`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 1 of 93
`
`EXHIBIT L
`EXHIBIT L
`
`
`
`(12) United States Patent
`Davis
`
`) Patent No.:
`(10
`) Date of Patent:
`(45
`
`US 9.262,384 B2
`*Feb. 16, 2016
`
`US009262384B2
`
`(54)
`
`MARKUP LANGUAGE SYSTEM, METHOD,
`AND COMPUTER PROGRAM PRODUCT
`
`(71)
`
`(72)
`(73)
`
`(*)
`
`(21)
`(22)
`(65)
`
`(60)
`
`(60)
`
`(51)
`
`Applicant: e-Numerate Solutions, Inc., Great Falls,
`VA (US)
`Inventor: Russell T Davis, Bethesda, MD (US)
`Assignee: e-Numerate Solutions, Inc., Great Falls,
`VA (US)
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`This patent is subject to a terminal dis
`claimer.
`
`Notice:
`
`Appl. No.: 14/724,794
`Filed:
`May 28, 2015
`
`Prior Publication Data
`US 2015/0261728A1
`Sep. 17, 2015
`
`Related U.S. Application Data
`Continuation-in-part of application No. 12/222,751,
`filed on Aug. 15, 2008, which is a division of
`application No. 09/573,778, filed on May 18, 2000,
`now Pat. No. 7,421,648.
`Provisional application No. 60/183,152, filed on Feb.
`17, 2000, provisional application No. 60/135,525,
`filed on May 21, 1999.
`
`Int. Cl.
`G06F 3/00
`G06F 17/21
`G06F 3/0484
`G06F 3/0482
`G06F 17/22
`G06F 17/30
`
`
`
`(2006.01)
`(2006.01)
`(2013.01)
`(2013.01)
`(2006.01)
`(2006.01)
`
`(52) U.S. Cl.
`CPC ............ G06F 17/218 (2013.01); G06F 3/0482
`(2013.01); G06F 3/04842 (2013.01); G06F
`17/2247 (2013.01); G06F 17/30011 (2013.01);
`G06F 17/30014 (2013.01); G06F 17/30882
`(2013.01)
`(58) Field of Classification Search
`CPC .............. G06F 17/218: G06F 17/2247; G06F
`17/30011; G06F 17/30014: G06F 17/30882;
`G06F 3/04842; G06F 3/0482
`See application file for complete search history.
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`4,674,043 A
`5,008,853 A
`
`6/1987 Hernandez et al.
`4/1991 Bly et al.
`(Continued)
`FOREIGN PATENT DOCUMENTS
`
`WO
`WO
`
`0072197 A2 11/2000
`0.161568 A2
`8/2001
`OTHER PUBLICATIONS
`
`Non-Final Office Action from U.S. Appl. No. 1 1/819,125, datedMar.
`25, 2014.
`
`(Continued)
`
`Primary Examiner — Kyle Stork
`
`(57)
`ABSTRACT
`A system, method, and computer program product are pro
`Vided for use in connection with at least one computer-read
`able Extensible Markup Language (XML)-compliant data
`document capable of including: a plurality of line items with
`a plurality of data values, and a plurality of computer-read
`able semantic tags that describe a semantic meaning of the
`data values.
`
`68 Claims, 40 Drawing Sheets
`
`ARDMLData Wiene Ca
`Edit
`View
`Chart Favorites Io's Endow Bee
`e 2
`G as
`to
`3 &
`se
`a
`2
`x
`5, , ,
`, Back Forward so
`one
`is remove Erass
`waximumwV
`i
`URL of Datacooment File:Circin Rdmbrowseriestest sidin
`w
`Global Warming
`kia. As of 101.1999
`- 1204
`300.00
`-1
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 2 of 93
`
`1202
`
`sum Average Row
`Point 2 Links
`Porto Point
`T Eliming23540. singa FN
`
`e
`
`Clarity Index
`
`index
`
`235.40
`
`228.80 238.64
`
`2 2.48541 248,64 29
`
`XYPlot
`
`200.00
`
`100.00
`
`1202
`
`
`
`XY Test
`Ure item
`
`1206
`
`
`
`US 9.262,384 B2
`Page 2
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`1/1994 Grady et al.
`5,276,776 A
`8/1994 Risberg et al.
`5,339,392 A
`5,371,675 A 12/1994 Greifet al.
`5,423,032 A
`6/1995 Byrd et al.
`5.434,541 A
`7/1995 Knoedl, Jr.
`5.461.708 A 10, 1995 Kahn
`551967 A
`5/1996 Hughes et al.
`5,530,794. A
`6, 1996 Luebbert
`5,530,942 A
`6, 1996 Tzou et al.
`5,551381 A
`9, 1996 Losel et al.
`5,581,685 A 12/1996 Sakurai
`5,581,686 A 12/1996 Koppolu et al.
`5,603,021 A
`2/1997 Spencer et al.
`5,613,131 A
`3, 1997 Moss et al.
`5,701,400 A 12/1997 Amado
`5.706502 A
`1/1998 Foley et al.
`5,721,847 A
`2f1998 Johnson
`5,737,592 A
`4, 1998 Nguyen et al.
`5,737,739 A
`4/1998 Shirley et al.
`5,748,188 A
`5, 1998 Hu et al.
