UNITED STATES PATENT AND TRADEMARK OFFICE
`
`UNITED STATES DEPARTMENT OF COMMERCE
`United States Patent and Trademark Office
`Address: COMMISSIONER FOR PATENTS
`P.O. Box 1450
`Alexandria, Virginia 22313-1450
`www.uspto.goV
`
`APPLICATION NO.
`
`F ING DATE
`
`FIRST NAMED INVENTOR
`
`ATTORNEY DOCKET NO.
`
`CONF {MATION NO.
`
`11/293,350
`
`12/01/2005
`
`Ramakrishna Satyavolu
`
`P3977CIP
`
`3250
`
`24739
`7590
`10/17/2008
`CENTRAL com PATENT AGENCY, INC
`3 HANGAR WAY SUITE D
`WATSONVILLE, CA 95076
`
`NGUYEN, MAIKHANH
`
`ART UNIT
`
`2176
`
`MAIL DATE
`
`10/ 1 7/2008
`
`PAPER NUMBER
`
`DELIVERY MODE
`
`PAPER
`
`Please find below and/or attached an Office communication concerning this application or proceeding.
`
`The time period for reply, if any, is set in the attached communication.
`
`PTOL—90A (Rev. 04/07)
`
`i
`'
`
`Plaid 1028
`Plaid 102 8
`
`

`
`Office Action Summary
`
`Application No.
`
`App|icant(s)
`
`11/293,350
`
`Examine,
`
`Maikhanh Nguyen
`
`SATYAVOLU, RAMAKRISHNA
`
`A,, Unit
`
`2176 ‘
`
`-- The MAILING DA TE of this communication appears on the cover sheet with the correspondence address --
`Period for Reply
`
`A SHORTENED STATUTORY PERIOD FOR REPLY IS SET TO EXPIRE Q MONTH(S) OR THIRTY (30) DAYS,
`WHICHEVER IS LONGER, FROM THE MAILING DATE OF THIS COMMUNICATION.
`- Extensions of time may be available under the provisions of 37 CFR 1.136(a).
`In no event, however, may a reply be timely filed
`after SIX (6) MONTHS from the mailing date of this communication.
`If NO period for reply is specified above, the maximum statutory period will apply and will expire SIX (6) MONTHS from the mailing date of this communication.
`-
`- Failure to reply within the set or extended period for reply will, by statute, cause the application to become ABANDONED (35 U.S.C. § 133).
`Any reply received by the Office later than three months after the mailing date of this communication, even if timely filed, may reduce any
`earned patent term adjustment. See 37 CFR 1.704(b).
`
`Status
`
`1)IXI Responsive to communication(s) filed on 10 June 2008.
`
`2a)IXI This action is FINAL.
`
`2b)I:I This action is non-final.
`
`3)I:I Since this application is in condition for allowance except for formal matters, prosecution as to the merits is
`
`closed in accordance with the practice under Ex parte Quayle, 1935 C.D. 11, 453 O.G. 213.
`
`Disposition of Claims
`
`4)IXI C|aim(s) 1-8 10-14 16-20 and 22-24 is/are pending in the application.
`
`4a) Of the above c|aim(s)
`
`is/are withdrawn from consideration.
`
`5)I:I C|aim(s) j is/are allowed.
`
`6)IXI C|aim(s) 1-8 10-14 16-20 and 22-24 is/are rejected.
`
`7)I:I C|aim(s) j is/are objected to.
`
`8)I:I C|aim(s) j are subject to restriction and/or election requirement.
`
`Application Papers
`
`9)I:I The specification is objected to by the Examiner.
`
`10)I:I The drawing(s) filed on
`
`is/are: a)I:I accepted or b)I:I objected to by the Examiner.
`
`Applicant may not request that any objection to the drawing(s) be held in abeyance. See 37 CFR 1.85(a).
`
`Replacement drawing sheet(s) including the correction is required if the drawing(s) is objected to. See 37 CFR 1.121(d).
`
`11)I:I The oath or declaration is objected to by the Examiner. Note the attached Office Action or form PTO-152.
`
`Priority under 35 U.S.C. § 119
`
`12)I:I Acknowledgment is made of a claim for foreign priority under 35 U.S.C. § 119(a)-(d) or (f).
`
`a)I:I All
`
`b)I:I Some * c)I:I None of:
`
`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.
`
`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(a)).
`
`* See the attached detailed Office action for a list of the certified copies not received.
`
`Attach ment(s)
`
`1) D Notice of References Cited (PTO-892)
`2) D Notice of Draftsperson's Patent Drawing Review (PTO-948)
`3) IXI Information Disclosure Statement(s) (PTO/SB/08)
`Paper No(s)/Mail Date 03/12/2008 .
`U.S. Patent and Trademark Office
`
`4) D Interview Summary (PTO-413)
`Paper N0(S)/IVI3” Data L
`5) I:I Notice Of Informal Patent Application
`6) D Other:
`.
`
`PTOL-326 (Rev. 08-06)
`
`Office Action Summary
`
`Part of Paper No./Mail Date 20080924
`
`1
`
`1
`
`

