Prosecution Insights
Last updated: October 02, 2026

Intuit Inc.

Technology areas: Computing & Software • Communications • Transportation, E-Commerce & Mechanical Systems

68 pending office actions • 33 art units • 65 examiners • 0 of 68 (0%) have an AI response strategy ready • 212 patents granted in the last 365 days

Analysis

Intuit Inc. manages 70 pending office actions in the Computing & Software technology area. These actions are handled by 67 distinct examiners, indicating that almost every pending matter is being reviewed by a different individual. The portfolio's technical scope is spread across 34 distinct art units, reflecting a diverse range of software-related classifications.

PATEL, SHREYANS A is the busiest examiner, with 2 busiest examiner pending actions. This is a very low concentration given the 70 total pending office actions, showing that the prosecution workload is highly decentralized. The presence of 67 distinct examiners across 34 distinct art units suggests that Intuit's patent strategy must account for a wide range of examiner viewpoints and technical groups. Practitioners should be prepared for unique examiner feedback on nearly every application, as there is virtually no examiner overlap. This distribution indicates that the company's innovations are being reviewed by many different technical groups within the patent office, requiring a tailored approach for each of the 70 pending office actions.

Written from this page's own data; every figure is computed from USPTO records and verified before publication.

Portfolio Summary

68
Total Pending OAs
50
Non-Final OAs
18
Final Rejections
0
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 12 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

5
Overdue
0
Due this week
5
Due this month
1
Due in next 60 days
1
Due later

Deadline Fire Line

Every pending office action with a known statutory deadline, placed on a days-until-due axis. Dots left of Today are overdue; the further right, the more runway. Cases that share a deadline window stack vertically. 12 of the docket's apps have a known mailing date.

-30dToday30d60d90d120d
Overdue (5)Due ≤ 30 days (5)Due ≤ 60 days (1)Due later (1)

Case Difficulty Mix

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.

49
Hard (72%)
17
Medium (25%)
2
Easy (3%)
0
Unknown (0%)

Rejection Statute Mix

BucketCases
§101 only11 (16%)
§101 + other29 (43%)
§103 only17 (25%)
§112 only1 (1%)
Double-patenting only1 (1%)
Multi-statute (no §101)9 (13%)

Industry Mix

How the docket's pending cases split across USPTO tech-center bands.

0
Life Sciences
0% of docket
17
Information Tech
25% of docket
13
Communications
19% of docket
0
Semiconductors
0% of docket
10
Mechanical / Eng
15% of docket
28
Business / Other
41% of docket

Time-on-OA Estimate

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.

680 h
Manual time on pending OAs
136 h
Time saved (low, 20%)
238 h
Time saved (mid, 35%)
5.9 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
PATEL, SHREYANS A 2 88.7% +8.5%
SAX, STEVEN PAUL 2 69.0% +45.9%
COLEMAN, PAUL 2 65.4% +47.4%
CIRNU, ALEXANDRU 1 42.7% +21.3%
HOLLY, JOHN H 1 53.4% +31.0%
LAM, PHILIP HUNG FAI 1 83.9% +50.9%
PATEL, PINALBEN V 1 89.2% +9.5%
HALE, BROOKS T 1 51.1% +34.1%
CHAVEZ, RODRIGO A 1 52.5% +38.0%
SERRAGUARD, SEAN ERIN 1 69.1% +34.1%

Quick Wins (2)

Cases in front of an examiner with an allow rate of 80%+ where the difficulty is Easy or Medium. The top 2 ordered by deadline are shown.

App #TitleExaminerDue in
18987876 METHOD FOR OVERCOMING TOKEN CONSTRAINTS OF LANGUAGE MODELS APPLIED TO LARGE COMPUTATIONAL MATCHING TASKS LAM, PHILIP HUNG FAI —
18962894 VISION-LANGUAGE MODEL WITH IMPROVED ACCURACY PATEL, PINALBEN V —

Hard Cases (49)

Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 8 ordered by deadline are shown.

