`
`
`
`
`
`
`
`
`
`
`
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`
`
`
`
`
`
`
`
`
`
`
`
`PLAID TECHNOLOGIES INC.
`Petitioner
`
`v.
`
`YODLEE, INC.
`Patent Owner
`
`
`
`
`
`
`
`
`
`
`
`
`Case CBM2016-00056
`Patent 6,510,451 B2
`
`
`
`
`
`
`
`
`
`
`
`
`DECLARATION OF ZAYDOON JAWADI IN SUPPORT OF PATENT
`OWNER’S RESPONSE
`
`1
`
`YODLEE 2004
`PLAID TECHNOLOGIES V. YODLEE, INC.
`CBM2016-00056
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`
`
`
`TABLE OF CONTENTS
`
`
`I. UNDERSTANDING OF PATENT LAW ..................................................... 4
`
`II. BACKGROUND .............................................................................................. 6
`
`III. LEVEL OF ORDINARY SKILL & CLAIM CONSTRUCTION ...............12
`
`IV. The ‘451 Claims Are Not Directed to an Abstract Idea and They
`Contain an Inventive Concept .....................................................................14
`
`A. The ‘451 claims are not directed to the abstract idea of
`“managing multiple tasks, plus performance on the Internet.” ....... 14
`
`B. The ’451 claims contain an inventive concept ..................................... 20
`
`V. The ReferEnced prior art, alone or in combination, does not render
`obvious any asSerted clAim of the ’451 patent .........................................21
`
`A. Farber in combination with Zhao does not Render Obvious Any
`Claim of the ’451 Patent .......................................................................... 21
`
`B. Bayardo in combination with Zhao does not Render Obvious Any
`Claim of the ’451 Patent .......................................................................... 28
`
`
`
`
`
`
`
`i
`
`
`
`2
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`I, Zaydoon Jawadi, declare as follows:
`
`1.
`
`I am making this declaration at the request of the Patent Owner,
`
`Yodlee, Inc. (“Yodlee” or “Patent Owner”) in the matter of Covered Business
`
`Methods (“CBM”) Review of U.S. Patent No. 6,510,451 B2 (the ’451 Patent).
`
`2.
`
`I am being compensated for my work. My compensation does not
`
`depend in any way on the outcome of this proceeding or upon the opinions or
`
`testimony that I provide.
`
`3.
`
`In forming the opinions I express below, I considered all of the
`
`information I cite throughout my analysis, including:
`
`a.
`
`b.
`
`c.
`
`d.
`
`e.
`
`f.
`
`The ’451 Patent (Ex. 1001)
`
`The File History of the ’451 Patent (Exs. 1006-1013)
`
`Petition by Plaid Technologies, Inc. (Paper 2)
`
`Declaration of Petitioner’s Expert, Todd Mowry (Ex. 1002)
`
`U.S. Patent No. 5,819,284 to Farber, et al. (Ex. 1003)
`
`Bayardo, “Info-Sleuth: Agent-Based Semantic Integration of
`
`Information in Open and Dynamic Environments,” SIGMOD (1997)
`
`(“Bayardo”) (Ex. 1004)
`
`g.
`
`Zhao, “WebEntree: A Web Service Aggregator,” IBM Systems
`
`Journal 37(4) (1998) (“Zhao”) (Ex. 1005)
`
`h.
`
`Decision of Institution (Paper 10)
`
`
`
`1
`
`
`
`3
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`i.
`
`Deposition of Petitioner’s Expert, Todd Mowry (Ex. 2002)
`
`4.
`
`I summarize my relevant knowledge and experience below. My
`
`Curriculum Vitae contains additional information and is Ex. 2005.
`
`5.
`
`I received a B.S. in Electrical Engineering from Mosul University in
`
`1977. I received an M.S. in Computer Science from Columbia University in 1981,
`
`with a Citation for Outstanding Achievement – Dean’s Honor Student.
`
`6.
`
`I hold a California community college computer science lifelong
`
`instructor credential. I have taught various computer technologies to thousands of
`
`engineers and academic students.
`
`7.
`
`8.
`
`Prior to 2007, I held a number of jobs in industry.
