Workbench

Insightloupe has a dedicated server that allows users to use utilities like Data Download, Relevancy Screening, Bulk Summaries, etc. while working on a project. Users can download the data and then use the downloaded data in their projects without any third-party legal obligations. Access the workbench by clicking here

Below are various utility tools available on Workbench:

• Patent Data Downloads
  • Patent Data Download
  • EP Validations
  • Sadiq Conversion
• Relevancy Screening
• Data Analysis
  • Analyze Patents
  • Generate Non Patent Summary
  • Create New Prompt
• Taxonomy Builder
• Query Builder
• CPC Explorer
• Bulk Company Profile
• Patent Understanding
• Patentibility Kickstarter
  • Filter and Search Previous Jobs

Patent Data Downloads

The Patent Data Downloads are further categorized into 3 different categories:

• Patent Data Download
• EP Validation
• Sadiq Conversion

Patent Data Download

This option enables the user to fetch all the bibliographic information, simple family members, and images related to patent publications.

1. Click on the patent data download tab.
2. Download the template using the “Download template” option
3. Populate the data in the Excel file.
4. If you also want to download data of simple family members of the uploaded patents, select the “Fetch details for simple family members” checkbox.
   • This will fetch the data for the requested patent number(s) along with their simple family members.
5. If you also want to download images related to patent publication, select the “Extract first images for the publications” checkbox.
   • This will download the images for the patent that the user is downloading. The downloaded images are stored on Insightloupe and when the user uploads data to any project then these images will also be displayed in the drawings tab.
6. Click on the “select Excel file” option and upload the file
7. Click on the “upload” button.
8. To download the data, click on the link under the output column of List of previous download requests.

EP Validations

This only allows users to upload EP patent numbers. This option enables the user to fetch all the bibliographic data, EP register events, and validation details of the patent publication.

1. Click on the EP Validation tab.
2. Download the template using the Download Template option.
3. Populate the data in the Excel file.
4. Select the Extract Validation Details checkbox if you want to fetch the Validation details and Validation chart data along with the Bibliographic and Register Event of the uploaded EP patents.
   • If the checkbox is unselected only bibliographic data and register events will be downloaded.
5. Click on the Select Excel file option and upload the file.
6. Click on the Upload button.
7. To download the data, click on the link under the output column of List of previous download requests.

Sadiq Conversion

This option enables users to convert values from mol% of compound to weight% and vice-versa. Follow the steps provided below to convert the values:

1. Click on the Sadiq Conversion tab.
2. Download the template using the Download Template option and populate the excel file.
   • While populating the excel file, please provide the compound formula instead of compound name e.g: SiO2 instead of Si oxide.
3. Select the conversion type Weight to Mol or Mol to Weight in which you want to convert the min and max values of the compound
4. Click on the Select Excel file option and upload the file.
5. Click on the Upload button.
6. To download the data, click on the link under the output column of List of previous download requests.

Relevancy Screening

This feature enables users to preform the R/NR analysis of a set of patents. The relevancy screening uses the training data set (provided by user in excel template) or already trained model for a specific client to perform the R/NR analysis on the set of patents. Follow the steps provided below to perform the R/NR analysis:

1. Click on the Relevancy Screening option on the Workbench.
2. Download the template using the Download Template option.
3. The excel file will have Training and Testing sheet.
   • Training: This sheet contains two columns: Patent Number and Relevancy. Provide a sample set of manual analysis in this sheet. Below are best practices to prepare training data:
     • Training set should at least have 30 relevant and 30 not relevant patent so that model has sufficient data to learn from.
     • There should be a significant ratio of both relevant and non-relevant documents.
     • In the Training Sheet mark the relevant as 1 and non-relevant patent as 0.
   • Testing: This sheet contains only 1 column: Patent Number. Provide a list of patent numbers that you want the system to analyze automatically.
4. Enter the Name of the Job in the field.
5. In the Client dropdown enter the client’s name for which you are doing the relevancy screening.
   • The generate trained model for that client can be reused using the client’s name in future updates of the same project.
6. In the Charge code field, enter the Charge Code of the project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
7. Select the fields from the patent that is to be used for the training the classification modal.
8. Click on the select file option and upload the excel file and click on the Upload button.

