The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
May. 05, 2026

Filed:

Aug. 16, 2024
Applicant:

Alphasense, Inc., New York, NY (US);

Inventors:

Rajmohan Neervannan, Irvine, CA (US);

Jaakko Kokko, Espoo, FI;

Chris Ackerson, New York, NY (US);

Stephen Lynch, Longmeadow, MA (US);

Assignee:

AlphaSense, Inc., New York, NY (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/00 (2019.01); G06F 16/334 (2025.01); G06F 16/34 (2019.01); G06F 16/38 (2019.01); G06Q 10/0639 (2023.01);
U.S. Cl.
CPC ...
G06F 16/345 (2019.01); G06F 16/3344 (2019.01); G06F 16/382 (2019.01); G06Q 10/06393 (2013.01);
Abstract

Systems and methods for searching, summarizing, and automating workflows for financial related documents, and a user interface for displaying the same, are disclosed. The summaries are generated in response to a user query or through natural-language, conversational chat, and they provide the user with underlying supporting documentation to allow the user to follow-up and/or confirm as necessary. An AI-powered document search is performed to identify relevant documents and relevant snippets within the documents. The relevant snippets and/or documents are then summarized by one or more AI models. The models use metadata associated with the documents from the document search to rank the snippets for summarization. AI agents further automate the workflow.


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Neervannan, Rajmohan. (2026). Systems and methods for searching and summarizing financial related documents, and user interface for displaying the same (U.S. Patent No. 12619647). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/12619647

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