`
`For example, from 2001 to 2006, I was President and cofounder of
`
`CoAssure, Inc., a provider of automated Web-based telecommunication test
`
`services serving Fortune-500 companies. The system included aggregating data
`
`from multiple data sources into an intermediary server and/or website, storing the
`
`aggregated data, and presenting the aggregated data to the end user’s browser
`
`through the Internet.
`
`9.
`
`Also, in 1999 I co-founded a company called Can Do, Inc.
`
`CanDo.com was a startup Internet eCommerce company targeting people with
`
`disabilities. The CanDo.com website had over 10,000 items for sale, and extensive
`
`consumer features, such as news, chat, messages, and product information. The
`
`
`
`2
`
`
`
`4
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`company was funded by leading venture capital firms. Technology included
`
`magnification software to make websites more usable by vision-impaired people
`
`and sound adaptation software to make websites more accessible by hearing-
`
`impaired individuals.
`
`10. The CanDo.com website technology included capabilities for
`
`aggregating news and other articles, aggregating pricing and product information,
`
`aggregating order processing and inventory information, and other aggregation.
`
`11. The CanDo.com hearing accessibility technology comprised
`
`adaptation, delivery, and real-time streaming of audio data files through the
`
`Internet to compensate for users’ hearing loss, based on users’ personal hearing
`
`profiles. Audio data is transmitted from audio sources to an intermediary server,
`
`which adapts the audio; the adapted audio is then transmitted to the client, which is
`
`typically the end user’s browser.
`
`12. Additionally, I have experience with data networking, including when
`
`I was General Manager, Data Networking Business Unit, Xyratex International
`
`LTD (NASDAQ: XRTX, now Seagate, NASDAQ: STX) from 1997 to 1998,
`
`where I was responsible for Gigabit Ethernet network protocol analyzer products
`
`used to monitor and analyze network traffic, including TCP/IP packets and other
`
`Internet traffic.
`
`
`
`3
`
`
`
`5
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`I.
`
`UNDERSTANDING OF PATENT LAW
`
`13.
`
`I am not a patent attorney, and I am presenting no opinions on the law
`
`related to patent validity. Counsel has explained certain legal principles to me that
`
`I have relied on in forming my opinions set forth in this declaration.
`
`14.
`
`I have been advised and it is my understanding that patent claims in a
`
`CBM are given their broadest reasonable interpretation in view of the patent
`
`specification, file history, and the understanding of one having ordinary skill in the
`
`relevant art at the time of invention.
`
`15.
`
`I understand that prior art to the ʼ451 patent may include patents and
`
`printed publications in the relevant art that predate the October 14, 1999
`
`application priority date. I have not been asked to determine whether any
`
`reference is or is not prior art.
`
`16.
`
`I understand that a claim is invalid if it is anticipated or obvious.
`
`Anticipation of a claim requires that every element of a claim be disclosed
`
`expressly or inherently in a single prior art reference. Obviousness of a claim
`
`requires that the claim be obvious from the perspective of a person having ordinary
`
`skill in the relevant art at the time the invention was made. I understand that a
`
`claim may be obvious from a combination of two or more prior art references.
`
`17.
`
`I understand that an obviousness analysis requires an understanding of
`
`the scope and content of the prior art, any differences between the alleged
`
`
`
`4
`
`
`
`6
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`invention and the prior art, and the level of ordinary skill in evaluating the
`
`pertinent art.
`
`18.
`
`I further understand that certain factors may support or rebut the
`
`obviousness of a claim. I understand that such secondary considerations include,
`
`among other things, commercial success of the patented invention, skepticism of
`
`those having ordinary skill in the art at the time of invention, unexpected results of
`
`the invention, any long-felt but unsolved need in the art that was satisfied by the
`
`invention, the failure of others to make the invention, praise of the invention by
`
`those having ordinary skill in the art, and copying of the invention by others in the
`
`field. I understand that there must be a nexus—a connection—between any such
`
`secondary considerations and the invention. I also understand that
`
`contemporaneous and independent invention by others is a secondary consideration
`
`tending to show obviousness.
`
`19.
