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Patent & Trademark Examination Workflow glossary

Terms used in Patent & Trademark Examination Workflow and its documentation.

Applies to Patent & Trademark Examination Workflow as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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Terms used in Patent & Trademark Examination Workflow and its documentation.

TermMeaning
Prior artPatent documents and other publications that may show a claimed invention was already known.
Cited referenceA document or mark the examiner recorded from their own search, with their relevance decision.
Relied onThe stage of a cited reference the examiner relies on in an office action.
Effective filing dateThe earliest effective filing or priority date of a patent application; references dated on or after it are flagged for checking.
Office actionA communication from the examiner to the applicant, drafted here from a template and issued through the office's case system.
Response periodThe months the applicant has to respond to an action, set by a product administrator for each action type.
Unpublished applicationAn application visible only to its examiner, its examination team and product administrators.
Examination teamThe people besides the examiner who may open an unpublished application.
Search recordOne search the examiner, a specialist or the office's search tool ran, kept as part of the application's search history.
Claim chartThe application's claim elements set against the passages of the references relied on.
SuggestionA reference the office's search tool sent through the Work API, waiting for the examiner's decision.
Quality reviewA review of an application's search and office action by someone other than its examiner.
Sound codeA Soundex code of a mark after folding common spellings, used as an aid to spot marks that sound alike; not a similarity decision.
Claim treatmentWhat an office action does with each claim (rejected, objected to, allowed, withdrawn from consideration or cancelled), recorded by the examiner and compared with the application's pending claims.
Form paragraphA numbered paragraph of your office's approved text that an examiner adds to a draft office action.
InterviewA discussion with the applicant or their representative about an application, recorded with its substance and outcome and locked once made of record.
Notice of references citedThe list of references cited with an office action: those relied on, and those considered but not relied on.
ExtensionA later response due date recorded on an issued office action with the reason, kept with the earlier date.

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