Plaid Technologies Inc. v. Yodlee, Inc. (PTAB 2016)

In a recent decision, the Patent Trial and Appeal Board (PTAB) denied the institution of a covered business method (CBM) patent review on an Internet Portal System patent because the claims lacked any recitation of a financial product ornancial activity.

The decision serves well to inform petitioners that the focus for CBM decisions is fi becoming more on the claim language itself, in contrast to some earlier decisions by the Board where a liberal reading and interpretation of the patent in general was allowed to institute a CBM trial.

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