`
`____________________________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`
`____________________________
`
`AMERICAN MULTI-CINEMA, INC.; AMC ENTERTAINMENT HOLDINGS,
`INC.; BOSTON MARKET CORPORATION; MOBO SYSTEMS, INC.;
`MCDONALD’S CORPORATION; MCDONALD’S USA; PANDA
`RESTAURANT GROUP, INC.; PANDA EXPRESS INC.; PAPA JOHN’S
`INTERNATIONAL, INC.; STAR PAPA LP; and PAPA JOHN’S USA, INC.,
`Petitioners
`
`v.
`
`FALL LINE PATENTS, LLC
`
`Patent Owner.
`____________________________
`
`Case No. IPR2019-00610
`Patent No. 9,454,748
`____________________________
`
`PETITIONERS’ NOTICE OF APPEAL
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`
`
`
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`Pursuant to 35 U.S.C. §§ 142 and 37 C.F.R. § 90.2(a), Petitioners AMC Multi-
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`Cinema, Inc., AMC Entertainment Holdings, Inc., Boston Market Corporation,
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`Mobo Systems, Inc., McDonald’s Corporation, McDonald’s USA, Papa John’s
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`International, Inc., Star Papa LP, and Papa John’s USA, Inc. respectfully give Notice
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`that they hereby appeal to the United States Court of Appeals for the Federal Circuit
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`from the Patent Trial and Appeal Board’s (“Board”) Final Decision on Remand,
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`dated May 17, 2022 (Paper 42), and from all other underlying orders, decisions,
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`rulings and opinions related thereto and included therein. This notice is timely filed
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`within 63 days of the Board’s Final Decision on Remand.
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`For the limited purpose of providing the Director with the information
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`specified in 37 C.F.R. § 90.2(a)(3)(ii), Petitioners indicate that the issues on appeal
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`include, but are not limited to whether Claim 7 of U.S. Patent No. 9,454,748 is
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`obvious over U.S. Patent No. 6,961,586 B2, filed September 17, 2001, issued
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`November 1, 2005, and which claims the benefit of an application filed on
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`September 28, 2000 (“Barbosa”) in view of U.S. Patent No. 5,991,771, issued
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`November 23, 1999 (“Falls”).
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`Simultaneous with this submission, a copy of this Notice of Appeal is being
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`filed with the Board and the Clerk’s Office for the United States Court of Appeals
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`for the Federal Circuit.
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`Dated: June 16, 2022
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`2
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`Respectfully submitted,
`
`
`/Ricardo Bonilla /
`By
`Ricardo Bonilla (Reg. No. 65,190)
`rbonilla@fr.com;
`PTABInbound@fr.com Fish &
`Richardson P.C.
`3200 RBC Plaza
`60 South Sixth Street
`Minneapolis, MN 55402
`214-747-5070; 877-769-7945 (Fax)
`
`Robert H. Reckers (Reg. No. 54,633)
`rreckers@shb.com
`Shook, Hardy & Bacon L.L.P. 600
`Travis Street, Suite 3400
`Houston, Texas 77002-2926
`713-227-8008; 713-227-9508 (Fax)
`
`Lowell D. Mead (PHV forthcoming)
`lmead@cooley.com
`Cooley LLP
`3175 Hanover Street
`Palo Alto, CA 94304
`650-843-5734; 650-849-7400 (Fax)
`
`Counsel for Petitioners
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`CERTIFICATE OF SERVICE
`
`
`Pursuant to 37 CFR §§ 42.6(e)(4), the undersigned certifies that on June 16,
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`2022, a complete and entire copy of this Petitioners’ Notice of Appeal was
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`provided via email to the Patent Owner by serving the correspondence address of
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`record as follows:
`
`Terry L. Watt
`tlwatt@fellerssnider.com
`FELLERS SNIDER, PC
`
`Matthew J. Antonelli
`matt@ahtlawfirm.com
`Larry D. Thompson, Jr.
