Invalidity dossier

US 10869157

Systems and methods for users to receive and/or reply to information affiliated with communication attempts while remaining substantially disconnected from mobile electronic device(s) and/or networks

Current assignee: Individual

Added 10/1/2026, 9:34:27 AM

At a glanceNo PTAB challengesNo litigation on fileWireless Technologies

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Patent summary

Title, assignee, inventors, filing/issue dates, abstract, and a plain-language overview of the claims.

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I'll search for the specific patent number and any litigation references.

Let me search for litigation and the patent family/assignee details.

Let me check for litigation, PTAB, and the continuation patents that might be in dispute.

Search scope and caveats

I searched for the literal identifier US 10,869,157 (and its application/publication siblings 13/645,051 and 20130084923 A1). Results from the Justia patent database and PatentGuru corroborate the bibliographic data below, and the full patent text you supplied is treated as authoritative. I found no CAFC 2026 docket entry, Federal Circuit opinion, IPR/PTAB proceeding, or district-court complaint specifically naming patent 10,869,157. One search returned a Federal Circuit update (Gibson Dunn, "Federal Circuit Update — June 2026") but nothing in it referenced this patent. The only "10,869,157" hit outside patent databases was a UK Companies House registration number for an unrelated property company (Alphacon Properties Ltd) in The Gazette — not this patent. I therefore cannot confirm any litigation history, and I explicitly flag that absence of hits ≠ proof that none exists; dedicated PACER/Docket Navigator access would be needed for a definitive litigation check.


Bibliographic summary (US 10,869,157 B2)

Field Value
Patent number US 10,869,157 B2
Title Systems and methods for users to receive and/or reply to information affiliated with communication attempts while remaining substantially disconnected from mobile electronic device(s) and/or networks
Inventor Joseph Schuman (sole inventor)
Assignee Listed as "Individual" (originally and currently; Google Patents notes the listed assignee may be inaccurate). No corporate assignee appeared in the record.
Application number 13/645,051
Priority date 2011-10-04 (US provisional 61/542,891, filed 2011-10-04)
Filing date 2012-10-04
Pre-grant publication US 20130084923 A1, published 2013-04-04
Issue/grant date 2020-12-15
Anticipated expiration 2032-10-04
Status Active
Claims 27 (3 independent: 1, 12, 20)
Primary classifications H04W4/00; H04M1/72448; H04M1/72451; H04M1/72566; H04M1/6505; H04M1/663; H04M2250/60
Continuation family US 17/121,743 (filed 2020-12-14 → US 11,611,844 B2); US 18/124,539 (filed 2023-03-21 → US 12,507,034 B2); US 19/432,081 (filed 2025-12-23 → US 20260122448 A1)
Notable citing patent US 11,516,643 B1 (Loralee Hajdu, "Connection specific selection of automated response messages")
Prior-art citations 33 (list truncated in source)

Abstract (as issued)

The abstract states the invention relates to systems and methods enabling processor-readable instructions (e.g., an "un-wired algorithm/application/service"), stored in processor-readable media, to be accessed/processed on mobile electronic devices and/or networks such that when activated by users or authorized parties, the device's alert (audiovisual alert, vibrator, etc.) can be deactivated. When the un-wired application is activated, customizable replies can automatically or substantially automatically be communicated in response to missed communication attempts (voice calls, video calls, texts, e-mail, etc.).


Plain-language overview of the independent claims

Claim 1 — Method of disabling audiovisual alerts on a portable communications device (server-side).
A server that is in electronic communication with the user's portable device gives the user an option to block certain alerts and incoming communication attempts arriving from an "attempting portable device," with the blocking performed via the server. The server then sends an indication to the attempting device that blocking is enabled — and that indication takes the form of a status post shown on the attempting device before that device tries to initiate communication. While the block is enabled, the server keeps a log of incoming communications and later (or during the blocked period) provides that log to the user. Finally, the server gives the user a choice to keep receiving certain alerts/communications even while blocking is on; if the user opts in, the user's device still auto-generates alerts in response to attempts, and status posts continue to be automatically transmitted to attempting devices until blocking is turned off.

Note (read literally): Claim 1 recites "a server" providing the option, and claim 11 adds that the server is physically separate from the wireless communication device (claim 11's antecedent "the wireless communication device" does not literally appear in claim 1, which uses "portable communications device").

Claim 12 — Electronic communications network (system claim).
One or more processors are configured to: (a) give a user an option to block incoming communications to a networked electronic device; (b) actually block those communications per the user's preferences, where those communications are tied to audiovisual alerts on the device; (c) search for and obtain information from internet sources; (d) maintain a log of incoming communications during the enabled period — the log expressly including voice calls, texts, e-mails, notifications, and the information obtained from internet sources; (e) provide that log to the user either while blocking is enabled or after it is disabled; (f) proactively provide an indication that blocking is enabled to other networked devices regardless of whether those devices attempt to communicate with the user; and (g) give the user a choice to keep receiving audiovisual alerts while blocking is enabled.

Note (read literally): The claim contains the typo "audiovisual alters" in the step about providing the log. Claim 19 oddly reads "The method of claim 12," although claim 12 is a network/apparatus claim, and adds that the processors are physically separate from the communications device.

Claim 20 — Portable communications device (device claim).
A portable device with networking circuitry and a storage medium storing instructions that, when executed: (a) provide a user interface to enable a network "block setting" that blocks any of voice calls, video calls, text messages, e-mails, and alerts; (b) receive from the network a log of incoming communications from the blocked period; (c) provide an indication comprising a status post displayed on other networked devices while the block setting is enabled; and (d) give the user a choice to continue receiving incoming communications during the block period — where, if selected, the user continues to automatically receive communications while status posts continue to be automatically transmitted to attempting devices.


Dependent-claim highlights (for context)

  • Claims 2–4: status post indicating unavailability, customizable, delivered in the same communications mode as the incoming message.
  • Claims 5–6: user selection of which alert types to disable; blocking scoped to specific sources or groups.
  • Claims 7–10: invocation by one-button interface, finger-swipe, or voice activation; or automatically by schedule, user location, or device status.
  • Claims 13–18: automated "unavailable" response to senders (customizable, same mode); instructions on which communication types and which persons/entities to block; internet sources defined as websites, blogs, and social media postings.
  • Claims 21–27: same one-button/swipe/voice activation; log that includes "updates" (weather, stocks, sports, traffic, flight, Facebook, tweets, website feeds); device pulls updates while blocked; an interface to reply to logged attempts in the same communication form as the missed communication; and removal of a notification from the log.

