IP Library Granted Patent US 12,014,436
Granted Patent B2
US 12,014,436 · App. 17/038,616 · Granted Jun 18, 2024

Intellectual-property landscaping platform

Inventors: Lewis C. Lee (Atherton, CA); Michael John Tobias (Spokane, WA); Samuel Cameron Fleming (Spokane, WA); Jared Dirk Sol (Spokane, WA); Louise Janice Luvina Bowman (Redmond, WA); Jeffrey Brendan Ryan (Liberty Lake, WA); Scott Randolph Brewer (Sleepy Hollow, IL); John E. Bradley, III (Duvall, WA)
Assignee: AON RISK SERVICES, INC. OF MARYLAND
G06Q50/184G06F3/0482G06F3/0483G06F16/9035G06F16/9038G06Q40/06G06Q40/08
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,014,436
App. No.
17/038,616
Granted
Jun 18, 2024
Kind
B2
Abstract

Systems and methods for generation and use of intellectual-property (IP) landscaping platform architectures are disclosed. A landscaping component may be utilized to produce refined clusters of IP assets using user seeded searches in varying areas of interest, such as, for example, target technical fields, targeted publications, targeted products, and/or competitor entity portfolios. The landscaping component may be further utilized to produce an interactive graphical element including a spatial representation of the clusters of IP assets. The interactive graphical element may include various functionalities and/or information associated with the clusters of IP assets. An exposure assessment component may be utilized to assess the level of exposure associated with a targeted entity by analyzing a mapping between IP assets and allocated funds of the targeted entity, generate a score representing the level of exposure, make determinations as to insurance offerings and/or alter rates associated with the insurance offerings.

Claims (108)

1. A method comprising:

identifying a first entity having first intellectual-property assets;

generating, based at least in part on the first intellectual-property assets, data representing cluster result sets of the first intellectual-property assets, wherein individual ones of the cluster result sets are associated with varying levels of granularity and include clusters of the first intellectual-property assets, wherein:

a first cluster of the clusters includes at least:

a first number of the first intellectual-property assets; and

first keywords associated with the first number of the first intellectual-property assets, wherein the first keywords are based at least in part on first words included in first text portions associated with the first number of the first intellectual-property assets; and

a second cluster of the clusters includes at least:

a second number of the first intellectual-property assets; and

second keywords associated with the second number of the first intellectual-property assets, wherein the second keywords are based at least in part on second words included in second text portions associated with the second number of the first intellectual-property assets;

generating a graphical user interface (GUI) configured to display on a computing device, the GUI configured to display the cluster result sets proximal to an indication of a third number of the clusters included in the cluster result sets and receive at least a first input from the computing device;

receiving, via the GUI, first input data representing the first input, the first input data indicating selection of a first cluster result set of the cluster result sets;

for an individual cluster of the clusters included in the first cluster result set and based at least in part on the selection of the first cluster result set:

identifying a product or service offered by the first entity based at least in part on keywords associated with the individual cluster;

determining an amount of revenue associated with the product or service; and

determining a first level of exposure based at least in part on the first number of the first intellectual-property assets and the amount of revenue associated with the product or service;

determining a second level of exposure associated with the first entity based at least in part on the first level of exposure associated with individual ones of the clusters included in the first cluster result set; and

causing the GUI to display the first entity and the second level of exposure.

2. The method of claim 1 , further comprising:

generating an interactive graphical element including a first spatial representation of first clusters included in the first result set, the first spatial representation including first graphical indicators representing individual ones of the first intellectual-property assets included in the first clusters, wherein the individual ones of the first graphical indicators are distanced respective to one another based at least in part on a technical classification; and

causing the GUI to display the interactive graphical element.

3. The method of claim 2 , further comprising:

receiving, via the GUI, second input data representing a second input, the second input data indicating a selection of a first graphical indicator of the first graphical indicators;

identifying information associated with a first intellectual-property asset of the first intellectual-property assets that corresponds to the first graphical indicator, wherein the information includes at least one of:

the first level of exposure of the first clusters associated with the first graphical indicator;

the technical classification of the first intellectual-property asset;

a first product or service offered by the first entity and associated with the first clusters; and

the amount of revenue associated with the product or service; and

causing the GUI to display the information associated with the first intellectual-property asset based at least in part on receiving the second input.

4. The method of claim 2 , further comprising:

identifying portions of the first spatial representation of the first clusters having the first level of exposure exceeding a threshold level of exposure; and

causing the first spatial representation to include an indication of the portions, wherein the indication of the portions are represented by a shaded area included on the first spatial representation.