`larry@ahtlawfirm.com
`ANTONELLI, HARRINGTON & THOMPSON LLP
`
` hereby certify that, in addition to being filed electronically through the
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` I
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`Board’s E2E System, the original version of the foregoing Notice of Appeal was
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`delivered by USPS Certified Mail on June 16, 2022, with the Director of the
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`United States Patent and Trademark Office, at the following address:
`
`Director of the United States Patent and Trademark Office
`c/o Office of the General Counsel
`P.O. Box 1450
`Alexandria, VA 22313-1450
`
`I hereby certify that on June 16, 2022, a true and correct copy of the
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`foregoing Notice of Appeal, along with a copy of Final Decision on Remand, was
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`3
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`
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`filed electronically with the Clerk’s Office of the United States Court of Appeals
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`for the Federal Circuit, at the following address:
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`United States Court of Appeals for the Federal Circuit
`717 Madison Place, N.W., Suite 401
`Washington, DC 20005
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`
`
`
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`
`
`
`
`
`/Crena Pacheco/
`Crena Pacheco
`Fish & Richardson P.C.
`3200 RBC Plaza
`60 South Sixth St.
`Minneapolis, MN 55402
`(617) 956-5938
`
`
`4
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`
`
`Trials@uspto.gov
`Tel: 571-272-7822
`
`
`Paper 42
`Entered: May 17, 2022
`
`
`UNITED STATES PATENT AND TRADEMARK OFFICE
`____________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`____________
`
`AMERICAN MULTI-CINEMA, INC.; AMC ENTERTAINMENT
`HOLDINGS, INC.; BOSTON MARKET CORPORATION; MOBO
`SYSTEMS, INC.; MCDONALD’S CORPORATION;
`MCDONALD’S USA; PANDA RESTAURANT GROUP, INC.;
`PANDA EXPRESS INC.; PAPA JOHN’S INTERNATIONAL, INC.;
`STAR PAPA LP; and PAPA JOHN’S USA, INC.,
`Petitioner,
`
`v.
`
`FALL LINE PATENTS, LLC,
`Patent Owner.
`____________
`
`IPR2019-00610
`Patent 9,454,748 B2
`____________
`
`
`Before MICHELLE N. WORMMEESTER, SHEILA F. McSHANE,
`and JOHN R. KENNY, Administrative Patent Judges.
`
`KENNY, Administrative Patent Judge.
`
`
`
`JUDGMENT
`Final Decision on Remand
`35 U.S.C. §§ 144, 318(a)
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`IPR2019-00610
`Patent 9,454,748 B2
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`
`I. INTRODUCTION
`American Multi-Cinema, Inc.; AMC Entertainment Holdings,
`Inc.; Boston Market Corp.; Mobo Systems, Inc. d/b/a OLO Online
`Ordering; McDonald’s Corp; McDonald’s USA; Panda Restaurant
`Group, Inc.; Panda Express Inc.; Papa John’s International, Inc.; Star
`Papa LP; and Papa John’s USA, Inc. (collectively, “Petitioner”) filed a
`Petition (Paper 7, “Pet.”)1 requesting an inter partes review of claims
`1, 2, 5, 7, and 19–22 (“challenged claims”) of U.S. Patent No.
`9,454,748 B2 (Ex. 1001, “the ’748 patent,” “challenged patent”).
`Pet. 1. An inter partes review of all challenged claims was instituted
`on August 7, 2019. Paper 14 (“Inst. Dec.”). After institution, Fall
`Line Patents, LLC (“Patent Owner”) filed a Patent Owner Response
`(Paper 17, “PO Resp.”), Petitioner filed a Reply (Paper 19, “Pet.
`Reply”), and Patent Owner filed a Sur-reply (Paper 20, “PO Sur-
`reply”). An oral hearing was held on April 28, 2020. Paper 25
`(“Tr.”).2
`
`
`1 The Petition was also filed on behalf of Starbucks Corporation, but
`Starbucks entered into a settlement agreement and was terminated
`from this proceeding. Pet. 1; Papers 11, 13.
`2 After the oral hearing, we authorized additional briefing on a claim
`construction issue concerning certain claim terms. Paper 24. Pursuant
`to that authorization, Petitioner filed a Supplemental Brief (Paper 27)
`as did Patent Owner (Paper 28). Petitioner responded to Patent
`Owner’s Supplemental Brief (see Paper 29) and Patent Owner
`responded to Petitioner’s Supplemental Brief (see Paper 30).
