Searching and selecting content from multiple source documents having a plurality of native formats, indexing and aggregating the selected content into customized reports

摘要

A computer implemented system and method in a client-server environment, is provided for document research, aggregation, and compilation. The system and method includes a server having a search module configured to generate a search interface displayable to a client communicably coupled to the server, and responsive to instructions received via the search interface, to search and sort selections of interest within a plurality of source documents. A customized report module is configured to generate a custom report interface displayable to the client, and responsive to user selection instructions received via the custom report interface, to extract and aggregate the selections of interest into a customized report. PDF, PPT, and XLS modules are configured to respectively enable source documents in the PDF, PPT, and XLS formats to be searched, sorted, and aggregated by the search module and customized report module.

主权项

1. A computer implemented system in a client-server environment, for document research, aggregation, and compilation, the system comprising:
a server computer including:
a search module configured to generate a search interface displayable to a client communicably coupled to the server, and responsive to instructions received via the search interface, to search and sort selections of interest within a plurality of source documents;a customized report module configured to generate a custom report interface displayable to the client, and responsive to user selection instructions received via the custom report interface, to extract and aggregate the selections of interest into a customized report configured to simultaneously display a plurality of the selections of interest;a portable document module configured to enable source documents in the portable document format to be searched, sorted, and aggregated by the search module and customized report module;a presentation module configured to enable source documents in the presentation format to be searched, sorted, and aggregated by the search module and customized report module;a spread sheet module configured to enable source documents in the spread sheet format to be searched, sorted, and aggregated by the search module and customized report module; anda source document module which is separate from a customized report, configured to store and index a plurality of source documents in a plurality of native formats including text, portable document, presentation, and spread sheet, while maintaining the original native formats of the stored and indexed source documents;the source document module being configured to store each of the plurality of source documents in a plurality of sub-document portions populated to one or more tables; anda tool module configured to generate a tool interface displayable to the client, and responsive to instructions received from the client, link user comments to any of the sub-document portions;wherein the customized report module is configured to extract and aggregate the sub-document portions of the selections of interest, along with any of said linked user comments, into the customized report while maintaining the original native formats of the selections of interest.