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UNITED STATES PATENT AND TRADEMARK OFFICE
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`BEFORE THE PATENT TRIAL AND APPEAL BOARD
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`PLAID TECHNOLOGIES INC.
`Petitioner
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`v.
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`YODLEE, INC. and YODLEE.COM, INC.
`Patent Owner
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`Case CBM2016-00037
`Patent 6,199,077
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`PATENT OWNERS YODLEE, INC. AND YODLEE.COM, INC.’S
`MANDATORY NOTICES
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`

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`Case CBM2016-00037
`Attorney Docket No: 12233-0048CP1
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`PATENT OWNER’S MANDATORY NOTICES
`UNDER 37 C.F.R. § 42.8
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`Pursuant to 37 C.F.R. § 42.8, Patent Owners, Yodlee, Inc. and Yodlee.com,
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`Inc. (“Patent Owners”), hereby submit the following Mandatory Notices in
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`response to the Petition for Covered Business Method Review of U.S. Patent No.
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`6,199,077.
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`1.
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`Real Party-In-Interest under 37 CFR § 42.8(b)(1)
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`Yodlee, Inc. and Yodlee.com, Inc. are Patent Owners and the Real Parties-
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`In-Interest in this proceeding. On November 19, 2015, Envestnet, Inc. acquired
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`Yodlee, Inc.
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`2.
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`Related Matters under 37 CFR § 42.8(b)(2)
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`The following judicial or administrative matters may affect or be affected by
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`a decision in this proceeding: U.S. Patent No. 6,199,077 is also the subject of Inter
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`Partes Review IPR2016-00275, filed by Petitioner, Plaid Technologies Inc., and is
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`currently pending.
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`3.
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`Lead and Back-Up Counsel, under 37 CFR § 42.8(b)(3)
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`Patent Owners designate the following lead counsel:
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`LEAD COUNSEL
`David Hoffman, Reg. No. 54,174
`3200 RBC Plaza
`60 South Sixth Street
`Minneapolis, MN 55402
`Tel: (512) 226-8154
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`2
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`

`

`Case CBM2016-00037
`Attorney Docket No: 12233-0048CP1
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`Email: CBM12233-0048CP1@fr.com
`Fax: (612) 288-9696
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`4.
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`Service Information under 37 CFR § 42.8(b)(4)(i) et seq.
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`Please address all correspondence and service to counsel as listed above.
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`Patent Owners consent to service by email at CBM12233-0048CP1@fr.com (ref.:
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`Docket No. 12233-0048CP1).
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`Respectfully submitted,
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` /David Hoffman/
`David Hoffman
`Reg. No. 54,174
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`3
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`Date: March 2, 2016
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`
`Customer Number 26191
`Fish & Richardson P.C.
`Tel: (512) 226-8154
`Fax:
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`(612) 288-9696
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`

`

`Case CBM2016-00037
`Attorney Docket No: 12233-0048CP1
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`
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`CERTIFICATE OF SERVICE
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`Pursuant to 37 CFR §§ 42.6(e)(4) and 42.205(b), the undersigned certifies
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`that on March 2, 2016, a complete and entire copy of Patent Owners Yodlee, Inc.
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`and Yodlee.com, Inc.’s Mandatory Notices and Power of Attorney were provided
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`via electronic service to the Petitioner by serving the correspondence address of
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`record as follows:
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`Brian Buroker
`Omar Amin
`Gibson, Dunn & Crutcher LLP
`1050 Connecticut Avenue, N.W.
`Washington, D.C. 20036-5306
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`E-mail: bburoker@gibsondunn.com
` oamin@gibsondunn.com
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`/Jessica K. Detko/
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`Jessica K. Detko
`Fish & Richardson P.C.
`60 South Sixth Street, Suite 3200
`Minneapolis, MN 55402
`(612) 337-2516
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`4
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`

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