Prosecution Insights
Prosecution Insights
Technology areas: Computing & Software • Transportation, E-Commerce & Mechanical Systems
4 pending office actions • 3 art units • 4 examiners • 0 of 4 (0%) have an AI response strategy ready • 7 patents granted in the last 365 days
Bank of Montreal has 4 pending office actions within the Computing & Software technology area. These actions are distributed across 3 distinct art units, suggesting some overlap in the technical classifications of its filings. The portfolio involves 4 distinct examiners, which means that every pending action is currently being reviewed by a different person.
HUDSON, MARLA LAVETTE is the busiest examiner with 1 pending action. Because this 1 action is the maximum handled by any individual, the pending office actions are spread as widely as possible across the examiners. This distribution requires the applicant to manage unique examiner relationships simultaneously across the 3 distinct art units.
Based on the USPTO statutory response window for each pending office action. 1 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.
Difficulty is derived from the rejection statutes on the most recent pending office action. §101-driven and multi-statute cases are graded Hard; §112-only and obviousness-type double-patenting cases are graded Easy; everything else is Medium. "Unknown" means we have not yet parsed a statute for that office action.
| Bucket | Cases |
|---|---|
| §101 only | 1 (25%) |
| §112 only | 1 (25%) |
| Double-patenting + other | 1 (25%) |
| Multi-statute (no §101) | 1 (25%) |
How the docket's pending cases split across USPTO tech-center bands.
Manual office-action response work runs about 10 hours per case. The time-saved bands below show what IP Author's prosecution pipeline typically delivers — a conservative 20% on the low end, 35% in the middle, 50% on the high end.
| Examiner | Apps on this docket | Allow rate | Interview lift |
|---|---|---|---|
| HUDSON, MARLA LAVETTE | 1 | 55.5% | +23.6% |
| ROBINSON, GRETA LEE | 1 | 80.5% | +17.0% |
| KANAAN, TONY P | 1 | 28.7% | +27.9% |
| BASOM, BLAINE T | 1 | 43.2% | +20.8% |
Cases in front of an examiner with an allow rate of 80%+ where the difficulty is Easy or Medium. The top 1 ordered by deadline are shown.
| App # | Title | Examiner | Due in |
|---|---|---|---|
| 18923496 | SYSTEMS AND METHODS FOR DATA STORAGE AND PROCESSING | ROBINSON, GRETA LEE | — |
Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 2 ordered by deadline are shown.
| App # | Title | Examiner | Due in |
|---|---|---|---|
| 19208206 | SYSTEMS AND METHODS FOR EXECUTING MODELS BASED ON METADATA | HUDSON, MARLA LAVETTE | — |
| 18819888 | SYSTEM AND PROCESS FOR ELECTRONIC CALENDAR PAYMENTS | KANAAN, TONY P | — |
Cases in front of an examiner whose interview lift is 10 percentage points or more — i.e. interviewed cases historically resolve more favorably than non-interviewed ones. The top 4 ordered by deadline are shown.
| App # | Title | Examiner | Due in |
|---|---|---|---|
| 18218993 | SYSTEMS AND METHODS FOR VALIDATING LOADING OF CONTENT ON USER INTERFACE | BASOM, BLAINE T | 49d overdue |
| 19208206 | SYSTEMS AND METHODS FOR EXECUTING MODELS BASED ON METADATA | HUDSON, MARLA LAVETTE | — |
| 18923496 | SYSTEMS AND METHODS FOR DATA STORAGE AND PROCESSING | ROBINSON, GRETA LEE | — |
| 18819888 | SYSTEM AND PROCESS FOR ELECTRONIC CALENDAR PAYMENTS | KANAAN, TONY P | — |
| Art Unit | Apps |
|---|---|
| 2163 | 1 |
| 3696 | 1 |
| 2141 | 1 |
| App # | Title | Examiner | Art Unit | Statutes | Status | Due in | AI | Filed |
|---|---|---|---|---|---|---|---|---|
| 19208206 | SYSTEMS AND METHODS FOR EXECUTING MODELS BASED ON METADATA | HUDSON, MARLA LAVETTE | — | §103§112Other | Non-Final OA | — | Pending | May 14, 2025 |
| 18923496 | SYSTEMS AND METHODS FOR DATA STORAGE AND PROCESSING | ROBINSON, GRETA LEE | 2163 | §112 | Non-Final OA | — | Pending | Oct 22, 2024 |
| 18819888 | SYSTEM AND PROCESS FOR ELECTRONIC CALENDAR PAYMENTS | KANAAN, TONY P | 3696 | §101 | Final Rejection | — | Pending | Aug 29, 2024 |
| 18218993 | SYSTEMS AND METHODS FOR VALIDATING LOADING OF CONTENT ON USER INTERFACE | BASOM, BLAINE T | 2141 | §103DP | Final Rejection | 49d overdue | Pending | Jul 06, 2023 |
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