Detailed information about the 100 most recent patent applications.
| Application Number | Title | Filing Date | Disposal Date | Disposition | Time (months) | Office Actions | Restrictions | Interview | Appeal |
|---|---|---|---|---|---|---|---|---|---|
| 17118363 | ANALYSIS OF ENERGY RESERVES | December 2020 | January 2025 | Abandon | 49 | 6 | 0 | Yes | No |
| 17036816 | ASSET CARDS FOR TRACKING DIVISIBLE ASSETS IN A DISTRIBUTED LEDGER | September 2020 | December 2024 | Abandon | 51 | 2 | 1 | No | No |
| 16940951 | SYSTEMS AND METHODS FOR MANAGING INSURANCE CONTRACTS USING TELEMATICS DATA TO BUILD A USER PROFILE | July 2020 | December 2024 | Abandon | 53 | 4 | 0 | Yes | No |
| 16467523 | METHOD AND SYSTEM OF SECURE PAYMENT | June 2019 | February 2025 | Abandon | 60 | 6 | 0 | No | No |
| 16287464 | SOCIAL FINANCE PLATFORM SYSTEM AND METHOD | February 2019 | February 2021 | Abandon | 24 | 1 | 0 | No | No |
| 16283938 | LEAST DECENTRALIZED FUND TRADING SYSTEM AND METHOD THEREOF | February 2019 | January 2021 | Abandon | 23 | 1 | 0 | No | No |
| 16283115 | SYSTEM AND METHOD FOR ESTIMATING AND OPTIMIZING TRANSACTION COSTS | February 2019 | January 2021 | Abandon | 23 | 1 | 0 | No | No |
| 16267993 | MANAGING SECURITY HOLDINGS RISK DURING PORTFOLIO TRADING | February 2019 | October 2020 | Abandon | 21 | 1 | 0 | No | No |
| 15976798 | ASSET CARDS FOR TRACKING DIVISIBLE ASSETS IN A DISTRIBUTED LEDGER | May 2018 | October 2020 | Abandon | 29 | 1 | 1 | No | No |
| 15971550 | SYSTEMS AND METHODS FOR GENERATING CONTEXTUALLY RELEVANT DEVICE PROTECTIONS | May 2018 | October 2024 | Allow | 60 | 5 | 1 | Yes | No |
| 15451304 | METHOD, SYSTEM AND COMPUTER READABLE MEDIUM FOR WEB SITE ACCOUNT AND E-COMMERCE MANAGEMENT FROM A CENTRAL LOCATION | March 2017 | March 2020 | Abandon | 37 | 1 | 0 | No | No |
| 15403374 | HORIZONTALLY-LINKED REINSURANCE NETWORK | January 2017 | June 2020 | Abandon | 41 | 2 | 0 | Yes | No |
| 15293716 | SYSTEM AND METHODS FOR RAISING PHILANTHROPIC FUNDS | October 2016 | January 2021 | Abandon | 51 | 2 | 0 | Yes | No |
| 15243262 | SOCIAL FINANCE PLATFORM SYSTEM AND METHOD | August 2016 | April 2019 | Abandon | 32 | 1 | 0 | No | No |
| 15220978 | MINIMIZING SECURITY HOLDINGS RISK DURING PORTFOLIO TRADING | July 2016 | June 2020 | Abandon | 47 | 2 | 0 | No | No |
| 15130976 | METHODS AND APPARATUS FOR CONTROLLING ASSETS | April 2016 | March 2020 | Abandon | 47 | 2 | 0 | Yes | No |
| 15097855 | METHOD AND SYSTEM FOR ANALYZING INVESTMENT INFORMATION | April 2016 | January 2018 | Abandon | 21 | 2 | 0 | No | No |
| 15091279 | METHOD AND SYSTEM FOR CONDUCTING PRE-AUTHORIZED FINANCIAL TRANSACTIONS | April 2016 | May 2020 | Abandon | 49 | 2 | 0 | Yes | No |
| 14759130 | Electronic Fund Transfer Reconciliation and Management Method and Device | December 2015 | April 2019 | Abandon | 45 | 0 | 1 | No | No |
| 14937440 | Method and System for Optimizing Retirement and Healthcare Benefits | November 2015 | January 2018 | Abandon | 26 | 2 | 0 | No | No |
| 14787949 | Systems and Methods for Onsite or Remote Dispensing of Credit Instruments | October 2015 | November 2019 | Abandon | 60 | 2 | 0 | No | No |
