Introduction
The Pavis Integration within Equinox Corporate+ (EC+) enables users to manage patent, trademark 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 renewal cloning.
This guide explains both standard user operations and administrator configuration, covering all business rules, field mappings, API calls, and process flows.
The Pavis Integration in Equinox Corporate+ 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 instruct in the interface and correct any data discrepancies. 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 Equinox Corporate+. |
| Weekly Import Batch | Import new cases into 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 Connect. |
| Manage Instruction Period | Instruction window opens when:
Until 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 biblio changes | When the user changes one of the biblio data expected by Pavis. The system checks for any current oder and cancel it (depending on the status) and send 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) | Instruction required during instruction period:
|
| Status Updates | System updates renewal status and price information weekly via Pavis API. |
| Renewal Completion & Cloning | When renewal is marked Completed by Pavis, the system updates the final price and clones the renewal 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 Pavis is enabled and an open order exists: cancel the order, then update case to Abandoned. |
| Delete a Case | If Pavis is enabled and an open order exists: cancel the order, then delete the case. |
| Change the annuity provider | If the client updates the "Payment managed by", the system checks for any open order and cancel it (depending on the status) |
| Change Type of Order | If an open order exists: cancel it, then send a new import request with the updated order type. |
Integration Workflow
| Action | Direction | When | Further information |
| Retrieval of due date and price information | PAVIS to Equinox | Weekly, automatic process | Retrieval of due date and price information |
| Data checks and error handling | PAVIS to Equinox | Weekly, automatic process | Error Management & Renewal Requests |
| Transfer of new case details | Equinox to PAVIS | Weekly, automatic process | Retrieval of due date and price information |
| Transfer of updated case details | Equinox to PAVIS | Weekly, automatic process | Transferring Instructions - Single Orders Transferring Instructions - Standing Orders |
| Transfer of instructions | Equinox 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 Equinox | Automatically when the renewal has been completed by PAVIS | Receiving final costs, payment receipt and start next renewal cycle |
| Retrieval of payment receipt | PAVIS to Equinox | Automatically when the renewal has been completed by PAVIS | Receiving final costs, payment receipt and start next renewal cycle |
| Completion of renewal | PAVIS to Equinox | Automatically when the renewal has been completed by PAVIS | Receiving final costs, payment receipt and start next renewal cycle |
| Next renewal creation | Equinox 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, please see article PAVIS Data Requirements. After the PAVIS data onboarding has been completed, your solution engineer will activate the integration on your system.