for the first keyword;
determine a second similar topic for the second keyword;
wherein the search is executed based on the query and the first similar topic and the second similar topic;
wherein the search results include documents associated with the publicly traded company in the query and that contain an identified snippet of text from within the documents, wherein a snippet of text is identified when any of the first keyword, the first similar topic, the second keyword, or the second similar topic appears in a searched document.

### Claim 25 (depends on 15)

The system of claim 15, wherein the query is in a form of a natural-language prompt.

### Claim 26 (depends on 15)

The system of claim 15, wherein the summary is generated using a neural network.

### Claim 27 (depends on 15)

The system of claim 15, wherein the instructions, when executed by the one or more hardware processors, further cause the system to generate a report based on the search in response to one or more new documents in the database of the plurality of documents, wherein the report includes a new summary based on parsed text from the one or more new documents.

### Claim 28 (depends on 27)

The system of claim 27, wherein the report includes identified portions of the parsed text from the one or more new documents.