App #TitleExaminerDue in
18633382 VARIABLE PROCESSING WITH MACHINE LEARNING USAGE PREDICTION GEORGALAS, ANNE MARIE 35d overdue
18759744 IMPROVED COMPUTING SYSTEM FOR IDENTIFYING AND USING BENCHMARK ATTRIBUTE TYPES AMONG SIMILAR ENTITIES IN DIFFERENT DATASETS GOFMAN, ALEX N 15d overdue
18767899 END-TO-END AUTOMATED LARGE LANGUAGE MODEL EVALUATION AND DEPLOYMENT PATEL, SHREYANS A 8d overdue
18744434 SMART DISPATCHER IN A COMPOSITE ARTIFICIAL INTELLIGENCE (AI) SYSTEM SHAIKH, ZEESHAN MAHMOOD 9d
18498398 TOKEN BASED APPROACH FOR PROVIDING CERTIFIED REVIEWS ON THIRD-PARTY REVIEW SERVICES PHAN, NICHOLAS K 16d
18752964 EVALUATING CONTEXT-SPECIFIC CONTENT GENERATED BY A GENERATIVE ARTIFICIAL INTELLIGENCE MODEL GAY, SONIA L 28d
18789869 DYNAMIC AUTOMATED RECOMMENDER SYSTEM WITH TUNABLE RECOMMENDATION DISTRIBUTIONS FUELLING, MICHAEL 42d
18674736 PERSONALIZED CAMPAIGN GENERATION THROUGH DEEP CUSTOMER LEARNING BEKERMAN, MICHAEL 62d

Interview Candidates (10)

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 8 ordered by deadline are shown.

App #TitleExaminerDue in
19372179 ARTIFICIAL INTELLIGENCE-BASED METHODS AND SYSTEMS FOR GENERATING RESPONSES, RATINGS, AND FEEDBACK OF SOCIAL MEDIA MARKETING CAMPAIGNS CIRNU, ALEXANDRU —
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application HOLLY, JOHN H —
18987876 METHOD FOR OVERCOMING TOKEN CONSTRAINTS OF LANGUAGE MODELS APPLIED TO LARGE COMPUTATIONAL MATCHING TASKS LAM, PHILIP HUNG FAI —
18960567 STRUCTURED PROMPT FRAMEWORK FOR MACHINE LEARNING MODEL OUPUT GENERATION HALE, BROOKS T —
18932662 SYSTEM AND METHOD FOR PERFORMING KEYWORD-ASSISTED SEMANTIC SEARCHING CHAVEZ, RODRIGO A —
18930938 SYNTHETIC KNOWLEDGE INGESTION FOR ENHANCING LARGE LANGUAGE MODEL PERFORMANCE SERRAGUARD, SEAN ERIN —
18734855 ROBUST MULTI-HEAD REGRESSION METRICS FOR MACHINE LEARNING SAX, STEVEN PAUL —
18611543 AUTOMATED CORPUS TOOL GENERATOR FOR AGENTS SAX, STEVEN PAUL —

Top Art Units

Art UnitApps
2658 3
2657 2
2178 2
3627 2
2659 2
3624 2
3992 2
2654 2
3689 2
4100 2

