Of
`
`Application No.
`
`App|icant(s)
`
`10/955,946
`Examiner
`
`SPRINGFIELD ET AL.
`Art Unit
`
`TIPHANY DICKERSON
`
`3623
`
`-- The MAILING DA TE of this communication appears on the cover sheet with the correspondence address--
`All claims being allowable, PROSECUTION ON THE MERITS IS (OR REMAINS) CLOSED in this application.
`If not included
`herewith (or previously mailed), a Notice of Allowance (PTOL—85) or other appropriate communication will be mailed in due course. THIS
`NOTICE OF ALLOWABILITY IS NOT A GRANT OF PATENT RIGHTS. This application is subject to withdrawal from issue at the initiative
`of the Office or upon petition by the applicant. See 37 CFR 1.313 and MPEP 1308.
`
`1. IX This communication is responsive to Appeal Brief dated 1/17/2012.
`
`2. I:I An election was made by the applicant in response to a restriction requirement set forth during the interview on
`the restriction requirement and election have been incorporated into this action.
`
`5
`
`3. IX The allowed cIaim(s) is/are 1-5 8-14 16-27 30 42-63 and 66-92.
`
`4. El Acknowledgment is made of a claim for foreign priority under 35 U.S.C. § 119( )-(d) or (f).
`a) I:I All
`b) I:I Some*
`c) I:I None
`of the:
`
`1. I:I Certified copies of the priority documents have been received.
`
`2. I:I Certified copies of the priority documents have been received in Application No. j
`
`3. I:I Copies of the certified copies of the priority documents have been received in this national stage application from the
`
`International Bureau (PCT Rule 17.2( )).
`
`* Certified copies not received:
`
`Applicant has THREE MONTHS FROM THE “MAILING DATE” of this communication to file a reply complying with the requirements
`noted below. Failure to timely comply will result in ABANDONMENT of this application.
`THIS THREE-MONTH PERIOD IS NOT EXTENDABLE.
`
`5. |:I A SUBSTITUTE OATH OR DECLARATION must be submitted. Note the attached EXAMINER’S AMENDMENT or NOTICE OF
`INFORMAL PATENT APPLICATION (PTO-152) which gives reason(s) why the oath or declaration is deficient.
`
`6. I:I CORRECTED DRAWINGS (as “replacement sheets”) must be submitted.
`
`(a) I] including changes required by the Notice of Draftsperson’s Patent Drawing Review ( PTO-948) attached
`
`1) I:| hereto or 2) I] to Paper No./Mail Date
`
`(b) I] including changes required by the attached Examiner’s Amendment / Comment or in the Office action of
`Paper No./Mail Date
`Identifying indicia such as the application number (see 37 CFR 1.84(c)) should be written on the drawings in the front (not the back) of
`each sheet. Replacement sheet(s) should be labeled as such in the header according to 37 CFR 1.121(d).
`
`7. El DEPOSIT OF and/or INFORMATION about the deposit of BIOLOGICAL MATERIAL must be submitted. Note the
`attached Examiner’s comment regarding REQUIREMENT FOR THE DEPOSIT OF BIOLOGICAL MATERIAL.
`
`Attachment(s)
`1. IX Notice of References Cited (PTO-892)
`
`2. El Notice of Draftperson‘s Patent Drawing Review (PTO-948)
`
`3. El Information Disclosure Statements (PTO/SB/08),
`Paper No./Mail Date
`4. I:I Examiner’s Comment Regarding Requirement for Deposit
`of Biological Material
`
`5. I:I Notice of Informal Patent Application
`
`6. E Interview Summary (PTO-413),
`Paper No./Mail Date 04/30/2012.
`7. IX Examiner’s Amendment/Comment
`
`8. E Examiner’s Statement of Reasons for Allowance
`
`9. I:| Other
`
`/Andre Boyce/
`Primary Examiner, Art Unit 3623
`
`U.S. Patent and Trademark Office
`
`PTOL-37 (Rev. 03-11)
`
`Notice of Allowability
`
`Part of Paper No./Mail Date 20120430
`
`