`5,754,939 A
`5, 1998 Herz et al.
`5,822,587. A 10/1998 McDonald et al.
`5,838,906 A 1 1/1998 Doyle et al.
`5,838,965 A 1 1/1998 Kavanagh et al.
`5,881,381 A
`3, 1999 Yamashita et al.
`5,893,109 A
`4/1999 DeRose et al.
`5,894,311 A
`4/1999 Jackson
`5,895,476 A
`4/1999 Orr et al.
`5,907,820 A
`5, 1999 Pan
`5.911,145 A
`6, 1999 Arora et al.
`5,913.214 A
`6, 1999 Madnicket al.
`5,917,485 A
`6/1999 Spellman et al.
`5,920,828 A
`7/1999 Norris et al.
`5.948,113 A
`9, 1999 Johnson et al.
`5,950,196 A
`9/1999 Pyreddy et al.
`5,953,724. A
`9/1999 Lowry
`5,956,737 A
`9/1999 King et al.
`5.974.413 A 10/1999 Beauregard et al.
`5,983,247 A 11/1999 Yamanaka et al.
`5,987.469 A 1 1/1999 Lewis et al.
`5.999,944 A 12/1999 Lipkin
`6,006,242 A 12/1999 Poole et al.
`6,009.436 A 12/1999 Motoyama et al.
`6,009,443 A * 12/1999 Kawamura .......... GO6F 17,2872
`T15,246
`
`1/2000 Minton
`6,014,643 A
`1/2000 Ahlberg et al.
`6,014,661 A
`2/2000 Liddy et al.
`6,026,388 A
`2/2000 Sheppard
`6,026,397 A
`3/2000 Egan et al.
`6,034,676 A
`3, 2000 Pitkow et al.
`6,038,574 A
`4/2000 Saliba et al.
`6,052,710 A
`52000 Kozaeal
`6,058,385 A
`5, 2000 Balsara et al.
`6,065,012 A
`5, 2000 Cornelia et al.
`6,065,026 A
`6/2000 Lucas et al.
`6,075,530 A
`7/2000 Hamann
`6,092036 A
`8/2000 Simonyi
`6,097.888 A
`8, 2000 Hoskins et al.
`6,108,662 A
`8, 2000 Jois et al.
`6.112.242 A
`9, 2000 Meek et al.
`6.21924 A
`9, 2000 Meltzer et al.
`6,125,391 A
`6,134,563 A 10/2000 Clancey et al.
`6,148,330 A 11/2000 Puri et al.
`6, 160,549 A 12/2000 Touma et al.
`6,167.409 A 12/2000 DeRose et al.
`6,173,272 B1
`1/2001 Thomas et al.
`6,173,284 B1
`1/2001 Brown
`6,173,316 B1
`1/2001 De Boor et al.
`6,185,573 B1
`2/2001 Angelucci et al.
`6,185,816 B1
`2/2001 Freund et al.
`6, 192,362 B1
`2/2001 Schnecket al.
`6, 195,665 B1
`2/2001 Jarett
`6, 195,676 B1
`2/2001 Spix et al.
`6,199,046 B1* 3/2001 Heinzle................. G06F 9/4443
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 3 of 93
`
`705/14.73
`
`3/2001 Nielsen
`6,199,080 B1
`3/2001 Oluboter
`6,206.388 B1
`4/2001 Boguraev
`6.212,494 B1
`4/2001 Steffenset al.
`6,223,189 B1
`5, 2001 Meltzer et al.
`6,226,675 B1
`5/2001 Chang et al.
`6.240.407 B1
`6/2001 Powers et al.
`6,243,698 B1
`6/2001 Popp et al.
`6.249,291 B1
`7/2001 Berry et al.
`6.256,030 B1
`7/2001 LaMarca et al.
`6,266,670 B1,
`7/2001 Terry et al.
`6.269,380 B1,
`8/2001 Kobayashi et al.
`6,276,991 B1
`8/2001 Ebert
`6,278,991 B1
`9, 2001 Ritchie et al.
`6,295,530 B1
`10/2001 Petersen et al.
`6,308,179 B1
`1 1/2001 Kaczmarski et al.
`6,314,424 B1
`1 1/2001 Biggerstaff
`6,314,562 B1
`1 1/2001 Tortolani et al.
`6,317,750 B1
`1 1/2001 Freishtat et al.
`6,317,783 B1
`1/2002 Rivette et al.
`6,339,767 B1
`2/2002 Roberts et al.
`6,344,851 B1
`2/2002 Dinkelacker
`6,345,284 B1
`2/2002 Daugherty et al.
`6,345,292 B1
`2/2002 Chen
`6,349,307 B1
`2/2002 Najork et al.
`6.351,755 B1
`3/2002 Vandersluis
`6,356,920 B1
`3/2002 Oprescu-Surcobe
`6.356,961 B1
`4/2002 Rubert et al.
`6,366,915 B1
`4/2002 Gilbert et al.
`6,370,537 B1
`4/2002 Saxton
`6,370,549 B1
`4/2002 Nielsen
`6,373,504 B1
`4/2002 Myers et al.
`6,374,274 B1
`6/2002 Gunter et al.
`6,408.430 B2
`7/2002 Chakrabarti et al.
