Office Action Response Assistant [Lite+Shells and Pro+Shells versions] 

ClaimMaster provides a helpful OA  Response Assistant tool for quickly preparing Office Action responses. The tool allows you to browse and insert OA rejection summaries, predefined boilerplate entries, replacement fields,and claims into the text of the Office Action response draft. Notably, when you generate a shell response using ClaimMaster's shell tool, various information related to the Office Action will be stored with the shell metadata, allowing you to access it from the Office Action response tool.



Getting Started

  • From the ClaimMaster Ribbon, click on the USPTO Office Actions, Shells, and Forms menu, then select Office Action Response Assistant:



Feature Options

You will be presented with the following window, that will help you quickly prepare an Office Action response.  In general, the OA Response Assistant has several sections, each under a separate tab:



Click on any of the links below to go to the help for the specific section:


    1. Office Action Summary section
    2. Boilerplate Entries section
    3. Replacement Data section
    4. Claims section 




1.        Office Action Summary section


This tab of the OA Response Assistant lets you review the summary of the Office Action.  OA Response Assistant loads this information from the metadata stored with the shell, if it was prepared using ClaimMaster.



    1. Shows the hierarchical representation of rejections/objections/allowances will be shown in the Overview tab. For each rejection, the view shows the rejection type (i.e., 101, 102, 103, double patenting, etc) and the numbers of rejection claims. In addition, for each rejection, the view provides a list of references for that rejection. When you right-click on the prior art, you can open a PDF file for that reference (if it's a patent/publication). 
    2. When you click this button, the software will download PDF copies of the prior art references used in the rejections in the Office Action to the specified save location (item 10). Only the references used within rejections are downloaded from the US/EPO sites.  
    3. This table lists all US/EPO references identified and downloaded by the software.  You can select multiple files by dragging the mouse across each row or using Shift/control keys + left click.
    4. These buttons allow you to print, email, or open one or more of the selected prior art references & the annotated Office Action in the table on the left side.
    5. The "Save Settings" tab lets you specify various save options for the downloaded prior art documents (e.g., save directory location or preferred file names for the documents):



      1. Here you can specify the directory where you'd like to store the downloaded prior art.
      2. Here you can specify a custom file naming template for the downloaded prior art using replacement text fields that will be replaced with the actual bibliographic/date information for each generated form.  For example, "[APPNUM]_[FORMNAME]_[DATE]" or any other combination of the available fields.  Please take care not to use characters in your template that are forbidden by Windows in file paths, such as * " / \ [ ] : ; | ,. The following replacement fields can be used in the file naming template:
      • [APPNUM] - application number
      • [REFNUM] - reference patent/publication #
      • [REFNAME] - reference name (i.e., first inventor), in all caps
      • [Refname] -  reference name (i.e., first inventor), with only the 1st letter capitalized

       

2.        Boilerplate Entries section

This tab of the OA Response Assistant lets you select from the various available boilerplate entries to insert into the document.  Boilerplate entries can contain various replacement fields that will be populated with data (if available) upon their insertion into the document.



    1. Pressing this button will open  the common boilerplate document storing all boilerplate entries. For more information on configuring boilerplate entries, click here.
    2. Pressing this button reloads boilerplate entries from the common boilerplate document.
    3. You can filter boilerplate entries by their names/types to make it easier to find the relevant entries.
    4. You can filter boilelrplate entries by text appearing in their names to make it easier to find the relevant entries.  To remove all filters, click on the "Clear" button.
    5. This table shows the filtered view of the available boilerplate entries.  Select one and then click on the "Insert Select Item" button to insert the text of the boilerplate into the document.  You can also right-click on the selected entry and choose the "paste" menu option to insert the text of the selected item into the document.
    6. If this checkbox is enabled then the preview of the boilerplate text will be shown with the fields replaced with available bibliographic/OA data (if such data is available).
    7. This text field provides the preview of the text that will be added to the document when the boillerplate entry is added to the document. 
    8. Press this button to insert the selected boilerplate entry into the document.  You can also right-click on the selected entry and choose the "paste" menu option to insert the text of the selected item into the document.

3.        Replacement Data section

This tab of the OA Response Assistant lets you insert various replacement fields into the open OA shell document.



    1. Enter the application or patent number in this field.  You can also select a value from all of the entries loaded in the biblio cache using a pull-down menu.
    2. Press this button to download bibliographic information for the specified application number (item #1) from Patent Center, as specified in item # 1. 
    3. Press this button to set the biblio data source settings.
    4. Press this button to view the download log for the biblio data.
    5. If this checkbox is selected, ClaimMaster will proceed to download the bibliographic data directly from Patent Center rather than loading it from biblio cache.  The newly downloaded bibliographic data for this application will then be stored in cache. 
    6. Various bibliographic replacement fields in this table will be filled in when "lookup biblio data" button (item #2) is clicked. 
    7. Here you can specify whether to capitalize inventor/examiner/applicant names and title in the replacement fields. You can choose to keep the original capitalization, initialize first letters in each word, or capitalize all words.
    8. Use these buttons to edit, delete, or add new fields to the table above.
    9. Click this button to configure/edit custom replacement fields.
    10. This text field provides the preview of the text that will be added to the document when the replacement field is added to the OA response. 
    11. Press this button to insert the selected replacement field into the document.  You can also right-click on the selected entry and choose the "paste" menu option to insert the text of the selected item into the document.


4.        Claims section

This tab of the OA Response Assistant lets you easily load and insert claim limitations into the open shell document.



    1. Press this button to load the claims from the currently open Word document into the OA Response Assistant tool.
    2. Press this button to load the claims from another Word document into the OA Response Assistant tool.
    3. If this checkbox is selected, then only independent claims and their limitations will be shown the view. Otherwise, all claims will be shown.
    4. If this checkbox is selected, limitations will be inserted in the document inside quotes.
    5. The claim tree shows the filtered set of parsed claims, broken up into individual limitations.  You can click on the individual claim limitations to select and insert them into the open document.
    6. This text field provides the preview of the text that will be added to the document when the claim limitation is added to the OA response. 
    7. Press this button to insert the selected claim limitation into the document.  You can also right-click on the selected entry and choose the "paste" menu option to insert the text of the selected item into the document.