throbber
Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 1 of 23 PageID #: 61
`
`Exhibit B
`
`
`
`
`
`
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 2 of 23 PageID #: 62
`
`(12) United States Patent
`Biebesheimer et al.
`
`USOO6778193B2
`US 6,778,193 B2
`Aug. 17, 2004
`
`(10) Patent No.:
`(45) Date of Patent:
`
`(54) CUSTOMER SELF SERVICE ICONIC
`INTERFACE FOR PORTAL ENTRY AND
`SEARCH SPECIFICATION
`
`(*) Notice:
`
`(List continued on next page.)
`OTHER PUBLICATIONS
`Mladenic, D, “Text-learning and related intelligent agents:
`a Survey', IEEE Intelligent Systems, IEEE, Vol. 14, No. 4,
`(75) Inventors: Debra L. Biebesheimer, Carmel, NY
`Jul. 1999, pp. 44-54, XP-002205012.
`(US); Donn P. Jasura, Staatsburg, NY
`Göker, A., “Capturing Information Need by Learning User
`(US); Neal M. Keller, Somers, NY
`Context', 16th International Joint Conferent in Artificial
`(US); Daniel A. Oblinger, New York,
`Intelligence: Learning About User Workshop, Jul. 31, 1999,
`NY (US); Mark E. Podlaseck, New
`pp. 21–27, XP-002205013.
`Preston, CT (US); Stephen J. Rolando,
`Katonah, NY (US)
`(List continued on next page.)
`Primary Examiner Steven Sax
`(73) Assignee: International Business Machines
`(74) Attorney, Agent, or Firm-Scully, Scott, Murphy &
`Corporation, Armonk, NY (US)
`Presser; Daniel P. Morris, Esq.
`-
`Subject to any disclaimer, the term of this
`(57)
`ABSTRACT
`patent is extended or adjusted under 35
`Agraphical user interface for a customer Self Service System
`U.S.C. 154(b) by 625 days.
`that performs resource Search and Selection. The interface
`comprises an entry field enabling entry of a query for a
`(21) Appl. No.: 09/778,136
`resource and Selection of one or more user context icons,
`each representing a context associated with the current user
`(22) Filed:
`Feb. 7, 2001
`Situation, and having context attributes associated therewith;
`(65)
`Prior Publication Data
`a first Visual WorkSpace is provided for visualizing and
`exploring the Set of resources that the customer Self Service
`US 2002/0149614A1 Oct. 17, 2002
`System has determined to match the user's query, the System
`7
`(51) Int. Cl." ................................................ G06F 15/00 RNA a degree of fit of the
`in E.
`(52) U.S. Cl. ........................................ 345/805; 345/854
`the Guery, based on the user's COInteXt, asSociated resource
`(58) Field of Search ................................. 345/853–855,
`Selection parameters and associated relevant resource evalu
`345/711, 802, 803, 804, 805, 799, 800,
`ation criteria utilized by a Search mechanism in the System;
`801, 795-797, 738, 734–737, 771-773,
`and, a Second Visual WorkSpace including detail specifica
`811, 815–818; 707/1, 10, 11, 5,3; 706/60,
`tion workSpace for enabling user to Select and modify user
`11, 47, 45
`context attribute values and further relevant resource evalu
`ation criteria; and a mechanism for enabling the user to
`continuously navigate among the first and Second visual
`WorkSpaces to enable increased specificity and accuracy of
`query's Search parameters and resource evaluation criteria
`and thereby identify and improve Selection logic and
`response Sets fitted to a query. The graphical user interface
`permits user interactivity for querying a customer Self Ser
`Vice System and enhancing response Set results for a variety
`of Self Service domains including education, real estate and
`travel.
`
`(56)
`
`References Cited
`U.S. PATENT DOCUMENTS
`
`5,021,953 A 6/1991 Webber et al.
`5,237,499 A 8/1993 Garback
`5,303,361 A 4/1994 Colwell et al.
`5,321,833 A 6/1994 Chang et al.
`5,375.244. A 12/1994 McNair
`5,446,891 A 8/1995 Kaplan et al.
`5,524,187 A 6/1996 Feiner et al.
`5,546,516 A 8/1996 Austel et al.
`
`17 Claims, 9 Drawing Sheets
`
`*Y. m-m-Y
`
`-------mm-mm s- -w-
`
`------ a--ar-----
`
`RANKED
`RESOURCES
`
`SELECT?
`
`332
`
`o:
`
`3398
`
`catch. TE
`-33Sb
`CREA 4: THING
`
`-----
`
`33S
`
`E
`
`330
`
`G%, CRTE Ais RISK
`as Attal, our 3
