Prosecution Insights
Prosecution Insights
Technology areas: Computing & Software • Transportation, E-Commerce & Mechanical Systems
5 pending office actions • 4 art units • 5 examiners • 0 of 5 (0%) have an AI response strategy ready • 2 patents granted in the last 365 days
Vertex Inc. currently has 5 pending office actions within the Transportation, E-Commerce & Mechanical Systems technology area. These 5 actions are distributed among 5 distinct examiners, meaning each pending matter is assigned to a unique individual. The prosecution spans 4 distinct art units, indicating some overlap in the administrative departments reviewing the applications.
SHAIKH, ZEESHAN MAHMOOD is the busiest examiner for the company, managing 1 busiest examiner pending action. Since there are 5 distinct examiners for 5 pending office actions, the workload is distributed, with each examiner responsible for an action. The 4 distinct art units suggest that multiple examiners are working within the same technology area of Transportation, E-Commerce & Mechanical Systems.
The presence of 5 distinct examiners across 4 distinct art units requires a strategy that accounts for multiple examiner styles and departmental norms. Practitioners will need to coordinate across these units while addressing the specific requirements of the 5 pending office actions. SHAIKH, ZEESHAN MAHMOOD holds 1 busiest examiner pending action, meaning no single individual has a dominant influence over the current portfolio.
Based on the USPTO statutory response window for each pending office action. 2 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 | 3 (60%) |
| §101 + other | 2 (40%) |
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 |
|---|---|---|---|
| SHAIKH, ZEESHAN MAHMOOD | 1 | 58.7% | +44.3% |
| ORTIZ ROMAN, DENISSE Y | 1 | 52.3% | +31.8% |
| HOLZMACHER, DERICK J | 1 | 44.3% | +28.4% |
| PRESTON, JOHN O | 1 | 28.4% | +7.7% |
| HINCKLEY, CHASE PAUL | 1 | 68.1% | +11.6% |
Multi-statute / §101-driven matters, or cases in front of an examiner with an allow rate under 30%. The top 5 ordered by deadline are shown.
| App # | Title | Examiner | Due in |
|---|---|---|---|
| 18584719 | INDIRECT TAX LEGISLATION FILTER | ORTIZ ROMAN, DENISSE Y | 15d |
| 18058665 | COMPUTING SYSTEM FOR USE IN OUTPUTTING CANDIDATE TAX CATEGORIES FOR AN ARTICLE | PRESTON, JOHN O | 15d |
| 19053034 | GENERATION OF JURISDICTIONS LISTS FOR INPUT TEXT | SHAIKH, ZEESHAN MAHMOOD | — |
| 18327793 | SUSTAINABILITY PLANNER FOR REGULATED INDUSTRIES | HOLZMACHER, DERICK J | — |
| 18058242 | GENERATION OF IRRELEVANCY SCORES FOR INPUT TEXT | HINCKLEY, CHASE PAUL | — |
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 |
|---|---|---|---|
| 18584719 | INDIRECT TAX LEGISLATION FILTER | ORTIZ ROMAN, DENISSE Y | 15d |
| 19053034 | GENERATION OF JURISDICTIONS LISTS FOR INPUT TEXT | SHAIKH, ZEESHAN MAHMOOD | — |
| 18327793 | SUSTAINABILITY PLANNER FOR REGULATED INDUSTRIES | HOLZMACHER, DERICK J | — |
| 18058242 | GENERATION OF IRRELEVANCY SCORES FOR INPUT TEXT | HINCKLEY, CHASE PAUL | — |
| Art Unit | Apps |
|---|---|
| 3627 | 1 |
| 3625 | 1 |
| 3693 | 1 |
| 2124 | 1 |
| App # | Title | Examiner | Art Unit | Statutes | Status | Due in | AI | Filed |
|---|---|---|---|---|---|---|---|---|
| 19053034 | GENERATION OF JURISDICTIONS LISTS FOR INPUT TEXT | SHAIKH, ZEESHAN MAHMOOD | — | §101§102§103Other | Non-Final OA | — | Pending | Feb 13, 2025 |
| 18584719 | INDIRECT TAX LEGISLATION FILTER | ORTIZ ROMAN, DENISSE Y | 3627 | §101 | Non-Final OA | 15d | Pending | Feb 22, 2024 |
| 18327793 | SUSTAINABILITY PLANNER FOR REGULATED INDUSTRIES | HOLZMACHER, DERICK J | 3625 | §101 | Non-Final OA | — | Pending | Jun 01, 2023 |
| 18058665 | COMPUTING SYSTEM FOR USE IN OUTPUTTING CANDIDATE TAX CATEGORIES FOR AN ARTICLE | PRESTON, JOHN O | 3693 | §101 | Final Rejection | 15d | Pending | Nov 23, 2022 |
| 18058242 | GENERATION OF IRRELEVANCY SCORES FOR INPUT TEXT | HINCKLEY, CHASE PAUL | 2124 | §101§103 | Non-Final OA | — | Pending | Nov 22, 2022 |
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