Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 1 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 1 of 33
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 2 of 33
`PTO/SB/26
`Doc Code: DIST.E.FILE
`U.S. Patent and Trademark Office
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`Electronic Petition Request
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`In making the abovedisclaimer, the owner doesnotdisclaim the terminal part of the term of any patent granted on the instant
`application that would extend to the expiration date of the full statutory term of the prior patent, "as the term ofsaid prior patent
`is presently shortened by any terminal disclaimer,” in the event that said prior patentlater:
`- expiresfor failure to pay a maintenancefee;
`- is held unenforceable;
`- is found invalid by a court of competentjurisdiction;
`- is statutorily disclaimed in whole or terminally disclaimed under 37 CFR 1.321;
`- has all claims canceled by a reexamination certificate;
`- is reissued; or
`- is in any manner terminatedprior to the expiration ofits full statutory term as presently shortened by any terminal disclaimer.
`
`Title of Invention
`
`RDX enhancementof system and method for implementing reusable data markup
`language (RDL)
`
`x Filing of terminal disclaimer does not obviate requirement for response under 37 CFR 1.111 to outstanding
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`Office Action
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`9262384
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`as the term ofsaid prior patent is presently shortened byany terminal disclaimer. The owner hereby agrees that any patentso
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`owned. This agreementruns with any patent granted on the instant application and is binding upon the grantee,its successors
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 3 of 33
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`Electronic Patent Application Fee Transmittal
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`Title of Invention:
`
`RDX enhancement of system and method for implementing reusable data
`markuplanguage (RDL)
`
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 4 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 4 of 33
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`Post-Allowance-and-Post-Issuance:
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`First Named Inventor/Applicant Name:
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`Russell T. Davis
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`ENUMO010
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 6 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 6 of 33
`
`Doc Code: DISQ.E.FILE
`Document Description: Electronic Terminal Disclaimer — Approved
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`Application No.: 10052250
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`Filing Date:
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`23-Jan-2002
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`Applicant/Patent under Reexamination:
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`Davis et al.
`
`Electronic Terminal Disclaimer filed on October 12, 2016
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`This patent is subject to a terminal disclaimer
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`International Application Number:
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`Confirmation Number:
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`1920
`
`Title of Invention:
`
`RDX enhancement of system and method for implementing reusable data
`markup language(RDL)
`
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 7 of 33
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 8 of 33
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 9 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 9 of 33
`
`IN THE UNITED STATES PATENT AND TRADEMARK OFFICE
`
`In re Application of:
`
`Russell T. Davis
`
`Application No.: 10/052,250
`
`File Date: 2002-01-23
`
`Title: RDX enhancement of system and
`method for implementing reusable data
`markup language (RDL)
`
`Examiner: Chau T NGUYEN
`
`Art Unit: 2177
`
` Confirmation No.: 1920
`
`Docket No.: ENUM010
`
`Date: October 12, 2016
`
`AMENDMENT
`
`Commissioner for Patents
`
`P.O. Box 1450
`
`Alexandria VA 22313-1450
`
`Examiner:
`
`In response to the communication mailed 2016-07-13 (hereafter “Non Final Office
`Action” or “NFOA”), please consider the following amendments believed to place the claims in
`condition for allowance.
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 10 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 10 of 33
`
`Application No.: 10/052,250
`
`Amendments to the Claims:
`
`The listing of amended claims follows:
`
`1.-85. (Cancelled)
`
`86. (Previously presented) An apparatus, comprising:
`
`a device including at least one input device, at least one display, and memoryin
`communication with at least one hardware processor; and
`
`a browser installed on the memory of the device for allowing access, utilizing the at
`least one input device and the at least one hardware processor, to a system including a
`hardware server, the system configured for:
`
`identifying at least parts of a plurality of original documents including a plurality
`of original values, the plurality of original documents including a first document
`including first values and a second document including second values;
`
`processing at least a part of the first document and at least a part of the second
`document, resulting in at least one data structure including at least one of the plurality
`of original values of at least one of the plurality of original documents;
`
`receiving one or moreindications for one or more of the original values for
`adding, in connection with at least one computer-readable Extensible Markup Language
`(XML)-compliant data document, a corresponding one or more computer-readable
`semantic tags in association with the one or moreoriginal values;
`
`associating the one or more computer-readable semantic tags with the one or
`moreoriginal values;
`
`causing output of a presentation that is based on at least a portion of the at least
`one data structure, the presentation capable of including at least a portion of the
`original values including the at least one original value, where the system is configured
`such that, based on the at least one data structure, a change to the at least one original
`value results in a corresponding change in a subsequent output of the presentation; and
`
`causing output of the at least one computer-readable XML-compliant data
`documentthat is eXtensible Business Reporting Language (XBRL)-compliant and is based
`on at least a portion of at least one data structure, the at least one computer-readable
`XML-compliant data documentcapable of including a plurality of line items at least one
`of which utilizes at least a portion of the original values including the at least one
`original value and at least some of the one or more computer-readable semantic tags,
`wherethe system is configured such that, based on the at least one data structure, a
`
`2
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 11 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 11 of 33
`
`Application No.: 10/052,250
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`change to the at least one original value results in a corresponding change ina
`subsequent output of the at least one computer-readable XML-compliant data
`document;
`
`said apparatus configured for:
`
`receiving user input utilizing the browser, and
`
`displaying the at least one computer-readable XML-compliant data document
`utilizing the browser, after the user input.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`87.
