Prosecution Insights
Last updated: April 19, 2026
Application No. 18/594,229

METADATA-DRIVEN VISUALIZATION LIBRARY INTEGRATION

Non-Final OA §102§103
Filed
Mar 04, 2024
Examiner
LUU, CUONG V
Art Unit
2192
Tech Center
2100 — Computer Architecture & Software
Assignee
Kobai Inc.
OA Round
1 (Non-Final)
72%
Grant Probability
Favorable
1-2
OA Rounds
3y 6m
To Grant
99%
With Interview

Examiner Intelligence

Grants 72% — above average
72%
Career Allow Rate
692 granted / 963 resolved
+16.9% vs TC avg
Strong +37% interview lift
Without
With
+36.7%
Interview Lift
resolved cases with interview
Typical timeline
3y 6m
Avg Prosecution
36 currently pending
Career history
999
Total Applications
across all art units

Statute-Specific Performance

§101
18.0%
-22.0% vs TC avg
§103
48.6%
+8.6% vs TC avg
§102
17.8%
-22.2% vs TC avg
§112
11.0%
-29.0% vs TC avg
Black line = Tech Center average estimate • Based on career data from 963 resolved cases

Office Action

§102 §103
Notice of Pre-AIA or AIA Status The present application, filed on or after March 16, 2013, is being examined under the first inventor to file provisions of the AIA . DETAILED ACTION An effective filing date of 03/03/2023 is acknowledged. Claims 1 – 26 are pending. Claims 7 and 20 are objected to as being dependent upon a rejected base claim, but would be allowable if rewritten in independent form including all of the limitations of the base claim and any intervening claims. Claim Objections Claims 1 – 26 are objected to because of the following informalities: Claim 1 Line 3; remove “for” after “allows” Line 5; insert comma after “authoring interface” for claim clarity. Claim 2 Line 3; remove “for” after “allows” Claim 3 The claim is dependent claim of claim 1; therefore, it inherits issues of claim 1 Claim 4 Line 5; remove “identified” Line 8; remove “displayed” and “identified” Claims 5 – 7 The claims are dependents claim of claim 1 either directly or indirectly; therefore, they inherit issues of claim 1 Claim 8 Line 3; “the selected data” lacks antecedent basis. Claim 9 The claim is dependent claim of claim 8; therefore, it inherits issues of claim 8 Claim 10 Line 1; remove “for” after “allows” Claim 11 Line 4; “the selected data” lacks antecedent basis. Claim 12 The claim is dependent claim of claim 11; therefore, it inherits issues of claim 11 Claim 13 Line 1; insert --the-- before “configuring” Line 2; “the selected configuration property” lacks antecedent basis, and remove “the” before “particular”. Claim 14 Line 1; change “The” to --A-- Line 4; remove “for” after “allows” Line 7; insert comma after “authoring interface” for claim clarity. Claim 15 Line 4; remove “for” after “allows” Claim 16 The claim is dependent claim of claim 1; therefore, it inherits issues of claim 1 Claim 17 Line 5; remove “identified” Line 7; remove “displayed” Line 8; remove “identified” Claims 18 – 20 The claims are dependents claim of claim 14 either directly or indirectly; therefore, they inherit issues of claim 14 Claim 21 Line 3; “the selected data” lacks antecedent basis. Claim 22 The claim is dependent claim of claim 21; therefore, it inherits issues of claim 21 Claim 23 Line 1; remove “for” after “allows” Claim 24 Line 5; “the selected data” lacks antecedent basis. Claim 25 The claim is dependent claim of claim 24; therefore, it inherits issues of claim 24 Claim 26 Line 2; remove “the” before “particular”. Appropriate correction is required. Claim Rejections - 35 USC § 102 (a)(1) the claimed invention was patented, described in a printed publication, or in public use, on sale, or otherwise available to the public before the effective filing date of the claimed invention. Claims 1 – 6, 10 –19, and 23 – 26 are rejected under 35 U.S.C. 102(a)(1) as being anticipated by Koste et al. (Pub. No. US 2022/0147205 A1; hereinafter Koste; IDS dated 07/23/2024.) Claim 1 Koste teaches a method for data presentation, the method comprising: generating for display an interface authoring interface (Koste; Fig. 4; [0055] FIG. 4 illustrates an example method 400 of using a card builder tool set within a data visualization tool to create a data visualization…; Fig. 22 & [0092 – 0093] method for generating visualization data), wherein the interface authoring interface allows for selection of visualization configuration properties from a plurality of visualization libraries (Koste; Fig. 4; [0055 – 0060] … The card builder tool set may be presented to the user within a user interface generated by a data visualization tool, for example as seen in FIGS. 6-7. In the embodiment shown, the method 400 includes displaying a user interface including a canvas and a builder menu (step 402) … Once a card creation command has been received, the all the data visualization tool may also receive a definition of a data set (configuration properties, visualization library) to be used in the card or dashboard (step 406). The data visualization tool may further receive a definition of a chart style (configuration properties, visualization library) (step 