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US-12626062-B1 - User interface for use with a search engine for searching financial related documents

US12626062B1US 12626062 B1US12626062 B1US 12626062B1US-12626062-B1

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.

Inventors

  • Rajmohan Neervannan
  • Jaakko Kokko
  • Mathias Creutz

Assignees

  • Alphasense OY

Dates

Publication Date
20260512
Application Date
20250707

Claims (20)

  1. 1 . A system for rendering information from a database onto a user interface of 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 documents and process said documents for storage in the database, wherein the database comprises a plurality of documents; receive a query from the remote computer to search within the database, wherein the query is based on input from a user at the remote computer, and wherein the query includes at least one search criteria required to determine the information from the database to summarize; execute a search based on the query; generate search results in response to executing the search, wherein the search results include an identified document from the database, and wherein the document from the database is identified based on the query; generate a summary of information from the identified document, wherein the summary includes content based on one or more identified snippets of text from the identified document, and wherein the summary is generated using a neural network model applied to the identified document; cause the summary to be displayed on the user interface of the remote computer; and cause a portion of the identified document to be displayed on the user interface in response to a user selection identifying a selected portion of the summary, wherein the displayed portion of the identified document includes a first identified snippet of text from within the identified document, and wherein the first identified snippet of text is associated with the selected portion of the summary.
  2. 2 . The system of claim 1 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to cause a second identified snippet of text to be displayed on the user interface, wherein the second identified snippet of text comprises a complete sentence from within the identified document, and wherein the second identified snippet of text is displayed at the same time as the summary.
  3. 3 . The system of claim 2 , wherein the second identified snippet of text is identified when said snippet of text includes content associated with an identified topic.
  4. 4 . The system of claim 1 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to parse portions of text of at least one or more sentences from the identified document into one or more tokens.
  5. 5 . The system of claim 4 , wherein parsing includes identifying relationships between parts of the parsed text.
  6. 6 . The system of claim 1 , wherein generating the summary includes identifying one or more topics associated with the identified document based on the one or more identified snippets of text.
  7. 7 . The system of claim 6 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to tag one or more of the sentences from the identified document with at least one of the one or more identified topics.
  8. 8 . The system of claim 1 , wherein the query is in a form of a natural-language prompt.
  9. 9 . The system of claim 1 , wherein the instructions, when executed by the one or more hardware processors, further cause the system to generate a report based on the search in response to one or more new documents in the database of the plurality of documents, wherein the report includes a new summary based on one or more identified snippets of text from the one or more new documents.
  10. 10 . The system of claim 9 , wherein the report includes at least one of the one or more identified snippets of text from the one or more new documents.
  11. 11 . A computer-implemented method for rendering information from a database onto a user interface of a remote computer, the computer-implemented method comprising: receiving documents and processing said documents for storage in the database, wherein the database comprises a plurality of documents; receiving a query from the remote computer to search within the database, wherein the query is based on input from a user at the remote computer, and wherein the query includes at least one search criteria required to determine the information from the database to summarize; executing a search based on the query; generating search results in response to executing the search, wherein the search results include an identified document from the database, and wherein the document from the database is identified based on the query; generating a summary of information from the identified document, wherein the summary includes content based on one or more identified snippets of text from the identified document, and wherein the summary is generated using a neural network model applied to the identified document; causing the summary to be displayed on the user interface of the remote computer; and causing a portion of the identified document to be displayed on the user interface in response to a user selection identifying a selected portion of the summary, wherein the displayed portion of the identified document includes a first identified snippet of text from within the identified document, and wherein the first identified snippet of text is associated with the selected portion of the summary.
  12. 12 . The computer-implemented method of claim 11 , further comprising causing a second identified snippet of text to be displayed on the user interface, wherein the second identified snippet of text comprises a complete sentence from within the identified document, and wherein the second identified snippet of text is displayed at the same time as the summary.
  13. 13 . The computer-implemented method of claim 12 , wherein the second identified snippet of text is identified when said snippet of text includes content associated with an identified topic.
  14. 14 . The computer-implemented method of claim 11 , further comprising parsing portions of text of at least one or more sentences from the identified document into one or more tokens.
  15. 15 . The computer-implemented method of claim 14 , wherein parsing includes identifying relationships between parts of the parsed text.
  16. 16 . The computer-implemented method of claim 11 , wherein generating the summary includes identifying one or more topics associated with the identified document based on the one or more identified snippets of text.
  17. 17 . The computer-implemented method of claim 16 , further comprising tagging one or more of the sentences from the identified document with at least one of the one or more identified topics.
  18. 18 . The computer-implemented method of claim 11 , wherein the query is in a form of a natural-language prompt.
  19. 19 . The computer-implemented method of claim 11 , further comprising generating a report based on the search in response to one or more new documents in the database of the plurality of documents, wherein the report includes a new summary based on one or more identified snippets of text from the one or more new documents.
  20. 20 . The computer-implemented method of claim 19 , wherein the report includes at least one of the one or more identified snippets of text from the one or more new documents.

