Systems and methods to facilitate analytics with a tagged corpus

• US 10,489,392 B2
• Filed: 08/29/2017
• Issued: 11/26/2019
• Est. Priority Date: 10/19/2012
• Status: Active Grant

• Current Assignee: LexisNexis Group Inc. (RELX PLC)
• Original Assignee: RELX Inc. (RELX PLC)
• Inventors: Rosenburg, Dihan Marie, Meiser, Scott Edward, Slisz, Susan Marie, Keenan, Daren William, Daley, Raymond A., Sluterbeck, Michael Ronald, Chidambaram, Saravanan, Tonsaly, Mina, Schmeer, David L., Attenborough, John Scott, Sharma, Sanjay, Ritchie, James Antony
• Primary Examiner(s): Torgrimson, Tyler J
• Application Number:
  US15/689,741
• Publication Number:
  US 20170371921A1
• Time in Patent Office: 819 Days
• CPC Class Codes: G06F 16/2423 Interactive query statement specification based on a database schema
• CPC Class Codes: G06F 16/2425 Iterative querying; Query formulation based on the results of a preceding query
• CPC Class Codes: G06F 16/24578 using ranking
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals

Abstract

The disclosed embodiments provide a set of methods, systems, data structures, and computer-executable instructions for executing on a compute machine to automatically analyze data associated with an indexed corpora and to generate for graphical display a set of results associated with those analytic operations.

Claims

1. A method for performing analytics to facilitate issue awareness, the method comprising:

receiving, by a processing device, a query request comprising at east one entity, the query request configured by a user, wherein;

the query request includes a user-defined threshold,

the at least one entity is associated with an entity profile comprising a set of tags, a supplier tier, a supplier tier weight, a supplier category, and a supplier category weight, and

the set of tags in the entity profile are included in the query request;

searching, by the processing device;

a set of metadata tags stored in an index of metadata corresponding to a set of content items related to at least one particular issue in a corpora of electronically stored content for at least one term contained in the query request;

identifying, by the processing device, a set of metadata tags that match the query request;

identifying, by the processing device, at least one document in the corpora that is associated with the set of metadata tags;

calculating, by the processing device, a content score for each identified document;

when the content score exceeds the user-defined threshold;

surfacing the document;

calculating, by the processing device, a summary score for a set of documents surfaced in the previous step based on the content scores associated with the documents, wherein the summary score averages the content scores for the set of surfaced documents for each of the at least one entity;

providing, by the processing device, a user interface wherein the summary score is displayed in a grid and a user is permitted to click through the summary score to reveal the set of documents from which the summary score was derived;

calculating, by the processing device, a tier score by averaging the summary scores for all entities assigned to a given tier;

calculating, by the processing device, a weighted tier score for the given tier by, applying the supplier tier weight; and

calculating, by the processing device a supplier category score by selecting a maximum score associated with a supplier within a given supplier category and applying a supplier category weight.

2. The method of claim 1, wherein:

the query request comprises at least one entity profile and at least one risk category and risk category weight;

the summary score averages the content scores for the set of surfaced documents for each of the at least one entity profile in each of the at least one risk category; and

providing the user interface comprises displaying each summary score in a grid juxtaposing a set of suppliers against a set of risk categories.

3. The method of claim 2, wherein the risk categories are chosen from a list consisting of environmental issues, economic issues, societal issues, political issues, technology issues, business-specific issues, and legal issues.

4. The method of claim 3, wherein:

the user interface is configured to expand the set of risk categories into a set of risk dimensions comprising a company perspective, an industry perspective, and a location perspective; and

the summary score for the company perspective is based on a subset of the surfaced documents comprising a match with at least one company name associated with the entity profile;

the summary score for the industry perspective is based on a subset of the surfaced documents comprising a match with at least one industry tag associated with the entity profile; and

the summary score for the location perspective is based on a subset of the surfaced documents comprising a match with at least one location tag associated with the entity profile.

5. The method of claim 4, further comprising:

providing, by the processing device, an interactive administrative GUI to allow a user to configure at least one entity profile further comprising a supplier and a set of tags associated with the supplier, including a supplier tier, a supplier tier weight, a supplier category, and a supplier category weight; and

receiving and storing, by the processing device, the entity profile in a computer-readable storage medium.

6. The method of claim 1, wherein:

the query request further comprises at least two time periods and at least one geographic designation;

the query request further includes a subject chosen from a set of subjects contained in the index of metadata;

the summary score counts the set of surfaced documents for each of the east two ti me periods;

the user interface graphically compares the summary score associated with each of the at least two time periods.

