Aurea Software, Inc.

Firstrain, Inc.

Vivie Lee

David Cooke

Binay Mohanty

Nima Niakan

Some embodiments provide a method for generating a graphical user interface (GUI) for a research system that identifies documents relevant to several categories. The method receives a user objective and at least one initial category for a recurring search that identifies documents relevant to several categories for presentation to a user. The method provides for display in the GUI several selectable additional categories related to the received initial category for the user objective. The method receives a selection of a set of categories through the GUI. The method provides for display in the GUI an optimized modifiable set of filters for removing specific types of documents that are relevant to the set of categories from the recurring search. The method generates the recurring search for the user based on the received categories and a modified set of filters.

Graphical user interface for recurring searches

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.

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Brisbane, CA, United States of America

Vivie Lee