`
`
`
`
`
`Merrill Communications LLC
`d/b/a Merrill Corporation
`Exhibit 1002
`
`

`

`Case 1:17-cv-00933-RGA Document 3 Filed 07/11/17 Page 1 of 1 PagelD #: 494
`AO 120 (Rev. 08/10}
`10:
`:
`
`TRABEMARK
`
`Mail Stop 8
`Director of the U.S. Patent and Trademark Office
`P.O. Box 1456
`Alexandria, VA 22313-1450
`
`|
`|
`
`REPORTON THE
`FILING OR DETERMINATION OFAN
`ACTION REGARDING A PATENT OR
`
`in Compliance with 35 ULS.C, § 290 and/or 15 U.S.C. § 1116 vou are hereby advised that a court action has been
`fled in the U.S. District Court
`
`District of Delaware on the following
`[] Trademarks or
`ff Patents.
`the patent action involves 35 U.S.C. 8 292.3:
`(
`[C}
`DOCKET NO.
`DATE FILED
`U.S. DISTRICT COURT
`7/1/2017
`
`PLAINTEPP
`
`|
`
`[DEPENDANT
`
`District of Delaware
`
`OR TRADEMARK
`
`E-NUMERATE SOLUTIONS, INC. and
`E-NUMERATE, LLG
`
`| MATTRESS FIRM HOLDING CORP.
`
`PATENT OR
`TRADEMARK NO,
`
`DATE OF PATENT
`OR TRADEMARK
`
`,
`7
`oar
`5
`HOLDER OF PATENT OR TRADEMARK
`
`2 8,185,816 Be a e-NumerateSolutions, Inc.
`
`pases|2/16/2016 | e-NumerateSolutions, Inc.
`
`——
`
`PATENTOR
`TRADEMARK NO.
`
`i] Amendment
`BATE OF PATENT
`
`[i Apswer
`
`Li} Cross Bill
`
`[] Other Pleading
`
`{n the above—entitied case, the following decision has been rendered or judgement issued:
`DECTISIONJUDGEMENT
`
`(BY) DEPUTY CLERK
`
`Copy 1-—Dpon initiation of action, mail this copy te Director Cepy 3--Upon termination of aclion, mail this copy te Director
`Copy 2—-Upeon filing decument adding patent(s), mail this copy te Director Copy 4-—Case file copy
`
`Exhibit 1002_0001
`
`Exhibit 1002_0001
`
`

`

`
`
`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.
`
`14/724,801
`
`ISSUE DATE
`
`02/23/2016
`
`PATENT NO.
`
`9268748
`
`ATTORNEY DOCKET NO.
`
`CONFIRMATION NO.
`
`ENUMO020
`
`4824
`
`112117
`
`7590
`
`02/03/2016
`
`‘ThomasD. Fortenberry, Attorney at Law
`P.O. Box 2099
`Woodville, TX 75979
`
`The projected patent numberandissue date are specified above.
`
`ISSUE NOTIFICATION
`
`Determination of Patent Term Adjustment under 35 U.S.C. 154 (b)
`(application filed on or after May 29, 2000)
`
`The Patent Term Adjustmentis 0 day(s). Any patent to issue from the above-identified application will include
`an indication of the adjustmenton the front page.
`
`If a Continued Prosecution Application (CPA) wasfiled in the above-identified application, the filing date that
`determines Patent Term Adjustmentis the filing date of the most recent CPA.
`
`Applicant will be able to obtain more detailed information by accessing the Patent Application Information
`Retrieval (PAIR) WEBsite (http://pair-uspto.gov).
`
`Any questions regarding the Patent Term Extension or Adjustment determination should be directed to the
`Office of Patent Legal Administration at (571)-272-7702. Questions relating to issue and publication fee
`payments should be directed to the Application Assistance Unit (AAU) of the Office of Data Management
`(ODM)at (571)-272-4200.
`
`APPLICANT(s) (Please see PAIR WEBsite http://pair.uspto.gov for additional applicants):
`
`Russell ‘I’. Davis, Bethesda, MD;
`e-Numerate Solutions, Inc., Great Falls, VA
`
`The United States represents the largest, most dynamic marketplace in the world and is an unparalleled location
`for business investment, innovation, and commercialization of new technologies. The USA offers tremendous
`resources and advantages for those who invest and manufacture goods here. Through SelectUSA, our nation
`worksto encourage andfacilitate business investment. To learn more about why the USAis the best country in
`the world to develop technology, manufacture products, and grow your business, visit SelectUSA. gov.
`
`IR103 (Rey. 10/09)
`
`Exhibit 1002_0002
`
`Exhibit 1002_0002
`
`

