`
`
`
`
`
` 705 - 1
`
`CLASS 705, DATA PROCESSING: FINANCIAL,
`BUSINESS PRACTICE, MANAGEMENT, OR
`COST/PRICE DETERMINATION
`
`combination with apparatus under the class definition is
`classified in this class unless provided for in the appro-
`priate external class.
`
`SECTION I - CLASS DEFINITION
`
`This is the generic class for apparatus and correspond-
`ing methods for performing data processing operations,
`in which there is a significant change in the data or for
`
`performing calculation operations wherein the apparatus
`
`or method is uniquely designed for or utilized in the
`
`
`practice, administration, or management of an enter-
`prise, or in the processing of financial data.
`
`This class also provides for apparatus and correspond-
`
`ing methods for performing data processing or calculat-
`ing operations in which a charge for goods or services is
`determined.
`
`This class additionally provides for subject matter
`
`
`described in the two paragraphs above in combination
`
`with cryptographic apparatus or method.
`
`
`Subclasses 705/300-348 were established prior to com-
`
`plete reclassification of all project documents. Docu-
`ments that have not yet been reclassified have been
`placed in 705/1.1. Until reclassification is finished a
`complete search of 705/300-348 should include a search
`of 705/1.1. Once the project documents in 705/1.1 have
`
`been reclassified they will be moved to the appropriate
`
`subclasses and this note will be removed.
`
`SCOPE OF THE CLASS
`
`
`
`1. The arrangements in this class are generally used for
`problems relating to administration of an organization,
`
`commodities or financial transactions.
`
`2. Mere designation of an arrangement as a “business
`
`machine” or a document as a “business form” or “busi-
`ness chart” without any particular business function will
`
`not cause classification in this class or its subclasses.
`
`3. For classification herein, there must be significant
`
`claim recitation of the data processing system or calcu-
`lating computer and only nominal claim recitation of
`any external art environment. Significantly claimed
`apparatus external to this class, claimed in combination
`with apparatus under the class definition, which perform
`data processing or calculation operations are classified
`in the class appropriate to the external device unless
`specifically excluded therefrom.
`
`4. Nominally claimed apparatus external to this class in
`
`5. In view of the nature of the subject matter included
`herein, consideration of the classification schedule for
`the diverse art or environment is necessary for proper
`search.
`
`OTHER CLASSIFICATION SYSTEMS
`
`Each subclass definition may contain an OTHER
`
`
`CLASSIFICATION SYSTEMS listing that is to be used
`
`
`for informational purposes only. These classification
`listings may change at any time after their publication
`and are therefore not guaranteed to be current. In addi-
`tion, the classification listing does not necessarily indi-
`
`cate the sole relationship between the U.S. Patent
`Classification System and foreign classifications. Even
`where a single classification is listed for a single U.S.
`subclass, a one-to-one correlation should not be
`
`inferred. As a result, information contained therein is
`
`considered to be only a guide to related subject matter.
`
`
`Types of other classification systems may include:
`
`• IPC7, which indicates an International Patent Classifi-
`cation (seventh edition) of the World Intellectual Prop-
`erty Organization (WIPO),
`
`• JPO/FI, which indicates the Japanese Patent Office
`
`and its File Index (FI is a subdivision of the IPC with
`related subject matter) classifications, or
`
`
`• European Patent Classification (ECLA), which indi-
`cates the European Patent Office s classification and
`also further subdivides the IPC into related subject mat-
`ter, or
`
`• Derwent, which indicates a classification from the
`Derwent Classification System.
`
`II
`SECTION
`CLASSES
`
`- REFERENCES TO OTHER
`
`SEE OR SEARCH CLASS:
`
`177, Weighing Scales, subclasses 25.11+ for a com-
`puterized scale.
`186, Merchandising, various subclasses for cus-
`tomer service methods and apparatus in a vari-
`ety of areas including banking, restaurant and
`stores.
