Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 1 of 7 PageID #: 1
`
`IN THE UNITED STATES DISTRICT COURT
`FOR THE DISTRICT OF DELAWARE
`
`VERSA T A SOFTWARE, INC. and
`VERSATA DEVELOPMENT GROUP, INC.
`
`Plaintiffs,
`
`v.
`
`CALLIDUS SOFTWARE, INC.,
`
`Defendant.
`
`)
`)
`)
`)
`)
`) C.A. No. ________ _
`)
`) DEMAND FOR JURY TRIAL
`)
`)
`
`COMPLAINT
`
`Plaintiffs Versata Software, Inc. and Versata Development Group, Inc., f/k/a
`
`Trilogy Development Group, Inc. (collectively "Versata") file this Complaint for patent
`
`infringement against Defendant Callidus Software, Inc. ("Callidus").
`
`PARTIES
`
`1.
`
`Plaintiff Versata Software, Inc. is a Delaware corporation with its
`
`principal place of business at 6011 West Courtyard Drive, Austin, Texas 78730.
`
`2.
`
`Plaintiff Versata Development Group, Inc., f/k/a Trilogy Development
`
`Group, Inc., is a Delaware corporation with its principal place of business at 6011 West
`
`Courtyard Drive, Austin, Texas 78730.
`
`3.
`
`On information and belief, Defendant Callidus Software, Inc.
`
`is a
`
`Delaware corporation with its principal place of business at 6200 Stoneridge Mall Road, Suite
`
`500, Pleasanton, California 94588. On information and belief, Callidus Software, Inc. may be
`
`served with process through its registered agent, The Corporation Trust Company, Corporation
`
`Trust Center, 1209 Orange Street, Wilmington, Delaware 19801.
`
`Callidus Ex. 1003
`CBM2013-00053
`(Callidus v. Versata)
`
`(cid:40)(cid:91)(cid:17)(cid:3)(cid:20)(cid:19)(cid:19)(cid:22)(cid:3)(cid:19)(cid:20)(cid:18)(cid:26)(cid:19)
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 2 of 7 PageID #: 2
`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 2 of 7 PageID #: 2
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`JURISDICTION AND VENUE
`
`4.
`
`This is an action for patent infringement under the Patent Laws of the
`
`United States, 35 U.S.C. § 271.
`
`and 1338(a).
`
`1400(b).
`
`5.
`
`6.
`
`7.
`
`This Court has subject matter jurisdiction pursuant to 28 U.S.C. §§ 1331
`
`Venue is proper in this judicial district under 28 U.S.C. §§ 1391(b) and
`
`On information and belief, Callidus is subject to this Court's specific and
`
`general personal jurisdiction. On information and belief, Callidus is a Delaware corporation that
`
`has transacted business in this judicial district, derived revenue from goods and services provided
`
`in this judicial district, and committed, induced, and/0r contributed to acts of patent infringement
`
`in this judicial district.
`
`PATENTS
`
`8.
`
`On June 7, 2011,
`
`the United States Patent and Trademark Office
`
`(“USPTO”) duly and legally issued United States Patent No. 7,958,024 (“the ’024 patent”),
`
`entitled “Method and Apparatus for Processing Sales Transaction Data.” Versata holds all right,
`
`title, and interest in and to the ’024 patent (a true and correct copy of which is attached hereto as
`
`Exhibit A).
`
`9.
`
`On March 15, 2011, the USPTO duly and legally issued United States
`
`Patent No. 7,908,304 (“the ’304 patent”), entitled “Method and System for Managing Distributor
`’7
`Information. Versata holds all right, title, and interest in and to the ’304 patent (a true and
`
`correct copy of which is attached hereto as Exhibit B).
`
`10.
`
`On March 8, 2011,
`
`the USPTO duly and legally issued United States
`
`Patent No. 7,904,326 (“the ’326 patent”), entitled “Method and Apparatus for Performing
`
`2
`
`Ex. 1003 02/70
`
`Ex. 1003 02/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 3 of 7 PageID #: 3
`
`Collective Validation of Credential Information." Versata holds all right, title, and interest in
`
`and to the '326 patent (a true and correct copy of which is attached hereto as Exhibit C).
`
`11.