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`Application/Control Number: 10/955,946
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`Page 2
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`Art Unit: 3623
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`DETAILED ACTION
`
`1.
`
`2.
`
`3.
`
`The following is a response to the communication received on 17 January 2012.
`
`Claims 1-5, 8-14, 16-27, 30, 42-63 and 66-92 are allowed.
`
`This action includes an examiner’s amendment and reasons for allowance.
`
`Examiner’s Amendment
`
`4.
`
`An examiner’s amendment to the record appears below. Should the changes and/or
`
`additions be unacceptable to applicant, an amendment may be filed as provided by 37 CFR
`
`1.312. To ensure consideration of such an amendment, it MUST be submitted no later than the
`
`payment of the issue fee.
`
`Authorization for this examiner’s amendment was given in a telephone interview with
`
`David Mancino and Christine Liao on April 30, 2012.
`
`In the claims:
`
`1. (currently amended) A method for performing a transaction-related analysis,
`
`comprising the steps of:
`
`providing one or more computerized databases that include at least one of transaction and
`
`consumer data for one or more establishments, the at least one of transaction and consumer data
`
`including one or more transaction records associating at least a product identification code with a
`
`consumer identification code;
`
`

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`Application/Control Number: 10/955,946
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`Page 3
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`Art Unit: 3623
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`formulating an analysis project request via a user interface that is operatively coupled to a
`
`computer system having access to the database; and
`
`generating, by the computer system, an analysis project on the at least one of transaction
`
`and consumer data in response to receiving the analysis project request;
`
`wherein the step of formulating -an ‘th_e analysis project request includes the steps of,
`
`selecting, via the user interface, -an tl1_e analysis project from a predefined list of available
`
`analysis projects;
`
`obtaining, by the computer system a template of executable database analysis scripts
`
`based, at least in part, upon the selected analysis project;
`
`selecting, via the user interface, one or more analysis parameters associated with the
`
`analysis project; and
`
`loading, by the computer system, the selected one or more analysis parameters with the
`
`template of executable database analysis scripts to construct an executable analysis project script
`
`to be executed against on the at least one of transaction and consumer data in the generating step;
`
`wherein the step of selecting, via the user interface, one or more analysis parameters
`
`associated with the analysis project includes the step of selecting one or more products from a
`
`list of available products;
`
`wherein the step of selecting, via the user interface, one or more analysis parameters
`
`associated with the analysis project includes the step of selecting a time frame in which to lin1it
`
`the analysis of the at least one of transaction and consumer data; and
`
`

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`Application/Control Number: 10/955,946
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`Page 4
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`Art Unit: 3623
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`wherein the method further includes the step of executing, by the computer system, the
`
`executable analysis project script on the at least one of transaction and consumer data to produce
`
`result data.
`
`2. (original) The method of claim 1, wherein the user interface is resident on a network
`
`device operatively coupled to the computer system over a global computer network.
`
`3. (original) The method of claim 2, wherein the network device is a web—enabled device
`
`operatively coupled to the computer system over the world—wide—web.
`
`4. (currently amended) The method of claim 3, further comprising a step taken from a
`
`group consisting of:
`
`downloading the -an-a-l-ysi-s—prejeet result data over the world—wide—web from the computer
`
`system; and
`
`transmitting the an-a-l-ysi-s—p1=ejeet result data over the global computer network from the
`
`computer system to a user computer operatively coupled to the global computer network.
`
`5. (previously amended) The method of claim 1, wherein the one or more transaction
`
`records associates the product identification code with at least one of a transaction time and a
`
`transaction date.
`
`6. (canceled).
`
`7. (canceled).
`
`8. (previously amended) The method of claim 1, wherein the predefined list of available
`
`analysis projects includes an analysis project providing rates at which a product associated with
`
`the product identification code is repeat purchased by the consumer associated with the
`
`consumer identification code.
`
`