`6,418.433 B1
`7/2002 Cheng et al.
`6.421,656 B1
`1/2002 Pavela
`6.421,822 B1
`7/2002 Iizuka et al.
`6.424,980 B1,
`8, 2002 Tawel et al.
`6,434,541 B1
`9, 2002 Wells et al.
`6,446,048 B1
`6,460,059 B1 10/2002 Wisniewski
`6,470,349 B1
`10/2002 Heninger et al.
`6,484,149 B1
`1 1/2002 Jammes et al.
`6,493,717 B1 12/2002 Junkin
`6,502,101 B1
`12/2002 Verprauskus et al.
`6,502,112 B1
`12/2002 Baisley
`6,505,246 B1
`1/2003 Land et al.
`6,507,856 B1
`1/2003 Chen et al.
`6,510,468 B1* 1/2003 Hayne ............... GO6F 17,308.93
`707/E17.117
`
`1/2003 Chanet al.
`6.513,043 B1
`2/2003 Wanderski et al.
`6,519,617 B1
`3/2003 Maguire, III et al.
`6,529,217 B1
`3/2003 Britton et al.
`6,535,896 B2
`4/2003 Meltzer et al.
`6,542,912 B2
`6/2003 Bensoussan et al.
`6,581,068 B1
`7/2003 Williams
`6,591.272 B1
`7/2003 Colby et al.
`6,594,653 B2
`9/2003 Barry et al.
`6,615.258 B1
`9/2003 Beauchamp et al.
`6,621.505 B1
`9/2003 Lippert et al.
`6,626.957 B1
`9/2003 Colby et al.
`6,629,094 B1
`9/2003 Ross, Jr. et al.
`6,629,135 B1
`10/2003 Perkowski
`6,631,357 B1
`10/2003 Devine et al.
`6,631.402 B1
`10/2003 Burkett et al.
`6,635,089 B1
`10/2003 Coffen et al.
`6,640,234 B1
`6,643,633 B2 11/2003 Chau et al.
`6,667,747 B1
`12/2003 Spellman et al.
`6,714,201 B1
`3/2004 Grinstein et al.
`6,718,516 B1
`4/2004 Claussen et al.
`6,721,736 B1
`4/2004 Kruget al.
`6,745,384 B1
`6/2004 Biggerstaff
`6,772,139 B1
`8/2004 Smith, III
`6,789,252 B1
`9, 2004 Burke et al.
`6,862,710 B1
`3/2005 Marchisio
`6,876,930 B2
`4/2005 Murray et al.
`6,886,005 B2
`4/2005 Davis
`6,910,017 B1
`6/2005 Woo et al.
`
`
`
`US 9.262,384 B2
`Page 3
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`6, 2005 Korobkin
`6,912,293 B1
`7, 2005 Davis
`6,920,608 B1
`1/2006 Raman et al.
`6,993,527 B1
`3, 2006 Alfke et al.
`7,020,862 B1
`3, 2006 Lewallen
`7,020,882 B1
`12/2006 Austin et al.
`7,152,116 B1
`2, 2007 Szabo
`7,181,438 B1
`7, 2007 Davis
`7,249,328 B1
`3/2008 Cameron et al.
`7.340,534 B2
`7, 2008 Davis
`7401,076 B2
`9, 2008 Davis
`7,421,648 B1
`3, 2009 Davis
`7,512,875 B2
`7/2009 Hodjat et al.
`7,565,397 B2
`1/2010 Davis
`7,650,355 B1
`2/2010 Meltzer et al.
`7,660,874 B1
`9, 2010 Szabo
`7,801,896 B2
`8, 2011 Meltzer et al.
`8,006, 177 B1
`5/2012 McDysan et al.
`8, 185,615 B1
`5, 2012 Feira et al.
`8, 185,815 B1
`5, 2012 Davis
`8, 185,816 B2
`2/2013 Szabo
`8,370,362 B2
`2/2013 Meltzer et al.
`8,375,116 B2
`7, 2013 Davis
`8.489,982 B2
`2/2015 Meltzer et al.
`8,959,196 B2
`8/2001 Colby et al.
`2001 OO 1303.0 A1
`8/2001 Gonzalez et al.
`2001 OO18687 A1
`8/2001 Iwamoto et al.
`2001 OO18694 A1
`9, 2001 Yarnall et al.
`2001/0020237 A1
`12/2001 Russell
`2001.0049687 A1
`1/2002 Yoden et al.
`2002fOOO7383 A1
`2/2002 Yen et al.
`2002fOO23141 A1
`3, 2002 Handel et al.
`2002.00355O1 A1
`5, 2002 PoliZZi et al.
`20020052954 A1
`5, 2002 Scheidt et al.
`2002fOO62451 A1
`6, 2002 Davis
`2002fOO73115 A1
`7/2002 Craft et al.
`2002/009 1696 A1
`11/2002 Meltzer et al.
`2002fO165872 A1
`1 1/2002 Murray et al.
`2002fO168664 A1
`12/2002 Fraenkel et al.
`2002fO198985 A1
`2/2003 Davis et al.
`2003/004 1077 A1
`4/2003 Hartman et al.
`2003/0078683 A1
`4/2003 Stewart et al.