`

`
`
`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
`
`ATTORNEYDOCKET NO.
`
`CONFIRMATION NO.
`
`14/724,801
`
`FILING DATE
`
`05/28/2015
`
`
`
` FIRST NAMED INVENTOR
` APPLICATION NO.
`
`
`Russell T. Davis
`
`ENUMO20
`
`4824
`
`ThomasD. Fortenberry, Attorncy at Law
`P.O. Box 2099
`Woodville, TX 75979
`
`STORK, KYLER
`
`2144
`
`01/04/2016
`
`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)
`
`Exhibit 1002_0003
`
`Exhibit 1002_0003
`
`

`

`
`
`Application No.
`
`Applicant(s)
`
`
`
`
`
`
`
`.
`.
`Responseto Rule 312 Communication
`
`14/724,801
`-
`Examiner
`
`KYLE STORK
`
`DAVIS, RUSSELL T.
`Art Unit
`
`2144
`
`-- The MAILING DATEofthis communication appears on the cover sheetwith the correspondence address —
`
`1.
`
`The amendmentfiled on 27 December 2015 under 37 CFR 1.312 has been considered, and has been:
`
`a) entered.
`
`b) KX]
`
`entered as directed to matters of form not affecting the scope of the invention.
`
`c) 1) disapproved because the amendment wasfiled after the payment of the issue fee.
`Any amendmentfiled after the date the issue fee is paid must be accompanied by a petition under 37 CFR 1.31 3(c)(1)
`
`and the required fee to withdraw the application from issue.
`
`d)( disapproved. See explanation below.
`
`e)( entered in part. See explanation below.
`
`U.S. Patent and Trademark Office
`PTOL-271 (Rev. 04-01)
`
`/KYLE STORK/
`Primary Examiner, Art Unit 2144
`
`
`
`Reponseto Rule 312 Communication
`
`Part of Paper No. 20151229
`
`Exhibit 10020004
`
`
`
`Exhibit 1002_0004
`
`