`
`Application/Control Number: 11/293,350
`
`Page 2
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`Art Unit: 2176
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`DETAILED ACTION
`
`1.
`
`This action is responsive to the amendment filed 06/10/2008.
`
`Claims 1-8, 10-14, 16-20, and 22-24 are currently pending. Claims 1 and 13
`
`are independent claims.
`
`Rejections - 35 USC § 102
`
`2.
`
`The following is a quotation of the appropriate paragraphs of 35 U.S.C. 102 that
`
`form the basis for the rejections under this section made in this Office action:
`
`A person shall be entitled to a patent unless -
`
`(e) the invention was described in (1) an application for patent, published under section
`122(b),by another filed in the United States before the invention by the applicant for patent or
`(2)a patent granted on an application for patent by another filed in the United States before the
`invention by the applicant for patent, except that an international application filed under the
`treaty defined in section 351(a)shall have the effects for the purposes of this subsection of an
`application filed in the United States only if the international application designated the United
`States and was published under Article 21(2)of such treaty in the English language; or "
`(Emphasis added.)
`
`

`
`Application/Control Number: 11/293,350
`
`Page 3
`
`Art Unit: 2176
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`Claims 1-8, 10-14, 16-20, and 22-24 maintain rejected under 35 U.S.C. 102(e) as
`
`being anticipated by Kumar et al. (US 6859212, filed 04/06/2001).
`
`As to claim 1:
`
`Kumar teaches a system tangibly embodied on a computer-readable medium for
`
`categorizing transactions [see the Abstract and col. 5, lines 17- 48: itemized
`
`transaction], comprising:
`
`a collection function gathering information concerning transactions,
`
`including at least date, description and amount of the transactions, for
`
`a particular person or enterprise [See Col. 14, lines 41-37; Col. 15,
`
`lines 1-60: Agent 39 may be programmed to perform certain tasks
`
`such as obtaining account information, executing simple transactions,
`
`returning user—requested notification information about upcoming
`
`events]; and
`
`a processing function categorizing individual ones of the collected
`
`transactions according to at least part of the transaction description [See
`
`the Abstract: a transaction module having a summary interface is provided
`
`as part of a software suite for enabling viewing and manipulation of
`
`multiple categories of aggregated data compiled from a plurality of data
`
`sources and accessible through a single interfacing node operated on a
`
`data—packet—network. The transaction module comprises, an interactive
`
`

`
`Application/Control Number: 11/293,350
`
`Page 4
`
`Art Unit: 2176
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`main interface accessible through the summary interface, the main
`
`interface for listing new transactions related to registered financial
`
`accounts ...assigning categories to the listed transactions & Col. 38,
`
`line 18 — Col.39, line 17: These default categories are intelligent, in that
`
`transactions are automatically categorized with an appropriate
`
`category as they occur and are entered under the appropriate category
`
`based on a user's prior categorization scheme...When new transactions
`
`occur, they are automatically categorized according to user preference];
`
`wherein the collection function automatically retrieves the information
`
`concerning transactions from third—party |nternet—connected web sites
`
`adapted to provide account information to the particular person or
`
`enterprise [See col. 6, lines 34-50; Col. 11, line 36- Col. 12, line 19; Col.
`
`13, line 22- Col. 14, line 8; Col. 18, line 52- Col. 20, line 19: the interactive
`
`transaction—viewing interface is a personalize hyper—text markup
`
`language interface
`
`the remote node is a cellular phone ...a hand—held
`
`computer
`
`the categorical criteria for viewing transaction include
`
`account, timeframe, and by category including food and beverage,
`
`utilities, home, auto, charitable contribution, and entertainment
`
`is
`
`presented for ordering a graphic chart according to the selected criteria].
`
`

