Systems and methods for managing information disclosure statement (IDS) references

• US 20030167181A1
• Filed: 03/01/2002
• Published: 09/04/2003
• Est. Priority Date: 03/01/2002
• Status: Abandoned Application

• Current Assignee: FoundationIP LLC (Clarivate Plc)
• Original Assignee: Schwegman Lundberg & Woessner PA
• Inventors: Sinha, Pradeep, Lundberg, Steven W., Kalis, Janal M., Jain, Shal
• Application Number:
  US10/087,561
• Publication Number:
  US 20030167181A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/184 Intellectual property management

Abstract

Systems and methods manage information disclosure statement (IDS) references.

Claims

1. A system for managing information disclosure statement (IDS) references, comprising:

a computing system;

a first software component operable on the computing system to generate a plurality of IDS forms; and

a second software component operable on the computing system to manage IDS references for at least one organization;

wherein each organization only has access to its own IDS references.

2. The system as recited in claim 1, further comprising:

a third software component operable on the computing system to provide a presentation for managing the IDS references associated with each matter of the at least one organization.

3. The system as recited in claim 2, further comprising:

a fourth software component operable on the computing system to manage matters for the at least one organization;

wherein the second software component is a part of the fourth software component.

4. The system as recited in claim 3, further comprising:

a fifth software component operable on the computing system to manage activities within matters;

a sixth software component operable on the computing system to manage organizations;

a seventh software component operable on the computing system to manage tasks within matters;

an eighth software component operable on the computing system to provide communications; and

a ninth software component operable on the computing system to provide security;

wherein the third, fourth, fifth, sixth, seventh, eighth, and ninth software components are capable of interfacing with the first and second software components in a patent prosecution enterprise application.

5. The system as recited in claim 1, wherein the IDS references comprise:

an IDS holder;

an IDS patents holder related to the IDS holder;

an IDS publications holder related to the IDS table; and

an IDS source holder to indicate how to access the stream of data associated with each IDS reference.

6. The system as recited in claim 5, further comprising:

a matter holder related to the IDS holder; and

an organization holder related to both the IDS holder and the IDS source holder.

7. The system as recited in claim 6, further comprising:

a database management system to manage the holders.

8. The system as recited in claim 7, wherein the holders are tables and the data management system is a relational database management system.

9. The system as recited in claim 8, wherein the holders are classes and the data management system is an object-oriented database management system.

10. A method for reporting, comprising:

receiving a report specification;

interpreting the report specification;

generating an answer file;

receiving a plurality of transformations to act on the answer file and a form definition file; and

providing a report.

11. The method as recited in claim 10, wherein the report is an information disclosure statement (IDS) form.

12. The method as recited in claim 10, further comprising:

receiving a question file;

wherein interpreting the report specification includes reading the question file.

13. A method for managing information disclosure statement (IDS) references, comprising:

receiving a request to add an new information disclosure statement (IDS) reference to a first matter;

searching for all matters related to the first matter; and

adding the new IDS reference to selected matters related to the first matter.

14. The method as recited in claim 13, further comprising:

selecting only those matters related to the first matter with a matter type that supports IDS reference management and only those matters having an appropriate stage.

15. The method as recited in claim 13, further comprising:

presenting a list of IDS references for a second matter, wherein the second matter is related to the first matter; and

indicating the new IDS reference in the list originated in the first matter.

16. The method as recited in claim 15, further comprising:

indicating the new IDS reference is unmarked and unreviewed.

17. A system for managing information disclosure statement (IDS) references, comprising:

a computing system;

a presentation layer operable on the computing system to present an information disclosure statement (IDS) reference inventory system;

a business logic layer operable on the computing system to manage the IDS reference inventory system and to generate IDS forms; and

a data layer operable on the computing system to manage the data associated with the IDS reference inventory system.

18. The system as recited in claim 17,

wherein the computing system comprises:

a web server;

at least one browser in communication with the web server; and

a file system accessible to the web server;

wherein the presentation layer, the business logic layer, and the data layer operate on the web server.

19. The system as recited in claim 17,

wherein the computing system comprises:

a web server;

at least one browser in communication with the web server; and

a database management system accessible to the web server;

wherein the presentation layer and the business logic layer operate on the web server and the data layer operates on the database management system.

20. The system as recited in claim 17,

wherein the computing system comprises:

a web server;

at least one browser in communication with the web server;

an application server in communication with the web server; and

a database management system in communication with the application server;

wherein the presentation layer operates on the web server, the business logic layer operates on the application server, and the data layer operates on the database management system.

21. A computer-readable medium storing computer-executable instructions for performing a method, the method comprising:

providing a presentation capable of associating at least one information disclosure statements (IDS) reference to at least one matter; and

providing a presentation capable of listing each IDS reference associated with each matter.

22. The method as recited in claim 21, further comprising:

providing a presentation capable of generating an IDS form for at least one matter.

23. The method as recited in claim 21, further comprising:

providing a presentation capable of modifying at least one IDS reference associated with at least one matter.

24. The method as recited in claim 21, further comprising:

providing a presentation capable of deleting at least one IDS reference associated with at least one matter.

25. The method as recited in claim 21, further comprising:

providing a presentation capable of searching all IDS references associated with one matter.

26. The method as recited in claim 21, further comprising:

providing a presentation capable of searching all IDS references owned by one organization.

27. The method as recited in claim 21, further comprising:

providing a presentation capable of marking at least one IDS reference associated with at least one matter.

28. The method as recited in claim 21, further comprising:

providing a presentation capable of updating a review status of at least one IDS reference associated with at least one matter; and

providing a presentation capable of showing the review status of each IDS reference associated with at least one matter.

29. The method as recited in claim 21, further comprising:

restricting access to IDS references so that each organization only has access to its own IDS references, unless an individual from a first organization is invited into a matter of a second organization.

30. The method as recited in claim 21, further comprising:

providing an accounting system to track costs associated with storing IDS references.

31. The method as recited in claim 21, wherein

presentation capabilities for each individual are determined based on their role in a matter and an organization associated with each individual.

32. The method as recited in claim 21, further comprising:

providing a presentation capable of uploading a stream of data associated with the at least one IDS reference.

33. The method as recited in claim 32, further comprising:

providing a presentation capable of downloading the stream of data associated with the IDS reference.

34. The method as recited in claim 32, further comprising:

providing links for various applications capable of opening and displaying the stream of data.

35. The method as recited in claim 21, further comprising:

providing a presentation capable of uploading a plurality of streams of data associated with IDS references, the IDS references being associated with a plurality of matters.

36. A system, comprising:

a host organization managing a plurality of matters; and

a plurality of attorneys some of which belong to different law firms associated with the plurality of matters;

wherein a first set of attorneys of the plurality of attorneys are associated with a first law firm and have access to selected matters in the plurality of matters, but have no access to other matters in the plurality of matters;

wherein attorneys other than those in the first set of attorneys are associated with at least one law firm other than the first law firm and have access to matters other than the selected matters;

wherein a reference associated with one of the selected matters is propagated to a new matter that is not in the selected matters;

wherein the attorneys other than those in the first set of attorneys do not have access to the new matter.