`

`PART B - FEE(S) TRANSMITTAL
`
`Complete and send this form, together with applicable fee(s), to: Mail Mail Stop ISSUE FEE
`Commissioner for Patents
`P.O. Box 1450
`Alexandria, Virginia 22313-1450
`or Fax (571)-273-2885
`
`INSTRUCHONS: ‘This form should be used for transmitting the ISSUE KEE and PUBLICATION FEE(if required). Blocks 1
`through 5 should be completed where
`ppropriate. All further correspondence including the Patent, advance orders and notification of maintenance fees will be mailed to the current correspondence address as
`Adicated unless corrected below or directed otherwise in Block 1, by (a) specifying a new correspondence address; and/or (b) indicating a separate "FEE ADDRESS"for
`maintenance feenotifications.
`Note: A certificate of mailing
`can only be used for domestic mailings of the
`Fee(s) Transmittal. This certificate cannot be used for any other accompanying
`apers. Each additional paper, such as an assignment or formal drawing, must
`have its own certificate of mailing or transmission.
`Certificate of Mailing or Transmission
`I hereby certify that this Kee(s) ‘lransmittal is being deposited with the United
`States Postal Service with sufficient postage for first class mail in an envelope
`addressed to the Mail Stop ISSUE FEE address above, or being facsimile
`transmitted to the USPTO (571) 273-2885, on the date indicated below.
`(epositor's name)
`(Signature)
`
`CURRENT CORRESPONDENCE ADDRESS(Note: Use Block | for any change of address)
`
`11/09/2015
`7590
`N27
`Thomas D. Fortenberry, Attorney al Law
`P.O.
`Box
`2099
`M OX
`Woodville, TX 75979
`
`(Date)
`
` APPLICATION NO.
`
`FIRS’) NAMED INVENTOR
`
`ATTORNEY DOCKETNO.
`
`CONFIRMATION NO.
`
`Russell T. Davis
`
`ENUM020
`
`4824
`
`14/724.801
`
`FILING DATE
`
`05/28/2015
`
`
`
`
`
`
`
`APPLN. TYPE PUBLICATION FEE DUE|PREV. PAID ISSLE FEBENTITY STATUS ISSUE FEE DUE TOTAL FEE(S) DUE DATE DUE
`
`
`
`
`TITLE OF INVENTION: SYSTEM, METHOD, AND COMPUTER PROGRAM PRODUCT FOR OUTPUTTING MARKUP LANGUAGE DOCUMENTS
`
`
`
`
`
`
`nonprovisional
`
`SMATT.
`
`$480
`
`$480
`
`02/09/2016
`
`EXAMINER
`
`STORK, KYLE R
`
`ART UNIT
`
`CLASS-SUBCLASS
`
`2144
`
`715-234000
`
`2. For printing on the patent front page,list
`1. Change,of correspondenceaddress orindication of "Fee Address" (37
`CER 1.363).
`(1) The names of upto 3 registered patent attorneys
`LY Changeof correspondenceaddress (or Change of Correspondence
`or agents OR,alternatively,
`Address foorm PTO/SB/122) attached.
`(2) The nameof a single firm (having as a member a
`registered attorney or agent) and the names of up to
`L] "Fee Address"indication (or "Fee Address" Indication form
`2 registered patent attorneys or agents. If no nameis
`PTO/SB/47; Rev 03-02 or more recent) attached. Use of a Customer
`listed, no namewill be printed.
`Numberis required.
`3. ASSIGNEE NAME AND RESIDENCE DATA 'TO BE PRINTED ON THE PATENT(printor type)
`If an assignee is identified below, the document has beenfiled for
`PLEASE NOTE: Unless an assignee is identified below, no assignee data will appear on the patent.
`recordation asset forth in 37 CFR 3.11. Completion of this form is NOT a substitute for filing an assignment.
`(A) NAMEOF ASSIGNEE
`(B) RESIDENCE: (CITY and STATE OR COUNTRY)
`
`
`
`2
`3
`
`
`
`
`
`e-Numerate Solutions, Inc.
`
`Great Falls, VA
`
`Please check the appropriate assignee categoryor categories (will not be printed on the patent) :
`
`Cd individual SX Corporation or other private group entity (J Government
`
`Aa. ‘The following fee(s) are submitted:
`Xy Issue Fee
`LY Publication Fee (No small entity discount permitted)
`LY Advance Order - # of Copies
`
` LJ Applicant changing to regular undiscounted fee status.
`
`5. Change in Entity Status (from status indicated above)
`LJ Applicantcertifying micro entity status. See 37 CFR 1.29
`y Applicantasserting small entity status. See 37 CFR 1.27
`
`4b. Paymentof Kee(s): (Pleasefirst reapply any previously paid issue fee shown above)
`LIA check is enclosed.
`Lj Paymentby credit card. Form PTO-2038 is attached.
`KI Thedirectoris herebyauthorized to charge the required fee(s), any deficiency, or credits any
`overpayment, to Deposit Account Number
`50-6056
`(enclose an extra copy of this form).
`
`
`
`
`NOTE:Absenta valid certification of Micro Entity Status (see forms PTO/SB/15A and 15B), issue
`fee paymentin the micro entity amountwill not be accepted atthe risk of application abandonment.
`
`NOTE:If the application was previously under micro entity status, checking this box will be taken
`to be a notification of loss of entitlement to micro entity status.
`NOTE:Checking this box will be taken to be a notification of loss of entitlement to small or micro
`entity status, as applicable.
`
`NOTE:This form mustbe signed in accordance with 37 CER 1.31 and 1.33. See 37 CFR 14 for signature requirements and certifications.
`
`Se
`1/1/201
`
`Authorized Signature_“7 . Date 1/2016
`
`
`
`56,537
`
`Typedor printed name Thomas D. Fortenberry Registration No._~ 6,5 ~
`
`PTOL-85 Part B (10-13) Approved for use through 10/31/2013.
`
`OMB 0651-0033
`
`U.S. Patent and ‘l'rademark Office; U.S. DEPARTMENT OF COMMERCE
`
`Page 2 of 3
`
`Exhibit 1002_0005
`
`Exhibit 1002_0005
`
`