`2003/0078883 A1
`7/2003 Heninger et al.
`2003. O140045 A1
`9/2003 Jammes et al.
`2003.0167213 A1
`11/2003 Marchisio
`2003/0217047 A1
`1/2005 Datig
`2005.0005266 A1
`4/2005 Patterson
`2005/0086126 A1
`4/2005 Davis
`2005, OO86216 A1
`8, 2005 Belcsak et al.
`2005/O182709 A1
`8, 2005 Raman et al.
`2005/O187954 A1
`9, 2005 Davis
`2005, 0198042 A1
`7/2006 Hodjat et al.
`2006, O168335 A1
`7, 2007 Szabo
`2007/O156677 A1
`9/2007 Datig
`2007/0219933 A1
`1/2008 Davis
`2008, 002834.0 A1
`11/2008 Davis
`2008/0282139 A1
`3, 2009 Davis
`2009,0083613 A1
`3, 2009 Davis
`2009,0083619 A1
`4/2009 Davis
`2009.0089657 A1
`1/2010 Rzhetsky et al.
`2010, 0004874 A1
`4/2010 Meltzer et al.
`2010, 0100814 A1
`1 1/2010 May
`2010/02992.39 A1
`2010/0332414 A1
`12/2010 Mead et al.
`2010/0332583 A1 12, 2010 Szabo
`2013, O159845 A1
`6, 2013 Meltzer et al.
`
`OTHER PUBLICATIONS
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 4 of 93
`
`Advisory Action from U.S. Appl. No. 1 1/819,125, dated Sep. 3, 2013.
`Final Office Action from U.S. Appl. No. 1 1/819,125, dated Mar. 14.
`2013.
`Non-Final Office Action from U.S. Appl. No. 1 1/819,125, dated Sep.
`28, 2012.
`Advisory Action from U.S. Appl. No. 1 1/819,125, dated Aug. 2,
`2011.
`
`Final Office Action from U.S. Appl. No. 1 1/819,125, dated Apr. 12,
`2011.
`Final Office Action from U.S. Appl. No. 1 1/819,125, dated Dec. 14.
`2010.
`Non-Final Office Action from U.S. Appl. No. 1 1/819,125, dated Jul.
`14, 2010.
`Notice of Allowance from U.S. Appl. No. 10/980,266, datedMar. 17.
`2008.
`Non-Final Office Action from U.S. Appl. No. 10/980,266, dated Sep.
`12, 2007.
`Final Office Action from U.S. Appl. No. 10/980,266, dated Mar. 19,
`2007.
`Non-Final Office Action from U.S. Appl. No. 10/980,266, dated Sep.
`5, 2006.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated Oct.
`2, 2014.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Feb. 20,
`2014.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated May
`22, 2013.
`Decision on Appeal from U.S. Appl. No. 10/052,250, dated May 1,
`2012.
`Examiner's Answer from U.S. Appl. No. 10/052,250, dated Nov. 24.
`2008.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Nov. 1,
`2007.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated Jun.
`11, 2007.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Nov. 2,
`2006.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated May
`18, 2006.
`Advisory Action from U.S. Appl. No. 10/052,250, dated Dec. 19.
`2005.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Aug. 23.
`2005.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, datedMar.
`22, 2005.
`Fulton, “Ten Minute Guide to Excel 97.” Dec. 12, 1996; http://
`techbus.safaribooksonline.com/print?xmlid=0-7897-1020
`X%2Fch 171ev 1 Sec1>.
`Hoffman et al., XBRL Taxonomy Financial Reporting for Commer
`cial and Industrial Companies, US GAAP, Jul. 31, 2000, pp. 1-12.
`XBLR for Financial Statements Questions and Answers, Apr. 26,
`2000, 6 pages.
`Harding, W. E., “Finally, Business Talks the same Language.” Aug.
`2000, 5 pages.
`Arnold, K. et al., “The Java Programming Language, Second Edi
`tion.” The Java Series, 3rd Printing, Sep. 1998, pp. 466 pages.
`Gosling, J. et al., “The Java Language Specification.” The JavaSeries,
`First printing, Aug. 1996, 853 pages.
`Harold, E. R., "XML: Extensible Markup Language.” IDG Books
`Worldwide, Inc., 1998, 458 pages.
`Bruce Hallberg et al., “Special Edition. Using Microsoft. RTM.
`Excell 97, Bestseller Edition.” Que.RTM. Corporation (1997).
`Elliotte Rusty Harold, “XML.T.M. Bible.” IDG Books Worldwide,
`Inc.. An International Data Group Company (1999).
`David Megginson, “Structuring XML Documents.” Prentice Hall
`PTR, Upper Saddle River, NJ (1998).
`Copending U.S. Appl. No. 09/573,419 entitled “Tree View for Reus
`able Data Markup Language.” filed May 18, 2000.
`Copending U.S. Appl. No. 09/573,778 entitled “Reusable Data
`Markup Language.” filed May 18, 2000.
`Extensible Business Reporting Language (XBRL) 2.0 Specification,
`(Dec. 14, 2001), Editors: Luther Hampton, e-Numerate; David Vun
`Kannon, KPMG LLP. pp. 1-42.