`
`I further understand that a claim may be obvious if common sense
`
`directs one to combine multiple prior art references or add missing features to
`
`reproduce the alleged invention recited in the claims. If a person having ordinary
`
`skill in the relevant art can implement a predictable variation, obviousness likely
`
`bars its patentability. For the same reason, if a technique has been used to improve
`
`one device and a person having ordinary skill in the art would recognize that it
`
`would improve similar devices in the same way, using the technique is obvious. I
`
`
`
`5
`
`
`
`7
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`further understand that a claim can be obvious if it unites old elements with no
`
`change to their respective functions, or alters prior art by mere substitution of one
`
`element for another known in the field and that combination yields predictable
`
`results. While it may be helpful to identify a reason for this combination, common
`
`sense should guide and no rigid requirement of finding a teaching, suggestion or
`
`motivation to combine is required. When a product is available, design incentives
`
`and other market forces can prompt variations of it, either in the same field or a
`
`different one.
`
`II. BACKGROUND
`
`20. The ‘451 Patent is directed to an innovative mechanism for
`
`completing multi-part Internet tasks and communicating integrated results to a
`
`client. Performing a multi-part Internet task requires the sequential or parallel
`
`completion of many subtasks and is hampered by the fractured nature of the
`
`diverse Web services supporting each subtask. Ex. 1001, ’451 Patent at 1:32-35.
`
`Not only does a generic multi-part Internet task need to be decomposed into
`
`serviceable subtasks, but each subtask must to be managed through delegation to
`
`corresponding Web services, each of which has different interface(s) and
`
`protocol(s), and the results aggregated. Id. at 1:35-43.
`
`21. By providing a single-point interface to receive a multi-part Internet
`
`task and then seamlessly decomposing and coordinating dissemination of subtasks
`
`
`
`6
`
`
`
`8
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`to corresponding Web services, the claimed Internet portal system provides
`
`structure and increases reliability for completion of the entered tasks (and
`
`constituent subtasks). Advantages of such a single-point interface include: (1)
`
`increased coordination between subtasks thorough the use of helper applications,
`
`or “guards,” which verify parameters specific to each subtask (id. at 5:39-6:15),
`
`and (2) verification of subtask completion by employing transaction protocols (id.
`
`at 6:26-36, 7:16-25).
`
`22. The ’451 Patent specification provides detailed teaching of
`
`instructions for the operation of an interface that “manages task decomposition . . .
`
`on behalf of a subscribing user . . . to facilitate a main task for a user.” Id. at 4:59-
`
`66. For example, a user may enter information regarding a multi-part Internet task
`
`through the single-point interface. Ex. 1001, ’451 Patent at 5:25-27. The Internet
`
`portal system provides abstract definitions for various tasks and includes
`
`parameters for the tasks. Id. at 5:27-30. Such parameters become rules that affect
`
`all of the sub-parameters that must be met in order to accomplish the multi-part
`
`Internet task. Id. at 5:30-33. Thus, the described instructions act to research the
`
`necessary parameters to accomplish a multi-part Internet task according to various
`
`rules as well as user profile data regarding subscribed-to Web services. Id. at 5:33-
`
`38. Additionally, the Internet portal system employs helper applications, or
`
`“guards,” which verify parameters for each multi-part Internet task and
`
`
`
`7
`
`
`
`9
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`corresponding subtasks based on information stored in a user’s profile. Id. at 5:39-
`
`45. In some instances, guard values may be set by a user of the Internet portal
`
`system. Id. at 5:39-53. In other instances, guards may be set automatically based
`
`on a user’s profile. Id. at 5:58-62.
`
`23. Further, the ’451 Patent describes operations for delegation of
`
`subtasks decomposed from a multi-part Internet task to various corresponding Web
`
`services. For example, the Internet portal system disperses subtasks to Web
`
`services according to a data type required by those services (“WEB communication
`
`accomplished via browsing technique would use HTML or other suitable
`
`languages,” “POP3 communication would cover e-mail,” and “[n]ews
`
`communication would cover such as instant messaging and posting”). Id. at 7:1-7.
`
`Once subtasks are performed or verifiably assured, a gathering agent collects and
`
`disseminates data received from various Web services regarding the completion of
`
`each subtask and presents the data to the user. Id. at 7:16-19.