5. The method of claim 2 , further comprising:

generating a second graphical indicator representing a gap in coverage between individual ones of the first clusters;

identifying one or more first graphical indicators being within a threshold proximity of the second graphical indicator;

generating second keywords associated with the second graphical indicator based at least in part on the words included in the text portion of the first intellectual-property assets corresponding to the first graphical indicators being within the threshold proximity of the second graphical indicator; and

causing the interactive graphical element to display the second graphical indicator and the second keywords.

6. The method of claim 1 , further comprising:

associating the first entity with a first insurance grouping of insurance groupings based at least in part on the second level of exposure, individual ones of the insurance groupings including a coverage amount; and

wherein the GUI is further configured to display an indication of the first insurance grouping and a first coverage amount associated with the first insurance grouping.

7. The method of claim 1 , further comprising:

determining, for a first result set of the result sets, a first level of relevance based at least in part on the third number of the clusters included in the first result set and the product or service associated with the individual ones of the clusters included in the first result set;

determining, for a second result set of the one or more result sets, a second level of relevance based at least in part on a fourth number of the clusters included in the second result set and the product or service associated with the individual ones of the clusters included in the second result set;

determining that the first level of relevance is more favorable than the second level of relevance; and

adjusting the second level of exposure based at least in part on determining that the first level of relevance is more favorable than the second level of relevance.

8. The method of claim 1 , further comprising:

identifying historical data associated with the first entity based at least in part on a priority date associated with individual ones of the first intellectual-property assets and an expiration date associated with the individual ones of the first intellectual-property assets, the historical data indicating one or more trends associated with the first entity; and

wherein the second level of exposure is based at least in part on the historical data.

9. The method of claim 8 , further comprising:

identifying a first trend of the one or more trends, the first trend indicating a first change in the amount of revenue associated with the product or service over a period of time;

identifying a second trend of the one or more trends, the second trend indicating a second change in the first intellectual-property assets that are associated with the product or service over the period of time;

determining a change ratio associated with the first entity based at least in part on the first trend and the second trend, the change ratio indicating the first change in the amount of revenue with respect to the change in the first intellectual-property assets over the period of time; and

wherein the second level of exposure is based at least in part on the change ratio.

10. The method of claim 8 , wherein the historical data further indicates a litigation history associated with the first intellectual-property assets and the first level of exposure of the individual ones of the clusters is based at least in part on the litigation history of the first intellectual-property assets.

11. A system comprising:

one or more processors; and

one or more non-transitory computer-readable media comprising instructions that, when executed by the one or more processors, cause the one or more processors to perform operations comprising:

identifying a first entity having first intellectual-property assets;

generating, based at least in part on the first intellectual-property assets, data representing cluster result sets of the first intellectual-property assets, wherein individual ones of the cluster result sets are associated with varying levels of granularity and include clusters of the first intellectual-property assets, wherein:

a first cluster of the clusters includes at least:

a first number of the first intellectual-property assets; and

first keywords associated with the first number of the first intellectual-property assets, wherein the first keywords are based at least in part on first words included in first text portions associated with the first number of the first intellectual-property assets; and

a second cluster of the clusters includes at least:

a second number of the first intellectual-property assets; and

second keywords associated with the second number of the first intellectual-property assets, wherein the second keywords are based at least in part on second words included in second text portions associated with the second number of the first intellectual-property assets;

generating a graphical user interface (GUI) configured to display on a computing device, the GUI configured to display the cluster result sets proximal to an indication of a third number of the clusters included in the cluster result sets and receive at least a first input from the computing device;

receiving, via the GUI, first input data representing the first input, the first input data indicating selection of a first cluster result set of the cluster result sets;

for an individual cluster of the clusters included in the first cluster result set and based at least in part on the selection of the first cluster result set:

identifying a product or service offered by the first entity based at least in part on keywords associated with the individual cluster;

determining an amount of revenue associated with the product or service; and

determining a first level of exposure based at least in part on the first number of the first intellectual-property assets and the amount of revenue associated with the product or service;

determining a second level of exposure associated with the first entity based at least in part on the first level of exposure associated with individual ones of the clusters included in the first cluster result set; and

causing the GUI to display the first entity and the second level of exposure.

12. The system of claim 11 , the operations further comprising:

generating an interactive graphical element including a first spatial representation of first clusters included in the first result set, the first spatial representation including first graphical indicators representing individual ones of the first intellectual-property assets included in the first clusters, wherein the individual ones of the first graphical indicators are distanced respective to one another based at least in part on a technical classification; and

causing the GUI to display the interactive graphical element.