Pending Office Actions

App #TitleExaminerArt UnitStatutesStatusDue inAIFiled
19372179 ARTIFICIAL INTELLIGENCE-BASED METHODS AND SYSTEMS FOR GENERATING RESPONSES, RATINGS, AND FEEDBACK OF SOCIAL MEDIA MARKETING CAMPAIGNS CIRNU, ALEXANDRU 3622 §101 Non-Final OA — Pending Oct 28, 2025
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application HOLLY, JOHN H — §101DP Non-Final OA — Pending Jul 22, 2025
18987876 METHOD FOR OVERCOMING TOKEN CONSTRAINTS OF LANGUAGE MODELS APPLIED TO LARGE COMPUTATIONAL MATCHING TASKS LAM, PHILIP HUNG FAI 2656 §103 Non-Final OA — Pending Dec 19, 2024
18962894 VISION-LANGUAGE MODEL WITH IMPROVED ACCURACY PATEL, PINALBEN V 2673 §103 Non-Final OA — Pending Nov 27, 2024
18960567 STRUCTURED PROMPT FRAMEWORK FOR MACHINE LEARNING MODEL OUPUT GENERATION HALE, BROOKS T 2166 §101 Non-Final OA — Pending Nov 26, 2024
18932662 SYSTEM AND METHOD FOR PERFORMING KEYWORD-ASSISTED SEMANTIC SEARCHING CHAVEZ, RODRIGO A 2658 §102§103 Non-Final OA — Pending Oct 31, 2024
18930938 SYNTHETIC KNOWLEDGE INGESTION FOR ENHANCING LARGE LANGUAGE MODEL PERFORMANCE SERRAGUARD, SEAN ERIN 2657 §102§103 Non-Final OA — Pending Oct 29, 2024
18930230 VOICE APPLICATION PROTECTION ANKRUM, ALEC CHRISTOPHER 2434 §101§103 Non-Final OA — Pending Oct 29, 2024
18926128 ADAPTIVE USER INTERFACE GENERATION AND PROCESS MODIFICATION AUGUSTINE, NICHOLAS 2178 §101§102§103 Non-Final OA — Pending Oct 24, 2024
18918008 FRAMEWORK FOR TRANSACTION CATEGORIZATION PERSONALIZATION MOORE, REVA R 3627 §101§103 Non-Final OA — Pending Oct 16, 2024
18916682 IMPROVED RETRIEVAL AUGMENTED GENERATION LANGUAGE MODEL SYSTEM PATEL, SHREYANS A 2659 §101§103 Non-Final OA — Pending Oct 15, 2024
18914991 VOICE ENABLED CONTENT TRACKER OBAID, FATEH M — §101 Non-Final OA — Pending Oct 14, 2024
18901804 ARTIFICIAL INTELLIGENCE DRIVEN SYSTEM FOR MANAGING DEPLOYMENT ACTIONS BASED ON SENTIMENT ANALYSIS PAN, HANG 2193 §101 Non-Final OA — Pending Sep 30, 2024
18902652 SUPERVISED TEXT RETRIEVAL NGUYEN, THU N 2154 §103 Non-Final OA — Pending Sep 30, 2024
18884841 DETECTING SENSITIVE INFORMATION IN RECORDS USING CONTEXT AND DECOYS JEUDY, JOSNEL 2438 §103Other Non-Final OA — Pending Sep 13, 2024
18821992 TRAINING OF MACHINE LEARNING ENSEMBLE TO PROCESS DIVERGENT INPUT DOMAINS MINOR, AYANNA YVETTE 3624 §103 Final Rejection — Pending Aug 30, 2024
18789869 DYNAMIC AUTOMATED RECOMMENDER SYSTEM WITH TUNABLE RECOMMENDATION DISTRIBUTIONS FUELLING, MICHAEL 3992 §101§103 Final Rejection 42d Pending Jul 31, 2024
18791185 ADAPTIVE INFORMATION RETRIEVAL UTILIZING SEMANTIC AND LEXICAL SCORING MORRISON, JAY A 2151 §101 Final Rejection — Pending Jul 31, 2024