The output excel file will have following sheets:

• Summary: This sheet will include the count of total documents in the testing sheet, the count of relevant documents, non-relevant documents, and remaining documents (those whose relevance status couldn’t be marked with very high probability).
• Relevant Doucments: This sheet include all the patents which are identified as relevant with 97% accuracy.
• Non-Relevant: This sheet include all the patents which are identified as non-relevant with 97% accuracy.
• Remaining Doucments: This sheet includes all the patents whose relevance status couldn’t be marked. For the remaining patents, their relevance probability will be mentioned next to the patent number. Patents with a relevance probability below 50% will be termed as non-relevant, while those above 50% will be termed as relevant. However, the user needs to manually analyze the patents in the remaining sheet for better accuracy.

Data Analysis

This feature enables users to generate and export different types summaries for multiple patents or Non Patents documents at once. These summaries allow users to quickly understand the document in the required context.

Analyze Patents

Follow the steps provided below to analyze patents:

1. Click on the Bulk Summaries option on the Workbench.
2. Download the template using the Download Template option.
   • In the template add the patent number for which you want to generate the summaries.
3. Enter the Job name, client, and Domain in the respective fields.
   • The Patent summaries will be generated in context to the Domain provided by the user.
   • By using the {{domain}} format in the custom prompt, you can input the domain (entered in the Domain field) into different sections while creating the custom prompt.
4. In the Charge code field, enter the Charge Code of the project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
5. Select the patent document type to generate the summaries:
   • Following are the available option to upload the patents number:
     • Upload File
       • Click on the Select file option and upload the excel file and click on the Upload button.
     • Add Patent Numbers
       • Enter patent numbers separated by line break, comma, or space and click on the Upload button.
6. The patent data will be fetched from the data server and once it’s complete click on Manage prompt button to select the summary type you want to generate corresponding to the uploaded patents.
7. In the Manage Prompt section, 6 default prompts will be available. Click on any of the available prompt to select one.
   • Evaluate a prompt by clicking the Evaluate button, which will generate summaries for a subset of first 5 patents in the uploaded excel file.
   • Users can also create a custom prompt to generate a different type of summary of the patent. Please refer to the Create New Prompt
8. Click on the Finalize button to finalize the summary type and go to the main page.
   • The User must evaluate the prompt once to finalize it.
   • The output file will only contain summaries generated for the finalized prompts. Summaries will not be generated for prompts that are not finalized.
9. Click on the Generate Summary button to generate the summary based on the finalized prompt.
10. After the generation is complete, an output file will be available under the output column.

Generate Non Patent Summary

Follow the steps provided below to generate summaries for non patent document type:

1. Click on the Bulk Summaries option on the Workbench.
2. Enter the Job name, client, and Domain in the respective fields.
   • The summaries will be generated in context to the Domain provided by the user.
   • By using the {{domain}} format in the custom prompt, you can input the domain (entered in the Domain field) into different sections while creating the custom prompt.
3. In the Charge code field, enter the Charge Code of the project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
4. Select the Non-patent document type to generate the summaries.
5. Click on the Select File option and upload the Excel file.
   • In the Uploaded excel file, add the data based on which you want to generate the summaries of the document.
   • Data in Each row will be considered as another document.
   • Data in multiple columns will be considered as multiple value of same document.
6. Once the Data is uploaded, click on the Manage prompt button.
7. Click on the Create New Prompt button to create a custom prompt based on which you want to generate summaries.
   • Please refer to the Create New Prompt section on how to create custom prompt.
   • Upon creation fo custom prompt, user will have the option to select the fields (column headers) on which they want to include in the analysis.
8. Click on the Evaluate button, to evaluate your custom prompt which will generate summaries for a subset of first 5 documents.
9. Click on the Finalize button to finalize the summary type and go to the main page.
   • The User must evaluate the prompt once to finalize it.
   • The output file will only contain summaries generated for the finalized prompts. Summaries will not be generated for prompts that are not finalized.
10. Click on the Generate Summary button to generate the summary based on the finalized prompt.
11. After the generation is complete, an output file will be available under the output column.
    • After the output is generated, the user can click the ‘View Prompt’ button to see the prompt used for that specific job.