`
`Application/Control Number: 11/293,350
`
`Page 5
`
`Art Unit: 2176
`
`As to claim 2:
`
`Kumar teaches a compilation function summarizing transactions in individual
`
`categories [See the Abstract and Col. 1, lines 26-35: an interactive software
`
`functionality enabling management and transactional control including
`
`categorized viewing of personal transaction data including account data
`
`maintained on behalf of users by an entity providing data compilation,
`
`aggregation, and summary services].
`
`As to claim 3:
`
`Kumar teaches a reporting function reporting the summarizing transactions to
`
`the particular person or enterprise [See Col.11, line 63 — Col. 12, line 20:
`
`knowledge of specific WEB pages, and certain types of WEB pages, is highly
`
`desirable. In many embodiments characteristics of destination WEB pages are
`
`researched by persons (facilitators) maintaining and enhancing Password—All
`
`Portal software 35, and many characteristics may be provided in configuration
`
`modules for users to accomplish specific tasks
`
`task results including
`
`reports, and hard documents such as airline tickets may be sent over the
`
`Internet or other data packet—networks to user—defined destinations such as fax
`
`machines, connected computer nodes, e—mail servers, and other Internet-
`
`connected appliances].
`
`

`
`Application/Control Number: 11/293,350
`
`Page 6
`
`Art Unit: 2176
`
`As to claim 4:
`
`Kumar teaches categorization is done according to category definitions
`
`entered by the particular person or on behalf of the enterprise [See Col. 15,
`
`lines 12-59: enable directive input from both a client (user) and a knowledge
`
`worker or workers associated with the service... a unique input scripting
`
`module 79 that is adapted to allow a human knowledge worker to create and
`
`supply directive scripts containing the site logic needed by gatherer 67 to find
`
`and retrieve data from a WEB site].
`
`As to claim 5:
`
`Kumar teaches categorization is done for a first plurality of persons or
`
`enterprises subscribing to the system according to category definition entered
`
`by a second plurality of persons or enterprises subscribing to the system [See
`
`Col. 20, lines 7-64: particular site associated with the request URLs
`
`then all
`
`site logics for those URLs are accessed
`
`retrieved at a schedule time for
`
`performing the summary gathering].
`
`As to claim 6:
`
`Kumar teaches categories are developed from information taken from
`
`communication between clients and the system [See the Abstract; Col. 6, lines
`
`22-50; and Col. 8, line 56- col. 9, line 30: a summary interface
`
`for enabling
`
`viewing and manipulation of multiple categories of aggregated data
`
`a remote
`
`

`
`Application/Control Number: 11/293,350
`
`Page 7
`
`Art Unit: 2176
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`node having access to the data—packet network].
`
`As to claim 7:
`
`Kumar teaches a probability algorithm is used in developing categories [See
`
`Col. 3, lines 23- 44: a plurality of report algorithms matches the request to an
`
`individual one of the report algorithms. The data—gathering subsystem accesses
`
`plural Internet sites associated with the user and extracts raw data therefrom
`
`according to needs of the report algorithm. The report processor processes the
`
`raw data according to the report algorithm into meta—summarized information
`
`defined by the report algorithm, and the portal system transmits the meta-
`
`summarized information as a report to a destination associated with the report
`
`request].
`
`As to claim 8:
`
`Kumar teaches identifiers for categories are periodically amended according to
`
`further information that is collected and processed [See Col. 20, lines 31- col. 21,
`
`line 25: specified URLs for the purpose of gathering summary data].
`
`As to claim 10:
`
`Kumar teaches the system reports to clients through the Internet network [See
`
`Col. 14, lines 22- 57: Internet servers 23, 25, and 27 represent servers
`
`return
`
`certain summary information contained on user—subscribed WEB pages, such as
`
`