`or
`CAITERIA 1: COST
`342-RESOURCE AE,
`EIGHT
`RANKE
`SRAPE RESOURCES
`DEA
`
`3. R" ... is
`
`F
`
`
`
`35
`
`PESCEEARISPLAY
`NAME:
`XXXXXX XXXXXXXXXXX
`^ E.
`SEE
`DESCRIPTION: xxxxx xxxxxx xxxxxxx
`MORE
`PES
`8XXXXXXXXXXXX
`is:
`r
`COST: $xxxixx
`PRENEW
`TING: xxx xxxx
`Exi?tE -
`TERNSS CONDITIONS: xxxx xxxxxx
`XXXXXXXXXXXXXXXXXXXXXXXXXXX
`-
`3-D. At SCIFICERs
`NDESAIL SPECIFICAIC:-
`- SEETENEXT - 136
`
`i
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 3 of 23 PageID #: 63
`
`US 6,778,193 B2
`Page 2
`
`U.S. PATENT DOCUMENTS
`5,600,835 A
`2, 1997 Garland et al.
`5,608,899 A 3/1997 Liet al.
`5,619,709 A
`4/1997 Caid et al.
`5,710,899 A
`1/1998 Eick
`5,724,567 A 3/1998 Rose et al.
`5,754.939 A 5/1998 Herz et al.
`5,768,578 A 6/1998 Kirk et al.
`5.787422 A
`7/1998 Tukey et al.
`5,794,178 A 8/1998 Caid et al.
`5,802,515 A 9/1998 Adar et al. .................... 707/5
`5,826.260 A 10/1998 Byrd, Jr. et al.
`5.841,437 A 11/1998 Fishkin et al.
`5,850,531. A 12/1998 Cox et al.
`5,918,217 A 6/1999 Maggioncalda et al.
`5,930,501. A
`7/1999 Neil
`5.956,707 A
`9/1999 Chu .............................. 707/3
`5,958,008 A 9/1999 Pogrebisky et al.
`5.974,412. A 10/1999 Hazlehurst et al.
`5.999,192 A 12/1999 Selfridge et al.
`5.999927. A 12/1999 Tukey et al.
`6,006,221. A 12/1999 Liddy et al.
`6,009,422 A 12/1999 Ciccarelli ...................... 707/4
`6,012,053 A 1/2000 Pant et al. .................. 345/854
`6,012,067 A 1/2000 Sarkar
`6,014,661 A 1/2000 Ahlberg et al.
`6,097,386 A 8/2000 Bardon et al.
`6,105,023 A 8/2000 Callan
`6,134,541. A 10/2000 Castelli et al.
`6,173.287 B1
`1/2001 Eberman et al.
`6,173,289 B1
`1/2001 Sonderegger et al.
`6,226,408 B1
`5/2001 Sirosh
`6,237,006 B1
`5/2001 Weinberg et al.
`6,243,094 B1
`6/2001 Sklar
`6.256,633 B1
`7/2001 Dharap
`
`6,282.540 B1 * 8/2001 Goldensher et al. ........... 707/6
`6,326,962 B1 12/2001 Szabo
`6,327,590 B1 12/2001 Chidlovskii et al.
`6,347,313 B1
`2/2002 Ma et al.
`6,442,526 B1
`8/2002 Vance et al.
`6,470,383 B1 10/2002 Leshem et al.
`6,490,577 B1 12/2002 Anwar
`6,502,091 B1 12/2002 Chundi et al.
`6,513,031 B1
`1/2003 Fries et al. .................... 707/5
`6,519,586 B2
`2/2003 Anick et al. ................... 707/3
`6,578,037 B1
`6/2003 Wong et al.
`6,594,670 B1
`7/2003 Genser
`6,601,059 B1
`7/2003 Fries ............................. 707/3
`2001/0051958 A1 12/2001 deVries et al.
`2002/0129.015 A1
`9/2002 Caudill et al.
`2003/0018632 A1
`1/2003 Bays et al.
`OTHER PUBLICATIONS
`Anonymous, “Taxonomized Web Search”, IBM Technical
`Disclosure Bulletin, IBM Corp. New York, US, vol. 40, No.
`5, May 1, 1997, pp. 195-196, XP-002133594; and.
`Davies, J., et al., “Knowledge Discovery and Delivery',
`British Telecommunications Engineering, London, GB, Vol.
`17, No. 1, Apr. 1, 1998, pp. 25–35, XP-000765546.
`Billsus, D., et al., “A learning agent for wireleSS news
`ss
`access,” Proceedings of IUI 2000: International Conference
`on Intelligent User Interfaces, ACM, Jan. 9-12, 2000, pp.
`33–36, XP-002205011.
`Olsen, K., et al., “Visualization of a Document Collection:
`The Vibe System”, Information Processing & Management,
`Elsevier, Barking, GB, vol. 29, No. 1, 1993, pp. 69–81, XP
`OOO574984.
`* cited by examiner
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 4 of 23 PageID #: 64
`Case 1:20-cv-OO351-UNA Document 1-2 Filed 03/11/20 Page 4 of 23 PageID #: 64
`
`S.U
`
`g
`
`M2
`
`mEungmfiéwumafigw222%;was,“555:.mm%gwfimmmgeQJ<a.as;
`
`2528
`
`
`
`
`9figU@5053faa.II,mma.M£0:quI
`
`
`
`22:ngis:52:29mummwmwfimo05:2:“23%Megan
`
`”38%.98:38£303;
`
`”22:2313535,58%922%:
`
`”wUa-
`
`..Hmm
`
`
`
`3%:238:P858$2225:59
`
`9.8E:tmmmmdn3NP2wmaize55%wa;25%a2353;;
`u553%;,.I!.egg;
`
`
`3game,AElms253mzofifiwgmEOE)E28$3225%$58
`
`
`
`
`84%;::22;855::Es:wEa6%egg;22¢:2::
`
`
`
`m.,a2n.,2
`
`
`
`
`
`_293%”$555528EgmzwflwwéEm:imam
`
`2B
`
`
`
`2225272%_m.22:52.725::Exam010,amumwwwmwmmm
`
`
`
`..LW,9,Egg£88m3:523“wagging6
`
`
`
`a.m2mm$223:BEBE
`
`mmaESE528$3
