Patent Registry & IP Setup

What this group does

Patent Registry & IP Setup is the master-data foundation of the add-on: the patent portfolio itself, the legal/fee rules per patent office, the technology classification scheme, and inventor rights configuration. Every other sub-group (FTO screening, literature synthesis, grants & valuation) reads or writes into these four ledgers.

Screen preview

A quick look at the screen. Use the toggle in the corner to switch between the dark and light themes.

Patent portfolio catalog with jurisdictions and valuation

1. Patent Portfolio Catalog

Purpose: The master ledger of every filed, pending and granted patent/utility model the tenant holds.

Ledger columns

• Patent title, application number, IPC classification
• Filing date, grant date (null while pending)
• Primary inventor, country code
• Protection status — granted / pending examination / lapsed / opposed
• Fair market value — null until synced from IP Valuation & Royalty

Gauge

Portfolio Maintenance Gauge — active protected (granted) patents vs. those approaching their renewal deadline (within 60 days of the anniversary of the grant date).

Key actions

• Create/edit a patent record; update protection status as a filing progresses
• Link a patent to an originating R&D project and/or commercial contract

Cross-screen integration

This is the landing point for two real conversions elsewhere in the add-on: Promote to Patent Filing from Invention Disclosure Review creates a new record here directly; Sync Valuation to Asset Ledger from IP Valuation & Royalty writes the estimated fair market value onto an existing record here. See Screen Workflows.

2. Legal Jurisdiction Setup

Purpose: The statutory rule and fee schedule ledger per patent office — TÜRKPATENT, EPO, USPTO, WIPO PCT.

Ledger columns

• Patent office, country code
• Priority right period (months), examination deadline (months), opposition window (months)
• Annual maintenance fee + currency (USD/EUR/TRY)
• Authority status (active / updated rules), next annuity due date

Gauge

Annuity Expiration Risk Gauge — jurisdictions with an upcoming or overdue renewal (within 45 days of the next annuity due date) vs. total tracked.

Key actions

• Add/edit a jurisdiction’s rule set as patent-office fee schedules change
• Schedule Annuity Payment — stores an Accounts Payable reference for a future Finance hookup to consume (see Screen Workflows)

3. Technology Taxonomy

Purpose: The IPC/CPC & internal R&D domain classification matrix — groups patents and projects by technology cluster (e.g. “Semiconductors”, IPC code H01L 21/02).

Ledger columns

• Classification code (IPC/CPC), domain name, assigned IP expert
• Associated project count
• Embedding status — indexed / pending / not indexed
• Mapping status — active / unmapped

Gauge

Technology Domain Density — mapped vs. unmapped clusters, weighted by total associated project count.

Key actions

• Create/edit a taxonomy cluster; assign the responsible IP expert
• Assign a cluster to a research paper (links into Research Paper Library once that record exists)

4. Inventor Rights Config

Purpose: Configures inventor compensation and rights policy — the contractual/statutory rules governing what an inventor is owed when their work becomes a patent.

Key actions

• Define/edit inventor rights and compensation policy records that other screens (e.g. valuation/royalty calculations) can reference

Pages in this section

• Overview
• Operational Setup & Master Data
• Domain Roles & Capabilities
• Screen Workflows
• Patent Prior Art & Freedom to Operate (FTO)
• Academic Literature & R&D Synthesis
• R&D Grants & Compliance Tracking
• Secure Data Sharing

Frequently Asked Questions