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Page 1: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview
Page 2: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Business Methods Customer Partnership Meeting

Director’s Update FY2018Tariq Hafiz

Director

Technology Center 3600

[email protected]

Page 3: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Why are we here?

The Partnership Meeting is anopportunity to bring stakeholderstogether to share ideas, experiences,and insights and to provide a forumfor an informal discussion of manytopics specific to the BusinessMethods area.

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Page 4: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Business Methods Art Units and SPEs

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Page 5: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Top Assignees for Patent Grants in Class 705 (USPC)

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Page 6: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Filing Trends in Business Methods

6

0

5000

10000

15000

20000

25000

30000

FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017

Appl

icat

ions

File

d

RCE Filings Serial Filings

Page 7: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Business Methods RCE Inventory Progress FY2017

7

0

500

1000

1500

2000

2500

3000

3500

4000

4500

Feb March April May Jun July Aug Sept Oct Nov Dec Jan

BM Total RCE Inventory BM RCEs > 4 months RCEs over 5 Years

Page 8: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Examiner Growth/Patent Grants

• Data on this chart represents Examiner counts at the end of a fiscal year and does not include Examiners currently in the Patent Training Academy

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Page 9: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Business Methods Allowance Rates

9

13.2

%

22.7

%

23.2

% 27.9

% 32.5

%

27.6

%

10.4

%

6.1%

14.5

%

22.5

%

36.9

% 39.7

%

48.3

%

56.0

%

49.1

%

18.5

%

11.0

%

23.4

%

F Y 2 0 0 9 F Y 2 0 1 0 F Y 2 0 1 1 F Y 2 0 1 2 F Y 2 0 1 3 F Y 2 0 1 4 F Y 2 0 1 5 F Y 2 0 1 6 F Y 2 0 1 7

PERC

ENT

ALLO

WED

OF

DIS

POSA

LS

FISCAL YEAR

AllowanceRate withRCE Disp

AllowanceRatewithoutRCE Disp

Page 10: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Data Update: Business Methods Pendency in Class 705 (USPC)

10

15.9 15.6

20.2

24.127.2

31.429.4 30.3

33.3

36.6

0

5

10

15

20

25

30

35

40

2013 2014 2015 2016 2017

Mon

ths

End of Year (FY)

Pendency in Class 705 (USPC)

Pendency to 1st Action Pendency to Issue/Aban

Page 11: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Oldest Pending Case in the Art Units (MPEP §707.02)• Managers are reviewing the prosecution history of

the oldest pending cases in their Workgroups to resolve any outstanding issues and advance prosecution.

• Proactive approach that results in improving pendency and customer satisfaction.

• Examiners can receive the assistance, when necessary, to get the case back on track.

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Business Methods Initiatives

Page 12: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Bank of Hours

• This bank of hours serves as additional training time to allow Examiners to learn and apply methods from various 35 U.S.C. 101 training topics.

• The initiative has been instrumental in increasing the knowledge and experience of Patent Examiners and in effectively addressing case specific 35 USC 101 related arguments.

• We are continuing the bank of training hours for the Business Methods areas on a case by case basis.

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Business Methods Initiatives

Page 13: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Training• Office-wide training is provided to all SPEs and

Examiners

• Topic specific modules are provided to Art Units and Workgroups as needed

• Resources including SPEs, Quality Assurance Specialists, Appeals Specialists, Primary Examiners, and TC Trainers assist with presenting training

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Business Methods Initiatives

Page 14: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Business Methods has hosted various large and small technology leaders across diverse industry sectors. Recently:

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Patent Examiner Technical Training Program (PETTP)

Page 15: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Interested participants should contact the USPTO and identify their area of expertise by filling out the online form available at:

• https://www.uspto.gov/PatentExaminerTechTraining, or • By sending an email to

[email protected].

In an effort to allow for more flexibility in delivering training for those who elect not to travel, training can be delivered using webinars (web-based seminars) in this program.

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Patent Examiner Technical Training Program (PETTP)

Page 16: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

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Business Methods Webpage Updatewww.uspto.gov/businessmethods

Page 17: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

3/3/2018 17

• Consistent, good traffic on the webpage 3,200 total pageviews since launch 650 average pageviews per month 500 unique pageviews per month

• 3 minutes spent on average visiting the web page, which is significant

• 240 visitors accessed the Guidance and training materials section, indicating usefulness

• New content creates continuing interest in the webpage

Business Methods Webpage Updatewww.uspto.gov/businessmethods

0100200300400500600700800900

Sep 17 Oct 17 Nov 17 Dec 17 Jan 18

607532 510

577

404

855

651 646753

556

Business Methods Webpage Traffic

Unique Pageviews Pageviews

Page 18: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

The Patents Ombudsman Program enhances the USPTO’s ability to assist applicants or their representatives with issues that arise during patent application prosecution.

Contact info:• Email: [email protected]• Website: https://www.uspto.gov/patents/ombudsman/jsp• Phone: 571-272-5555 or 1-855-559-8589 (toll free)

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Resources: Patent Ombudsman Program

Page 19: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Interview Specialists are subject matter experts in each Technology Center (TC) on interview practice and policy. They are available to assist both applicants and examiners in interviews, as needed, including facilitating interviews by assisting with technical issues which may arise (e.g. WebEx problems, public interview room setup) and helping to ensure that the interview goes smoothly.

Contact info:• Email: [email protected]

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Resources: Interview Specialist

Page 20: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

The IAC provides patent information and services to the public. The IAC is staffed by former supervisory patent examiners, experienced primary patent examiners, various intellectual property specialists, and attorneys who can answer general questions concerning patent examining policy and procedure.

Contact info:• Phone: 571-272-1000 or 1-800-786-9199 (toll free)

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Resources: Inventors Assistance Center (IAC)

Page 21: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Call for topics, presenters and panelist

If you are interested in participating ina future Partnership Meeting or haveideas for future topics please email usyour contact information along withpotential discussion topics.

Email: [email protected] or fillout the speaker interest form on theBusiness Methods website

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Page 22: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview

Questions?

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Page 23: Business Methods Customer Partnership Meeting - uspto.gov · Oldest Pending Case in the Art Units ... and TC Trainers assist with presenting training 13 Business Methods ... Interview