`
`January 2012
`
`
`
`
`Page 1 of 53
`
`TRADING TECH EXHIBIT 2121
`TRADESTATION v. TRADING TECH
`CBM2015-00179
`
`
`
`CLASSIFICATION DEFINITIONS
`
`
`705 - 2
`January 2012
`
`235,
`
`283,
`
`307,
`
`340,
`
`341,
`
`345,
`
`359,
`
`basic
`for
`subclasses
`Registers, various
`machines and associated indicating mecha-
`
`nisms for ascertaining the number of move-
`ments of various devices and machines, plus
`machines made from these basic machines
`alone (e.g., cash registers, voting machines),
`
`and in combination with various perfecting fea-
`tures, such as printers and recording means. In
`addition, search Class 235 for various data
`bearing record controlled systems. Search sub-
`classes 375 through 386 for a system having a
`detail of a record-sensing device in combina-
`
`tion with a system utilized for banking, deter-
`mining credit, maintaining an inventory, access
`
`
`control, vending, voting, time or operations
`analysis and having no more than a nominal
`
`recitation of a computer or data processing
`arrangement. Search subclasses 7+ for cash
`register; and subclass 61 for mechanically
`computing a cost/price ratio. Note that a nomi-
`nally claimed record or card sensor is consid-
`
`
`ered to be a peripheral of the data processing
`
`system.
`
`Printed Matter, various subclasses for business
`forms and methods of using such forms.
`Electrical Transmission or Interconnection
`Systems, various subclasses for generic resid-
`ual electrical transmission or interconnection
`systems and miscellaneous circuits.
`sub-
`Communications: Electrical, various
`classes for residual electrical communication
`
`systems, subclasses 5.1-5.92 for communica-
`tion details including authorization, vending,
`credit and access control; and see related
`classes elsewhere; particularly subclasses 5.4-
`
`5.42 for credit authorization control, and sub-
`classes 5.9-5.92 for intelligence comparison for
`commodity controlling (e.g., vending).
`
`
`Coded Data Generation or Conversion, vari-
`ous subclasses for electrical pulse and digital
`code conversion.
`Computer Graphics Processing and Selective
`
`Visual Display Systems, subclasses 418
`
`for data presentation/computer
`through 475
`graphics processing; subclasses 581-618 for
`data presentation processing; and subclasses
`1.1-111 for the selective control of two or more
`light generating or light controlling display ele-
`ments in accordance with a received image sig-
`nal.
`Optics: Systems and Elements, subclasses
`107+ for an optical computing arrangement.
`
`360,
`
`365,
`
`369,
`
`370,
`
`371,
`
`375,
`
`377,
`
`379,
`
`380,
`
`382,
`
`Dynamic Magnetic Information Storage or
`
`
`Retrieval, which is an integral part of Class 369
`following subclass 18, for record carriers and
`systems wherein information is stored and
`retrieved by interaction with a medium and
`there is relative motion between a medium and
`a transducer, for example, magnetic disk drive
`devices and control thereof, per se.
`Static Information Storage and Retrieval, vari-
`ous subclasses for addressable static singular
`storage elements or plural singular storage ele-
`
`ments of the same type.
`
`Dynamic Information Storage or Retrieval,
`
`various subclasses for record carriers and sys-
`tems wherein
`information
`is stored and
`retrieved by interaction with a medium and
`there is relative motion between a medium and
`a transducer.
`Multiplex Communications, various subclasses
`for generic multiplexing and demultiplexing
`
`systems.
`Error Detection/Correction and Fault Detec-
`tion/Recovery, various subclasses for generic
`electrical pulse or pulse coded data error detec-
`tion and correction.
`
`Pulse or Digital Communications, various sub-
`classes for generic pulse or digital communica-
`
`tion systems.
`Electrical Pulse Counters, Pulse Dividers, or
`Shift Registers: Circuits and Systems, various
`subclasses for generic circuits for pulse count-
`ing.
