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1. (WO2017112369) METHOD AND SYSTEM FOR ADAPTIVELY PROVIDING PERSONALIZED MARKETING EXPERIENCES TO POTENTIAL CUSTOMERS AND USERS OF A TAX RETURN PREPARATION SYSTEM



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INTERNATIONAL SEARCH REPORT (ISR)
Part 1:  1  2  3  4  5  6          Part 2:  A  B  C  D  E 
International application No. Applicant's or agent's file reference
PCT/US2016/063970 INTU169484PC
International filing date (day/month/year) (Earliest) Priority Date (day/month/year)
29 November 2016 22 December 2015
Applicant
INTUIT INC.
FOR FURTHER ACTION: See Form PCT/ISA/220 as well as, where applicable, item 5 below.
This international search report has been prepared by this International Searching Authority and is transmitted to the applicant according to Article 18. A copy is being transmitted to the International Bureau.
It is also accompanied by a copy of each prior art document cited in this report.
1. Basis of the report
a. With regard to the language, the international search was carried out on the basis of:
the international application in the language in which it was filed.
a translation of the international application into                                          which is the language of a translation furnished for the purposes of international search (Rules 12.3(a) and 23.1(b)).
b.
This international search report has been established taking into account the rectification of an obvious mistake authorized by or notified to this Authority under Rule 91 (Rule 43.6bis(a)).
c.
With regard to any nucleotide and/or amino acid sequence disclosed in the international application, the international search was carried out on the basis of a sequence listing:
2. Certain claims were found unsearchable
3. Unity of invention is lacking
4. Title of the invention
The text is approved as submitted by the applicant.
The text has been established by this Authority to read as follows:
5. Abstract
The text is approved as submitted by the applicant.
The text has been established, according to Rule 38.2, by this Authority as it appears in Box No. IV. The applicant may, within one month from the date of mailing of this international search report, submit comments to this Authority.
6. Drawings
a.
The figure of the drawings to be published with the abstract is Figure No.     10    
as suggested by the applicant.
as selected by this Authority, because the applicant failed to suggest a figure.
as selected by this Authority, because this figure better characterizes the invention.
b.
none of the figures is to be published with the abstract.

A. CLASSIFICATION OF SUBJECT MATTER

     G06Q 30/02 (2012.01)i; G06Q 40/02 (2012.01)i
According to International Patent Classification (IPC) or to both national classification and IPC

B. FIELDS SEARCHED

Minimum documentation searched (classification system followed by classification symbols):
Documentation searched other than minimum documentation to the extent that such documents are included in the fields searched:
Korean utility models and applications for utility modelsJapanese utility models and applications for utility models
Electronic data base consulted during the international search (name of data base and, where practicable, search terms used):
eKOMPASS(KIPO internal) & Keywords: personalized, marketing, options, tax, return, characteristic, existing, analytics, model, segment, validate, test, effect

C. DOCUMENTS CONSIDERED TO BE RELEVANT

Category* Citation of document, with indication, where appropriate, of the relevant passages Relevant to claim No.
(1)
Y
US 7788137 B1 (ALAN TIFFORD) 31 August 2010 See column 5, line 63 - column 6, line 55, column 7, lines 30-40, claims 1,5, 8,23-24,27 and figures 1-2.
1-20
(2)
Y
US 2006-0294084 A1 (JAYENDU S. PATEL et al.) 28 December 2006 See paragraphs [0015]-[0016],[0026],[0050],[0096]-[0103],[0228]-[0235], claims 1,5-6,12 and figures 1,3-6.
1-20
(3)
Y
US 2015-0227962 A1 (SEARS BRANDS, LLC) 13 August 2015 See paragraphs [0014],[0018],[0022],[0026], claims 1,8,15 and figures 1,3.
1-9,17-20
(4)
Y
US 2013-0268468 A1 (24/7 CUSTOMER, INC.) 10 October 2013 See paragraphs [0019],[0031],[0037]-[0039], claims 1,7,19 and figures 4-6.
4-5,10-16
(5)
A
US 2014-0067518 A1 (ACCENTURE GLOBAL SERVICES LIMITED) 06 March 2014 See paragraphs [0018],[0030], claims 1-3,10,13 and figures 1,3.
1-20
*
Special categories of cited documents:
"A"
document defining the general state of the art which is not considered to be of particular relevance
"E"
earlier application or patent but published on or after the international filing date
"L"
document which may throw doubts on priority claim(s) or which is cited to establish the publication date of another citation or other special reason (as specified)
"O"
document referring to an oral disclosure, use, exhibition or other means
"P"
document published prior to the international filing date but later than the priority date claimed
"T"
later document published after the international filing date or priority date and not in conflict with the application but cited to understand the principle or theory underlying the invention
"X"
document of particular relevance; the claimed invention cannot be considered novel or cannot be considered to involve an inventive step when the document is taken alone
"Y"
document of particular relevance; the claimed invention cannot be considered to involve an inventive step when the document is combined with one or more other such documents, such combination being obvious to a person skilled in the art
"&"
document member of the same patent family

D. INFORMATION ON PATENT FAMILY MEMBERS

Patent document cited in search report Publication date
(day/month/year)
Patent family member(s) Publication date
(day/month/year)
US 7788137 B1
31 August 2010
None
US 2006-0294084 A1
28 December 2006
CA 2613200 A1
EP 1896958 A2
EP 1896958 A4
JP 2008-545200 A
KR 10-2008-0043764 A
WO 2007-002859 A2
WO 2007-002859 A3
04 January 2007
12 March 2008
18 August 2010
11 December 2008
19 May 2008
04 January 2007
21 December 2007
US 2015-0227962 A1
13 August 2015
None
US 2013-0268468 A1
10 October 2013
AU 2013-246116 A1
AU 2013-246116 B2
EP 2836924 A4
EP 2836924 A1
US 2016-0217515 A1
US 9275342 B2
WO 2013-155092 A1
16 October 2014
05 November 2015
16 December 2015
18 February 2015
28 July 2016
01 March 2016
17 October 2013
US 2014-0067518 A1
06 March 2014
AU 2013-222024 A1
CA 2825159 A1
EP 2717213 A1
20 March 2014
28 February 2014
09 April 2014
Name and mailing address of the ISA/:
Korean Intellectual Property Office
189 Cheongsa-ro, Seo-gu, Daejeon Metropolitan City, 302-701
Republic of Korea
Facsimile No. +82-42-481-8578
Date of the actual completion of the international search:
17 March 2017
Date of mailing of the international search report:
17 March 2017
Authorized officer:
KANG, Min Jeong
Telephone No. +82-42-481-8131
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