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 5 of 23 PageID #: 65
`
`U.S. Patent
`
`Aug. 17, 2004
`
`Sheet 2 of 9
`
`US 6,778,193 B2
`
`CONTEXT
`SELECTION
`WORKSPACE
`
`
`
`FIG 2
`
`DETAI
`SPECIFICATION
`WORKSPACE
`
`RESULTS
`DISPLAY
`WORKSPACE
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 6 of 23 PageID #: 66
`
`U.S. Patent
`
`Aug. 17, 2004
`
`Sheet 3 of 9
`
`US 6,778,193 B2
`
`FIG. 3
`
`EDUCATION
`EDUCATION
`(EX: ENVIRONMENT) 60 FX: SUBJEC y O
`
`REAL
`FSATE
`
`80
`
`iAYE
`
`90
`
`LEARNOTUS NOESATBECOMEA INUX
`HOME
`DEVELOPER BY JUNE
`6
`
`7.
`
`FINDHOISING NEANy TPLAN A TRIPTOVERNT
`JOR BY AUGUST
`IN JUNE
`.
`
`9.
`
`:
`
`COAPEXEC AT HO
`REMOTE STAFFIE
`COMMUTING TECHIE
`TRAVELING CONSULTANT
`62
`
`RELOCATING BUSINESS SINGLE MOM WIKIDS
`CORPEXEC AT HO
`PROFESSIONAL
`SWINGING SINGLES
`REMOTE STAFFIE
`EMPTY NESTER
`BUSINESS TRAVELER
`COMUTING TECHIE
`TRAVELING CONSULTANT COLLEGE STUDENT
`72
`92
`MODE OF COMUTE TO
`WOAKISCHOOL
`MODE OF HOUSING
`NAINTENANCE STYLE
`
`MODE OF
`TRANSPORTATION
`MOLE OF HOUSING
`FOOD STYLE
`
`USER QUERY
`
`USER CONTEXT
`
`
`
`ATTRIBUTE WAVE
`
`CONTEXT ATTRIBUTE CONNECTIVITY
`LEARNING MODES)
`TECHNICAL FIELD
`
`CONNECTIVITY
`LEARNING MODES)
`TECHNICAL FIED
`
`LAN CONNECTED
`DIALUP
`DSL
`DISCONNECTED
`
`SECURITY
`GRAPHICAL INTERFACES
`PROGRAMMING
`SYSTEMS INTEGRATION
`
`CAREFREE LIYING
`SUBCONTRACT IT ALL
`DO-It-YOURSELF-ER
`
`FLY
`TRAIN
`
`83
`
`VALUE RESOURCE
`PARAMETERS
`
`INCLUDE: OCNOADS
`PLAY RESOURCES
`
`INCLUDE WALLS
`INCLUDE PAINT
`
`84
`
`34
`
`INCE A MAJOR
`CARRIERS
`
`- - - - - - - - - a - - - - -
`
`EXCLUDE: ON LINE
`COLLABORATIVE
`RESOURCES
`
`
`
`COST
`RESOURCE
`SELECTION CRITERIA TIME
`S VALUES
`OUALITY
`RISK
`
`
`
`
`
`
`
`
`
`TIME
`QUALITY
`RISK
`
`
`
`SS
`
`INCLUDE LAWN MOWING | ----------------
`
`-----------------
`EXCLUDEPUBING
`EXCLUDEELECTRICAL
`EXCLUDE ANDSCAPING
`ES
`
`COST
`TIME
`QUALITY
`RISK
`
`EXCLUCE PROPPLANES
`EXCLUDEBA) SAFETY
`RECORDS
`
`COST
`TIME
`CUALITY
`RISK
`
`95
`
`96
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 7 of 23 PageID #: 67
`
`U.S. Patent
`
`Aug. 17, 2004
`
`Sheet 4 of 9
`
`US 6,778,193 B2
`
`| SELECT USER CONTEXT.
`
`13
`1.
`
`132
`
`A A A. A
`
`lus, CONTEXT ICON
`RECOMMENDED
`
`USER CONTEXT ICON
`GOOD POSSIBILITY
`
`USER CONTEXT ICON
`ANOTHER POSSIBILITY
`
`USER CONTEX ICON
`ALL AVAILABLE
`|
`|
`
`ENTER OVERY HERE:
`
`34
`
`SEARCH
`135
`-(-l
`
`------------------------ -
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 8 of 23 PageID #: 68
`8
`
`625BD3w01,,
`
`mU
`
`......................................L.5SH5.5Ed5
`mmm.7_B6,_.__mS..8U_.
`
`5m\555555555_mP31,.l..l..l..l.,i..l..l..l..1..l..l..l..l..l..l..l..l..l..livflr
`
`:55::55555E5:5555555555._mm_{iiillt
` _mMFE552555_.n9__,umM_.EE55555:5ud5MnmwmU.I525.2555_hW.2Sm..“EI:E<5
`
`..H-...CH”_I5525:5I...qI___umw5E55A555gagflu'Numm_.555555555:5.55.we.5:555:555555
`mmm”Dma_E1E5:.2555555hAuu.wA_Efie”........-‘.
`
`
`
`555:5M1..mj_.inb4m8Es.
`NM)”3_.Pman..I555.555:5__Om.
`5,555_m_5Nu
`
`I525..255_0_mm.nBH55:555:55.0pl,.
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 9 of 23 PageID #: 69
`
`U.S. Patent
`
`Aug. 17, 2004
`
`Sheet 6 of 9
`
`US 6,778,193 B2
`
`
`
`
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 10 of 23 PageID #: 70
`m
`
`mU
`
`.55V_w7,m/5:55:555__m1_B555:55:5355..555mg_"AN“m.._E”N55:5_1u____EEE55555:5mu5u55V3t555553555:50n__oaz5553552575:55
`
`
`.......................................l_....5mS.mmmmSt
`555:5\EnF5mE255:5_.H._B.555:5 II..I__mm_BE55555:555wmn_.B.5555
`555105555"ww_E5555E5:55}5555555_m.DamEII:l..I.I.I..I..I_I..WW.............................Iifl
`.5_mmN._mm._B.555:5
`
`
` ..2#BD3ua957u3m,_n,.555f5:_:rmmfwafml“
`
`
`
`.IwmmllezEfiEWzEN;IISE25__3Emzéémufiflfiwm<Emzsuzm5555s5552555555a__m_”a.$25“A:wumwflwfizw__uz...__um_rba53.5SEE:TI:
`
`
`
`,mS_./_Lm:55:555555aa55:555555o__A.m.U_:N.E>55555
`
`
`
`
`5555a55:555.:5555au_e_I,XIII):5:255
`
`
`
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 11 of 23 PageID #: 71
`17
`
`sCmU
`
`
`
`
