Generation of recurring searches

• US 8,977,613 B1
• Filed: 06/28/2012
• Issued: 03/10/2015
• Est. Priority Date: 06/12/2012
• Status: Active Grant

• Current Assignee: Aurea Software Incorporated (ESW Capital, LLC)
• Original Assignee: FirstRain, Inc. (Ignite Technologies Incorporated)
• Inventors: Cooke, David, Mohanty, Binay, Lee, Vivie, Niakan, Nima
• Primary Examiner(s): Beausoliel, Jr., Robert
• Assistant Examiner(s): BOWEN, RICHARD L
• Application Number:
  US13/536,994
• Time in Patent Office: 985 Days
• Field of Search: None
• US Class Current: 707/732
• CPC Class Codes: G06F 16/00 Information retrieval; Database structures therefor; File system structures therefor
• CPC Class Codes: G06F 16/2428 Query predicate definition using graphical user interfaces, including menus and forms G06F16/2423 takes precedence
• CPC Class Codes: G06F 16/33 Querying
• CPC Class Codes: G06F 16/3338 Query expansion
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence

Abstract

Some embodiments provide a method for generating a recurring search for a research system that identifies documents as relevant to particular categories. The method generates a set of categories to include in the recurring search based on an identified user objective and an initial category by using relationship data that defines several different types of relationships between several different categories. The recurring search identifies documents from a particular period of time identified as relevant to the set of categories. The method identifies an optimal set of filters for removing specific types of documents that are relevant to the set of categories from the recurring search.

Claims

1. A method for generating a recurring search for a research system that identifies documents as relevant to particular categories, the method comprising:

generating a set of categories to include in the recurring search based on (i) a user objective selected by a user from a list comprising at least one of a portfolio analysis objective, a competitor analysis objective, and a customer analysis objective and (ii) an initial category by using relationship data that defines a plurality of different types of relationships between a plurality of different categories, the recurring search for identifying documents from a particular period of time identified as relevant to the set of categories; and

identifying an optimal set of filters for removing specific types of documents that are relevant to the set of categories from the recurring search, wherein for each of said objectives, the method identifies a different optimal set of filters for the recurring search.

2. The method of claim 1, wherein the generated set of categories are automatically included in the recurring search.

3. The method of claim 1, wherein the filters determine whether to exclude a document based on one of a content type, a source type, and a geographic restriction.

4. The method of claim 1, wherein the filters define the specific types of documents that are relevant to the selected user objective.

5. The method of claim 1, wherein the recurring search searches for documents available on an Internet or an external database.

6. The method of claim 1, wherein the optimal set of filters is only applied to a subset of the set of categories included in the recurring search.

7. The method of claim 1, further comprising defining a set of delivery parameters for sending reports of the documents detected by the recurring search, the delivery parameters specified according to the selected user objective and a plurality of profile information for a user, wherein the delivery parameters define a frequency of reports to send the user, a medium through which the reports are delivered, and a format of the reports.

8. The method of claim 1, wherein the initial category to include in the recurring search is received from a user through a user interface.

9. The method of claim 1, further comprising defining a plurality of Boolean relationships between at least two categories in the set of categories for the recurring search.

10. The method of claim 1, wherein identifying the optimal set of filters comprises performing a plurality of simulations of searches using a plurality of candidate sets of filters to determine a quality and a quantity of information retrieved in searches using each candidate set of filters and determining whether to expand or restrict the set of filters in later simulations until the optimal set of filters is identified.

11. A non-transitory machine readable medium storing a program which when executed by at least one processing unit generates a recurring search for a research system that identifies documents that are relevant to a plurality of categories, the program comprising sets of instructions for:

generating a set of categories to include in the recurring search based on (i) a user objective selected by a user from a list comprising at least one of a portfolio analysis objective, a competitor analysis objective, and a customer analysis objective and (ii) an initial category, by using relationship data stored in the research system that defines a plurality of different types of relationships between the initial category and a plurality of different categories, wherein the recurring search identifies documents classified by the research system as relevant to the generated set of categories over a period of time; and

identifying an optimal set of filters to apply to the recurring search for removing specific types of documents from the recurring search that are otherwise classified as relevant to the generated set of categories, wherein for each of said objectives, the program identifies a different optimal set of filters for the recurring search.

12. The non-transitory machine readable medium of claim 11, wherein the program further comprisese a set of instructions for identifying a set of delivery parameters for delivering the relevant documents to a user, wherein the delivery parameters are initialized according to an analysis of the user'"'"'s profile information and the user'"'"'s behavioral information, wherein the profile information comprises a job title, a company name, or an e-mail address domain name.

13. The non-transitory machine readable medium of claim 11, wherein the initial category to include in the recurring search is received from a user through a user interface.

14. The non-transitory machine readable medium of claim 11, wherein the particular category comprises one of a company, business line, person, industry, and topic.

15. The non-transitory machine readable medium of claim 11, wherein the relationship type between two categories comprises one of a competitor, subsidiary, parent, partner, customer, employee, director, manager, and key figure.

16. The non-transitory machine readable medium of claim 11 further comprising defining a plurality of Boolean relationships between at least two categories in the set of categories for the recurring search.

17. The non-transitory machine readable medium of claim 11, wherein the recurring search is stored in a data structure comprising the set of categories, the optimal set of filters, and a plurality of delivery parameters regarding the delivery of the documents retrieved by the recurring search.

18. The non-transitory machine readable medium of claim 11, wherein relationship data is stored in the research system and is determined based on an analysis of the documents that are relevant to a particular set of categories, wherein a relationship is defined between a particular set of categories based on the number of documents that are relevant to all categories in the set of categories.

19. A non-transitory machine readable medium storing a program which when executed by at least one processing unit generates a recurring search for a research system that identifies documents that are relevant to a plurality of categories, the program comprising sets of instructions for:

generating a set of categories to include in the recurring search based on an identified user objective and an initial category using relationship data stored in the research system that defines a plurality of different types of relationships between the initial category and a plurality of different categories, the different types of relationships comprising relationships between companies and other companies, companies and business lines, companies and people, companies and industries, companies and topics, people and industries, and topics and industries, wherein the recurring search identifies documents classified by the research system as relevant to the generated set of categories over a period of time; and

identifying an optimal set of filters to apply to the recurring search for removing specific types of documents from the recurring search that are otherwise classified as relevant to the generated set of categories.

20. The non-transitory machine readable medium of claim 19, wherein relationship data is stored in the research system and is determined based on an analysis of the documents that are relevant to a particular set of categories, wherein a relationship is defined between a particular set of categories based on the number of documents that are relevant to all categories in the set of categories.

21. The non-transitory machine readable medium of claim 19, wherein the generated set of categories are automatically included in the recurring search.