Covered Business Method Review

According to the AIA, a Covered Business Method patent involves a method or corresponding apparatus for performing data processing or other operations used in the practice, administration, or management of a financial product or service. Covered Business Method patents under the AIA, however, exclude technological inventions with a novel and unobvious technological feature that solves a technical problem using a technical solution.
Covered Business Method (CBM) Review is distinct from Post-Grant Review and other post-grant proceedings in that:
  • Only a party who is sued or charged with infringement of a Covered Business Method patent may petition for review, which is generally a party with standing to bring a declaratory judgment action in federal court.
  • One may not petition for Covered Business Review within nine months following the issuance of a patent subject to first-inventor-to-file provisions; in situations involving first-to-invent patents, Covered Business Method review may be sought within the first nine months.
  • A petitioner in a Covered Business Method review of a patent granted under the first-inventor-to-file provisions of the AIA may request to cancel as unpatentable one or more claims of a covered business method patent on any grounds, but limited prior art applies for first-to-invent patents.
  • Estoppel following a Covered Business Method review is less extensive than a Post-Grant Review – Covered Business Method review estoppel is limited to those grounds actually raised in the proceeding, but the petitioner is not foreclosed from asserting in a later action any grounds that reasonably could have been raised during the Covered Business Method review.
  • Pursuant to AIA provisions, Covered Business Method review is available only until September 2020.

Covered Business Method Review Process:

review process

Strategy & Foresight

Brooks Kushman understands the intricacies and implications of post-grant challenges, how to staff such matters, what resources to deploy, and the technical issues at the heart of each matter. Our attorneys know what it takes to vigorously represent our clients and prevail in such administrative proceedings and coordinate efforts with possible parallel district court litigation and on appeal, recognizing the impact a decision can have on a patent portfolio, market opportunities, and the bottom line. At the same time, our prosecution team works closely with our clients to develop and implement client-specific strategies to help insulate a patent portfolio from a post-grant challenge. In conjunction with our Patent Searchers, we can track related post-grant proceedings, monitor patent filings from our clients’ competitors, and search for and examine relevant prior art—to anticipate potential future challenges and institute proactive measures to minimize any potential risk. In view of the changing landscape and complex and competing interests at play, Brooks Kushman is able to leverage its depth of experience in all facets of IP, to help our clients’ maintain competitive advantage.

    • Brooks Kushman Earns Gold Honors in Patent 1000 Listing
      Monday, June 09, 2014

      SOUTHFIELD, Mich. – Brooks Kushman, intellectual property and technology law firm, is now listed in Intellectual Asset Management`s (IAM) annual Patent 1000, a guide that recognizes the world`s top patent law firms and practitioners in key jurisdictions. The 2014 IAM Patent 1000 issue marks the first time any firms from...

      • Murphy and Rondini Review Liberty Mutual Covered Business Method Cases in Law360 Article
        Thursday, February 27, 2014

        SOUTHFIELD, Mich. – Brooks Kushman Shareholder Kristin Murphy and Associate John Rondini review two companion Covered Business Method (CBM) cases – captioned Liberty Mutual Ins. Co. V. Progressive Casualty Ins. Co. – and the Patent Trial and Appeal Board`s (PTAB) final decision in the article “PTAB Confirms Viability of Priority-Based...

        • Brooks Kushman Shareholder to Discuss Post-Grant Proceedings at IP Strategy Summit
          Thursday, May 07, 2015

          SOUTHFIELD, Mich. – Brooks Kushman Shareholder Sangeeta Shah will serve on a panel at the Centerforce IP Strategy Summit in Chicago on May 12, 2015. The panel will focus on the proceedings for challenging patents created by the America Invents Act (AIA) and understanding how to best utilize the processes for effective defensive and enforcement strategies. Shah...

        • Brooks Kushman Shareholder to Discuss Post-Grant Proceedings at International Women`s Leadership Forum
          Monday, June 02, 2014

          SOUTHFIELD, Mich. – Brooks Kushman, Shareholder Sangeeta Shah will discuss post-grant proceedings at Managing IP`s International Women`s Leadership Forum on June 6, 2014 in New York. Shah`s presentation will focus on the new post-grant proceedings created under the 2013 America Invents Act. Shah will discuss the trends that she has seen...

        • Brooks Kushman Shareholder to Serve as Panelist at the Centerforce IP Strategy Summit
          Wednesday, May 07, 2014

          SOUTHFIELD, Mich. – Brooks Kushman Shareholder, Sangeeta G. Shah, will serve on a panel at the Centerforce IP Strategy Summit in Chicago on May 13, 2014. The panel will focus on the intricacies of post-grant proceedings and its use as a powerful tool in patent litigation strategy. Shah and the other...