`sub-
`Telephonic Communications, various
`classes for two-way electrical communication
`of intelligible audio information of arbitrary
`content over a link including an electrical con-
`ductor. In addition, search subclasses 111
`
`through 132 for a computer controlled tele-
`phone traffic and charge determining arrange-
`ment; subclass 284 for a processor controlled
`central switching arrangement.
`Cryptography, appropriate subclasses for cryp-
`tographic apparatus or method in general and
`foreign art collections FOR 103 through FOR
`
`
`150 for related foreign patents/nonpatent litera-
`ture.
`
`for
`Image Analysis, appropriate
`subclasses
`operations performed on image data with the
`aim of measuring a characteristic of an image,
`detecting variations, detecting structures, or
`transforming the image data, and for proce-
`dures for analyzing and categorizing patterns
`present in image data.
`
`January 2012
`
`
`
`Page 2 of 53
`
`
`
`CLASSIFICATION DEFINITIONS
`
`
` January 2012
`
`
`
` 705 - 3
`
`434,
`
`463,
`
`700,
`
`704,
`
`708,
`
`709,
`
` Education and Demonstration, subclasses 107
`
`through 110, 219+ and 306 for education or
`demonstration of business or economics, occu-
`pations and voting, subclasses 322+ for ques-
`tion or problem eliciting response.
`Amusement Devices: Games, subclasses 1+,
`
`when there is a recitation (according to para-
`graph 3, under Scope of the Class, in the Class
`
`Definition of this class (705)) of a method or
`apparatus for moving or processing informa-
`
`tion specified as game or contest information,
`especially subclasses 16+, where game or con-
`
`test information relates to a chance-type game
`(i.e., one that involves an award or prize based
`upon the occurrence of a chance happening or
`event; e.g., lottery, keno, slot machine, etc.).
`
`However, in order for the specified information
`to be considered significant for placement in
`
`Class 463, there must be significant game pro-
`cessing. For example, the mere printing of a
`selected lottery number is not significant unless
`
`there is also included an element of a game for
`Class 463 (e.g., a determination of whether the
`number is a winning number, such as by lot
`matching, a determination of an award or prize
`value associated with a number, etc.). A “cou-
`pon” or price adjustment given to a patron
`based upon an item purchased or another pre-
`determined or nonrandom criteria is not con-
`sidered to be a chance event or happening
`appropriate for Class 463.
`Data Processing: Generic Control Systems or
`Specific Applications, subclasses 90
`through
`
`306 for devices or methods for controlling the
`
`processing or manufacturing of, or being
`responsive to a physical or mechanical condi-
`
`tion of, a product or material, and. subclasses
`
`245-264 for robot control.
`Data Processing: Speech Signal Processing,
`
`Linguistics, Language Translation, and Audio
`Compression/Decompression, subclasses 231+
`for a speech recognition system.
`Electrical Computers: Arithmetic Processing
`and Calculating, subclasses 100+ for electrical
`digital calculating computer combined with
`diverse art device such as a checkbook or cal-
`
`endar or with inputs or outputs specialized for a
`particular environment including business.
`
`Electrical Computers and Digital Processing
`Systems: Multicomputer Data Transferring or
`Plural Process Synchronization, appropriate
`subclasses for multicomputer data transferring.
`
`713,
`
`714,
`
`902,
`
`
`Electrical Computers and Digital Processing
`Systems: Support, subclasses 150 through 194
`for cryptographic computer and digital pro-
`cessing system support and foreign art collec-
`
`tions FOR 123 and FOR 125 for related foreign
`patents/nonpatent literature.
`Error Detection/Correction and Fault Detec-
`tion/Recovery, subclasses 1 through 57
`for
`
`reliability and availability in a digital data pro-
`cessing system.
`Electronic Funds Transfer, for art collections
`including a detail of a security measure, an
`ATM machine, a terminal or an identifier used
`in an electronic funds transfer.
`
`SECTION III - REFERENCES TO OTHER CLAS-
`SIFICATION SYSTEMS
`
`IPC G06F, for electric digital processing.