`
`On information and belief, Callidus makes, uses, licenses, sells, offers for
`
`sale, and/or imports in the State of Delaware, in this judicial district, and elsewhere within the
`
`United States software that infringes the '024, '304 and '326 patents, including Callidus's SPM
`
`Suite, and specifically including Callidus's TrueComp and TrueProducer products.
`
`COUNT 1: INFRINGEMENT OF THE '024 PATENT
`
`12.
`
`Versata realleges and incorporates by reference herein the allegations
`
`contained in Paragraphs 1 through 11.
`
`13.
`
`Callidus has been and is now directly infringing, and indirectly infringing
`
`by way of inducing the infringement of and/or contributing to the infringement of, the '024
`
`patent in the State of Delaware, in this judicial district, and elsewhere within the United States
`
`by, among other things, making, using, licensing, selling, offering for sale, or importing
`
`software, including Callidus's TrueComp software and related services covered by one or more
`
`claims ofthe '024 patent, all to the injury ofVersata.
`
`14.
`
`By making, using, selling, licensing, and/or offering to sell within the
`
`United States, and/or importing into the United States their products, Defendants have directly
`
`infringed, and will continue to directly infringe, one or more claims of the '024 patent literally
`
`and/or under the doctrine of equivalents.
`
`15.
`
`Callidus has, at least as of the date of the filing of this complaint,
`
`knowledge of the '024 patent, knowledge that its actions as described above are directly
`
`infringing, inducing and/or contributing to the infringement of the '024 patent, and knowledge
`
`that its TrueComp product lacks substantial non-infringing uses.
`
`3
`
`Ex. 1003 03/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 4 of 7 PageID #: 4
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`16.
`
`Versata has been damaged by Callidus's infringement of the '024 patent in
`
`an amount to be determined at trial, and has suffered and will continue to suffer irreparable loss
`
`and injury unless Callidus is permanently enjoined from infringing the '024 patent.
`
`COUNT II: INFRINGEMENT OF THE '304 PATENT
`
`17.
`
`V ersata realleges and incorporates by reference herein the allegations
`
`contained in Paragraphs 1 through 16.
`
`18.
`
`Callidus has been and is now directly infringing, and indirectly infringing
`
`by way of inducing the infringement of and/or contributing to the infringement of, the '304
`
`patent in the State of Delaware, in this judicial district, and elsewhere within the United States
`
`by, among other things, making, using, licensing, selling, offering for sale, or importing
`
`software, including Callidus's SPM Suite and specifically including Callidus's TrueComp and
`
`TrueProducer software and related services covered by one or more claims of the '304 patent, all
`
`to the injury of Versata.
`
`19.
`
`By making, usmg, selling, licensing, and/or offering to sell within the
`
`United States, and/or importing into the United States their products, Defendants have directly
`
`infringed, and will continue to directly infringe, one or more claims of the '304 patent literally
`
`and/or under the doctrine of equivalents.
`
`20.
`
`Callidus has, at least as of the date of the filing of this complaint,
`
`knowledge of the '304 patent, knowledge that its actions as described above are directly
`
`infringing, inducing and/or contributing to the infringement of the '304 patent, and knowledge
`
`that its SPM Suite including specifically the TrueComp and TrueProducer products lack
`
`substantial non-infringing uses.
`
`4
`
`Ex. 1003 04/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 5 of 7 PageID #: 5
`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 5 of 7 PageID #: 5
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`21.
`
`Versata has been damaged by Callidus’s infringement of the ’304 patent in
`
`an amount to be determined at trial, and has suffered and will continue to suffer irreparable loss
`
`and injury unless Callidus is permanently enjoined from infringing the ’304 patent.
`
`COUNT III: INFRINGEMENT OF THE ’326 PATENT
`
`22.
`
`Versata realleges and incorporates by reference herein the allegations
`
`contained in Paragraphs 1 through 21.
`
`23.
`
`Callidus has been and is now directly infringing, and indirectly infringing
`
`by way of inducing the infringement of and/or contributing to the infringement of, the ’326
`
`patent in the State of Delaware, in this judicial district, and elsewhere within the United States
`
`by, among other things, making, using,
`
`licensing, selling, offering for sale, or importing
`
`software, including Callidus’s SPM Suite and specifically including Callidus’s TrueComp and
`
`TrueProducer software and related services covered by one or more claims of the ’326 patent, all
`
`to the injury of Versata.
`
`24.