`
`Application/Control Number: 11/293,350
`
`Page 8
`
`Art Unit: 2176
`
`account summaries, order tracking information and certain other information
`
`according to user—defined parameters].
`
`As to claim 11:
`
`Kumar teaches function storing past transaction history associated with the
`
`particular person or enterprise [See Col. 5, line 7 — col. 6, line 14: categorical
`
`viewing of transaction history
`
`by a specific account, a specified timeframe,
`
`and by a selected category. Additionally, the options are selectable for ordering
`
`combinations of criteria for producing a transaction view, wherein the
`
`transaction view comprises an ordered history view].
`
`As to claim 12:
`
`Kumar teaches past transaction history is used to predict future transaction
`
`statistical information [See Col. 5, line 17- Col. 6, line 21: history view].
`
`As to claim 13:
`
`Refer to the discussion of claim 1 above for rejection. Additionally, Kumar
`
`teaches automatically navigating to third—party lnternet—connected web site [See
`
`Col. 2, lines 38—53,'Col. 11, lines 12- 34; Col. 13, lines 22- Col. 14, line 40: provide
`
`an automatic and transparent login function for the subscriber while jumping the
`
`subscriber to subject destination].
`
`

`
`Application/Control Number: 11/293,350
`
`Page 9
`
`Art Unit: 2176
`
`As to claims 14, 16, 18-20, and 22-24:
`
`Refer to the discussion of claims 2, 4, 6-8, and 10 -12 above, respectively, for
`
`rejections.
`
`As to claim 17:
`
`Kumar teaches categorization is done for a first plurality of person or
`
`enterprises to category definition entered by a second plurality of person or
`
`enterprises [See Col. 15, lines 12-59: enable directive input from both a client
`
`(user) and a knowledge worker or workers associated with the service... a
`
`unique input scripting module 79 that is adapted to allow a human knowledge
`
`worker to create and supply directive scripts containing the site logic needed
`
`by gatherer 67 to find and retrieve data from a WEB site].
`
`Response to Arguments
`
`3.
`
`Applicants’ arguments filed 06/10/2008 have been fully considered but they are
`
`not persuasive.
`
`Regarding independent Claims 1 and 13:
`
`Applicant argues in substance that Kumar does not teach “a processing function
`
`categorizing individual ones of the collected transactions according to at least
`
`part of the transaction description.”
`
`

`
`Application/Control Number: 11/293,350
`
`Page 10
`
`Art Unit: 2176
`
`The Examiner disagrees. Kumar’s teaching “a transaction module having a
`
`summary interface is provided as part of a software suite for enabling viewing
`
`and manipulation of multiple categories of aggregated data compiled from a
`
`plurality of data sources and accessible through a single interfacing node
`
`operated on a data—packet—network. The transaction module comprises, an
`
`interactive main interface accessible through the summary interface, the main
`
`interface for listing new transactions related to registered financial accounts
`
`...assigning categories to the listed transactions” [See the Abstract] and
`
`“These default categories are intelligent, in that transactions are automatically
`
`categorized with an appropriate category as they occur and are entered under
`
`the appropriate category based on a user's prior categorization scheme...When
`
`new transactions occur, they are automatically categorized according to user
`
`preference” [See Col. 38, line 18 — Col.39, line 17] covers “a processing function
`
`categorizing individual ones of the collected transactions according to at least
`
`part of the transaction description” as claimed by applicant.
`
`Regarding dependent Claims 2-8, 10-12, 14,16-20, and 22-24:
`
`The arguments are not persuasive for reason as discussed above with regards
`
`to independent Claims 1 and 13.
`
`

`
`Application/Control Number: 11/293,350
`
`Page 11
`
`Art Unit: 2176
`
`4.
`
`ACTION IS MADE FINAL. Applicant is reminded of the extension oftime policy
`
`Conclusion
`
`as set forth in 37 CFR 1.136(a).
`
`A shortened statutory period for reply to this final action is set to expire THREE
`
`MONTHS from the mailing date of this action.
`
`In the event a first reply is filed
`
`within TWO MONTHS of the mailing date of this final action and the advisory
`
`action is not mailed until after the end of the THREE—MONTH shortened statutory
`
`period, then the shortened statutory period will expire on the date the advisory
`
`action is mailed, and any extension fee pursuant to 37 CFR 1.136(a) will be
`
`calculated from the mailing date of the advisory action.
`
`In no event, however, will
`
`the statutory period for reply expire later than SIX MONTHS from the mailing
`
`date of this final action.
`
`Contact information
`
`5.
`
`Any inquiry concerning this communication or earlier communications from the examiner
`
`should be directed to Maikhanh Nguyen whose telephone number is (571) 272-4093.
`
`The examiner can normally be reached on Monday - Friday from 9:00am — 5:30 pm. If
`
`attempts to reach the examiner by telephone are unsuccessful, the examiner’s
`
`supervisor, Doug Hutton can be reached at (571)272-4137.
`
`

