Sequality

Search plans

What the planner does

Once claim features are accepted, the case owner chooses Generate plan in the Plan region. The plan says what it is: "A recommendation from the deterministic planner (planner_v1): which searches to run and why. It is not evidence and not a finding."

The planner is a rule engine with explanations. No language model is used anywhere in it, and it reads no clock, randomness or environment, so the same accepted features give the same plan, byte for byte. For each accepted feature it recommends searches:

A nucleotide item states that both strands are searched. When the application number is known, every search excludes the application's own filing. Each item carries a completion estimate.

The Plan region of a synthetic case: the planner's statement, the prior-decisions note, the plan version with Generate plan, and the table Searches in this plan version listing five items with their search, claim group, tool and depth, and status. Item 2, a deep search, is open beside the table with its SEQ ID NO, corpus snapshot, completion estimate, Why this search and its decision form.
A search plan from the rule-based planner, with one item open beside the list. Screenshot of the product's test fixtures: placeholder records and patent numbers, not search results.

What every item shows

The plan version's items are listed in one table, "Searches in this plan version", with the columns Item, Search, Claim group, Tool and depth and Status, and Sent once an item has been sent. Show detail opens an item beside the list; on a narrow screen or at a high zoom level it opens below the list. Back to list returns focus to the item's row, and Hide detail closes it. A reason you type for one item is kept while you look at another.

An open item shows its SEQ ID NO, its depth (Interactive or Deep), the corpus snapshot it will run against, and its estimate. Why this search names the rules that fired, the inputs they read, and what would change the recommendation.

Every accepted feature is accounted for. One that no rule plans is listed under "Features with no search planned" with the reason, for example a fusion component written as text rather than as a SEQ ID NO.

Decide and send

For each item, open it and choose Accept, Reject or Revise, then Record decision. A revision can change the depth or the databases to search.

Execute accepted items sends the accepted items through the ordinary search path. Searches that use the deep-search quota are named in one confirmation, "Send these searches that use deep-search quota?", before Send these searches. If the answer is lost, executing again cannot send an item twice.

Deep-search limits and over-limit batches

Deep searches past the number you may run at once move to later batches, each sent once an earlier batch has finished. Deep searches you may not run at all, or that are past your remaining quota, move into a text-only request draft for a specialist search team. Nothing is sent from that draft; sending and tracking such requests is planned.

How long the plan should take gives the plan's estimate when every item has a measured range, and says so when one does not.

Limits