Patent Document ID: 9785304
Application ID: 14530397

Base Claim:
1. A system for providing a contextual search tool that improves search results presented to a user, the system comprising: one or more memory devices; and one or more processing devices operatively coupled to the one or more memory devices, wherein the one or more processing devices are configured to execute computer-readable program code to: receive a search from the user; determine the search results to display in a contextual search interface based on the search; display the search results in a search results section of the contextual search interface, wherein the search results comprise a list of the search results; display content in a content section of the contextual search interface, wherein the content is for at least one of the search results from the search results section, and wherein the content section and the search results section are different sections; determine dynamic contextual information based on the search from the user and a household profile of the user, wherein the dynamic contextual information comprises household profile information associated with the household profile of the user, wherein the household profile information comprises profile information for a first individual and a second individual other than the user, wherein the profile information comprises at least a role of the first individual and a role of the second individual, the first individual and the second individual having different roles within the household profile, and wherein determining the search results and the dynamic contextual information is further based on the roles of the first and second individuals; display the dynamic contextual information in a dynamic contextual information section of the contextual search interface, wherein the dynamic contextual information section is different from the search results section and the content section; receive, via the dynamic contextual information section of the contextual search interface, contextual information input from the user, wherein the contextual information input comprises at least an edit to household profile information within the household profile used to update the search; determine the user would like to communicate with an advisor based on the search or contextual information input from the user; identify favorite advisors of at least one individual in the household profile; determine an advisor to present to the user based on the favorite advisors of the at least one individual in the household profile; initiate communication between the advisor and the user; provide the advisor with access to the search; receive input from the advisor related to the search; determine updated search results, updated content, and updated dynamic contextual information based on the contextual information input from the user and the input from the advisor; and display the updated search results in the search results section, the updated content in the content section, and the updated dynamic contextual information in the dynamic contextual information section.

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Claim 4:
4. The system of claim 1 , wherein the one or more processing devices are configured to execute computer-readable program code to: determine a portion of the household profile to use in determining the search results or the updated search results, or the dynamic contextual search or the updated dynamic contextual search, and wherein determining the portion of the household profile to use is based at least in part on the search received from the user.