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`Application/Control Number: 10/955,946
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`Page 5
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`Art Unit: 3623
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`9. (previously amended) The method of claim 1, wherein:
`
`the one or more transaction records associates the product identification code with a
`
`vendor identification code; and
`
`the predefined list of available projects includes an analysis project providing rates at
`
`which products associated with the vendor identification code are cross—purchased by the
`
`consumer associated with the consumer identification code.
`
`10. (previously amended) The method of claim 1, wherein:
`
`the one or more transaction records associates the product identification code with a
`
`vendor identification code; and
`
`the predefined list of available projects includes an analysis project providing a
`
`comparison of rates at which a product associated with a first vendor identification code and a
`
`product associated with a second vendor identification code are purchased.
`
`ll. (previously amended) The method of claim 1, wherein:
`
`the one or more transaction records associates the consumer identification code with a
`
`purchaser category; and
`
`the predefined list of available projects includes an analysis project providing a
`
`comparison of rates at which a product associated with the product identification code is
`
`purchased by consumers in different consumer categories.
`
`12. (previously amended) The method of claim ll, wherein the consumer categories are
`
`defined based upon demographic information associated with the consumer identification code.
`
`

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`Page 6
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`Art Unit: 3623
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`13. (previously amended) The method of claim 11, wherein the consumer categories are
`
`defined based upon data derived from shopping histories associated with the consumer
`
`identification code.
`
`14. (previously amended) The method of claim 13, wherein the consumer categories are
`
`defined based upon data associated with price sensitivity associated with the consumer
`
`identification code.
`
`15. (canceled).
`
`16. (currently amended) The method of claim -16 1, wherein the step of selecting one or
`
`more products from a list of available products is preceded by a step of selecting a product
`
`category from a list of available product categories.
`
`17. (previously amended) The method of claim 1, further comprising the step of saving at
`
`least portions of the analysis project request for re—use in the formulation of future analysis
`
`project requests.
`
`18. (previously amended) The method of claim 1, wherein the step of generating the
`
`analysis project is repeated periodically.
`
`19. (previously amended) The method of claim 1, wherein the one or more transaction
`
`records associates the product identification code and the consumer identification code with a
`
`transaction price.
`
`20. (currently amended) The method of claim 1, further comprising the step of
`
`downloading, via the user interface, the an-al-yai-s—prejeet result data from the computer system.
`
`21. (previously amended) The method of claim 1, wherein the analysis project request
`
`pertains to an analysis project providing rates at which a product associated with the product
`
`

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`Application/Control Number: 10/955,946
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`Page 7
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`Art Unit: 3623
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`identification code is repeat purchased by the consumer associated with the consumer
`
`identification code.
`
`22. (previously amended) The method of claim 1, wherein: the one or more transaction
`
`records associates the product identification code with a vendor identification code; and
`
`the analysis project request pertains to an analysis project providing rates at which
`
`products associated with the vendor identification code are cross—purchased by the consumer
`
`associated with the consumer identification code.
`
`23. (previously amended) The method of claim 1, wherein:
`
`the one or more transaction records associates the product identification code with a
`
`vendor identification code; and
`
`the analysis project request pertains to an analysis project providing a comparison of rates
`
`at which a product associated with a first vendor identification code and a product associated
`
`with a second vendor identification code are purchased.
`
`24. (previously amended) The method of claim 1, wherein:
`
`the one or more transaction records associates the consumer identification code with a
`
`purchaser category; and
`
`the analysis project request pertains to an analysis project providing a comparison of rates
`
`at which a product associated with the product identification code is purchased by consumers in
`
`different purchaser categories.
`
`25. (previously amended) The method of claim 24, wherein the purchaser categories are
`
`defined based upon demographic information associated with the consumer identification code.
`
`

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`Application/Control Number: 10/955,946
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`Page 8
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`Art Unit: 3623
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`26. (previously amended) The method of claim 24, wherein the purchaser categories are
`
`defined based upon data derived from shopping histories associated with the consumer
`
`identification code.
`
`27. (previously amended) The method of claim 26, wherein the purchaser categories are
`
`defined based upon data associated with price sensitivity associated with the consumer
`
`identification code.
`
`28. (canceled).
`
`29. (canceled).
`
`30. (previously amended) The method of claim 1, further comprising the step of
`
`collecting at least a portion of the at least one of transaction and consumer data from shopper
`
`loyalty card data.
`
`3 l. (canceled).
`
`32. (canceled).
`
`33. (canceled).
`
`34. (canceled).
`
`35. (canceled).
`
`36. (canceled).
`
`37. (canceled).
`
`38. (canceled).
`
`39. (canceled).
`
`40. (canceled).
`
`4l. (canceled).
`
`