13. The system of claim 12 , the operations further comprising:

receiving, via the GUI, second input data representing a second input, the second input data indicating a selection of a first graphical indicator of the first graphical indicators;

identifying information associated with a first intellectual-property asset of the first intellectual-property assets that corresponds to the first graphical indicator, wherein the information includes at least one of:

the first level of exposure of the first clusters associated with the first graphical indicator;

the technical classification of the first intellectual-property asset;

a first product or service offered by the first entity and associated with the first clusters; and

the amount of revenue associated with the product or service; and

causing the GUI to display the information associated with the first intellectual-property asset based at least in part on receiving the second input.

14. The system of claim 12 , the operations further comprising:

identifying portions of the first spatial representation of the first clusters having the first level of exposure exceeding a threshold level of exposure; and

causing the first spatial representation to include an indication of the portions, wherein the indication of the portions are represented by a shaded area included on the first spatial representation.

15. The system of claim 12 , the operations further comprising:

generating a second graphical indicator representing a gap in coverage between individual ones of the first clusters, and the method further comprising:

identifying one or more first graphical indicators being within a threshold proximity of the second graphical indicator;

generating second keywords associated with the second graphical indicator based at least in part on the words included in the text portion of the first intellectual-property assets corresponding to the first graphical indicators being within the threshold proximity of the second graphical indicator; and

causing the interactive graphical element to display the second graphical indicator and the second keywords.

16. The system of claim 11 , the operations further comprising:

associating the first entity with a first insurance grouping of insurance groupings based at least in part on the second level of exposure, individual ones of the insurance groupings including a coverage amount; and

wherein the GUI is further configured to display an indication of the first insurance grouping and a first coverage amount associated with the first insurance grouping.

17. The system of claim 11 , the operations further comprising:

determining, for a first result set of the result sets, a first level of relevance based at least in part on the third number of the clusters included in the first result set and the product or service associated with the individual ones of the clusters included in the first result set;

determining, for a second result set of the one or more result sets, a second level of relevance based at least in part on a fourth number of the clusters included in the second result set and the product or service associated with the individual ones of the clusters included in the second result set;

determining that the first level of relevance is more favorable than the second level of relevance; and

adjusting the second level of exposure based at least in part on determining that the first level of relevance is more favorable than the second level of relevance.

18. The system of claim 11 , the operations further comprising:

identifying historical data associated with the first entity based at least in part on the first intellectual-property assets a priority date associated with individual ones of the first intellectual-property assets and an expiration date associated with the individual ones of the first intellectual-property assets, the historical data indicating one or more trends associated with the first entity; and

wherein the second level of exposure is based at least in part on the historical data.

19. The system of claim 11 , the operations further comprising:

identifying a first trend of the one or more trends, the first trend indicating a first change in the amount of revenue associated with the product or service over a period of time;

identifying a second trend of the one or more trends, the second trend indicating a second change in the intellectual-property assets that are associated with the product or service over the period of time;

determining a change ratio associated with the first entity based at least in part on the first trend and the second trend, the change ratio indicating the first change in the amount of revenue with respect to the change in the first intellectual-property assets over the period of time; and

wherein the second level of exposure is based at least in part on the change ratio.

20. The system of claim 11 , wherein the historical data further indicates a litigation history associated with the first intellectual-property assets and the first level of exposure of the individual ones of the clusters is based at least in part on the litigation history of the first intellectual-property assets.

Assignments (3)
CORRECTIVE ASSIGNMENT TO CORRECT THE INCORRECT APPLICATION NUMBER 18600587 TO 18600577 PREVIOUSLY RECORDED ON REEL 68257 FRAME 644. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded May 29, 2025
From: AON RISK SERVICES, INC. OF MARYLAND
To: MOAT METRICS, INC. DBA MOAT
Reel/Frame 071480/0571 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 9, 2024
From: AON RISK SERVICES, INC. OF MARYLAND
To: MOAT METRICS, INC. DBA MOAT
Reel/Frame 068257/0644 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 30, 2020
From: LEE, LEWIS C.; TOBIAS, MICHAEL JOHN; FLEMING, SAMUEL CAMERON; SOL, JARED DIRK; BOWMAN, LOUISE JANICE, LUVINA; RYAN, JEFFREY BRENDAN; BREWER, SCOTT RANDOLPH; BRADLEY, III, JOHN E.
To: AON RISK SERVICES, INC. OF MARYLAND
Reel/Frame 053933/0757 →
Continuity (1)
Related Publication 20220101464A1 · Mar 31, 2022