`
`Application/Control Number: 11/293,350
`
`Page 12
`
`Art Unit: 2176
`
`The fax phone number for the organization where this application or proceeding is
`
`assigned is 571-273-8300.
`
`Information regarding the status of an application may be obtained from the Patent
`
`Application Information Retrieval (PAIR) system. Status information for published
`
`applications may be obtained from either Private PAIR or Public PAIR. Status
`
`information for unpublished applications is available through Private PAIR only. For more
`
`information about the PAIR 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 information system, call 800-786-
`
`9199 (IN USA OR CANADA) or 571-272-1000.
`
`/Maikhanh Nguyen/
`Examiner, Art Unit 2176
`
`/(Doug }[utt0n/
`Doug Hutton
`Supervisory Primary Examiner
`Technology Center 2100
`
`

`
`App|icationIContro| No.
`
`Seafch NOTES
`
`11293350
`
`App|icant(s)IPatent Under
`Reexamination
`
`SATYAVOLU, RAMAKRISHNA
`
`Page 13
`Page 13
`
`
`
`Examiner
`
`Maikhanh Nguyen
`
`
`
`Art Unit
`
`2176
`
`Class
`
`Subclass
`
`Date
`
`Examiner
`
`SEARCHED
`
`200,201 ,202,205,209,210,234,273,760,823
`6,10,26,29,35,40,42,52,53,77,78
`
`9/24/08
`9/24/08
`
`MK
`MK
`
`-
`West Updated (USPAT, USPBPub) — See Search History
`9/24/08
`
`SEARCH NOTES
`
`INTERFERENCE SEARCH
`
`U.S. Patent and Trademark Office
`
`Part of Paper No. : 20080924
`
`

`
`Reexamination Index 01' Claims
`
`11293350
`
`SATYAVOLU, RAMAKRISHNA
`
`App|icationIContro| No.
`
`App|icant(s)IPatent Under
`
`Page 14
`Page 14
`
`
`
`
` Examiner
` Maikhanh Nguyen
`
`Art Unit
`
`2176
`
` Cancelled
`
`Allowed
`
`Restricted
`
`Interference
`
`Objected
`
`Non-Elected
`
`El Claims renumbered in the same order as presented by applicant
`
`El CPA
`
`El T.D.
`
`El R.1.47
`
`CLAIM
`
`DATE
`
`Final
`
`Original
`
`1
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`
`09/24/2008
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`Page 15
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`PAGE
`63
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`
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`11/293,350
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`2175
`Malkhanh Nguyen
`
`Pages, Columns, Lines, Wham
`Relevant Passages or Relevant
`F'9""°-‘I A9999’
`
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`
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`Examiner Name
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`
`
`- INFORMATION DISCLOSURE
`STATEMENT BY APPLICANT
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`Examiner
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`Document Number
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`Number-Kind coda’ "*"°‘""
`
`"5
`5
`
`200310191661 A1
`5.390.140 A
`
`
`
`U. 8. PATENT DOCUMENTS
`Publication Date
`Name of Paianiae or
`MM-DD-YYYY
`Applicant of cited Document
`2
`
`10-09-2003
`
`Doyle et al.
`
`
`
`
`
`
`
`
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`Applicant of Cited Document
`
`Pages. Columns, Linea.
`where Relevant Passages
`
`
`
`
`
`I;
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`Examiner
`Cite
`Foreign Patent Document
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`‘See Kinds Codes or
`USPTO Patent Documents at
`or MPEP 901.04.
`' Enter office that issued the document. by the two-letter code (WIPO Standard ST.3) ‘ For
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`on the amount of Tlfhfi you require to complete this form and/or suggestions for reducing this burden, should be sent to the chief Information officer, U,s. Patent
`and Trademark office. P.0. Box 1450, Alexandria. VA 22313-1450. Do NOT SEND r=EEa on COMPLETED FORMS TO THl5 ADDRESS. SEND
`TO: commissioner for Patents, P.O. Box 1450. Alexandria, VA 223134450.
`Ifyou need assistance in completing the form, call 1-80t1PTO-9199 (1-800-786-9199) and select option 2,
`
`PAGE 315* RCVD AT 311212008 12:25:12 PM [Eastern Daylight Time] * SVR:USPTO-EFXRF-511 * DN|S:27383011* CS1D:8317688550 ' DURATION (mm-ss):01-58
`
`RECEIVED
`CENTQALFAXCENTEQ
`PTO/3BI08A(08-03)
`1 2
`Approved for use through 07/31/2006. OMB 0651-0031
`u.s. Patent and Trademark otlice: U.s. DEPARTMENT OF COMMERCE
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`complete if Known
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`Substitute for form 1449lPTO
`
`
`
`

