Prosecution Insights
Last updated: July 17, 2026

Patterson + Sheridan, LLP - Intuit Inc.

16 pending office actions • 1 client • 16 examiners • 10 art units • 0 of 16 (0%) have an AI response strategy ready • 48 patents granted in the last 365 days

Quality Metrics (n=989 apps, methodology: how we score firms)

93.5%
Allowance Rate
n=989
+0.72σ
Allowance Rate (norm)
n=989
4.6
OAs to Allowance
n=819
+0.14σ
OAs to Allow (norm)
n=819
1146 days
Time to Allowance
n=819
-8.3pp
Interview Lift
n=989
48.9%
RCE Rate
n=989
3.9%
Appeal Rate
n=989

Rejection Performance (% of received rejections ultimately overcome)

78.9%
§101 Overcome
n=90
90.1%
§102 Overcome
n=141
86.7%
§103 Overcome
n=611
84.1%
§112 Overcome
n=44

Specialization & Scale

G06F, G06Q, G06N
Top CPC Subclasses
71%
Top-3 CPC Share
n=989
0
Practitioners
n=989
Apps / Practitioner
n=989 (min 20)

Portfolio Summary

16
Total Pending OAs
11
Non-Final OAs
5
Final Rejections
0
Advisory / Quayle

Response Deadline Pressure

Based on the USPTO statutory response window for each pending office action. 3 of the docket's apps have a known mailing date; the rest are excluded from the tile counts.

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

-30dToday30d60d90d120d
Due ≤ 7 days (1)Due ≤ 30 days (2)

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 (25%)
9
Medium (56%)
2
Easy (12%)
1
Unknown (6%)

Rejection Statute Mix

BucketCases
§101 only4 (25%)
§103 only9 (56%)
Double-patenting only2 (12%)
No statute on record1 (6%)

Industry Mix

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

0
Life Sciences
0% of docket
3
Information Tech
19% of docket
2
Communications
12% of docket
0
Semiconductors
0% of docket
5
Mechanical / Eng
31% of docket
6
Business / Other
38% 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.

160 h
Manual time on pending OAs
32 h
Time saved (low, 20%)
56 h
Time saved (mid, 35%)
1.4 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
HOLLY, JOHN H 1 53.2% +30.5%
OBAID, FATEH M 1 67.8% +35.6%
YEN, ERIC L 1 85.1% +11.7%
PULLIAS, JESSE SCOTT 1 82.6% +12.7%
MUELLER, PAUL JOSEPH 1 77.4% +31.5%
WOOD, WILLIAM H 1 73.0% -1.4%
WALDRON, SCOTT A 1 81.4% +29.7%
HAN, BYUNGKWON 1 0.0% +0.0%
CHEN, KUANG FU 1 79.8% +68.3%
CHEIN, ALLEN C 1 44.3% +40.0%

Quick Wins (3)

Cases in front of an examiner with an allow rate of 80%+ where the difficulty is Easy or Medium. The top 3 ordered by deadline are shown.

App #TitleExaminerDue in
18789839 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY IDENTIFYING AND EXTRACTING TRANSACTIONS FROM WEBPAGES PULLIAS, JESSE SCOTT 28d
18902284 CONVERSATIONAL USER INTERFACES BASED ON KNOWLEDGE GRAPHS YEN, ERIC L
18591646 DYNAMICALLY GENERATING A REUSABLE PROCESS MODEL OBJECT FOR A WORKFLOW INCLUDING MULTIPLE CONDITIONS AND MULTIPLE ACTIONS WALDRON, SCOTT A

Hard Cases (5)

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 #TitleExaminerDue in
18914991 VOICE ENABLED CONTENT TRACKER OBAID, FATEH M
18413589 USING A RECURRENT NEURAL NETWORK AND A CLASSIFICATION MACHINE LEARNING MODEL TO PREDICT ACTIONS IN SOFTWARE APPLICATIONS HAN, BYUNGKWON
18520693 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY PREDICTING A CLASSIFICATION FOR TRANSACTIONS BASED ON INDUSTRY NAME EMBEDDINGS OJIAKU, CHIKAODINAKA
18480308 DYNAMICALLY TARGETED NETWORK INVITATIONS WEBB III, JAMES L
16912843 MINIMIZING REGRET THROUGH ACTIVE LEARNING FOR TRANSACTION CATEGORIZATION MOORE, REVA R