`
`24. Claim 1, which is representative of the ’451 Patent’s independent
`
`claims, includes three elements (a, b, and c) along with seven sub elements (c1-c7)
`
`of element c, labeled [a], [b], and [c1]-[c7] below for convenience:
`
`1. [pre] An Internet portal system for accomplishing a multi-
`
`component task involving interaction with one or more Internet Web sites,
`
`comprising:
`
`
`
`8
`
`
`
`10
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`[a] an Internet-connected server having access to client related
`
`data;
`
`[b] an internet-capable client station usable by a client; and
`
`[c0] software executing on the server for managing individual
`
`component tasks in execution of the multi-component task;
`
`wherein the software, [c1] in response to initiation of a multi-
`
`component task specified by the client, transparently to the client, and
`
`without interaction from the client [c2] defines the component tasks
`
`based on pre-programmed client-related data, [c3] identifies third-
`
`party Internet Web services needed for completion of the tasks, [c4]
`
`performs and manages interaction with the identified Web sites, [c5]
`
`gathering results of the interactions, [c6] integrates the gathered
`
`results, and [c7] communicates final results to the client at the client
`
`station.
`
`25. First, in elements [a] and [b], claim 1 specifies that the claimed
`
`Internet portal system comprises an Internet-connected server having access to
`
`client-related data and an Internet-capable client station usable by a client. Support
`
`for these elements appears in the ’451 Patent at least at FIG. 1 and the associated
`
`text description. See, e.g., Ex. 1001, ’451 Patent at 3:45-5:10, FIG. 1.
`
`
`
`9
`
`
`
`11
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`26. Next, in sub element [c0], claim 1 specifies that the claimed Internet
`
`portal system comprises software executing on the server for managing individual
`
`component tasks in execution of the multi-component task. Support for element
`
`[c] and its sub elements appears in the ‘451 Patent at least at FIGS. 1, 2, 3 and the
`
`associated text description. See, e.g., Id. at 4:52-7:25, FIGS. 1-3.
`
`27.
`
`In sub element [c1], claim 1 specifies that the claimed Internet portal
`
`system performs sub elements [c2]-[c7] in response to initiation of a multi-
`
`component task specified by the client, transparently to the client, and without
`
`interaction from the client. Support for sub element [c1] appears in the ‘451 Patent
`
`at least at 6:37-41. The specification explains that a user may enter a main task at
`
`a single-point interface and then the subtasks “are performed by the service in the
`
`background.” Id. at 6:41-42.
`
`28. Next, in sub element [c2], the claimed Internet portal system defines
`
`the component tasks based on pre-programmed client-related data. Support for sub
`
`element [c2] appears in the ‘451 Patent at least at 5:11-38. The specification
`
`explains that the Internet portal system provides, for any task, abstract definitions
`
`and parameters, which become rules affecting all of the sub-parameters that must
`
`be met in order to accomplish a multi-part Internet task. Id. at 5:27-33.
`
`Parameters necessary to accomplish the multi-part Internet task are then
`
`determined according the rules and user profile data. Id. at 5:33-38.
`
`
`
`10
`
`
`
`12
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`29.
`
`In sub element [c3], claim 1 specifies that the claimed Internet portal
`
`system identifies third-party Internet Web services needed for the completion of
`
`the component tasks. Support for sub element [c3] appears in the ‘451 Patent at
`
`least at 5:11-6:25. Specifically, the specification explains that the software acts to
`
`research what parameters, including the Web required sources, are necessary to
`
`perform a multi-component task. Id. at 5:32-35.
`
`30. Next, in sub element [c4], the claimed Internet portal system performs
`
`and manages interaction with the identified Web sites. Support for sub element
`
`[c4] appears in the ‘451 Patent at least at 5:11-6:35 and at 7:1-25. The
`
`specification explains that once a series of help functions verify particular rules for
`
`each defined component task representing a part of the multi-component task, the
`
`component tasks “are propagated to the appropriate WEB service.” Id. at 5:63-65.
`
`The invention “disperses subtasks to corresponding WEB services according to a
`
`data type required by those services.” Id. at 7:1-2. Further, the described Internet
`
`portal system is implemented with transaction protocol to save historical data for
`
`each transaction, which allows rollback and rollforward actions in case a step or
`
`subtask fails. Id. at 6:26-37.
`
`31.
`
`In sub elements [c5] and [c6], claim 1 specifies that the claimed
`
`Internet portal system gathers results of the interactions and integrates the gathered
`
`results. Support for sub elements [c5] and [c6] appears in the ‘451 Patent at least
`
`
`
`11
`
`
`
`13
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`at 7:16-25. The specification explains that “[o]nce subtasks are performed or
`
`verifiably assured, a gathering agent represented . . . collects and disseminates all
`
`of the required data from various WEB services.” Id. at 7:16-19.
