<NewField> AdjustedExpirationDate
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It would be a very nice feature if there were an "AdjustedExpirationDate" field that was simply the ExpirationDate field + PTA. This would not be user editable; it would be calculated based on whatever was entered into the ExpirationDate and PTA fields.
Right now, AppColl automatically changes the "Status" of "Issued" patents to "Expired" when the expiration date is reached. However, patents with PTA do not expire on their expiration date, they expire later. This can be very problematic, as if a report having the application status is generated from AppColl and provided to, for example, CPI or some other annuity service, it will incorrectly tell the annuity service that an application is expired when it is actually not. This may cause the annuity service to assume that maintenance fees no longer need to be paid, and the service will no longer request payment instructions for it.
This is problematic when trying to generate a report, for example, of all patents that may have maintenance fees that need to be paid. You'd want to include all patents with "Issued" status, but also all patents with "Expired" status that still had PTA left. Unfortunately, there is no easy way to do this right now. If the AdjustedExpirationDate field existed, we could simply filter on all patents with Issued status OR Expired status with AdjustedExpirationDate > today.
The only other option is to manually edit the ExpirationDate field to include the PTA, but that would be non-preferred since it introduces a constant risk of user error and is difficult to easily verify as being correct.
In a perfect world, the AdjustedExpirationDate would also reflect the effects of any terminal disclaimers that might have been filed--although this would be much more complicated to determine. It might be best to have another calculated field for "TDExpirationDate" that reflects this modified expiration date.
It would also be nice if the auto-change from "Issued" to "Expired" were to be based on the AdjustedExpirationDate instead of the ExpirationDate. That would be much more accurate and much less likely to lead a user to inadvertently miss a patent that was still active due to PTA. This should be the default behavior, or at least a setting that admins can select.
Can this be done?
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Dear AppColl,
Please implement this request with high priority. While this is not a big deal for professional prosecutors, it is a big deal for users who use AppColl to manage portfolios.
Thank you.
~Jonah
