Prosecution Insights
Last updated: October 04, 2026

Patterson + Sheridan, LLP - Intuit Inc.

Technology areas: Computing & Software • Transportation, E-Commerce & Mechanical Systems

26 pending office actions • 1 client • 26 examiners • 10 art units • 0 of 26 (0%) have an AI response strategy ready

Analysis

Patterson + Sheridan, LLP - Intuit Inc. manages 1010 career applications in the Computing & Software technology area. The firm has a resolved allowance rate of 93.39 percent. The average number of office actions per allowance is 4.51. There are 12 pending office actions currently being handled.

This activity is part of the firm's experience with 1010 career applications. The 93.39 percent resolved allowance rate highlights the firm's effectiveness in Computing & Software. The 4.51 average office actions per allowance indicates the examination process. This firm's data demonstrates a success rate across a portfolio of 1010 career applications. The 93.39 percent resolved allowance rate is a performance indicator. With 12 pending office actions, the firm is managing its current workload while maintaining a prosecution style that involves 4.51 office actions per grant. The 4.51 average office actions per allowance is a consistent factor in its 1010 career applications.

Written from this page's own data; every figure is computed from USPTO records and verified before publication.

Quality Metrics (n=1010 apps, methodology: how we score firms)

93.4%
Allowance Rate
n=1010
+0.70σ
Allowance Rate (norm)
n=1010
4.5
OAs to Allowance
n=834
+0.18σ
OAs to Allow (norm)
n=834
1144 days
Time to Allowance
n=834
-8.5pp
Interview Lift
n=1010
48.5%
RCE Rate
n=1010
3.9%
Appeal Rate
n=1010

Rejection Performance (% of received rejections ultimately overcome)

81.2%
§101 Overcome
n=435
86.4%
§102 Overcome
n=316
85.5%
§103 Overcome
n=642
83.8%
§112 Overcome
n=259

Specialization & Scale

G06F, G06Q, G06N
Top CPC Subclasses
71%
Top-3 CPC Share
n=1010
0
Practitioners
n=1010
—
Apps / Practitioner
n=1010 (min 20)

Portfolio Summary

26
Total Pending OAs
22
Non-Final OAs
4
Final Rejections
0
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.

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

-30dToday30d60d90d120d
Due ≤ 30 days (3)Due ≤ 60 days (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.

22
Hard (85%)
4
Medium (15%)
0
Easy (0%)
0
Unknown (0%)

Rejection Statute Mix

BucketCases
§101 only5 (19%)
§101 + other12 (46%)
§103 only4 (15%)
Multi-statute (no §101)5 (19%)

Industry Mix

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

0
Life Sciences
0% of docket
4
Information Tech
15% of docket
1
Communications
4% of docket
0
Semiconductors
0% of docket
4
Mechanical / Eng
15% of docket
17
Business / Other
65% 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.

260 h
Manual time on pending OAs
52 h
Time saved (low, 20%)
91 h
Time saved (mid, 35%)
2.3 wks
FTE-weeks freed (mid)

Top Examiners on this docket

ExaminerApps on this docketAllow rateInterview lift
HOLLY, JOHN H 1 53.4% +31.0%
HALE, BROOKS T 1 51.1% +34.1%
OBAID, FATEH M 1 67.9% +35.4%
JEUDY, JOSNEL 1 83.8% -16.1%
FUELLING, MICHAEL 1 43.7% +31.1%
GAY, SONIA L 1 82.4% +11.3%
SAX, STEVEN PAUL 1 69.0% +45.9%
SMITH, BRIAN M 1 52.5% +36.9%
HASTY, NICHOLAS 1 51.7% +32.2%
MAUNI, HUMAIRA ZAHIN 1 46.7% +38.1%

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
18884841 DETECTING SENSITIVE INFORMATION IN RECORDS USING CONTEXT AND DECOYS JEUDY, JOSNEL —

Hard Cases (22)