`
`32. Next, in sub element [c7], the claimed Internet portal system
`
`communicates the final results to the client station. Support for sub elements [c5]
`
`and [c6] appears in the ‘451 Patent at least at 7:16-25. The specification explains
`
`that once the required results from various Web services that performed each
`
`subtask are gathered and integrated, the invention “presents the data to the user.”
`
`Id. at 7:16-19.
`
`33.
`
`In summary, the ’451 Patent is directed to an innovative mechanism
`
`for completing multi-part Internet tasks and communicating integrated results to a
`
`client.
`
`III. LEVEL OF ORDINARY SKILL & CLAIM CONSTRUCTION
`
`34. Counsel has informed me that I should consider the materials above
`
`through the lens of one of ordinary skill in the art related to the ʼ451 patent at the
`
`time of the invention. I have been advised that there are multiple factors relevant
`
`to determining the level of ordinary skill in the pertinent art, including the
`
`educational level of active workers in the field at the time of the invention, the
`
`sophistication of the technology, the type of problems encountered in the art, and
`
`the prior art solutions to those problems.
`
`
`
`12
`
`
`
`14
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`35.
`
`In my opinion, as of October 14, 1999 (the filing date of the ʼ451
`
`patent), in the late 1990s, persons of ordinary skill in the art in the field pertinent to
`
`the ’451 Patent were people with at least a B.S. degree, or its equivalent, in
`
`computer science or a related field and approximately two years of practical
`
`experience working with design and implementation of computer software and
`
`networked systems, or an equivalent combination of academic study and work
`
`experience.
`
`36.
`
`I have considered the level of ordinary skill set forth by Petitioner’s
`
`expert: “one having a Bachelor’s Degree in electrical engineering, computer
`
`science, or a related scientific field, and some work experience in the computer
`
`science field which could include programming experience.” Ex. 1002 at ¶ 27.
`
`37.
`
`I believe myself to have been one of ordinary skill in the art through
`
`my education and work experience during the relevant timeframe, under either
`
`proposed level of skill. I am also familiar with the knowledge and capabilities of
`
`one of ordinary skill in art in 1999. Specifically, my experience at CoAssure, Inc.,
`
`and at Can Do, Inc., and my other roles in industry allowed me to become
`
`personally familiar with the level of skill of individuals and the general state of the
`
`art at that time.
`
`38.
`
`I have reviewed the Institution Decision for the ʼ451 patent, and
`
`where a claim term (i.e., the term “defining component tasks based on pre-
`
`
`
`13
`
`
`
`15
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`programmed client-related data by software executing on the Internet-connected
`
`subscription server”) was interpreted by the Board, I have employed the Board’s
`
`interpretation for that term. For terms not interpreted by the Board (i.e., all other
`
`claim terms), I have applied the broadest reasonable interpretation in view of the
`
`specification, as advised by counsel.
`
`IV. THE ‘451 CLAIMS ARE NOT DIRECTED TO AN ABSTRACT
`IDEA AND THEY CONTAIN AN INVENTIVE CONCEPT
`
`A. The ‘451 claims are not directed to the abstract idea of “managing
`multiple tasks, plus performance on the Internet.”
`
`39.
`
`I respectfully disagree with Dr. Mowry’s report regarding the
`
`conclusion that claim 8 is directed to the abstract idea of “managing multiple tasks,
`
`plus performance on the Internet.” Dr. Mowry opines that the claims simply recite
`
`elements that were well known and conventional with a directive to perform them
`
`using the Internet. See Ex. 1002 at ¶¶ 24-27. I believe that this is an incorrect
`
`evaluation of the claimed invention derived from considering the claim language
`
`absent guidance from the specification. Indeed, the specification describes with
`
`particularity how the method of claim 8 resolves technical problems arising only
`
`within the context of the Internet. These technical challenges, and therefore the
`
`corresponding claimed solution, would not exist beyond the realm of the Internet.
`
`Thus, claim 8 represents a significant improvement in the way computers operate,
`
`
`
`14
`
`
`
`16
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`which is different from merely employing a business practice using software
`
`running on a generic computer.