`

`Electronic Patent Application Fee Transmittal
`
`Application Number:
`
`Filing Date:
`
`14724801
`
`28-May-2015
`
`Title of Invention:
`
`SYSTEM, METHOD, AND COMPUTER PROGRAM PRODUCT FOR OUTPUTTING
`MARKUP LANGUAGE DOCUMENTS
`
`First NamedInventor/Applicant Name:
`
`Russell T. Davis
`
`THOMAS DONALD FORTENBERRY
`
`Attorney Docket Number:
`
`ENUMO020
`
`Filed as Small Entity
`
`Filing Fees for Utility under 35 USC 111(a)
`
`
`
`
`
`Utility Appl Issue Fee
`
`Sub-Total in
`Fee Code Quantity AmountDescription USD(S)
`
`
`
`
`
`Basic Filing:
`
`Miscellaneous-Filing:
`
`Petition:
`
`Patent-Appeals-and-Interference:
`
`Post-Allowance-and-Post-Issuance:
`
`
`Exhibit 1002_0006
`
`Exhibit 1002_0006
`
`

`

`Extension-of-Time:
`
`Total in USD ($)
`
`Miscellaneous:
`
`Exhibit 1002_0007
`
`Exhibit 1002_0007
`
`

`

`
`
`ae
`
`Electronic AcknowledgementReceipt
`
`a
`
`Title of Invention:
`
`SYSTEM, METHOD, AND COMPUTER PROGRAM PRODUCT FOR OUTPUTTING
`MARKUP LANGUAGE DOCUMENTS
`
`First Named Inventor/Applicant Name:
`
`Russell T. Davis
`
`Customer Number:
`
`112117Pe
`
`aa
`
`Utility under 35 USC 111{a)
`Application Type:
`
`
`Paymentinformation:
`
`Charge any Additional Fees required under 37 CFR 1.17 (Patent application and reexamination processing fees)
`
`Deposit Account
`
`Authorized User
`
`506056
`
`FORTENBERRY, THOMAS D
`
`The Director of the USPTO is hereby authorized to charge indicated fees and credit any overpayment as follows:
`
`Exhibit 1002_0008
`
`Exhibit 1002_0008
`
`

`

`Charge any Additional Fees required under 37 CFR 1.19 (Document supply fees)
`
`Charge any Additional Fees required under 37 CFR 1.20 (Post Issuance fees)
`
`Charge any Additional Fees required under 37 CFR 1.21 (Miscellaneous fees and charges)
`
`
`
`File Listing:
`
`Pages
`Multi
`File Size(Bytes)/
`Document Description
`Document
`
`
`
`Number Message Digest|Part /.zip|P (if appl.)
`
`Issue Fee Payment (PTO-85B)
`
`20160104_ENUM020_NOA_Par
`t_B Issue_Fee pdf
`
`7Fa636037C775320ea9347932c2c1 foc0c944
`fb49
`
`the application.
`
`NewInternational Application Filed with the USPTO as a Receiving Office
`If a new international application is being filed and the international application includes the necessary componentsfor
`an international filing date (see PCT Article 11 and MPEP 1810), a Notification of the International Application Number
`and of the International Filing Date (Form PCT/RO/105)will be issued in due course, subject to prescriptions concerning
`national security, and the date shown on this Acknowledgement Receiptwill establish the international filing date of
`
`Information:
`
`Fee Worksheet (SB06)
`
`fee-info.pdf
`
`f975f952122a0283374d937e0abbd4do09c4
`a220
`
`Information:
`
`
`
`TotalFiles Size (in bytes} 116160
`
`This Acknowledgement Receipt evidences receipt on the noted date by the USPTOofthe indicated documents,
`characterized by the applicant, and including page counts, where applicable.It serves as evidence of receipt similar to a
`Post Card, as described in MPEP 503.
`
`New Applications Under 35 U.S.C. 111
`If a new applicationis being filed and the application includes the necessary componentsfora filing date (see 37 CFR
`1.53(b)-(d) and MPEP 506), a Filing Receipt (37 CFR 1.54) will be issued in due course and the date shownon this
`Acknowledgement Receiptwill establish thefiling date of the application.
`
`National Stage of an International Application under 35 U.S.C. 371
`If a timely submission to enter the national stage of an international application is compliant with the conditions of 35
`U.S.C. 371 and other applicable requirements a Form PCT/DO/EO/903indicating acceptanceof the application as a
`national stage submission under35 U.S.C. 371 will be issued in addition to the Filing Receipt, in due course.
`
`Exhibit 1002_0009
`
`Exhibit 1002_0009
`
`

