Patents by Inventor Xiaomo Liu
Xiaomo Liu has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Publication number: 20240320770Abstract: The present disclosure is directed towards systems and methods for assisting with legal research and for aiding in the discovery of information and documents relevant to a user's research focus or input text. The inventive systems receive identifications of relevant documents explicitly or implicitly from a user's research session or input text and, based on issues relevant to those documents, texts and other connections to those documents and texts, recommends similar or helpful documents to the user for their consideration. Recommendations may be ranked and filtered.Type: ApplicationFiled: June 3, 2024Publication date: September 26, 2024Inventors: Xiaomo Liu, Xin Shuai, Quanzhi Li, Eric Milles, Eric Holten, Matt Makosky, Tom Vacek, Steven Sidwell, Ryan Kelly, Matthew A. Surprenant, Scott Francis, Mike Dahn, Armineh Nourbakhsh, Sameena Shah, Merine Thomas
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Publication number: 20240256760Abstract: A method and a system for performing domain adaptations of social media text by using lexical data transformations are provided. The method includes: receiving a first data set that is usable for training a machine learning (ML) model that is designed to perform natural language processing tasks; training the ML model by using the first data set; receiving a second data set that relates to a social media platform; transforming a subset of the first data set into a third data set that is suitable for the social media platform; and retraining the ML model by using a combination of the first data set, the second data set, and the third data set. The transformations may include injecting emojis, emoticons, user mention indicators, hashtags, retransmission indicators, URLs, and/or inverse lexical normalizations that are often used in social media posts.Type: ApplicationFiled: January 31, 2023Publication date: August 1, 2024Applicant: JPMorgan Chase Bank, N.A.Inventors: Akshat GUPTA, Xiaomo LIU, Sameena SHAH
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Publication number: 20240202822Abstract: A method and a system for detecting abnormal and/or anomalous rejections of requests for quotes for foreign exchange transactions are provided. The method includes: receiving a request for quote (RFQ) that relates to a proposed foreign exchange (FX) transaction; retrieving first information that relates to a financial capability of the requester to conduct the proposed FX transaction; applying a first algorithm that is designed to make an initial determination as to whether the RFQ is acceptable, based on the RFQ and the first information; when the initial determination indicates that the RFQ is not acceptable, applying a second algorithm that uses an artificial intelligence (AI) technique to determine a potential reason that the initial determination has indicated that the RFQ is not acceptable; and generating a report that includes information that relates to the potential reason that the initial determination has indicated that the RFQ is not acceptable.Type: ApplicationFiled: December 20, 2022Publication date: June 20, 2024Applicant: JPMorgan Chase Bank, N.A.Inventors: Nacho NAVARRO, Xiaomo LIU, Simran LAMBA, Akshat GUPTA, Sameena SHAH
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Patent number: 12001491Abstract: A method for using an artificial intelligence-based framework to automatically discover and extract information about private and public companies that is accessible from public data sources is provided. The method includes: receiving first information that relates to an identification of a company; determining, based on the first information, publicly accessible data sources via which second information that relates to the company is available; receiving user input that relates to a type of company-specific data to be accessed from the data sources; retrieving, based on the received user input, a subset of the second information; and outputting the subset of the second information. The second information may include leadership profiles, information about products and services, a company description, and/or information about corporate policies.Type: GrantFiled: February 1, 2022Date of Patent: June 4, 2024Assignee: JPMORGAN CHASE BANK, N.A.Inventors: Akshat Gupta, Simerjot Kaur, Xiaomo Liu, Armineh Nourbakhsh, Andrea Stefanucci, Alex Woodgate, Sameena Shah
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Patent number: 12002122Abstract: The present disclosure is directed towards systems and methods for assisting with legal research and for aiding in the discovery of information and documents relevant to a user's research focus or input text. The inventive systems receive identifications of relevant documents explicitly or implicitly from a user's research session or input text and, based on issues relevant to those documents, texts and other connections to those documents and texts, recommends similar or helpful documents to the user for their consideration. Recommendations may be ranked and filtered.Type: GrantFiled: March 23, 2018Date of Patent: June 4, 2024Assignee: THOMSON REUTERS ENTERPRISE CENTRE GMBHInventors: Xiaomo Liu, Xin Shuai, Quanzhi Li, Eric Milles, Eric Holten, Matt Makosky, Tom Vacek, Steven Sidwell, Ryan Kelly, Matthew A. Surprenant, Scott Francis, Mike Dahn, Armineh Nourbakhsh, Sameena Shah, Merine Thomas