`
`40. Many of the technical problems identified in the ’451 Patent revolve
`
`around the difficulty, and particularly the involvement required by a user, to
`
`identify and interact with multiple Web services for the completion of multi-part
`
`Internet tasks, while aggregating the results. ’451 Patent at 1:16-49. For example,
`
`the ’451 Patent explains: “Many companies, through innovative applications, have
`
`made it progressively easier to use their individual Web services.” Id. at 1:30-32.
`
`“However, performing a main task that requires the sequential or parallel
`
`completion of many sub-tasks is seriously hampered by the fractured nature of the
`
`diverse Web services.” Id. at 1:32-35. “A user would still be required to visit
`
`several WEB services and manually configure such sub-tasks in order to ultimately
`
`accomplish the main goal.” Id. at 1:35-38. These illustrative recitations from the
`
`’451 Patent demonstrate the technical nature of the claimed invention that is
`
`inextricably tied to the Internet. In short, human users were having difficulties
`
`performing multi-part tasks on the Internet, because requisite resources and
`
`services are fractiously distributed and scattered across the Web in the late 1990’s.
`
`Thus, the inventors of the ’451 Patent recognized that “[w]hat [was] clearly needed
`
`is a method and apparatus that allows a user to accomplish a main task including
`
`completion of sub-tasks performed by diverse WEB services without requiring that
`
`
`
`15
`
`
`
`17
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`the user manually visit each WEB service associated with a sub-task.” Id. at 1:44-
`
`48.
`
`41. The ’451 Patent explains that the claimed invention alleviates several
`
`problems with the completion of multi-part Internet tasks by providing “a single
`
`point interface (browser interface) for a user to delegate a task.” Id. at 5:14-15.
`
`This interface or portal server is configured to facilitate “a seamless cooperation in
`
`the data transfer and dissemination between WEB servers.” ’451 Patent at 2:56-
`
`57. The’451 Patent accomplishes this seamless cooperation by “manag[ing] task
`
`decomposition and delegation as well as contact management in association with
`
`[the] WEB servers . . . on behalf of a subscribing user.” Id. at 2:59-61. The portal
`
`server maintains a data repository, which stores data about users such as
`
`“identification, account information, and . . . profiling data consisting of any data
`
`associated with a user profile regarding WEB services that a user may subscribe
`
`to.” Id. at 2:25-32. Once a user has entered multi-part Internet task, the portal
`
`server defines the subtasks for the multi-part Internet task, based in part on the
`
`information contained in the data repository. Id. at 6:64-66. The portal server then
`
`acts to research what parameters will be necessary to accomplish each subtask
`
`according to particular parameters or rules. Id. at 5:33-36. Once the subtasks and
`
`parameters are determined, the portal server verifies them with a series of Guard
`
`functions and “disperses the subtasks to the selected WEB services according to
`
`
`
`16
`
`
`
`18
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`the data type required by those services.” ’451 Patent at 6:66-7:2. Specifically, the
`
`patent gives examples of using a HTML for WEB communication, POP3 for e-
`
`mail communication, and news communication for instant messaging and posting.
`
`Id. at 7:2-6.
`
`42. Task management via interaction with Web servers is a capability
`
`unique to computers, and represents an important difference between how humans
`
`navigate the Internet compared to how computers do that. Indeed, humans do not
`
`interact directly with Web servers. Rather, humans interact with, for example,
`
`Web browsers or client applications that present the information in forms readily
`
`understood by humans. The invention described by the ’451 patent is also capable
`
`of performing tasks, including interacting with Web servers, in parallel, by
`
`multicasting. ’451 Patent at 6:53-58. In the context of the ‘451 Patent,
`
`multicasting is a way of communicating through a computer network where
`
`information is addressed and sent to multiple recipients simultaneously. A human
`
`user cannot multicast to websites that maintain or need the user’s information
`
`without help from a computer specifically equipped to interact in that manner. For
`
`example, a task of refreshing an end user’s information in multiple accounts can be
`
`performed by delegating each sub-task to update an end user’s account information
`
`associated with a particular website. See, e.g., id. at 7:43-50, 8:24-35. By
`
`performing sub-tasks in parallel, the ’451 patent can refresh an end user’s account
`
`
`
`17
`
`
`
`19
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`information among multiple websites at the same time. The hierarchical structure
`
`of defining tasks and subtasks is particularly suitable for scaling the invention to
`
`work with thousands of websites. As such, the method recited in claim 8 is not
`
`merely an automated routine that is performed faster or more efficiently on a
`
`computer than by a human user. Instead, the claimed subject matter is directed to a
`
`method that is specifically intended to improve the way in which computers
`
`operate to perform tasks on the Internet that human users are ill-equipped to
`
`perform.