| 14786591 | PROCESSING SYSTEM | October 2015 | February 2019 | Abandon | 39 | 1 | 0 | No | No |
| 14786149 | METHOD OF PROCESSING A TRANSACTION REQUEST | October 2015 | December 2018 | Abandon | 38 | 1 | 0 | No | No |
| 14782146 | METHOD AND SYSTEM FOR CONDUCTING PRE-AUTHORIZED FINANCIAL TRANSACTIONS | October 2015 | March 2019 | Abandon | 41 | 2 | 0 | Yes | No |
| 14756710 | Life insurance with borrowed premium | October 2015 | May 2018 | Abandon | 31 | 1 | 0 | No | No |
| 14756624 | Device and method for currency conversion | September 2015 | June 2018 | Abandon | 33 | 1 | 0 | Yes | No |
| 14775314 | Method For Facilitating Futures Trading Of Synthetic Benchmark Corporate Bonds | September 2015 | March 2019 | Abandon | 42 | 2 | 0 | No | No |
| 14713473 | SYSTEM AND METHOD FOR PROVIDING PROCESSING OF FINANCIAL TRANSACTIONS | May 2015 | December 2020 | Abandon | 60 | 4 | 0 | Yes | Yes |
| 14704463 | APPARATUS, METHODS AND ARTICLES OF MANUFACTURE OF COMPUTERIZED TRANSACTION EXECUTION AND PROCESSING | May 2015 | March 2017 | Abandon | 22 | 1 | 0 | No | No |
| 14626643 | FUNDS TRANSFER METHOD AND APPARATUS | February 2015 | February 2016 | Abandon | 12 | 1 | 0 | No | No |
| 14575545 | INTER-NETWORK FINANCIAL SERVICE | December 2014 | November 2018 | Allow | 47 | 2 | 0 | Yes | No |
| 14554940 | Derivatives Trading Platform Unique Package ID | November 2014 | March 2016 | Abandon | 15 | 1 | 0 | No | No |
| 14531923 | NETWORKING PLATFORM FOR LENDING | November 2014 | March 2017 | Abandon | 28 | 3 | 0 | No | No |
| 14526441 | Sticky Order Routers | October 2014 | March 2017 | Abandon | 28 | 2 | 0 | No | No |
| 14465945 | CONTROLLING OPERATION OF A TRADING ALGORITHM BASED ON OPERATING CONDITION RULES | August 2014 | December 2015 | Abandon | 15 | 1 | 0 | No | No |
| 14461034 | SYSTEM AND METHODS FOR VALUING AND TRADING INTANGIBLE PROPERTIES AND INSTRUMENTS | August 2014 | November 2015 | Abandon | 16 | 1 | 0 | No | No |
| 14456095 | PERFORMANCE EVALUATION OF TRADING STRATEGIES | August 2014 | September 2017 | Abandon | 37 | 1 | 0 | No | No |
| 14337054 | COMPENSATION BASED ON ENTITY GROUPS | July 2014 | December 2016 | Abandon | 28 | 2 | 0 | No | No |
| 14323644 | Trading Tools for Electronic Trading | July 2014 | March 2019 | Abandon | 57 | 4 | 0 | No | No |
| 14314543 | EXCHANGE-TRADED BASIS DERIVATIVE CONTRACTS | June 2014 | October 2015 | Abandon | 16 | 1 | 0 | No | No |
| 14302701 | METHODS AND SYSTEMS FOR MONITORING AND CONTROLLING ORDER MESSAGE TRAFFIC | June 2014 | June 2019 | Abandon | 60 | 4 | 0 | No | No |
| 14278636 | SEND AND RECEIVE SIDE CONTROL OF MONEY TRANSFER PARAMETERS | May 2014 | December 2020 | Abandon | 60 | 5 | 0 | No | No |
| 14275570 | CREATING AND MAINTAINING A PAYOUT-READY PORTFOLIO WITHIN AN INVESTMENT PLAN TO GENERATE A SUSTAINABLE INCOME STREAM | May 2014 | November 2015 | Abandon | 18 | 1 | 0 | No | No |
| 14004462 | METHODS AND SYSTEMS FOR ELECTRONIC MONETARY PAYMENTS | April 2014 | January 2016 | Abandon | 28 | 1 | 0 | No | No |