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Patent number: 11922469Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: GrantFiled: April 1, 2022Date of Patent: March 5, 2024Assignee: S&P Global Inc.Inventors: Lisa Kim, Zhiqiang Ma, Grace Bang, Chong Wang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Publication number: 20240062303Abstract: Methods and systems for automatically identifying umbrella sub-funds from within an umbrella investment fund are provided. The method includes: receiving a first data set that includes entity-specific records; retrieving, for each respective entity-specific record, a corresponding set of entity-specific reference data; extracting, from each respective set of reference data, a corresponding umbrella name; determining, based on the corresponding umbrella name, whether the respective entity is associated with a particular sub-fund; and associating the respective entity with other entities that have previously been determined as being associated with the particular sub-fund. The determination may be made by applying an artificial intelligence (AI) algorithm that uses a machine learning technique to determine a probability with respect to whether the respective entity is associated with the particular sub-fund.Type: ApplicationFiled: August 16, 2022Publication date: February 22, 2024Applicant: JPMorgan Chase Bank, N.A.Inventors: Simran LAMBA, Xiaomo LIU
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Publication number: 20230244724Abstract: A method for using an artificial intelligence-based framework to automatically discover and extract information about private and public companies that is accessible from public data sources is provided. The method includes: receiving first information that relates to an identification of a company; determining, based on the first information, publicly accessible data sources via which second information that relates to the company is available; receiving user input that relates to a type of company-specific data to be accessed from the data sources; retrieving, based on the received user input, a subset of the second information; and outputting the subset of the second information. The second information may include leadership profiles, information about products and services, a company description, and/or information about corporate policies.Type: ApplicationFiled: February 1, 2022Publication date: August 3, 2023Applicant: JPMorgan Chase Bank, N.A.Inventors: Akshat GUPTA, Simerjot KAUR, Xiaomo LIU, Armineh NOURBAKHSH, Andrea STEFANUCCI, Alex WOODGATE, Sameena SHAH
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Patent number: 11494416Abstract: A method, apparatus, system, and computer program product for processing news items. A computer system receives news items from a network. The computer system identifies relevant news items in the news items based on events in the news items that relate an ability for set of operators to operate a set of properties. The computer system determines a context for the events in the relevant news items. The computer system clusters the relevant news items according to the events in the relevant news items into clusters based on the events such that the relevant news items about the same events are grouped together in the clusters. The same events are determined using the context for the events. The computer system matches the events in the clusters to transactions for the set of properties for the events to form matched transactions. The computer system performs actions for the matched transactions.Type: GrantFiled: July 27, 2020Date of Patent: November 8, 2022Assignee: S&P Global Inc.Inventors: Chong Wang, Cesar Romero, Antony Papadimitriou, Xiaomo Liu
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Patent number: 11430065Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: GrantFiled: January 31, 2020Date of Patent: August 30, 2022Assignee: S&P Global Inc.Inventors: Himani Singh, Lisa Kim, Grace Bang, Chong Wang, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Publication number: 20220230253Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: ApplicationFiled: April 1, 2022Publication date: July 21, 2022Inventors: Lisa Kim, Zhiqiang Ma, Grace Bang, Chong Wang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Patent number: 11393036Abstract: A framework for an automated news recommendation system system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: GrantFiled: January 31, 2020Date of Patent: July 19, 2022Assignee: S&P Global Inc.Inventors: Chong Wang, Lisa Kim, Grace Bang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Patent number: 11334949Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: GrantFiled: January 31, 2020Date of Patent: May 17, 2022Assignee: S&P Global Inc.Inventors: Lisa Kim, Zhiqiang Ma, Grace Bang, Chong Wang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Patent number: 11315590Abstract: Methods, systems, and apparatus, including computer programs encoded on computer storage media, for voice and graphical user interfaces. One of the methods includes receiving an audio input, analyzing the audio input to determine a requested task, determining response data in response to the requested task, determining at least a first part of the response data to be presented as an audio output and at least a second part of the response data to be presented as a visual output, forwarding the first part of the response data to an audio output for presentation to a user, forwarding the second part of the response data to a visual output for presentation to a user; and forwarding to at least one of the audio output and the visual output data describing sources and/or assumptions used to construct the response data.Type: GrantFiled: December 21, 2018Date of Patent: April 26, 2022Assignee: S&P Global Inc.Inventors: Grace Bang, Azadeh Nematzadeh, Zhiqiang Ma, Xiaomo Liu
