DENISE COTE, District Judge.
On October 30, 2018, defendant Pendo.io, Inc. ("Pendo") moved to dismiss this patent infringement action on the ground that the patent claims patent-ineligible subject matter. See 35 U.S.C. § 101 ("Section 101"). For the reasons that follow, the defendant's motion to dismiss is granted.
On August 22, 2018, plaintiff WalkMe Ltd. ("WalkMe") brought suit against Pendo on the ground that Pendo's "Walkthough" guides allegedly infringe WalkMe's patent No. 9,922,008 (the "'008 Patent"). WalkMe's complaint alleges that it is a pioneer of the "Digital Adoption Platform" ("DAP"), which "simplifies the user experience by using, for example, system guidance capabilities designed to drive users to adopt digital systems." The DAP "walks users of computer systems through the most efficient and tailored route and simplifies the user experience without making changes to the underlying system."
WalkMe explains that the '008 Patent is designed to address problems with electronic help systems — that is, "systems intended to assist users to navigate computer software applications and provide instructions for accomplishing a desired task or overcoming a problem." An example of these instructions, which are sometimes referred to as descriptive elements, is the text within a bubble that appears when a cursor hovers over a location on a webpage. Each descriptive element is associated with a particular graphical user interface or GUI element, such as a drop down menu. If the GUI is changed after the help instructions are written, for instance through use of a different browser or the redesign of the webpage, then the instructions may no longer accurately describe the GUI element or be associated with it. Instead of needing to manually alter the instructions, the Patent envisions a method for dynamically adapting the instructions or descriptive elements. Through the invention, the documentation or descriptive elements would be "indifferent to webpage layout changes and/or browser effect." '008 Patent at Col. 4. The process of linking the instructions to the GUI elements is through the creation of "calling scripts." Through calling scripts, the descriptive element and its respective GUI element will be linked to each other regardless of the layout of the webpage or the use of different web browsers. The calling scripts also direct a web browser to display descriptive elements when certain conditions are met, such as when the user opens the web page or clicks a "next" button.
WalkMe expects that its invention will be of great assistance to those creating "tutorials" for websites, that is, those creating the instructions that assist web page users in their interactions with the GUI elements, particularly when the tutorial creators are not sophisticated software developers. The person creating the tutorial may know how she wants the tutorial to function, but not how to build it do so.
Claim 1 of the '008 Patent is a method claim, specifically "a method of creating a dynamically adaptable tutorial." The generation of a "dynamically adaptable tutorial," which WalkMe describes in its opposition brief as "the sequential display of descriptive elements associated with website GUI elements upon triggering of selected conditions in a multi-step website navigation process," is the desired result of the invention. The "method" involves the association of descriptive elements with GUI elements using a generic "user interface." Once the association is made, the claimed method calls for "automatically generating" computer code — "calling scripts" — which will present the descriptive elements with the associated GUI when certain user-determined conditions are met. The features of these descriptive elements are "automatically determined" by the features of the associated GUI elements.
Pendo offers four different types of user guides for software applications. WalkMe alleges that one type of Pendo guides — Pendo's "Walkthrough" guides — infringes the '008 Patent. A Walkthrough guide, as described in WalkMe's complaint, is "a multi-step in-application guide that `walks' the user step-by-step through a particular process in an application. . . ." WalkMe alleges that Pendo's "Walkthrough" guides directly compete with WalkMe's dynamically adaptable tutorials and infringe the '008 Patent.
The '008 Patent is entitled "Calling Scripts Based Tutorials." It comprises three independent claims and fourteen dependent claims. The application for the patent was originally filed with the United States Patent and Trademark Office ("PTO") by WalkMe in April 2014, claiming priority to a related provisional application filed on October 24, 2011. After the PTO rejected the application under 35 U.S.C. § 102, the applicant amended the claims to address the patent examiner's objections. The PTO issued a Notice of Allowance on November 30, 2017, and the Patent was issued on March 20, 2018. WalkMe is listed as the assignee of the patent.
Claim 1 of the '008 Patent claims, in full:
(Emphasis added.)
Claim 1 is representative of the two other independent claims of the '008 Patent, Claims 9 and 17. Claim 9 is substantially identical to Claim 1 except that, rather than "a method of creating a dynamically adaptable tutorial, comprising: [the remainder of the claim]" it claims "a network node for creating a dynamically adaptable tutorial, comprising: a computing platform for executing a plurality of instructions for: [the remainder of the claim]."
Claim 17 is similar to Claims 1 and 9 except that it is directed to presenting rather than generating a dynamically adaptable tutorial. In its entirety, Claim 17 recites:
WalkMe's complaint also asserts that Pendo's products infringe ten of the dependent claims of the '008 Patent. These are Claims 2-8, 12, 13, and 15. These claims limit Claims 1 and 9.
On October 30, 2018, Pendo moved to dismiss WalkMe's claim for patent infringement on the ground that the '008 Patent is invalid because it is directed to an abstract idea. That motion became fully submitted on December 4, 2018.
"Whether a claim is drawn to patent-eligible subject matter under § 101 is a threshold inquiry, and any claim of an application failing the requirements of § 101 must be rejected even if it meets all of the other legal requirements of patentability."
Section 101 provides that a patent may be obtained for "any new and useful process, machine, manufacture, or composition of matter, or any new and useful improvement thereof." 35 U.S.C. § 101. It is well-established that abstract ideas as well as the laws of nature and natural phenomena are not patentable under § 101.
In the context of computer software, step one requires a court to "articulate with specificity what the claims are directed to, and ask whether the claims are directed to an improvement to computer functionality versus being directed to an abstract idea."