`such that the first document is a first spreadsheet and the second document is a second
`spreadsheetthat is different and separate from the first spreadsheet, the first spreadsheet and
`the second spreadsheet being stored by the system that also stores the at least one data
`structure along with one or more user-defined rules for normalizing at least one ofthe first
`values of the first spreadsheet and at least one of the second values of the second spreadsheet,
`where the one or more user-defined rules are capable of being applied to additional values of
`additional spreadsheets in connection with the at least one data structure and outputting at
`least one of the presentation, or the at least one computer-readable XML-compliant data
`document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`88.
`such that the at least one computer-readable XML-compliant data document is encapsulated, in
`machine-readable form, with at least one reusable object that is capable of being utilized for
`data value formatting or data value collating in connection with the at least one computer-
`readable XML-compliant data documentas well as other computer-readable XML-compliant
`data documents insofar as the other computer-readable XML-compliant data documents meet
`requirementsset forth in the at least one reusable object, where the system is further
`configured such that the first documentis a first spreadsheet and the second documentis a
`second spreadsheetthat is different and separate from the first spreadsheet, the first
`spreadsheet and the second spreadsheet being stored by the system that also stores the at
`least one data structure along with one or more user-specific rules for normalizing at least one
`of the first values of the first spreadsheet or at least one of the second values of the second
`spreadsheet, where the one or more user user-specific rules are capable of being applied to
`additional values of additional spreadsheets in connection with the at least one data structure
`and outputting at least one of the presentation, or the at least one computer-readable XML-
`compliant data document.
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 12 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 12 of 33
`
`Application No.: 10/052,250
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`89.
`such that the receiving and the associating are capable of being performed on the one or more
`original values in connection with one or more of the plurality of original documents.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`90.
`such that the receiving and the associating are capable of being performed on the one or more
`original values in connection with the at least one data structure.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`91.
`such that the receiving and the associating are capable of being performed on the one or more
`original values in connection with the at least one computer-readable XML-compliant data
`document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`92.
`such that the changeto the at least one original value that results in the corresponding change
`in the subsequent output of the presentation, is a change to the at least one original value in
`connection with one or more ofthe plurality of original documents.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`93.
`such that the changeto the at least one original value that results in the corresponding change
`in the subsequent output of the at least one computer-readable XML-compliant data
`document, is a change to the at least one original value in connection with one or more of the
`plurality of original documents.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`94.
`such that the changeto the at least one original value that results in the corresponding change
`in the subsequent output of the at least one computer-readable XML-compliant data
`document, is a change to the at least one original value in connection with the at least one data
`structure prior to the subsequent output of the at least one computer-readable XML-compliant
`data document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`95.
`such that the at least one computer-readable XML-compliant data document is encapsulated, in
`machine-readable form, with at least one reusable documentincluding routines that are
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 13 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 13 of 33
`
`Application No.: 10/052,250
`
`capable of being utilized for data value formatting and data value collating in connection with
`the at least one computer-readable XML-compliant data documentas well as other computer-
`readable XML-compliant data documents insofar as the other computer-readable XML-
`compliant data documents meet requirements set forth in the at least one reusable document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`96.
`such that the first document is a first spreadsheet and the second document is a second
`spreadsheetthat is different and separate from the first spreadsheet, the first spreadsheet and
`the second spreadsheet being stored by the system that also stores the at least one data
`structure along with one or more user-defined rules for normalizing at least one ofthe first
`values of the first spreadsheet and at least one of the second values of the second spreadsheet,
`where the one or more user-defined rules are capable of being applied to additional values of
`additional spreadsheets in connection with the at least one data structure and outputting at
`least one of the presentation, or the at least one computer-readable XML-compliant data
`document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`97.
`such that at least one of the original documentsis eXtensible Business Reporting Language
`(XBRL)-compliant.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured for
`98.
`being linked to an existing accounting system for receiving the at least part of the first
`documentand the at least part of the second documenttherefrom.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured for
`99.
`automatically building the at least one computer-readable XML-compliant data documentin
`accordance with governmental rules.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`100.
`such that the processing includes creating software elements having a format with a hierarchal
`relationship between the software elements based on the at least one original document.