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Publication number: 20220092697Abstract: A method of predicting stock price movements. The method comprises extracting sentences from earning call transcripts related to a publicly traded stock. A neural network embedding layer encodes each extracted sentence into a sentence vector. An attention layer calculates an earning call vector that is a weighted sum of the sentence vectors. A recurrent neural network encodes a time series vector of historical prices for the stock. An attention layer assigns weights to time steps of the time series. An embedding layer encodes an industry sector vector representing categorical features of the sector to which the company belongs. A concatenated vector is calculated from the earning call representation call representation vector, the time series vector, and industry sector vector. A discriminative network predicts a direction of price movement of the stock over a future time period after a new earning call conference according to the concatenated vector.Type: ApplicationFiled: September 24, 2020Publication date: March 24, 2022Inventors: Zhiqiang Ma, Chong Wang, Xiaomo Liu
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Publication number: 20220036387Abstract: A method of forecasting is provided. The method comprises forecasting, with a number of univariate models, a number of company-level metrics for a company over a specified time period according to company-specific historical data. A multivariate model is also used to forecast the company-level metrics over the specified time period according to the company-specific historical data and sector-level historical data related to an industry sector to which the company belongs. The forecasts of the univariate models and the multivariate model are combined into an ensemble model, which then forecasts the company-level metrics over the specified time period.Type: ApplicationFiled: July 29, 2020Publication date: February 3, 2022Inventors: Antony Papadimitriou, Urjitkumar Patel, Lisa Kim, Grace Bang, Azadeh Nematzadeh, Xiaomo Liu
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Publication number: 20220027387Abstract: A method, apparatus, system, and computer program product for processing news items. A computer system receives news items from a network. The computer system identifies relevant news items in the news items based on events in the news items that relate an ability for set of operators to operate a set of properties. The computer system determines a context for the events in the relevant news items. The computer system clusters the relevant news items according to the events in the relevant news items into clusters based on the events such that the relevant news items about the same events are grouped together in the clusters. The same events are determined using the context for the events. The computer system matches the events in the clusters to transactions for the set of properties for the events to form matched transactions. The computer system performs actions for the matched transactions.Type: ApplicationFiled: July 27, 2020Publication date: January 27, 2022Inventors: Chong Wang, Cesar Romero, Antony Papadimitriou, Xiaomo Liu
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Patent number: 11102314Abstract: A method of identifying and presenting accounts and postings of a social media system may include: retrieving, via at least one communication interface of the social media system, account information for a plurality of social media accounts; classifying, based on the retrieved account information, the plurality of social media accounts according to account type; ranking, based on the retrieved account information, the plurality of social media accounts according to perceived importance or influence; storing, in an account database, a representation of a subset of the plurality of social media accounts having a ranking greater than a predetermined threshold; retrieving, via the at least one API, postings of the stored social media accounts; and generating, for display on a user system, a user interface to present the retrieved social media postings for the stored accounts organized according to at least one of: account type, or ranking.Type: GrantFiled: September 22, 2017Date of Patent: August 24, 2021Assignee: THOMSON REUTERS ENTERPRISE CENTRE GMBHInventors: Xiaomo Liu, Sameena Shah, Xin Shuai, Armineh Nourbakhsh
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Publication number: 20210109954Abstract: A framework for an automated news recommendation system system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: ApplicationFiled: January 31, 2020Publication date: April 15, 2021Inventors: Chong Wang, Lisa Kim, Grace Bang, Himani Singh, Russell Kociuba, Steven Pomerville, Xiaomo Liu
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Publication number: 20210110475Abstract: A framework for an automated news recommendation system for financial analysis. The system includes the automated ingestion, relevancy, clustering, and ranking of news events for financial analysts in the capital markets. The framework is adaptable to any form of input news data and can seamlessly integrate with other data used for analysis like financial data.Type: ApplicationFiled: January 31, 2020Publication date: April 15, 2021Inventors: Himani Singh, Lisa Kim, Grace Bang, Chong Wang, Russell Kociuba, Steven Pomerville, Xiaomo Liu