Prosecution Insights
Last updated: April 19, 2026
Application No. 18/671,255

SYSTEMS AND METHODS FOR ELECTRONIC DATA MANAGEMENT AND VISUALIZATION

Final Rejection §101§112
Filed
May 22, 2024
Examiner
JOSEPH, TONYA S
Art Unit
3628
Tech Center
3600 — Transportation & Electronic Commerce
Assignee
Lee Labs LLC
OA Round
2 (Final)
24%
Grant Probability
At Risk
3-4
OA Rounds
4y 3m
To Grant
43%
With Interview

Examiner Intelligence

Grants only 24% of cases
24%
Career Allow Rate
138 granted / 588 resolved
-28.5% vs TC avg
Strong +20% interview lift
Without
With
+19.5%
Interview Lift
resolved cases with interview
Typical timeline
4y 3m
Avg Prosecution
45 currently pending
Career history
633
Total Applications
across all art units

Statute-Specific Performance

§101
38.0%
-2.0% vs TC avg
§103
34.0%
-6.0% vs TC avg
§102
8.7%
-31.3% vs TC avg
§112
16.7%
-23.3% vs TC avg
Black line = Tech Center average estimate • Based on career data from 588 resolved cases

Office Action

§101 §112
DETAILED ACTION 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 . Response to Arguments Applicant's arguments filed 12/04/2025 have been fully considered but they are not persuasive. 101 Applicant argues that the claims are not directed to an abstract idea. The Examiner disagrees. The claims are directed to a planning calendar which falls in the category of business relations. Applicant compares the claims to Example 37. The Examiner disagrees with this analysis. Example 37 was found to be eligible because the system used learned behavior of a user over time in order to move most used icons to a more convenient location. The claims of the instant application do not suggest the use of machine learning in order to arrange a display to result in an improved display. The claims of the instant application merely respond to user input and displays information in response to said input. This is vastly different fact pattern than that of Example 37. Applicant further argues, “Here, the claims are firmly rooted in a specific technological field, e.g., digital icon display and manipulation, which provide a specific improvement to a GUI by introducing a dynamic, rule-based, vertically layered event architecture that reduces visual occlusion between competing events, reorganizes overlapping entries along a digital z-axis, automatically adapts the display based on user attendance toggles, and propagates availability states to shared calendars.” The Examiner disagrees. While Applicant’s claimed invention may be rooted in computer technology, the claims do not provide a technological solution. Applicant’s claims use a person to enact the supposed improvement. Without the intervention by a user, the system will not classify the particular event. This again, is very different than that of Example 37. When the claims are viewed as whole, the amounts to no more than mere instructions to apply the exception using a generic computer component; mere data gathering/post solution activity; generally linking the use of the judicial exception to a particular technological environment or field of use. With respect to Prong 2B, the claims do not recite significantly more than the abstract idea (see MPEP 2106.04). Accordingly, Applicant’s arguments are not persuasive and the rejections are maintained. 103 The claims are not rejected by the prior art of record. Claim Rejections - 35 USC § 112 The following is a quotation of the first paragraph of 35 U.S.C. 112(a): (a) IN GENERAL.—The specification shall contain a written description of the invention, and of the manner and process of making and using it, in such full, clear, concise, and exact terms as to enable any person skilled in the art to which it pertains, or with which it is most nearly connected, to make and use the same, and shall set forth the best mode contemplated by the inventor or joint inventor of carrying out the invention. The following is a quotation of the first paragraph of pre-AIA 35 U.S.C. 112: The specification shall contain a written description of the invention, and of the manner and process of making and using it, in such full, clear, concise, and exact terms as to enable any person skilled in the art to which it pertains, or with which it is most nearly connected, to make and use the same, and shall set forth the best mode contemplated by the inventor of carrying out his invention. Claims 1-20 are rejected under 35 U.S.C. 112(a) or 35 U.S.C. 112 (pre-AIA ), first paragraph, as failing to comply with the written description requirement. The claim(s) contains subject matter which was not described in the specification in such a way as to reasonably convey to one skilled in the relevant art that the inventor or a joint inventor, or for applications subject to pre-AIA 35 U.S.C. 112, the inventor(s), at the time the application was filed, had possession of the claimed invention. While Applicant’s specification mentions a Z-axis, and does not elaborate on what this is, the amended claims describe a Z-formation. There is no support for this term, nor is there any description in the original specification as filed. Appropriate Correction is required. Claim Rejections - 35 USC § 101 35 U.S.C. 101 reads as follows: Whoever invents or discovers any new and useful process, machine, manufacture, or composition of matter, or any new and useful improvement thereof, may obtain a patent therefor, subject to the conditions and requirements of this title. Claims 1-20 are rejected under 35 U.S.C. 101 because the claimed invention is directed to non-statutory subject matter because the claimed invention is directed to a judicial exception (i.e., a law of nature, a natural phenomenon, or an abstract idea) without significantly more. MPEP 2106 Step 2A-Prong 1 The claims recite: detecting, an event associated with an electronic data organizer of a user; presenting, a control menu associated with the event, the control menu; receiving, from the user, input directed to the event attendance toggle; assigning, and based on the received input, the event to a first layer or a second layer of the electronic data organizer, wherein events in the first layer are positioned in front of, and vertically offset in the Z-formation, events in the second layer; designating, and based on the received input, an availability state of the user for a duration of the event, wherein the availability state corresponds to an available state or an unavailable state; automatically updating, to display the event in the first layer or the second layer based on the received input; and broadcasting, the availability state of the user to at least one other user of the data organizer application. The claims falls into the abstract idea groupings of (b) Certain Methods Of Organizing Human Activity ** fundamental economic principles or practices (including