18782876 CONTEXT-AWARE INFORMATION RETRIEVAL DAYE, CHELCIE L 2161 §103 Final Rejection — Pending Jul 24, 2024
18767899 END-TO-END AUTOMATED LARGE LANGUAGE MODEL EVALUATION AND DEPLOYMENT PATEL, SHREYANS A 2659 §101§103 Final Rejection 8d overdue Pending Jul 09, 2024
18759744 IMPROVED COMPUTING SYSTEM FOR IDENTIFYING AND USING BENCHMARK ATTRIBUTE TYPES AMONG SIMILAR ENTITIES IN DIFFERENT DATASETS GOFMAN, ALEX N 2163 §101 Final Rejection 15d overdue Pending Jun 28, 2024
18752964 EVALUATING CONTEXT-SPECIFIC CONTENT GENERATED BY A GENERATIVE ARTIFICIAL INTELLIGENCE MODEL GAY, SONIA L 2657 §102§103 Final Rejection 28d Pending Jun 25, 2024
18750763 RESPONSE SYNTHESIS VILLENA, MARK 2658 §103 Final Rejection — Pending Jun 21, 2024
18744434 SMART DISPATCHER IN A COMPOSITE ARTIFICIAL INTELLIGENCE (AI) SYSTEM SHAIKH, ZEESHAN MAHMOOD 2658 §101§103 Final Rejection 9d Pending Jun 14, 2024
18734855 ROBUST MULTI-HEAD REGRESSION METRICS FOR MACHINE LEARNING SAX, STEVEN PAUL — §101§103 Non-Final OA — Pending Jun 05, 2024
18680823 TRAINING PREDICTIVE MODELS BASED ON REWARD SIGNALS SMITH, BRIAN M — §101§102§103DP Non-Final OA — Pending May 31, 2024
18679426 MULTIPHASE PROMPT OPTIMIZATION FOR LARGE LANGUAGE MODELS MCLEAN, IAN SCOTT 2654 §103 Final Rejection — Pending May 30, 2024
18676883 MALICIOUS PROMPT DETECTION FOR LARGE LANGUAGE MODELS DILUZIO, NICHOLAS JOSEPH 2498 §103§112 Final Rejection — Pending May 29, 2024
18674736 PERSONALIZED CAMPAIGN GENERATION THROUGH DEEP CUSTOMER LEARNING BEKERMAN, MICHAEL 3621 §101 Non-Final OA 62d Pending May 24, 2024
18671148 MACHINE LEARNING BASED APPROACH FOR TARGETED ITEM RECOMMENDATIONS BASED ON LATENT RELATIONSHIPS AMONG USER FEATURES AND ITEMS OF DIFFERENT TYPES HASTY, NICHOLAS — §103§112 Non-Final OA — Pending May 22, 2024
18661925 AUTOMATED GENERATION OF A DATASET OF QUESTION-ANSWER PAIRS FOR DOMAIN-SPECIFIC HALLUCINATION TESTING OF GENERATIVE LANGUAGE PROCESSING MACHINE LEARNING MODELS MAUNI, HUMAIRA ZAHIN — §101§103 Non-Final OA — Pending May 13, 2024
18657190 AUTOMATIC LABEL GENERATION WITH CONFIDENCE SCORES FOR TRAINING A MACHINE LEARNING MODEL TO PERFORM LINE ITEM EXTRACTION VIRREIRA, ROLANDO PATRICK — §103§112 Non-Final OA — Pending May 07, 2024
18650651 BENCHMARK CREATOR - AN ARTIFICIAL INTELLIGENCE-BASED APPROACH TO EVALUATING THE KNOWLEDGE OF A LANGUAGE MODEL FOR A DATASET ANDERSON, SCOTT C — §101§103§112 Non-Final OA — Pending Apr 30, 2024
18651460 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY RECOMMENDING CONTEXT-SPECIFIC NAVIGATION OPTIONS WITHIN A USER INTERFACE NILSSON, ERIC — §102§103 Non-Final OA — Pending Apr 30, 2024