`
`ECLA G06F, for electric digital data processing.
`
`Derwent T01, for digital computers.
`
`SECTION IV - GLOSSARY
`
`ARRANGEMENT
`
`
`Either a device or a method of use of a device for per-
`forming the indicated process.
`
`CALCULATING OPERATIONS
`
`Arithmetic or some limited logic operations performed
`upon or with signals representing numbers or values.
`
`COMPUTER
`
`A machine that inputs data, processes data, stores data,
`and outputs data.
`
`
`CRYPTOGRAPHY
`
`Secret information storage or communication. This
`includes equipment or process which (a) conceals or
`obscures intelligible information by transforming such
`information so as to make the information unintelligible
`
`to a casual or unauthorized recipient, or (b) extracts
`intelligible information from such a concealed represen-
`tation, including breaking of unknown codes and mes-
`sages.
`
`January 2012
`
`
`
`
`Page 3 of 53
`
`
`
`
`705 - 4
`
` CLASSIFICATION DEFINITIONS January 2012
`
`
`
`
`
`
`
` DATA
`
`1.1
`
`Representation of information in a coded manner suit-
`able for communication, interpretation, or processing.
`
`DATA PROCESSING
`
`(For the purpose of this class) A systematic operation on
`
`
`
`data in accordance with a set of rules which results in a
`significant change in the data.
`
`DEVICE
`
`An assemblage of components at a single location or
`which may have its several components at geographi-
`cally distinct locations, i.e., a network.
`
`ENTERPRISE
`
`A conventional business organization, a governmental
`organization or a nonprofit organization.
`
`FREQUENT USAGE INCENTIVE
`
`A point, mile, etc., which is given to a user for customer
`loyalty (e.g., purchasing goods, reading advertisements,
`
`etc.) to a product, merchant or service.
`
`FREQUENT USAGE REWARD
`
`An award (i.e., prize) given to a user when he/she trades
`in his/her accumulated points, miles, etc., earned as part
`of a frequent usage incentive program.
`
`KEY
`
`A formula, word or signal used to define a code in
`encryption or decryption of the information. Such a sig-
`nal is often a digital signal having a predetermined or
`pseudorandom content
`
`PRACTICE
`
`A function directly related to the commercial activity of
`an enterprise (e.g. the exchange, buying or selling of
`commodities).
`
`This class additionally provides for subject matter
`
`
`described in the two paragraphs above in combination
`
`with cryptographic apparatus or method.
`
`
`
`SUBCLASSES
`
`January 2012
`
`AUTOMATED ELECTRICAL FINAN-
`
`CIAL OR BUSINESS PRACTICE OR
`MANAGEMENT ARRANGEMENT:
`This subclass is indented under the class defini-
`
`tion. Subject matter wherein an electrical
`apparatus and its corresponding methods per-
`form the data processing operations, in which
`there is a significant change in the data or for
`performing calculation operations wherein the
`apparatus or method is uniquely designed for
`
`or utilized in the practice, administration, or
`
`management of an enterprise, or in the process-
`
`ing of financial data.
`
`(1) Note. The term “arrangement” as used
`in this and its indented subclasses refers
`to either a device or to a method of use
`of a device for performing the indicated
`process. Further, a device may be an
`assemblage of components at a single
`
`
`location or may have its several compo-
`nents at geographically distinct loca-
`tions, i.e., a network.
`
`(2) Note. The term “enterprise” as used in
`this and
`its
`indented subclasses
`is
`intended to include governmental and
`nonprofit organizations, as well as con-
`ventional business organizations.
`
`(3) Note. The arrangements in this and its
`indented subclasses are generally used
`
`for problems relating to administration
`of an organization, commodities, finan-
`cial transactions, or recreation.
`
`(4) Note. Mere designation of an arrange-
`ment as a “business machine” or a docu-
`ment as a “business form” or “business
`
`chart” without any particular business
`function will not cause classification in
`
`this or its indented subclasses.
