Introduction
The Pavis Integration within Equinox Corporate+ (EC+) enables users to manage patent, utility model and design renewals directly through automated communication with the Pavis API. It supports both manual single renewals and automated standing renewals, while ensuring full traceability and synchronization of payment statuses, receipts, and next renewal creation.
This guide explains standard user operations, covering all business rules, field mappings, Application Programming Interface (API) calls, and process flows.
The Pavis Integration in EC+ operates automatically by design. All data transmissions, status updates, and receipt imports are processed seamlessly in the background through scheduled API calls and system jobs. Users only need to provide the instruction in the interface and correct any data discrepancies. Definitions
| Concept | Definition |
| Pavis | Pavis, a Questel Company is the leading European service provider in the field of intellectual property and currently handles more than 700,000 IP rights for 1,800 clients worldwide. |
| Single Order | One-time instruction to process a specific renewal term for a specific asset/jurisdiction. |
| Standing Order | Ongoing authorization for Pavis to maintain future renewals automatically for the specific asset/jurisdiction until revoked or end-of-life. |
Functional Overview
| Features | Description |
|---|---|
| Onboarding Process | Provide a portfolio extract in Pavis XML format to the Pavis onboarding team. |
| Pavis Configuration | Configure client preferences:
|
| Reboarding | For existing Pavis clients: retrieve current renewals via batch import and create them in EC+. |
| Weekly Batch | Send new cases to Pavis and create renewals with renewal date, grace period, and price information. |
| Manage Instructions in Bulk | Use the Renewals List View to update instructions for multiple renewals at once. |
| Manage Instructions Individually | Update the Instruction field directly on the renewal record. |
| Access Pavis Error Messages | View renewals where Renewal Status = Pavis Error. |
| Access Technical Logs | Review API requests sent to and received from Pavis. |
| Manage Instruction Period | Instruction window opens when:
And closes upon the configurable instruction deadline |
| Manage Grace Period – Single Orders | Allow renewal instructions after the official renewal date. If the case was abandoned before, status is switched back to Granted. |
| Manage bibliographic changes | When the user changes any of the bibliographic data expected by Pavis, the system checks for any current order and cancels it (depending on the status), and sends a new instruction. |
| Standing Orders (Patents & Designs) | Default renewal status = Set to Renew. Clients may update instructions to Do Not Pay. |
| Single Orders (Patents, Designs & Trademarks) | Default renewal status = To Be Decided. Instruction required during instruction period:
|
| Status Updates | Renewal status and price information is updated weekly via Pavis API. |
| Renewal Completion & Cloning | When the renewal is Completed by Pavis, the final price is updated and a new renewal is created for the next period, with the following status:
|
| Download Receipt | Final payment receipt available in the Files section of the renewal record and on the case level. |
| Cancel an Order | “Cancel Current Order” button available on renewal page. |
| Abandon a Case | If an open order exists: cancel the order, then update case to Abandoned. |
| Delete a Case | If an open order exists: cancel the order, then delete the case. |
| Change the annuity provider | "Payment managed by" is changed to a value other than "Pavis" If an open order exists: the order is canceled (depending on the status) |
| Change Type of Order | From Standing Order to Single Order, or vice versa. If an open order exists: cancel it, then resend the case to Pavis. |
Integration Workflow
| Action | Direction | When | Further information |
| Retrieval of due date and price information | Pavis to EC+ | Weekly, automatic process | Retrieval of due date and price information |
| Data checks and error handling | Pavis to EC+ | Weekly, automatic process | Error Management & Renewal Requests |
| Transfer of new case details | EC+ to Pavis | Weekly, automatic process | Retrieval of due date and price information |
| Transfer of updated case details | EC+ to Pavis | Weekly, automatic process | Transferring Instructions - Single Orders Transferring Instructions - Standing Orders |
| Transfer of instructions | EC+ to Pavis | Single orders - immediately when instruction input if due date within 6 months (patents and designs) and 1 year (trademarks) Standing orders - no renew instruction necessary | Transferring Instructions - Single Orders Transferring Instructions - Standing Orders |
| Retrieval of final costs | Pavis to EC+ | Automatically when the renewal has been completed by Pavis | Receiving final costs, payment receipt and start next renewal cycle |
| Retrieval of payment receipt (when receipt is available for the country) | Pavis to EC+ | Automatically when the renewal has been completed by Pavis | Receiving final costs, payment receipt and start next renewal cycle |
| Completion of renewal | Pavis to EC+ | Automatically when the renewal has been completed by Pavis | Receiving final costs, payment receipt and start next renewal cycle |
| Next renewal creation | EC+ to Pavis | Automatically when the renewal has been completed by Pavis | Receiving final costs, payment receipt and start next renewal cycle |
Integration Setup Process
You must be onboarded as a Pavis client before you are able to use the integration. During the integration onboarding, PAVIS will check exports of your data to ensure the data contains the required information and is in a suitable format. For more information on the data requirements, refer to Pavis Data Requirements. After the Pavis data onboarding has been completed, your solution engineer will activate the integration in EC+.