`
`Page 16
`Page 16
`
`WEST Search History for Application 11293350
`
`Creation Date: 2008092421 :58
`
`HIGH
`
`20060101323
`
`PGPB, OR
`USPT
`
`09-24-2008
`
`L
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`L
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`GPB
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`(6'3’54833 6859212 6668353 6836773 6412073 6802042
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`(’5978818’ I ‘6115646‘ I ‘6199077’ I 6250930‘ I 641203’ I
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`'20040254881')![pn]
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`(‘60?0150‘ I ‘6125352‘ I 6128603‘ I ’6313833’ I
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`'6446045‘)![pn]
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`C5459306’V5855008‘V5923736W'5924090W‘5937168’I
`'5963967"5974406W‘6038601"6041307W‘6073173W
`'6078929"6088722W‘6105131"6119101W'6128624W
`'6134548"6151600W‘6157618"6159015W’6182142W
`'6195651"6199077W‘6202062"6246983W’6253208W
`’6260039"6266774W‘6278993"6282278W’6286043W
`‘631?718"6339761W‘6349257"6349307'V6351467W
`‘6356834"6356905W‘6377567"6385655W‘6412073W
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`‘6496855"6517587W'6539370"6675350§Hpm]
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`(('5459306’ I 5855008‘ I 5923736‘ I 5924090‘ I 5937168’ I
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`’6134548'
`'6151600' I ‘6157618'
`'6159015'
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`'6199077' I ‘6202062' 6246983‘ I 6253208’ I
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`(agent$ with (c01lect$ 01' gather$))
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`I
`
`I 5855008‘ I 5923736‘ I 5924090‘ I '593?168'
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`596396?" I 5974406‘ I ‘6038601’ I
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`I
`
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`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`'6675350')![pn] and (agent$
`'6517587' I 6539370‘ I
`I
`‘6496855'
`with (c011ect$ 01' gather$)) ) and (categ0r$ or c1assif$)
`
`(6,412,073 651?58?').pn.
`
`USPT
`
`09-24-2008
`
`WEST Search History for Application 11293350
`
`1
`
`

`
`(6,802,042 6,199,077 6,412,073).pn.
`
`USPT
`
`09-24-2008
`
`Page 17
`Page 17
`
`C5459306’V5855008‘V5923736W’5924090W'5937168W
`‘5963967W'5974406W‘6038601W'6041307W‘6073173W
`‘6078929W'6088722W‘6105131W'6119101'V6128624W
`‘6134548W'6151600W'6157618W'6159015'V6182142W
`‘6195651W'6199077W‘6202062W'6246983W‘6253208W
`'6260039W'6266774W‘6278993W'6282278W'6286043W
`'6317718W'6339?61W‘6349257W'6349307W’6351467W
`'6356834W'6356905W‘6377567W'6385655W'6412073W
`
`’6496855W'651?587W‘6539370W'6675350)[pn]
`
`(5,740,361 6,058,378 5,978,495 5,841,888 5,'?'00,149).pn.
`
`(6412073 61990"/7).pn.
`
`20020152160
`
`Web near2 summar$
`
`OX/eb near2 summar$ ) and ((c011ect$ or gather$) near2
`transacti0n$1)
`
`(Web near2 sun1mar$ and ((c011ect$ or gather$) near2
`transact'10n$1) ) and enterprise$1
`
`WK/eb near2 summar$ ) and (portal near2 web$)
`
`(Web neaI2 summar$ and (portal near2 web$) ) and
`(summariz$ adj transacti0n$1)
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`(summa1‘iz$ adj transaction$1)
`
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`((summariz$ adj transacti0n$1) ) and ((c011ect$ or gather$)
`near2 transacti0n$1)
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`near2 transacti0n$1) ) and (third—party adj internet)
`
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`near2 transacti0n$1) ) and ((categ0r$ or c1assif$) near2
`transacti0n$1)
`
`(705/29 I705/35 I705/40 |705f52 I705/53 I705/?7
`1705;"/8)![CCLS]
`
`((705/29 I705/35 1705/40 1705/52 1705/53 I705/77
`
`1705z’78)![CCLS] ) and (Web near2 sumInaI$ )
`
`PGPB, OR
`USPT
`
`PGPB,
`
`USPT
`
`09-24-2008
`
`09-24-2008
`
`000070.00.
`
`Creation Date: 2008092421 :5 8
`
`—— 00000000
`
`2
`
`