Create New Prompt

Follow the steps provided below to create a new custom prompt:

1. Click on the Create New Prompt button on the Manage Prompt page.
2. Provide a Name to the custom prompt and provide the description in the field.
3. Select the fields based on which the summary will be generated to the patents.
4. Enter the Minimum Word Limit in the field.
   • Here Minimum Word Limit determines the required amount of content needed to generate the summary of patent. Eg if Abstract and Description are selected in the fields, then the total content from the provided fields (Abstract and Description) should be more than the Minimum Word Limit and if the content is less than the specified Minimum Word Limit, the summary will not be generated.
5. Enter the Context on the custom prompt.
   • The Context section should include the specific scenario for how you want to analyze the patent. For example: You are an expert in IP within the telecommunication domain.
6. Enter the Objective of the custom prompt.
   • The Objective section should outline how you want to summarize your patent and specify the key aspects to be included in the summary.
7. Enter the Formatting Guidelines and the Section you want generate in the summary and click on Update Button.
   • Formatting Guidelines will include details such as word limit for your summary, use of Bold or Italic to highlight key terms, etc.
   • The Section should outline how you want to structure your summary, specifying the different types of sections to include and the corresponding content for each section. For example, in a Feature and Benefits Analysis summary, you have a Key Features section that includes specific components, methods, or processes of the invention, an Advantages/Benefits section that details the advantages the invention offers, and a Limitations section.
8. Upon creating the prompt, Evaluate the prompt to review the generated summary till you are satisfied with the summary and then click on the Update button to save the changes

Taxonomy Builder

The Taxonomy Builder enables users to create high-quality hierarchical taxonomies with speed and clarity simply by specifying key details—such as the focus of the taxonomy (e.g., domain or technology area) and the purpose (e.g., the intended audience or the specific aspect being addressed). To create a taxonomy on Workbench, follow the steps provided below:

1. Click on the Taxonomy Building option on Workbench tool.
2. Enter the job name, client, and charge code of your project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
3. Provide the Focus of the Taxonomy and the Purpose of the taxonomy and click on the Submit button
4. Based on the input provided by the user, the model will create a draft taxonomy. You can further deep dive into each taxonomy header by interacting with the model and build the taxonomy.
5. Once you are satisfied with the taxonomy structure, enter Generate Taxonomy or Create Taxonomy, etc. in the input box to create the taxonomy on the rightside.
   • Automatically generate and add descriptions for each taxonomy node by asking the tool.
6. Click on the Export option to export the taxonomy in Insightloupe format in excel file.
   • The excel file will have 2 sheet, one sheet with the description of the taxonomy and one sheet with taxonomy structure that can be uploaded on Insightloupe.

Query Builder

The Query Builder is used by users to understand the concepts, identify and finalize key features, and construct search queries from the invention text. Follow the steps provided below to create query on workbench:

1. Click on the Query Building option on Workbench tool.
2. Enter the job name, client, and charge code of your project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
3. Provide the Background and Description of the and click on the Submit button.

Concept

The Concepts tab displays AI-generated related concepts along with their corresponding CPC classes. It also shows the keywords and synonyms associated with each identified concept. Based on these keywords and synonyms, search queries are automatically generated.

Users can click Regenerate Concepts to refresh the related concepts or manually add a new concept by selecting Add New Concept and entering a title and description. For each related concept, users can view the associated CPC class and its definition. Hovering the mouse over a CPC class name displays the cpc hierarchy table.

User can edit the description of concept by clicking on edit icon and delete the whole concept by clicking on delete icon.

Users can also regenerate CPC classes using the Regenerate Classes option or manually add a CPC class by clicking Add New CPC Class and providing the class name and its description.

By hovering over a CPC class card, users can select the magnifying glass icon to identify similar or narrower CPC classes. These can then be added to the CPC list for the selected concept or delete the selected concept.

AI generates keywords and synonyms for each related concept. Users can add additional keywords and synonyms using the Add Keyword option. Based on these, users can generate and manage multiple queries.

Invention Summary

The Invention Summary tab displays the invention summary, novelty, preamble, and key features extracted from the uploaded invention disclosure document. Users can edit the identified key features or add new ones by clicking the + icon.