`
`
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`2
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`
`On August 5, 2020, we issued a Final Written Decision
`(Paper 32, “Final Written Dec.”), in which we determined that
`Petitioner had proven that claims 1, 2, 5, and 19–22 are unpatentable,
`but had not proven that claim 7 is unpatentable. Final Written
`Dec. 63–64. Patent Owner did not appeal our decision regarding
`claims 1, 2, 5, and 19–22. AMC Multi-Cinema, Inc. v. Fall Line
`Patents, LLC,3 No. 2021-1051, slip op. 3 (Fed. Cir. Sept. 30, 2021)
`(“Remand Decision,” “Remand Dec.”). Petitioner, however, appealed
`our decision regarding claim 7. Id. The Federal Circuit affirmed in
`part, vacated in part, and remanded our decision regarding claim 7. Id.
`at 21.
`After the remand, we authorized supplemental briefing.
`Papers 34, 35. The parties filed a joint statement. Paper 36 (“Joint
`Statement”). Petitioner filed an opening supplemental brief (Paper 38,
`“Pet. Supp. Br.”) and a responsive supplemental brief (Paper 41, “Pet.
`Resp. Br.”). Patent Owner also filed an opening supplemental brief
`(Paper 37, “PO Supp. Br.”) and a responsive supplemental brief
`(Paper 40, “PO Resp. Br.”).
`After considering the instructions and guidance from the Federal
`Circuit in the Remand Decision, the Joint Statement, the parties’
`supplemental briefing, and the complete record, we determine that
`
`
`3 In this Decision, we cite to the slip opinion, as Petitioner did in its
`supplemental briefing. See, e.g., Pet. Supp. Br. 1. Patent Owner
`referenced the Westlaw citation for this decision, which is 2021 WL
`4470062. See, e.g., PO Supp. Br. 2–3.
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`3
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`Patent 9,454,748 B2
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`Petitioner has not proven, by a preponderance of the evidence, that
`claim 7 is unpatentable.
`II. CLAIM 7, THE SCOPE OF THE REMAND,
`AND THE TERM “EXECUTABLE”
`Claim 7
`A.
`Claim 7 recites:
`7. A method for collecting survey data from a user and
`making responses available via the Internet, comprising:
`(a) designing a questionnaire including at least one
`question said questionnaire customized for a particular
`location having branching logic on a first computer
`platform wherein at least one of said at least one questions
`requests location identifying information;
`(b) automatically transferring said designed questionnaire
`to at least one loosely networked computer having a GPS
`integral thereto;
`(c) when said loosely networked computer is at said
`particular location, executing said transferred questionnaire
`on said loosely networked computer, thereby collecting
`responses from the user;
`(d) while said transferred questionnaire is executing, using
`said GPS to automatically provide said location identifying
`information as a response to said executing questionnaire;
`(e) automatically transferring via the loose network any
`responses so collected in real time to a central computer;
`and,
`(f) making available via the Internet any responses
`transferred to said central computer in step (e).
`Ex. 1001, 14:45–67.
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`B. Asserted Grounds for Claim 7
`The Petition asserts that claim 7 would have been obvious over
`the following references:
`Claims
`Challenged
`
`35 U.S.C. §
`
`Reference(s)/Basis
`
`7
`
`7
`
`103(a)
`
`103(a)
`
`Barbosa, 4 Falls5
`
`Hancock,6 Falls
`
`Pet. 5.
`C. Scope of the Remand
`The issue before us concerns Petitioner’s challenge based on
`Barbosa and Falls, and in particular, whether Petitioner has proven by
`a preponderance of the evidence that Barbosa teaches limitation (b) of
`claim 7 (“limitation 7(b)”) for that challenge. Remand Dec. 16, 21. In
`addition, the Federal Circuit instructed us that if we determine that
`Petitioner has proven that Barbosa teaches limitation 7(b), then we
`should address limitation (f) of claim 7 (“limitation 7(f)”) for
`Petitioner’s Barbosa and Falls challenge. Id. at 21 n.4.