`

`IN THE UNITED STATES PATENT AND TRADEMARKOFFICE
`
`In re application of:
`
`Russell T. Davis
`
`Application No.: 14/724,801
`
`Filed: 5/28/2015
`
`Confirmation No.: 4824
`
`Examiner: STORK, KYLE R.
`
`Art Unit: 2144
`
`Atty. Docket No.: ENUM020
`
`
`
`For: SYSTEM, METHOD, AND COMPUTER
`PROGRAM PRODUCT FOR OUTPUTTING_|Date: 12/21/2015
`MARKUP LANGUAGE DOCUMENTS
`
`AMENDMENT AFTER NOTICE OF ALLOWANCE
`
`Commissioner for Patents
`P.O. Box 1450
`Alexandria, VA 22313-1450
`
`DearSir:
`
`In response to the Notice of Allowance mailed 11/9/2015, please enter the following.
`
`Exhibit 1002_0010
`
`Exhibit 1002_0010
`
`

`

`AMENDMENT TO CLAIMS
`
`1.-10. (Cancelled)
`
`11.
`
`(Currently Amended) An apparatus, comprising:
`
`a device; and
`
`an application including a network browser onthe device for accessing a system
`
`configured for:
`
`identification of at least one computer-readable Extensible Markup Language
`
`(XML)-compliant data document[[capable of ]]including:
`
`a plurality of line items with a plurality of data values, and
`
`a plurality of computer-readable semantic tags that describe a semantic
`
`meaning of the data values and are each computer-readably coupledto at least one
`
`of the data values, where the at least one computer-readable XML-compliant data
`
`document is capable of including multiple hierarchical relationships between two
`
`line items;
`
`parsing of the at least one computer-readable XML-compliant data document;
`
`accessing a plurality of computer-readable rules including:
`
`a computer-readable datatype rule for validation of a type of data values,
`
`a computer-readable calculation rule for validation of a calculation
`
`involving data valucs, and
`
`Exhibit 1002_0011
`
`Exhibit 1002_0011
`
`

`

`a compuler-readable unit rule [or validation of a unit of data values;
`
`validation of the at least one computer-readable XML-compliant data document
`
`identifying at least a subset of the computer-readable rules including at
`
`least one of:
`
`the computer-readable datatype rule for validation of the type of
`
`data values,
`
`the computer-readable calculation rule for validation of
`
`the
`
`calculation involving data values, or
`
`the computer-readable unit rule for validation of the unit of data
`
`values;
`
`processing at least a portion of the data values of at least a portion of the
`
`line items of the at least one computer-readable XML-compliant data document,
`
`utilizing the at least subset of the computer-readable rules and at least a portion of
`
`the computer-readable sematic tags of the at least one computer-readable XML-
`
`compliant data document;
`
`said apparatus configuredfor:
`
`accessing al least a portion ofthe al least one compuler-readable XML-compliant
`
`data documentutilizing the application including the network browser.
`
`12.
`
`(Previously Presented)
`
`The apparatus of Claim 11, wherein the system is
`
`configured to allow a user to select one or more of the computer-readable semantic tags
`
`from a predetermined set of computer-readable semantic tags and select one or more of
`
`Exhibit 1002_0012
`
`Exhibit 1002_0012
`
`