| 13878652 | METHOD AND APPARATUS FOR PERFORMING TRANSACTIONS VIA A SPONSOR ACCOUNT | April 2014 | April 2018 | Abandon | 60 | 3 | 0 | No | No |
| 14223530 | MINING TRANSACTION DATA FOR HEALTHINESS INDEX | March 2014 | April 2018 | Abandon | 49 | 4 | 0 | No | No |
| 14216978 | RESIDENTIAL REAL ESTATE APPRAISAL FORM ANALYSIS SYSTEMS AND RELATED METHODS | March 2014 | April 2016 | Abandon | 25 | 1 | 0 | No | No |
| 14195684 | AUTOMATIC MAPPING AND ALLOCATION OF SPECIAL INTERESTS IN TRUSTS FOR PORTFOLIO ANALYSIS | March 2014 | October 2015 | Abandon | 20 | 1 | 0 | No | No |
| 14116163 | SYSTEM AND METHOD FOR AUTOMATED MARKET MAKING | February 2014 | June 2018 | Abandon | 55 | 3 | 0 | No | No |
| 13999367 | Fuel excise tax calculation and filing system and method | February 2014 | October 2018 | Abandon | 56 | 3 | 0 | Yes | No |
| 14183529 | Computer implemented method for transforming bank-owned real property assets and/or bank held mortgage note receivables into a hybrid mortgage/asset - backed security | February 2014 | March 2016 | Abandon | 24 | 2 | 0 | No | No |
| 14162327 | METHOD TO VERIFY GASIFIER QUALITY AND PERFORMANCE | January 2014 | March 2016 | Abandon | 25 | 1 | 0 | No | No |
| 14156670 | DEVICE, SYSTEM, AND METHOD OF GENERATING A CUSTOMIZED TRADE ARTICLE | January 2014 | June 2016 | Abandon | 29 | 2 | 0 | Yes | No |
| 14108735 | DOWNSIDE RISK MANAGEMENT APPLYING COMPUTER METHODS AND SYSTEM | December 2013 | September 2018 | Abandon | 57 | 5 | 0 | No | Yes |
| 14095382 | FIXED RATE FINANCING INSTRUMENT OFFERING A DIVIDEND OR PARTIALLY GUARANTEED BY THIRD PARTY TO ISSUANCE, METHOD FOR ESTABLISHING A MARKET FOR THE SAME, METHOD FOR DIRECTLY PUBLIC-OFFERING THE SAME ON-LINE | December 2013 | January 2019 | Abandon | 60 | 4 | 0 | Yes | No |
| 14084570 | CLICK BASED TRADING WITH INTUITIVE GRID DISPLAY OF MARKET DEPTH AND PRICE CONSOLIDATION | November 2013 | September 2020 | Abandon | 60 | 6 | 0 | Yes | No |
| 14079402 | METHODS FOR CONDUCTING ELECTRONIC PAYMENT TRANSACTIONS WITH SCANNABLE CODES | November 2013 | June 2020 | Abandon | 60 | 2 | 1 | No | Yes |
| 14073969 | METHODS AND SYSTEMS FOR PAYEE INVOICE FINANCING AND PAYMENT | November 2013 | July 2018 | Abandon | 57 | 3 | 0 | Yes | No |
| 14072701 | Equalizer | November 2013 | May 2016 | Abandon | 30 | 2 | 0 | No | No |
| 14072541 | USER INTERFACE FOR PRESENTING RELEVANT QUESTIONS TO REPRESENTATIVE | November 2013 | October 2018 | Allow | 60 | 4 | 0 | No | No |
| 14070742 | ELECTRONIC REFUND REDEMPTION | November 2013 | March 2017 | Abandon | 40 | 3 | 0 | No | No |
| 14066221 | Method and Payment Unit For Controlling an Amount Available For Payment in a Vehicle | October 2013 | August 2018 | Abandon | 58 | 4 | 0 | No | No |
| 14066109 | CHECK MEMO LINE DATA LIFT | October 2013 | December 2016 | Abandon | 37 | 4 | 0 | No | No |
| 14012986 | BIMODAL COMPUTER-BASED SYSTEM FOR SELLING FINANCIAL PRODUCTS | August 2013 | May 2018 | Abandon | 57 | 4 | 0 | No | Yes |
| 14012997 | BIMODAL COMPUTER-BASED SYSTEM FOR SELLING FINANCIAL PRODUCTS | August 2013 | May 2018 | Abandon | 57 | 4 | 0 | No | Yes |