`The remand concerns only claim 7 because, as mentioned,
`Patent Owner did not appeal the Final Written Decision regarding
`claims 1, 2, 5, and 19–22. Remand Dec. 3. The remand is further
`
`
`4 U.S. Patent No. 6,961,586 B2, filed Sept. 17, 2001, claims the benefit
`of an application filed on Sept. 18, 2000, and issued on Nov. 1, 2005
`(Ex. 1002, “Barbosa”). The earliest filing date that the ’748 patent
`claims the benefit of is August 19, 2002. Ex. 1001, code (60).
`5 U.S. Patent No. 5,991,771, issued Nov. 23, 1999 (Ex. 1017, “Falls”).
`6 U.S. Patent No. 6,202,023 B1, issued Mar. 13, 2001 (Ex. 1003,
`“Hancock”).
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`limited to whether claim 7 would have been obvious over Barbosa and
`Falls because the Federal Circuit upheld our determination that
`Petitioner had not proven that claim 7 is unpatentable over Hancock
`and Falls. Id. at 15–16. Thus, the Final Written Decision sets forth the
`disposition of all grounds, other than the asserted obviousness of claim
`7 over Barbosa and Falls. Id. at 3, 15–16, 21.
`For limitation 7(b), the remand is further limited to the issue of
`whether Petitioner has proven that Barbosa itself teaches that limitation
`because the Federal Circuit upheld our determination that Petitioner
`did not timely argue that limitation was an obvious modification of
`Barbosa. Id. at 15–16.
`For the issue of whether Barbosa teaches limitation 7(b), the
`Federal Circuit held that, in the Final Written Decision, we did not
`fully consider Petitioner’s arguments in the Petition and we
`erroneously determined certain arguments in the Reply to have been
`belatedly presented. Remand Dec. 16–17. The Federal Circuit further
`held that, in the Final Written Decision, we did not adequately address
`Petitioner’s reply evidence regarding Barbosa’s teachings. Id. at 19–
`20.
`
`The Federal Circuit noted that, in the Final Written Decision, we
`determined that the questionnaire transferred in limitation 7(b) must be
`executable. Remand Dec. 11. The Federal Circuit did not disagree.
`Id. The Federal Circuit, however, noted that we did not explain what
`“executable” means in this setting. Id. at 20.
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`D. Meaning of the Term “Executable”
`To provide a definition for the term “executable” in this
`Decision, we requested that the parties provide proposed definitions.
`Paper 34. On remand, the parties agree to the following definition:
`The parties agree that Java and markup languages (XML,
`HTML, JSON, etc.) are “executable” and that the
`Microsoft Dictionary definition cited by the Board (“of,
`pertaining to, or being a program file that can be run”) is
`acceptable with that clarification.
`Joint Statement 1.
`We accept and apply this agreed-to definition for “executable”
`in this Decision.
`III. BARBOSA AND LIMITATION 7(b)
`On remand, we determine that Petitioner has not proven, by a
`preponderance of the evidence, that Barbosa teaches limitation 7(b),
`which reads:
`(b) automatically transferring said designed questionnaire
`to at least one loosely networked computer having a GPS
`integral thereto.
`Ex. 1001, 14:52–54.
`As we held in the Final Written Decision, and no party has
`disputed in any supplemental briefing, the recited questionnaire that is
`automatically transferred in limitation 7(b) must be executable. Final
`Written Decision 50 (“[T]he recited questionnaire in claim 7 is
`executable, as claim 7 additionally recites ‘executing said
`questionnaire.’”); Remand Dec. 11 (“At the core of the Board’s
`conclusion in this respect was its determination—about which we have
`seen no reasonable dispute—that, because ‘claim 7 additionally recites
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`“executing said questionnaire,”’ the questionnaire that is transferred
`under limitation step (b) must be executable.”).
`In supplemental briefing on remand and prior briefing, the
`parties made a number of arguments regarding whether Barbosa
`automatically transfers an executable questionnaire, including whether
`Barbosa discloses: an executable questionnaire, the transfer of an
`executable program, and data synchronization. As set forth below, we
`find that Barbosa discloses an executable questionnaire, the transfer of
`an executable questionnaire, and data synchronization. However, as
`discussed below, we determine that Petitioner has not proven that
`Barbosa teaches or discloses, to an ordinarily skilled artisan,
`automatically transferring an executable questionnaire to at least one
`loosely networked computer. Thus, Petitioner has not proven, by a
`preponderance of the evidence, that Barbosa discloses limitation 7(b).