`Information on Exchange Rates of Africa, Asia, and Australia, web
`site: http://eh.net/hmit/exchangerates/infoafr.htm. pp. 1-3, 2002 by
`EH.NET, downloaded Oct. 19, 2006.
`Microsoft Press Computer Dictionary. Third Edition, Microsoft
`Press, p. 511 (1997) (3 pages).
`
`
`
`US 9.262,384 B2
`Page 4
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`Online Ohio CPA Newsletter, A Monthly Electronic Publication of
`the Ohio Society of Certified Public Accountants; Aug. 2000, vol. 1,
`No. 14 (7 pages).
`Order of Magnitude (online Wikipedia article), http://en.wikipedia.
`org/wiki/Orders. Sub.--of sub.--magnitude>, 2006 Wikimedia Foun
`dation, Inc. pp. 1-4, downloaded Oct. 19, 2006.
`Tools online, extensible Business Reporting Language, retrieved
`on Aug. 13, 2002). Retrieved from the Internet <URL: http://www.
`xbrl.org/Tools.htm> (5 pages).
`XBRL Essentials, (A nontechnical introduction to the extensible
`Business Reporting Language, the digital language of business), Jan.
`2001, Charles Hoffman, CPA; Carolyn Strand, PhD, CPA, (AICPA),
`pp. 1-17.
`XBRL Home Page online), extensible Business Reporting Lan
`guage, retrieved on Aug. 13, 2002). Retrieved from the Internet
`<URL: http://www.xbrl.org> (3 pages).
`XBRL Technical Specification online), extensible Business Report
`ing Language, retrieved on Aug. 13, 2002. Retrieved from the
`Internet <URL: http://www.xbrl.org/TR/2001/default.htm> (1
`page).
`The XML Cover Pages, Extensible Business Reporting Language
`(XBRL), (1994-2002), Robin Cover, pp. 1-18.
`Berkley et al., The Road to Better Business Information Making a
`Case for XBRL. Winter 2000, Microsoft, pp. 1-13.
`Blattner, Special Edition Using Microsoft Excel(R), May 3, 1999 (C)
`Que Corporation "Adding a Secondary Axis to the Chart” (3 pages).
`Gilster, Paul, Finding It on the Internet: The Internet Navigator's
`Guide to Search Tools & Techniques, 2.Sup,nd edition (1996) (3
`pages).
`Hamscher et al., Extensible Business Reporting language (XBRL)
`Specification, Jul. 31, 2000, XBRL Organization, pp. 1-27.
`Charles Hoffman and Carolyn Strand, “XBRL Essentials, A Non
`technical Introduction to eXtensible Business Reporting Language
`(XBRL), the Digital Language of Business Reporting, pp. 1-148
`(2001).
`Jon Rienstra, “Using Excel. RTM. in Chemistry.” http://www.asa3.
`org/chemistry/computers. Sub.--in. Sub.--chemistry/excel. Su- b.--tips.
`html (1995) (4 pages).
`Simon St. Laurent, “Why XML?.” http://www.simonstl.com/ar
`ticles/whyxml.htm (1998) (5 pages).
`Suzuki et al., “Managing the Software Design Documents With
`XML.” ACM Proceedings of the 16th Annual International Confer
`ence on Computer Documentation, Sep. 1998, pp. 127-136.
`Copending U.S. Appl. No. 1 1/819,125 entitled “TreeView for Reus
`able Data Markup Language.” filed Jun. 25, 2007.
`Copending U.S. Appl. No. 1 1/819, 126 entitled "Reusable Data
`Markup Language.” filed Jun. 25, 2007.
`Information on Exchange Rates of Africa, Asia, and Australasia, web
`site: <http://eh.net/hmit/exchangerates/infoafr.htm>, pp. 1-3, 2002
`by EH.NET, downloaded Oct. 19, 2006.
`Bruce Halberg, “Special Edition. Using Microsoft RTM. Excel 97.
`Bestseller Edition.” Que.RTM. Corporation (1997).
`Bederson, et al., “Pad++: A Zooming Graphical Interface for Explor
`ing Alternate Interface Physics”. UIST 94, Nov. 2-4, 1994, 10 pages.
`Davis, “The Information System Consultant's Handbook: Systems
`Analysis and Design”. Chapter 51, copyright 1999 by CRC Press
`LLC, 12 pages.
`“ProQuest Information and Learning—07897 17298—Special Edi
`tion Using Microsoft RTM. Excel 2000.” Jan. 23, 2008 http://
`proguest. Safaribooksonline.com/07897 17298, 3 pages.
`Copending U.S. Appl. No. 09/573,780 entitled “Reusable Macro
`Markup Language', filed May 18, 2000.
`Copending U.S. Appl. No. 1 1/819, 126 entitled “TreeView for Reus
`able Date Markup Language', filed Jun. 25, 2007.
`Rienstra, Jon, “Using Excel.RTM. in Chemistry” Oct. 1995, http://
`www.asai.org/chemistry/computers in chemistry/excel tips.
`html.
`Microsoft Press Computer Dictionary. Third Edition, (C) 1997
`Microsoft Press, p. 511.
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 5 of 93
`
`St. Laurent, Simon, “Why XML?” (C) 1998 http://www.simonstl.
`com/articles/whyxml.htm.