`
`43. Aspects of this technical solution discussed above are recited in each
`
`of the independent claims: claim 1 (“[a]n Internet portal system for accomplishing
`
`a multi-component task . . . software executing on the server . . . in response to
`
`initiation of a multi-component task specified . . . defines the component tasks
`
`based on pre-programmed client-related data, identifies third-party Internet Web
`
`services needed for completion of the tasks, performs and manages interaction with
`
`the identified Web sites, gathering results of the interactions, integrates the
`
`gathered results, and communicates final results to the client at the client station”)
`
`and claim 8 (“[a] method for accomplishing . . a multi-component task involving
`
`interaction with one or more Internet Web sites . . . defining component tasks
`
`based on pre-programmed client-related data . . . identifying third-party Web
`
`servers for completion of the component tasks . . . managing execution of the
`
`
`
`18
`
`
`
`20
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`component tasks . . . including interaction with the Web servers identified . . .
`
`gathering and integrating results of the component tasks and communicating final
`
`results to the client”).
`
`44. The ’451 Patent addresses the further technical problem that
`
`decomposing a multi-part Internet task into its component sub-tasks requires
`
`defining those sub-tasks in a way that allows reconciling relevant user profile
`
`information with particular parameters necessary to complete each sub-task. The
`
`’451 Patent describes tasks and subsequent component sub-tasks having certain
`
`definitions and parameters. “Such parameters become rules that effect all of the
`
`sub-parameters that must be met in order to enable the user to accomplish the . . .
`
`main task.” Id. at 5:28-33. As the ’451 Patent describes, the Internet portal system
`
`“acts to research what parameters will be necessary to allow the user to [complete
`
`each component task] according to appointment parameters or rules.” Id. at 5:33-
`
`37. “This research is accomplished by accessing appropriate databases . . . which
`
`contain user profile data regarding subscribed-to WEB services.” Id. at 5:37-39.
`
`The ’451 Patent also describes that the system employs helper applications, or
`
`“guards,” that “verify parameters associated with facts known about [a particular
`
`component task] and the user-data generic to the user's subscribed-to WEB
`
`services.” ’451 Patent at 5:44-47. Thus, determining the specifics of rules for
`
`
`
`19
`
`
`
`21
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`decomposing a multi-part Internet task into component tasks was a technical
`
`challenge that was solved with the Internet portal system.
`
`45.
`
`In sum, the ’451 Patent recites multiple technical problems, provides
`
`technical solutions to those problems, and then recites the solutions in the claim 8.
`
`For at least these reasons, claim 8 is not directed to an abstract idea.
`
`B.
`
`The ’451 claims contain an inventive concept
`
`46. Not only is claim 8 directed to a non-abstract improvement in
`
`computer technology, it is my opinion that claim 8 involves an inventive concept
`
`as well. In other words, the ’451 Patent claims significantly more than the abstract
`
`idea of “identifying sub-tasks within a larger task, managing completion of these
`
`sub-tasks, and communicating the results to the client.” As explained above, claim
`
`8 recites a combination of features that enable a computer system to accomplish a
`
`main task on behalf of a user, including completion of sub-tasks performed by
`
`diverse Web services. This technological feat is performed without user-
`
`interaction, alleviating the burden of requiring the user to manually visit and
`
`interact with each Web service associated with a sub-task.
`
`47. Dr. Mowry’s opinion of the claims as nothing more than a directive to
`
`perform known elements through conventional computing technology is an overly
`
`simplistic characterization and a misleading analysis of the ’451 Patent. See Ex.
`
`1002 at ¶ 67. To the contrary, the solution set forth in claim 8 is non-conventional,
`
`
`
`20
`
`
`
`22
`
`
`
`Declaration of Zaydoon Jawadi
`CBM2016-00056
`
`non-generic, and deeply rooted in computer technology, not only because it
`
`addre