Prosecution Insights
Last updated: May 29, 2026

Kpmg LLP

9 pending office actions • 8 art units • 9 examiners • 0 of 9 (0%) have an AI response strategy ready • 15 patents granted in the last 365 days

Portfolio Summary

9
Total Pending OAs
4
Non-Final OAs
4
Final Rejections
1
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 8 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

4
Overdue
0
Due this week
1
Due this month
2
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. 8 of the docket's apps have a known mailing date.

-30dToday30d60d90d120d
Overdue (4)Due ≤ 30 days (1)Due ≤ 60 days (2)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.

4
Hard (44%)
3
Medium (33%)
1
Easy (11%)
1
Unknown (11%)

Rejection Statute Mix

BucketCases
§101 only4 (44%)
§103 only3 (33%)
§112 only1 (11%)
No statute on record1 (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
7
Mechanical / Eng
78% of docket
0
Business / Other
0% 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
LEY, SALLY THI 1 19.4% +33.3%
CAMPEN, KELLY SCAGGS 1 50.7% +31.9%
DOAN, TRANG T 1 83.0% +17.5%
BOYCE, ANDRE D 1 36.0% +19.2%
GUNN, JEREMY L 1 29.2% +45.1%
PRESTON, JOHN O 1 28.4% +7.8%
KANAAN, TONY P 1 29.3% +28.9%
SMITH, SLADE E 1 30.1% +37.1%
FU, HAO 1 50.1% +25.0%

Quick Wins (1)

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 #TitleExaminerDue in
18901948 RISK MANAGED DATA SYSTEM AND ASSOCIATED METHOD DOAN, TRANG T 42d overdue

Hard Cases (7)

Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 7 ordered by deadline are shown.

App #TitleExaminerDue in
17450292 TOKENIZED ENERGY SETTLEMENTS APPLICATION SMITH, SLADE E 42d overdue
18812530 SYSTEM AND METHOD FOR IMPLEMENTING A RESEARCH AND DEVELOPMENT TAX CREDIT RISK TRACKER TOOL BOYCE, ANDRE D 32d overdue
17895825 SYSTEM AND METHOD FOR IMPLEMENTING A RESEARCH AND DEVELOPMENT TAX CREDIT TOOL PRESTON, JOHN O 22d
18985329 SYSTEM AND METHOD FOR IMPLEMENTING A GLOBAL WITHHOLDING TAX ENGINE CAMPEN, KELLY SCAGGS 46d
18736202 SYSTEM AND METHOD FOR ASSESSING AND PLANNING A PROJECT GUNN, JEREMY L 55d
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
19349743 SYSTEM AND METHOD FOR EVALUATING ARTIFICIAL INTELLIGENCE AGENTS DEPLOYED IN AN ENTERPRISE COMPUTING ENVIRONMENT LEY, SALLY THI

Interview Candidates (8)

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
18901948 RISK MANAGED DATA SYSTEM AND ASSOCIATED METHOD DOAN, TRANG T 42d overdue
17450292 TOKENIZED ENERGY SETTLEMENTS APPLICATION SMITH, SLADE E 42d overdue
18812530 SYSTEM AND METHOD FOR IMPLEMENTING A RESEARCH AND DEVELOPMENT TAX CREDIT RISK TRACKER TOOL BOYCE, ANDRE D 32d overdue
17229562 SYSTEM AND METHOD FOR INTELLIGENT REVIEW, PROCESSING AND REPORTING OF FINANCIAL DATA FU, HAO 4d overdue
18985329 SYSTEM AND METHOD FOR IMPLEMENTING A GLOBAL WITHHOLDING TAX ENGINE CAMPEN, KELLY SCAGGS 46d
18736202 SYSTEM AND METHOD FOR ASSESSING AND PLANNING A PROJECT GUNN, JEREMY L 55d
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
19349743 SYSTEM AND METHOD FOR EVALUATING ARTIFICIAL INTELLIGENCE AGENTS DEPLOYED IN AN ENTERPRISE COMPUTING ENVIRONMENT LEY, SALLY THI

Top Art Units

Art UnitApps
3696 2
2147 1
3691 1
2431 1
3623 1
3624 1
3693 1
3695 1

Pending Office Actions

App #TitleExaminerArt UnitStatutesStatusDue inAIFiled
19349743 SYSTEM AND METHOD FOR EVALUATING ARTIFICIAL INTELLIGENCE AGENTS DEPLOYED IN AN ENTERPRISE COMPUTING ENVIRONMENT LEY, SALLY THI 2147 §103 Final Rejection Pending Oct 03, 2025
18985329 SYSTEM AND METHOD FOR IMPLEMENTING A GLOBAL WITHHOLDING TAX ENGINE CAMPEN, KELLY SCAGGS 3691 §101 Non-Final OA 46d Pending Dec 18, 2024
18901948 RISK MANAGED DATA SYSTEM AND ASSOCIATED METHOD DOAN, TRANG T 2431 §112 Non-Final OA 42d overdue Pending Sep 30, 2024
18812530 SYSTEM AND METHOD FOR IMPLEMENTING A RESEARCH AND DEVELOPMENT TAX CREDIT RISK TRACKER TOOL BOYCE, ANDRE D 3623 §101 Non-Final OA 32d overdue Pending Aug 22, 2024
18736202 SYSTEM AND METHOD FOR ASSESSING AND PLANNING A PROJECT GUNN, JEREMY L 3624 §103 Final Rejection 55d Pending Jun 06, 2024
17895825 SYSTEM AND METHOD FOR IMPLEMENTING A RESEARCH AND DEVELOPMENT TAX CREDIT TOOL PRESTON, JOHN O 3693 §103 Non-Final OA 22d Pending Aug 25, 2022
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 Other Final Rejection 4d overdue Pending Apr 13, 2021

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