`
`By making, using, selling, licensing, and/or offering to sell within the
`
`United States, and/or importing into the United States their products, Defendants have directly
`
`infringed, and will continue to directly infringe, one or more claims of the ’326 patent literally
`
`and/or under the doctrine of equivalents.
`
`25.
`
`Callidus has, at
`
`least as of the date of the filing of this complaint,
`
`knowledge of the ’326 patent, knowledge that its actions as described above are inducing and/or
`
`contributing to the infringement of the ’326 patent, and knowledge that its SPM Suite including
`
`specifically the TrueComp and TrueProducer products lack substantial non-infringing uses.
`
`26.
`
`Versata has been damaged by Callidus’ infringement of the ‘326 patent in
`
`an amount to be determined at trial, and has suffered and will continue to suffer irreparable loss
`
`and injury unless Callidus is permanently enjoined from infringing the ’326 patent.
`
`5
`
`Ex. 1003 05/70
`
`Ex. 1003 05/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 6 of 7 PageID #: 6
`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 6 of 7 PageID #: 6
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`PRAYER FOR RELIEF
`
`WHEREFORE, Plaintiffs Versata Software,
`
`Inc. and Versata Development
`
`Group, Inc. pray for the following relief against Defendant Callidus Software, Inc.:
`
`A.
`
`A judgment in favor of Versata that Callidus has infringed, directly and
`
`indirectly by way of inducing the infringement of and/or contributing to the infringement of
`
`Versata’s ’024, ’304 and ’326 patents;
`
`B.
`
`A permanent
`
`injunction, enjoining Callidus and its officers,
`
`directors, agents, servants, employees, affiliates, divisions, branches, subsidiaries, and parents
`
`from infringing, inducing the infringement of, or contributing to the infringement of Versata’s
`
`’024, ’304 and ’326 patents;
`
`C.
`
`A judgment and order requiring Callidus to pay Versata damages for
`
`Callidus’s infringement of Versata’s ’024, ’304 and ’326 patents, together with interest (both
`
`pre— and post-judgment), costs, and disbursements as fixed by this Court under 35 U.S.C. § 284;
`
`D.
`
`A judgment and order finding that this is an exceptional case within the
`
`meaning of 35 U.S.C. § 285 and awarding to Versata its reasonable attorneys’ fees; and
`
`B.
`
`Any such other and further relief in law or in equity to which Versata may
`
`be justly entitled.
`
`DEMAND FOR JURY TRIAL
`
`Plaintiffs request a trial by jury of any issues so triable by right.
`
`6
`
`Ex. 1003 06/70
`
`Ex. 1003 06/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 7 of 7 PageID #: 7
`Case 1:12-cv-00931-SLR Document 1 Filed 07/19/12 Page 7 of 7 PageID #: 7
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`MORRIS, NICHOLS, ARSHT & TUNNELL LLP
`
`
`
`701a
`B. Blumenfeld (#101- )
`.131
`.lu. In Heaney (#3052)
`.
`1201 North Market Street
`
`PO. Box 1347
`
`Wilmington, DE 19899-1347
`(302) 658-9200
`jblumenfeld@mnat.com
`jheaney@mnat.com
`
`Attorneys for Plaintiffs Versata Software, Inc.
`and Versata Development Group, Inc.
`
`OF COUNSEL:
`
`Alan D. Albright
`Michael Chibib
`
`Conor M. Civins
`
`BRACEWELL & GIULIANI LLP
`
`111 Congress Avenue
`Suite 2300
`
`Austin, TX 78701
`(512) 472-7800
`
`July 19, 2012
`6089940
`
`7
`
`Ex. 1003 07/70
`
`Ex. 1003 07/70
`
`

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`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 1 of 62 PageID #: 8
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`Exhibit A
`
`Ex. 1003 08/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 2 of 62 PageID #: 9
`ease i=12-CV-00931'3LR Mme“ 1'illllllllllllllllllllllllllllll llllllllll lllll‘lllllflllfllllllllllllfillF
`
`USOO7958024B2
`
`(12) Unlted States Patent
`(10) Patent No.:
`US 7,958,024 B2
`
`Chao et al.
`(45) Date of Patent:
`Jun. 7, 2011
`
`(75)
`
`(54) METHOD AND APPARATUS FOR
`PROCESSING SALES TRANSACTION DATA
`Inventors: David Chao.Austin. TX (US); Brian
`Blount,Aust1n, TX (US); Joshua Toub,
`Austin, TX (US); Shari Gharavy,
`.