`Gilster, Paul, “Finding It on the Internet: The Internet Navigator's
`Guide to Search Tools & Techniques,” 2. Sup,nd edition (1996), 379
`pages. cited by other.
`Halberg, Bruce, et al., “Special Edition. Using Microsoft. RTM.
`Excel 97, Bestseller Edition.” Que.RTM. Corporation (1997).
`Harold, Elliotte Rusty, “XML.T.M. Bible.” IDG Books Worldwide,
`Inc.. An International Data Group Company (1999).
`Megginson, David, "Structuring XML Documents.” Prentice Hall
`PTR, Upper Saddle River, NJ (1998).
`Glister, Paul, Finding It on the Internet: The Internet Navigator's
`Guide to Search Tools & Techniques, 2. Sup,nd edition (1996), 379
`pageS.
`U.S. Appl. No. 60/135,525, filed May 21, 1999.
`U.S. Appl. No. 60/183,152, filed Feb. 17, 2000.
`Notice of Allowance from U.S. Appl. No. 09/573,780, dated Oct. 29,
`2009.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Apr.
`1, 2009.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Sep.
`25, 2008.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Feb. 7,
`2008.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Aug.
`17, 2007.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Mar. 2,
`2007.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Sep.
`21, 2006.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Jun. 13,
`2006.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Dec.
`28, 2005.
`Advisory Action from U.S. Appl. No. 09/573,780, dated Jul. 7, 2005.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Mar. 28,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Apr.
`23, 2004.
`Notice of Allowance from U.S. Appl. No. 09/573,778, dated May 1,
`2008.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Oct. 3,
`2007.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated Apr.
`13, 2007.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Oct. 24,
`2006.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated May
`31, 2006.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated Dec.
`16, 2005.
`Advisory Action from U.S. Appl. No. 09/573,778, dated Sep. 27.
`2005.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Jun. 2,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated Jan.
`5, 2005.
`Restriction Requirement from U.S. Appl. No. 09/573,778, dated Sep.
`16, 2004.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Mar. 31.
`2014.
`Advisory Action from U.S. Appl. No. 12/222,751, dated May 15,
`2013.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, dated Jul.
`11, 2013.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Jan. 7.
`2013.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, dated May
`29, 2012.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Jan. 25.
`2012.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, dated Aug.
`11, 2011.
`
`
`
`US 9.262,384 B2
`Page 5
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`Notice of Allowance from U.S. Appl. No. 12/222,750, datedMar. 15,
`2013.
`Final Office Action from U.S. Appl. No. 12/222,750, dated Aug. 11,
`2011.
`Non-Final Office Action from U.S. Appl. No. 12/222,750, dated Feb.
`14, 2011.
`Notice of Allowance from U.S. Appl. No. 12/222,752, dated Feb. 2,
`2012.
`Non-Final Office Action from U.S. Appl. No. 12/222,752, dated Aug.
`5, 2011.
`Notice of Allowance from U.S. Appl. No. 09/573,413, dated Feb. 8,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573.413, dated Aug.
`27, 2004.
`Notice of Allowance from U.S. Appl. No. 11/119.963, dated Dec. 15,
`2008.
`Non-Final Office Action from U.S. Appl. No. 11/119.963, dated Jun.
`27, 2008.
`Final Office Action from U.S. Appl. No. 1 1/119.963, dated Feb. 5,
`2008.
`Non-Final Office Action from U.S. Appl. No. 11/119.963, dated May
`29, 2007.
`Notice of Allowance from U.S. Appl. No. 09/573,419, dated Mar. 26,
`2007.
`Advisory Action from U.S. Appl. No. 09/573,419, dated Feb. 20,
`2007.
`Final Office Action from U.S. Appl. No. 09/573,419, dated Oct. 19,
`2006.
`Non-Final Office Action from U.S. Appl. No. 09/573.419, dated May
`10, 2006.
`Advisory Action from U.S. Appl. No. 09/573.419, dated Jan.5, 2006.
`Final Office Action from U.S. Appl. No. 09/573.419, dated Sep. 20,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573.419, dated Apr.
`7, 2005.
`Advisory Action from U.S. Appl. No. 09/573,419, dated Jan. 26.
`2005.
`Final Office Action from U.S. Appl. No. 09/573,419, dated Oct. 26,
`2004.
`Non-Final Office Action from U.S. Appl. No. 09 1573,419, dated
`Mar. 11, 2004.
`Non-Final Office Action from U.S. Appl. No. 09/573,419, dated Oct.
`8, 2003.
`
`Restriction Requirement from U.S. Appl. No. 09/573.419, dated Jun.
`18, 2003.
`Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Mar. 24.
`2014.
`Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Oct. 21.
`2013.
`Non-Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Feb.
`27, 2013.
`Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Nov. 17,
`2010.
`Non-Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Jun.
`9, 2010.
`Final Office Action from U.S. Appl. No. 1 1/819,125, dated Oct. 22.
`2014.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Jul. 21,
`2015.
`“Its back WordPerfect restores SGML, available at http://www.
`xml.com/pub/a/SeyboldReport/ip.020507.html.
`Bruggemann-Klein, Anne, "Compiler-Construction Tools and Tech
`niques for SGML parsers: Difficulties and Solutions'. Universitat
`Freiburg (1994).
