System and user interfaces for searching resources and related documents using data structures

Patent metadata

Field	Value
Publication number	US-11663229-B2
Application number	US-202017004493-A
Country	US
Kind code	B2
Filing date	Aug 27, 2020
Priority date	Dec 10, 2015
Publication date	May 30, 2023
Grant date	May 30, 2023

Abstract

Various systems and methods are provided for accessing and traversing one or more data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically search for resources of an organization and/or associated documents, events, entities, and/or other data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses data structures relating to resources, documents, events, entities, and other data, identifies resources, documents, events, entities, and/or other data that meet search criteria, and returns search results including resources that meet the search criteria and/or resources that are associated with documents, events, entities, and/or other data that meet the search criteria. Resources, documents, events, entities, and other data can be represented by respective types of data structures, which may be associated with other types of data structures. Properties or fields of data structures can have security settings and permissions associated with them.

First claim

What is claimed is:

1. A computer system comprising:
one or more computer processors configured to execute software code stored in a tangible storage device to cause the computer system to:
identify a set of resources based on one or more search criteria;
generate a user interface configured to display:
in a first portion of the user interface, indications of resources of the set of resources;
in a second portion of the user interface, individually selectable attributes associated with the resources; and
in a third portion of the user interface, a history of events which are associated with one or more resources of the set of resources;

in response to a first user input, received via the second portion of the user interface, indicating a selection of a first attribute of the attributes for inclusion or exclusion:
filter the resources of the set of resources to a first subset that does or does not include the first attribute; and
update the user interface to display, in the first portion of the user interface, the first subset, and to visually indicate, in the second portion of the user interface, inclusion or exclusion of the first attribute;

in response to a second user input selecting, via the first portion of the user interface, a first resource of the first subset, update the user interface to display, in the third portion of the user interface, a history of events which are associated with the selected first resource of the first subset, wherein the events are displayed in chronological order; and
in response to a third user input, received via the user interface, indicating a selection of a first event of the events associated with the selected first resource, update the user interface to display:
a popup or window including properties associated with the selected first event; and
user interface elements configured to enable navigation in the popup or window to previous or subsequent events associated with the first resource, wherein:
the navigation comprises updating the popup or window, in response to user inputs to the user interface elements, to display properties associated with the previous or subsequent events, and
the previous or subsequent events are ordered in the navigation according to the chronological order of the history of events.

2. The computer system of claim 1 , wherein the events are displayed in relationship to a timeline.

3. The computer system of claim 1 , wherein the history of events includes indications of types of each of the events.

4. The computer system of claim 3 , wherein the types of events include at least one of: activities, reports, requests, documents, or accomplishments.

5. The computer system of claim 1 , wherein the one or more computer processors are further configured to execute software code to cause the computer system to:
in response to a fourth user input, received via the user interface to one of the user interface elements:
navigate to a previous or subsequent event of the selected first event, in the chronological order of the history of events, associated with the first resource,
wherein the navigation to the previous or subsequent event comprises causing display, in the popup or window, of properties associated with the previous or subsequent events.

6. The computer system of claim 5 , wherein the fourth user input includes at least one of: page up, page down, page left, page right, or a mouse click.

7. The computer system of claim 5 , wherein the popup or window and the user interface elements together comprise an overlay on the user interface.

8. A computer-implemented method comprising:
by one or more computer processors configured to execute software code stored in a tangible storage device:
identifying a set of resources based on one or more search criteria;
generating a user interface configured to display:
in a first portion of the user interface, indications of resources of the set of resources;
in a second portion of the user interface, individually selectable attributes associated with the resources; and
in a third portion of the user interface, a history of events which are associated with one or more resources of the set of resources;

in response to a first user input, received via the second portion of the user interface, indicating a selection of a first attribute of the attributes for inclusion or exclusion:
filtering the resources of the set of resources to a first subset that does or does not include the first attribute; and
updating the user interface to display, in the first portion of the user interface, the first subset, and to visually indicate, in the second portion of the user interface, inclusion or exclusion of the first attribute;

in response to a second user input selecting, via the first portion of the user interface, a first resource of the first subset, updating the user interface to display, in the third portion of the user interface, a history of events which are associated with the selected first resource of the first subset, wherein the events are displayed in chronological order; and
in response to a third user input, received via the user interface, indicating a selection of a first event of the events associated with the selected first resource, updating the user interface to display:
a popup or window including properties associated with the selected first event; and
user interface elements configured to enable navigation in the pop-up or window to previous or subsequent events associated with the first resource, wherein:
the navigation comprises updating the popup or window, in response to user inputs to the user interface elements, to display properties associated with the previous or subsequent events, and
the previous or subsequent events are ordered in the navigation according to the chronological order of the history of events.

9. The computer-implemented method of claim 8 , wherein the events are displayed in relationship to a timeline.

10. The computer-implemented method of claim 8 , wherein the history of events includes indications of types of each of the events.

11. The computer-implemented method of claim 10 , wherein the types of events include at least one of: activities, reports, requests, documents, or accomplishments.

12. The computer-implemented method of claim 8 further comprising:
by the one or more computer processors configured to execute software code stored in the tangible storage device:
in response to a fourth user input, received via the user interface to one of the user interface elements:
navigating to a previous or subsequent event of the selected first event, in the chronological order of the history of events, associated with the first resource,
wherein the navigation to the previous or subsequent event comprises causing display, in the pop-up or window, of properties associated with the previous or subsequent events.

13. The computer-implemented method of claim 12 , wherein the fourth user input includes at least one of: page up, page down, page left, page right, or a mouse click.

14. The computer-implemented method of claim 12 , wherein the popup or window and the user interface elements together comprise an overlay on the user interface.

Assignees

• Palantir Technologies Inc
• Palanti Tech Inc

Inventors

• Beard Mitchell
• Ricafort Juan
• Verdieck Kevin
• Mahalingam Divya
• Grossman Jack

Classifications

• G06F16/25

  Integrating or interfacing systems involving database management systems · CPC title

• G06F16/248 Primary

  Presentation of query results · CPC title

• G06F16/2455

  Query execution · CPC title

• G06F16/93

  Document management systems · CPC title

• G06F16/9535

  Search customisation based on user profiles and personalisation · CPC title