408), which represents the type of visualization that the user wishes to view for the selected data set. In example embodiments, the data visualization tool may receive a definition of one or more time periods (configuration properties, visualization library) upon which to perform analysis (step 410) … In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering features (configuration properties) (step 412). The filtering features can be defined by the user to allow viewers of the card or dashboard to filter data based on the data included in one or more columns within that visualization … In still further example embodiments, the data visualization tool may receive a definition of card access rights (configuration properties, visualization library) for a given card or dashboard (step 414) …; Figs. 6 – 16: different tools for designing and configure data visualization. And, see Fig. 23 & [0095 – 0096] tools for method in Fig. 22); receiving, via the interface authoring interface a selection of a subset of visualization configuration properties from at least one visualization library of the plurality of visualization libraries (Koste; Fig. 4; [0055 – 0060] … The card builder tool set may be presented to the user within a user interface generated by a data visualization tool, for example as seen in FIGS. 6-7. In the embodiment shown, the method 400 includes displaying a user interface including a canvas and a builder menu (step 402) … Once a card creation command has been received, the all the data visualization tool may also receive a definition of a data set (configuration properties) to be used in the card or dashboard (step 406). The data visualization tool may further receive a definition of a chart style (configuration properties) (step 408), which represents the type of visualization that the user wishes to view for the selected data set. In example embodiments, the data visualization tool may receive a definition of one or more time periods (configuration properties) upon which to perform analysis (step 410) … In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering features (configuration properties) (step 412). The filtering features can be defined by the user to allow viewers of the card or dashboard to filter data based on the data included in one or more columns within that visualization … In still further example embodiments, the data visualization tool may receive a definition of card access rights (configuration properties) for a given card or dashboard (step 414) …; Figs. 6 – 16: different tools for designing and configure data visualization. And, see Fig. 23 & [0095 – 0096] tools for method in Fig. 22), wherein the selection of the subset of visualization configuration properties comprises selection of at least one user-interface element that virtualizes executable code for enabling respective visualization configuration property (Koste; [0071 – 0072] As seen in FIG. 11, a selection window 1102 allows a user to select a specific type of calculated field to filter among the calculations that may be performed. In the example shown, a variety of function, condition, and aggregate calculations are illustrated as being available to be performed on particular data sources; in alternative embodiments, other types or categorizations of data fields may be provided as well. In example embodiments, the available types of calculated fields can be implemented as code embedded within a particular card or dashboard that allow certain fields to be formed at the time the card is displayed. The code may embed calculations into the definition of the card or dashboard such that, at the time of display of the card or dashboard, each of the underlying data sources can be accessed and, embedded within the card, various data manipulations may be performed prior to display of data …), See picture below; and PNG media_image1.png 441 892 media_image1.png Greyscale configuring a visualization authoring interface based on the selection of the subset of visualization configuration properties received via the interface authoring interface, wherein the visualization authoring interface is configured using the executable code (Koste; Fig. 8; [0069] … The date selector 802 allows a user to define a date range for analysis, for example a prior day, prior week, prior month, prior quarter, or prior year. In the example shown the calendar selection toggle switch 804 is activated, and therefore the periods of time shown in the date selector represent dates that correspond to a fiscal calendar of the organization … Figs. 10 – 11; [0070 – 0072] … In the example user interface 1000 as shown, a user may search for and select fields in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004 … As seen in FIG. 11, a selection window 1102 allows a user to select a specific type of calculated field to filter among the calculations that may be performed … In example embodiments, the available types of calculated fields can be implemented as code embedded within a particular