Uncertainty flags (stated explicitly, per your instruction)

  1. Litigation / CAFC 2026: No authoritative confirmation found that US 10,869,157 has been asserted in litigation or reached the Federal Circuit in 2026. My searches surfaced no matching docket. Treat as unknown rather than as "no litigation."
  2. Assignee: Both the source text and Google Patents list the assignee as "Individual" (Joseph Schuman), with an express disclaimer that the listed assignee may be inaccurate. I cannot confirm whether ownership has since been transferred to an entity (e.g., an operating company).
  3. Source truncation: The patent page's citations list was cut off at 33 references after the entry "US20060078105A1." I have not verified the complete prior-art citation set.
  4. Claim-drafting anomalies (claim 11's "wireless communication device," claim 12's "alters," claim 19's "method of claim 12") are reproduced literally and not auto-corrected, per your rule.

Generated 10/1/2026, 10:01:03 AM

Cases on file (0)

Specific litigation cases in our database that name US patent 10869157. The free-form analysis below may also discuss cases beyond this list.

No cases on file mention this patent. Upload a CSV or add a case manually in Admin → Manage litigation cases.

Litigation summary

Past and pending lawsuits — plaintiffs, defendants, jurisdictions, outcomes, and notable rulings.

✓ Generated

I'll search for litigation involving US patent 10869157 across patent litigation databases.

Initial results are mostly off-target. Let me search more specifically.

Litigation Search Report — U.S. Patent No. 10,869,157

Note on search execution: My tool budget for this session was exhausted before I could exhaustively query every source (I was cut off mid-search on several queries aimed at PACER/CourtListener dockets and the Unified Patents caselist). The report below reflects what the completed searches returned, and I flag where confidence is lower as a result.


Patent identified (for disambiguation)

Field Value
Patent No. US 10,869,157 B2
Title Systems and methods for users to receive and/or reply to information affiliated with communication attempts while remaining substantially disconnected from mobile electronic device(s) and/or networks
Inventor Joseph Schuman
Priority date 2011-10-04 (provisional 61/542,891)
Application US 13/645,051, filed 2012-10-04
Grant date 2020-12-15
Current assignee Individual (per Google Patents)
Anticipated expiration 2032-10-04
Family Continuations: US 11,611,844 B2 (filed 2020-12-14); US 12,507,034 B2 (filed 2023-03-21); US 2026/0122448 A1 (filed 2025-12-23, pending)

Result: No litigation located

I found no litigation — district court, Federal Circuit, ITC, or PTAB — involving US 10,869,157 B2. Specifically, none of the searches returned:

  • A complaint naming the '157 patent as an asserted patent;
  • A declaratory-judgment action naming the '157 patent;
  • An IPR/PGR/CBM petition challenging the '157 patent;
  • A Federal Circuit or ITC appeal involving the '157 patent.

No plaintiff/defendant pairs, jurisdictions, case numbers, or filing dates can be reported, because none were found.

Search results that were checked and ruled out (to show the ID was not mismatched)

  1. "10869157" in a UK result — This was a UK Companies House / Gazette company registration number (ALPHACON PROPERTIES LTD), not the U.S. patent. Excluded as a non-match.
  2. US 11,516,643 B1 (Loralee Hajdu, "Connection specific selection of automated response messages," priority 2013-05-18) — Listed on the '157 Google Patents page under "Cited By," i.e., a third-party citation to the '157 patent's technology. This is a patent citation, not litigation and not a challenge to the '157 patent.
  3. "Earl Schuman" (Stanford NPE database) and "Schuman v. Microchip" / "Schuman v. Kokido" / "Water Technology v. Kokido" — These involve unrelated individuals/patents (a pool-cleaner inventor named Schuman; an ERISA/severance suit). Not the '157 inventor (Joseph Schuman) and not the '157 patent.
  4. Various PTAB/Delaware/Texas opinions returned by keyword matching ("101576," "869," "Schuman") concerned entirely different patents (VLSI v. Intel '759; NuVasive '869; Fresenius/BioQ '010; etc.) and were excluded as non-matches.

Where I could not fully confirm

  • Unified Patents litigation caselist (portal.unifiedpatents.com/litigation/caselist) — I did not obtain a direct hit for this patent number; the results returned other Unified matters (Dolby v. Unified RPI dispute; Uniloc cases). I cannot state that the caselist contains no entry, only that no entry surfaced in my searches.
  • PACER / CourtListener case dockets — My targeted queries did not return a docket for this patent, but I did not complete a docket-by-docket sweep.
  • PTAB (PTAB E2E / PTAB Portal) — No petition challenging the '157 patent appeared; not fully confirmed.

Attorney's caveat

Because this patent is owned by an individual (Joseph Schuman), any enforcement activity would likely appear as a pro se or small-firm infringement complaint in a district court (often E.D. Tex., D. Del., or W.D. Tex.), and such suits are sometimes docketed under the continuation patents in the family (US 11,611,844 or US 12,507,034) rather than the '157. If you need a definitive negative, the recommended next steps are:

  1. A Docket Navigator / Lex Machina patent-number search restricted to 10,869,157 (with the continuation numbers 11,611,844 and 12,507,034 as secondary queries);
  2. A PACER "party search" for Joseph Schuman as plaintiff;
  3. A PTAB E2E search on the same three patent numbers.

Bottom line: Based on the searches performed, no litigation involving US 10,869,157 is known. This should be treated as "none found" rather than a fully verified "none exists," given the incomplete source coverage noted above.

Generated 10/1/2026, 10:00:58 AM

Proceedings on file (0)

All PTAB activity →

AIA trial proceedings (IPR / PGR / CBM) filed at the USPTO Patent Trial and Appeal Board against this patent. Sourced from the USPTO Open Data Portal and refreshed every six hours; each proceeding number deep-links to the PTAB E2E docket.

No PTAB proceedings on file. This patent has not been challenged via IPR, PGR, or CBM. The absence is itself a signal — well-asserted patents eventually attract IPRs. The LLM analysis below may surface filings the ODP feed hasn’t indexed yet.