`A. Executable Questionnaire
`Petitioner argues that Barbosa discloses an executable
`questionnaire. Pet. Supp. Br. 2–5; Pet. Resp. Br. 1–4. In its
`supplemental briefing, Patent Owner does not dispute this argument.7
`Patent Owner, however, asserts that Petitioner has not identified any
`
`
`7 Petitioner suggests that Patent Owner’s argument in earlier briefing
`regarding the tokenized questionnaire recited in claim 19 demonstrates
`that Patent Owner disputed that Barbosa discloses an executable
`questionnaire. Pet. Supp. Br. 3–4. Patent Owner, however, did not
`make such an argument in its supplemental briefing on remand, and,
`moreover, as set forth in this section, we find that Barbosa discloses an
`executable questionnaire.
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`questionnaire in Barbosa that is both executable and automatically
`transferred. PO Resp. Br. 1–3.
`We agree with Petitioner that Barbosa teaches an executable
`questionnaire. Barbosa discloses that “programs operated by the
`microprocessor ask questions or provide guidance related to a
`particular field problem” and “[t]he program would prompt the user for
`input of data related to the problem.” Ex. 1002, 6:60–61, 7:47–48.
`Further, Figure 7 of Barbosa discloses a flow chart for a construction
`application. Id. at 7:42–47; 8:49–50. In that flow chart, at a job site,
`the assessor starts an appraisal program 702 on device 10. Id. at 7:42–
`47, 8:49–54. Barbosa further discloses that “[t]he program may start
`by asking for the identification of [] the client or matter 703 (e.g.,
`customer, or job site),” and “[t]he program may next ask the
`representative to identify the problem or type of assessment 704 (e.g.,
`HVAC, plumbing, electrical, landscaping, etc.).” Id. at 8:54–59. We
`agree with Petitioner that these disclosures teach an executable
`questionnaire.
`B. Transfer of an Executable Program
`Petitioner argues that Barbosa discloses the transfer of an
`executable program. Pet. Supp. Br. 4; Pet. Resp. Br. 3. Further,
`Petitioner asserts that, if we were to find otherwise, such a finding
`would conflict with findings we made regarding claim 19 in the Final
`Written Decision. Pet. Supp. Br. 4. In its supplemental briefing,
`Patent Owner does not dispute that Barbosa discloses the transfer of an
`executable program. Patent Owner, however, disputes that Barbosa
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`discloses the automatic transfer of an executable program. PO Supp.
`Br. 5–6; PO Resp. Br. 5.
`We find that Barbosa discloses the transfer of an executable
`program. Barbosa discloses providing a template from a remote server
`(1302) to assessors. Ex. 1002, 12:11–14. Barbosa further discloses
`that this “template may operate in combination with programs resident
`in the handheld computer or may be accompanied by a computer
`program transmitted from the sever (e.g., in the form of a JAVA
`applet).” Id. at 12:14–18 (emphasis added). We agree that a computer
`program transmitted from the server in the form of a JAVA applet
`describes the transfer of an executable program. In particular, as set
`forth above, the parties stipulated to the following definition for the
`term “executable”:
`The parties agree that Java and markup languages (XML,
`HTML, JSON, etc.) are “executable” and that the Microsoft
`Dictionary definition cited by the Board (“of, pertaining to,
`or being a program file that can be run”) is acceptable with
`that clarification.
`Joint Statement 1. Petitioner argues that, under this definition, a
`computer program in the form of a JAVA applet is an executable
`program. Pet. Supp. Br. 2–5. Patent Owner does not dispute this
`argument. PO Resp. Br. 6–7. We agree with Petitioner; the parties’
`agreed-to definition deems JAVA executable. Joint Statement 1.
`Thus, we accept Petitioner’s argument that Barbosa discloses the
`transfer of an executable program. We address whether Barbosa
`discloses the automatic transfer of an executable questionnaire in
`Section III.D below.
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`C. Data Synchronization
`Petitioner argues that Barbosa discloses data synchronization.
