Prosecution Insights
Last updated: April 19, 2026
Application No. 18/756,565

System and method for documenting and controlling meetings employing bot

Non-Final OA §103
Filed
Jun 27, 2024
Examiner
RUBIN, BLAKE J
Art Unit
2457
Tech Center
2400 — Computer Networks
Assignee
Advisor360 LLC
OA Round
3 (Non-Final)
76%
Grant Probability
Favorable
3-4
OA Rounds
3y 0m
To Grant
73%
With Interview

Examiner Intelligence

Grants 76% — above average
76%
Career Allow Rate
449 granted / 593 resolved
+17.7% vs TC avg
Minimal -2% lift
Without
With
+-2.5%
Interview Lift
resolved cases with interview
Typical timeline
3y 0m
Avg Prosecution
22 currently pending
Career history
615
Total Applications
across all art units

Statute-Specific Performance

§101
6.8%
-33.2% vs TC avg
§103
44.1%
+4.1% vs TC avg
§102
36.1%
-3.9% vs TC avg
§112
1.8%
-38.2% vs TC avg
Black line = Tech Center average estimate • Based on career data from 593 resolved cases

Office Action

§103
DETAILED ACTION This action is in response to communication on January 14th, 2026. Claims 1-19 are currently pending. Claims 1, 9, and 19 are currently amended. The present application is a continuation of U.S. Patent Application no. 18/201,718, filed on May 24th, 203, which claims priority to provisional application no. 63/345,580, filed on May 25th, 2022. 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 § 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 1-19 are rejected under 35 U.S.C. 103 as being unpatentable over B M S et al (U.S. Application Publication no. 2021/0390144, hereinafter BMS) in view of Younes et al (U.S. Patent no. 11,676,623, hereinafter Younes). With respect to claim 1, BMS discloses a system for recording and documenting meetings (paragraph [0088], lines 1-5), the system comprising: A bot persona streamer module configured to: Stream a bot into an on-line meeting (paragraph [0020], lines 1-10; paragraph [0051]), wherein the bot persona streamer modules provides at least an image representative of the bot within the on-line meeting (paragraph [0084], lines 6-21, the AI-bot 240 may be represented by a still image, moving image, or avatar in the video conference display area 308); app server providing a control panel for the bot rendered on a user device (paragraph [0030], conferencing server), the control panel configured to record the on-line meeting (paragraph [0088], lines 1-5). But BMS does not disclose receiving an invitation to an on-line meeting while the on-line is active. However, Younes discloses receiving an invitation to an on-line meeting while the on-line is active (column 6, lines 35-39, request for the virtual assistant to join the meeting); and stream a bot into the active on-line meeting based on the invitation (column 6, lines 9-15). It would have been obvious before the effective filing date of the claimed invention to a person having ordinary skill in the art to combine the AI-based in-meeting instant query assistant for conference meetings of BMS with the method for automatic joining as a virtual meeting participant for transcription of Younes. The motivation to combine being to improve the automation of joining a virtual meeting by a virtual participant. The automation of joining the meeting being improved by launching the virtual assistant in response to receiving a user request after a meeting has begun (Younes: column 6, lines 19-54). With respect to claim 2, the combination of BMS and Younes discloses the system as claimed in claim 1, BMS further discloses wherein if a new user clicks on a link to access the control panel, the app server enables creation of a new account in the system (paragraph [0030], participants join the conference meeting). With respect to claim 3, the combination of BMS and Younes discloses the system as claimed in claim 2, BMS further discloses wherein the new user is provided with a page for the online meeting with the control panel (paragraph [0030], participants join the conference meeting). With respect to claim 4, the combination of BMS and Younes discloses the system as claimed in claim 3, BMS further discloses wherein the new user gets access to a meeting page and any related recordings and is designated as a meeting participant (paragraph [0030], participants join the conference meeting). With respect to claim 5, the combination of BMS and Younes discloses the system of claim 1, BMS further discloses providing meeting chat messages from the bot to other participants in the meeting (paragraph [0030]). With respect to claim 6, the combination of BMS and Younes discloses the system of claim 1, BMS further discloses wherein the bot persona streamer module provides bot video streams or images that represent the bot that change based on status of a meeting documentation system (paragraph [0088], lines 17-47, shows that the AI-bot 240 presented a response to the first chat). With respect to claim 7, the combination of BMS and Younes discloses the system of claim 6, BMS further discloses wherein the bot video streams or images change to indicate whether the meeting documentation system is recording the meetings or recordings are paused (paragraph [0088], lines 1-17, until an end). With respect to claim 8, the combination of BMS and Younes discloses the system of claim 1, BMS further discloses wherein the bot persona streamer module changing bot video streams or images that change based on numbers of participants in the meetings (paragraph [0059]). With respect to claim 9, BMS discloses a method for recording and documenting meetings (paragraph [0088], lines 1-5), the method comprising: Streaming a bot into an on-line meetings (paragraph [0020], lines 1-10; paragraph [0051]); displaying at least an image representative of the bot within the on-line meeting based on an invitation (paragraph [0084], lines 6-21, the AI-bot 240 may be represented by a still image, moving image, or avatar in the video conference display area 308); and providing a control panel for the bot (paragraph [0030], conferencing server) for controlling recording and documenting the meeting (paragraph [0088], lines 1-5). But BMS does not disclose receiving an invitation to an on-line meeting while the on-line is active. However, Younes discloses receiving an invitation to an on-line meeting while the on-line is active (column 6, lines 35-39, request for the virtual assistant to join the meeting); and streaming a bot into the active on-line meeting based on the invitation (column 6, lines 9-15). It would have been obvious before the effective filing date of the claimed invention to a person having ordinary skill in the art to combine the AI-based in-meeting instant query assistant for conference meetings of BMS with