Final Queries

In this tab, users can view and input the final queries that were created in the Concepts tab for each related concept.

Graph Queries

This tab allows users to generate graph queries based on the identified key features of the invention disclosure. To create a graph query, users can select the relevant key features from the dropdown and click the Generate button.

CPC Explorer

This feature enables users to identify relevant CPC Classes based on the description of idea, invention, or concepts. These CPC classes can used retrieve patents from different databases (Orbit, Patsnap, etc), or to identify how similar technologies are categorized when drafting claims, etc. Follow the steps provided below to identify relevant CPC classes:

1. Click on the CPC Explorer option on Workbench tool.
2. Enter the details about idea/invention/concepts to get the relevant CPC classes and click on Submit button.
3. The output will display a list of CPC classes associated with the key concepts from your description.
   • Hover over any CPC class to view its definition, including its parent classifications, using the built-in CPC viewer.
4. You can further engage with the tool using the chat interface to refine or retrieve more specific CPC classes for your invention or idea.
   • Click the + icon next to any CPC class to add it to the Selected CPC Classes section on the right-hand panel.
   • Alternatively, use the copy icon to quickly copy a CPC class and add it to your selection manually.

Bulk Company Profile

This feature allows users to generate and export comprehensive company profiles in a single go, streamlining the process of gathering key company information for analysis or reporting. Follow the steps provided below to generate company profiles:

1. Click on the Bulk Company Profile option on Workbench tool.
2. Enter the Job name, client, and Domain based on which you want to generate the company data in the respective fields.
3. In the Charge code field, enter the Charge Code of the project.
   • Click on Don't have charge code if your project charge code hasn’t been created yet, and then enter the project’s Opportunity ID in the provided field.
4. Provide the company name by either uploading the excel file or by adding company names in the textarea and click on Submit button.
   • Use the Download Template option to download a pre-formatted Excel template for data entry.
5. The system will generate a comprehensive output file containing key details for each company including company description, Products/Services, Business Highlights, headquater, etc.

Patent Understanding

This feature allows users to understand patent documents through AI-powered insights. It enables a detailed exploration of the patent by breaking it down into various different tabs, including:

• Text: Covers the title, abstract, claims, and full description of the patent.
• Background: Includes the Field of Invention, Background, and novelty.
• Problem/Solution Summary: Summarizes the technical problem addressed by the invention and the proposed solution.
• Drawings Details: Provides a detailed explanation of each drawing associated with the patent.

Follow the steps provided below to to use the patent understanding tool:

1. Click on the Patent Understanding option on Workbench tool.
2. Enter the Patent Number that you to understand in detail and click on Submit button.
3. The tool will automatically generate the above-mentioned tabs for each patent, providing detailed insights and structured information related to the patent content.

Patentibility Kickstarter

The Patentability Kickstarter Module is designed to assist users in rapidly understanding an invention and initiating a patentability assessment. It uses AI to translate, summarize, and identify the key features from invention disclosures and any supporting documents.

Using these key features, the system automatically compares the invention with the patent documents you’ve uploaded. It then helps user to quickly identify and shortlist the most relevant references, so you don’t have to sift through everything manually. Once shortlisted, these patents can be reviewed in more detail and easily included in your final patentability report.

Enter the following details to use the Pentantibility Kickstarter tool:

1. Name: Enter the Name of the job.
2. Client: Enter the name of client for that particular job.
3. Charge Code: Enter the charge code associated with that project.
4. Invention Text: Enter the Invention text for which you want to run Pentantibility.
5. Supporting Documents: Upload the supporting document which supports the invention. Document types can be PDF, Images (jpg, jpeg and png)

After submitting all the required details, the job will be created for user.

Invention Text

Invention Text is further divided into two tabs:

Invention Disclosure

This tab displays the background and description from the invention disclosure document. It also includes a chatbot, which by default provides a summary of the core concept and can respond to related questions. Invention Supporting Document File This tab displays the uploaded supporting document along with a brief summary for each page.

Query Builder

The Query Builder is used by users to understand the concepts, identify and finalize key features, and construct search queries from the invention text.

Please refer to the Query Builder section.

