# US 6,732,092 B2 · Method and system for database queries and information delivery > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 6,732,092 B2 - Document ID: US6732092B2 - Status: Granted - Kind: B2 - Application number: 09/966,355 - Filed: 2001-09-28 - Published: 2003-04-03 - Granted: 2004-05-04 - Earliest claimed: 2001-09-28 - Assignees: Client Dynamics, Inc. - Inventors: Scott Lucas; Erik Moore - Web page: https://patentgrep.com/patent/US6732092B2 ## CPC - G06Q 30/06: Buying, selling or leasing transactions - G06F 16/9535: Search customisation based on user profiles and personalisation - Y10S 707/955: Object-oriented - Y10S 707/99933: Query processing, i.e. searching - Y10S 707/99936: Pattern matching access - 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 - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - Y10S: TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS ## Abstract The present invention provides for a method and system of importing or creating individual profiles with associated keyphrases and querying all sources of information on a network based on user-based or individual-based keyphrases with relevant objects, such as documents, retrieved based on keyphrase occurrence and based on association to individuals who have matching keyphrases, thereby allowing the user to easily identify interested individuals and electronically mail relevant objects of interest to selected individuals or to add objects to an action list. ## Claims ### Claim 1 A method of providing a user with information that is of interest to a group of individuals associated with the user comprising: storing in a user database profile data for each individual in the group, said profile data including at least one keyphrase associated with at least one of the individuals in the group; searching in at least one external database for objects in which the keyphrase is utilized; retrieving the objects in which the keyphrase is utilized; associating the retrieved objects to at least one individual in the group with whom the keyphrase is associated; and displaying to the user the keyphrase, a list of the objects in which the keyphrase is utilized, and a list of the individuals associated with the keyphrase. ### Claim 2 (depends on 1) The method of claim 1, wherein the profile data for the group of individuals is initially stored in a profile database, and the step of storing the profile data in the user database includes importing the profile data from the profile database into the user database. ### Claim 3 (depends on 1) The method of claim 1, wherein the profile data includes an electronic address for each individual, and the method further comprises electronically communicating the retrieved objects from the user to the individuals associated with the keyphrase. ### Claim 4 (depends on 3) The method of claim 3, wherein the user is a service provider, wherein the individuals are customers of the user, wherein the objects are information content of interest to the user's customers, and wherein the step of electronically communicating the objects includes the steps of: storing the information content in which the keyphrase is utilized in a memory; and interfacing the memory with a communication application that electronically communicates the information content selected by the service provider to customers selected by the service provider. ### Claim 5 (depends on 1) The method of claim 1, wherein searching in at least one external database includes automatically searching in the external database on a schedule defined by the user. ### Claim 6 A system for providing a user with information that is of interest to a group of individuals associated with the user comprising: a user database for storing profile data for each individual in the group, said profile data including, for at least one individual, at least one keyphrase associated with the individual; a search engine that searches in at least one external database and retrieves objects in which the keyphrase is utilized; a component for associating the retrieved objects with at least one individual in the group with whom the keyphrase is associated; and a user display that displays to the user the keyphrase, a list of the objects in which the keyphrase is utilized, and a list of the individuals associated with the keyphrase. ### Claim 7 (depends on 6) The system of claim 6, wherein the profile data for the group of individuals is initially stored in a profile database, and the system further comprises a component for importing the profile data from the profile database into the user database. ### Claim 8 (depends on 6) The system of claim 6, wherein the profile data includes an electronic address for each individual, and the system further comprises a component for electronically communicating the objects in which the keyphrase is utilized from the user to the individuals associated with the keyphrase. ### Claim 9 (depends on 8) The system of claim 8, wherein the user is a relationship manager, wherein the individuals are clients of the user, wherein the objects are information content of interest to the user's clients, and wherein the component for electronically communicating the objects includes: a memory for storing the information content in which the keyphrase is utilized; and a communication application interfaced with the memory that electronically communicates the information content selected by the relationship manager to clients selected by the relationship manager. ### Claim 10 (depends on 6) The system of claim 6 wherein the search engine includes a scheduler that causes the search engine to automatically search in the external database on a schedule defined by the user. ### Claim 11 A system for providing a user with information that is of interest to a group of individuals associated with the user comprising: means for storing in a user database profile data for each individual in the group, said profile data including at least one keyphrase associated with at least one of the individuals in the group; means for means for searching in at least one external database for objects in which the keyphrase is utilized; means for retrieving the objects in which the keyphrase is utilized; means for associating the retrieved objects to at least one individual in the group with whom the keyphrase is associated; and means for displaying to the user, the keyphrase, a list of the objects in which the keyphrase is utilized, and a list of the individuals associated with the keyphrase. ### Claim 12 (depends on 11) The system of claim 11 wherein the profile data for the group of individuals is initially stored in a profile database, and wherein the means for storing the profile data in the user database include means for importing the profile data from the profile database into the user database. ### Claim 13 (depends on 11) The system of claim 11 wherein the profile data includes an electronic address for each individual, and wherein the system further comprises means for electronically communicating the retrieved objects from the user to the individuals associated with the keyphrase. ### Claim 14 (depends on 13) The system of claim 13 wherein the user is a service provider, wherein the individuals are customers of the user, wherein the objects are information content of interest to the user's customers, and wherein the means for electronically communicating the objects comprises: means for storing the information content in which the keyphrase is utilized in a memory; and means for interfacing the memory with a communication application that electronically communicates the information content selected by the service provider to customers selected by the service provider. ### Claim 15 (depends on 11) The system of claim 11 wherein the means for searching in at least one external database include means for automatically searching in the external database on a schedule defined by the user. ### Claim 16 A machine-readable medium having machine program logic recorded thereon for: storing in a user database profile data for each individual in the group, said profile data including at least one keyphrase associated with at least one of the individuals in the group; searching in at least one external database for objects in which the keyphrase is utilized; retrieving the objects in which the keyphrase is utilized; associating the retrieved objects to at least one individual in the group with whom the keyphrase is associated; and displaying to the user the keyphrase, a list of the objects in which the keyphrase is utilized, and a list of the individuals associated with the keyphrase. ### Claim 17 (depends on 16) The machine-readable medium of claim 16 wherein the profile data for the group of individuals is initially stored in a profile database, and wherein the machine program logic for storing the profile data in the user database includes machine program logic for importing the profile data from the profile database into the user database. ### Claim 18 (depends on 16) The machine-readable medium of claim 16 wherein the profile data includes an electronic address for each individual, and wherein the machine-readable medium includes machine program logic recorded thereon for electronically communicating the retrieved objects from the user to the individuals associated with the keyphrase. ### Claim 19 (depends on 18) The machine-readable medium of claim 18 wherein the user is a service provider, wherein the individuals are customers of the user, wherein the objects are information content of interest to the user's customers, and wherein the machine-readable medium includes machine program logic for: storing the information content in which the keyphrase is utilized in a memory; and interfacing the memory with a communication application that electronically communicates the information content selected by the service provider to customers selected by the service provider. ### Claim 20 (depends on 16) The machine-readable medium of claim 16 wherein the searching in at least one external database includes automatically searching in the external database on a schedule defined by the user.