`Cowlishaw, M.F. "LEXX—A programmable structured editor'. IBM
`J. Res. Develop. vol. 31, No. 1, Jan. 1987.
`Warmer and Van Egmond, “The implementation of the Amsterdam
`SGML Parser.” Electronic Publishing, vol. 2(2), 65-90, Dec. 1989.
`Goldfarb, Charles, “The Roots of SGML-A Personal Recollection'
`(1996).
`ISO/IEC JTC 1/SC 34 Document Description and Processing Lan
`guages (1998).
`ISO/IEC JTC 1/SC 18 WG8 N1920rev Information processing
`Hypermedia Time-based Structuring Language (HyTime)—2nd edi
`tion (1997).
`“SGML. Grammar Productions', email from Bob Agnew (1995),
`available
`at
`http://xml.coverpages.org/sgmlprodAgnew.html,
`retrieved Nov. 4, 2015.
`W3 Org "4 Conformance: requirements and recommendations”.
`Wohler Wayne “SGML Declarations”.
`“Finding Tools and Services to Make XBRL Work” available at
`http://what-when-how.com/xbrl/finding-tools-and-services-to
`make-xbrl-work?.
`Kipelainen, Pekka “SGML & XML Content Models” (1998)–ab
`Stract.
`Megginson, David “The SGML FAQ” (1998).
`“Open eBook Publication Structure 1.0” Draft Version 014, Jul. 29,
`1999.
`
`* cited by examiner
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 6 of 93
`
`
`
`U.S. Patent
`
`US 9.262,384 B2
`
`
`
`
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 7 of 93
`
`TWOH
`
`00||
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 2 of 40
`
`US 9.262,384 B2
`
`902
`
`
`
`|×
`
`Áeuw » SICI
`
`Z
`
`
`
`ZOZ [ndC)
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 8 of 93
`
`102
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 3 of 40
`
`US 9.262,384 B2
`
`
`
`
`
`
`
`Existing
`(SSE ever,
`
`Oracle, etc.)
`
`
`
`
`
`226
`
`Main
`components
`
`222
`
`220
`
`RDML
`Document
`Editor
`
`RDSL Style
`Sheet Editor
`
`1 O6
`
`RDML
`Document
`
`RDSL Style
`Sheet
`
`RDML
`Document
`Formatter
`
`RDML
`Image
`Database
`
`RDML
`Document
`Server
`
`RMML. MaCro
`Document
`
`RDMLData
`Viewer
`
`Various RDML
`Plug-in
`Applications
`
`FIG. 3
`
`
`
`
`
`
`
`
`
`RMM Macro
`Software
`Development
`Kit
`
`224
`
`RDML/XML
`Search
`Engine
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 9 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 4 of 40
`
`US 9.262,384 B2
`
`
`
`807
`
`
`
`
`
`907
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 10 of 93
`
`ZO?
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 5 of 40
`
`US 9.262,384 B2
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 11 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 6 of 40
`
`US 9.262,384 B2
`
`START
`
`USer Submits data request
`to Web Server and RDML
`data Server via the viewer
`
`602
`
`RDML server dueries the
`databases
`
`604
`
`
`
`
`
`
`
`The databases return the
`results to the server
`
`606
`
`The Server Creates an
`RDML document
`
`608
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 12 of 93
`
`
`
`The server returns the
`RDML document to the Web
`Server and On to the viewer
`
`610
`
`FIG. 6
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 13 of 93
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 13 of 93
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 7 of 40
`
`US 9,262,384 B2
`
`
`
`06/
`
`eSL
`
`
`
`
`
`aoea}u|awn30gTWWY““rome
`
`
`
`HENOjuawinoogWay
`
`uomluyagadd)
`uawunsegWOY
`
`
`
`sebeuewyey9
`
`vSl
`
`962
`
`MAIA9OIL
`
`POL
`
`QLLme
`
`eqedWey201ul
`
`ShVl‘Sls
`
`MIA9O1L
`
` 6Jebeueyyuneyyworsng
`
`
`JaqulodX“Nos
`
`Josseo0ld
`
`WwaY
`
`Japeoy
`
`yeouspeads90.