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`Application/Control Number: 10/955,946
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`Page 9
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`Art Unit: 3623
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`42. (currently amended) A method for performing a transactional analysis, comprising
`
`the steps of:
`
`providing one or more databases that include at least one of transaction and consumer
`
`data for one or more establishments;
`
`providing a computer system having access to the one or more databases;
`
`obtaining from a user, through a computer interface provided by the computer system, an
`
`analysis project selection;
`
`obtaining from the user, through the computer interface provided by the computer
`
`system, parameters for analysis of the at least one of transaction and consumer data, the
`
`parameters for analysis including an identification of retail products for analysis and an
`
`identification of a timeframe for analysis;
`
`feeding, by the computer system, the obtained parameters into a template of executable
`
`database analysis scripts, which corresponds to the analysis project selection, to produce an
`
`executable job file;
`
`executing, by the computer system, the executable job file on the at least one of
`
`transaction and consumer data to return results; and
`
`presenting to the user a project reflecting the returned results.
`
`43. (previously amended) The method of claim 42, wherein the parameters for analysis
`
`include parameters relating to measures of retail sales.
`
`44. (currently amended) The method of claim 43, wherein the parameters for analysis
`
`include an identification of an analysis format
`
`i
`
`.
`
`i
`
`.E.
`
`.
`
`E
`
`.
`
`E
`
`E
`
`1
`
`.
`
`.
`
`

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`Page 10
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`Art Unit: 3623
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`45. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to rates at which consumers make repeat purchases of a retail product.
`
`46. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to rates at which consumers make repeat purchases of a retail product at a particular type of retail
`
`establishment.
`
`47. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to an identification of successful or unsuccessful recently—launched retail products for a retail
`
`establishment.
`
`48. (previously amended) The method claim 44, wherein the analysis format pertains to
`
`rates at which consumers cross—shop a vendor’s retail products.
`
`49. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to rates at which consumers cross—shop a vendor’s retail products at one of a particular retail
`
`establishment and a particular type of retail establishment.
`
`50. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures in a particular retail product category.
`
`51. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures for a vendor’s retail products.
`
`52. (previously amended) The method of claim 51, wherein the analysis format pertains
`
`to key sales measures for the vendor’s retail products over time.
`
`53. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures for a particular brand of retail products over time.
`
`

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`Application/Control Number: 10/955,946
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`Page ll
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`Art Unit: 3623
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`54. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to other retail products purchased by consumers of a vendor’s retail products.
`
`46. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to rates at which consumers make repeat purchases of a retail product at a particular type of retail
`
`establishment.
`
`47. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to an identification of successful or unsuccessful recently—launched retail products for a retail
`
`establishment.
`
`48. (previously amended) The method claim 44, wherein the analysis format pertains to
`
`rates at which consumers cross—shop a vendor’s retail products.
`
`49. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to rates at which consumers cross—shop a vendor’s retail products at one of a particular retail
`
`establishment and a particular type of retail establishment.
`
`50. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures in a particular retail product category.
`
`51. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures for a vendor’s retail products.
`
`52. (previously amended) The method of claim 51, wherein the analysis format pertains
`
`to key sales measures for the vendor’s retail products over time.
`
`53. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to key sales measures for a particular brand of retail products over time.
`
`