18651668 SYSTEMS AND METHODS FOR PERSONALIZED SUMMARIZATION TECHNIQUES USING RETRIEVAL AUGMENTED GENERATION MANOHARAN, SHASHIDHAR SHANKAR 2655 §101§103 Final Rejection — Pending Apr 30, 2024
18649027 COUNTERFACTUALS GENERATION USING PROBABILITY DISTANCE KHAN, USMAN A — §101§102 Non-Final OA — Pending Apr 29, 2024
18633387 DECODING INVERTIBLE EMBEDDINGS FOR INSTRUCTION PROMPT OPTIMIZATION IN BLACKBOX LARGE LANGUAGE MODELS ABOUD, ABDULLAH KHALED — §101§103§112 Non-Final OA — Pending Apr 11, 2024
18633382 VARIABLE PROCESSING WITH MACHINE LEARNING USAGE PREDICTION GEORGALAS, ANNE MARIE 3689 §101§102§103§112 Final Rejection 35d overdue Pending Apr 11, 2024
18627230 MAPPING DISPARATE LANGUAGE-BASED DATASETS USING A LANGUAGE MODEL LE, HUNG VAN — §101§103 Non-Final OA — Pending Apr 04, 2024
18621368 GENERATIVE ARTIFICIAL INTELLIGENCE BASED STATEFUL ADVICE SYSTEM MAC, GARY — §101§103 Non-Final OA — Pending Mar 29, 2024
18622276 DECLARATIVE QUERY SCHEMA-BASED APPLICATION PROGRAMMING INTERFACE NGO, THANH — §103 Non-Final OA — Pending Mar 29, 2024
18622484 AUTOMATION TOOL FOR MANAGING RESOURCES ACROSS COMPUTING ENVIRONMENTS WOOD, WILLIAM H 3992 §103§112 Final Rejection — Pending Mar 29, 2024
18612138 AUTOMATED OPTIMIZATION OF EXTRACTION-BASED CATEGORIZATION PROCESSES NAULT, VICTOR ADELARD — §101§103 Non-Final OA — Pending Mar 21, 2024
18611543 AUTOMATED CORPUS TOOL GENERATOR FOR AGENTS SAX, STEVEN PAUL — §102§103§112 Non-Final OA — Pending Mar 20, 2024
18592461 QUERY EXECUTION METHOD FOR ELECTRONIC FORM COMPLETION HUYNH, LINDA TANG 2172 §103 Final Rejection 21d Pending Feb 29, 2024
18592377 ASSISTIVE GENERATIVE AI-BASED RESPONSES VINCENT, DAVID ROBERT — §101 Non-Final OA — Pending Feb 29, 2024
18426226 PRE-FILTERING FOR AN ARTIFICIAL INTELLEGENCE PIPELINE LI, LIANG Y — §101§103 Non-Final OA — Pending Jan 29, 2024
18424572 SLANG USAGE DETECTION AND MITIGATION FOR LARGE LANGUAGE MODELS TENGBUMROONG, NATHAN NARA 2654 §103 Final Rejection 49d overdue Pending Jan 26, 2024
18423128 COMPLETENESS GRAPH GENERATOR ALI, NAYMUR RAHMAN — §101§103 Non-Final OA — Pending Jan 25, 2024
18421688 SINGULARLY ADAPTIVE DIGITAL CONTENT GENERATION HUANG, YAO D — §101§102§103§112 Non-Final OA — Pending Jan 24, 2024
18413589 USING A RECURRENT NEURAL NETWORK AND A CLASSIFICATION MACHINE LEARNING MODEL TO PREDICT ACTIONS IN SOFTWARE APPLICATIONS HAN, BYUNGKWON — §101§103 Non-Final OA — Pending Jan 16, 2024
18414451 DETECTION AND REMEDIATION OF INSTABILITIES IN LARGE LANGUAGE MODELS COLEMAN, PAUL — §112 Non-Final OA — Pending Jan 16, 2024
18391919 DECISION MODEL COMPRESSION FOR EFFICIENT PROCESSING AND STORAGE OF MULTI-CONDITION WORKFLOWS CHEIN, ALLEN C 3627 §101 Final Rejection — Pending Dec 21, 2023