`

`the data values for mapping the one or more of the compuler-readable semantic tags lo
`
`the one or more of the data values.
`
`13.
`
`(Cancelled)
`
`14.
`
`(Previously Presented)
`
`The apparatus of Claim 11, wherein the system is
`
`configured such that the computer-readable semantic tags are searchable.
`
`15.
`
`(Previously Presented) The apparatus of Claim 11, wherein the system is
`
`configured such that the computer-readable semantic tags each describe the semantic
`
`meaning of the data valucs via a computer-readable association between cach of the
`
`computer-readable semantic tags and a corresponding line item of the data values.
`
`16.
`
`(Previously Presented)
`
`The apparatus of Claim 11, wherein the system is
`
`configured suchthat at least one of the computer-readable semantic tags includes a level
`
`tag for use in displaying the line itemsin a tree view.
`
`17.
`
`(Previously Presented)
`
`The apparatus of Claim 11, wherein the system is
`
`configured such that the multiple hierarchical relationships between two line items are
`
`searchable.
`
`18.
`
`(Previously Presented) The apparatus of Claim 11, wherein the system is
`
`configured to cause referencing of a portion of an original document in connection with
`
`at least one of the data values, such that, based on the referencing, a change to the portion
`
`of the original documentresults in a corresponding changeto the at least one data value.
`
`19.
`
`(Currently Amended) The apparatus of Claim 11, wherein the system is
`
`configured such that the at least one computer-readable XML-compliant data document
`
`includes an extensible semantic tag-equipped markup language component and a
`
`hypertext markup language (HTML) component, and theat least one computecr-readable
`
`XML-compliant data document is capable of being displayed utilizing the network
`
`Exhibit 1002_0013
`
`Exhibit 1002_0013
`
`

`

`browser [or allowing review of the HTML componentin addition to access, through one
`
`or more additional actions,
`
`the extensible semantic tag-equipped markup language
`
`component.
`
`20.
`
`(Currently Amended) The apparatus of Claim 11, whercin the apparatus is
`
`configured such that at least oneof:
`
`said identification of the at least one computer-readable XML-compliant data
`
`document includes receiving the at least one computer-readable XML-compliant data
`
`document;
`
`said at least one computer-readable XML-compliant data document includes a
`
`reusable data markup language (RDML) document;
`
`said line items are associated with a record, row,
`
`table, or other entity of a
`
`relational database;
`
`said computer-readable semantic tags are applied to the line items;
`
`said computer-readable semantic tags result from tagging;
`
`said computer-readable semantic tags reflect characteristics including at least one
`
`of a magnitude, scale, modifier, unit, and measurement;
`
`said computer-readable semantic tags reflect structure;
`
`said parsing includesat least one of: eliminating white space, dividing input into
`
`words or groups of words, searching for opening or closing characters, relaying an error
`
`notice, or coordinating updating of componentstates;
`
`said computer-readable rules are stored in a document type definition (DTD);
`
`Exhibit 1002_0014
`
`Exhibit 1002_0014
`
`

`

`said computer-readable datatype rule for validation of the type of data values
`
`includes a computer-readable datatype rule for validation of a data value format;
`
`said computer-readable calculation rule for validation of the calculation involving
`
`data values includes a computer-readable calculation rule for validation of a summation
`
`involving data values;
`
`said computer-readable unit rule for validation of the unit of data values includes
`
`a computer-readable unit rule for validation of a currency of data values;
`
`said processing includes error checking; or
`
`said result includes an indication as to whether a defect is critical or not.
`
`21.
`
`(Currently Amended) A computer program product embodied on a non-transitory
`
`computer readable medium, comprising:
`
`code for storing a plurality of original documents including a plurality of original
`
`values, including a first documentincludingfirst values and a second documentincluding
`
`second values;
`
`code for processing at least a part of the first document and at least a part of the
`
`second document, resulting in at least one object including at least one reference to at
`
`least one of the plurality of original values of at least one of the plurality of original
`
`documents;
`
`code for receiving a user selection of one or more computer-readable semantic
`
`tags;
`
`code for receiving a user selection of one or more ofthe original values;
`
`Exhibit 1002_0015
`
`Exhibit 1002_0015
`
`