| 13970520 | METHOD FOR DEFINED CONTRIBUTION DEFAULT BENCHMARK | August 2013 | February 2017 | Abandon | 42 | 2 | 0 | No | Yes |
| 13949942 | SECURITIES TRADING SIMULATION SYSTEM | July 2013 | February 2016 | Abandon | 31 | 3 | 0 | No | No |
| 13949224 | Anti-fraud system and its method for on-line transaction with credit card | July 2013 | May 2015 | Abandon | 22 | 1 | 0 | No | No |
| 13949019 | Secure Channel Payment Processing System and Method | July 2013 | November 2015 | Abandon | 27 | 2 | 0 | No | No |
| 13948824 | COMPUTER-BASED METHOD FOR SORTING PAYMENT SYSTEMS | July 2013 | June 2015 | Abandon | 23 | 1 | 0 | No | No |
| 13947956 | MOBILE TERMINAL AND METHOD OF PERFORMING NFC PAYMENT USING THE MOBILE TERMINAL | July 2013 | August 2016 | Allow | 37 | 2 | 0 | Yes | No |
| 13947696 | SYSTEM AND METHOD FOR MANAGING CREDIT DEFAULT SWAPS | July 2013 | January 2016 | Abandon | 30 | 2 | 0 | No | No |
| 13942145 | METHOD AND SYSTEM FOR ANALYZING INVESTMENT INFORMATION | July 2013 | June 2016 | Abandon | 35 | 2 | 0 | No | No |
| 13922741 | Methods and Systems for Processing Payments Globally Over One of a Plurality of Processing Paths | June 2013 | May 2020 | Abandon | 60 | 4 | 0 | No | Yes |
| 13874790 | System And Method For Integrating Trading Operations Including The Generation, Processing And Tracking of Trade Documents | May 2013 | January 2019 | Abandon | 60 | 3 | 0 | No | Yes |
| 13867760 | MANAGING SECURITY HOLDINGS RISK DURING PORTFOLIO TRADING | April 2013 | February 2019 | Abandon | 60 | 4 | 0 | No | Yes |
| 13861828 | Systems and Methods for Providing Direct to Capital Swaps | April 2013 | February 2015 | Abandon | 22 | 1 | 0 | No | No |
| 13836324 | NETWORKING PLATFORM FOR LENDING | March 2013 | January 2015 | Abandon | 22 | 1 | 0 | No | No |
| 13840862 | SYSTEM AND METHOD FOR ESTIMATING AND OPTIMIZING TRANSACTION COSTS | March 2013 | March 2019 | Abandon | 60 | 5 | 0 | No | Yes |
| 13835656 | SYSTEM AND METHOD FOR PAYMENT ACCOUNT FEE PREVENTION | March 2013 | May 2016 | Abandon | 38 | 3 | 0 | Yes | No |
| 13835884 | TRADING MONEY MARKET INSTRUMENTS | March 2013 | April 2019 | Allow | 60 | 5 | 0 | Yes | Yes |
| 13835172 | SYSTEMS AND METHODS OF MONETIZING DEBT | March 2013 | June 2019 | Abandon | 60 | 6 | 0 | No | Yes |
| 13774583 | LOCATION-BASED MONEY TRANSFER | February 2013 | June 2018 | Abandon | 60 | 4 | 1 | Yes | Yes |
| 13768485 | PAYMENTS USING A RECIPIENT PHOTOGRAPH | February 2013 | August 2018 | Abandon | 60 | 4 | 0 | No | No |
| 13768245 | FINANCIAL RECORD MODIFICATION | February 2013 | May 2016 | Abandon | 39 | 4 | 0 | Yes | No |
| 13766212 | NFC Card Verification | February 2013 | January 2019 | Allow | 60 | 4 | 0 | Yes | No |
| 13765003 | AUTHENTICATION PLATFORM FOR PIN DEBIT ISSUERS | February 2013 | May 2020 | Allow | 60 | 5 | 0 | Yes | No |
| 13759516 | Computer-implemented method for transforming bank-owned real property assets and or /bank held mortgage notes receivables suitable for refinancing into a negotiable hybrid mortgage asset-backed security | February 2013 | September 2014 | Abandon | 19 | 2 | 0 | No | No |
| 13810822 | TRANSACTIONAL PERMISSIONS | January 2013 | June 2016 | Abandon | 41 | 5 | 0 | No | No |