PTAB challenges

AIA trial proceedings at the USPTO Patent Trial and Appeal Board — IPR, PGR, and CBM. Petitioners, judge panels, claim-level invalidation outcomes from Final Written Decisions, and Federal Circuit appeals. The single most important defensive datapoint after litigation history.

✓ Generated

I'll verify the structured "no proceedings" signal against public sources before reporting.

Let me run a few more targeted checks against PTAB/CourtListener-indexed sources.

PTAB Proceedings — US 10,869,157 B2

Verification performed: USPTO Open Data Portal structured "PTAB proceedings on file" block (canonical, as of the most recent ingest) + independent web searches across PTAB/PTAB E2E-indexed decision text, Docket Alarm, CourtListener-indexed PTAB tables, and Unified Patents' patent portal, using the patent number, the title, the "un-wired application" terminology, and the inventor name.

Proceedings overview

There are zero (0) AIA trial proceedings on file against US 10,869,157. No IPR, no PGR, no CBM. There is nothing to break down by status — no active trials, no claims invalidated, no claims sustained, no settlements, no institution denials, and no Federal Circuit appeals of any PTAB Final Written Decision.

The defensive posture this gives a defendant is unusual and worth stating plainly: the patent is untested at the PTAB, which cuts both ways. All 27 claims stand undisturbed, so there is no canceled claim to point the patent owner to and no FWD to leverage. But there is also no § 315(e)(2) estoppel against anyone, and no petitioner has burned any prior-art ground — every invalidity theory a defendant can construct is still fresh. This is a patent whose validity has never been stress-tested in an AIA trial despite a fairly broad, software-centric claim set, which is itself a signal that assertion activity has been limited or recent.


Proceedings detail

No proceedings to report.

There is no {PROCEEDING_NUMBER} to populate. I found no IPR/PGR/CBM petition, institution decision, Final Written Decision, termination, or CAFC appeal for US 10,869,157. I am not going to manufacture a proceeding number, panel, or disposition to fill the template — none exists.

One item that is not a PTAB proceeding but is easy to misread as one: the Google Patents page lists a "Cited By (1)" entry, US 11,516,643 B1 (Loralee Hajdu, priority 2013-05-18, "Connection specific selection of automated response messages"). That is a later third-party patent that cites US 10,869,157 as prior art — it is not an AIA challenge to this patent. Likewise the "Families Citing this family (6)" list (CN 103297583 A, US 9,807,730 B2, US 9,554,261 B1, US 9,942,733 B1, CA 3093004 C, CN 111147356 A) is a forward-citation list, not PTAB activity.


Strategic summary

Claim status: all 27 claims UNTESTED. Nothing has been canceled, confirmed, or amended. The claim set breaks into three independent families — method claims 1–11 (server-side blocking/status-post method, with claim 11 reciting the server is "physically separate from the wireless communication device"), network claims 12–19 (electronic communications network with processors; claims 13–18 dependent; claim 19 mirroring claim 11's separateness limitation), and device claims 20–27 (portable communications device, with claims 21–27 dependent and claims 22–27 adding the "updates"/log-reply features). Because claim 1 and claim 12 have never faced an IPR, there is no PTAB-construed claim term, no Board finding on the "status post displayed on the attempting portable device prior to the time the attempting portable device attempts to initiate communication" limitation (claim 1), and no Board treatment of the § 112 or § 101 angles. A defendant gets to write on a blank slate — but also cannot borrow any of the Board's work.

Estoppel landscape: clean. With no petitioner of record, no party is subject to 35 U.S.C. § 315(e)(1) or (e)(2) estoppel, and no privies are barred. That means every § 102/§ 103 ground is available, including grounds the examiner did not consider and grounds that would have been reasonably raisable had anyone ever filed. Practical consequence: a defendant is free to file an IPR without worrying about forfeiting art it wants to preserve for district court, and the patent owner cannot argue that any ground was "reasonably could have been raised" by a prior petitioner because there was no prior petitioner.

Pattern signals. No repeat petitioner (there is no petitioner at all). No aggressive PTAB appellate posture by the patent owner — the patent owner has never had to defend an FWD. No defensive aggregator appears in the chain: the current assignee is listed as Individual (Joseph Schuman), not a defensive fund or operating company, so do not expect a Unified Patents- or RPX-style coordinated challenge to exist as a resource.

Family status is the real complication, not the PTAB. US 10,869,157 is the root of an actively expanding family: continuation US 17/121,743 → US 11,611,844 B2; continuation US 18/124,539 → US 12,507,034 B2; and a further US 19/432,081 (published as US 2026/0122448 A1, filed 2025-12-23), still pending per the ODP family data. The '157 patent's anticipated expiration is 2032-10-04. A validity or design-around analysis that addresses only the '157 claims will be incomplete — the continuations may carry different (and possibly broader or narrower) claim scope.


Recommended next steps

  • If you are a defendant with a demand letter or complaint citing US 10,869,157: there is no FWD to link to and no invalidated claim to quote. Nothing has been canceled. Do not represent otherwise; there is no such document. Your validity positions must be developed from scratch against the issued claims on the face of the patent (Google Patents US10869157B2).
  • IPR is available and unencumbered. The patent has a priority date of 2011-10-04 and a filing date of 2012-10-04, i.e., pre-AIA, so:
    • PGR is not available (post-grant review applies only to first-inventor-to-file patents).
    • CBM is not available (the CBM program sunset for new petitions on 2020-09-16, and this patent is not a financial-services covered business method in any event).
    • IPR under § 311 is the vehicle, on § 102/§ 103 grounds. Watch the § 315(b) one-year bar: it runs from service of a complaint alleging infringement, so if you have been served, the clock is running.
  • Timing expectations if you file. Institution decisions are due within 6 months of the petition's filing date (§ 314(b)); if instituted, the Board's statutory deadline for an FWD is 12 months from the institution date (§ 316(a)(11)), extendable up to 6 months for good cause (§ 316(a)(11) / § 326). Note that discretionary-denial practice under Fintiv and the Board's current § 325(d)/§ 314(a) guidance has shifted repeatedly since 2022 — check the guidance in force at filing rather than relying on older practice.
  • Treat the pending continuation as a parallel risk. Before committing to an IPR on the '157 claims, confirm the claim sets of US 11,611,844 B2 and US 12,507,034 B2 and monitor US 19/432,081. Invalidating '157 claims is of limited strategic value if the same disclosure supports asserted claims in a sibling that issues later.
  • The absence of PTAB activity is informative but not exculpatory. Well-asserted patents with broad software claims typically attract IPRs within a few years of assertion. The lack of any petition here is consistent with (a) limited or very recent assertion activity, (b) an individual/small-entity owner with limited enforcement footprint, or (c) an ODP indexing lag for anything very recently filed. My searches surfaced no district court assertion of this patent either, but I flag that as absence of evidence rather than a confirmed negative — I did not run a full PACER/Docket Alarm docket sweep, and a freshly filed case may not yet be indexed.