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
18758291 TEXT CLASSIFICATION WITH WEIGHTED EMBEDDINGS MUELLER, PAUL JOSEPH 6d
18789839 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY IDENTIFYING AND EXTRACTING TRANSACTIONS FROM WEBPAGES PULLIAS, JESSE SCOTT 28d
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application HOLLY, JOHN H
18914991 VOICE ENABLED CONTENT TRACKER OBAID, FATEH M
18902284 CONVERSATIONAL USER INTERFACES BASED ON KNOWLEDGE GRAPHS YEN, ERIC L
18591646 DYNAMICALLY GENERATING A REUSABLE PROCESS MODEL OBJECT FOR A WORKFLOW INCLUDING MULTIPLE CONDITIONS AND MULTIPLE ACTIONS WALDRON, SCOTT A
18402330 IMAGE TEMPLATE-BASED AR FORM EXPERIENCES CHEN, KUANG FU
18391919 DECISION MODEL COMPRESSION FOR EFFICIENT PROCESSING AND STORAGE OF MULTI-CONDITION WORKFLOWS CHEIN, ALLEN C

Client Portfolio (1 client)

Client (Assignee)Pending OAs
Intuit 16

Top Art Units

Art UnitApps
36272
26551
26571
39921
21521
21431
36961
36991
36241
21471

Pending Office Actions

App #TitleClientExaminerArt UnitStatutesStatusDue inAIFiled
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application Intuit Inc. HOLLY, JOHN H DP Non-Final OA Pending Jul 22, 2025
18914991 VOICE ENABLED CONTENT TRACKER Intuit Inc. OBAID, FATEH M §101 Non-Final OA Pending Oct 14, 2024
18902284 CONVERSATIONAL USER INTERFACES BASED ON KNOWLEDGE GRAPHS Intuit Inc. YEN, ERIC L DP Non-Final OA Pending Sep 30, 2024
18789839 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY IDENTIFYING AND EXTRACTING TRANSACTIONS FROM WEBPAGES Intuit Inc. PULLIAS, JESSE SCOTT 2655 §103 Final Rejection 28d Pending Jul 31, 2024
18758291 TEXT CLASSIFICATION WITH WEIGHTED EMBEDDINGS Intuit Inc. MUELLER, PAUL JOSEPH 2657 §103 Non-Final OA 6d Pending Jun 28, 2024
18622484 AUTOMATION TOOL FOR MANAGING RESOURCES ACROSS COMPUTING ENVIRONMENTS Intuit Inc. WOOD, WILLIAM H 3992 §103 Final Rejection Pending Mar 29, 2024
18591646 DYNAMICALLY GENERATING A REUSABLE PROCESS MODEL OBJECT FOR A WORKFLOW INCLUDING MULTIPLE CONDITIONS AND MULTIPLE ACTIONS Intuit Inc. WALDRON, SCOTT A 2152 §103 Non-Final OA Pending Feb 29, 2024
18413589 USING A RECURRENT NEURAL NETWORK AND A CLASSIFICATION MACHINE LEARNING MODEL TO PREDICT ACTIONS IN SOFTWARE APPLICATIONS Intuit Inc. HAN, BYUNGKWON §103 Non-Final OA Pending Jan 16, 2024
18402330 IMAGE TEMPLATE-BASED AR FORM EXPERIENCES Intuit Inc. CHEN, KUANG FU 2143 §103 Final Rejection Pending Jan 02, 2024
18391919 DECISION MODEL COMPRESSION FOR EFFICIENT PROCESSING AND STORAGE OF MULTI-CONDITION WORKFLOWS Intuit Inc. CHEIN, ALLEN C 3627 Other Non-Final OA Pending Dec 21, 2023
18525225 VECTOR EMBEDDING PREPROCESSING AND RETRIEVAL FOR GENERATIVE MODELS Intuit Inc. SCHNEE, HAL W §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 Intuit Inc. OJIAKU, CHIKAODINAKA 3696 §101 Non-Final OA Pending Nov 28, 2023
18498398 TOKEN BASED APPROACH FOR PROVIDING CERTIFIED REVIEWS ON THIRD-PARTY REVIEW SERVICES Intuit Inc. PHAN, NICHOLAS K 3699 §103 Non-Final OA 16d Pending Oct 31, 2023
18480308 DYNAMICALLY TARGETED NETWORK INVITATIONS Intuit Inc. WEBB III, JAMES L 3624 §101 Final Rejection Pending Oct 03, 2023
17384349 GENERATING AND ADJUSTING DECISION-MAKING ALGORITHMS USING REINFORCEMENT MACHINE LEARNING Intuit Inc. GALVIN-SIEBENALER, PAUL MICHAEL 2147 §103 Non-Final OA Pending Jul 23, 2021
16912843 MINIMIZING REGRET THROUGH ACTIVE LEARNING FOR TRANSACTION CATEGORIZATION Intuit Inc. MOORE, REVA R 3627 §101 Final Rejection Pending Jun 26, 2020

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