Feature Matrix Reference

This reference covers the full set of tools and controls available in the Feature Matrix. For the core workflow (defining elements, adding references, filling coverage, and reviewing results), see Map coverage with the Feature Matrix.

Navigating the Matrix

Click any cell to select it and open the detail panel. Use arrow keys to move between cells. Press Escape to deselect. The detail panel follows your selection automatically.

Coverage levels

Each cell in the matrix has a coverage level:

Level	Meaning
Yes	The reference clearly covers this element
Maybe	The reference may cover this element — partial or ambiguous match
No	The reference does not cover this element
Unknown	Not yet evaluated

AI assigns these levels during the Fill coverage step. You can override any cell manually using the buttons in the detail panel.

Evidence

Each cell can contain multiple evidence blocks — quoted passages that support the coverage determination. Each block shows:

The extracted text
The source location (e.g., column and line numbers, paragraph reference)
Whether it was added by AI or by a user
A View in context link that opens the passage in the patent viewer

Adding evidence manually: Click Add evidence in the detail panel. Paste the relevant text and note the source location. If you've highlighted passages in the patent viewer, those annotations appear in a searchable dropdown so you can link them directly.

Refreshing reasoning

If you've changed evidence on a cell and want the AI to reconsider, click the refresh icon next to the Reasoning heading in the detail panel. This re-evaluates the coverage level and reasoning based on current evidence without searching for new passages.

Color modes

The Matrix uses color to show coverage at a glance. The default meaning of green and red adapts to your project type:

Coverage	Invalidity	Novelty	FTO
Yes	Green (evidence found)	Red (evidence found)	Red (evidence found)
No	Red (no evidence found)	Green (no evidence found)	Green (no evidence found)

Use the color mode dropdown in the toolbar to switch between:

Default — Standard color mapping for your project type
Inverted — Flips green/red, useful for seeing the data from the opposing perspective

Toggle Colors off entirely for a neutral view when you want to focus on the data without visual weighting.

Transpose

Click Transpose in the toolbar to flip the matrix orientation:

Normal view — Elements as rows, references as columns
Transposed view — References as rows, elements as columns

Transposing is useful when you have many elements and fewer references, or when you want to read coverage patent-by-patent rather than element-by-element.

Filtering

Click Filter in the toolbar to narrow the visible references based on coverage:

Has this element — Show only references with Yes or Maybe coverage for selected elements
Missing this element — Show only references lacking coverage for selected elements

You can combine multiple filters. The active filter count appears on the button. Click Clear all to reset.

Row summaries

Each element row ends with a summary showing:

Colored dots — One per reference, showing coverage at a glance
A pattern label — Summarizing the overall coverage picture for that element

Pattern labels adapt to your project type:

Pattern	Invalidity / Novelty	FTO
All references cover it	Well-established	High risk
Some references cover it	Partial	Moderate risk
No references cover it	Not found	Low risk
Unclear	Uncertain	Uncertain

Adding elements

Click + Add Elements in the toolbar. Two options:

Generate with AI — Amplified analyzes your project description and proposes elements. On the review screen you can:

Uncheck items you don't need
Click the pencil icon to edit text inline
Type optional instructions (e.g., "focus on the sensing mechanism") and click Regenerate for a new set
Use Select all / Clear all to toggle the batch

Enter manually — Assign an ID (e.g., "E2a"), a short label, a group name for organizing related elements, and the full element text.

Adding references

Click Add Reference in the toolbar. Two tabs:

From search results — Shows patents marked as relevant in your project. Filter by UCID, title, or assignee. Select multiple patents with checkboxes and click Add to matrix.

Enter manually — For patents, type a patent number into the search field. For non-patent literature, enter a name, document number, and year.

When you add a reference to a matrix that already has coverage, AI filling starts automatically for the new reference.

Filling coverage for a single reference

To run AI analysis on just one reference (instead of the full matrix), click the menu icon next to the reference name in the detail panel and choose Fill coverage.

Removing elements and references

Remove an element: Hover over its row and click the menu icon, then Remove element.

Remove a reference: Select a cell in that column, open the detail panel menu, and choose Remove reference. You'll be asked whether to also delete AI-generated annotations from the patent or keep them.

Export

Click Export in the toolbar to download the matrix as an Excel spreadsheet. The export includes all elements, references, coverage levels, evidence text, and reasoning.

→ Map coverage with the Feature Matrix — the core workflow from start to finish

→ Annotate patent text — manual annotations that can be linked as matrix evidence

→ Export your results — other export options in Amplified