`
`00792422 00 s92os4g).00.
`
`((collect$ or gather$) adj information)
`
`PGPB, OR
`USPT
`
`(((co11ect$ or gather$) adj information) ) and ((co11ect$ or
`gather$) near2 transaction$1)
`
`PGPB,
`USPT
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`(((co11ect$ or gather$) adj information) and ((co1lect$ or
`gather$) near2 transaction$1) ) and ((summar$ or
`report$)near2 transaction$ 1)
`
`PGPB, OR
`USPT
`
`PGPB, OR
`(((co11ect$ or gather$) adj information) and ((co1lect$ or
`gather$) near2 transaction$1) and ((summar$ or report$)near2 USPT
`transaction$1) ) and (categor$ same ((co1lect$ or gather$)
`near2 transaction$1))
`
`PGPB, OR
`(((co11ect$ or gather$) adj information) and ((co1lect$ or
`gather$) near2 transaction$1) and ((summar$ or report$)near2 USPT
`transaction$1) ) and (indiViduaI$ adj categori$)
`
`Page 18
`Page 18
`
`09-24-2000
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`000000070,0000000.00.
`
`0000 —— 00000000
`
`(‘5649186’ I 5708825’ I 5794233’ I ‘5855015’ I ‘5931907’ I
`5983227‘ I 5987466’ I ‘6029180'
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`'6029182‘ I 6032162’ I
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`PGPB
`
`09-24-2008
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`6038668‘ I
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`'6041326' I ‘6108686'
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`'6119101')![pn]
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`
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`
`OR
`
`09-24-2008
`
`6,687,745).pn.
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`(715/501.1).cc1s.
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`"105/(6,10,26,40,42).cc1s.
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`((715/501.1).ccls. )
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`
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`(707/(1, 4, 6).cc1s. or 705;”(6, 10, 26, 40, 42).ccls. or
`
`(715/501.1).cc1s. and (categor$ near2 transaction$1) ) and
`((gather$ or co11ect$) near2 information)
`
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`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`(707/(1, 4, 6).ccls. or 705/(6, 10, 26, 40, 42).ccls. or
`
`PGPB, OR
`
`09-24-2008
`
`(715/501.1).cc1s. and (categor$ near2 transaction$1) and
`((gather$ or co11ect$) near2 information) ) and (transaction$1
`same (person$1 or enterprise$1))
`
`USPT
`
`(707/(1, 4, 6).cc1s. or 705/(6, 10, 26, 40, 42).ccls. or
`
`OR
`
`09-24-2008
`
`Creation Date: 2008092421 :58
`
`3
`
`

