TABLE OF CONTENTS

• New Features
  • Docketing Improvements
    • Law Engine: Auto Close Tasks
    • Status Automation Based on Prosecution Dates
  • Case Links: Priority Links on Family
  • Mass Update
  • Pavis Renewals Integration
    • Grace Period Date Integration
    • SPC Field Mapping in Import Calls
    •  Country Validation for SPC Patent Creation
  • Patent PTO Comparison: improvements
    • Bulk Management of PTO Comparison Suggestions
    • Improved Handling of Multiple Matches in PTO Connection Status
    • Automatic Population of Patent Links via APID
    • Auto-Cleanup of Country Prefixes on iOrbit Numbers
    • Check Digit Calculation for Specific Patent Countries
  • Trademark International Extension Workflow: Copy WO data
• Bugs

New Features

Docketing Improvements

Law Engine: Auto Close Tasks

This feature helps you quickly clean up open tasks when a Patent, Trademark, or Design case is marked as dead. When enabled, the system will prompt you to close all open tasks for that case — saving you from manual task-by-task updates. 

How It Works

Feature Toggle (Admin action)

The option is controlled in:

Setup → Custom Settings → Docketing Configuration → Task auto closing when case is dead

• Checked = Feature is active

• Unchecked = Feature disabled (no popup appears)

• Enabled by default.
  

Trigger Conditions

The confirmation popup appears when:

• The case Is Alive = False (i.e., status changed to Dead)

• There is at least 1 open task linked to the case

• The feature toggle is enabled

Popup Display

• Message example:

  “Your case PAT456ST is now marked as dead. Do you want to close 3 open tasks?”

• Two action buttons:

  • Close All Tasks → Marks all open tasks as Done

  • Keep Tasks Open → Leaves tasks unchanged

Status Automation Based on Prosecution Dates

Equinox Corporate+ now supports automatic updates of the case status for Trademarks, Patents, and Designs based on key prosecution events (e.g., application, publication, registration, grant, abandonment). This automation ensures accurate status progression without manual input, reducing the risk of oversight.

How It Works

Feature Toggle (Admin action)

The option is controlled in:

• Setup → Custom Settings → Docketing Configuration → Case Status Automation
• 
  

  • Checked = Feature is active

  • Unchecked = Feature disabled (no popup appears)

  • Enabled by default.

Trademarks 

• Order of Status Update: Pending → Published → Registered

• Status not updated if current status is: Abandoned, Refused, Transferred, or Closed

Patents

• Order of Status Update: Pending → Granted → Abandoned

• Status not updated if current status is: Abandoned, Expired, Lapsed, or Revoked

Designs

• Order of Status Update: Pending → Granted → Abandoned

• Status not updated if current status is: Abandoned, Expired, Lapsed, or Revoked

Case Links: Priority Links on Family

Case Links – New Automation for Priority Fields on Families

We’ve enhanced the Case Links feature with a new automation that calculates priority-related fields on the family level for Patents, Trademarks, and Designs.

How it works:

• Scans all family members to find links to priority applications.

• If multiple priorities are found, selects the one with the earliest application date.

• Uses this application to populate the family’s Patent/Trademark/Design Priority Date and Priority Patent/Trademark/Design fields.

Why this matters:

• Works with any type of filing to identify all priority applications.

• Supports priorities outside the family, including Third Party Right applications.

Activation:
This automation replaces the older process (from before Case Links was introduced). It’s configurable and by default it is inactive. Please contact your Solution Engineer to enable it.

Setup → Custom Settings → Docketing Configuration → Multiple Priority Application Automation

Automatically populated fields on Patent Family:

Mass Update

The Mass Update feature enables Admin and Standard Users to efficiently update field values across multiple records — either directly on the current object (e.g., Patent) or on related records (e.g., Entity, Inventor). It leverages current list views and ensures updates are processed in batches with error-handling and reporting.

Use Cases

• Update “Managing Associate” across 1,000 patents.

• Change “Ownership Type” on all Entities linked to selected patents.

• Modify Application Dates for filtered trademarks.

Where You’ll Find It

• List Views for all core objects:

  • Family, Patent, Design, Trademark, General Matter, Invention Disclosure, Conflict, Contact, Account, Task, Invoice, Invoice Line, Renewals, Third Party Right

• Button Label: “Mass Update”

Select Records

• If records are selected in the list: the update will apply only to these.

