DETAILED ACTION
This action is responsive to the filing of 4/29/24. Claims 1-20 are pending and have been considered below.
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 .
Claim Rejections - 35 USC § 102
The following is a quotation of the appropriate paragraphs of 35 U.S.C. 102 that form the basis for the rejections under this section made in this Office action:
A person shall be entitled to a patent unless –
(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.
Claim(s) 1-20 is/are rejected under 35 U.S.C. 102(a)(1) as being anticipated by
Guo (2018/0189736.)
Claim 1, 14, 17: Guo discloses a computing system for user interface settings, the computing system comprising:
at least one processor (Fig. 21A-B: 2110: Processor; par. 139-143); a communication interface communicatively coupled to the at least one processor (Fig. 21A-B: 2190: Communications Interface; par. 139-143); and
one or more memory devices (Fig. 21A-B: 2175: Memory RAM; par. 139-143) storing executable code, wherein execution of the executable code causes the at least one processor to:
display, via a user interface (Fig. 18: 1800 GUI), a plurality of configurable graphics (Fig. 18: task graphics, 1802) and at least two categories (Fig. 18: To Do, In Progress), the plurality of configurable graphics including input sensitive characteristics (par. 122, draggable), the at least two categories being different locations depicted by the user interface (Fig. 18: three columns next to each other occupying different locations of the UI), each configurable graphic of the plurality of configurable graphics displaying descriptions of planning focused topics (Fig. 18: “Design UI background,” “Go fishing with Andy” etc.); and
receive, via the user interface, a first input to drag and drop a first configurable graphic of the plurality of configurable graphics from a first interface location to a second interface location (par. 122, a user can change the state of a task by dragging and dropping tasks into the areas defined by graphical elements 1710, 1720, and/or 1730. For example, the user can select and drag task 1802 from graphical element 1710 into graphical element 1720 to cause CMS client 242 to change the state of task 1802 from “to do” to “in progress.”)
Claim 2, 18: Guo discloses the computing system of claim 1, wherein the at least two categories include two columns depicted as the different locations on the user interface (Fig. 18: three columns next to each other occupying different locations of the UI.)
Claim 3, 19: Guo discloses the computing system of claim 1, wherein the at least two categories including the first location and the second location (Fig. 18: three columns next to each other occupying different locations of the UI.)
Claim 4, 15, 20: Guo discloses the computing system of claim 1, wherein the at least two categories include a long-term category and a short-term category, the long-term category classifying respective planning focused topics of one or more configurable graphics of the plurality of configurable graphics as less immediate needs than the planning focused topics of at least one configurable graphic of the plurality of configurable graphics categorized within the short-term category (Fig. 18, To Do and In Progress, showing long-term and short-term categories.)
Claim 5: Guo discloses the computing system of claim 1, wherein the plurality of configurable graphics include at least four configurable graphics that each display a different description of a planning focused topic of the planning focused topics (Fig. 18: “Design UI background,” “Go fishing with Andy” etc.)
Claim 6: Guo discloses the computing system of claim 1, wherein each graphic of the plurality of configurable graphics is a listening card to guide discussion of the planning focused topics (Fig. 18: “Design UI background,” “Go fishing with Andy” etc.)
Claim 7: Guo discloses the computing system of claim 1, wherein each description of the planning focused topics is associated with strategic planning for future life events (Fig. 18: “Design UI background,” “Go fishing with Andy” etc.)
Claim 8: Guo discloses the computing system of claim 1, wherein the planning focused topics include at least one selected from the group consisting of education funding, retirement and income planning, estate planning, personal values and investing, dreams and visions, credit strategies, caring for others, tax strategies, family legacy, protecting your family and you, business planning—transition or acquisition, money and family, and charitable and philanthropic goals (Fig. 18: “Design UI background,” “Go fishing with Andy” etc.)
Claim 9: Guo discloses the computing system of claim 1, wherein execution of the executable code further causes the at least one processor to receive, via the user interface, a plurality of additional inputs to drag and drop each additional configurable graphic of the plurality of configurable graphics to respective interface locations within the at least two categories (Fig. 17-18; par. 122, a user can change the state of a task by dragging and dropping tasks into the areas defined by graphical elements 1710, 1720, and/or 1730. For example, the user can select and drag task 1802 from graphical element 1710 into graphical element 1720 to cause CMS client 242 to change the state of task 1802 from “to do” to “in progress.”)
Claim 10: Guo discloses the computing system of claim 1, wherein execution of the executable code further causes the at least one processor to receive, via the user interface, a second input to drag and drop a second configurable graphic of the plurality of configurable graphics from an initial interface location to a desired interface location, the at least two categories including the initial interface location and the desired interface location (Fig. 17-18; par. 122, a user can change the state of a task by dragging and dropping tasks into the areas defined by graphical elements 1710, 1720, and/or 1730. For example, the user can select and drag task 1802 from graphical element 1710 into graphical element 1720 to cause CMS client 242 to change the state of task 1802 from “to do” to “in progress.”)
Claim 11: Guo discloses the computing system of claim 1, wherein the displaying of the configurable graphics is part of a predefined program of an enterprise to facilitate discussion, the predefined program including a purpose driven wealth experience (Fig. 18: “Go fishing with Andy” etc.)
Claim 12: Guo discloses the computing system of claim 1, wherein the displaying facilitates information gathering for future proactive outreach (Fig. 18: “Go fishing with Andy” etc.)
Claim 13: Guo discloses the computing system of claim 1, wherein the user interface is of an enterprise computing device of an enterprise (Fig. 3: My Company, Inc) and the displaying occurs while the user interface is viewable by a customer of one or more services provided by the enterprise (Abstract, User.)
Claim 16: Guo discloses the computing system of claim 14, wherein selection of a selectable control input for a first planning focused topic prompt description within one classification category prevents selection of a corresponding first planning focused topic prompt description within another classification category based on one or more selection rules applied to each of the plurality of selectable control inputs (drag-drop is done one control at a time—dragging one control prevents dragging another control at the same time; Fig. 17-18; par. 122, a user can change the state of a task by dragging and dropping tasks into the areas defined by graphical elements 1710, 1720, and/or 1730. For example, the user can select and drag task 1802 from graphical element 1710 into graphical element 1720 to cause CMS client 242 to change the state of task 1802 from “to do” to “in progress.”)
Conclusion
The prior art made of record and not relied upon is considered pertinent to applicant's disclosure: Stringham (2022/0108276) drag-drop ideas between areas.
Any inquiry concerning this communication or earlier communications from the examiner should be directed to ANDREY BELOUSOV whose telephone number is (571) 270-1695 and Andrew.belousov@uspto.gov email. The examiner can normally be reached Mon-Friday EST.
If attempts to reach the examiner by telephone are unsuccessful, the examiner’s supervisor, Adam Queler, can be reached at telephone number 571-272-4140. The fax phone number for the organization where this application or proceeding is assigned is 571-273-8300.
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/Andrey Belousov/
Primary Examiner
Art Unit 2172
2/20/26