Review and decisions · Autessa IDF Manager
Commercial strategy and file decisions
Autessa IDF Manager records the business case for every invention disclosure: an estimated value, the file decision (for example file, defer or abandon), the decision rationale, a licensing strategy and the competitive significance. Together with the scores, they explain why an idea was or was not pursued.
- Free-text estimate in your own terms
- File, defer or abandon, and why
The problem
Filing is a business decision
Patents are expensive to file and maintain, so the question is rarely just "is it new?" but "is it worth it?". Writing down the expected value, the licensing angle and why it matters competitively, next to the legal assessment, lets a review committee weigh both sides in one place.
What you get
- Estimated value in your own words, such as "$2M over 5 years".
- File decision as a short value such as File, Defer or Abandon.
- Decision rationale explaining the call.
- Licensing strategy and competitive significance as long-form text.
- Restricted to Reviewers and Admins, on the Review tab.
- Changes are written to the activity feed.
How it works
How does commercial strategy and file decisions work in Autessa IDF Manager?
Estimate the value
During review, record what the invention could be worth and over what time frame.
Consider licensing and competition
Note how it could be licensed and why it matters against competitors.
Record the decision
Enter the file decision and the rationale, then move the disclosure to Approved, On Hold or Rejected.
Every option
Commercial and strategic fields
| Option | What it does |
|---|---|
| Estimated value | Short text, for example "$2M over 5 years". |
| File decision | Short text, for example File, Defer or Abandon. |
| Decision rationale | Long-form text. |
| Licensing strategy | Long-form text. |
| Competitive significance | Long-form text. |
Permissions
Who can do what?
Admin, Reviewer, Contributor and Viewer. Anyone not given a role is a Viewer.
| Role | Can |
|---|---|
| Reviewer | See and edit every commercial field. |
| Admin | See and edit every commercial field. |
| Contributor | Cannot see these fields. |
| Viewer | Cannot see these fields. |
Connected
How it connects to the rest of IDF Manager
FAQ
Questions about commercial strategy and file decisions
Can I record why we chose not to file?
Yes. Use the file decision and decision rationale fields, and the rejection reason in the internal review section, so the reasoning stays with the disclosure.
Does IDF Manager capture licensing plans?
Yes. Each invention records a licensing strategy with its legal and commercial fields.
Who can see the estimated value?
Reviewers and Admins only. Commercial fields are restricted like the legal and scoring fields.
Start your invention program
Try commercial strategy and file decisions in Autessa IDF Manager
Autessa IDF Manager records the business case for each invention: estimated value, the file decision, the rationale behind it, a licensing strategy and the competitive significance.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
Make Autessa IDF Manager fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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