# US 8,543,590 B2 · Investor relations systems and methods

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- Number: US 8,543,590 B2
- Document ID: US8543590B2
- Status: Granted
- Kind: B2
- Application number: 12/793,631
- Filed: 2010-06-03
- Published: 2010-12-09
- Granted: 2013-09-24
- Earliest claimed: 2009-06-05
- Assignees: Tsx Inc.
- Applicants: Mark C McLoughlin; Kenneth R Watson; Agnieszka B Watson
- Inventors: Mark C McLoughlin; Kenneth R Watson; Agnieszka B Watson
- Web page: https://patentgrep.com/patent/US8543590B2

## CPC

- G06Q 40/06: Asset management; Financial planning or analysis
- G06F 16/243: {Natural language query formulation}
- G06F 16/24522: {Translation of natural language queries to structured queries}
- G06F 16/248: Presentation of query results
- G06Q 30/0205: {based on location or geographical consideration}
- 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)

## Abstract

Techniques to automate the management of investor relations are disclosed herein. A vertical domain query language is introduced, specifically for investor relations. Graphical query builder tools to create queries in the vertical domain query language are described. Reports specific to investor relations, in particular reports to assess the efficacy of investor relations activities, are also described. Investor relations client applications that make use of user state, such as identity, date time stamp and geolocation are described.

## Claims

### Claim 1

A method of retrieving data from a data store according to a user intent, the method comprising:
receiving, at an investor relations system, a query in an intermediate language, the intermediate language specific to a plurality of vertical domains, the intermediate language query comprising multiple query terms from a user expressing the user's intent, the multiple query terms associated with a vertical domain of the plurality of vertical domains;
selecting, using the investor relations system, a parser from a plurality of parsers maintained within the investor relations system, each parser respective to each vertical domain, the parser configured to support the multiple query terms associated with the vertical domain;
parsing the intermediate language query into the multiple query terms using the parser; and
converting the multiple query terms to a data retrieval language query using a processor of the investor relations system, the data retrieval language query having data retrieval terms specific to retrieving data from the data store, the data retrieval terms configured to operate directly against the data store.

### Claim 2 (depends on 1)

The method of claim 1, wherein the vertical domain of the intermediate language is that of investor relations.

### Claim 3 (depends on 1)

The method of claim 1 wherein, the query terms of the intermediate language query include one or more of: fund data definition, stock data definition, and holding data definition.

### Claim 4 (depends on 3)

The method of claim 3, wherein the query terms of the intermediate language query include weighting directives.

### Claim 5 (depends on 1)

The method of claim 1, the further comprising:
executing the data retrieval language query to retrieve query results from the data store, the retrieved query results having been pre-processed by: data compression, indexing, or hashing.

### Claim 6 (depends on 1)

The method of claim 1, wherein the receiving the intermediate language query comprises:
displaying a graphical user interface comprising one or more input options for expressing the user's intent;
receiving user input via the graphical user interface, the user input expressing the user's intent; and
generating the intermediate language query.

### Claim 7 (depends on 6)

The method of claim 6, wherein one of the editable options is an option associated with an institution; and
wherein generating the intermediate language query comprises:
retrieving attributes and attribute values of the institution whose associated option has been selected as part of the received user input, and
generating intermediate language clauses to retrieve institutions with substantially the same attribute values retrieved for the institution.