`.............................LMS.mmmm.«Em
`
`
`
`._.......,lE.........................Ix/i..,.5mg7emIhmn_2:2.223%Egg:53;E.gE2253ZOEEEZEa_wwE[If]32%:mm\v.53m8:3%me._m.mP........
`
`
`
`
`
`
`
`
`
`
`,.........nmgmg:mg_‘umMHDEDasgasI.gg1MUV1..__EEEasa5E5gag't.u%t525%33;
` .Ji..............L_mw.Eg“m35:5mmmm0MawwU:93g55:5“Hw___F%D:28”mEEE.2_“w_8Egg“m35:5inn4_EnmmWV_B92;:H...
`
`
`
`
`55:5gm.._w7,m.w._zozézgzammWm1.mH%H%E“z:“m55:53:53MEI.........
`
`
`
`
`
`.mm220:§3§"_Q_._..z..........
`“E:Eamamag5%_7uill:...........J.................Ham,_AwWEE”Mm/Ewmmfmm“_mSM$553:was;a25%:wage;am_nU.Eas£2EEragga
`
`
`”25%;“.lmmass:.33qu_uoCL..........HEDVa;wagomwmU__.Pm._.
`
`
`
`
`
`
`-135.DSEQ“SSEESmzmmmzfialMumsomwmU(«EB—LEEwas:a255::EOEa__em\f_\{IllfJ:Eng:magmaa:53:ESEa__w_nD.fi1as.......My-
`
`
`Wm“—I.............................II............In__a9_.Ea:m010,_.n:.‘Ill............................................................
`
`..2
`
`
`
`
`
`
`
`
`
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 12 of 23 PageID #: 72
`
`U.S. Patent
`
`Aug. 17, 2004
`
`Sheet 9 of 9
`
`US 6,778,193 B2
`
`
`
`
`
`
`
`
`
`
`
`
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 13 of 23 PageID #: 73
`
`US 6,778,193 B2
`
`1
`CUSTOMER SELF SERVICE CONC
`INTERFACE FOR PORTAL ENTRY AND
`SEARCH SPECIFICATION
`
`BACKGROUND OF THE INVENTION
`1. Field of the Invention
`This invention relates generally to the field of customer
`Self Service Systems for resource Search and Selection, and
`more specifically, to a novel graphical user interface for Such
`a System.
`2. Discussion of the Prior Art
`Currently there exist many Systems designed to perform
`Search and retrieval functions. These Systems may be clas
`sified variously as knowledge management Systems, infor
`mation portals, Search engines, data miners, etc. Providing
`effective customer Self Service Systems for resource Search
`and Selection presents Several Significant challenges. The
`first challenge for current Systems with query capability is
`that Serving queries intelligently requires a large amount of
`user Supplied contextual information, while at the same time
`the user has limited time, patience, ability and interest to
`provide it. The Second challenge is that Searching without
`sufficient context results in a very inefficient search (both
`user time and System resource intensive) with frequently
`disappointing results (overwhelming amount of information,
`high percentage of irrelevant information). The third chal
`lenge is that much of a user's actual use and Satisfaction with
`search results differ from that defined at the start of the
`Search: either because the users behave contrary to their own
`Specifications, or because there are other contextual issues at
`play that have not been defined into the Search.
`Graphical user interfaces (GUIs) provide ways for users
`of computers and other devices to effectively communicate
`with the computer. In GUIs, available applications and data
`Sets are often represented by icons consisting of Small
`graphical representations which can be selected by a user
`and moved on the Screen. The Selection of icons often takes
`the place of typing in a command using a keyboard in order
`to initiate a program. In general, icons are tiny on-Screen
`Symbols that Simplify functions like the access to a program,
`command, or data file. Icons are usually activated or Selected
`by moving a mouse-controlled cursor onto the icon and
`pressing the mouse button.
`GUIs for customer self service systems for resource
`Search and Selection have the potential to enable users to
`efficiently enter large amounts of contextual information.
`The prior art has addressed a 1:1 correspondence between a
`limited range of contextual variables and icons. A major
`limitation of these approaches is that they fail to address the
`full range of relevant user contextual variables as part of the
`query and require extensive time and patience on the part of