`

`code for mapping the one or more of the computer-readable semantic tags to the
`
`one or more ofthe original values;
`
`code for outputting a presentation that is based on at Icast a portion of the at Icast
`
`one object, the presentation capable of including at least a portion of the original values
`
`including the at
`
`least one original value, where the computer program product
`
`is
`
`configured such that, based on the at least one reference of the at least one object to the at
`
`least one original value of the at least one original document, a changeto the at least one
`
`original value of the at least one original documentresults in a corresponding change in
`
`an instance of the presentation;
`
`code for outputting a report that is based on at least a portion of the at least one
`
`object, the report capable of including at least a portion of the original values including
`
`the at least one original value, where the computer program product is configured such
`
`that, based on the at least one reference of the at least one object to the at least one
`
`original value of the at least one original document, a change to the at least one original
`
`value of the at least one original document results in a corresponding change in an
`
`instance of the report; and
`
`code for outputting at least one computer-readable Extensible Markup Language
`
`(XML)-compliant data document that is based on at least a portion of the at least one
`
`object and at least a portion of the mapping, the at least one computer-readable XML-
`
`compliant data document capable of including a plurality of line items with at least a
`
`portion of the original values including the at least one original value and at least some of
`
`the computer-readable semantic tags, where the computer program product is configured
`
`such that, based on the at least one reference of the at least one object to the at least one
`
`original value of the at least one original document, a changeto the at least one original
`
`value of the at least one original documentresults in a corresponding change in an
`
`instance of the at least onc computer-readable XML-compliant data document;
`
`Exhibit 1002_0016
`
`Exhibit 1002_0016
`
`

`

`said computer program product configured such that_the at least some of the
`
`computer-readable semantic tags are each computer-readably coupled to the at least
`
`portion of the original values_of the at least one computer-readable XML-compliant data
`
`document.
`
`22.
`
`(Currently Amended) The computer program product of Claim 21, wherein the
`
`computer program product is configured for utilizing a plurality of compuler-readable
`
`rules for processing the at least one computer-readable XML-compliant data document,
`
`the computer-readable rules including at least one of:
`
`a computer-readable datatype rule for validation of a type of original
`
`values,
`
`a computer-readable calculation rule for validation of a calculation
`
`involving original values, or
`
`a computer-readable unit rule for validation of a unit of original values.
`
`23.
`
`(Currently Amended) The computer program product of Claim 21, wherein the
`
`computer program product is configured for utilizing a plurality of computer-readable
`
`rules for validating the at least one computer-readable XML-compliant data document,
`
`the computer-readable rules including:
`
`a computer-readable datatype rule for validation of a type of original
`
`values,
`
`a computer-readable calculation rule for validation of a calculation
`
`involving original values, and
`
`a computcr-readable unit rule for validation of a unit of original valucs.
`
`Exhibit 10020017
`
`Exhibit 1002_0017
`
`

`

`24,
`
`(Currenly Amended) The computer program product of Claim 21, wherein the
`
`computer program productis configured for validating the at least one computer-readable
`
`XML-compliant data document by:
`
`identifying at lcast a subsct of [[the]]a plurality of computer-readable rules
`
`including atleast oneof:
`
`a computer-readable datatype rule for validation of a type of
`
`original values,
`
`a computer-readable calculation rule for validation of a calculation
`
`involving original values, or
`
`a computer-readable unit rule for validation of a unit of original
`
`values; and
`
`processing at least the portion of the original values of the at least one
`
`computer-readable XML-compliant data document, utilizing the at least subset of
`
`the computer-readable rules and at
`
`least a portion of the computer-readable
`
`sematic tags of the at
`
`least one computer-readable XML-compliant data
`
`document.
`
`25.
`
`(Cancelled)
`
`26.
`
`(Previously Presented) The computer program product of Claim 21, wherein the
`
`computer program product is configured such that the at least some of the computer-
`
`readable semantic tags describe a semantic meaning of the at least portion of the original
`
`values via a computer-readable association between each of the at least some of the
`
`computer-readable semantic tags and a correspondingline item.
`
`Exhibit 1002_0018
`
`Exhibit 1002_0018
`
`