hedging, insurance, mitigating risk) commercial or legal interactions (including agreements in the form of contracts; legal obligations; advertising, marketing or sales activities or behaviors; business relations) managing personal behavior or relationships or interactions between people (including social activities, teaching, and following rules or instructions)** The limitations under their broadest reasonable interpretation, covers performance of business relations, but for the recitation of generic computer components. That is, other than recited, “data organization application, processor and presenting a control menu comprising event attendance toggle; automatically updating a rendering of an electronic data organizer”, nothing in the claim element precludes the step from practically being certain methods of organizing human activity. Accordingly, the claims recite an abstract idea. MPEP 2106 Step 2A-Prong 2 The recited limitations are not indicative of integration into a practical application. In particular, the claims only recite the following additional elements, “data organization application, processor and presenting a control menu comprising event attendance toggle; automatically updating a rendering of an electronic data organizer”. These additional elements are recited at a high-level of generality such that in conjunction with the abstract limitations, they amount to no more than: Adding the words “apply it” (or an equivalent) with the judicial exception, or mere instructions to implement an abstract idea on a computer, or merely uses a computer as a tool to perform an abstract idea - see MPEP 2106.05(f); - (processor, memory, non-transitory computer-readable medium) iv. Generally linking the use of the judicial exception to a particular technological environment or field of use, -(data organization application) mere data gathering/post solution activity in conjunction with a law of nature or abstract idea such as a step of obtaining information about credit card transactions so that the information can be analyzed by an abstract mental process, (presenting a control menu comprising event attendance toggle; automatically updating a rendering of an electronic data organizer) The claims do not include additional elements individually or in an ordered combination that are sufficient to amount to significantly more than the judicial exception. Integration into a practical application requires the additional element(s) to apply, rely on, or use the judicial exception in a manner that imposes a meaningful limit on the judicial exception, such that the claim is more than a drafting effort designed to monopolize the exception. This is not the case in the instant application. Further, as discussed above with respect to integration of the abstract idea into a practical application, the additional elements amount to no more than: mere instructions to apply the exception using a generic computer component; mere data gathering/post solution activity; generally linking the use of the judicial exception to a particular technological environment or field of use. MPEP 2106 Step 2B Eligibility requires that the claim recites additional elements that amount to an inventive concept (aka “significantly more”) than the recited judicial exception. As discussed above, this is where the instant application falls short. The claims do not include additional elements individually or in an ordered combination that are sufficient to amount to significantly more than the judicial exception see MPEP 2106. Dependent Claims Step 2A: The limitations of the dependent claims but for those addressed below merely set forth further refinements of the abstract idea without changing the analysis already presented (that is, they further limit the organizing of human activities at step 2A — Prong One without adding any new additional elements other than those already analyzed above with respect to the independent claims at 2A — Prong Two; moreover, while claim 6 describes a tag control bar, tags, processor; 8-9 describe a processor, electronic data organizer application, 9 describes a lens, 10- electronic data organizer application, these additional elements do not remedy the deficiencies. This analysis also applies to their analogous claims. Dependent Claims Step 2B: The dependent claims merely use the same general technological environment and instructions to implement the abstract idea as the independent claims without adding any new additional elements. Accordingly, they are not directed to significantly more than the exception itself, and are not eligible subject matter under § 101. Conclusion Applicant's amendment necessitated the new ground(s) of rejection presented in this Office action. Accordingly, THIS ACTION IS MADE FINAL. See MPEP § 706.07(a). Applicant is reminded of the extension of time policy as set forth in 37 CFR 1.136(a). A shortened statutory period for reply to this final action is set to expire THREE MONTHS from the mailing date of this action. In the event a first reply is filed within TWO MONTHS of the mailing date of this final action and the advisory action is not mailed until after the end of the THREE-MONTH shortened statutory period, then the shortened statutory period will expire on the date the advisory action is mailed, and any nonprovisional extension fee (37 CFR 1.17(a)) pursuant to 37 CFR 1.136(a) will be calculated from the mailing date of the advisory action. In no event, however, will the statutory period for reply expire later than SIX MONTHS from the mailing date of this final action. Any inquiry concerning this communication or earlier communications from the examiner should be directed to TONYA S JOSEPH whose telephone number is (571)270-1361. The examiner can normally be reached M-F 6:30-2:30, First Fridays Off. 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, Shannon Campbell can be reached at (571) 272-5587. 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. /TONYA JOSEPH/Primary Examiner, Art Unit 3628
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Prosecution Timeline

May 22, 2024
Application Filed
Sep 03, 2025
Non-Final Rejection — §101, §112
Nov 24, 2025
Applicant Interview (Telephonic)
Nov 24, 2025
Examiner Interview Summary
Dec 04, 2025
Response Filed
Mar 05, 2026
Final Rejection — §101, §112 (current)

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Study what changed to get past this examiner. Based on 5 most recent grants.

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Prosecution Projections

3-4
Expected OA Rounds
24%
Grant Probability
43%
With Interview (+19.5%)
4y 3m
Median Time to Grant
Moderate
PTA Risk
Based on 588 resolved cases by this examiner. Grant probability derived from career allow rate.

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