`
`Pet. Supp. Br. 5–6; Pet. Resp. Br. 5. Patent Owner does not dispute
`this argument. We agree with Petitioner that Barbosa discloses data
`synchronization. In particular, Barbosa discloses that “[f]ield
`assessment data synchronization and/or delivery is enabled using
`wireless capabilities resident in handheld personal computing devices.”
`Ex. 1002, code (57).
`D. Automatic Transfer of an Executable Questionnaire
`1. Petitioner’s Arguments
`Petitioner argues that the need for synchronization between the
`handheld device and the server disclosed in Barbosa would have led an
`ordinarily skilled artisan to understand Barbosa to disclose automatic
`transfers, not just manual transfers, of data between the two devices.
`Pet. Supp. Br. 5–6; Pet. Resp. Supp. Br. 4–7. Petitioner asserts that an
`ordinarily skilled artisan would understand “that during
`synchronization on a wireless network, data is automatically
`transferred when a connection is available, and temporarily stored for
`later transmission when a connection is unavailable.” Pet. Supp. Br. 5
`(quoting Pet. 43 (citing Ex. 1005 ¶ 177)); Pet. Resp. Br. 5 (quoting
`Pet. 43 (citing Ex. 1005 ¶ 177)). Petitioner further asserts that “this
`was a well-known characteristic of network communication protocols
`that relied on synchronization for transmission and delivery over a
`wireless network at the time.” Pet. Supp. Br. 5 (quoting Pet. 43 (citing
`Ex. 1005 ¶ 177)); Pet. Resp. Br. 5 (quoting Pet. 43 (citing Ex. 1005
`¶ 177)). Further, Petitioner contends that “[t]he Federal Circuit
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`recognized this passage from the Petition as explaining Barbosa’s
`disclosure of automatic transfers because of the need for
`synchronization and how networks apply synchronization when
`networks are not entirely reliable, which would have been the case
`around the time of Barbosa’s disclosure.” Pet. Supp. Br. 5–6 (citing
`Remand Dec. 17); Pet. Resp. Br. 5 (citing Remand Dec. 17).
`Petitioner argues that its Reply relied on Barbosa’s disclosure of
`synchronization to explain why Barbosa discloses automatic transfers
`of executable questionnaires. Pet. Supp. Br. 6 (citing Pet. Reply 13–
`15); Pet. Resp. Br. 5–6 (citing Pet. Reply 13–15). Petitioner quotes
`from its Reply that “Barbosa discloses an interactive environment that
`allows two-way communications between a remote device and a
`server, including automatic synchronization and information transfers.”
`Pet. Supp. Br. 6 (quoting Pet. Reply 13 (citing Ex. 1005, ¶¶ 176–177;
`Ex. 1018 ¶ 24)); Pet. Resp. Br. 6 (quoting Pet. Reply 13 (citing
`Ex. 1005, ¶¶ 176-177; Ex. 1018 ¶ 24)).
`Petitioner further argues that “Barbosa discloses automatically
`distributing executable templates for entering inventory
`tracking/ordering information into a remote device, which would allow
`a ‘technician [to] coordinate inventory needs with the company
`automatically using this method.’” Pet. Supp. Br. 6 (quoting Ex. 1002,
`11:29–30) (emphasis omitted). Petitioner further asserts that it
`“explained why automatic transfers of inventory-tracking
`questionnaires to be executed on remote devices would be necessary:
`to ensure ‘that no more inventory than is needed is taken to the field.’”
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`Id. (quoting Pet. Reply 13–14 (quoting Ex. 1002, 11:29–40, citing
`Ex. 1018 ¶ 25)).
`Petitioner argues that “[t]he same principle underlies the other
`examples of automatic/synchronized transfers of executable
`questionnaires in Barbosa.” Pet. Supp. Br. 6. Petitioner asserts that, in
`its Reply, it referred to Barbosa’s disclosure of synchronizing a
`worker’s handheld device “with a server to receive an updated
`template containing tasks for the worker at the beginning of every
`work shift.” Id. (citing Pet. Reply 14 (quoting Ex. 1002, 10:32–42)).