`the user to make even limited contextual Selections. Another
`limitation of these approaches is that they fail to provide for
`a graphical method of fine tuning the context variables
`relevant to the user's Search, focusing only on the fine tuning
`of the content variables.
`AS will be hereinafter explained in greater detail, Some
`representative prior art Search and retrieval Systems imple
`menting novel user interfaces include U.S. Pat. No. 5,303,
`361 entitled “Search and Retrieval System”; U.S. Pat. No.
`5,608,899 entitled “Method and Apparatus for Searching a
`Database by Interactively Modifying a Database Query';
`U.S. Pat. No. 5,768,578 entitled “User Interface for Infor
`mation Retrieval System”; U.S. Pat. No. 5,841,437 entitled
`“Method and Apparatus for Interactive Database Queries via
`
`15
`
`25
`
`35
`
`40
`
`45
`
`50
`
`55
`
`60
`
`65
`
`2
`Movable Viewing Operation Regions”; U.S. Pat. No. 5,918,
`217 entitled “User Interface for a Financial Advisory Sys
`tem”; U.S. Pat. No. 5,930,501 entitled “Pictorial User Inter
`face for Establishing Time of Day and Geographical or
`Environmental Context on a Computer Display or Other
`Monitor'.
`U.S. Pat. No. 5,303,361 describes a text search and
`retrieval System which builds an indeX representing every
`word in Stored files created by a variety of applications,
`Searches for requested words using the index, ranks the files
`based on the relative strength of match with the search
`request and displays the ranked filenames for user Selection.
`U.S. Pat. No. 5,608,899 describes an apparatus for search
`ing a database and modifying database queries including an
`approach to Searching multidimensional data, e.g., by con
`Structing a query from a Sequential process of identifying
`constraints from bar, line, and pie charts.
`U.S. Pat. No. 5,768,578 describes an information retrieval
`System user interface for retrieving information from a
`plurality of Sources and for Storing information Source
`descriptions in a knowledge base. The user interface
`includes a hypertext browser enabling a user to browse an
`unstructured information Space and, a knowledge base
`browser/editor for displaying a directed graph representing
`a generalization taxonomy of the knowledge base, with the
`nodes representing concepts and edges representing rela
`tionships between concepts. The System also allows for
`querying a structured information Source and using query
`results to focus the hypertext browser on the most relevant
`unstructured data Sources.
`U.S. Pat. No. 5,841,437 describes an information visual
`ization System that uses dynamic queries in combination
`with movable viewing operation regions for Searching of
`two dimensional databases.
`U.S. Pat. No. 5,918,217 describes a user interface for a
`financial advisory System in which a user may interactively
`explore how changes in one or more input decisions Such as
`a risk tolerance, a Savings level, and a retirement age affect
`one or more output values Such as a probability of achieving
`a financial goal or an indication of Short-term risk. Although
`it deals exclusively with financial Systems, the concept of
`enabling interactive exploration of a multidimensional data
`Set is described.
`U.S. Pat. No. 5,930,501 describes a system for retrieving
`and displaying a pictorial user interface on a computer
`display or other monitor and addresses the issue of a Single
`context variable with a pictorial approach.
`It would be highly desirable to provide a graphical user
`interface for a customer Self Service resource Search and
`Selection System that is capable of addressing multiple
`context variables abstractly, using an interactive information
`graphic.
`Representative prior art references addressing the issue of
`providing Some element of context to Search and retrieval
`systems includes U.S. Pat. No. 5,794,178 entitled “Visual
`ization of Information Using Graphical Representations of
`Context Vector Based Relationships and Attributes”; U.S.
