# US 2021/0278938 A1 · Systems and methods for electronic information card creation for contextually-relevant data

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- Number: US 2021/0278938 A1
- Document ID: US20210278938A1
- Status: Published application
- Kind: A1
- Application number: 17/316,201
- Filed: 2021-05-10
- Published: 2021-09-09
- Earliest claimed: 2020-02-12
- Assignees: MicroStrategy Incorporated
- Applicants: MicroStrategy Incorporated
- Inventors: Siyuan FAN; Jose Manuel NOCEDAL DE LA GARZA; Nida IMTIAZ
- Web page: https://patentgrep.com/patent/US20210278938A1

## CPC

- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/04817: using icons (graphical or visual programming using iconic symbols G06F8/34)
- G06F 3/04845: for image manipulation, e.g. dragging, rotation, expansion or change of colour
- G06F 3/04847: Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
- G06F 3/0486: Drag-and-drop
- G06F 16/2379: {Updates performed during online database operations; commit processing}
- G06F 40/166: Editing, e.g. inserting or deleting
- G06F 40/186: Templates
- G06Q 10/109: Time management, e.g. calendars, reminders, meetings or time accounting
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- 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

Methods, systems, and apparatus, including computer programs stored on computer-readable media, generate contextually relevant electronic information cards. An indication to generate an electronic information card may be received from a user. In response to the indication, the electronic information card may be generated. A selection of a user interface field element may be received to add to the electronic information card at a location, and, in response to the selection, the user interface element may be added to the electronic information card at the location.

## Claims

### Claim at position 1

1-20. (canceled)

### Claim 21

A method for generating contextually relevant electronic information cards, comprising:
receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;
determining a type of information card from a plurality of types of information cards based on at least one of a user status or an organization associated with the user;
in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;
providing a widget panel comprising a plurality of widgets selectable by the user;
receiving, from the user, a selection of a first widget to add to the electronic information card at a user selected location;
determining that the user selected location corresponds to a widget location; and
providing the first widget at the user selected location on the electronic information card.

### Claim 22 (depends on 21)

The method of claim 21, wherein the user status comprises a user authorization level further comprising: generating the electronic information card based on the user authorization level.

### Claim 23 (depends on 22)

The method of claim 22, wherein the electronic information card comprises content that is selected based on the user authorization level.

### Claim 24 (depends on 23)

The method of claim 23, wherein the content is further selected based on at least one of a user role or an interaction history.

### Claim 25 (depends on 21)

The method of claim 21, wherein the user status or the organization associated with the user is determined upon user authentication.

### Claim 26 (depends on 21)

The method of claim 21, further comprising:
accessing a private database associated with the organization associated with the user; and
identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.

### Claim 27 (depends on 21)

The method of claim 21, wherein the electronic information card is displayed within an application that comprises the one or more keywords.

### Claim 28 (depends on 21)

The method of claim 21, wherein the selection of a first widget comprises dragging the first widget from the widget panel into the electronic information card.

### Claim 29 (depends on 28)

The method of claim 28, wherein the first widget is of a first widget type and further comprising displaying a placeholder of a predetermined size of the first widget type within a body of the electronic information card while dragging the first widget into the information card.

### Claim 30 (depends on 21)

The method of claim 21, further comprising moving the first widget to a second location within the electronic information card.

### Claim 31 (depends on 21)

The method of claim 21, further comprising:
providing a template panel comprising a plurality of templates, each template comprising at least a subset of the plurality of widgets selectable by the user, wherein receiving the selection of the first widget to add to the electronic information card at a user selected location comprises receiving, from the user, a selection of a template comprising at least a subset of the plurality of widgets including the first widget.

### Claim 32

A system for generating contextually relevant electronic information cards comprising:
one or more processors; and
one or more machine-readable media storing software including instructions that, when executed by the one or more processors, cause the system to perform operations comprising:
receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;
determining a type of information card from a plurality of types of information cards based on at least one of a user status or an organization associated with the user;
in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;
providing a widget panel comprising a plurality of widgets selectable by the user;
receiving, from the user, a selection of a first widget to add to the electronic information card at a user selected location;
determining that the user selected location corresponds to a widget location; and
providing the first widget at the user selected location on the electronic information card.

### Claim 33 (depends on 32)

The system of claim 32, wherein the user status comprises a user authorization level further comprising: generating the electronic information card based on the user authorization level.

### Claim 34 (depends on 33)

The system of claim 33, wherein the electronic information card comprises content that is selected based on the user authorization level.

### Claim 35 (depends on 32)

The system of claim 32, wherein the user status or the organization associated with the user is determined upon user authentication.

### Claim 36 (depends on 32)

The system of claim 32, the operations further comprising:
accessing a private database associated with the organization associated with the user; and
identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.

### Claim 37 (depends on 32)

The system of claim 32, wherein the electronic information card is displayed within an application that comprises the one or more keywords.

### Claim 38 (depends on 32)

The system of claim 32, the operations further comprising:
providing a template panel comprising a plurality of templates, each template comprising at least a subset of the plurality of widgets selectable by the user, wherein receiving the selection of the first widget to add to the electronic information card at a user selected location comprises receiving, from the user, a selection of a template comprising at least a subset of the plurality of widgets including the first widget.

### Claim 39

One or more non-transitory machine-readable media storing instructions that, when executed by one or more processors, cause performance of operations for generating contextually relevant electronic information cards, the operations comprising:
receiving an indication from a user to generate an electronic information card, the electronic information card being displayable proximate to one or more keywords on an electronic display;
determining a type of information card from a plurality of types of information cards based on at least one of a user status or an organization associated with the user;
in response to the indication, generating the electronic information card that corresponds to the determined type of information card, the electronic information card comprising widget locations and non-widget locations;
providing a widget panel comprising a plurality of widgets selectable by the user;
receiving, from the user, a selection of a first widget to add to the electronic information card at a user selected location;
determining that the user selected location corresponds to a widget location; and
providing the first widget at the user selected location on the electronic information card.

### Claim 40 (depends on 39)

The non-transitory machine-readable media of claim 39, further comprising:
accessing a private database associated with the organization associated with the user; and
identifying the one or more keywords from the private database, the one or more keywords having a semantic meaning specific to the organization.
