# US 2020/0394243 A1 · System and method for document data extraction, data indexing, data searching and data filtering > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2020/0394243 A1 - Document ID: US20200394243A1 - Status: Published application - Kind: A1 - Application number: 17/009,080 - Filed: 2020-09-01 - Published: 2020-12-17 - Earliest claimed: 2016-11-16 - Assignees: First American Financial Corporation - Applicants: First American Financial Corporation - Inventors: David Harry Blackman; Dinesh Vayalapadu - Web page: https://patentgrep.com/patent/US20200394243A1 ## CPC - G06F 16/9535: Search customisation based on user profiles and personalisation - G06F 16/316: {Indexing structures} - G06F 16/3344: {using natural language analysis} - G06F 16/93: Document management systems - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract Systems and methods are described for extracting data from digital documents, indexing the data, and providing a user interface for filtering the data and generating a document based on the filtered data. In one implementation, a method includes extracting data from one or more digital documents, the extracted data including elements of a first type, the elements of the first type including key-value pairs; indexing the extracted data; hosting a web-based application instance, the web-based application instance including a user interface for searching the indexed data and filtering elements of the first type based on rules defined by a user of the user interface; receiving rules for filtering the elements of the first type; and filtering the elements of the first type based on the received rules. ## Claims ### Claim 1 A non-transitory computer-readable storage medium storing instructions that, when executed by a processor, cause the processor to perform operations comprising: receiving, at a user interface of an application instance, a request to search for a real property; in response to receiving the request: searching indexed data for information related to the real property, the indexed data comprising multiple key-value pairs (KVPs) and associated sentences or paragraphs extracted from documents associated with real properties; and retrieving, based on the search, at least one sentence or paragraph of a prior document corresponding to the real property; receiving, at the user interface, a rule referring to a key-value pair (KVP) and specifying a condition under which a sentence or paragraph is included, excluded, or modified; determining whether to include, exclude, or modify the at least one sentence or paragraph in a new document associated with the real property by: applying the received rule to the at least one sentence or paragraph; and creating, by at least applying the received rule, the new document associated with the real property, the new document comprising a subset of the paragraphs or sentences of the prior document. ### Claim 2 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the method further comprises: generating, using the rule, a new KVP, and associating the new KVP with the at least one sentence or paragraph that was retrieved. ### Claim 3 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the method further comprises: generating, using the rule, a new KVP, and associating the new KVP with a modified version of the at least one sentence or paragraph that was retrieved. ### Claim 4 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the KVP is one of the KVPs, wherein the method further comprises: associating, using the rule, the KVP with the at least one sentence or paragraph that was retrieved. ### Claim 5 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the KVP is one of the KVPs, wherein the method further comprises: associating, using the rule, the KVP with a modified version of the at least one sentence or paragraph that was retrieved. ### Claim 6 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the method further comprises: initiating a proxy call at the application instance to a rules system storing the received rule. ### Claim 7 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the multiple KVPs and associated sentences or paragraphs are multiple KVPs associated with title exception paragraphs, wherein the rule specifies a condition under which a title exception is included or excluded from a title product. ### Claim 8 (depends on 7) The non-transitory computer-readable storage medium of claim 7, wherein the prior document is a prior title policy associated with the real property, wherein the new document is a new title policy associated with the real property. ### Claim 9 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the method further comprises: generating the indexed data, wherein generating the index data, comprises: extracting, from the documents associated with the real properties, the sentences or paragraphs; and deriving the KVPS associated with the sentences or paragraphs. ### Claim 10 (depends on 1) The non-transitory computer-readable storage medium of claim 1, wherein the application instance is a web-based application instance. ### Claim 11 A method, comprising: receiving, at a user interface of an application instance run using a device, a request to search for a real property; in response to receiving the request: searching, at the device, indexed data for information related to the real property, the indexed data comprising multiple key-value pairs (KVPs) and associated sentences or paragraphs extracted from documents associated with real properties; and retrieving, at the device, based on the search, at least one sentence or paragraph of a prior document corresponding to the real property; receiving, at the user interface, a rule referring to a key-value pair (KVP) and specifying a condition under which a sentence or paragraph is included, excluded, or modified; determining, at the device, whether to include, exclude, or modify the at least one sentence or paragraph in a new document associated with the real property by: applying the received rule to the at least one sentence or paragraph; and creating, at the device, by at least applying the received rule, the new document associated with the real property, the new document comprising a subset of the paragraphs or sentences of the prior document. ### Claim 12 (depends on 11) The method claim 11, wherein the method further comprises: generating, using the rule, a new KVP, and associating the new KVP with the at least one sentence or paragraph that was retrieved. ### Claim 13 (depends on 11) The method claim 11, wherein the method further comprises: generating, using the rule, a new KVP, and associating the new KVP with a modified version of the at least one sentence or paragraph that was retrieved. ### Claim 14 (depends on 11) The method claim 11, wherein the KVP is one of the KVPs, wherein the method further comprises: associating, using the rule, the KVP with the at least one sentence or paragraph that was retrieved. ### Claim 15 (depends on 11) The method claim 11, wherein the KVP is one of the KVPs, wherein the method further comprises: associating, using the rule, the KVP with a modified version of the at least one sentence or paragraph that was retrieved. ### Claim 16 (depends on 11) The method claim 11, further comprising: initiating a proxy call at the application instance to a rules system storing the received rule. ### Claim 17 (depends on 11) The method claim 11, wherein the multiple KVPs and associated sentences or paragraphs are multiple KVPs associated with title exception paragraphs, wherein the rule specifies a condition under which a title exception is included or excluded from a title product. ### Claim 18 (depends on 17) The method claim 17, wherein the prior document is a prior title policy associated with the real property, wherein the new document is a new title policy associated with the real property. ### Claim 19 (depends on 11) The method claim 11, further comprising: generating the indexed data, wherein generating the index data, comprises: extracting, from the documents associated with the real properties, the sentences or paragraphs; and deriving the KVPS associated with the sentences or paragraphs. ### Claim 20 A system, comprising: a processor; and a non-transitory computer-readable storage medium storing instructions that, when executed by the processor, cause the processor to perform operations comprising: receiving, at a user interface of an application instance, a request to search for a real property; in response to receiving the request: searching indexed data for information related to the real property, the indexed data comprising multiple key-value pairs (KVPs) and associated sentences or paragraphs extracted from documents associated with real properties; and retrieving, based on the search, at least one sentence or paragraph of a prior document corresponding to the real property; receiving, at the user interface, a rule referring to a key-value pair (KVP) and specifying a condition under which a sentence or paragraph is included, excluded, or modified; determining whether to include, exclude, or modify the at least one sentence or paragraph in a new document associated with the real property by: applying the received rule to the at least one sentence or paragraph; and creating, by at least applying the received rule, the new document associated with the real property, the new document comprising a subset of the paragraphs or sentences of the prior document.