`AustIn, TX (US); Cheng Zhou,Aust1n,
`TX (US); Charles Erickson, Cedar
`Park’ TX (US)
`
`(73) Assignee: Versata Development Group, Inc.,
`Ausun’ TX (Us)
`
`5,732,263 A
`5,790,677 A
`5,825,651 A
`233223233 2
`5,878,400 A
`
`3/1998 Havens et 31.
`8/1998 FOX et al.
`........................ 705/78
`10/1998 Gupta et a1.
`151333 fiffi‘fflj................. 705/54
`3/1999 Carter, 111
`(Continued)
`
`EP
`
`FOREIGN PATENT DOCUMENTS
`0817017 A2
`1/1998
`
`(Continued)
`OTHER PUBLICATIONS
`
`( * ) N0tice:
`
`Subject. to any disclaimer, the term 0fthis
`patent 15 extended or adJUSted under 35
`U30 1540)) by 1428 days
`
`Sales misconduct may spark ‘excessive’ new regs Frederick schmitt.
`National Underwriter. (Life, health/financial services ed.). Erlanger:
`Mar. 24, 1997. v01. 101,1ss. 12; p. 29, 1pgs.*
`
`(21) Appl. No.: 09/810,012
`
`(22)
`
`Filed:
`
`Mar. 15, 2001
`
`(65)
`
`Prior Publication Data
`
`(51)
`
`Dec. 12, 2002
`
`US 2002/0188535 A1
`Int. Cl.
`(2006.01)
`G06Q 40/00
`(52) US. Cl.
`............................................ 705/35; 705/40
`(58) Field of Classification Search .................... 705/35,
`70539, 40a 38
`See application file for complete search history.
`
`(56)
`
`References Cited
`
`US. PATENT DOCUMENTS
`
`4,825,360 A
`5,181,162 A
`5,337,263 A
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`4/1989 Knight, Jr.
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`11/1997 Shirley et al.
`1/1998 Lynch et al.
`
`.................... 364/200
`................... 715/530
`
`......... 364/401
`
`
`
`(Continued)
`
`Primary Examiner 7 Lalita M Hamilton
`(74) Attorney, Agent, or Firm 7 Hamilton & Terrille, LLP;
`Kent B. Chambers
`
`ABSTRACT
`(57)
`A system provides a way to manage agreements that institu-
`tions such as financial services companies have with distribu-
`tors who sell their products. Each distributor has a plurality of
`sales representatives that earn commissions for selling such
`products. The commissions earned and any other constraints
`imposed on the sales representatives may be defined within a
`selling agreement. The system can generate each selling
`agreement utilizing a set of components representative of the
`type of agreement formed between the institutions and the
`distributor. The components of each selling agreement con-
`tain an associated rule set that enables a configuration engine
`to generate an appropriate document. The system also con-
`tains a set of regulatory conditions for each sale made by the
`sales representatives. The system may be utilized to process
`sales transaction data to ensure that selling agreement terms
`are followed and that regulations for each sale are satisfied.