`
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`50,
`through 79 for business processing
`using cryptography.
`for a financial or business practice or
`management arrangement without the
`use of computers.
`
`500,
`
`
`
`Page 4 of 53
`
`
`
`
`
` January 2012 CLASSIFICATION DEFINITIONS
`
`
`
`
`
` 705 - 5
`
`379,
`
`463,
`
` SEE OR SEARCH CLASS:
`
`235,
` Registers, subclasses 379 through 383
`
`and 385 for a system having a detail
`of a record-sensing device in combi-
`
`nation with a system utilized for bank-
`
`ing, determining credit or maintaining
`an inventory, and having no more than
`a nominal recitation of a computer or
`
`data processing arrangement. Note
`that a nominally claimed record or
`card sensor is considered to be a
`peripheral of the data processing sys-
`tem.
`Telephonic Communications, 111
`through 132 for a computer controlled
`telephone traffic and charge determin-
`
`
`ing arrangement; subclass 284 for a
`processor controlled central switching
`
`arrangement.
`Amusement Devices: Games, sub-
`class 1.1, when there is a recitation
`(according to the (3) Note of Section
`III of the Class 705 Definition) of a
`method or apparatus for moving or
`processing information specified as
`game or contest in formation, espe-
`
`cially subclass 16, where game or
`contest
`information
`relates
`to a
`chance-type game (i.e., one
`that
`involves an award or prize based upon
`the occurrence of a chance happening
`or event; e.g., lottery, keno, slot
`
`machine, etc.). However, in order for
`the specified information to be con-
`sidered significant for placement in
`Class 463, there must be significant
`game processing. For example, the
`
`mere printing of a
`selected lottery
`
`number is not significant unless there
`is also included an element of a game
`for Class 463 (e.g., a determination of
`whether the number is a winning
`
`
`number, such as by lot matching, a
`determination of an award or prize
`value associated with a number, etc.).
`A “coupon” or price adjustment given
`
`to a patron based upon an item pur-
`chased or another predetermined or
`
`nonrandom criteria is not considered
`to be a chance event or happening
`appropriate
`for Class 463.
`
`2
`
`700,
`
`707,
`
`Data Processing: Generic Control
`Systems or Specific Applications,
`
`a
`subclasses 90 through 306
`for
`device which either controls the pro-
`
`cessing of, or is responsive to a physi-
`cal or mechanical condition of a
`product or material.
`Data Processing: Database, Data Min-
`
`ing, and File Management or Data
`Structures, for databases or file man-
`agement of data per se.
`
`Health care management (e.g., record man-
`agement, ICDA billing):
`This subclass is indented under subclass 1.1.
`Subject matter drawn to a computer imple-
`mented system or method particularly adapted
`
`for a health care management or delivery orga-
`nization.
`
`(1) Note. The terms “medical” and “health
`care” are intended to cover all type of
`treatment or diagnosis of the human
`body, such as dentistry, podiatry, phar-
`maceuticals, etc.
`
`(2) Note. The term “particularly adapted”
`refers to having an element peculiar to a
`health care system. Incidental use of a
`business arrangement of general utility,
`in a health care environment will not be
`
`classified in this or its indented sub-
`classes.
`
`(3) Note. Billing systems based on entered
`medical codes, for example, ICDA codes
`(International Classification of Diseases
`Abstracted), are included herein.
`
`
`OTHER CLASSIFICATION SYSTEMS:
`
`January 2012
`
`
`
`
`Page 5 of 53
`
`
`
`CLASSIFICATION DEFINITIONS
`
`
`705 - 6
`January 2012
`
`Reservation, check-in, or booking display
`for reserved space:
`This subclass is indented under subclass 1.1.
`Subject matter drawn to a computerized record
`keeping system for recording allocation of
`space in advance of use (e.g., airplane, train or
`concert reservation).
`
`(1) Note. The term “space” is intended to
`include seating.
`
`(2) Note. Such allocation includes airplane,
`train, or concert seating, as well as hotel
`room assignment.
