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:
Sep. 01, 2026

Filed:

Dec. 15, 2025
Applicant:

Morgan Stanley Services Group Inc., New York, NY (US);

Inventors:

Yu Zhang, Hempstead, NY (US);

Jing Shen, Great Neck, NY (US);

Huifeng Jason Li, Highland Park, NJ (US);

Taotao Jiang, Weehawken, NJ (US);

Monika Nica, Ridgefield, CT (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/334 (2025.01); G06F 16/335 (2019.01);
U.S. Cl.
CPC ...
G06F 16/3347 (2019.01); G06F 16/335 (2019.01);
Abstract

Systems and methods perform hybrid lexical-vector retrieval in a retrieval-augmented generation (RAG) framework. A user query is pre-processed using named-entity recognition, date standardization, and optional out-of-domain detection. The system performs both lexical search and semantic vector similarity search over a corpus of document chunks, generating ranked candidate sets that are merged by elevating overlapping results and interleaving remaining items according to a predetermined rule. A top subset of chunks is selected based on the combined ranking and provided to a large language model (LLM), together with intent-specific instructions determined through query-classification logic. The LLM generates an answer grounded in the retrieved material and formatted according to a standardized template associated with the detected intent.


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