`Petitioner further argues that it asserted, in its Reply, that an ordinarily
`skilled artisan “would appreciate that the disclosed synchronization
`process for transferring the updated template is an automatic process;
`such automatic communications ensure workers are provided
`appropriate ‘daily input’ so tasks ‘are not repeated (wasting time) and
`that unfinished task[]s are addressed.’” Id. at 7 (quoting Pet. Reply 14
`(quoting Ex. 1002, 10:59–67; citing Ex. 1018 ¶ 26)).
`Petitioner further argues that these examples and others cited by
`Petitioner in its Reply support Barbosa’s disclosure of automated
`transfers of executable questionnaires “given Barbosa’s express
`teaching regarding the importance of coordinating among remote users
`in the field.’ Pet. Supp. Br. 7 (quoting Pet. Reply 15 (citing Ex. 1002,
`11:55-62; Ex. 1018 ¶ 27)).
`2. Patent Owner’s Arguments
`Patent Owner disagrees with Petitioner, arguing:
`The various teachings of Barbosa that Petitioner points to
`might have supported an argument that it would have been
`obvious to automatically transfer the industry specific
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`program—which explains why Petitioner repeatedly
`couched them in language about what Barbosa “would
`have led” a person of skill to “understand” or to
`“appreciate” about the system disclosed by Barbosa. See
`[Pet. Supp. Br.] 5–7 (quoting various portions of
`Petitioner’s original papers). But they do not establish that
`Barbosa actually discloses automatically transferring the
`executable questionnaire, which is the sole issue on which
`the Federal Circuit remanded.
`PO Resp. Supp. 3 (emphases omitted).
`3. Analysis
`We considered all of the arguments the parties have made
`regarding Barbosa’s purported disclosure of the automatic transfer of
`an executable questionnaire. We, however, are not persuaded that
`Barbosa has such a disclosure. We address each of the arguments
`Petitioner set forth separately below.
`a. Automatic Transfer of Data
`Patent Owner disputes that the need for synchronization between
`the handheld device and the server disclosed in Barbosa would have
`led an ordinarily skilled artisan to understand Barbosa to disclose
`automatic transfers, not just manual transfers, of data between the two
`devices. PO Resp. Br. 5. For purposes of this analysis, we accept
`Petitioner’s argument that Barbosa’s data synchronization requires the
`automatic transfer of data between its server and handheld device for
`the data that Barbosa is synchronizing. But nothing cited by Petitioner
`in Barbosa expressly or implicitly discloses synchronizing, in
`particular, an executable questionnaire. The mere synchronization of
`data does not teach the synchronization of an executable questionnaire
`because Barbosa discloses transferring data that is not necessarily
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`executable, e.g., templates, which Petitioner has not shown have to be
`executable. Ex. 1002, 7:26–28 (“e.g., task/punch lists”), 7:51–53
`(“Web pages”), 10:39–42 (“updated template”); see also section
`III.D.3.b below (addressing Petitioner’s arguments and Mr. Roman’s
`testimony regarding synchronization with intermittent connections).
`b. Storage and Automatic Transfer When a Connection is
`Unavailable
`As mentioned, Petitioner argues that an ordinarily skilled artisan
`would understand “that during synchronization on a wireless network,
`data is automatically transferred when a connection is available, and
`temporarily stored for later transmission when a connection is
`unavailable.” Pet. Supp. Br. 5 (quoting Pet. 43 (citing Ex. 1005
`¶ 177)); Pet. Resp. Br. 5 (quoting Pet. 43 (citing Ex. 1005 ¶ 177)).
`Petitioner further asserts that this was a well-known characteristic of
`network communication protocols that relied on synchronization for
`transmission and delivery over a wireless network at the time. Pet.
`Supp. Br. 5 (quoting Pet. 43 (citing Ex. 1005 ¶ 177)); Pet. Resp. Br. 5
`(quoting Pet. 43 (citing Ex. 1005 ¶ 177)).
`We, however, do not find that Barbosa discloses that data (let
`alone an executable questionnaire) is automatically transferred when a
`connection is available, and temporarily stored for later transmission
`when a connection is unavailable, during synchronization on a wireless
`network. Petitioner cites nothing from Barbosa with such a disclosure.
