Follow-up suggestions

What a suggestion is

In the Suggestions region, Check for follow-ups runs the follow-up rules over the case as it is stored now. The region says what the result is: "Follow-up searches suggested by deterministic rules (suggestion_rules_v1, no language model), each with the rule that fired and the evidence it read. A suggestion is not evidence and not a finding, and nothing is sent from here." The same case state always gives the same suggestions.

The rules suggest a search when:

an accepted claim feature is not in the plan, because it was accepted after the plan was made;
no reference meets a recited sequence or an identity floor at interactive depth, and no deep search of that SEQ ID NO is planned or sent;
a variant's pattern search was not run;
a reference holds only imported hits, and no search of the SEQ ID NO they declare was sent.

Each suggestion names its kind, for example Deep search or Pattern search across the full corpus, and Why this follow-up names the rule that fired and the evidence it read. A search already planned or sent is never suggested again.

The Suggestions region of a synthetic case: a proposed deep search with its rule and explanation open, an accepted suggestion waiting for a plan version, a suggestion already in plan version 2, a rejected pattern search with its reason, and a note where a rule suggested nothing. — Follow-up suggestions, each with the rule that fired and the evidence it read. Screenshot of the product's test fixtures: placeholder records and patent numbers, not search results.

Decide and add to a plan

For each suggestion choose Accept or Reject; a reason is required to reject. Accepted suggestions wait under "Accepted, not yet in a plan" until you add them to a new plan version. That version is made from the accepted suggestions only, and nothing is sent from the Suggestions region: "Open the Plan region to send them". Deep and pattern searches still ask for confirmation when they are sent.

"Where a rule suggested nothing" lists the cases where a rule looked and found nothing to suggest, with the reason.

Limits

An empty list is not a statement that the search is complete: "suggestion_rules_v1 suggests no follow-up for the current state; this is not a statement that the search is complete."
When the case changes after a check, the region says: "The case has changed since these suggestions were made. Check for follow-ups again before adding accepted suggestions to a plan."
No language model is used. Only the case owner checks for, decides on and adds suggestions.