`
`47 Claims, 8 Drawing Sheets
`
`so“ 7 £23350);
`
`
`t
`m — Ennis“
`asow:
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`YRANSACTKON A 314
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`304 7 newsman
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`308
`
`cow/Em
`user 7 322
`312 7 mNsAcnuu
`MANAGEMENY
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`mums ‘ 32“
`
`Ex. 1003 09/70
`
`N0
`
`mp
`mANSACI‘DM
`Assocmzu
`wlm mmm
`CREDEMTIALS
`\ 317
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`Ex. 1003 09/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 3 of 62 PageID #: 10
`Case 1:12-cv-00931-SLR Document 1—1 Filed 07/19/12 Page 3 of 62 PageID #: 10
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`US 7,958,024 B2
`
`Page 2
`
`U.S. PATENT DOCUMENTS
`
`FOREIGN PATENT DOCUMENTS
`
`6,002,854 A
`6,055,637 A
`6,065,026 A
`6,105,001 A
`6,128,603 A
`6,134,533 A
`251555735? $1
`6:275:871 B1
`6,351,738 B1
`6,351,812 B1
`6,377,956 B1
`6,405,308 B1
`2.:£32; 31
`6:470:318 B1
`6,473,609 B1
`6,477,533 B2
`6,510,513 B1
`6,553,350 132
`6,594,633 Bl
`6,606,744 Bl
`6,618,706 B1
`6 629 153 B1
`’
`’
`6,636,852 B2
`6,662,164 B1
`6,671,818 B1
`6,682,571 B2
`6,714,914 B1
`6,751,596 B1 *
`6,772,204 Bl
`6778380 B2
`65782369 B1 *
`2,346??ng Bi
`6,889,206 B1
`6,938,021 B2
`6,986,038 B1
`6,999,946 132
`7,007,227 B1
`7,016,859 B2
`7,016,871 B1
`7,043,407 B2
`7,069,235 B1
`7,089,315 B2
`3:33:53; 3%
`7,155,409 B1
`7,200,749 B2
`7,225,165 B1
`7,269,788 132
`7,272,572 B1
`7,359,871 B1
`7,373,324 B1
`7,389,259 B2
`7,475,025 B2
`7’500’272 B2 *
`388 588322;: :1
`2001/0037265 A1
`3885882233; :1
`2001/0049622 A1
`2001/0051917 A1
`2002/0023055 A1
`2002/0023109 A1 >x<
`2002/0055850 A1
`2002/0091614 A1
`2002/0120476 A1
`2002/0133383 A 1
`2002/0133458
`A1
`2002/0169678
`A1
`2002/0177911
`A1
`2003/0004840
`A1
`2003/0018481
`A1
`2006/0206789
`A1
`2007/0225999
`A1
`
`...... 709/328
`
`12/1999 Lynch et a1.
`4/2000 Hudson et a1.
`.................. 726/20
`
`5/2000 Cornelia et a1.
`. 715/531
`8/2000 Masi et a1.
`...................... 705/14
`10/2000 Dent et 31.
`10/2000 Shell
`............................... 705/26
`13388? leughaasrtler et 31
`8/2001 ReiiIlIfelder et a1.
`2/2002 Clark
`................... 713/182
`2/2002 Datar et a1.
`4/2002 Hsu et a1.
`................... 707/104.1
`6/2002 GUPta et al~
`33883 $231531 ~~~~~~~~~~~~~~~~~~~~~~ 705%
`10/2002 Coakley
`10/2002 Schwartz et a1.
`............. 455/406
`
`11/2002 Schiff et a1.
`707/10
`......................... 713/156
`1/2003 Danieli
`4/2003 Carter, III
`7/2003 Breerman ~~~~~~~~~~~~~~~~~~~~~~~~~ 705/1
`”003 Mlkmak ~~~~~~~~~~~~~~~~~~~~~~~ 717/174
`9/2003 R1ve et a1.
`....................... 705/30
`9/2003 Gu ta et a1.
`p
`10/2003 Gozdeck et a1.
`.................. 707/9
`12/2003 Koppelman et 31.
`705/14
`
`.. 714/4
`12/2003 Mikurak ........
`.. 705/4
`1/2004 Kunitou et 31
`
`3/2004 Peters et a1.
`.. 705/4
`6/2004 Hastings ..
`705/10
`8/2004 Hansen ~~~~~~~~~~~~~~~~~~~~~~~~~ 709/220
`8/2004 Okamura ~~~~~~~~~~~~~~~~~~~~~~ 700/226
`8/2004 Carrott """"""""""""""" 705/1
`$3882 2:131:22? a1.
`5/2005 Nuttall
`.....
`70552
`.
`8/2005 Shear et a1.
`706/67
`
`..
`1/2006 Leah et a1.
`. 713/155
`2/2006 Nufiall
`............................ 70 5/52
`2/2006 Constantino et al.
`3/2006 Whitesage
`3/2006 Fisher et a1.
`5/2006 Lynch 9t 3L
`~~~~~~~~~~~~~~~ 705/26
`6/2006 Postelnlk et 31'
`8/2006 Nuttall """""""""""""" 709/229
`[(33882 gfigfi 31.
`.................... 705/51
`12/2006 Stroh
`4/2007 Wheeler et a1.
`5/2007 Kyojima et 31.
`9/2007 Gharavy
`9/2007 Pienkos
`4/2008 Paasche et a1.
`5/2008 Engin et a1.