`Pat. No. 6,014,661 entitled “System and Method for Auto
`matic Analysis of Data Bases and for User-Controlled
`Dynamic Querying”; U.S. Pat. No. 6,097,386 entitled “Data
`Processing System Having Context Sensitive Visual Feed
`back for User Interface Controls and Method Therefor”.
`Particularly, U.S. Pat. No. 5,794,178 describes a system
`and method for automatically generating context vectors
`representing conceptual relationships among information
`items by quantitative means for use in Storage and retrieval
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 14 of 23 PageID #: 74
`
`US 6,778,193 B2
`
`45
`
`50
`
`55
`
`60
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`Further features, aspects and advantages of the apparatus
`and methods of the present invention will become better
`understood with regard to the following description,
`appended claims, and the accompanying drawings where:
`FIG. 1 is a flowchart showing the steps of the control flow
`between the component inventions included in the generic
`preferred embodiment of the system invention.
`FIG. 2 is a flowchart showing the generic proceSS Steps of
`the users interaction with the customer Self Service System
`through the iconic interfaces of the preferred embodiment of
`the invention.
`FIG. 3 provides examples of data elements from the
`education, real estate and travel domains given example user
`interactions with the customer Self Service System via the
`iconic interfaces of the invention.
`FIG. 4 illustrates the first Graphical User Interface 12
`providing a Context Selection Workspace 13 for enabling
`entry of query and context Selection according to the inven
`tion.
`FIGS. 5(a)-5(d) illustrate in detail the second iconic
`graphical user interface 22 including the Detail Specification
`WorkSpace 23 according to the invention.
`
`4
`It is a further object of the present invention to provide an
`intuitive graphical user interface for a customer Self Service
`System, wherein the GUI provides elements to enter Search
`terms, Select and fine tune user context definitions.
`It is yet another object of the present invention to provide
`an intuitive graphical user interface for a customer Self
`service system, wherein the GUI enables establishment of
`inclusionary and exclusionary resource filters, and enables
`the Specification of resource priorities by Selecting, Sequenc
`ing and weighting relevant criteria.
`The GUI described by this invention facilitates the effi
`cient location of relevant resources by the user because it
`enables the expression of a user's context as part of the
`query.
`According to the invention, there is provided a graphical
`user interface for a customer Self Service System that per
`forms resource Search and Selection. The interface com
`prises a first visual WorkSpace comprising entry field
`enabling entry of a query for a resource and, one or more
`Selectable user context icons, each representing a context
`asSociated with the current user Situation, and having con
`text attributes associated there with; a Second Visual work
`Space for visualizing and exploring the Set of resources that
`the customer Self Service System has determined to match
`the user's query, the System indicating a degree of fit of the
`determined resources with the query, based on the user's
`context, associated resource Selection parameters and asso
`ciated relevant resource evaluation criteria utilized by a
`Search mechanism in the System; a third visual WorkSpace
`including detail Specification WorkSpace for enabling user to
`Select and modify user context attribute values, and further
`relevant resource evaluation criteria; and Visual means
`enabling the user to continuously navigate among the first,
`Second and third Visual WorkSpaces to enable increased
`Specificity and accuracy of query's Search parameters and
`resource evaluation criteria and thereby identify and
`improve Selection logic and response Sets fitted to a query.