Sources checked

  • USPTO Open Data Portal — "PTAB proceedings on file" structured block for US 10,869,157 (canonical; returns zero proceedings).
  • Google Patents — US10869157B2 (claims, priority/family data, forward citations, anticipated expiration 2032-10-04).
  • PTAB E2E / PTAB public-information petition documents (ptacts.uspto.gov) — no petition, decision, or appeal document referencing this patent number was returned.
  • CourtListener-indexed PTAB proceeding tables and Docket Alarm PTAB records — no case referencing this patent number.
  • Unified Patents patent portal — no proceeding associated with this patent.

Bottom line for the client: no IPR, no PGR, no CBM, no FWD, no appeal — nothing on file. You are not estopped, you have not lost any ground, and you have a genuinely untested patent to attack. Budget for a validity analysis against the '157 claims and the live continuations, and diarize the § 315(b) bar immediately if a complaint has been served.

Generated 10/1/2026, 10:01:06 AM

Assignment history

Inventors, original assignee, and the chain of ownership recorded with the USPTO — including the correspondent attorney who recorded each assignment, since shell-LLC chains often share one repeat-player attorney even when the entity names look unrelated. Surfaces NPE / patent-troll patterns: shell-entity transfers, known asserters in the chain, repeat correspondent fingerprints, pre-litigation assignments, and bankruptcy fire-sales.

✓ Generated

I'll investigate the assignment record for US 10869157. Let me start with the patent's own metadata and then query the assignment databases.

Let me try to locate the specific assignment records and cross-reference databases.

Let me query the assignment records directly and check litigation/NPE databases.

I hit the tool-call limit before I could pull the Assignment Center API response directly, so the finding below rests on (a) the authoritative full patent text you supplied and (b) Google Patents legal-events data, which mirrors the USPTO assignment recordation feed. I flag the one place where that distinction matters.


Inventors

  • Joseph Schuman — sole named inventor on US 10,869,157.

    • Address of record (as it appears on the international family): 116 East 10th Street, New York, NY 10003 (confirmed via the EP national-register entry for the sibling case EP3069310, which names "Schuman, Joseph" as both inventor and titulaire/proprietor).
    • Employer at time of filing: not determinable, and likely none. The application was filed 2012‑10‑04 in Schuman's personal name; USPTO/Google Patent data lists the original assignee as "Individual," i.e. there was no corporate applicant to which the inventor would have had a duty to assign.
    • No "departing inventors" pattern — there is only one inventor and no original corporate assignee, so the classic fire-sale precursor (all inventors leaving the original assignee within 12 months) is structurally inapplicable here.

Caveat: A "Peter Schuman v. Microchip Technology" (N.D. Cal. 4:16‑cv‑05544) ERISA severance class action appears in search results. That is a different individual and is unrelated to this patent. Do not conflate them.

Original assignee

  • Individual — Joseph Schuman. The issued face of the patent and both the Google Patents "Original Assignee" and "Current Assignee" fields read "Individual." There is no operating company, no product-liability-bearing corporate entity, and no SEC-reportable owner anywhere on the face of the patent.
  • Primary line of business / product: The specification describes a mobile "un‑wired" application (silence alerts + auto‑reply to missed communications). I found no evidence of a commercially shipped product under the name "un‑wired," and no evidence of the owner being a corporation at all.
  • Current status: Individual / natural-person owner; patent Active with anticipated expiration 2032‑10‑04. No dissolution, acquisition, or bankruptcy recorded.

Assignment timeline

Recorded assignments found: NONE.

US 10,869,157 has no entry in the assignment chain corresponding to any conveyance. The Google Patents legal-events timeline contains only prosecution/lifecycle events — application filed (2012‑10‑04), priority claim to provisional 61/542,891 (2011‑10‑04), publication US20130084923A1 (2013‑04‑04), grant (2020‑12‑15), subsequent child-continuation priority claims, "Active," and anticipated expiration — and no Assignment, Security Agreement, Merger, Change of Name, License, or Release record.

This is internally consistent: the patent was filed in the inventor's own name as an individual, so there was never even an inventor‑to‑company assignment to record, let alone a post-issuance transfer. There are therefore no reel/frame numbers, no assignors/assignees, and no assignment correspondent to report for this patent.

Ownership continuity is corroborated by the continuing family, all of which remains under the same individual:

Application Filed Result Owner
13/645,051 (this patent) 2012‑10‑04 US10869157B2 Individual (Schuman)
17/121,743 (continuation) 2020‑12‑14 US11611844B2 Individual (Schuman)
18/124,539 (continuation) 2023‑03‑21 US12507034B2 Individual (Schuman)
19/432,081 (continuation) 2025‑12‑23 US20260122448A1 Individual (Schuman)

For the record, the prosecution agent of record appearing on Schuman's related filings is Tarter Krinsky & Drogin LLP (surfaced as the代理机构 on the sibling filings). That is prosecution counsel, not an assignment correspondent — with no assignment records there is no recorded correspondent to flag, and a single firm doing prosecution work is not an NPE signal.

One caution: I could not hit the Assignment Center search API directly in this session, so this "no records" finding is drawn from the assignment feed as mirrored in Google Patents legal events. It should be spot-confirmed at the source link below; a manual search on 10869157 returns the same result.

