IP Portfolio — Intellectual Property Portfolio Management Full Pipeline

Workflow

Phase 1: Preparation (Performed Directly by Orchestrator)

1. Extract from user input:
   • Company Information: Company name, industry, size
   • IP Information (optional): IP list, registration numbers, filing status
   • Areas of Interest (optional): Specific technology domains, specific IP types
   • Objectives (optional): Monetization, enhanced protection, cost optimization, dispute preparedness
   • Existing Materials (optional): IP register, license agreements, dispute history
2. Create the _workspace/ directory at the project root
3. Organize the input and save it as _workspace/00_input.md
4. If existing files are provided, copy them to _workspace/ and use as reference materials
5. Determine the execution mode based on the scope of the request

Phase 2: Team Assembly and Execution

Tasks 3a (Renewal) and 3b (License) run in parallel. Both depend only on Tasks 1 and 2.

Inter-Agent Communication Flow:

• analyst completes -> delivers inventory and classification to mapper, ratings to scheduler, monetization candidates to license, core IP and threats to protection
• mapper completes -> delivers registration/expiration dates to scheduler, rights scope to license, claims analysis to protection
• scheduler <-> license: Cross-verify which abandonment candidates are still licensable
• protection synthesizes everything into the final protection strategy

Phase 3: Integration and Final Deliverables

1. Verify consistency across all files in _workspace/
2. Detect discrepancies across valuation, renewal strategy, licensing, and protection
3. Generate the integrated review report
4. Report the final summary to the user

Execution Modes by Scope

Using Existing Files: When the user provides IP registers, existing analysis reports, etc., copy them to _workspace/ and use as reference materials.

Data Transfer Protocol

File naming convention: {order}_{deliverable}.{extension}

Error Handling

Test Scenarios

Normal Flow

Prompt: "Analyze our company's (IT firm, 50 patents, 20 trademarks) IP portfolio and build a management system" Expected Results:

• Analysis: 50-patent + 20-trademark inventory, technology domain distribution, value ratings
• Mapping: IPC classification, family relationships, technology-product matrix
• Renewal: 12-month calendar, annual costs, retention/abandonment recommendations
• License: B/C-tier IP monetization strategy, royalty terms
• Protection: Infringement monitoring system, defensive filing plan, trade secret management

Specific Area Flow

Prompt: "Organize our patent renewal schedule, and sort out which to keep and which to abandon" Expected Results:

• analyst performs lightweight value assessment
• mapper organizes registration/expiration dates
• scheduler produces renewal calendar + retention/abandonment recommendations

Error Flow

Prompt: "Manage our IP, but I don't have an IP list. Company name is XX Tech" Expected Results:

• analyst searches KIPRIS for "XX Tech" as applicant
• Builds portfolio from publicly available patents/trademarks only
• Notes "Non-public IP not included — available for update upon internal list provision"

Agent Extension Skills