Systems and methods for search template generation
First Claim
Patent Images
1. A computer implemented method, comprising:
- receiving, by one or more processors of a server via a user interface, a selection of a search type;
receiving, by the one or more processors of the server via the user interface, a selection of two or more data sources, the two or more data sources presented in response to receiving the selection of the search type, the two or more data sources comprising at least one synchronous data source and at least one asynchronous data source that provides search results in a delayed time frame;
generating, by the one or more processors of the server, a search template tailored for the two or more data sources based on the search type and the two or more data sources, the search template comprising a set of data entry fields for display within the user interface, the search template generated by selecting a predefined template file that specifies one or more fields for each data source of the two or more data sources;
validating, by the one or more processors of the server, the search template by matching at least a first portion of the set of data entry fields with one or more data entry fields associated with a first data source of the two or more data sources, and matching at least a second portion of the set of data entry fields with one or more data entry fields associated with a second data source of the two or more data sources;
receiving, by one or more processors of the server, a search query comprising a set of query elements populating at least some of the set of data entry fields;
querying, by the one or more processors of the server, the two or more data sources with the search query;
causing, by the one or more processors of the server, presentation of a set of first search results received from the two or more data sources;
receiving, by the one or more processors of the server, a selection of a new record icon; and
in response to the selection of the new record icon;
generating, by the one or more processors of the server, a new record based on the first set of search results, the generating the new record comprising populating the new record with one or more portions of the set of first search results; and
storing, by the one or more processors of the server, the new record in at least one data source of the two or more data sources.
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Abstract
A case management system is configured to generate search templates based on selection of a search type and one or more data sources. As configured, the case management system enables execution of searches using the generated search template on synchronous and asynchronous data sources and provides periodic polling of the asynchronous data sources to generate consolidated search results.
73 Citations
17 Claims
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1. A computer implemented method, comprising:
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receiving, by one or more processors of a server via a user interface, a selection of a search type; receiving, by the one or more processors of the server via the user interface, a selection of two or more data sources, the two or more data sources presented in response to receiving the selection of the search type, the two or more data sources comprising at least one synchronous data source and at least one asynchronous data source that provides search results in a delayed time frame; generating, by the one or more processors of the server, a search template tailored for the two or more data sources based on the search type and the two or more data sources, the search template comprising a set of data entry fields for display within the user interface, the search template generated by selecting a predefined template file that specifies one or more fields for each data source of the two or more data sources; validating, by the one or more processors of the server, the search template by matching at least a first portion of the set of data entry fields with one or more data entry fields associated with a first data source of the two or more data sources, and matching at least a second portion of the set of data entry fields with one or more data entry fields associated with a second data source of the two or more data sources; receiving, by one or more processors of the server, a search query comprising a set of query elements populating at least some of the set of data entry fields; querying, by the one or more processors of the server, the two or more data sources with the search query; causing, by the one or more processors of the server, presentation of a set of first search results received from the two or more data sources; receiving, by the one or more processors of the server, a selection of a new record icon; and in response to the selection of the new record icon; generating, by the one or more processors of the server, a new record based on the first set of search results, the generating the new record comprising populating the new record with one or more portions of the set of first search results; and storing, by the one or more processors of the server, the new record in at least one data source of the two or more data sources. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A computer implemented system, comprising:
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one or more processors; a non-transitory machine-readable storage medium including instructions that, when executed by one or more processors of a machine, cause the machine to perform operations comprising; receiving, via a user interface, a selection of a search type; receiving, via the user interface, a selection of two or more data sources, the two or more data sources presented in response to receiving the selection of the search type, the two or more data sources comprising at least one synchronous data source and at least one asynchronous data source that provides search results in a delayed time frame; generating a search template tailored for the two or more data sources based on the search type and the two or more data sources, the search template comprising a set of data entry fields for display within the user interface, the search template generated by selecting a predefined template file that specifies one or more fields for each data source of the two or more data sources; validating the search template by matching at least a first portion s of the set of data entry fields with one or more data entry fields associated with a first data source of the two or more data sources, and matching at least a second portion of the set of data entry fields with one or more data entry fields associated with a second data source of the two or more data sources; receiving, at a server, a search query comprising a set of query elements populating the set of data entry fields; querying the two or more data sources with the search query; causing presentation of a set of first search results received from the two or more data sources; receiving a selection of a new record icon; and in response to the selection of the new record icon; generating a new record based on the first set of search results, the generating the new record comprising populating the new record with one or more portions of the set of first search results; and storing the new record in at least one data source of the two or more data sources. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A non-transitory machine-readable storage medium including instructions that, when executed by one or more processors of a machine, cause the machine to perform operations comprising:
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receiving, via a user interface, a selection of a search type; receiving, via the user interface, a selection of two or more data sources, the two or more data sources presented in response to receiving the selection of the search type, the two or more data sources comprising at least one synchronous data source and at least one asynchronous data source that provides search results in a delayed time frame; generating a search template tailored for the two or more data sources based on the search type and the two or more data sources, the search template comprising a set of data entry fields for display within the user interface, the search template generated by selecting a predefined template file that specifies one or more fields for each data source of the two or more data sources; receiving, by the one or more processors of the machine, a search query comprising a set of query elements populating the set of data entry fields; validating the search template by matching at least a first portion of the set of data entry fields with one or more data entry fields associated with a first data source of the two or more data sources, and matching at least a second portion of the set of data entry fields with one or more data entry fields associated with a second data source of the two or more data sources; querying the two or more data sources with the search query; causing presentation of a set of first search results received from the two or more data sources; receiving a selection of a new record icon; and in response to the selection of the new record icon; generating a new record based on the first set of search results, the generating the new record comprising populating the new record with one or more portions of the set of first search results; and storing the new record in at least one data source of the two or more data sources. - View Dependent Claims (14, 15, 16, 17)
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Specification