Claim 1, "[s]tripped of excess verbiage,"
The '008 Patent describes an abstract idea that is ineligible for patent protection. The steps asserted in the Patent that constitute the "method" of the invention lack the specificity required to establish patentability. The core feature of the patent is the connection between instructions and graphical features of a webpage. This connection is made through the creation of calling scripts. The claim does not disclose, however, a method for creating the calling scripts, much less explain how the calling scripts are to be "automatically generated." The patent essentially claims any method of using a computer to "automatically generate" the dynamic linking of instructions with website features.
Boiled down to its essence, the '008 Patent claims the automatic generation of a computer code that creates an association between two objects. This is not an improvement in computer functionality, but rather a way of using a computer as a tool. "The recitation of a generic computer," however, "cannot transform a patent-ineligible abstract idea into a patent-eligible invention."
These deficiencies in the invention become clear when one considers the specific improvement in computer functionality claimed by the Patent. The asserted improvement in functionality is twofold. First, WalkMe asserts in its opposition brief that the invention aids a user of its invention who is not proficient in computer programming by "automatically generating" calling scripts. But there is no explanation of how those calling scripts are automatically generated. It merely presents the idea of using a computer to perform such a function.
Second, WalkMe contends that the claimed invention saves a user of its invention from having to regularly update instructional materials because the features of the display elements, such as size or location, are "automatically determined." Again, the value of the invention is, in essence, the automatic performance of certain tasks by a computer. The '008 Patent thus merely claims the desired result — generation of a dynamically adaptable tutorial — and specifies no more than that it will be achieved "automatically" by a computer.
It is worth noting that the claimed invention is extraordinarily broad. It does not provide any significant limitation on the nature of the association between descriptive elements and GUI elements. The corresponding features "may include graphical features such as location and/or size, temporal features, such as timing and/or duration, and/or sound features, such as volume. . . ." Graphical features may include "location, shape, colors, type, position, theme and direction." This broad claim preempts virtually any method of associating the features of descriptive and graphical elements on a webpage.
WalkMe relies heavily on the recent case of
The '008 Patent is more closely analogous to another claim found to be ineligible in
The patents at issue in
Recently, in
Finally, WalkMe relies upon the Federal Circuit's nonprecedential opinion in
Because the '008 Patent is directed to an abstract idea, the Court must "consider the elements of each claim both individually and as an ordered combination to determine whether the additional elements transform the nature of the claim into a patent-eligible application."
The '008 Patent lacks any inventive concept that could save it from invalidity. As described above, the implementation of the abstract idea using "generic computer technology" does not constitute an "inventive concept" so as to render an otherwise abstract idea patent-eligible.
Further, the '008 Patent is not directed at solving a problem that is unique to computers.
Another problem that the patent seeks to solve is that, as a computer program is modified or updated, instructional materials for how to use that program may become obsolete. The asserted invention purports to save a user of the invention from having to continually update instructional materials as new versions of the underlying program are released. But again, the obsolescence of instructional documentation resulting from product changes is not a problem that is unique to computers. The same problem would be experienced by, for example, manufacturers of home appliances who release new versions of their products with an altered consumer interface, thereby rendering prior instructional diagrams obsolete.
WalkMe asserts, however, that repeated revisions can be burdensome and costly. It asserts that its "unique combination of steps and elements" for creating a dynamically adaptable "tutorial" is an inventive concept that is entitled to protection. It asserts that it has recited in specific detail how the proverbial sausage is made. It lists such components as the automatic generation of calling scripts, the embedding of those scripts into a web document, the sequential triggering of the embedded scripts, and the sequential presenting of the desired descriptive elements on top of the modified web document. But, as already explained, there is not enough specificity as to those steps and elements to carry the '008 Patent beyond the realm of describing an idea. The invocation of a wish list of functions, incorporating computer terminology, does not create an invention. While applying a computer to many tasks can certainly reduce burden and cost, what is described here is insufficient to meet the demands of Section 101.
WalkMe does not make a separate argument as to the patent eligibility of Claims 9 and 17. In any event, these claims are substantially similar to Claim 1, and they suffer from the same deficiencies. Claim 9 simply claims a "network node" with essentially the same limitations as Claim 1. Claim 17 is directed to presenting a dynamically adaptable tutorial by loading the code for the web page, including the calling scripts, to a web browser. These claims are patent ineligible for the same reasons as Claim 1.
The dependent claims asserted in WalkMe's complaint do not add significant limitations to Claim 1. They are still directed to the abstract idea of generating, maintaining, and conditionally presenting an association between two objects.
WalkMe argues that two dependent claims add significantly more to Claim 1. It asserts first that Claim 4 calls for the creation of new calling scripts for each step the user adds to a tutorial, all without having to modify the code. Claim 4 purports to limit Claim 1 by "associating between each of said plurality of descriptive elements and said plurality of calling scripts without user generated code." This is merely a restatement of Claim 1's requirement that the calling script be "automatically generated," thus saving a user from having to write the code herself.
WalkMe next asserts that Claim 6 describes a plurality of triggers, each of which requires separate calling scripts. Claim 6 lists several examples of potential calling script triggers, such as "clicking a separate GUI element, clicking an element of a separate GUI element, clicking a next button, typing characters with a keyboard, hovering over a separate GUI element, hovering over an element of a separate GUI element, time period elapsing and web document refreshes, web document redirected." Each of these are commonplace actions performed by users of computers, and do not significantly add to the invention described in Claim 1.
The '008 Patent claims an abstract idea, which is patent ineligible subject matter under Section 101 of the Patent Act. The dependent claims are invalid as well. Pendo's October 30, 2018 motion to dismiss is granted. The Clerk of Court shall enter judgment for the defendant and close the case.