`6/2008 Duncan
`“2009 Wiesehuegel et 31~
`3/2009 Wheeler et 31'
`iggggi ggthlt‘Ztaall """"""""""" 705“
`1 “2001 Kleinberg
`..................... 705/27
`ii/iggi Elitefttflél."""""""""" 707/102
`12/2001 Gozdeck et a1.
`................ 705/11
`12/2001 Bissonette et a1.
`2/2002 Antognini et a1.
`2/2002 Lederer et a1.
`................ 707/511
`5/2002 Powell
`7/2002 Yehia et a1.
`8/2002 Labelle et al.
`9/2002 Zhou et 31.
`9/2002 Zhou et a1.
`11/2002 Chao et a1.
`11/2002 Waugh et a1.
`1/2003 Gharavy
`1/2003 Zhou
`9/2006 Bakman et a1.
`9/2007 Powell
`
`.................... 705/35
`
`,,,,,,,,,,,,,,,,,,,, 705/4
`
`WO
`
`W00205367
`
`1/2002
`
`
`
`
`
`OTHER PUBLICATIONS
`_
`_
`_
`Marketlng and regulatory trends that Wlll affect sales compensatlon
`John M Wellborn, Paul D LaPorte. Journal of Financial Service
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`L S A 1 \I
`09/896 140 Gh
`'
`'
`PP '
`0'
`’
`’
`“WY
`L .S. A 1. \I0. 09/896 144 Ghara
`.
`_
`PP
`,
`,
`_VY
`Norman Walsh, XSL The Extens1ble Style Language [on11ne]. Web
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`_
`3§P>'
`_
`_
`_
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`_
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`
`Ex. 1003 10/70
`
`Ex. 1003 10/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 4 of 62 PageID #: 11
`Case 1:12-cv-00931-SLR Document 1—1 Filed 07/19/12 Page 4 of 62 PageID #: 11
`
`US 7,958,024 B2
`Page 3
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`
`* cited by examiner
`
`Ex. 1003 11/70
`
`Ex. 1003 11/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 5 of 62 PageID #: 12
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 5 of 62 PageID #: 12
`
`U.S. Patent
`
`Jun. 7, 2011
`
`Sheet 1 of 8
`
`US 7,958,024 B2
`
` F55:.;:_5x353sz4:i
`
`Ax!.l.{‘45,]!!!,
`
`3—F
`
`
`
`5.2353.553.25:9:82.::_:__:m_:i?
`
`
`
`
`
`
`:QmflEEoO50:x”0...:qu
`
`23:09:052F>3152:EEcaczzE::
`
`m);_m:_x
`
`
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`CQEQEEQO
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`
`5925;\mwcoci
`
`mzacw
`
`a:
`
`5??
`
`5352.2
`
`:55
`
`Ex. 1003 12/70
`
`
`
`
`
`Eng:96:83:$965:_Q€,E_o;a<E05083$0.605a?”QJfiPFQ
`
`
`
`k.
`
`filly
`./2'Al”l.
`
`Km?mm;m:5::.93:5?6mm;5rd«I\iji.
`
`32.87.956m20:3.sz.5530:50
`
`
`
`
`1:3,I}!!!
`
`
`
`\II-Illl},\II)I-A"!!!.\.._II0
`
`
`
`Ex. 1003 12/70
`
`
`
`
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 6 of 62 PageID #: 13
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 6 of 62 PageID #: 13
`
`US. Patent
`
`Jun. 7, 2011
`
`Sheet 2 of8
`
`US 7,958,024 B2
`
`Figure 2
`
`SALES REP 213
`
`
`SALES REP 214
`l
`
`
`
`SALES REP 215
`
`
`AGREEMENT A
`
`
`DISTRIBUTOR/1
`SALES HEP 2‘26
`
`
`
`
`
`SALES REP 277
`
`
`
`
`1
`208
`1
`SALE: REP 2‘8
`1
`
`PRODUCT 200a
`
`SERVICE 200k)
`
`
`
`
`
`AGREEMENT 3
`PRODUCT or SERVICE
`C’fSTRIBUTOR 3
`SALES REP 22‘.