`Advantageously, Such a customer Self Service System is
`applicable to a variety of customer Self Service domains
`including, but not limited to: education, real estate and
`travel.
`
`15
`
`25
`
`35
`
`40
`
`3
`of documents and other information items and for displaying
`them visually to a user. A neural network operates on a
`training corpus of records to develop relationship-based
`context vectors based on word proximity and co-importance
`using a technique of “windowed co-occurrence'. Relation
`ships among context vectors are deterministic, So that a
`context vector Set has one logical Solution, although it may
`have a plurality of physical Solutions. No human knowledge,
`knowledge base, or conceptual hierarchy, is required. Sum
`mary vectors of records may be clustered to reduce Search
`1O
`ing time, by forming a tree of clustered nodes. Once the
`context vectors are determined, records may be retrieved
`using a query interface that allows a user to Specify content
`terms, Boolean terms, and/or document feedback. Thus,
`context vectors are translated into visual and graphical
`representations to thereby provide user visualization of
`textual information and enable visual representations of
`meaning So that users may apply human pattern recognition
`skills to document Searches.
`U.S. Pat. No. 6,014,661 describes a system that utilizes
`user-adjusted relevance criteria to generate a query. It is
`primarily directed to a main processing System that accesses
`a database, which contains data records, each of which is
`divided into data fields. The system preferably automatically
`determines the type of data in each field, as well as its range
`of values. It then determines one or more relational Struc
`tures of the field data using a corresponding number of
`relevance measures. For each field, a preferably user
`adjustable, Software-generated query device is displayed,
`preferably in the order of the relevance measures of the
`respective fields. The plot of one or more fields data relative
`to that of another field is initially generated using the fields
`in order of relevance. The relevance measure forming the
`basis of the field ordering, the order of fields, and the ranges
`of the plotted, displayed fields may be adjusted interactively
`by the user by moving and adjusting the various query
`devices.
`U.S. Pat. No. 6,097,386 is directed to a data processing
`System that transforms the limited user interface toolkits
`currently in use in the Software development industry to
`provide control interfaces which are Sensitive to a user's
`operational context.
`Thus, the prior art has addressed the issues of database
`Searching, dynamic query formulation, and the Visual rep
`resentation of multidimensional data. Newer Search engines
`are just beginning to use Some of these ideas to express
`queries and results. There has heretofore never been an
`information Search and retrieval method providing the
`means to express the relevance of the results to a particular
`user in terms beyond that of the results content.
`It would be highly desirable to provide in a customerself
`Service System, an interface that facilitates the efficient
`location of relevant resources by the busy user by enabling
`the expression of a user's context as part of the query, and
`the relevance of the results to that context.
`More specifically, it would be highly desirable to provide
`in a customer Self Service System, an intuitive graphical user
`interface that provides elements to enter Search terms, Select
`and fine tune user context definitions from pull-down menus
`as part of the query, establish inclusionary and exclusionary
`resource filters, and Specify resource priorities by Selecting,
`Sequencing and weighting relevant criteria.
`SUMMARY OF THE INVENTION
`It is an object of the present invention to provide an
`intuitive graphical user interface for a customer Self Service
`System enabling resource Search and Selection.
`
`65
`
`

