Palantir Technologies Inc.

Kevin Simler

Brandon Lawrence Burr

Andrew Aymeloglu

Garry Tan

Derek Cicerone

Nicholas Miyake

Nick Miyake

Akshay Pundle

Lindsay Canfield

Adit Kumar

Beyang Liu

Karl Hanson

Eric Poirier

Nicholas Niki Frank Miyake

A multipath explorer may allow a user to quickly visualize an entire population of data hierarchically in a tree-like structure. For example, a user can select a first filter to be applied to a data set, and the multipath explorer can display data in the data set that satisfies the first filter requirements and data in the data set that does not satisfy the first filter requirements. A second filter can be applied to the data in the data set, and the multipath explorer can display data in the data set that satisfies the first and second filter requirements, data in the data set that satisfies the first filter requirements and not the second filter requirements, data in the data set that satisfies the second filter requirements and not the first filter requirements, and data in the data set that does not satisfy the first or second filter requirements.

Filter chains for exploring large data sets

An application automatically saves drafts of a document in association with the document. Drafts are saved, for example, whenever the application closes the document. Thus, the application stores a separate draft of the document for each session in which the document was used. The saved drafts are logically associated with each other and their original document. Because of this association, whenever the user accesses the document in the application, the application may present to the user a list of the various drafts of the documents. The user may continue working on the last saved draft, or the user may select another draft from which to continue working. The application further includes a collaborative interface for listing objects at a server. The server pushes new changes or additions to the objects directly to the client, and the client updates the interface accordingly, without user intervention.

Automatic creation and server push of multiple distinct drafts

One embodiment of the present invention sets forth a method for generating a new workflow for an application. The method includes generating a parameter tree corresponding to a current workflow, wherein the current workflow comprises a first document and a second document; modifying a first node of the parameter tree that corresponds to a first parameter of the first document to generate modifications of a first parameter value of the first document; and propagating modifications of the first parameter value to a second parameter of the second document to generate the new workflow; wherein the method is performed using one or more computers.

System and method for parameterizing documents for automatic workflow generation

A modal-less save interface enables a user to provide a filename under which to save a document at any time during operation of the application, without interrupting other user tasks of the application. The user inputs a filename and performs a save operation on a document without navigating menu items or launching a modal window. The modal-less save interface may be provided in a portion of the main application window. For example, the modal-less save interface may be presented in a toolbar, taskbar, status bar, window pane, or sidebar. An application may feature a modal-less access control interface. The modal-less access control interface may be provided in a portion of the main application window. The access control interface may comprise a control, such as link, button, checkbox, text box, or pull-down menu. Upon selection of the control, the application sets one or more access control levels for the current document.

Modal-less interface enhancements

One embodiment of the present invention sets forth a method for generating a new workflow for an application. The method includes generating a parameter tree related to a current workflow, wherein the parameter tree includes a different node corresponding to each parameter included in one or more documents associated with the current workflow, modifying a value associated with a first node included in the parameter tree based on an input, wherein the first node corresponds to a first parameter included in a first document associated with the current workflow, evaluating a second document associated with the current workflow based on the modified value associated with the first node, and generating the new workflow based on the evaluated second document.

A method that facilitates optimization analysis and sensitivity analysis of a data model comprises: receiving first data identifying a value function, parameters for the value function, and one or more specific parameter values for one or more of the parameters; storing a data model based on the value function and the specific parameter values; determining which parameters of the data model are capable of taking variable values; receiving second data identifying one or more selected parameters; receiving third data specifying a value selection approach for each of the selected parameters; determining a plurality of result values by substituting, based on the value selection approach, a plurality of input values for each of the selected parameters and evaluating the value function using the selected parameters and the substituted values; and generating and causing displaying a table of the result values.

Visualizing data model sensitivity to variations in parameter values

In one embodiment, an expression comprising a left-hand side and a right-hand side is received. The left-hand side specifies one or more market instruments, and the right-hand side specifies a method that is to be applied based on the left-hand side of the expression. The expression is parsed. A time series is generated by applying the method based on one or more sets of data values associated with the one or more market instruments. The generated time series is stored in computer data storage.

Object-oriented time series generator

To prevent potential confusion when referencing an object by name, a party may supplementary or alternatively include referential metadata, other than the name by which the object is known to the party, that describes the referenced object. A party receiving information that includes such referential metadata for an object may utilize the referential metadata to identify a local object that matches or may substitute for the object referenced by the sending party. For example, a broker operating a financial system may generate a chart based on a first named object. The broker may wish to send the chart to another broker operating a different financial system. Since the first name object may be known by a different name in the different financial system, the financial system may replace the name of the object with referential metadata prior to sending the chart.

Sharing objects that rely on local resources with outside servers

Techniques are described for facilitating performing computer-implemented financial analysis. A metric that transforms one or more time series into an output object is identified. The one or more time series are determined based on one or more input objects. The metric is applied using the one or more time series, thereby generating a particular value for the output object. One of the metric and the particular value for the output object is stored in a physical storage device.

Object modeling for exploring large data sets

According to an embodiment, an application comprises a sharing mechanism that allows a user to 1) quickly generate an image of information from a document, such as a screenshot of information displayed in a graphical user interface; 2) concurrently generate a link to the document, and 3) simultaneously paste the image with the associated link in another application. The image and link are generated in response to a single user input, such as a click on a 'one-click sharing button.' The image and link are placed in a buffer, such as a clipboard, in such a manner that both may be retrieved via a single paste operation. Once pasted in another document, the image with the associated link may be shared with other users via email or any other suitable means. Techniques for pre-cropping and pre-annotating generated screenshots are also described.

One-click sharing for screenshots and related documents

A workflow application allows users to store, manage, and perform tasks related to workflows comprised of ordered sets of documents. The application provides an interface for creating and managing a workflow. Each document added to the workflow is assigned to a particular position in the workflow. Via the interface, the user saves data defining the workflow. In this manner, the workflow may be shared or preserved for subsequent re-use. The application allows a user to perform various tasks with respect to the workflow. Via an interface control presented by the application, the user instigates such tasks. In response, the application causes the task to be performed for each document in the workflow in an order corresponding to the arrangement of the documents within the workflow. For example, the application may render and print each document in the workflow. Or, the application may generate a combined workflow report.

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Palo Alto, CA, United States of America

Kevin Simler