- Clearer Query Construction
- Increased Transparency Through Reasoning Summaries
- More Reliable and Readable Charts
- Up‑to‑Date Context via Web Search Integration
- Prompt Language Updates
- Easier Access to Protégé from PatentSight+
(Period covered: Improvements delivered over the last four weeks.)
Overview of updates
This month’s release focuses on three core themes:
Clearer query construction
More transparent analysis
More reliable visual outputs
Our goal is simple: Analysts should be able to clearly see what Protégé is doing, understand why results look the way they do, and refine their analysis without unintended side effects.
These enhancements are especially impactful for:
Daily analysis — Improved concept-based queries and greater chart reliability
Stakeholder defensibility — Clear, structured reasoning summaries
Time-sensitive questions — Added web search context for stronger, faster answers
Clearer Query Construction
What has changed?
Protégé now constructs queries from explicit, modular concepts rather than implicit keyword groupings.
Why it matters
This reduces query drift and makes iterative refinement auditable without destabilising prior results.
Analytical behaviour
Queries are represented as modular concept blocks. Editing one concept (e.g., battery materials) leaves others (e.g., manufacturing processes) unchanged. Segment analysis allows controlled expansion via umbrella / sub‑domain relationships, preserving anchor terms.Intent
Make complex searches composable and auditable, so analysts can iterate quickly while maintaining traceability and minimizing query drift.-
Constraints & implications
Results are attributed at the concept level, enabling per‑concept reasoning summaries
Expanding a concept increases recall but may change comparability with prior runs
Concept boundaries, not raw keywords, now anchor analysis
Example
An analyst replaces “energy storage” with the sub‑domain “solid‑state electrolytes” while keeping manufacturing and geography concepts unchanged, preserving comparability with earlier analyses.
Increased Transparency Through Reasoning Summaries
What has changed?
Protégé now provides structured reasoning summaries alongside insights, separated from the final conclusions for easier review.
Why it matters
This improves defensibility: analysts can validate how an insight was formed before sharing it with stakeholders or reusing it in a repeatable workflow.
Analytical behaviour
Protégé attaches a concise reasoning summary that explains the steps behind the conclusion. Reasoning is logically separated from the main insight to make scanning and auditing easier.Constraints & implications
Summaries reflect high‑level analytical steps (e.g., “filtered by concept A, grouped by reporting date, compared top decile vs median”), not raw model internals, to balance transparency with clarity.-
Example
An analyst asks: “Which assignees are strengthening positions in solid‑state batteries over time?” Protégé returns an insight and a reasoning summary indicating it:filtered by the concept solid‑state electrolytes,
grouped results by reporting year, and
compared top‑decile assignees against the median trend.
The analyst can now copy the insight into a slide with a defensible “method line” that matches the analysis.
More Reliable and Readable Charts
What has changed?
Charts are now clearer, more consistent, and more faithful to the underlying results and narrative.
Why it matters
This reduces cognitive load and lowers the risk of misleading visual inference—especially when analysts compare trends across time, segments, or entities.
Analytical behaviour
Each query renders one primary visualization for focus. Results can be grouped by reporting date to highlight temporal patterns. Line charts render linear timeline (e.g., no year gaps). Bubble charts have labels and adjusted axis to improve readability. Textual explanations of charts are synchronized with what is on screen.Constraints & implications
Narrative generation is constrained to visible aggregates and acknowledged gaps, improving faithfulness and limiting hallucinated trends.Example
A line chart showing patent publications by year (2015-2025) will show no visual gap when 2020 is zero. The accompanying text will state “no publications in 2020” rather than implying a continuous trend.
Up‑to‑Date Context via Web Search Integration
What has changed?
Protégé can now use a web search endpoint to retrieve fresher context when recency is likely to materially affect the answer.
Why it matters
This reduces drift on time‑sensitive topics (e.g., recent company activity), while keeping core analytical behaviour stable and predictable.
Analytical behaviour
Web search is invoked selectively when recency is likely to change an answer. Where available, responses include links or references to consulted sources.Constraints & implications
Addition reduce drift on time‑sensitive topics, while keeping the core analytical model stable.Example
When assessing recent competitor activity, Protégé may consult public sources to contextualise an insight, then provide links so the analyst can verify recency claims quickly.
Prompt Language Updates
What has changed?
Prompts and system phrasing now align more closely with PatentSight+ wording and style, improving consistency in outputs.
Why it matters
More consistent phrasing reduces rework: analysts get responses with a steadier structure, clearer terminology, and fewer “style surprises” across sessions.
Analytical behaviour
Updated prompt scaffolding favours clearer task framing and consistent terminology.Constraints & implications
Tighter prompts lead to more stable tone and structure in generated text, improving readability and reducing rework.Example
An analyst running the same type of comparative query across different owners should see more consistent headings, terminology, and summary structure - making results easier to compare and reuse.
Easier Access to Protégé from PatentSight+
What has changed?
A new Protégé tile has been added to the PatentSight+ homepage, making it faster to start a new Protégé task.
Why it matters
This reduces friction between resuming structured work (e.g., Customer Analysis) and starting exploratory analysis in Protégé - useful when analysts move from reporting to investigation.