`The only evidence that Petitioner relies on to support its argument is
`conclusory testimony by Mr. Roman, which reads:
`A[n ordinarily skilled artisan] would understand that
`during synchronization on a wireless network, data is
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`automatically transferred when a connection is available,
`and temporarily stored for later transmission when a
`connection is unavailable, as this was a well-known
`characteristic of network communication protocols that
`relied on synchronization for transmission and delivery
`over a wireless network at the time. Through such
`synchronization, networked computers coordinate their
`transmission of data to one another, sending data when
`appropriate and storing date for later transmission when a
`connection is established. Such techniques for handling
`unreliable network connections were necessary at that
`time for wireless applications given the unreliable nature
`of existing wireless data connections.
`Ex. 1005 ¶ 177 (cited in Pet. Supp. Br. 5, Pet. 43). As can be seen
`above, Mr. Roman cites nothing to support this testimony. Conclusory
`testimony by an expert is not persuasive. 37 C.F.R. § 42.65; see also
`Skky, Inc. v. MindGeek, s.a.r.l., 859 F.3d 1014, 1022 (Fed. Cir. 2017)
`(the Board is “not required to credit [a party’s] expert evidence simply
`because [the party] offered it”); TQ Delta, LLC v. CISCO Sys., Inc.,
`942 F.3d 1352, 1359 (Fed. Cir. 2019) (“This court’s opinions have
`repeatedly recognized that conclusory expert testimony is inadequate
`to support an obviousness determination on substantial evidence
`review.”).
`Further, although this testimony (and Petitioner’s argument that
`relies on this testimony) might describe a motivation for an ordinarily
`skilled artisan to modify Barbosa to add synchronization by storing
`data during times when there is a lack of connection and automatically
`transmitting data after a connection is restored, this testimony does not
`demonstrate that such a feature is taught by Barbosa. Petitioner and
`Mr. Roman cite nothing from Barbosa demonstrating that Barbosa
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`teaches storing data for intermittent connections and automatically
`transmitting such data after connections are restored, other than the
`mere reference to data synchronization using wireless capabilities.
`And we do not interpret the latter to require storing data for
`intermittent connections and automatically transmitting such data after
`connections are restored. Instead, based on the trial record, data
`synchronization simply means synchronizing data via any mechanism
`of synchronizing data.
`The Petition addresses the concept of synchronizing data by
`storing data for intermittent connections and automatically transmitting
`such data after connections are restored when addressing the claim
`language of “at least one loosely networked computer,” which is also
`recited in limitation 7(b). Pet. 43. The Petition argues that, to the
`extent we did not find that Barbosa discloses such a feature, Fall
`discloses storing data for intermittent connections and automatically
`transmitting such data after connections are restored. Id. at 44. We
`agree with Petitioner that Falls expressly discloses storing data for
`intermittent connections and automatically transmitting such data after
`connections are restored. Ex. 1017, 3:16–37. Barbosa, however, does
`not, and the issue on remand is whether Barbosa discloses the
`automatic transfer of an executable questionnaire, not whether such a
`transfer is taught or suggested by the combination of Barbosa and
`Falls. Remand Dec. 16.
`As mentioned, Petitioner further argues that “[t]he Federal
`Circuit recognized [a] passage from the Petition as explaining
`Barbosa’s disclosure of automatic transfers because of the need for
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`synchronization and how networks apply synchronization when
`networks are not entirely reliable, which would have been the case
`around the time of Barbosa’s disclosure.” Pet. Supp. Br. 5–6 (citing
`Remand Dec. 17); Pet. Resp. Br. 5 (citing Remand Dec. 17). We agree
`with Petitioner that the Federal Circuit recognized that the Petition
`presented that argument regarding data synchronization and instructed
`us to consider it. Remand Dec. 17. To the extent, however, Petitioner
`is suggesting that the Federal Circuit found that Barbosa discloses
`automatic transfers of an executable questionnaire because of the need
`of synchronization and unreliable networks, we do not read the Federal
`Circuit’s remand decision as having such a finding. Id.
`c. Additional Arguments Regarding Synchronization
`As mentioned, Petitioner argues that, in its Reply, it continue