Getting the Most out of your Patricia
Installation
PUG 2016
April 3rd - 5th
PUG 2016. Budapest, Hungary
April 3rd – 5th
Why do we do this?
• Otto: http://www.pckip.com/otto
• Patricia platform is well thought out
• Database structure
• Archived file directory structure
• Client/server architecture
• Security/responsibility
• Leverage existing structure
• Extend
• Improve interactivity
• Integrate
PUG 2016. Budapest, Hungary
April 3rd – 5th
How do we do this?
• Integration with existing Patricia infrastructure
• Direct database reads/writes
• Direct file reads/writes to archived documents
• Mimic Patricia functionality
• Both interactive and non-interactive programming
• Web-based portals (billing, reports)
• Thick client based tools (Outlook Add-In)
• Automated tools (pckdocs, patent scraper)
PUG 2016. Budapest, Hungary
April 3rd – 5th
What do we do?
1. Web-based billing system
• Middleware between Patricia and NetSuite
• Allows for Clerk->Professional approval process
• Allows for ad hoc trust and discount application
• Web-based timer widget
• Automated invoice sending in PDF (w/previews)
• Uses combination of Patricia and custom DB
• Leverages Patricia workflows, terms lists
• Demo of maintenance fee payment
PUG 2016. Budapest, Hungary
April 3rd – 5th
What do we do? (cont’d)
2. Patent scraper
• Utilizes EPO OPS API
• Nightly scanning/downloading of publications
• Follows Patricia workflows
• Updates diary fields, dockets publications
• Also scrapes CIPO for maintenance fee payment
confirmation
PUG 2016. Budapest, Hungary
April 3rd – 5th
What do we do? (cont’d)
3. Sortspoke
• Semi-automatic docketing
• Very generic
• Scanned documents are OCRed using AI
• Automated system validates data
• Updates diary fields, dockets document to
•
Patricia Documents tab, emails relevant parties
Advances to reporting term which PCKDocs will
deal with automatically
PUG 2016. Budapest, Hungary
April 3rd – 5th
What do we do? (cont’d)
4. Automated citation copier and IDS preparation
• Automatically copies citations to related cases
• Follows country-specific logic
• Assembles the IDS submission documents
• Notifies professional for electronic signature
• Notifies clerk with term with attached
documents
PUG 2016. Budapest, Hungary
April 3rd – 5th
What can YOU do?
• Database integration
• Structure is easy to learn
• Keys are easy to follow, adhere to
• SQL Server allows for adding UDF, SP easily
• File integration with docs tab/citations
• Deriving locations is simple
• Mainly one DB table to reference
• Link between terms and documents obvious
PUG 2016. Budapest, Hungary
April 3rd – 5th
Thank you