• If no selection, the entire list view filter scope is used.

You can choose to update:

• The current object

• A related object (e.g., Entity, Inventor, Goods & Services)

  • You can choose the direction of the relation
    • Parent (Family, Invoices...)
    • Child (Entities, Inventors, Goods and Services, Case links...

Optional Filter on Current Value

Check the box “Add a filter on the current value” if you want to:

Review Summary

• Confirms object, field, record count.

• Shows:

  • Current Value → New Value (if a filter was applied)

  • New Value only (if no filter used)

Error Reporting 

After each mass update, you will receive an in-app notification upon completion. A detailed email report will also be sent, listing the status of each record. If any errors occur, the report will include the corresponding error messages.

Pavis Renewals Integration

Grace Period Date Integration

The field "Final Due Date (Grace Period)" on the Renewal object is now automatically populated using the PAVIS API response.

• The system fetches the payment term linked to the maximum delay (e.g., 6 months grace).
• This ensures better visibility on the final actionable date for annuity payments.

SPC Field Mapping in Import Calls

Equinox now supports SPC field mapping in all relevant PAVIS calls: P, N, L, and Z.

Key Functions:

• Sends <spc_startdate> and <spc_enddate> in the API payload

• Automatically calculates SPC End Date based on:

  • SPC Start Date

  • Marketing Authorisation Date

  • Parent Patent Date

• Supports Paediatric Extension (adds 6 months)

• Validation rules ensure:

  • Max duration of 5 years

  • Extension only when criteria are met

 Country Validation for SPC Patent Creation

A trigger validation has been added to enforce that SPC patents can only be created for the following 28 countries (see detailed in the associated Jira ticket)

Patent PTO Comparison: improvements

Bulk Management of PTO Comparison Suggestions

Knowledge base article

You can now review and act on multiple PTO data suggestions in bulk directly from the PTO Comparison Manager. This speeds up validation and improves productivity for users managing high volumes of patent data updates. Go to the App launcher and access the "PTO Comparison Manager" page:

Key Features

• Grouped by Family or patent: Suggestions are displayed under each related Family with a count of Pending items or at the patent level.

• Current vs Suggested Values: Easily compare existing data with proposed updates from PTO sources.

• Search and filter : 
  • Search any patent reference or title
  • Filter by suggested fields, country, and manage the sort-by

• Bulk Action Buttons:

  • ✅ Accept All – Apply all suggestions within a family.

  • ❌ Decline All – Reject all suggestions within a family.

  • ? Uncheck All – Reset decisions to undecided.

• Manual Control Per Field:

  • Use dropdowns to accept or decline individual suggestions for each data field (Application Date, Publication Number, etc.).

Improved Handling of Multiple Matches in PTO Connection Status

A new status value “Multiple Matches Found” has been added to the PTO Connection Status field. If several potential PTO matches are detected and the Pending Connection checkbox is checked, the status will now clearly indicate that multiple candidates exist — helping users resolve connection ambiguity faster.

Automatic Population of Patent Links via APID

When parsing iOrbit data, key external links — Permalink, Register Link, and Latest Publication (PDF) — are now directly written to the Patent record, without generating update suggestions.This enhancement improves the accuracy and immediacy of patent data linkage, eliminating redundant batches and streamlining the update flow.

Auto-Cleanup of Country Prefixes on iOrbit Numbers

For Application, Publication, and Grant numbers returned by iOrbit, any leading country code (e.g., "US", "EP") is now automatically stripped before saving. This ensures cleaner, standardized number formatting across the platform, reducing duplication and improving match reliability.

Check Digit Calculation for Specific Patent Countries

Application numbers retrieved from iOrbit for EP, DE, CN, and BR are now automatically completed with a check digit, forming a format like 12345678.9. This digit is dynamically calculated based on each authority’s rules and ensures consistency with official PTO standards. The logic is embedded in the update suggestion batches and handled by a new CheckDigit class for maintainability.

Trademark International Extension Workflow: Copy WO data

We have updated our Trademark Extension Workflow to make it more efficient when extending your first filing internationally.

How it works:

• Add the Application Date, Application Number, and Status in the WIPO line.

• Upon saving, the system will automatically populate the same information into each designation listed.

Note: This applies only to initial WIPO registrations.

Bugs