Prosecution Insights
Last updated: August 15, 2026

Kpmg LLP

9 pending office actions • 6 art units • 9 examiners • 0 of 9 (0%) have an AI response strategy ready • 14 patents granted in the last 365 days

Portfolio Summary

9
Total Pending OAs
5
Non-Final OAs
3
Final Rejections
1
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 4 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

3
Overdue
0
Due this week
0
Due this month
0
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. 4 of the docket's apps have a known mailing date.

-30dToday30d60d90d120d
Overdue (3)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.

8
Hard (89%)
1
Medium (11%)
0
Easy (0%)
0
Unknown (0%)

Rejection Statute Mix

BucketCases
§101 only4 (44%)
§101 + other3 (33%)
§103 only1 (11%)
Multi-statute (no §101)1 (11%)

Industry Mix

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

0
Life Sciences
0% of docket
2
Information Tech
22% of docket
0
Communications
0% of docket
0
Semiconductors
0% of docket
6
Mechanical / Eng
67% of docket
1
Business / Other
11% 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.

90 h
Manual time on pending OAs
18 h
Time saved (low, 20%)
31 h
Time saved (mid, 35%)
0.8 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
BAINS, SARJIT S 1 17.4% +28.0%
SAMWEL, DANIEL 1 74.3% +24.9%
EL-HAGE HASSAN, ABDALLAH A 1 41.4% +39.3%
TIEDEMAN, JASON S 1 28.7% +35.1%
WEHOVZ, OSCAR 1 64.2% +29.1%
TSAI, JAMES T 1 62.5% +56.9%
KANAAN, TONY P 1 29.3% +28.6%
SMITH, SLADE E 1 30.2% +34.6%
FU, HAO 1 50.1% +25.1%

Hard Cases (8)

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
17450292 TOKENIZED ENERGY SETTLEMENTS APPLICATION SMITH, SLADE E 42d overdue
17229562 SYSTEM AND METHOD FOR INTELLIGENT REVIEW, PROCESSING AND REPORTING OF FINANCIAL DATA FU, HAO 4d overdue
17849412 SYSTEM AND METHOD FOR COLLECTING AND STORING ENVIRONMENTAL DATA IN A DIGITAL TRUST MODEL AND FOR DETERMINING EMISSIONS DATA THEREFROM KANAAN, TONY P 78d
18901299 SYSTEM AND METHOD FOR IMPLEMENTING AN OPPORTUNITY VALUE TOOL BAINS, SARJIT S
18800789 SYSTEM AND METHOD FOR IMPLEMENTING AUTOMATED PROCESS AND APPLICATION TRANSFORMATION SAMWEL, DANIEL
18588541 SYSTEM AND METHOD FOR IMPLEMENTING A DATA ANALYSIS SUBSTANTIVE PROCEDURE FOR REVENUE TRANSACTIONS EL-HAGE HASSAN, ABDALLAH A
18511699 SYSTEM AND METHOD FOR DETERMINING PATIENT ACCESS IN A HEALTHCARE FACILITY TIEDEMAN, JASON S
18384118 SYSTEM AND METHOD FOR DIGITIZING AND MINING HANDWRITTEN NOTES TO ENABLE REAL-TIME COLLABORATION WEHOVZ, OSCAR

Interview Candidates (9)

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
17450292 TOKENIZED ENERGY SETTLEMENTS APPLICATION SMITH, SLADE E 42d overdue
18116176 UNIVERSAL ASSESSMENT SYSTEM TSAI, JAMES T 32d overdue
17229562 SYSTEM AND METHOD FOR INTELLIGENT REVIEW, PROCESSING AND REPORTING OF FINANCIAL DATA FU, HAO 4d overdue
17849412 SYSTEM AND METHOD FOR COLLECTING AND STORING ENVIRONMENTAL DATA IN A DIGITAL TRUST MODEL AND FOR DETERMINING EMISSIONS DATA THEREFROM KANAAN, TONY P 78d
18901299 SYSTEM AND METHOD FOR IMPLEMENTING AN OPPORTUNITY VALUE TOOL BAINS, SARJIT S
18800789 SYSTEM AND METHOD FOR IMPLEMENTING AUTOMATED PROCESS AND APPLICATION TRANSFORMATION SAMWEL, DANIEL
18588541 SYSTEM AND METHOD FOR IMPLEMENTING A DATA ANALYSIS SUBSTANTIVE PROCEDURE FOR REVENUE TRANSACTIONS EL-HAGE HASSAN, ABDALLAH A
18511699 SYSTEM AND METHOD FOR DETERMINING PATIENT ACCESS IN A HEALTHCARE FACILITY TIEDEMAN, JASON S

Top Art Units

Art UnitApps
3623 2
3696 2
3683 1
2171 1
2147 1
3695 1

Pending Office Actions

App #TitleExaminerArt UnitStatutesStatusDue inAIFiled
18901299 SYSTEM AND METHOD FOR IMPLEMENTING AN OPPORTUNITY VALUE TOOL BAINS, SARJIT S 3623 §101§103 Non-Final OA Pending Sep 30, 2024
18800789 SYSTEM AND METHOD FOR IMPLEMENTING AUTOMATED PROCESS AND APPLICATION TRANSFORMATION SAMWEL, DANIEL §102§112 Non-Final OA Pending Aug 12, 2024
18588541 SYSTEM AND METHOD FOR IMPLEMENTING A DATA ANALYSIS SUBSTANTIVE PROCEDURE FOR REVENUE TRANSACTIONS EL-HAGE HASSAN, ABDALLAH A 3623 §101 Non-Final OA Pending Feb 27, 2024
18511699 SYSTEM AND METHOD FOR DETERMINING PATIENT ACCESS IN A HEALTHCARE FACILITY TIEDEMAN, JASON S 3683 §101 Non-Final OA Pending Nov 16, 2023
18384118 SYSTEM AND METHOD FOR DIGITIZING AND MINING HANDWRITTEN NOTES TO ENABLE REAL-TIME COLLABORATION WEHOVZ, OSCAR 2171 §101§103§112 Non-Final OA Pending Oct 26, 2023
18116176 UNIVERSAL ASSESSMENT SYSTEM TSAI, JAMES T 2147 §103 Final Rejection 32d overdue Pending Mar 01, 2023
17849412 SYSTEM AND METHOD FOR COLLECTING AND STORING ENVIRONMENTAL DATA IN A DIGITAL TRUST MODEL AND FOR DETERMINING EMISSIONS DATA THEREFROM KANAAN, TONY P 3696 §101 Final Rejection 78d Pending Jun 24, 2022
17450292 TOKENIZED ENERGY SETTLEMENTS APPLICATION SMITH, SLADE E 3696 §101 Non-Final OA 42d overdue Pending Oct 08, 2021
17229562 SYSTEM AND METHOD FOR INTELLIGENT REVIEW, PROCESSING AND REPORTING OF FINANCIAL DATA FU, HAO 3695 §101§103Other Final Rejection 4d overdue Pending Apr 13, 2021

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