card or dashboard that allow certain fields to be formed at the time the card is displayed …) Claim 2 Koste also teaches generating for display the visualization authoring interface, wherein the visualization authoring interface allows for: (a) selection of data for visualization; and (b) selection of a selected configuration property from a particular visualization library of the plurality of visualization libraries (Koste; Fig. 4; [0055 – 0060] … The card builder tool set may be presented to the user within a user interface generated by a data visualization tool, for example as seen in FIGS. 6-7. In the embodiment shown, the method 400 includes displaying a user interface including a canvas and a builder menu (step 402) … Once a card creation command has been received, the all the data visualization tool may also receive a definition of a data set (configuration properties, visualization libraries) to be used in the card or dashboard (step 406). The data visualization tool may further receive a definition of a chart style (configuration properties, visualization libraries) (step 408), which represents the type of visualization that the user wishes to view for the selected data set. In example embodiments, the data visualization tool may receive a definition of one or more time periods (configuration properties, visualization libraries) upon which to perform analysis (step 410) … In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering features (configuration properties, visualization libraries) (step 412) … In still further example embodiments, the data visualization tool may receive a definition of card access rights (configuration properties) for a given card or dashboard (step 414) …; Figs. 6 – 16: different tools for designing and configure data visualization. And, see Fig. 23 & [0095 – 0096] tools for method in Fig. 22); and generating for display, using the particular visualization library, a visualization for the selected data, wherein the visualization is formatted according to the selected configuration property (Koste; [0007] In a first aspect, a method includes displaying a user interface including a canvas and a card builder toolset, the card builder toolset including a plurality of selectable options, each of the plurality of selectable options responsive to user input to present a definition screen including one or more card definition parameter input fields … The method also includes rendering a card within the canvas in accordance with parameters defined by the user input, the card being included within a dashboard to be displayed to users.) Claim 3 Koste also teaches the receiving further comprises receiving input of a keyword that identifies the selection of the subset of visualization configuration properties (Koste; [0070] FIGS. 10-11 illustrate an example user interface 1000 of a data visualization tool in which one or more calculated fields may be defined within a card or dashboard. Calculated fields, in accordance with the present disclosure, can correspond to fields which may be generated based on other fields already included in the card or dashboard or defined as being included in data sources. In the example user interface 1000 as shown, a user may search for and select fields (keyword) in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004…) Claim 4 Koste also teaches searching at least one of the plurality of visualization libraries to identify a suggested visualization configuration property from the at least one visualization library of the plurality of visualization libraries (Koste; [0070] FIGS. 10-11 illustrate an example user interface 1000 of a data visualization tool in which one or more calculated fields may be defined within a card or dashboard. Calculated fields, in accordance with the present disclosure, can correspond to fields which may be generated based on other fields already included in the card or dashboard or defined as being included in data sources. In the example user interface 1000 as shown, a user may search for and select fields (keyword) in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004…); and generating for display a user interface element indicative of the identified suggested visualization configuration property (Koste; [0070] FIGS. 10-11 illustrate an example user interface 1000 of a data visualization tool in which one or more calculated fields may be defined within a card or dashboard. Calculated fields, in accordance with the present disclosure, can correspond to fields which may be generated based on other fields already included in the card or dashboard or defined as being included in data sources. In the example user interface 1000 as shown, a user may search for and select fields (keyword) in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004…); wherein the receiving comprises receiving user interface interaction with the displayed user interface element indicative of the identified suggested visualization configuration property (Koste; [0070 – 0072] FIGS. 