`
`2
`
`
`
`celjaayspeaids8S2
`
`872Jabeuey
`
`
`
`
`
`
`
`J0SS800IqJesiegWXSoepPa}U]O1OB|]Wwda
`
`
`PelJaBeue)O10ey}|
`
`
`aedewung0gWAY
`
`cedJeBeueyysjoujooy(s}oalgo
`
`
`
`9ZWO)8105Old
`
`onjeA-xvOl
`
`901vOl
`
`vl
`
`
`
`
`
`JaSMOJgTWLLHPoan¢——————|Jafeuewajisjuewnoog1sad4ewnsegTWWY
`
`
`
`
`
`
`
`‘49
`
`
`
`
`
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 8 of 40
`
`US 9.262,384 B2
`
`Text
`Document
`
`Object/
`Process
`
`Output
`Application
`("View")
`
`
`
`Graphical
`User
`Interface
`"GUI"
`
`Third-Party
`Software
`Component
`
`Input/
`Output
`ProCeSS
`
`- Program
`FOW
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 14 of 93
`
`FIG. 7B
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 9 of 40
`
`US 9.262,384 B2
`
`START
`
`802
`
`Document reader finds
`and receives document
`
`XML parser parses
`text
`
`806
`
`808
`
`810
`
`812
`
`RDML processor
`processes the text into an object
`
`X-value transformer 810 type
`checks and manipulates x-values
`
`Primary data store 812 stores active
`objects of the same type for display
`
`Views display active objects
`stored in primary data store
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 15 of 93
`
`END
`
`FIG. 8
`
`
`
`U.S. Patent
`
`US 9.262,384 B2
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 16 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 11 of 40
`
`US 9.262,384 B2
`
`Locate DOCuments
`
`10O2
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`Select DOCument to be
`Transformed
`
`
`
`ACCess Line tem
`
`Determine Desired
`Transformation
`
`Access Unit, Magnitude,
`Modifier, Scale, Measure,
`and Adiustment Attributes
`
`Determine Conversion
`Factors for Each Attribute
`
`Multiply the Conversion
`Factors to Manipulate the
`numbers of the Document or
`Line tem
`
`Display Transformed
`Document Qn Line tem
`
`
`
`
`
`
`
`
`
`Another
`Line Item to be
`ransformed 2
`
`
`
`Another
`DOCument to be
`ransformed 2
`
`
`
`FIG. 10
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 17 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 12 of 40
`
`US 9.262,384 B2
`
`START
`
`1102
`
`X-value transformer
`receives a new document
`
`1104
`
`Determines type of active
`documents in primary data store
`
`
`
`
`
`
`
`
`
`
`
`
`
`1106
`
`1110
`
`1112
`
`1116
`
`1108
`
`Yes
`
`Add to currently
`active documents
`
`
`
`New
`object is same
`type as active
`documents
`
`Notify user
`
`User Chooses to
`reject object?
`
`Reject the
`COCument
`
`User chooses to
`erase Current
`active?
`
`
`
`
`
`Erase Current
`active documents
`112O
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 18 of 93
`
`1122
`
`insert new document
`as Standby object
`
`END
`
`Store new
`document
`
`FIG. 11
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 13 of 40
`
`US 9.262,384 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 19 of 93
`
`
`
`U.S. Patent
`
`US 9.262,384 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 20 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 15 of 40
`
`US 9.262,384 B2
`
`L????????????????????????????????????–~?RE
`
`|}SºL XX E
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 21 of 93
`
`
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 16 of 40
`
`US 9.262,384 B2
`
`Primary Data Store
`
`712
`
`
`
`
`
`RDML DOC
`
`RDML Lineltem
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 22 of 93
`
`FIG. 13
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 17 of 40
`
`US 9.262,384 B2
`
`
`
`
`
`
`
`No. ?-TOETÆ ÆT?T-TELF |
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 23 of 93
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 18 of 40
`
`US 9.262,384 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 24 of 93
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 25 of 93
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 25 of 93
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 19 of 40
`
`US 9,262,384 B2
`
`902
`
`
`
`
`§pue©Josodxenqep|e}0|sammy
`
`
`
`
`
`
`(yuULU8}HOYS»||woy[abesony[wnsyur|s66y661es}|stunwe})aur)
`
`
`
`leChlceG9260SO0ELE€cE6262'9€|SOLO}Uloe€ZLQ0QSJO}IPAIOBJEALIG0}pAmoSueOLIE}SOJOYUL+k00000SIOJIPSJOjeIOIJO0}pamosieaueJsasajui*0é2a€.QZ0|0|0,$JBSE
`
`
`
`
`iv00°00000°0%)SOHEY
`
`GSPublex04yey_]oreMi
`ivOSPP£7'Ec0| S)
`[=0961][mpoveduers}Su[=098Aca&8B@aadieH=mopui=sjOO]
`00°00¢Onl000‘00z
`
`00-002||H;joo000'00!00°00€|SV0000S)
`
`cozILL|/::|:|000‘0S
`
`000code08610=60002866966166172661O66)886198618617261
`
`
`AWETTAISHEEUL|a
`adA]asesysAowsyppyawoHdojgpiemo4yorg|uaaingAdonaso§6usdg
`
`
`
`
`
`
`
`
`
`$puedJosHodxagape}OL“skyZA‘GapUBlesE}|eIOL“SKY[A——_S---—.2),
`sevageuil|[|greverstEUT
`yaauspeaidsLDs3joujo0jIlsaiLueydODJesmolgWH
`SayOAejWEYMIAups
`
`
`JOMaIABYEIWCY
`
`:9061
`
`
`
`MEVowabl-
`
`
`
`Id9AGAP1230}.
`
`21[BUONBWAYU!s_-~
`
`
`
`
`
`SONSHEISOOXAH|-113LJ
`
`
`
`
`
`
`
`
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 20 of 40
`
`US 9.262,384 B2
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 26 of 93
`
`
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 21 of 40
`
`US 9.262,384 B2
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 27 of 93
`
`Spuesnout us
`
`021
`
`
`
`U.S. Patent
`
`Feb. 16, 2016
`
`Sheet 22 of 40
`
`US 9.262,384 B2
`
`
`
`000'081'
`
`Case 1:19-cv-00859-RTH Document 122-15 Filed 08/12/24 Page 28 of