Timeline diagram

timeline
    title Ownership of US 10869157
    2011 : Provisional filed by Joseph Schuman
    2012 : Non-provisional filed by Joseph Schuman
    2020 : Patent issued to Joseph Schuman
         : Continuation filed by same owner
    2023 : Second continuation filed
    2025 : Third continuation filed

NPE / troll-pattern signals

  1. Shell-entity transfer — not present. No transfer of any kind is recorded, so there is no move into a licensing LLC. The owner of record remains the natural person who filed the application.
  2. Known asserter in the chain — not present. No assignee matches Acacia, Marathon, Intellectual Ventures, IPNav, Wi‑LAN, Conversant/Mosaid, Vringo, Pendrell, Innovatio, MPHJ, Lumen View, Round Rock, Document Generation Corp, or any Spangenberg-linked entity. There is no assignee in the chain at all beyond the individual owner. No Unified Patents / RPX high-frequency-plaintiff record surfaced for Schuman.
  3. Repeat correspondent across the chain — not present / not applicable. Signals 3–4 require at least one recorded assignment link from which to harvest a reel/frame and correspondent. None exists. (Tarter Krinsky & Drogin LLP appears only as prosecution agent, and only a single firm of record — explicitly not the recurrence pattern this signal targets.)
  4. Cascading transfers — not present. Zero consecutive assignments; the family has stayed with the same individual across 2020, 2023 and 2025 filings.
  5. Pre-litigation transfer — not present. No infringement suit naming this patent was located, and no pre-suit assignment exists from which to build standing/venue.
  6. Bankruptcy fire-sale — not present. No corporate assignee, no Chapter 7/11 proceeding, no portfolio sale.
  7. Privateering — not present. No operating-company-to-NPE transfer appears; the patent has never left the inventor's hands.
  8. Defensive aggregator — not present (inverse not met). The chain does not terminate at RPX / AST / LOT / Unified / OIN. It terminates at the original individual inventor, so this is not a neutralization finding either — it is simply an unassigned, individually-held patent.

Verdict

Insufficient data (no records, or only the original assignment).

US 10,869,157 was filed by, issued to, and (per the legal-events feed) is still held by its sole inventor, Joseph Schuman, as an individual — there is no recorded assignment, no reel/frame, no successor assignee, and no correspondent to analyze, and no litigation by this owner against this patent's subject matter was found. The absence of any assignment is itself the finding: the original individual applicant still owns the patent, so no NPE shell-chain, cascading-transfer, or pre-litigation-transfer theory can be supported. There is likewise no evidence of a defensive-aggregator termination — the patent is simply unassigned by a natural person.

Verify at the source (search patent number 10869157):

Note on method/limits: this conclusion relies on the assignment feed as mirrored by Google Patents legal events plus the authoritative patent text you supplied; I was unable to fetch the Assignment Center API response in this session, so a manual confirmation query is advisable before relying on the "no records" finding in a formal diligence memo.

Generated 10/1/2026, 10:01:11 AM

Prior art

Earlier patents, publications, and products that may anticipate or render the claims unpatentable.

✓ Generated

I'll research US patent 10869157 and its cited prior art references. Let me start with searches on the patent and its citations.

Let me search for the full citation list of this patent from patent databases.

Let me get the full citations list from patent databases.

Prior-Art Analysis — US 10,869,157 B2

Scope and confidence note (read first)

I was able to retrieve the patent record and the beginning of its "References Cited" list, but the authoritative text I was given truncates the citation list mid-entry (the record states "Citations (33)", but only the first five references were visible before the text cut off at US20060078105A1). My subsequent attempts to pull the complete 33-item face citation list from Justia/Google Patents/USPTO were blocked by tool limits.

I am therefore giving you a verified analysis of the five citations I can confirm and flagging explicitly that ~28 additional cited references exist that I could not verify and will not fabricate. I will not invent citations or dates.

Note also: the patent lists a forward citation, US11516643B1 ("Connection specific selection of automated response messages," Loralee Hajdu, priority 2013-05-18). That is later than this patent's priority date and is not prior art; it is only relevant as evidence of citation traffic.

The patent under analysis

  • Patent: US 10,869,157 B2
  • Title: Systems and methods for users to receive and/or reply to information affiliated with communication attempts while remaining substantially disconnected from mobile electronic device(s) and/or networks
  • Inventor: Joseph Schuman; Assignee: Individual
  • App. No.: 13/645,051; Provisional: 61/542,891
  • Priority date: 2011-10-04; Filed: 2012-10-04; Granted: 2020-12-15
  • Governing law: Pre-AIA 35 U.S.C. § 102 applies (application filed Oct. 4, 2012, before the March 16, 2013 AIA first-inventor-to-file effective date). All five references below published before the 2011-10-04 priority date and therefore qualify as § 102(a)/(b) prior art on their face.

The five confirmed citations, with § 102 relevance

1. US 2002/0037715 A1 — "Enhanced wireless handset, including direct handset-to-handset communication mode"

  • Applicant/Assignee: SBC Technology Resources, Inc.
  • Priority date: 1998-06-15 • Publication date: 2002-03-28
  • Brief description: A wireless handset operable in a direct handset-to-handset communication mode that lets devices communicate without a network intermediary, plus adjunct calling features.
  • Potential § 102 relevance: Weak/likely background. It addresses the concept of an "attempting portable device" initiating communication to another portable device, which is terminology used in claim 1. It does not appear to disclose the server-side option-to-block, status posts, or logging. Best characterized as § 102(a) background art, not an anticipatory reference for any independent claim (1, 12, or 20).

2. US 2004/0203651 A1 — "Annunciators for voice and data applications in wireless communication devices"

  • Inventor: Hai Qu
  • Priority date: 2002-08-13 • Publication date: 2004-10-14
  • Brief description: Wireless devices (e.g., cell phones) that generate differentiated annunciators/alerts for voice vs. data applications — i.e., customized audiovisual alerting.
  • Potential § 102 relevance: Directly relevant to the "audiovisual alerts" element of claims 1, 12, and 20 and to claim 5 ("selecting the type of communications alerts that should be disabled"). It discloses generating/selecting alert types but not blocking them server-side; likely anticipatory only as to narrower alert-selection concepts, not the independent claims as a whole.

3. US 2005/0059384 A1 — "Method and device for handling missed calls in a mobile communications environment"

  • Applicant/Assignee: Nokia Corporation
  • Priority date: 2003-09-12 • Publication date: 2005-03-17
  • Brief description: Handling of missed/unanswered calls in mobile networks, including logging missed-call information and providing notification to the caller or callee.
  • Potential § 102 relevance: Most relevant to the "maintaining… a log of incoming communications during a period of time" element of claim 1 (and the log elements of claims 12 and 20; cf. dependent claims 22–27 on log contents/reply). It teaches logging missed communications but not the server-centric "option to block" architecture or status posts; strong § 102 art for the logging sub-elements, weaker for the full independent claims.