10-11 illustrate an example user interface 1000 of a data visualization tool in which one or more calculated fields may be defined within a card or dashboard. Calculated fields, in accordance with the present disclosure, can correspond to fields which may be generated based on other fields already included in the card or dashboard or defined as being included in data sources. In the example user interface 1000 as shown, a user may search for and select fields (keyword) in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004… As seen in FIG. 11, a selection window 1102 allows a user to select a specific type of calculated field to filter among the calculations that may be performed. In the example shown, a variety of function, condition, and aggregate calculations are illustrated as being available to be performed on particular data sources; in alternative embodiments, other types or categorizations of data fields may be provided as well …) Claim 5 Koste also teaches the subset of visualization configuration properties comprises less configuration properties than available from each of the plurality of visualization libraries (Koste; [0071] As seen in FIG. 11, a selection window 1102 allows a user to select a specific type of calculated field to filter among the calculations that may be performed. In the example shown, a variety of function, condition, and aggregate calculations are illustrated as being available to be performed on particular data sources …) selections “function, condition, & aggregate” in Fig. 11 are less than selections in Figs. 12, 13, 14, 15. Claim 6 Koste also teaches the visualization authoring interface comprises the same type of configuration property from different visualization libraries (Koste; [0069] FIGS. 8-9 illustrate a user interface 800 of a data visualization tool in which a calendar-based time period may be defined for analysis of data within a dashboard … The date selector 802 allows a user to define a date range for analysis, for example a prior day, prior week, prior month, prior quarter, or prior year. In the example shown the calendar selection toggle switch 804 is activated, and therefore the periods of time shown in the date selector represent dates that correspond to a fiscal calendar of the organization …; [0073] As illustrated in FIGS. 12-13, a further example user interface 1200 is shown which may be displayed upon selection of a filter option … In the example shown, the user interface 1200 allows a user to define one or more data filters that can be applied to data within a dashboard that is created or edited by the user, via a filter definition tool 1202 … The user interface 1300 presents a further filter addition screen 1302 that allows a user to name a filter, and define a dataset and column to be filtered based on the selected filter …); time period and filter == defining range of data for analysis [Wingdings font/0xE0] they are of same type of configuration property. Claim 10 Koste also teaches the interface authoring interface allows for generation of a recipe for a particular data type, wherein the recipe defines a plurality of configuration properties from a particular visualization library of the plurality of visualization libraries (Koste; Fig. 4; [0058] In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering features (configuration properties) (step 412). The filtering features can be defined (generate, modify) by the user to allow viewers of the card or dashboard to filter data based on the data (particular data type) included in one or more columns within that visualization… [0073 – 0075] As illustrated in FIGS. 12-13, a further example user interface 1200 is shown which may be displayed upon selection of a filter (recipe) option (e.g., viewer filter region 620) of a builder region 602, in the user interface 600 of FIG. 6. In the example shown, the user interface 1200 allows a user to define (generate, modify) one or more data filters (recipe) that can be applied to data (particular data type) within a dashboard that is created or edited by the user, via a filter definition tool 1202…) Claim 11 Koste also teaches the visualization authoring interface comprises an option to select the recipe for the particular data type (Koste; Fig. 4; [0058] In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering (recipe) features (step 412). The filtering features can be defined (generate, modify) by the user to allow viewers of the card or dashboard to filter data based on the data (particular data type) included in one or more columns within that visualization… [0073] … In the example shown, the user interface 1200 allows a user to define one or more data filters that can be applied to data (particular data type) within a dashboard that is created or edited by the user, via a filter definition tool 1202. As seen in FIG. 13, a further user interface 1300 can be displayed upon selecting (select) to add a filter within the user interface 1200. The user interface 1300 presents a further filter