`
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`13,
`for a transportation access system not
`involving advance allocation of a spe-
`cific space (e.g., fare collection).
`for a restaurant system not involving
`advance allocation of a specific space.
`
`15,
`
`SEE OR SEARCH CLASS:
`Communications: Electrical, sub-
`340,
`
`classes 4.6 through 4.62 for
`similar
`subject matter with no more than
`nominal data processing.
`
`
`OTHER CLASSIFICATION SYSTEMS:
`
`
`
`ECLA G06F 17/60C7, [for organizing, fore-
`casting, or planning] for reservation.
`
`DERWENT T05-C, for ticket issuing, fare-
`registering, and franking apparatus
`
`DERWENT T05-C01, for ticket and receipt
`issuing.
`
`DERWENT T05-D01A, with card or badge
`access.
`
`Coordination of plural reservations (e.g.
`plural trip segments, transportation and
`accommodation, etc.):
`This subclass is indented under subclass 5.
`Subject matter wherein the processing system
`coordinates multiple distinct reservations for a
`single itinerary.
`
`
`(1) Note. The term “multiple distinct reser-
`vations” is not intended to include a plu-
`
`rality of similar
`reservations
`(e.g.,
`reservations for a plurality of seats).
`
`5
`
`
`
`ECLA G06F 17/60A, for office automation
`(e.g., groupware, office work in progress,
`etc.).
`ECLA G06F 17/60T, for spreadsheets.
`ECLA G06F 17/30R, for
`relational data-
`
`bases.
`
`
`ECLA G06F 17/24F, for form filling.
`
`
`DERWENT T01-J06A1, for medical infor-
`mation systems.
`
`DERWENT
` S05/G02G, for administration
`and medical records systems.
`
`DERWENT S05-G02G2, for health care
`administration.
`
`Patient record management:
`This subclass is indented under subclass 2.
`Subject matter wherein the system processes
`the records of diagnosis or treatment of a
`patient.
`
`(1) Note. Included herein is processing the
`records of diagnosis or treatment as con-
`trasted to processing information to
`obtain the diagnosis or treatment, which
`processing is classified elsewhere.
`
`OTHER CLASSIFICATION SYSTEMS:
`
`
`DERWENT S05-G02G1, for patient s medi-
`cal records.
`
`Insurance (e.g., computer implemented sys-
`tem or method for writing insurance policy,
`processing insurance claim, etc.):
`This subclass is indented under subclass 1.1.
`Subject matter drawn to a computer imple-
`mented system or method for writing an insur-
`ance policy or processing an insurance claim.
`
`
`
`(1) Note. Included herein is a system for
`administering an insurance backed secu-
`
`rity, investment or credit card.
`
`6
`
`3
`
`4
`
`OTHER CLASSIFICATION SYSTEMS:
`
`ECLA G06F 17/60D, for financial account-
`ing; calculating earned income, interest,
`insurance premium, and taxes.
`
`ECLA G06F 17/60D4, for risk analysis, e.g.,
`for insurance, pensions.
`
`January 2012
`
`
`
`Page 6 of 53
`
`
`
`CLASSIFICATION DEFINITIONS
`
`January 2012
`
`
` 705 - 7
`
`7.11
`
`OTHER CLASSIFICATION SYSTEMS:
`
`
`
`[for organizing,
`ECLA G06F 17/60C8D,
`forecasting, or planning] of routes, e.g.,
`traveling salesman.
`
`
`Operations Research or Analysis:
`This subclass is indented under subclass 1.
`Subject matter drawn
`to a computerized
`arrangement for applying systematic or scien-
`tific analysis, evaluation, or other problem
`solving technique to the operation(s) of an
`
`to understand
`enterprise
`the operation(s),
`improve effectiveness, and guide decision-
`making or management; or to the planning,
`organizing, directing, or controlling of an
`enterprise (i.e., a group of one or more people
`or entities) for the purpose of accomplishing a
`goal.
