Yodlee, Inc. v. Plaid Technologies, Inc., C.A. No. 14-1445-LPS, January 15, 2016.

Stark, C.J.   Claim construction opinion issues regarding nineteen terms from seven patents.  A Markman hearing took place on November 17, 2015

The disputed technology relates to internet data gathering technology. The following terms were considered:

  1.  "Internet Portal" and "Internet Portal System"
  2. "In an Internet Portal system, a method for gathering data specific to a person from a an Internet Portal from a plurality of internet sites storing data specific to that person, the method comprising the steps of:"
  3. “list of addresses of Internet sites [associated with a specific person, which sites store  information specific to the person]”
  4. “gatherer” “gather[ing] agent” “gathering spitware agent”, “path agents”
  5. “authenticating too each site accessed as the person” “authenticating to the sites as the person”
  6. “gathering cycle”
  7. “end user”
  8. “protocol for instruction the processor how to access the securely stored personal information via the network”
  9. "personal information store" [the processor storing the retrieved personal information in a] personal information store [for access by the selected end user]", [storing the retrieved personal information in a] personal information store", "a personal information store [for storing personal information associated with each end user retrieved from the information providers]", "[storing the retrieved personal information in the] personal information store [for accessible to the selected end user]"
  10. “provider store”
  11. “formatted web elements”
  12. “end user data including information identifying the plurality of information providers securely storing the personal information relating to the end user”, “user store[for storing end user data associated with each user, the user store including information identifying the plurality of information providers securely storing the personal information relating to the end user”
  13. “[defining component tasks based on] pre-programed client-related data ‘by software executing  on the Internet-connected subscription server]”
  14. “communication the final results to the client at the client station:
  15. "client profiles […including date relative to information destination on the Internet for a specific client]”
  16. “transmitting the information ‘for the client device for presentation in the format for an Internet browser application] according to the client profiles”
  17. “translating the information into a format compatible with an application, other than an Internet browser application, executable on the client device"; "transforming the record into a second data form specific to an application other than an Internet browser application, the application executable by a digital appliance operated by the client connectable server"
  18. "Transmitting the information for the client device for presentation;” “transmitting the transformed record to the digital appliance for display:"
  19. "a collection function automatically navigating to and retrieving transaction information associated with a specific person or enterprise from third party Internet-connected web sites and gathering information concerning transactions"; "automatically navigating to and retrieving transaction information associated with a specific person or enterprise from third-party Internet connected web sites and gathering information concerning transactions by a collection function of the proprietary software said information"; "a collector function of the software, the collector function navigating to one or more network information sites and retrieving there from financial transaction information regarding the expenditures associated with a specific person or enterprise"; "navigating to one or more network information sites by a collector software function executing from memory of an Internet-connected server and retrieving therefrom financial transaction information regarding expenditures associated with a specific person or enterprise"