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`Page 12
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`Art Unit: 3623
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`54. (previously amended) The method of claim 44, wherein the analysis format pertains
`
`to other retail products purchased by consumers of a vendor’s retail products.
`
`55. (previously amended) The method of claim 44, wherein the analysis pertains to
`
`locations where a particular retail product is sold.
`
`56. (previously amended) The method of claim 44, wherein the analysis pertains to
`
`locations where a vendor’s brand of retail products is sold.
`
`57. (previously amended) The method of claim 44, wherein the analysis pertains to types
`
`of consumers who purchase the vendor’s retail products.
`
`58. (previously amended) The method of claim 57, wherein the analysis pertains to types
`
`of consumers who purchase the vendor’s retail products over time.
`
`59. (previously amended) The method of claim 57, wherein the analysis pertains to types
`
`of consumers who purchase the vendor’s retail products in one of a particular retail establishment
`
`and a particular type of retail establishment.
`
`60. (previously amended) The method of claim 44, wherein, in the step of obtaining from
`
`the user, through the computer interface provided by the computer system parameters for
`
`analysis of the at least one of transaction and consumer data, the user is prompted to select at
`
`least one of the parameters for analysis from a menu containing a plurality of available
`
`parameters.
`
`61. (previously amended) The method of claim 60, wherein the user is prompted to select
`
`each of the parameters for analysis from the menu.
`
`62. (previously amended) The method of claim 44, wherein the computer interface is a
`
`web—based interface.
`
`

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`Page 13
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`Art Unit: 3623
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`63. (previously amended) The method of claim 62, further comprising, prior to the
`
`obtaining step, a step of verifying that the user has rights to access the computer system.
`
`64. (canceled).
`
`65. (canceled).
`
`66. (previously amended) The method of claim 44, wherein:
`
`the project reflecting the returned results is presented as a spreadsheet file;
`
`the method further comprises a step of generating the spreadsheet file from the returned
`
`results; and
`
`the generating step including the steps of selecting a spreadsheet project template from a
`
`plurality of available spreadsheet project templates based, at least in part, upon the analysis
`
`project selection and populating the spreadsheet project template with at least a portion of the
`
`returned results.
`
`67. (previously amended) The method of claim 42, wherein at least one of transaction and
`
`consumer data includes an identity of products purchased, quantity of products purchased, date
`
`of purchase, and a code related to a particular purchasing consumer.
`
`68. (previously amended) The method of claim 42, wherein the project reflecting the
`
`returned results is presented as an interactive project.
`
`69. (previously amended) The method of claim 68, further comprising a step of
`
`generating the interactive project from the returned results, the generating step including the
`
`steps of selecting a project template from a plurality of available project templates based upon at
`
`least the analysis project selection and populating the project template with at least a portion of
`
`the returned results.
`
`

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`Page 14
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`Art Unit: 3623
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`70. (previously amended) The method of claim 42, wherein the step presenting to the user
`
`a project reflecting the returned analysis includes the steps of:
`
`notifying the user of the availability of the project; and
`
`providing the user with access to the project after notifying the user and upon the user
`
`requesting access to the project.
`
`71. (previously amended) The method of claim 70, wherein the step of providing the user
`
`with access to the project includes the step of downloading the project to the user’s computer.
`
`72. (previously amended) The method of claim 70, wherein the step of providing the user
`
`with access to the project includes the step of providing the access to the project to the user via a
`
`web—based interface.
`
`73. (currently amended) A computerized system for performing analysis comprising:
`
`one or more databases having at least one of transaction and consumer data for one or
`
`more establishments, the at least one of transaction and consumer data including one or more
`
`transaction records associating at least a product identification code with a consumer
`
`identification code;
`
`a plurality of analysis project script executable code templates and a plurality of analysis
`
`project interactive output spreadsheet templates; and
`
`a computer system having access to the database and the plurality of analysis project
`
`script templates and analysis project interactive output spreadsheet templates, the computer
`
`system being configured to perform the steps of:
`
`

