# US 12,008,670 B2 · Analytics generation for patent portfolio management > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,008,670 B2 - Document ID: US12008670B2 - Status: Granted - Kind: B2 - Application number: 17/877,553 - Filed: 2022-07-29 - Published: 2023-01-19 - Granted: 2024-06-11 - Earliest claimed: 2012-08-20 - Assignees: Black Hills IP Holdings, LLC - Applicants: Black Hills IP Holdings, LLC - Inventors: Steven W. Lundberg - Web page: https://patentgrep.com/patent/US12008670B2 ## CPC - G06Q 50/184: {Intellectual property management} - G06Q 10/10: Office automation; Time management - G06Q 40/06: Asset management; Financial planning or analysis - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Systems and methods for patent portfolio management and generation of analytics are described. A system comprises, for example, one or more modules. A first module is configured to combine data received from an official government source and from a docketing system. The data received may pertain to one or more assets of a patent portfolio. A second module is configured to generate a metric of the patent portfolio based on the combined data. The metric may measure a characteristic of the patent portfolio. A third module is configured to receive a request from a client device to display the metric. A fourth module is configured to, in response to the request to display the metric, display the metric in a user interface that includes one or more filtering elements that are selectable to request a filtering of the displayed metric. ## Claims ### Claim 1 A computer-implemented method for creating a new patent portfolio by a portfolio management system, the method comprising: generating a world map display element with indications of countries where at least one patent of the new patent portfolio has issued or at least one patent application of the new patent portfolio has been filed; identifying, for each country where the at least one patent has issued or the at least one patent application has been filed, a set of prior art documents related to the at least one patent or the at least one patent application for the respective country; identifying, for the respective set of prior art documents of each country, a set of prior art keywords; identifying a set of matter keywords for the at least one patent or the at least one patent application; determining, for each country, a set of unique keywords based on keywords appearing uniquely in the set of matter keywords compared to the respective set of prior art keywords; displaying, in a user interface element, an image of the world map display element, wherein countries on the map are highlighted corresponding to the indications, and wherein for each highlighted country the respective set of unique keywords is displayed; and in response to receipt of user input via a user interface, creating a country specific patent portfolio corresponding to the respective country including the at least one patent that has issued for that country or the at least one patent application that has been filed for that country and the respective set of unique keywords. ### Claim 2 (depends on 1) The method of claim 1, further comprising: in response to creation of the new patent portfolio, identifying at least one patent or patent application related to a profile within the patent portfolio management system; automatically assigning a name for the new patent portfolio using a profile identifier and at least one of a patent owner name, an inventor name, or a region name; creating the new patent portfolio with the automatically assigned name within the patent portfolio management system; and adding the identified at least one patent or patent application related to the profile to the new patent portfolio. ### Claim 3 (depends on 2) The method of claim 2, wherein the profile is based on an inventor or a patent owner. ### Claim 4 (depends on 2) The method of claim 2, wherein the profile is based on a patent. ### Claim 5 (depends on 1) The method of claim 1, wherein creating the new patent portfolio further comprises generating analytics to be included in the new patent portfolio. ### Claim 6 (depends on 5) The method of claim 5, further comprising: automatically generating the analytics upon selection of a second user interface element. ### Claim 7 (depends on 2) The method of claim 2, further comprising generating, for display, a confirmation graphical user interface including an indication of creation of the new patent portfolio and the automatically assigned name. ### Claim 8 A patent portfolio management system comprising: at least one processor; and memory including instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to: generate a world map display element with indications of countries where at least one patent of a new patent portfolio has issued or at least one patent application of the new patent portfolio has been filed; identify, for each country where the at least one patent has issued or the at least one patent application has been filed, a set of prior art documents related to the at least one patent or the at least one patent application for the respective country; identify, for the respective set of prior art documents of each country, a set of prior art keywords; identify a set of matter keywords for the at least one patent or the at least one patent application; determine, for each country, a set of unique keywords based on keywords appearing uniquely in the set of matter keywords compared to the respective set of prior art keywords; display, in