| 13743208 | Methods and Systems for Monitoring and Controlling Order Message Traffic | January 2013 | March 2014 | Allow | 14 | 1 | 0 | No | No |
| 13741559 | Master Feeder Structure For Pooled Investment Companies | January 2013 | March 2017 | Abandon | 50 | 6 | 0 | No | No |
| 13810399 | METHOD FOR DISPLAYING MARKET ORDER INFORMATION AND PLACING ORDERS | January 2013 | February 2015 | Abandon | 25 | 2 | 1 | No | No |
| 13735433 | System And Method For Integrating Trading Operations Including The Generation, Processing And Tracking of Trade Documents | January 2013 | January 2019 | Abandon | 60 | 5 | 1 | No | Yes |
| 13727094 | Secure Computing Device and Method | December 2012 | October 2017 | Allow | 60 | 4 | 1 | No | No |
| 13615352 | BIMODAL COMPUTER-BASED SYSTEM FOR SELLING FINANCIAL PRODUCTS | September 2012 | July 2013 | Allow | 10 | 2 | 0 | Yes | No |
| 13611013 | DEVICE, SYSTEM, AND METHOD OF GENERATING A CUSTOMIZED TRADE ARTICLE | September 2012 | October 2013 | Allow | 13 | 1 | 0 | No | No |
| 13568215 | MINIMIZING SECURITY HOLDINGS RISK DURING PORTFOLIO TRADING | August 2012 | February 2017 | Abandon | 54 | 3 | 0 | No | Yes |
| 13560308 | METHODS AND SYSTEMS FOR CREATING A TAIL RISK HEDGE INDEX AND TRADING DERIVATIVE PRODUCTS BASED THEREON | July 2012 | November 2013 | Allow | 16 | 1 | 0 | No | No |
| 13553985 | SYSTEM AND METHOD FOR OPTIMIZING ORDER PLACEMENT IN AN ORDER QUEUE IN AN ELECTRONIC TRADING ENVIRONMENT | July 2012 | May 2013 | Allow | 10 | 1 | 0 | No | No |
| 13532184 | METHOD, SYSTEM, AND COMPUTER PROGRAM PRODUCT FOR GROUPING SECURITIES IN ORDER TO CALCULATE A FEE | June 2012 | September 2013 | Allow | 15 | 2 | 0 | No | No |
This analysis examines appeal outcomes and the strategic value of filing appeals for examiner WEISBERGER, RICHARD C.
With a 12.5% reversal rate, the PTAB affirms the examiner's rejections in the vast majority of cases. This reversal rate is below the USPTO average, indicating that appeals face more challenges here than typical.
Filing a Notice of Appeal can sometimes lead to allowance even before the appeal is fully briefed or decided by the PTAB. This occurs when the examiner or their supervisor reconsiders the rejection during the mandatory appeal conference (MPEP § 1207.01) after the appeal is filed.
In this dataset, 18.8% of applications that filed an appeal were subsequently allowed. This appeal filing benefit rate is in the bottom 25% across the USPTO, indicating that filing appeals is less effective here than in most other areas.
⚠ Appeals to PTAB face challenges. Ensure your case has strong merit before committing to full Board review.
⚠ Filing a Notice of Appeal shows limited benefit. Consider other strategies like interviews or amendments before appealing.
Examiner WEISBERGER, RICHARD C works in Art Unit 3693 and has examined 354 patent applications in our dataset. With an allowance rate of 51.1%, this examiner allows applications at a lower rate than most examiners at the USPTO. Applications typically reach final disposition in approximately 44 months.