4. US 2005/0101304 A1 — "Mobile phone with auto-response capability"

  • Inventor: Meng-Ju Lin
  • Priority date: 2003-11-11 • Publication date: 2005-05-12
  • Brief description: A mobile phone that automatically sends a pre-set response to incoming calls/messages when the user cannot answer.
  • Potential § 102 relevance: The closest of the five to the core concept. It maps to the automatic customizable reply functionality emphasized in the specification and to claim 13 ("send an automated response… user is presently unavailable"), claim 14 (customizable), and claim 15 (same communications mode). It appears to lack the server-vs-device blocking architecture, the "status post displayed on the attempting device," and the "choice to continue to receive certain alerts." Strong § 102 art for the auto-response sub-claims; not a clean anticipation of claims 1/12/20.

5. US 2006/0078105 A1 — "Telephone system with emergency override for caller to bypass telephone answering device…"

  • Inventor: Hayley Korn
  • Priority date: 1999-02-11 • Publication date: 2006-04-13 (title truncated in the record)
  • Brief description: A telephone system in which a caller can invoke an override to bypass an answering device / do-not-disturb condition (emergency override).
  • Potential § 102 relevance: Relevant to the "providing… a choice to the user to continue to receive certain alerts and communications… during the period of time that the option to block is enabled" element of claim 1, and to the analogous "choice to continue" language in claims 12 and 20. It teaches selective bypass of blocking in emergency cases, which is conceptually related but not the same as a user-selectable "continue receiving alerts" toggle; partial § 102 art at best.

Consolidated § 102 mapping

Reference Auto-reply / unavailable message Log of missed comms Blocking/silencing alerts Status post to attempting device User "continue receiving" choice
US2002/0037715 (SBC) – – – – –
US2004/0203651 (Qu) – – Partial (alert types) – –
US2005/0059384 (Nokia) Partial Yes – – –
US2005/0101304 (Lin) Yes – Partial – –
US2006/0078105 (Korn) Partial (override) – – – Partial

Bottom line: None of the five confirmed references alone appears to disclose the full combination of independent claims 1, 12, or 20 — particularly the server-side option to block, the "status post displayed on the attempting portable device prior to the attempt," and the concurrent "choice to continue to receive alerts." The strongest single-reference § 102 candidates for the narrower dependent claims are US2005/0101304 (auto-response) and US2005/0059384 (missed-call logging). These references are more naturally § 103 combination material than standalone § 102 anticipations for the independent claims.

What I could not complete

  • The patent carries 33 cited U.S./foreign references. I verified only five. The remaining citations were cut off in my source and could not be retrieved. If you need the complete 33-reference analysis, the reliable primary sources are:
  • The sibling/continuation family (US 11,611,844; US 12,507,034; US 2026/0122448 A1) share the same priority and will have overlapping-examiner citation lists that can be used to cross-check.

Caveat: The dates above are taken from the patent record as provided; certain priority/publication dates in the record are expressly labeled as assumptions by the data source, so verify exact publication dates against the individual reference documents before relying on them for a formal § 102/§ 103 opinion.

Would you like me to attempt retrieval of the remaining ~28 citations (e.g., from the Google Patents citation table) to complete the analysis?

Generated 10/1/2026, 10:01:11 AM

Obviousness

Combinations of prior art that suggest the claimed invention would have been obvious under 35 U.S.C. § 103.

✓ Generated

I'll research the prior art cited on this patent and its prosecution history before building the § 103 analysis.

I have the claim text. Now let me pull the complete cited-references list and any prosecution record for the '157 patent.

Obviousness Analysis — U.S. Patent No. 10,869,157 B2

"Systems and methods for users to receive and/or reply to information affiliated with communication attempts while remaining substantially disconnected from mobile electronic device(s) and/or networks"
Inventor: Joseph Schuman · Appl. No. 13/645,051 · Filed 2012‑10‑04 · Priority 2011‑10‑04 (Prov. 61/542,891) · Granted 2020‑12‑15


0. Scope, sources, and an important data caveat

Per the authoritative page provided, I treated the patent text (specification and the 27 issued claims) as controlling. I was asked to work from the Prior Art section of that page. I must flag a limitation up front, because it materially bounds the confidence of any § 103 conclusion:

  • The page's citation table is labeled "Citations (33)", but the text provided to me truncates after the fifth entry (US20060078105A1). I can therefore see and verify only 5 of the 33 cited references by exact identifier. My analysis of the remaining 28 is necessarily inferential, and I explicitly mark where a limitation is supported by the visible references versus by general knowledge of the art.
  • I was not able to retrieve the prosecution file history (office actions, amendments, appeal briefs) for application 13/645,051. I therefore cannot state what the examiner actually applied or what the applicant argued to obtain allowance. Any statement about the prosecution record here would be speculation, and I avoid it.
  • Identifiers are reproduced literally as they appear in the source; I have not normalized, corrected, or reformatted any alphanumeric ID. Where an entry is truncated in the source (e.g., the Korn title), I say so.

1. Governing law and critical date

  • Application 13/645,051 was filed October 4, 2012, before the March 16, 2013 AIA first‑inventor‑to‑file cutoff. Accordingly, pre‑AIA 35 U.S.C. § 103(a) governs, with the Graham v. John Deere Co., 383 U.S. 1 (1966) factual inquiries and the KSR Int'l Co. v. Teleflex Inc., 550 U.S. 398 (2007) flexibility on motivation to combine.
  • The earliest claimed priority is the provisional filed October 4, 2011. All five visible references are "A1" publications dated 2002–2006 with even earlier effective dates, so each qualifies as prior art under at least § 102(b) and § 102(e) regardless of whether the 2011 priority date is fully supported.
  • One item on the page, US11516643B1 ("Connection specific selection of automated response messages," Loralee Hajdu, priority 2013‑05‑18, published 2022‑11‑29), is listed under "Cited By." Because its priority postdates the '157 priority date, it is not prior art to the '157 patent. Its existence is only circumstantial evidence that the field was crowded by 2013. The same is true of the "Families Citing this family" entries (US9807730B2 / Lenovo; US9554261B1 and US9942733B1 / Globestar; CN103297583A; CN111147356A; CA3093004C) — all post‑date the '157 priority and cannot be used in a § 103 attack on this patent.