the method for automatic joining as a virtual meeting participant for transcription of Younes. The motivation to combine being to improve the automation of joining a virtual meeting by a virtual participant. The automation of joining the meeting being improved by launching the virtual assistant in response to receiving a user request after a meeting has begun (Younes: column 6, lines 19-54). With respect to claim 10, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses wherein new users are provided with a link to access a control panel for the bot (paragraph [0025]). With respect to claim 11, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses wherein new users are provided with a link to access a control panel for the bot (paragraph [0025]). With respect to claim 12, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses wherein new users create new accounts and are dropped into the ongoing meeting page with the control panel (paragraph [0025]). With respect to claim 13, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses wherein the new user gets a copy of a meeting page and any related recordings and are designated as meeting participants (paragraph [0025]). With respect to claim 14, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses providing meeting chat messages from the bot to other participants in the meeting (paragraph [0030]). With respect to claim 15, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses providing bot video streams or images that represent the bot that change based on status of the meeting documentation system (paragraph [0088], lines 17-47, shows that the AI-bot 240 presented a response to the first chat). With respect to claim 16, the combination of BMS and Younes discloses the method of claim 15, BMS further discloses wherein the bot video streams or images change to indicate whether the meeting documentation system is recording the meetings or recordings are paused (paragraph [0088], lines 1-17, until an end). With respect to claim 17, the combination of BMS and Younes discloses the method of claim 9, BMS further discloses providing bot video streams or images that change based on numbers of participants in the meetings (paragraph [0059]). With respect to claim 18, the combination of BMS and Younes discloses the method of claim 1, BMS further discloses providing bot video streams or images that include machine readable symbols that provide links to pages for documenting the meetings (paragraph [0089]). With respect to claim 19, BMS discloses a method for documenting meetings (paragraph [0088], lines 1-5), the method comprising: straming a bot of a meeting documentation system into an on-line meeting based on an invitation (paragraph [0020], lines 1-10; paragraph [0051]); displaying at least an image representative of the bot within the on-line meeting (paragraph [0084], lines 6-21, the AI-bot 240 may be represented by a still image, moving image, or avatar in the video conference display area 308) providing a documentation system configured to record and/or provide access to time indexed content from the meeting attended by the bot (paragraph [0088]); and providing a control panel (paragraph [0030], conferencing server) to control operation of the bot (paragraph [0088], lines 1-5). But BMS does not disclose receiving an invitation to an on-line meeting while the on-line is active. However, Younes discloses receiving an invitation to an on-line meeting while the on-line is active (column 6, lines 35-39, request for the virtual assistant to join the meeting); and streaming a bot into the active on-line meeting based on the invitation (column 6, lines 9-15). It would have been obvious before the effective filing date of the claimed invention to a person having ordinary skill in the art to combine the AI-based in-meeting instant query assistant for conference meetings of BMS with the method for automatic joining as a virtual meeting participant for transcription of Younes. The motivation to combine being to improve the automation of joining a virtual meeting by a virtual participant. The automation of joining the meeting being improved by launching the virtual assistant in response to receiving a user request after a meeting has begun (Younes: column 6, lines 19-54). Response to Arguments Applicant’s arguments with respect to claims 1-19 have been considered but are moot because the new ground of rejection does not rely on any reference applied in the prior rejection of record for any teaching or matter specifically challenged in the argument. Conclusion The prior art made of record and not relied upon is considered pertinent to applicant's disclosure. Kasaba Patent no. 11,582,424 Jaber Pat. Pub. 2020/0372140 McQuiston Pat. Pub. 2020/0258525 Casey Pat. Pub. 2021/0037064 Any inquiry concerning this communication or earlier communications from the examiner should be directed to BLAKE J RUBIN whose telephone number is (571)270-3802. The examiner can normally be reached on Monday - Friday, 9am - 5pm. If attempts to reach the examiner by telephone are unsuccessful, the examiner’s supervisor, Ario Etienne can be reached on 571-272-4001. The fax phone number for the organization where this application or proceeding is assigned is 571-273-8300. Information regarding the status of an application may be obtained from the Patent Application Information Retrieval (PAIR) system. Status information for published applications may be obtained from either Private PAIR or Public PAIR. Status information for unpublished applications is available through Private PAIR only. For more information about the PAIR system, see http://pair-direct.uspto.gov. Should you have questions on access to the Private PAIR system, contact the Electronic Business Center (EBC) at 866-217-9197 (toll-free). If you would like assistance from a USPTO Customer Service Representative or access to the automated information system, call 800-786-9199 (IN USA OR CANADA) or 571-272-1000. 2/24/26 /BLAKE J RUBIN/Primary Examiner, Art Unit 2457
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Prosecution Timeline

Jun 27, 2024
Application Filed
Mar 15, 2025
Non-Final Rejection — §103
Jun 20, 2025
Response Filed
Sep 10, 2025
Final Rejection — §103
Dec 15, 2025
Response after Non-Final Action
Jan 14, 2026
Request for Continued Examination
Jan 24, 2026
Response after Non-Final Action
Feb 24, 2026
Non-Final Rejection — §103 (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
76%
Grant Probability
73%
With Interview (-2.5%)
3y 0m
Median Time to Grant
High
PTA Risk
Based on 593 resolved cases by this examiner. Grant probability derived from career allow rate.

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