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 14 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 14 of 33
`
`Application No.: 10/052,250
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured
`101.
`such that the at least one computer-readable XML-compliant data document is generated by
`referencing the software elements created based on the at least one original document.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured
`102.
`such that the at least one computer-readable XML-compliant data document is generated by
`retrieving the at least one original value from at least one of the plurality of original documents.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured
`103.
`such that the software elements are represented in a Numerator Document Object Model
`(NDOM).
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured
`104.
`such that the software elements are created from one or more eXtensible Business Reporting
`Language (XBRL) documents.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured for
`105.
`manipulating the software elements by browsing, editing, and storing the software elements.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured for
`106.
`modifying the software elements to create a new combination of software elements
`representative of a new document.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured for
`107.
`modifying the software elements by editing one or more parameters associated with the
`software elements.
`
`(Previously presented) The apparatus of Claim 100, wherein the system is configured for
`108.
`transforming the software elements to new software elements for importing into the system.
`
`(Previously presented) The apparatus of Claim 108, wherein the system is configured
`109.
`such that the transforming the new software elements includes retrieving a particular tag
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 15 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 15 of 33
`
`Application No.: 10/052,250
`
`associated with each of the software elements in a dictionary and invoking a translation routine
`associated with the particular tag.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured for
`110.
`developing the at least one computer-readable XML-compliant data document from one or
`more templates, which contain data that is inserted into the at least one computer-readable
`XML-compliant data documentand instructions enabling the data to be inserted into the at
`least one computer-readable XML-compliant data document.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`111.
`such that a relationship between the at least one original document and the at least one
`computer-readable XML-compliant data is generated through a drag and drop process.
`
`(Previously presented) The apparatus of Claim 86, wherein the system is configured
`112.
`such that at least one of:
`
`said device includes a client device;
`
`said device is a componentof the system;
`
`said input device includes at least one of a keyboard or a mouse;
`
`said browser includes an RDML browser;
`
`said browser includes at least one of an RDML browser, an HTML browser, an object
`browser, or a web browser;
`
`said system performs all of the identifying, the processing, the receiving, and the
`associating;
`
`said at least one data structure includes at least one object;
`
`said at least portion of the original values of the at least one computer-readable XML-
`compliant data documentinclude different instances of the same values as the corresponding
`original values of the at least one original document;
`
`said at least one data structure includes the association;
`
`said association is part of the processing;
`
`said at least some of the one or more computer-readable semantic tags includes all of
`the one or more computer-readable semantic tags subject to the associating;
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 16 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 16 of 33
`
`Application No.: 10/052,250
`
`said at least some of the one or more computer-readable semantic tags includes a single
`one of the one or more computer-readable semantic tags subject to the associating;
`
`said at least one data structure includes at least one of metadata, information, a
`component of a formatter, a storage object, or a database;
`
`said at least one computer-readable XML-compliant data document includes a reusable
`data markup language (RDML) document;
`
`said line items are associated with at least one of a record, a row,a table, or an entity of
`a relational database;
`
`said presentation, and the at least one computer-readable XML-compliant data
`documentinclude the same at least portion of the original values;
`
`said presentation, and the at least one computer-readable XML-compliant data
`documentinclude the same at least one original value;
`
`said presentation, and the at least one computer-readable XML-compliant data
`documentare based on the same at least portion of the at least one data structure;
`
`said at least one computer-readable XML-compliant data document is based on the at
`least portion of the at least one data structure by including the at least portion of the at least
`one data structure;
`
`said at least one computer-readable XML-compliant data document is based on the at
`least portion of the at least one data structure by being generated utilizing the at least portion
`of the at least one data structure;
`
`said at least one computer-readable XML-compliant data document is based on the at
`least portion of the associating by including the at least some of the one or more computer-
`readable semantic tags;
`
`said at least some of the one or more computer-readable semantic tags are included in
`the line items;
`
`said change to the at least one original value is capable of being made in the at least one
`original document;
`
`said corresponding change in the subsequent output of the at least one computer-
`readable XML-compliant data documentincludes a change to an instance of the at least one
`original value in the at least one computer-readable XML-compliant data document;
`
`said subsequent output of the at least one computer-readable XML-compliant data
`documentis subsequent to the changeto the at least one original value; or
`
`said computer-readable semantic tags are applied to the line items.
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 17 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 17 of 33
`
`Application No.: 10/052,250
`
`113.
`
`(Previously presented) The apparatus of Claim 86, and further comprising the system.
`
`(Previously presented) A computer program product embodied on at least one non-
`114.