addition screen 1302 that allows a user to name a filter, and define a dataset and column to be filtered based on the selected filter. The filter may then be saved for use by other users who may elect (select) to view the card or dashboard.), and in response to the selection of the recipe, generating for display, using the particular visualization library, a visualization for the selected data, wherein the visualization is formatted according to the plurality of configuration properties of the recipe (Koste; Fig. 4; [0058] In further example embodiments, the data visualization tool may receive definition of one or more sorting or filtering (recipe) features (step 412). The filtering features can be defined by the user to allow viewers of the card or dashboard to filter data based on the data included in one or more columns within that visualization…; [0073 – 0075] … The filter may then be saved for use by other users who may elect (select filter) to view (display) the card or dashboard. [0007 – 0009] … The method also includes rendering a card within the canvas in accordance with parameters defined by the user input, the card being included within a dashboard to be displayed to users…) Claim 12 Koste also teaches the visualization authoring interface comprises an option to modify the recipe for the particular data type (Koste; Figs. 12 – 13, [0073] … In the example shown, the user interface 1200 allows a user to define (generate, modify) one or more data filters that can be applied to data within a dashboard that is created or edited by the user, via a filter definition tool 1202. As seen in FIG. 13, a further user interface 1300 can be displayed upon selecting to add (generate, modify) a filter within the user interface 1200. The user interface 1300 presents a further filter addition screen 1302 that allows a user to name a filter, and define a dataset and column to be filtered based on the selected filter…) Claim 13 Koste also teaches querying the particular visualization library via a network (Koste; [0055] FIG. 4 illustrates an example method 400 of using a card builder tool set within a data visualization tool to create a data visualization, in accordance with an example embodiment. The card builder tool set may be presented to the user within a user interface generated by a data visualization tool … Fig. 1; [0038 – 0040] … a computing system 100 is communicatively connected to a plurality of retail databases 12, as well as other user devices 14 … The retail databases 12, user devices 14, and computing system 100 may be communicatively connected via a network 16… In the embodiment shown, the computing system 100 includes a processor 102 communicatively connected to a memory 104 … In the embodiment shown, the memory 104 stores a data visualization tool 112 …; computing system 100 comprises data visualization tool 112 which includes visualization configuration properties. User 14 utilizes data visualization tool 112 to create data visualization. Figs. 10 – 11; [0070 – 0072] … In the example user interface 1000 as shown, a user may search for and select fields in previously-identified data sources in a field selection region 1002, and define one or more functions to be applied to those fields from a function selection region 1004 …) Claim 14 This is a system version of the rejected method version in claim 1; therefore, it is also rejected for the same reasons. Furthermore, Koste also teaches the system comprising control circuitry (Koste; Fig. 1; [0039 – 0040] In the embodiment shown, the computing system 100 includes a processor 102 communicatively connected to a memory 104 via an interface 106 … In the embodiment shown, the memory 104 stores a data visualization tool 112 …) Claim 15 This limitation is already discussed in claim 2; therefore, it is rejected for the same reasons. Claim 16 This limitation is already discussed in claim 3; therefore, it is rejected for the same reasons. Claim 17 This limitation is already discussed in claim 4; therefore, it is rejected for the same reasons. Claim 18 This limitation is already discussed in claim 5; therefore, it is rejected for the same reasons. Claim 19 This limitation is already discussed in claim 6; therefore, it is rejected for the same reasons. Claim 23 This limitation is already discussed in claim 10; therefore, it is rejected for the same reasons. Claim 24 This limitation is already discussed in claim 11; therefore, it is rejected for the same reasons. Claim 25 This limitation is already discussed in claim 12; therefore, it is rejected for the same reasons. Claim 26 This limitation is already discussed in claim 13; therefore, it is rejected for the same reasons. Claim Rejections - 35 USC § 103 The following is a quotation of 35 U.S.C. 103 which forms the basis for all obviousness rejections set forth in this Office action: A patent for a claimed invention may not be obtained, notwithstanding that the claimed invention is not identically disclosed as set forth in section 102, if the differences