Examiner WEISBERGER, RICHARD C's allowance rate of 51.1% places them in the 15% percentile among all USPTO examiners. This examiner is less likely to allow applications than most examiners at the USPTO.
On average, applications examined by WEISBERGER, RICHARD C receive 2.54 office actions before reaching final disposition. This places the examiner in the 71% percentile for office actions issued. This examiner issues a slightly above-average number of office actions.
The median time to disposition (half-life) for applications examined by WEISBERGER, RICHARD C is 44 months. This places the examiner in the 16% percentile for prosecution speed. Applications take longer to reach final disposition with this examiner compared to most others.
Conducting an examiner interview provides a -5.0% benefit to allowance rate for applications examined by WEISBERGER, RICHARD C. This interview benefit is in the 6% percentile among all examiners. Note: Interviews show limited statistical benefit with this examiner compared to others, though they may still be valuable for clarifying issues.
When applicants file an RCE with this examiner, 20.6% of applications are subsequently allowed. This success rate is in the 26% percentile among all examiners. Strategic Insight: RCEs show below-average effectiveness with this examiner. Carefully evaluate whether an RCE or continuation is the better strategy.
This examiner enters after-final amendments leading to allowance in 19.2% of cases where such amendments are filed. This entry rate is in the 25% percentile among all examiners. Strategic Recommendation: This examiner rarely enters after-final amendments compared to other examiners. You should generally plan to file an RCE or appeal rather than relying on after-final amendment entry. Per MPEP § 714.12, primary examiners have discretion in entering after-final amendments, and this examiner exercises that discretion conservatively.
When applicants request a pre-appeal conference (PAC) with this examiner, 25.0% result in withdrawal of the rejection or reopening of prosecution. This success rate is in the 30% percentile among all examiners. Note: Pre-appeal conferences show below-average success with this examiner. Consider whether your arguments are strong enough to warrant a PAC request.
This examiner withdraws rejections or reopens prosecution in 60.0% of appeals filed. This is in the 37% percentile among all examiners. Of these withdrawals, 45.8% occur early in the appeal process (after Notice of Appeal but before Appeal Brief). Strategic Insight: This examiner shows below-average willingness to reconsider rejections during appeals. Be prepared to fully prosecute appeals if filed.
When applicants file petitions regarding this examiner's actions, 55.9% are granted (fully or in part). This grant rate is in the 55% percentile among all examiners. Strategic Note: Petitions show above-average success regarding this examiner's actions. Petitionable matters include restriction requirements (MPEP § 1002.02(c)(2)) and various procedural issues.
Examiner's Amendments: This examiner makes examiner's amendments in 3.7% of allowed cases (in the 83% percentile). Per MPEP § 1302.04, examiner's amendments are used to place applications in condition for allowance when only minor changes are needed. This examiner frequently uses this tool compared to other examiners, indicating a cooperative approach to getting applications allowed. Strategic Insight: If you are close to allowance but minor claim amendments are needed, this examiner may be willing to make an examiner's amendment rather than requiring another round of prosecution.
Quayle Actions: This examiner issues Ex Parte Quayle actions in 17.7% of allowed cases (in the 94% percentile). Per MPEP § 714.14, a Quayle action indicates that all claims are allowable but formal matters remain. This examiner frequently uses Quayle actions compared to other examiners, which is a positive indicator that once substantive issues are resolved, allowance follows quickly.
Based on the statistical analysis of this examiner's prosecution patterns, here are tailored strategic recommendations:
Not Legal Advice: The information provided in this report is for informational purposes only and does not constitute legal advice. You should consult with a qualified patent attorney or agent for advice specific to your situation.
No Guarantees: We do not provide any guarantees as to the accuracy, completeness, or timeliness of the statistics presented above. Patent prosecution statistics are derived from publicly available USPTO data and are subject to data quality limitations, processing errors, and changes in USPTO practices over time.
Limitation of Liability: Under no circumstances will IronCrow AI be liable for any outcome, decision, or action resulting from your reliance on the statistics, analysis, or recommendations presented in this report. Past prosecution patterns do not guarantee future results.
Use at Your Own Risk: While we strive to provide accurate and useful prosecution statistics, you should independently verify any information that is material to your prosecution strategy and use your professional judgment in all patent prosecution matters.