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
18498398 TOKEN BASED APPROACH FOR PROVIDING CERTIFIED REVIEWS ON THIRD-PARTY REVIEW SERVICES PHAN, NICHOLAS K 16d
18752964 EVALUATING CONTEXT-SPECIFIC CONTENT GENERATED BY A GENERATIVE ARTIFICIAL INTELLIGENCE MODEL GAY, SONIA L 28d
18789869 DYNAMIC AUTOMATED RECOMMENDER SYSTEM WITH TUNABLE RECOMMENDATION DISTRIBUTIONS FUELLING, MICHAEL 42d
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application HOLLY, JOHN H —
18960567 STRUCTURED PROMPT FRAMEWORK FOR MACHINE LEARNING MODEL OUPUT GENERATION HALE, BROOKS T —
18914991 VOICE ENABLED CONTENT TRACKER OBAID, FATEH M —
18734855 ROBUST MULTI-HEAD REGRESSION METRICS FOR MACHINE LEARNING SAX, STEVEN PAUL —
18680823 TRAINING PREDICTIVE MODELS BASED ON REWARD SIGNALS SMITH, BRIAN M —

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
18752964 EVALUATING CONTEXT-SPECIFIC CONTENT GENERATED BY A GENERATIVE ARTIFICIAL INTELLIGENCE MODEL GAY, SONIA L 28d
18789869 DYNAMIC AUTOMATED RECOMMENDER SYSTEM WITH TUNABLE RECOMMENDATION DISTRIBUTIONS FUELLING, MICHAEL 42d
19276221 ARTIFICIAL INTELLIGENCE BASED APPROACH FOR SUPPLEMENTING AN EXPLANATION of a result determined by A software application HOLLY, JOHN H —
18960567 STRUCTURED PROMPT FRAMEWORK FOR MACHINE LEARNING MODEL OUPUT GENERATION HALE, BROOKS T —
18914991 VOICE ENABLED CONTENT TRACKER OBAID, FATEH M —
18734855 ROBUST MULTI-HEAD REGRESSION METRICS FOR MACHINE LEARNING SAX, STEVEN PAUL —
18680823 TRAINING PREDICTIVE MODELS BASED ON REWARD SIGNALS SMITH, BRIAN M —
18671148 MACHINE LEARNING BASED APPROACH FOR TARGETED ITEM RECOMMENDATIONS BASED ON LATENT RELATIONSHIPS AMONG USER FEATURES AND ITEMS OF DIFFERENT TYPES HASTY, NICHOLAS —

Client Portfolio (1 client)