2. The references available from the Prior Art section

Identifier (as listed) Effective date / assignee Title (as listed) Relevance to the '157 claims
US20050059384A1 2003‑09‑12 · Nokia Corporation "Method and device for handling missed calls in a mobile communications environment" Server/network-side registration of missed-call events, combining terminal- and network-based missed-call information, presenting a combined event history, operation when the device is off/unreachable
US20050101304A1 2003‑11‑11 · Meng-Ju Lin "Mobile phone with auto-response capability" Automatic reply/response to incoming communications; suppressing user interaction while still responding to callers
US20060078105A1 1999‑02‑11 · Hayley Korn "Telephone system with emergency override for caller to bypass telephone answering device a[n]d…" (source title truncated) Caller-side override of a blocking/answering mechanism — i.e., a selective exception to blocking
US20040203651A1 2002‑08‑13 · Hai Qu "Annunciators for voice and data applications in wireless communication devices" Alerting/annunciator control on a wireless device across voice and data services
US20020037715A1 1998‑06‑15 · SBC Technology Resources, Inc. "Enhanced wireless handset, including direct handset-to-handset communication mode" Handset-to-handset communication modes; device-level feature provisioning in a wireless environment

The following are not usable prior art for this patent (post-date 2011): US11516643B1; US9807730B2; US9554261B1; US9942733B1; CN103297583A; CN111147356A; CA3093004C.


3. Claim 1 — element-by-element obviousness mapping

Claim 1 is a server-implemented method with five functional steps. I map each to the visible art and identify the combination.

Claim 1 element (verbatim gist) Primary evidentiary support Secondary support / motivation
(Preamble) "method of disabling audiovisual alerts on a portable communications device" US20040203651A1 (Qu) — annunciator control on a wireless device US20050101304A1 (Lin) — auto-response mode that necessarily suppresses the alerting behavior while responding
(a) "providing, by a server … an option to block certain alerts and communication attempts … via action of the server" US20050059384A1 (Nokia) — network/PLMN-side handling of calls when "the mobile terminal is not available or not reachable … or a call redirection is set" (i.e., the network, not the handset, is what blocks/redirects) User-selectable network-level DND/redirection is a standard telephony service; Lin's user-selectable auto-response supplies the "option" aspect
(b) "sending, by the server, an indication to the attempting portable device that the option to block is enabled … a status post displayed on the attempting portable device prior to the time the attempting portable device attempts to initiate communication" Weakest-supported limitation among the five visible references. Not clearly disclosed by any of the five as to a pre-communication status broadcast General knowledge of the art: presence/"away" status in IM and unified-communications buddy lists; the '157 specification itself describes this as a "status post"/"status overview" of contacts who are un-wired
(c) "maintaining, by the server, a log of incoming communications during [the block] period" US20050059384A1 (Nokia) — "network-based information about one or more missed call events registered by a PLMN," combined with terminal-based information Nokia expressly addresses the device-off/unreachable case, which is exactly the "log maintained at the server" architecture
(d) "providing … the log to the user either … after the option … is disabled or during" US20050059384A1 (Nokia) — "present the combined information to a user"; download/stream on demand The '157 spec itself frames re-wiring as triggering a synchronization of the log
(e) "providing … a choice to the user to continue to receive certain alerts and communications … during the [block] period" (a whitelist/exception to the block) US20060078105A1 (Korn) — caller override/bypass of the answering/blocking mechanism provides the concept of a selective exception to blocking Priority/exception ringing and VIP-contact ring-through are standard telephony concepts; Qu (annunciator selection) supports selective alerting

Combination A (principal § 103 ground for claim 1): US20050059384A1 in view of US20050101304A1, further in view of US20060078105A1 and US20040203651A1.

Why a POSITA would combine them: all four are in the same field (management of incoming communications and alerts on wireless/handheld devices); they address a common problem — a user who cannot or does not wish to answer yet wants the caller informed and the missed contacts preserved; and the references themselves supply the motivation. Nokia's discussion of call redirection to the network is the express hook for a server-side block; Lin's auto-response supplies the caller-facing reply that makes the block socially acceptable; Korn supplies the override that preserves access for important callers; Qu supplies the device-side alert/annunciator control that the preamble requires. The combination is a predictable aggregation of known telephony features with the expected result — the KSR "combination of familiar elements according to known methods" rationale. No reference teaches away, and the '157 specification claims no new hardware: it describes conventional processors, memories, GUIs, and communication portals, which lowers the bar for finding the assembly obvious.


4. Claim 12 — network claim

Claim 12 is broader than claim 1 in some respects and adds two features:

  1. "search for and obtain information from internet sources" and a log comprising "voice calls, text messages, e‑mails, notifications, and information obtained from internet sources."
    • Supported by general knowledge and, in my view, plainly obvious: RSS/feed aggregation, news readers, and portal dashboards predate 2011 by a decade. Claim 18 narrows "internet sources" to "websites, blogs, and social media postings," which is the definition of a feed reader. No evidentiary gap here.
  2. "proactively provide an indication that the option to block is enabled to one or more other electronic devices … irrespective of whether or not the one or more other electronic devices attempts to initiate communication."
    • This is presence/availability broadcast. It is the concept underlying IM "away" status and unified-communications presence. I flag that none of the five visible references squarely teaches proactive presence broadcast, so the strength of this limitation's rejection depends on the 28 references I cannot see (or on the examiner's use of general knowledge/other art).
  3. "provide a choice to the user to continue to receive audiovisual alerts … when the option to block is enabled" — the whitelist of claim 1(e), supported again by Korn and by priority ringing.

Combination B (claim 12): US20050059384A1 (active/network block, logging, presentation) in view of US20050101304A1 (auto-response) and US20060078105A1 (selective exception), further in view of the state of the art in presence/status services (and internet-feed aggregation for the "internet sources" limitation).

Motivation: a single network-side infrastructure that (i) blocks, (ii) logs, (iii) tells the network's other subscribers in advance, and (iv) lets internet-sourced content into the same digest, is the natural consolidation of features a POSITA would pursue to deliver a "do not disturb, but stay informed" service — a design incentive / market-pressure rationale under KSR, and at most an "obvious to try" with a finite set of predictable implementation choices.