`
`(715/501.1).cc1s. and (categor$ near2 transaction$1) and
`((gather$ or co11ect$) near2 information) and (transaction$1
`same (person$1 or enterprise$1)) ) and (((broWs$ or naVigat$
`or retr'1eV$ or VieW$ or disp1ay$ or present$ or render$) near2
`information) same transaction$1)
`
`USPT
`
`Page 19
`Page 19
`
`USPT
`
`OR
`
`USPT
`
`USPT,
`
`PGPB
`
`USPT, OR
`
`PGPB
`
`L
`
`L
`
`(70’7:’(1, 4, 6).ccls. or 705/(6, 10, 26, 40, 42).ccls. or
`
`(715/501.1).cc1s. and (categor$ near2 transaction$1) and
`((gather$ or co11ect$) near2 information) and (transaction$1
`same (person$1 or enterprise$1)) and (((broWs$ or naVigat$ or
`retrieV$ or VieW$ or display$ or present$ or render$) near2
`information) same transaction$1) ) and (WWW or Web$ or
`html)
`
`(70’7:’(1, 4, 6).ccls. or 705/(6, 10, 26, 40, 42).ccls. or
`
`(715/501.1).cc1s. and (categor$ near2 transaction$1) and
`((gather$ or co11ect$) near2 information) and (transaction$1
`same (person$1 or enterprise$1)) and (((broWs$ or naVigat$ or
`retrieV$ or VieW$ or display$ or present$ or render$) near2
`information) same transaction$1) and (WWW or Web$ or html)
`
`) and (financial adj transaction)
`
`
`
`6,199,077.pn.
`
`(6792422 or 5920848).pn.
`
`(‘5546452’ I ’5557518‘ I ‘5590197’ I '5649115‘ I ‘5710887’ I
`
`5727950‘) I [pn]
`
`(‘5559313‘ I 5748908’ I ‘5781897‘ I
`
`'5842185‘ I 5903881‘ I
`
`5920848‘ I 6208993’ I
`
`'6401073‘ I
`
`'6430539')I[pn]
`
`(5920848 or 5842185 or 6,078,924 or 6,901,394 or 6,421,768
`
`or 5,999,971 or 6,067,580 or 5,7'?4,660).pn.
`
`651?587.pn.
`
`PGPB, OR
`
`USPT
`
`09-24-2008
`
`PGPB, OR
`
`USPT
`
`09-24-2008
`
`m‘m‘*0*1:I!
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`
`(‘5442771‘ I ’57685?7’ I 5787425‘ I 5838918‘ I ‘5893128‘ I
`5937168‘ I
`'6021409' I 6085188‘ I 6085238‘ I ‘6101500'
`I
`
`, OR
`
`PGPB
`
`‘6122673'
`
`I
`
`'6169992' I ‘6185601‘ I
`
`'6381640')I[pn]
`
`5961593 pn
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`(5983227 or 6029192) pn.
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`
`((5983227 or 6029192).pn. and @pd > 20080209 ) and @pd >
`20080924
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`
`09-24-2008
`09-24-2008
`09-24-2008
`09-24-2008
`09-24-2008
`
`09-24-2008
`
`Creation Date: 2008092421 :58
`
`4
`
`

`
`(715/200,201,202,205,209,210,234,273,760,823)![CCLS]
`
`((715/200,201,202,205,209,210,234,2?3,760,823)![CCLS] )
`
`and ((categoriz$ near2 transaction$1) same ((gather$ or
`co11ect$) near2 information))
`
`PGPB,
`USPT
`
`PGPB,
`
`USPT
`
`Page 20
`Page 20
`
`09-24-2008
`
`YES
`
`09-24-2008
`
`((categ0riz$ near2 transaction$1) same ((gather$ or co11ect$)
`near2 information))
`
`PGPB,
`USPT
`
`YES
`
`09-24-2008
`
`((categoriz$ or summar$)near2 transaction$1) and((gather$ or
`co11ect$) near2 information)
`
`PGPB, OR YES
`USPT
`
`09-24-2008
`
`(((categoriz$ or summar$)near2 transaction$1) and((gather$ or PGPB,
`co1lect$) near2 information) ) and (((gather$ or co11ect$) near2 USPT
`information) same transaction$1)
`
`YES
`
`09-24-2008
`
`(((categoriz$ or summar$)near2 transaction$1) and((gather$ or PGPB, OR YES
`co11ect$) near2 information) and (((gather$ or co11ect$) near2
`USPT
`information) same transaction$1) ) and (transaction$ same
`
`09-24-2008
`
`(pers0n$ or enterprise$1))
`
`(((categoriz$ or summar$)near2 transaction$1) and((gather$ or PGPB,
`co11ect$) near2 information) and (((gather$ or co11ect$) near2
`USPT
`information) same transaction$1) and (transaction$ same
`
`(person$ or enterprise$1)) ) and ((gather$ or co11ect$) near2
`transacti0n$ 1) with descript$
`
`YES
`
`09-24-2008
`
`((gather$ or co11ect$) near2 transaction$1) same descript$
`
`PGPB,
`USPT
`
`YES
`
`09-24-2008
`
`(((gather$ or co11ect$) near2 transaction$1) same descript$ )
`and (categoriz$ near2 transaction$1)
`
`PGPB, OR YES
`USPT
`
`20030191661 or 20040236696
`5,890,140.pn.
`
`USPT
`
`PGPB,
`USPT
`
`09-24-2008
`
`09-24-2008
`09-24-2008
`
`Creation Date: 2008092421 :5 8
`
`5