`
`
`(1) Note. This subject matter is applied to
`problems that concern understanding,
`
`conducting, coordinating or optimizing
`the operations or activities within an
`
`enterprise.
`
`
`
`(2) Note. The operations and activities of
`
`the organization are business level oper-
`ations and activities and are not specifi-
`cally network or computer operations
`
`related.
`
`14.13,
`
`14.41,
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`
`348,
`for business models and charts or
`workflow with no analysis.
`for analysis of discount or incentive
`effectiveness.
`for analysis of advertisement effec-
`tiveness.
`
`for time accounting of employees or
`customers, i.e., the tabulation of atten-
`dance or timed presence of employees
`or patrons.
`
`32,
`
`
`SEE OR SEARCH CLASS:
`record
`for
`Registers, subclass 376
`235,
`sensing devices in combination with
`
`systems utilized for operations analy-
`sis.
`
`702,
`
`703,
`
`718,
`
`Data Processing: Measuring, Cali-
`brating, or Testing, subclasses 176
`
`through 188 for data processing and
`calculating measurements and evalua-
`tions of operational conditions, per-
`formance,
`time
`periods,
`and
`quantities.
`
`Data Processing: Structural Design,
`Modeling Simulation, and Emulation,
`
`subclasses 2 through 13 for methods
`
`and systems that perform data pro-
`cessing using mathematical expres-
`
`sions associated with a physical
`process or using models that represent
`the performance of an electronic sys-
`tem.
`Electrical Computers and Digital Pro-
`cessing Systems: Virtual Machine
`Task or Process Management or Task
`Management/Control, appropriate
`subclasses for subject matter that is
`specifically network or computer
`operations related and is not related to
`the activities that are the business
`operations of an organization.
`
`
`OTHER CLASSIFICATION SYSTEMS:
`
`
`DERWENT T01-J05A2, for administration
`
`and management tools including manage-
`ment, resource allocation, business, educa-
`tion, government, marketing and law; also
`
`includes decision support, MIS, stock con-
`trol, and workflow.
`
`
`
`Resource planning, allocation or schedul-
`
`ing for a business operation:
`This subclass is indented under subclass 7.11.
`Subject matter drawn
`to a computerized
`arrangement for planning or assigning of
`
`
`resources in an optimal or systemic way in
`
`order to achieve a business goal, or drawn to
`
`the management or planning of a business task
`or operation.
`
`(1) Note. This subclass includes planning,
`allocating, distributing, or scheduling
`
`resources among various projects or
`
`business units in a business or commer-
`cial environment based on analysis of
`operations of the enterprise.
`
`January 2012
`
`
`7.12
`
`
`
`Page 7 of 53
`
`
`
`CLASSIFICATION DEFINITIONS
`
`
`705 - 8
`January 2012
`
`28,
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`
`
`2,
`for medical facility management or
`usage.
`for establishing, maintaining, or
`updating the enterprise resource of
`inventory.
`
`for arranging for the delivery of goods
`between parties or monitoring the sta-
`tus of delivery.
`
`330,
`
`700,
`
`709,
`
`
`SEE OR SEARCH CLASS:
`Horology: Time Measuring Systems
`368,
`or Devices, appropriate subclasses for
`a timing arrangement of general util-
`ity.
`Data Processing: Generic Control
`Systems or Specific Applications,
`subclasses 95 through 212 for subject
`matter combined with a step of or
`structure
`for
`resource allocation,
`product manufacture, or parts assem-
`bly.
`Electrical Computer and Digital Pro-
`cessing
`Systems: Multicomputer
`Data Transferring, subclasses 223
`224, and 226 for observing the operat-
`ing characteristics or conditions of
`computers connected in a network or
`of the network itself and apportioning
`resources to these computers or net-
`works.
`Electrical Computers and Digital Pro-
`
`cessing Systems: Virtual Machine
`Task or Process Management or Task
`Management/Control, subclasses 1
`and 100-105 for machine tasks, pro-
`cess management, administrating job
`execution, or scheduling multiple
`tasks based upon priority, resource
`
`availability and time constraints in a
`
`digital data processing system.
