Prosecution Insights
Last updated: May 29, 2026

Plaid Inc.

6 pending office actions • 6 art units • 6 examiners • 0 of 6 (0%) have an AI response strategy ready • 13 patents granted in the last 365 days

Portfolio Summary

6
Total Pending OAs
3
Non-Final OAs
3
Final Rejections
0
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 5 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

1
Overdue
1
Due this week
3
Due this month
0
Due in next 60 days
0
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. 5 of the docket's apps have a known mailing date.

-30dToday30d60d90d120d
Overdue (1)Due ≤ 7 days (1)Due ≤ 30 days (3)

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.

1
Hard (17%)
3
Medium (50%)
0
Easy (0%)
2
Unknown (33%)

Rejection Statute Mix

BucketCases
§101 only1 (17%)
§103 only3 (50%)
No statute on record2 (33%)

Industry Mix

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

0
Life Sciences
0% of docket
2
Information Tech
33% of docket
0
Communications
0% of docket
0
Semiconductors
0% of docket
4
Mechanical / Eng
67% 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.

60 h
Manual time on pending OAs
12 h
Time saved (low, 20%)
21 h
Time saved (mid, 35%)
0.5 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
ANSARI, AZAM A 1 47.6% +49.6%
SHARVIN, DAVID P 1 37.1% +23.6%
NGUYEN, LIZ P 1 61.1% +6.7%
ROSTAMI, MOHAMMAD S 1 66.8% +26.1%
RAZA, ZEHRA 1 44.5% +49.4%
HALM, KWEKU WILLIAM 1 80.2% +12.6%

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
18318377 DATA ENRICHMENT USING NAME, LOCATION, AND IMAGE LOOKUP HALM, KWEKU WILLIAM 29d

Hard Cases (1)

Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 1 ordered by deadline are shown.

App #TitleExaminerDue in
18868120 INFORMATION PROCESSING APPARATUS, INFORMATION PROCESSING METHOD, AND RECORDING MEDIUM ANSARI, AZAM A 5d

Interview Candidates (5)

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 5 ordered by deadline are shown.

App #TitleExaminerDue in
18785581 SYSTEMS AND METHODS FOR ESTIMATING PAST AND PROSPECTIVE ATTRIBUTE VALUES ASSOCIATED WITH A USER ACCOUNT SHARVIN, DAVID P 2d overdue
18868120 INFORMATION PROCESSING APPARATUS, INFORMATION PROCESSING METHOD, AND RECORDING MEDIUM ANSARI, AZAM A 5d
18652116 ACCOUNT VERIFICATION WITH MICRODEPOSITS RAZA, ZEHRA 22d
18673986 DATA ENRICHMENT USING PARALLEL SEARCH ROSTAMI, MOHAMMAD S 26d
18318377 DATA ENRICHMENT USING NAME, LOCATION, AND IMAGE LOOKUP HALM, KWEKU WILLIAM 29d

Top Art Units

Art UnitApps
3621 1
3692 1
3696 1
2154 1
3697 1
2166 1

Pending Office Actions

App #TitleExaminerArt UnitStatutesStatusDue inAIFiled
18868120 INFORMATION PROCESSING APPARATUS, INFORMATION PROCESSING METHOD, AND RECORDING MEDIUM ANSARI, AZAM A 3621 §101 Final Rejection 5d Pending Nov 21, 2024
18785581 SYSTEMS AND METHODS FOR ESTIMATING PAST AND PROSPECTIVE ATTRIBUTE VALUES ASSOCIATED WITH A USER ACCOUNT SHARVIN, DAVID P 3692 Other Non-Final OA 2d overdue Pending Jul 26, 2024
18762784 SYSTEM AND METHOD FOR FACILITATING PROGRAMMATIC VERIFICATION OF TRANSACTIONS NGUYEN, LIZ P 3696 Other Final Rejection Pending Jul 03, 2024
18673986 DATA ENRICHMENT USING PARALLEL SEARCH ROSTAMI, MOHAMMAD S 2154 §103 Final Rejection 26d Pending May 24, 2024
18652116 ACCOUNT VERIFICATION WITH MICRODEPOSITS RAZA, ZEHRA 3697 §103 Non-Final OA 22d Pending May 01, 2024
18318377 DATA ENRICHMENT USING NAME, LOCATION, AND IMAGE LOOKUP HALM, KWEKU WILLIAM 2166 §103 Non-Final OA 29d Pending May 16, 2023

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