18390359 RE-TRAINING A MACHINE LEARNING MODEL IN REAL-TIME USING A FAST ALGORITHM RYLANDER, BART I — §101§103 Non-Final OA — Pending Dec 20, 2023
18543798 DATA SOURCE MAPPER FOR ENHANCED DATA RETRIEVAL CHEUNG, HUBERT G 2152 §103 Non-Final OA 20d Pending Dec 18, 2023
18525728 SYSTEM FOR CONVERTING PROPENSITY MODEL OUTPUT INTO INSIGHT ENHANCED CONTEXTUAL REASONS FOR THE OUTPUT SCHALLHORN, TYLER J — §103 Non-Final OA — Pending Nov 30, 2023
18525333 API SECURITY SENSITIVE FIELDS ZARRINEH, SHAHRIAR 2496 §103 Non-Final OA — Pending Nov 30, 2023
18520693 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY PREDICTING A CLASSIFICATION FOR TRANSACTIONS BASED ON INDUSTRY NAME EMBEDDINGS OJIAKU, CHIKAODINAKA 3696 §101 Non-Final OA — Pending Nov 28, 2023
18498398 TOKEN BASED APPROACH FOR PROVIDING CERTIFIED REVIEWS ON THIRD-PARTY REVIEW SERVICES PHAN, NICHOLAS K 3699 §101§103 Non-Final OA 16d Pending Oct 31, 2023
18497884 AUTOMIZED GENERATION OF INSIGHTFUL AND CONFIDENT DATA INSIGHTS ANNIS, PETER THOMAS 4100 §101§102§103 Non-Final OA — Pending Oct 30, 2023
18496496 DOMAIN-SPECIFIC PROMPT PROCESSING AND ANSWERING VIA LARGE LANGUAGE MODELS AND ARTIFICIAL INTELLIGENCE PLANNERS COLEMAN, PAUL 4100 §103 Non-Final OA — Pending Oct 27, 2023
18495172 WORKFLOW ASSISTANT WITH GENERATIVE ARTIFICIAL INTELLIGENCE PENG, STEVEN 2125 §101§102§103 Non-Final OA — Pending Oct 26, 2023
18383799 MULTI-MODAL MACHINE LEARNING MODEL FOR DIGITAL DOCUMENT PROCESSING BARNES JR, CARL E 2178 §103 Non-Final OA 45d overdue Pending Oct 25, 2023
18493676 SYSTEM AND METHOD FOR SPATIAL ENCODING AND FEATURE GENERATORS FOR ENHANCING INFORMATION EXTRACTION GAUTHIER, GERALD 2692 DP Final Rejection — Pending Oct 24, 2023
18480308 DYNAMICALLY TARGETED NETWORK INVITATIONS WEBB III, JAMES L 3624 §101 Non-Final OA — Pending Oct 03, 2023
18372660 EXPERT FEEDBACK LOOP FOR RESOLVING AMBIGUITY ROY, SANCHITA 2146 §101§102§103§112 Non-Final OA — Pending Sep 25, 2023
18450931 SYSTEMS AND METHODS FOR GENERATING RECOMMENDATIONS USING CONTEXTUAL BANDIT MODELS WITH NON-LINEAR ORACLES KRINGEN, MICHELLE THERESE 3689 §101§102§103 Non-Final OA — Pending Aug 16, 2023
18067461 Visual Question Answering for Discrete Document Field Extraction LEY, SALLY THI 2147 §103 Non-Final OA — Pending Dec 16, 2022

Managing Intuit Inc.'s Patent Portfolio?

IP Author helps IP teams respond to office actions faster with AI-generated responses, examiner analytics, and prosecution intelligence.

Start Free Trial

Sign in with your work email

Enter your email to receive a magic link. No password needed.

Personal email addresses (Gmail, Yahoo, etc.) are not accepted.

Free tier: 3 strategy analyses per month