`
`718,
`
`7.13
`
`Scheduling, planning, or task assignment for
`a person or group:
`This subclass is indented under subclass 7.12.
`Subject matter drawn
`to a computerized
`
`
`arrangement for the scheduling or assigning of
`tasks to an individual or group, the scheduling
`or assigning based on analysis of factors such
`as the needs or requirements of the enterprise,
`
`the task and the individual or groups qualifica-
`
`January 2012
`
`tions or availability, schedules of individuals or
`
`groups, or the goal of a specific task.
`
`(1) Note. The designation of an individual
`
`may be either by name or other designa-
`tion, e.g., position, etc.
`
`(2) Note. The individual or group may be
`either internal or external to the organi-
`zation, such as a current employee, job
`
`candidate, or contractor.
`
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`320,
`for the administration or management
`of the hiring process.
`
`715,
`
`SEE OR SEARCH CLASS:
`Telephonic Communications, sub-
`379,
`
`the
`classes 265.01 through 266.1 for
`assignment of calls to an agent,
`
`matching agents to jobs or calls based
`on job or call requirements and agent
`skill, and determining the number of
`agents needed
`to meet customer
`demand.
`Data Processing: Presentation Pro-
`cessing of Document, Operator Inter-
`face Processing, and Screen Saver
`Display Processing, subclasses 700,
`751, 753, and 963 for operator inter-
`faces where displays are used to join
`groups of users to complete tasks and
`link collaborative sites and displays
`which are used to calendar or sched-
`ule tasks to times or dates.
`Data Processing: Software Develop-
`ment, Installation, and Management,
`
`subclasses 101 through 130 for plan-
`ning, organizing, staffing, directing,
`and controlling a software develop-
`ment project.
`
`717,
`
`7.14
`
`Skill based matching of a person or a group
`
`to a task:
`This subclass is indented under subclass 7.13.
`Subject matter drawn
`to a computerized
`arrangement for optimally matching an indi-
`vidual or group to a job based on factors such
`as the individuals or groups qualification(s)
`and the requirement(s) defined by the particu-
`
`lar type of work.
`
`
`
`Page 8 of 53
`
`
`
`CLASSIFICATION DEFINITIONS
`
`January 2012
`
`
` 705 - 9
`
`7.15
`
`7.16
`
`7.17
`
`SEE OR SEARCH THIS CLASS, SUB-
`CLASS:
`320,
`for the administration or management
`of the hiring process.
`for performance analysis of an
`employee.
`
`7.42,
`
`Status monitoring or status determination
`for a person or group:
`This subclass is indented under subclass 7.13.
`Subject matter drawn
`to a computerized
`arrangement for the monitoring or tracking of
`
`work performed or assigned to an individual or
`group to provide an indication of work that is
`in queue to be started, work in-progress, or
`work that is completed.
`
`
`Schedule adjustment for a person or group:
`This subclass is indented under subclass 7.13.
`Subject matter drawn
`to a computerized
`arrangement for reassessing an established
`staff task schedule to ensure that the schedule
`is still valid, and then, optionally rescheduling
`a task to an available individual or group, in
`order to improve efficiency, accommodate
`employees, or achieve a business goal or objec-
`tive.
`
`(1) Note. This area includes subject matter
`where evaluation of whether or not a
`
`change to the initial task schedule is
`needed, even if no change is claimed or
`the result of the evaluation is that no
`
`change is needed.
`
`
`(2) Note. This area includes staff driven
`
`adjustment or reassignment of a shift or
`work schedule, such as by way of staff
`trading or swapping of shifts or other
`means.
`
`Staff planning in a project environment:
`
`This subclass is indented under subclass 7.13.
`subclass is indented Subject matter drawn to a
`computerized arrangement for scheduling,
`assigning roles, tasks or resp