`

`Case 1:20-cv-00351-UNA Document 1-2 Filed 03/11/20 Page 15 of 23 PageID #: 75
`
`US 6,778,193 B2
`
`15
`
`6
`co-pending U.S. patent application Ser. No. 09/778,147
`entitled CUSTOMER SELF SERVICE ICONIC INTER
`FACE FOR RESOURCE SEARCH RESULTS DISPLAY
`AND SELECTION the contents and disclosure of which are
`incorporated by reference as if fully set forth herein.
`Referring back to FIG. 1, there is depicted a conceptual
`control flow 10 for the customerself service resource search
`and Selection System according to a preferred embodiment.
`Via the three-part intuitive graphic user interface (GUI)
`users are enabled to enter queries and manipulate the SyS
`tem's responses according to their resource needs. Behind
`the Scenes, as will be described, is a set of Sub-System
`components that cooperate to derive, assume, Sense and
`infer particular user contexts with minimal user effort. These
`components include databases Such as: 1) a Context
`Attributes Master database 14 which stores the definitions of
`all the attributes known to the System and their relationships
`to predefined user contexts; 2) an Attribute Value Functions
`database 16 which Stores the definitions and logic associated
`with assigning a value to an attribute for Specific instances
`(context default, groups of users); 3) a Resource Indexing
`Functions database 18 which stores the definitions and logic
`for mapping Specific resources to Specific context sets, and,
`4) a historical User Interaction Records database 15 which
`Stores the users’ prior queries, responses, and interactions
`with the system 10. The first three databases are created
`before system startup and the User Interaction Records 15 is
`created with the first user/use of the System, however, it is
`understood that all four databases are maintained and
`enhanced through System operations described below. First,
`prior to a user Signing on to the System, and before the user
`first views the iconic interface 12, the system 10 performs
`Several pre-processing steps including: 1) creating of an
`empty "user context vector 25 and populating the context
`vector with minimal information from external data ele
`ments 11 integrated with the System or, from System Sensing/
`discovery; and, 2) processing the minimal user context
`vector 25 against the Context Attributes database 14, the
`Attribute Value Functions database 16, and the User Inter
`action Records database 15 using context classification logic
`to result in a “Suggestion' that this particular user may be
`classified into one of a Small number of user context
`definitions from the System's predefined long list of context
`definitions. After these pre-processing Steps, the first iconic
`interface 12 is then displayed for the user at the user's
`terminal, or web-browser, in the case of resource Searches
`conducted over a web-based communication link. The
`iconic Context Selection Workspace 13 initially displays a
`Small set of User Context Icons it has determined are most
`appropriate, captures the user's Selection of the one that
`Seems most fitting for the current user Search Session, and
`captures the user's actual query. In most cases, this minimal
`entry will Suffice to begin the Search because the System has
`already determined the relevant attributes, default values
`and parameters to drive the System forward through the user
`Search without any additional entry on the user's part.
`However, if the user wishes to review their defaults or to fine
`tune Some context or resource variables, there is an option
`to proceed to the iconic Detailed Specification Workspace
`display 22 before Starting the Search. These two WorkSpaces
`12, 22 and their iconic elements are described more fully
`herein.
`Regardless of the Screen navigation path chosen, when the
`user initiates the query, the System 10 packages the user
`query with a detailed User Context Vector 25 Summarizing
`what is known of the user's needs at this point. Once the
`Search is initiated, the query and context vector are pro
`
`25
`
`S
`FIG. 6 illustrates in detail the third iconic graphical user
`interface 32 including the Results Display Workspace 33.
`DETAILED DESCRIPTION OF THE
`PREFERRED EMBODIMENTS
`FIG. 1 illustrates a customer self service system
`(“system”) 10 which is described in detail commonly
`owned, co-pending U.S. patent application Ser. No. 09/778,
`146 entitled CUSTOMER SELF SERVICE SYSTEM FOR
`RESOURCE SEARCH AND SELECTION the contents and
`disclosure of which are incorporated by reference as if fully
`set forth herein. The system 10 is a comprehensive self
`Service System providing an end-to-end Solution that inte
`grates the user and System, the content and context, and, the
`Search and result So that the System may learn from each and
`all users and operationally benefit all users over time. The
`present invention particularly comprises a graphical user
`interface (GUI) that is iconic, and enables users to enter
`queries and manipulate the detailed Specifications which
`drive the Sel

This document is available on Docket Alarm but you must sign up to view it.


Or .

Accessing this document will incur an additional charge of $.

After purchase, you can access this document again without charge.

Accept $ Charge
throbber

Still Working On It

This document is taking longer than usual to download. This can happen if we need to contact the court directly to obtain the document and their servers are running slowly.

Give it another minute or two to complete, and then try the refresh button.

throbber

A few More Minutes ... Still Working

It can take up to 5 minutes for us to download a document if the court servers are running slowly.

Thank you for your continued patience.

This document could not be displayed.

We could not find this document within its docket. Please go back to the docket page and check the link. If that does not work, go back to the docket and refresh it to pull the newest information.

Your account does not support viewing this document.

You need a Paid Account to view this document. Click here to change your account type.

Your account does not support viewing this document.

Set your membership status to view this document.

With a Docket Alarm membership, you'll get a whole lot more, including:

  • Up-to-date information for this case.
  • Email alerts whenever there is an update.
  • Full text search for other cases.
  • Get email alerts whenever a new case matches your search.

Become a Member

One Moment Please

The filing “” is large (MB) and is being downloaded.

Please refresh this page in a few minutes to see if the filing has been downloaded. The filing will also be emailed to you when the download completes.

Your document is on its way!

If you do not receive the document in five minutes, contact support at support@docketalarm.com.

Sealed Document

We are unable to display this document, it may be under a court ordered seal.

If you have proper credentials to access the file, you may proceed directly to the court's system using your government issued username and password.


Access Government Site

We are redirecting you
to a mobile optimized page.





Document Unreadable or Corrupt

Refresh this Document
Go to the Docket

We are unable to display this document.

Refresh this Document
Go to the Docket