between the claimed invention and the prior art are such that the claimed invention as a whole would have been obvious before the effective filing date of the claimed invention to a person having ordinary skill in the art to which the claimed invention pertains. Patentability shall not be negated by the manner in which the invention was made. Claims 8 – 9 and 21 – 22 are rejected under 35 U.S.C. 103 as being unpatentable over Koste in view of Conrad et al. (Pub. No. US 2024/0184781 A1; hereinafter Conrad.) Claim 8 Koste does not explicitly teach generating for display via the visualization authoring interface a plurality of previews of visualizations for the selected data using each of the same type of configuration properties from each of the plurality of visualization libraries. However, Conrad teaches generating for display via the visualization authoring interface a plurality of previews of visualizations for the selected data using each of the same type of configuration properties from each of the plurality of visualizationcombine sampled subsets of entries according to one or more join configurations to generate a set of preview data; and provide a graphical user interface that displays at least a portion of the set of preview data …) (Emphasis added.) Koste and Conrad are in the same analogous art as they are in the same field of endeavor, managing and analyzing data. Therefore, it would have been obvious to one with ordinary skill, in the art before the effective filing date of the claimed invention, to incorporate Conrad teachings into Koste invention to allow user to generate preview of dataset for user review as the preview data can be reused without requiring sampling process to be performed again as suggested by Conrad ([0043 – 0044].) Claim 9 Conrad teaches the previews are generated for display simultaneously (Conrad; Fig. 3; [0163] Another aspect of the proposed reporting systems is the efficient generation of a report preview. For example, in some embodiments, computing system 310 can generate a report preview (e.g., in a graphical user interface) in a manner that shows in the report preview a set of preview data that is most representative of the full connected data report … combine sampled subsets of entries according to one or more join configurations (configuration properties) to generate a set of preview data; and provide a graphical user interface that displays at least a portion of the set of preview data …) Motivation for incorporating Conrad into Koste is the same as motivation in claim 8. Claim 21 This limitation is already discussed in claim 8; therefore, it is rejected for the same reasons. Claim 22 This limitation is already discussed in claim 9; therefore, it is rejected for the same reasons. Allowable Subject Matter Claims 7 and 20 are objected to as being dependent upon a rejected base claim, but would be allowable if rewritten in independent form including all of the limitations of the base claim and any intervening claims. Conclusion Any inquiry concerning this communication or earlier communications from the examiner should be directed to CUONG V LUU whose telephone number is (571)270-1733. The examiner can normally be reached 6:30 AM - 3:00 PM. Examiner interviews are available via telephone, in-person, and video conferencing using a USPTO supplied web-based collaboration tool. To schedule an interview, applicant is encouraged to use the USPTO Automated Interview Request (AIR) at http://www.uspto.gov/interviewpractice. If attempts to reach the examiner by telephone are unsuccessful, the examiner’s supervisor, Hyung S. Sough can be reached at (571) 272-6799. The fax phone number for the organization where this application or proceeding is assigned is 571-273-8300. Information regarding the status of published or unpublished applications may be obtained from Patent Center. Unpublished application information in Patent Center is available to registered users. To file and manage patent submissions in Patent Center, visit: https://patentcenter.uspto.gov. Visit https://www.uspto.gov/patents/apply/patent-center for more information about Patent Center and https://www.uspto.gov/patents/docx for information about filing in DOCX format. For additional questions, contact the Electronic Business Center (EBC) at 866-217-9197 (toll-free). If you would like assistance from a USPTO Customer Service Representative, call 800-786-9199 (IN USA OR CANADA) or 571-272-1000. /CUONG V LUU/Examiner, Art Unit 2192 /S. Sough/SPE, Art Unit 2192
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Prosecution Timeline

Mar 04, 2024
Application Filed
Mar 11, 2026
Non-Final Rejection — §102, §103 (current)

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Prosecution Projections

1-2
Expected OA Rounds
72%
Grant Probability
99%
With Interview (+36.7%)
3y 6m
Median Time to Grant
Low
PTA Risk
Based on 963 resolved cases by this examiner. Grant probability derived from career allow rate.

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