`

`27,
`
`(Previously Presented) The computer program product of Claim 21, wherein the
`
`computer program product is configured such that at least one of the computer-readable
`
`semantic tags includes a level tag for use in displaying the line items in a tree view.
`
`28.
`
`(Currently Amended) The computer program product of Claim 21, wherein the
`
`computer program product is configured such that the at least one computer-readable
`
`XML-compliant data documentis capable of including multiple hierarchical relationships
`
`between twoline items.
`
`29.
`
`(Cancelled)
`
`30.
`
`(Currently Amended) A method, comprising:
`
`storing a plurality of original documents including a plurality of original values,
`
`including a first documentincluding first values and a second documentincluding second
`
`values;
`
`processing at least a part of the first document and at least a part of the second
`
`document, resulting in at least one object including at least one reference to at least one
`
`of the plurality of original values of at least one of the plurality of original documents;
`
`receiving a user selection of one or more computer-readable semantic tags;
`
`receiving a user selection of one or moreof the original values;
`
`mapping the one or more of the compuler-readable semantic tags to the one or
`
`more of the original values;
`
`outputting a presentation that is based on at least a portion of the at least one
`
`object, the presentation capable of including at Icast a portion of the original valucs
`
`including the at least one original value, such that, based on the at least one reference of
`
`10
`
`Exhibit 1002_0019
`
`Exhibit 1002_0019
`
`

`

`the at least one object to the at least one original value of the at least one original
`
`document, a changeto the at least one original value of the at least one original document
`
`results in a corresponding change in an instanceof the presentation;
`
`outputting a report that is based on at Icast a portion of the at least one object, the
`
`report capable of including at least a portion of the original values including the at least
`
`one original value, such that, based on the at least one reference of the at least one object
`
`to the at least one original value of the at least one original document, a changeto the at
`
`least one original value of the at least one original document results in a corresponding
`
`change in an instance ofthe report; and
`
`outputting at least one computer-readable Extensible Markup Language (XML)-
`
`compliant data document that is based on at least a portion of the at least one object and
`
`at least a portion of the mapping, the at least one computer-readable XML-compliant data
`
`document capable of including a plurality of line items with at least a portion of the
`
`original values including the at least one original value and at least some of the computer-
`
`readable semantic tags, such that, based on the at least one reference of the at least one
`
`object to the at least one original value of the at least one original document, a change to
`
`the at
`
`least one original value of the at
`
`least one original document results in a
`
`corresponding change in an instance of the at
`
`least one computer-readable XML-
`
`compliant data document;
`
`wherein the at
`
`least some of the computer-readable semantic tags are each
`
`computer-readably coupled to the at least portion of the original values_of the at least one
`
`computer-readable XML-compliant data document.
`
`31.
`
`(Currently Amended)
`
`The apparatus of Claim 11, wherein the system is
`
`configured such that the at least one computer-readable XML-compliant data documentis
`
`encapsulated, in machine-readable form, with at least one reusable document including
`
`routines that are capable of being utilized for data valuc formatting and data valuc
`
`collating in connection with the at least one computer-readable XML-compliant data
`
`11
`
`Exhibit 1002_0020
`
`Exhibit 1002_0020
`
`

`

`document as well as other XML-compliant data documents insofar as the other XML-
`
`compliant data documents meet requirements set forth in the at least one reusable
`
`document.
`
`32.
`
`(Previously Presented) The computer program product of Claim 21, wherein the
`
`computer program productis configured such that the first documentis a first spreadsheet
`
`and the second documentis a second spreadsheet that is different and separate from the
`
`first spreadsheet,
`
`the first spreadsheet and the second spreadsheet being stored by a
`
`system that also stores the at least one object along with one or more user-defined rules
`
`for normalizing at least one of the first values of the first spreadsheet and at least one of
`
`the second values of the second spreadsheet, where the one or more user-defined rules are
`
`capable of being applied to additional values of additional spreadsheets in connection
`
`with the at least one object and outputting at least one of the presentation, the report, or
`
`the at least one computer-readable XML-compliant data document.
`
`33.
`
`(Previously Presented) The computer program product of Claim 21, wherein the
`
`computer program product is configured such thatat least one of:
`
`said at least portion of the original values of the at least one computer-readable
`
`XML-compliant data document include different instances of the same values as the
`
`corresponding original values of the at least one original document;
`
`said at least portion of the original values of the at least one computer-readable
`
`XML-compliant data document include different instances of the same values as the
`
`corresponding original values of the at least one object;
`
`said at least some of the computer-readable semantic tags are each computer-
`
`readably coupled to the at least one original value of the at least one object;
`
`said at Icast some of the computcr-readable semantic tags are cach computcr-
`
`readably coupled to the at least portion of the original values of the presentation;
`
`12
`
`Exhibit 1002_0021
`
`Exhibit 1002_0021
`
`