a user interface element, an image of the world map display element wherein countries on the map are highlighted corresponding to the indications, and wherein for each highlighted country the respective set of unique keywords is displayed; and in response to receipt of user input via a user interface, create a country specific patent portfolio corresponding to the respective country including the at least one patent that has issued for that country or the at least one patent application that has been filed for that country and the respective set of unique keywords. ### Claim 9 (depends on 8) The patent portfolio management system of claim 8, further comprising instructions that, when executed by the at least one processor, cause the at least one processor to perform operations to: in response to creation of the new patent portfolio, identify at least one patent or patent application related to a profile within the patent portfolio management system; automatically assign a name for the new patent portfolio using a profile identifier and at least one of a patent owner name, an inventor name, or a region name; create the new patent portfolio with the automatically assigned name within the patent portfolio management system; and add the identified at least one patent or patent application related to the profile to the new patent portfolio. ### Claim 10 (depends on 9) The patent portfolio management system of claim 9, wherein the profile is based on an inventor or a patent owner. ### Claim 11 (depends on 9) The patent portfolio management system of claim 9, wherein the profile is based on a patent. ### Claim 12 (depends on 8) The patent portfolio management system of claim 8, wherein the instructions to create the new patent portfolio include instructions to generate analytics to be included in the new patent portfolio. ### Claim 13 (depends on 12) The patent portfolio management system of claim 12, further comprising instructions to: automatically generate the analytics upon selection of a second user interface element. ### Claim 14 (depends on 9) The patent portfolio management system of claim 9, further comprising instructions to generate, for display, a confirmation graphical user interface including an indication of creation of the new patent portfolio and the automatically assigned name. ### Claim 15 A non-transitory machine-readable medium comprising instructions that, when executed by one or more processors of a machine, cause the machine to perform operations comprising: generating a world map display element with indications of countries where at least one patent, of a new patent portfolio in a patent portfolio management system, has issued or at least one patent application of the new patent portfolio has been filed; identifying, for each country where the at least one patent has issued or the at least one patent application has been filed, a set of prior art documents related to the at least one patent or the at least one patent application for the respective country; identifying, for the respective set of prior art documents of each country, a set of prior art keywords; identifying a set of matter keywords for the at least one patent or the at least one patent application; determining, for each country, a set of unique keywords based on keywords appearing uniquely in the set of matter keywords compared to the respective set of prior art keywords; displaying, in a user interface element, an image of the world map display element, wherein countries on the map are highlighted corresponding to the indications, and wherein for each highlighted country the respective set of unique keywords is displayed; and in response to receipt of user input via a user interface, creating a country specific patent portfolio corresponding to the respective country including the at least one patent that has issued for that country or the at least one patent application that has been filed for that country and the respective set of unique keywords. ### Claim 16 (depends on 15) The non-transitory machine-readable medium of claim 15, further comprising instructions that, when executed by the one or more processors of the machine, cause the machine to perform operations comprising: in response to creation of the new patent portfolio, identifying at least one patent or patent application related to a profile within the patent portfolio management system; automatically assigning a name for the new patent portfolio using a profile identifier and at least one of a patent owner name, an inventor name, or a region name; creating the new patent portfolio with the automatically assigned name within the patent portfolio management system; and adding the identified at least one patent or patent application related to the profile to the new patent portfolio. ### Claim 17 (depends on 16) The non-transitory machine-readable medium of claim 16, wherein the profile is based on an inventor or a patent owner. ### Claim 18 (depends on 16) The non-transitory machine-readable medium of claim 16, wherein the profile is based on a patent. ### Claim 19 (depends on 15) The non-transitory machine-readable medium of claim 15, wherein the instructions for creating the new patent portfolio include instructions for generating analytics to be included in the new patent portfolio. ### Claim 20 (depends on 19) The non-transitory machine-readable medium of claim 19, wherein the instructions causing the machine to perform operations further comprises: automatically generating the analytics upon selection of a second user interface element.