5. Claim 20 — portable-device claim

Claim 20 mirrors claims 1/12 from the handset side (UI to enable a network block setting; receive the log from the network; display a status post on other devices; a whitelist choice). The same combinations apply, with device-side support from US20040203651A1 (Qu) and US20020037715A1 (SBC, enhanced wireless handset features). Dependent claims 21–27 are addressed below.


6. Dependent-claim analysis

Claim Limitation Obviousness assessment
3, 14 Status post / automated response is customizable Customizable greetings and vacation messages in voicemail and email are long-standing; customization is a routine design choice
4, 15 Response transmitted "in the same communications mode as the incoming message" US20050059384A1 (Nokia) distinguishes call vs. message data types; "reply in kind" is the natural, expected behavior
5, 16 User selects the type of alerts to disable Device alert profiles (silent/vibrate/meeting) and per-service notification toggles are standard; US20040203651A1 (Qu) addresses alert/annunciator differentiation between voice and data
6, 17 Block from specific sources or groups Contact/group-based call filtering and caller-group ring profiles are well-known telephony features
7, 21 One-button, finger-swipe, or voice activation Mere UI design choice among known activation modalities; the '157 spec itself touts the "simple one button interface" as a convenience, not a technical advance
8 Activation "according to a predetermined schedule" Scheduled profile switching and calendar-driven "meeting" modes are standard; the '157 spec's school-calendar example is application, not invention
9 Activation based on user's location Location-triggered profiles (GPS/network location) were known; applying a known trigger to a known setting is a predictable result
10 Activation based on device status Device-state-dependent behavior (e.g., "battery dead," per the spec) is a routine condition check
11, 19 Server physically separate from the device Architecture choice; US20050059384A1 (Nokia) already splits network-based and terminal-based functionality
18 Internet sources = websites, blogs, social media postings Feed/RSS aggregation; plain
22, 23, 24 Log includes updates (weather, stocks, sports, traffic, flight, Facebook, tweets, feeds); device pulls updates RSS/feed readers, push/pull notification aggregators, and widget dashboards are prior art; the motivation (a single consolidated digest) is inherent in the "smart stack" idea the spec describes
25, 26 Interface to reply from the log; reply in the same form as the missed communication US20050059384A1 (Nokia) presents selectable context-sensitive options from a missed-call event; "tap to call/text back in kind" is the expected implementation
27 Remove a replied-to notification from the log Ordinary inbox/checklist management; a "mark as done" affordance is a routine UI design choice

7. Articulated motivations to combine (KSR rationales)

To survive KSR, an obviousness finding needs a reason, and the record here supplies several:

  1. Same field of endeavor / common problem. Every visible reference concerns incoming-communication handling on wireless devices. The problem — "how do I stop being interrupted without appearing to ignore people, and without losing the messages?" — is identical across Nokia, Lin, Korn, and Qu.
  2. Combining known elements with predictable results. Server-side redirection (Nokia) + auto-reply (Lin) + selective override (Korn) + alert control (Qu) each operates on the same call/session, and their combination yields nothing more than the sum of their known functions.
  3. The references themselves supply the suggestion. Nokia expressly contemplates network-side registration "when the mobile terminal is not available or not reachable … or a call redirection is set"; Korn expressly contemplates letting a caller bypass the blocking mechanism. Combining a block with (i) a reply and (ii) an override is the direct, logical reading of these teachings.
  4. Design incentives and market pressure. By the 2011 priority date, "do not disturb" modes, presence status, VIP ring-through, and notification aggregation were all demanded features; a POSITA had strong incentive to consolidate them.
  5. "Obvious to try" with a finite, predictable solution set. Once one decides to block at the network and log at the network, the remaining choices (customizable reply, selective override, digest of missed items) are a small, enumerated set of conventional options.
  6. Applicant's own specification describes the components as conventional. The specification recites generic processors, memories, GUIs, communication portals, LAN/WAN, and SIM/smart-card execution — there is no asserted technical improvement to the device or network that could carry nonobviousness.

8. Where the obviousness case is weakest (fair counter-analysis)

For balance, the strongest nonobviousness arguments a patentee could advance — and my assessment of each:

  1. The pre-communication "status post" broadcast (claim 1(b); claim 12's "proactively provide" clause). This is the one limitation for which I have no clear disclosure among the five visible references. If the applicant added this language during prosecution to overcome cited art, that would be evidence the examiner saw no such teaching. However, presence/away-status broadcast is so entrenched in IM and unified communications that a POSITA would readily supply it, and the specification describes it in purely functional terms. This is the limitation most likely to turn on references I cannot see from the truncated table — so my confidence here is moderate, not high, and I flag it as the pivot point of any validity challenge.
  2. The particular coupling in claim 1(e)/20 (whitelist alerts are generated while the status posts continue to be transmitted "until the option to block is disabled"). This is an unusual arrangement, but it reads as a drafting artifact; it also raises an independent § 112(b) concern about whether it is a clear, definite condition.
  3. No secondary considerations are evident. There is no indication of commercial success, unexpected results, licensing, or long-felt need tied to the claims (the assignee is listed as "Individual"). Absent nexus evidence, the Graham objective-indicia factors supply no rebuttal.

9. Conclusion

Based on pre‑AIA § 103(a) and the Prior Art section as provided:

  • Claim 1 is likely obvious over US20050059384A1 (Nokia) in view of US20050101304A1 (Lin), further in view of US20060078105A1 (Korn) and US20040203651A1 (Qu). The only limitation without clear support in the visible references is the pre-communication status post of element (b), which rests on general knowledge of presence/status services and is the crux of any challenge.
  • Claim 12 is likely obvious over the same combination, augmented by the well-known state of the art in presence/availability broadcast and internet feed aggregation for the "proactively provide" and "internet sources" limitations (websites, blogs, social media — claim 18).
  • Claim 20 and dependent claims 3–11, 13–19, and 21–27 are likely obvious as predictable implementations and design choices over the same combinations, as charted in § 6.
  • Confidence: moderate. The conclusion is stated with the express caveat that only 5 of the 33 cited references were visible in the material supplied, and that I could not review the prosecution history; both of those gaps could shift the analysis, most likely around the presence/status-post limitation.

If you can supply (i) the complete 33-item citation table from the page, and (ii) the file wrapper for application 13/645,051, I will re-run the chart with the actual applied art and the actual examiner rationales, and I will revise this conclusion where the record so requires.

Generated 10/1/2026, 10:01:42 AM

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