`transitory computer readable medium and configured to cause at least one hardware processor
`to operate, the computer program product comprising:
`
`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to identify at least one
`computer-readable Extensible Markup Language (XML)-compliant data document that is
`eXtensible Business Reporting Language (XBRL)-compliant and includes:
`
`a plurality of line items with a plurality of data values, and
`
`a plurality of computer-readable semantic tags that describe a semantic
`meaning of the data values, where the at least one computer-readable XML-
`compliant data documentis capable of including multiple hierarchical
`relationships between twoof the plurality of line items;
`
`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to parse the at least one
`computer-readable XML-compliant data document, by:
`
`receiving the at least one computer-readable XML-compliant data
`document,
`
`identifying the multiple hierarchical relationships between the twoline
`items, and at least one of the computer-readable semantic tags that describes
`the semantic meaning of at least one of the data values included in the at least
`one computer-readable XML-compliant data document;
`
`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to accessa plurality of
`computer-readable rules including:
`
`a computer-readable datatype rule for validation of a type of data values,
`
`a computer-readable calculation rule for validation of a calculation
`involving data values, and
`
`a computer-readable unit rule for validation of a unit of data values;
`
`

`

`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 18 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 18 of 33
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`Application No.: 10/052,250
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`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to processthe at least one
`computer-readable XML-compliant data document, by:
`
`identifying at least a subset of the computer-readable rules including at
`least one of:
`
`the computer-readable datatype rule for validation of the type of
`data values,
`
`the computer-readable calculation rule for validation of the
`calculation involving data values, or
`
`the computer-readable unit rule for validation of the unit of data
`values; and
`
`processing at least a portion of the data values of at least a
`portion of the plurality of line items of the at least one computer-
`readable XML-compliant data document,utilizing the at least subset of
`the computer-readable rules, and at least a portion of the computer-
`readable semantic tags of the at least one computer-readable XML-
`compliant data document;
`
`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to display a result of a
`validation of the at least one computer-readable XML-compliant data document;
`
`code stored on the at least one non-transitory computer readable medium and
`configured to cause the at least one hardware processor to develop a report, by:
`
`identifying the at least one computer-readable semantic tag that
`describes the semantic meaning of the at least one data value included in the at
`least one computer-readable XML-compliant data document, and
`
`retrieving data from one or more sources to represent the at least one
`data value in the report.
`
`115. (Previously presented) The computer program product of Claim 114, wherein the
`computer program product is configured such that the multiple hierarchical relationships
`between the twoline items is reflected in a Numerator Document Object Model (NDOM).
`
`10
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 19 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 19 of 33
`
`Application No.: 10/052,250
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`116. (Previously presented) The computer program productof Claim 114, and further
`comprising mapping code configured to generate a particular relationship between the data
`from the one or more sources and the at least one value.
`
`117. (Previously presented) The computer program product of Claim 114, wherein the
`computer program product is configured such that one or more templates are used to develop
`the report.
`
`118. (Previously presented) The computer program product of claim 117, wherein the
`computer program product is configured such that the one or more templates contain
`particular data that is inserted into the report and instructions enabling the data from the one
`or more sources to be inserted into the report.
`
`119. (Previously presented) The computer program product of claim 118, wherein the
`computer program product is configured such that the one or more templates provide
`instructions to retrieve the particular data that is inserted into the report and other data from
`local or remote sources.
`
`120. (Previously presented) The computer program productof Claim 114, and further
`comprising mapping code configured to link the report and the one or more sources.
`
`121. (Previously presented) The computer program productof Claim 114, wherein the
`computer program product is configured such that at least a portion of the report and the one
`or more sources are linked through a drag and drop process.
`
`(Previously presented) The computer program product of Claim 114, and further
`122.
`comprising code configured to allow a user to select one or more of the computer-readable
`semantic tags from a predetermined set of computer-readable semantic tags and select one or
`more of the data values for mapping the one or more of the computer-readable semantic tags
`to the one or more of the data values.
`
`11
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`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 20 of 33
`Case 1:19-cv-00859-RTH Document 82-8 Filed 04/29/22 Page 20 of 33
`
`Application No.: 10/052,250
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`(Previously presented) The computer program productof Claim 114, and further
`123.
`comprising code configured to allow a user to edit a mapping of the computer-readable
`semantic tags to the data values.
`
`(Previously presented) The computer program productof Claim 114, wherein the
`124.
`computer program product is configured such that the semantic meaning of the data values is
`searchable.
`
`(Previously presented) The computer program product of Claim 114, wherein the
`125.
`computer program product is configured such that the computer-readable semantic tags are
`searchable.
`
`(Previously presented) The computer program product of Claim 114, and further
`126.
`comprising code configured to cause processing of the data values, utilizing the computer-
`readable semantic tags.
`
`(Previously presented) The computer program product of Claim 114, and further
`127.
`comprising code configured to cause conformance of the data values, utilizing the computer-
`readable semantic tags.
`
`(Pre