Client (Assignee)Pending OAs
Intuit 26

Top Art Units

Art UnitApps
39922
21661
24381
26571
36271
21521
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 §101DP Non-Final OA — Pending Jul 22, 2025
18960567 STRUCTURED PROMPT FRAMEWORK FOR MACHINE LEARNING MODEL OUPUT GENERATION Intuit Inc. HALE, BROOKS T 2166 §101 Non-Final OA — Pending Nov 26, 2024
18914991 VOICE ENABLED CONTENT TRACKER Intuit Inc. OBAID, FATEH M §101 Non-Final OA — Pending Oct 14, 2024
18884841 DETECTING SENSITIVE INFORMATION IN RECORDS USING CONTEXT AND DECOYS Intuit Inc. JEUDY, JOSNEL 2438 §103Other Non-Final OA — Pending Sep 13, 2024
18789869 DYNAMIC AUTOMATED RECOMMENDER SYSTEM WITH TUNABLE RECOMMENDATION DISTRIBUTIONS Intuit Inc. FUELLING, MICHAEL 3992 §101§103 Final Rejection 42d Pending Jul 31, 2024
18752964 EVALUATING CONTEXT-SPECIFIC CONTENT GENERATED BY A GENERATIVE ARTIFICIAL INTELLIGENCE MODEL Intuit Inc. GAY, SONIA L 2657 §102§103 Final Rejection 28d Pending Jun 25, 2024
18734855 ROBUST MULTI-HEAD REGRESSION METRICS FOR MACHINE LEARNING Intuit Inc. SAX, STEVEN PAUL §101§103 Non-Final OA — Pending Jun 05, 2024
18680823 TRAINING PREDICTIVE MODELS BASED ON REWARD SIGNALS Intuit Inc. SMITH, BRIAN M §101§102§103DP Non-Final OA — Pending May 31, 2024
18671148 MACHINE LEARNING BASED APPROACH FOR TARGETED ITEM RECOMMENDATIONS BASED ON LATENT RELATIONSHIPS AMONG USER FEATURES AND ITEMS OF DIFFERENT TYPES Intuit Inc. HASTY, NICHOLAS §103§112 Non-Final OA — Pending May 22, 2024
18661925 AUTOMATED GENERATION OF A DATASET OF QUESTION-ANSWER PAIRS FOR DOMAIN-SPECIFIC HALLUCINATION TESTING OF GENERATIVE LANGUAGE PROCESSING MACHINE LEARNING MODELS Intuit Inc. MAUNI, HUMAIRA ZAHIN §101§103 Non-Final OA — Pending May 13, 2024
18657190 AUTOMATIC LABEL GENERATION WITH CONFIDENCE SCORES FOR TRAINING A MACHINE LEARNING MODEL TO PERFORM LINE ITEM EXTRACTION Intuit Inc. VIRREIRA, ROLANDO PATRICK §103§112 Non-Final OA — Pending May 07, 2024
18650651 BENCHMARK CREATOR - AN ARTIFICIAL INTELLIGENCE-BASED APPROACH TO EVALUATING THE KNOWLEDGE OF A LANGUAGE MODEL FOR A DATASET Intuit Inc. ANDERSON, SCOTT C §101§103§112 Non-Final OA — Pending Apr 30, 2024
18651460 MACHINE LEARNING BASED APPROACH FOR AUTOMATICALLY RECOMMENDING CONTEXT-SPECIFIC NAVIGATION OPTIONS WITHIN A USER INTERFACE Intuit Inc. NILSSON, ERIC §102§103 Non-Final OA — Pending Apr 30, 2024
18621368 GENERATIVE ARTIFICIAL INTELLIGENCE BASED STATEFUL ADVICE SYSTEM Intuit Inc. MAC, GARY §101§103 Non-Final OA — Pending Mar 29, 2024
18622484 AUTOMATION TOOL FOR MANAGING RESOURCES ACROSS COMPUTING ENVIRONMENTS Intuit Inc. WOOD, WILLIAM H 3992 §103§112 Final Rejection — Pending Mar 29, 2024
18622276 DECLARATIVE QUERY SCHEMA-BASED APPLICATION PROGRAMMING INTERFACE Intuit Inc. NGO, THANH §103 Non-Final OA — Pending Mar 29, 2024
18612138 AUTOMATED OPTIMIZATION OF EXTRACTION-BASED CATEGORIZATION PROCESSES Intuit Inc. NAULT, VICTOR ADELARD §101§103 Non-Final OA — Pending Mar 21, 2024
18421688 SINGULARLY ADAPTIVE DIGITAL CONTENT GENERATION Intuit Inc. HUANG, YAO D §101§102§103§112 Non-Final OA — Pending Jan 24, 2024
18413589 USING A RECURRENT NEURAL NETWORK AND A CLASSIFICATION MACHINE LEARNING MODEL TO PREDICT ACTIONS IN SOFTWARE APPLICATIONS Intuit Inc. HAN, BYUNGKWON §101§103 Non-Final OA — Pending Jan 16, 2024
18391919 DECISION MODEL COMPRESSION FOR EFFICIENT PROCESSING AND STORAGE OF MULTI-CONDITION WORKFLOWS Intuit Inc. CHEIN, ALLEN C 3627 §101 Final Rejection — Pending Dec 21, 2023
18390359 RE-TRAINING A MACHINE LEARNING MODEL IN REAL-TIME USING A FAST ALGORITHM Intuit Inc. RYLANDER, BART I §101§103 Non-Final OA — Pending Dec 20, 2023
18543798 DATA SOURCE MAPPER FOR ENHANCED DATA RETRIEVAL Intuit Inc. CHEUNG, HUBERT G 2152 §103 Non-Final OA 20d Pending Dec 18, 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 §101§103 Non-Final OA 16d Pending Oct 31, 2023
18480308 DYNAMICALLY TARGETED NETWORK INVITATIONS Intuit Inc. WEBB III, JAMES L 3624 §101 Non-Final OA — Pending Oct 03, 2023
18067461 Visual Question Answering for Discrete Document Field Extraction Intuit Inc. LEY, SALLY THI 2147 §103 Non-Final OA — Pending Dec 16, 2022

Managing Patterson + Sheridan, LLP - Intuit Inc.'s Patent Prosecution?

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