The workshop will focus on the patent threat landscape in banking and financial services with acute emphasis placed on vulnerability associated with the adoption/use of OSS and ways in which companies in the sector can act to practice effective patent risk mitigation. The elements of effective patent risk mitigation in this sector include the following:
- Participation in Organized Communities Designed to Innoculate Companies from Patent Litigation - eg. Open Invention Network (OSS-centered cross license), Unified Patents (Open Source Zone), LOTNetwork (Broadbased Anti-Privateering - not OSS specifc), Ad Hoc Licensing Initiatives designed to Limit Licensing Fees (Group Licensing at what is often a Dramatically Reduced Rate that Takes Advantage of Efficiencies), SAIL (soon to be launched generic OIN-style Patent Cross License focused on Foundation Models and is not OSS-specific)
- Prior Art Identification through External Relationships (OIN)
- Post-Grant Invalidation - Ex Parte Revews Designed to Invalidate Existing Patents that Allege to Read on OSS Technologies
- Use of OIN's Uniquely Expandable Linux System Definition (which determines the scope of cross license benefits/obligations among OIN Community Members), which allows for Unrivaled Patent Risk Clearance from the Thousands of Licensee Companies in OIN's Growing Licensee Community
- Pre-Issuance Submissions - identification of prior art designed to limit claim scope or trigger outright rejection of patent applications focused on core OSS technologies
- Participation in OSS Legal/IP Regional and National Forums to ensure the sharing of best practices and the creation of networks designed to facilitate collaboration in and around patent risk mitigation (also copyright compliance/governance) that mirrors the technical collaboration model that underlies OSS innovation.
In addition to the foregoing discussions, the workshop will include testimonials from a leading company in the banking & financial services sector outlining its own multi-elemented strategies and experiences in ensuring patent risk mitigation in OSS and beyond.
Workshop Participants - Keith Bergelt, CEO, OIN, Raffi Gostanian, CEO, Proactive Patents and Long-standing IP Director at OIN, Mark Paulsen, Open Source Program Office Director, TD Bank