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`Application/Control Number: 10/955,946
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`Page 15
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`Art Unit: 3623
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`obtaining parameters for analysis of the at least one of transaction and consumer data, the
`
`parameters for analysis including an identification of retail products for analysis and an
`
`identification of a timeframe for analysis;
`
`feeding the obtained parameters into a selected one of the plurality of analysis project
`
`script templates to produce an executable job file;
`
`executing the executable job file on the at least one of transaction and consumer data to
`
`return results’
`
`inserting the returned results into a selected one of the plurality of analysis project
`
`interactive output spreadsheet templates to produce an interactive output; and
`
`inserting the returned results into a selected one of the plurality of analysis project
`
`interactive output spreadsheet templates to produce an interactive output; and
`
`
`
`transmitting the project interactive output to a user interface operatively coupled to the
`
`computer system.
`
`74. (previously amended) The computerized system of claim 73, wherein the one or more
`
`transaction records associates the product identification code and the consumer identification
`
`code with a transaction price.
`
`75. (previously amended) The computerized system of claim 73, wherein the project
`
`provides rates at which a product associated with the product identification code is repeat
`
`purchased by the consumer associated with the consumer identification code.
`
`

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`Application/Control Number: 10/955,946
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`Page 16
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`Art Unit: 3623
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`76. (previously amended) The computerized system of claim 73, wherein:
`
`the one or more databases include one or more product records that associate the product
`
`identification code with a vendor identification code; and
`
`the project provides rates at which products associated with the vendor identification
`
`code are cross—purchased by the consumer associated with the consumer identification code.
`
`77. (previously amended) The computerized system of claim 73, wherein:
`
`the one or more databases include one or more product records that associate the product
`
`identification code with a vendor identification code; and
`
`the project provides rates at which a product associated with a first vendor identification
`
`code and a product associated with a second vendor identification code are purchased.
`
`78. (previously amended) The computerized system of claim 73, wherein:
`
`the one or more databases include one or more consumer records that associate the
`
`consumer identification code with a purchaser category; and
`
`the project provides a comparison of rates at which a product associated with the product
`
`identification code is purchased by consumers in different consumer categories.
`
`79. (previously amended) The computerized system of claim 78, wherein the consumer
`
`categories are defined based upon demographic information associated with the consumer
`
`identification code.
`
`80. (previously amended) The computerized system of claim 78, wherein the consumer
`
`categories are defined based upon data derived from shopping histories associated with the
`
`consumer identification code.
`
`

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`Application/Control Number: 10/955,946
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`Page 17
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`Art Unit: 3623
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`81. (previously amended) The method of claim 80, wherein the consumer categories are
`
`defined based upon data associated with price sensitivity associated with the consumer
`
`identification code.
`
`82. (previously amended) The computerized system of claim 73, the at least one of
`
`transaction and consumer data is taken from shopper loyalty card data.
`
`83. (currently amended) The method of claim 1, wherein the step of generating, by the
`
`computer system, an analysis project includes the steps of:
`
`
`
`obtaining, by the computer system, a spreadsheet template; and
`
`inserting, by the computer system, the result data into the spreadsheet template to provide
`
`the analysis project.
`
`84. (previously added) The method of claim 83, wherein the spreadsheet template is an
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`interactive spreadsheet template and the analysis project is an interactive analysis project.
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`85. (previously added) The method of claim 83, wherein the spreadsheet template is
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`obtained based, at least in part, upon the selected analysis project.
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`86. (previously added) The method of claim 42, further comprising:
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`determining the user’s permission rights to access the computer system; and
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`wherein the step of obtaining from the user, through the computer interface provided by
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`the computer system, an analysis project request includes providing a menu to the user interface
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`that comprises a list of available project requests that may be selected by the user and the list of
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`available project requests is provided, at least in part, based upon the user’s permission rights.
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`

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`Application/Control Number: 10/955,946
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`Page 18
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`Art Unit: 3623
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`87. (previously added) The method of claim 68, wherein the interactive project provides
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`the ability for a user to toggle between two or more different formats of display of the returned
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`results.
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`88. (previously added) The method of claim 87, wherein the two or more different
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`formats of display of the returned results includes a bar—graph display.
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`89. (previously added) The method of claim 87, wherein the two or more different
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`formats of display of the returned results includes a Venn diagram display.
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`90. (currently amended) The computerized system of claim 73, wherein the selected one
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`of the plurality of interactive output spreadsheet templates provides the ability for a user to
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`toggle between two or more different formats of display of the returned results.
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`91. (previously added) The computerized system of claim 90, wherein the two or more
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`different formats of display of the returned results includes a bar—graph display.
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`92. (previously added) The computerized system of claim 91, wherein the two or more
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`different formats of display of the returned results includes a Venn diagram display.
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`