`
`
`
`MANUFACTURER or SUPPLIER
`
`SALES REF 222
`
`
`
`SALES REP 223
`
`
`l__________________________
`‘
`H SALES REP 224
`i
`J«
`SALES REF' 225
`
`
`AGREEMENT C
`DISTHlBUTO "‘
`SALES RE? 225
`l
`
`
`SALES RE? 227
`,
`;_____.__-
`
`SALES REP 223
`
`
`11
` SALES REP 229
`
`
`PRODUCT 200m
`
`206
`
`—7
`
`Ex. 1003 13/70
`
`Ex. 1003 13/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 7 of 62 PageID #: 14
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 7 of 62 PageID #: 14
`
`US. Patent
`
`Jun. 7, 2011
`
`Sheet30f8
`
`US 7,958,024 B2
`
`CREATE AND
`DEFINE PARTIES
`
`ENTER PARTY
`MEMBERS
`
`SETUPSELUNG
`AGREEMENT
`
`GENERATE
`
`AGREEMENT
`
`SELUNG
`
`Figure 3
`
`314
`
`RESOLVE
`TRANSACHON
`
`AssomAHONs
`
` SKIP
`ARE
`
`TRANSACTION
`
`
`CREDENTIALS
`
` NO
`ASSOCIATED
`
`VALID
`
`
`WITH INVALID
`?
`
`
`CREDENTIALS
`316
`
`
`\317
`YES
`
`300
`
`302
`
`304
`
`306
`
`308
`
`31D
`
`COMPONENTS
`DATA
`
`PERFORM
`COMM$smN
`PnocesgNG
`
`OBTAIN
`LICENSE /
`APPOINTMENT
`INFORMATION
`
`RECEIVE
`TRANSACTION
`DATA
`
`CONVERT
`
`312-—— TRANSACMON
`
`DEBT
`MANAGEMENT
`
`mSTmBUTE
`PAYMENTS
`
`Ex. 1003 14/70
`
`318
`
`320
`
`322
`
`324
`
`Ex. 1003 14/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 8 of 62 PageID #: 15
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 8 of 62 PageID #: 15
`
`US. Patent
`
`Jun. 7, 2011
`
`Sheet 4 of8
`
`US 7,958,024 B2
`
`400
`
`ENTER PARTY
`INFORMATION
`
`Figure 4
`
`DETERMINE
`WHO PARTY CAN
`SUPERVISE
`
`DETERMINE
`WHO CAN
`SUPERVISE
`PARTY
`
`IDENTIFY
`LICENSE
`REQUIREMENTS
`FOR A
`PARTICULAR
`ROLE
`
`402
`
`404
`
`406
`
`408
`
`410
`
`
`
`IDENTIFY
`CUSTOMER
`SPECJFIC
`RULES
`
`ASSOCIATE
`PARTY WITH
`ROLE(S)
`
`412 \\
`DOES PARTY / ROLE
`HAVE ANY
`RELATIONSHIPS?
`
`ROLE MODELING
`
`YES
`
`
`
`DEFINE
`RELATIONSHIPS 414
`
`
`
`Ex. 1003 15/70
`
`Ex. 1003 15/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 9 of 62 PageID #: 16
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 9 of 62 PageID #: 16
`
`U.S. Patent
`
`Jun. 7, 2011
`
`Sheet 5 of8
`
`US 7,958,024 B2
`
`DOCUMENT
`500
`COMPONENTS
`
`Figure 5
` OBTAIN
`
`
`
`KIT 504
`
`
`
`502
`
`OBTAIN
`
`IS
`
`
`COMPENSATION
`CONTRACT KIT TO BE
`
`COMPONENTS
`
`
`RETIRED
`
`
`
`?
`
`YES
`
`
`
`5ET STATE
`
`T0 RETIRED
`
`
`GROUP
`
`COMPONENTS
`
`TOGETHER TO
`FORM CONTRACT
`
`
`CONTRACT KIT TO BE
`
`TERMINATED
`
`YES
`
` 518
`
`SET STATE
`
`TO RETIRED
`
`
`506
`
`DOES USER DESIRE
`
`
`ANOTHER CONTRACT KIT
`
`?
