# US 11,907,511 B1 · User interface for use with a search engine for searching financial related documents

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 11,907,511 B1
- Document ID: US11907511B1
- Status: Granted
- Kind: B1
- Application number: 18/384,534
- Filed: 2023-10-27
- 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/US11907511B1

## 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 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.

### Claim 2 (depends on 1)

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.

### Claim 3 (depends on 2)

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

### Claim 4 (depends on 3)

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.

### Claim 5 (depends on 2)

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

### Claim 6 (depends on 2)

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

### Claim 7 (depends on 2)

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

### Claim 8 (depends on 7)

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.

### Claim 9 (depends on 7)

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.

### Claim 10 (depends on 1)

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

### Claim 11 (depends on 1)

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.

### Claim 12 (depends on 1)

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.

### Claim 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.

### Claim 14 (depends on 13)

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.

### Claim 15 (depends on 14)

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

### Claim 16 (depends on 15)

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.

### Claim 17 (depends on 14)

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

### Claim 18 (depends on 14)

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

### Claim 19 (depends on 14)

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

### Claim 20 (depends on 19)

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.

### Claim 21 (depends on 19)

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.

### Claim 22 (depends on 13)

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

### Claim 23 (depends on 13)

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.

### Claim 24 (depends on 13)

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.