Analysis

In the Analysis tab, users can add related patents numbers and submit or run a PatSeer search query and create batches of patent document.

For each patent document, the system highlights the strength of the key feature mapping. A lighter green color indicates a weaker match, while a darker green color represents a stronger match between the key feature and the patent text.

By clicking on a patent number, users can view the specific sections of the patent that correspond to each key feature. Based on this comparison, users can shortlist relevant patents by selecting Shortlist option, which can later be used for report generation.

Users can visually mark important terms and phrases in the document by clicking the Keyword Highlighter option.

1. A side panel opens with keyword input fields and controls.
2. For adding new keyword click on Add new item and enter the keyword in the text field.
3. To Show or hide highlights, click on eye icon.
4. To delete the keyword set, click on delete icon.
5. Click on Activate all to Enable highlighting for all keywords at once.
6. After entering keywords, click Apply.

In the Analysis tab, click the Drawing/Image icon to open Drawing Details Viewer which enables users to inspect drawings alongside the text.

Report

In the Reports tab, users can create and preview the patentability report using the patents shortlisted in the Analysis tab. Follow the steps below to build a patentability report:

Build

Below are the steps to build a patentability report:

1. In the IPC Classes field, enter the IPC class and press Enter to add it.
2. Select the required database from the Database dropdown.
3. 3. In the Finalized Search Queries, add the query by selecting relevant fields and by selecting existing query or creating a new one.
   • The finalized queries must cover all the fields available for selection (such as Title, Abstract, Claims, Full Text, Drawings, IPC/CPC Classes, Assignees) either in a single query or multiple queries.
4. Click the Add Reference dropdown and choose the type of reference to include in the report.
5. For a Patent reference, select the patent number from the dropdown. This list includes patents shortlisted in the Analysis tab and users can add other non-shortlisted patents too.
6. Select the Type and Features from the dropdown and click Save Report.
   • For the shortlisted patent the feature will be pre-selected.
7. The original PDF document of the selected patent is fetched automatically.
8. If the original document is in a language other than English, enable the Machine Translated toggle. Upload the machine-translated PDF to continue the analysis.
9. Click Manage Annotation to further review and analyze the patent document.
   • Select the checkbox for the fields you want to highlight.
   • Multiple fields can be selected at the same time.
   • Click the highlight icon in the top-right corner, choose a highlight color, and select the text to annotate.
     • For the Claims field, enter the claim number (for example, 1, 3, 5).
     • For the Drawings field, enter the drawing number (for example, 1, 2A, 2B, 4B, 5D).
     • For the Description field, choose the annotation type such as Paragraph, Page + Line, or Column + Line.
       • For paragraph-based annotations, users can enter values such as 1, 0007, or 0012.
   • Click Save Changes to save your progress.
10. Click on Annotate Patent Text placed aside of Number Field

• Select the Text and click on Add to Annoations.
• On the right side, Annotations will be displayed, User can remove the saved annotations by clicking on cross icon.
• At the top of Right hand side, Select Keyword Hightlighter User can use it to highlight the keywords with different colors in the document.
• Once done, Click on Save Anntations.

Preview

In Preview Section of the Report, Users will be able to view the Report sections and their content and can copy the content from preview.

Files

This Tab will showcase the documents which are uploaded by the user, Users can preview the file by clickiing on Eye icon.

Mark as Analyzed

Once the user is done with the Analysis, they can click on Mark as Analyzed option from the top. The Job will be Marked as Analyzed.

Filter and Search Previous Jobs

From the list of all previously created jobs, users can filter and search for specific jobs related to Relevance Screening and Bulk Summarization. Follow the steps below to locate your desired job:

1. Go to the Previous Jobs section of the platform interface.
2. Use the available filters at the top:
   • State:
     • Click the dropdown to select the job state (e.g., COMPLETED, IN PROGRESS, etc.).
     • You can select multiple states if needed.
   • Client: Click the dropdown to select the name of the client linked to the job.
   • Name of the Job: Enter the job name (or part of it) in the text field to find matching results.
   • User name or email: Type the creator’s name or email ID to filter jobs by the person who initiated them.
3. Once the filters are applied, the job list below will automatically update to match your search criteria.