Description

CROSS-REFERENCE TO RELATED APPLICATIONS This application is a continuation of U.S. patent application Ser. No. 19/073,646, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Mar. 7, 2025, which is a continuation of U.S. patent application Ser. No. 19/028,728, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Jan. 17, 2025, which is a continuation of U.S. patent application Ser. No. 18/891,751, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Sep. 20, 2024, now U.S. Pat. No. 12,248,751 issued on Mar. 11, 2025, which is a continuation of U.S. patent application Ser. No. 18/653,457, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on May 2, 2024, now U.S. Pat. No. 12,099,562 issued on Sep. 24, 2024, which is a continuation of U.S. patent application Ser. No. 18/635,640, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Apr. 15, 2024, which is a continuation of U.S. patent application Ser. No. 18/599,723, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Mar. 8, 2024, now U.S. Pat. No. 12,106,047 issued on Oct. 1, 2024, which is a continuation of U.S. patent application Ser. No. 18/444,828, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Feb. 19, 2024, now U.S. Pat. No. 11,989,510, issued on May 21, 2024, which is a continuation of U.S. patent application Ser. No. 18/384,534, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Oct. 27, 2023, now U.S. Pat. No. 11,907,511 issued on Feb. 20, 2024, which is a continuation of U.S. patent application Ser. No. 18/370,614, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Sep. 20, 2023, now U.S. Pat. No. 12,026,360, issued on Jul. 2, 2024, which is a continuation of U.S. patent application Ser. No. 18/134,354, entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Apr. 13, 2023, now U.S. Pat. No. 11,861,148 issued on Jan. 2, 2024, which is a continuation of U.S. patent application Ser. No. 18/134,302 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Apr. 13, 2023, now U.S. Pat. No. 11,809,691 issued on Nov. 7, 2023, which is a continuation of U.S. patent application Ser. No. 18/099,763 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Jan. 20, 2023, now U.S. Pat. No. 11,687,218 issued on Jun. 27, 2023, which is a continuation of U.S. patent application Ser. No. 18/082,765 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Dec. 16, 2022, now U.S. Pat. No. 11,704,006 issued on Jul. 18, 2023, which is a continuation of U.S. patent application Ser. No. 17/945,436 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Sep. 15, 2022, now U.S. Pat. No. 11,561,682 issued on Jan. 24, 2023, which is a continuation of U.S. patent application Ser. No. 17/532,120 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Nov. 22, 2021, now U.S. Pat. No. 11,740,770 issued on Aug. 29, 2023, which is a continuation of U.S. patent application Ser. No. 17/384,075 entitled “SERVER WITH ASSOCIATED REMOTE DISPLAY HAVING IMPROVED ORNAMENTALITY AND USER FRIENDLINESS FOR SEARCHING DOCUMENTS ASSOCIATED WITH PUBLICLY TRADED COMPANIES”, filed on Jul. 23, 2021, now U.S. Pat. No. 11,216,164 issued on Jan. 4, 2022, which is a continuation of U.S. patent application Ser. No. 17/244,994 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Apr. 30, 2021, now U.S. Pat. No. 11,227,109 issued on Jan. 18, 2022, which is a continuation of U.S. patent application Ser. No. 17/107,148 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Nov. 30, 2020, now U.S. Pat. No. 11,205,043 issued on Dec. 21, 2021, which is a continuation of U.S. patent application Ser. No. 15/891,254 entitled “USER INTERFACE FOR USE WITH A SEARCH ENGINE FOR SEARCHING FINANCIAL RELATED DOCUMENTS”, filed on Feb. 7, 2018, now U.S. Pat. No. 11,023,675 issued on Jun. 1, 2021, which is a continuation of U.S. patent application Ser. No. 15/820,507 entitled “USER INTERFACE FOR USE WITH SENTENCE LEVEL ANALYSIS AND SEARCHING OF FINANCIAL RELATED DOCUMENTS FOR PUBLICLY TRADED COMPANIES”, filed on Nov. 22, 2017, which is a continuation of U.S. patent application Ser. No. 12/939,165 entitled “METHOD AND SYSTEM FOR CONDUCTING