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`Application/Control Number: 10/955,946
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`Page 19
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`Art Unit: 3623
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`5.
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`The following is an examiner’s statement of reasons for allowance:
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`Reasons for Allowance
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`The examiner reconsidered the argument as to whether Anderson in View of Anand
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`teaches loading, by the computer system, the selected one or more analysis parameters with the
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`template of executable database analysis scripts to construct an executable analysis project
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`script to be executed against the at least one of transaction and consumer data in the generating
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`step. Examiner found the Applicant’s arguments persuasive, (see Appeal Brief, dated
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`01/17/2012, p. 16-17).
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`Additionally, amendments to the claims were agreed upon to place the application in
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`condition for allowance (via telephonic interview conducted on 04/30/2012, see PTOL—4l3
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`Interview Summary Form).
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`6.
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`Any comments considered necessary by applicant must be submitted no later than the
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`payment of the issue fee and, to avoid processing delays, should preferably accompany the issue
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`fee. Such submissions should be clearly labeled “Comments on Statement of Reasons for
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`Allowance.”
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`Conclusion
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`7.
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`The prior art made of record and not relied upon is considered pertinent to applicant's
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`disclosure.
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`

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`Application/Control Number: 10/955,946
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`Page 20
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`Art Unit: 3623
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`- Magi, A.W., "Share of Wallet in Retailing: The Effects of Customer Satisfaction, Loyalty
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`Cards, and Shopper Characteristics (2003), Journal of Retailing: Vol. 79, pp. 97-106,
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`discloses methods for analyzing customer sales information.
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`— Hoare, S., "Know the Clients, Meet Their Needs," (4/11/2001), The Times, London, p.
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`ECRM 9, discloses a system that analyzes customer activity, buying patterns and the
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`performance of stores and then uses the information to monitor promotions.
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`- Clayton—Smith, D., "Do It All's Loyalty Programme - and Its Impact on Customer
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`Retention," (1996), Managing Service Quality: Vol. 6, lss. 5, p. 33, discloses techniques
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`for mining customer sales and loyalty card data.
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`— Melchione et al. (US 5,930,764) discloses a sale and marketing support system using a
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`customer information database.
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`— Melchione et al. (US 5,966,695) discloses a sales and marketing support system.
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`— Riordan et al. (US 6,078,891) discloses a system and method for collecting and
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`processing marketing data.
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`Any inquiry concerning this communication or earlier communications from the
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`examiner should be directed to TIPHANY DICKERSON whose telephone number is (571)270-
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`7048. The examiner can normally be reached on M—F 10:00AM-7:00PM.
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`If attempts to reach the examiner by telephone are unsuccessful, the examiner’s
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`supervisor, Beth Boswell can be reached on (571)272-6737. The fax phone number for the
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`organization where this application or proceeding is assigned is 571-273-8300.
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`

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`Application/Control Number: 10/955,946
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`Page 21
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`Art Unit: 3623
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`Information regarding the status of an application may be obtained from the Patent
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`Application Information Retrieval (PAIR) system. Status information for published applications
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`may be obtained from either Private PAIR or Public PAIR. Status information for unpublished
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`applications is available through Private PAIR only. For more information about the PAIR
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`system, see http://pair-direct.uspto.gov. Should you have questions on access to the Private PAIR
`
`system, contact the Electronic Business Center (EBC) at 866-217-9197 (toll—free). If you would
`
`like assistance from a USPTO Customer Service Representative or access to the automated
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`information system, call 800-786-9199 (IN USA OR CANADA) or 571-272-1000.
`
`/Tiphany B. Dickerson/
`Examiner, Art Unit 3623
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`April 30, 2012
`
`/Andre Boyce/
`Primary Examiner, Art Unit 3623