7. The method of claim 6, wherein the at least two time periods comprise a baseline time period and a second time period and the threshold comprises a minimum relevance level.

8. The method of claim 7, wherein the index of metadata comprises a set of geographic tags and wherein each content item in the corpora of electronically stored content is associated with a tag corresponding to the content item'"'"'s region of publication.

9. The method of claim 8, wherein providing the user interface comprises graphically displaying the summary scores for each of the geographic designations.

10. The method of claim 9, wherein the query request provides a set of weights to use as a computer machine input to determine if a document meets or exceeds the minimum relevance level, wherein the set of weights are associated with the subject'"'"'s location and frequency in the document.

11. A method for performing analytics to facilitate issue awareness, the method comprising:

receiving, by a processing device, a query request configured by a user, wherein the query request includes a user-defined threshold, at least one entity profile, and at least one risk category and risk category weight, and wherein the at least one risk category is chosen from the list consisting of environmental issues, economic issues, societal issues, political issues, technology issues, business-specific issues and legal issues,

searching, by the processing device, a set of metadata tags stored in an index of metadata corresponding to a set of content items in a corpora of electronically stored content for at least one term contained in the query request,

identifying, by the processing device, a set of metadata tags that match the query request,

identifying, by the processing device, at least one document in the corpora that is associated with the set of metadata tags,

calculating, by the processing device, a content score for each identified document,

when the content score exceeds the user-defined threshold, surfacing the document,

calculating, by the processing device, a summary score for a set of documents surfaced in the previous step based on the content scores associated with the documents, wherein the summary score averages the content scores for the set of surfaced documents for each of the at least one entity profile in each of the at least one risk category, and

providing, by the processing device, an interactive user interface to communicate the summary score, wherein the interactive user interface is configured to;

displaying, by the processing device, each summary score in a grid juxtaposing a set of suppliers against a set of risk categories,

permitting, by the processing device, a user to click through the summary score to reveal a set of documents from which the summary score was derived, and

expanding, by the processing device, the set of risk categories into a set of risk dimensions comprising a company perspective, an industry perspective, and a location perspective, wherein;

the summary score for the company perspective is based on a subset of the surfaced documents comprising a match with at least one company name associated with the entity profile,

the summary score for the industry perspective is based on a subset of the surfaced documents comprising a match with at least one industry tag associated with the entity profile, and

the summary score for the location perspective is based on a subset of the surfaced documents comprising a match with at least one location tag associated with the entity profile.

12. The method of claim 11, further comprising:

providing, by the processing device, an interactive administrative GUI to allow a user to configure at least one entity profile further comprising a supplier and a set of tags associated with the supplier, including a supplier tier, a supplier tier weight, a supplier category, and a supplier category weight; and

receiving and storing, by the processing device, the entity profile in a computer-readable storage medium.

13. A method for performing analytics to facilitate issue awareness, the method comprising:

receiving, by a processing device, a query request configured by a user, wherein the query request includes;

a user-defined threshold,

at least two time periods and at least one geographic designation, wherein the at least two time periods comprise a baseline time period and a second time period and the threshold comprises a minimum relevance level, and

a subject chosen from a set of subjects contained in an index of metadata corresponding to a set of content items in a corpora of electronically stored content, wherein the index of metadata comprises a set of geographic tags and wherein each content item in the corpora of electronically stored content is associated with a tag corresponding to the content item'"'"'s region of publication,

searching, by the processing device, a set of metadata tags stored in the index for at least one term contained in the query request;

identifying, by the processing device, a set of metadata tags which match the query request;

identifying;

by the processing device, at least one document, in the corpora, which is associated with the set of metadata tags;

calculating, by the processing device;

a content score for each document identified in the previous step;

when the content score exceeds the user-defined threshold, surfacing the document;

calculating, by the processing device, a summary score for a set of documents surfaced in the previous step based on the content scores associated with the documents, wherein the summary score counts the set of surfaced documents for each of the at least two time periods; and

providing, by the processing device, an interactive user interface to communicate the summary score, wherein the interactive user interface is configured to;

graphically compare the summary score associated with each of the at least two time periods,

graphically display the summary scores for each of the geographic designations, and

permit a user to click through the summary score to reveal a set of documents from which the summary score was derived.

14. The method of claim 13;

further comprising;

receiving, by the processing device, a set of weights, wherein the weights determine if a document meets or exceeds the minimum relevance level, wherein the set of weights are associated with the subject'"'"'s location and frequency in the document.