`
`
`
`508 -
`PERFORM
`
`
`GROUPING OF
`
`
`CONTRACT KITS
`
`
`7 S
`
`UBMIT
`CONTRACT KIT
`510
`FOR APPROVAL
`
`
`
`Ex. 1003 16/70
`
`Ex. 1003 16/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 10 of 62 PageID #: 17
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12
`Page 10 of 62 PageID #: 17
`
`U.S. Patent
`
`Jun. 7, 2011
`
`Sheet 6 of 8
`
`US 7,958,024 B2
`
`600
`
`OBTAIN
`APPROPRIATE
`
`CONTRACT KIT
`
`602
`
`604
`
`606
`
`608
`
`ASSEMBLE SELLING
`
`RELATIONS FROM
`AGREEMENT UTILIZING
`
`CONTRACT KIT
`
`AssocIATE
`SELLING
`AGREEMENT
`WITH
`
`DISTRIBUTOR
`
`POPULATE
`COMPONENTS
`OF AGREEMENT
`
`WITH DATA
`
`SUBMIT
`SELLING
`AGREEMENT
`
`FOR APPROVAL
`
`Figure 6
`
`SET STATE TO
`APPROVED
`
`
`
`61 2
`
`61 9
`
`SET STATE
`To PENDING
`
`APPROVAL
`
`
`610
`IS APPROVAL
`GRANTED
`
`
`a
` YES
`
`
`NO
`
`
`SET STATE TO
` 614
`APPROVED
`
`
`
` 616
`IS UPDATE
`ENTER ED
`
`?
`
`YES
`
`618
`
`
`IS UPDATE
`
`OUTSIDE LIMITS
`
`OF‘ CONTRACT KIT
`
`
`
`
`NO
`
`NO
`
`620
`
`KEEP
`APPROVED
`STATE
`
`
`
`YES
`
`Ex. 1003 17/70
`
`Ex. 1003 17/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 11 of 62 PageID #: 18
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 11 of 62 PageID #: 18
`
`U.S. Patent
`
`Jun. 7, 2011
`
`Sheet 7 of8
`
`US 7,958,024 B2
`
`1
`,
`" 7 0
`
`Figure 7a
`
`II
`
`INDICATE
`
`LICENSEIS
`INVALIDSTOP
`
`EXECUTION OF
`
`TRANSACTION
`IS LICENSE
`APPROPRIATE
`LICENSE FOR SALES
`TRANSACTION
`7
`
` 702
`
`ARE EDUCATION
`REQUIREMENTS ASSOCIATED
`WITH LICENSE SATISFIED
`?
`
`704 \
`
`ARE RENEWAL
`REQUIREMENTS ASSOCIATED
`WITH LICENSE SATISFIED
`7
`
`706 \
`ARE RESIDENCY RULES
`ASSOCIATED
`WITH LICENSE SATISFIED
`?
`
`708
`
`IS LICENSE
`EXPIRED
`‘?
`
`to 710
`
`
`
`Ex. 1003 18/70
`
`Ex. 1003 18/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 12 of 62 PageID #: 19
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 12 of 62 PageID #: 19
`
`U.S. Patent
`
`Jun. 7, 2011
`
`Sheet 8 of 8
`
`US 7,958,024 B2
`
`Figure 7b
`
`
`
`IS LICENSE
`
`ASSOCIATED
`INDICATE
`
`
`
`WITH PROPER APPOINTMENT
`APPOINTMENT
`7
`
`
`
`
`IS INVALID &
`STOP
`
`EXECUTION OF
`
`TRANSACTION
`
`726
`
`IS
`E & O
`COVERAGE VALID
`
`’?
`
`IS
`
`
`RENEWAL CRITERIA
`FOR APPOINTMENT
`
`SATISFIED
`7
`
`
`
`
`
`722
`
`
`
`FLAG
`
`
`TRANSACTION
`
`AS VALID
`
`ARE
`
`
`RESIDENCY RULES
`FOR APPOINTMENT
`SATISFIED
`
`'7
`to 378
`
`
`
`
`IS
`
`
`APPOINTMENT
`EXPIRED
`’)
`
`
`NO
`
`Ex. 1003 19/70
`
`Ex. 1003 19/70
`
`

`

`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 13 of 62 PageID #: 20
`Case 1:12-cv-00931-SLR Document 1-1 Filed 07/19/12 Page 13 of 62 PageID #: 20
`
`US 7,958,024 B2
`
`2
`
`In order to provide sales representatives with an incentive
`to sell as much as possible, or to sell more of a desired product
`or products at certain prices, sales organizations create incen-
`tive plans where commissions are provided or offered to the
`sales representatives when specific sales goals or targets are
`achi