ip-portfolio

# IP Portfolio — Intellectual Property Portfolio Management Full Pipeline

An agent team collaborates to generate IP status analysis, asset mapping, renewal schedules, license strategies, and protection strategy reports.

## Execution Mode

**Agent Team** — 5 members communicate directly via SendMessage and cross-validate each other's work.

## Agent Roster

| Agent | File | Role | Type |
|-------|------|------|------|
| ip-analyst | `.claude/agents/ip-analyst.md` | IP status assessment, value evaluation, portfolio mapping | general-purpose |
| patent-mapper | `.claude/agents/patent-mapper.md` | Patent/trademark/copyright classification, rights scope mapping | general-purpose |
| renewal-scheduler | `.claude/agents/renewal-scheduler.md` | Renewal deadlines, cost calculation, retention/abandonment | general-purpose |
| license-strategist | `.claude/agents/license-strategist.md` | Monetization, cross-licensing, open source | general-purpose |
| protection-advisor | `.claude/agents/protection-advisor.md` | Infringement response, defense strategy, protection report | general-purpose |

## 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

| Order | Task | Owner | Dependencies | Deliverable |
|-------|------|-------|-------------|-------------|
| 1 | IP Status Analysis | analyst | None | `_workspace/01_ip_analysis.md` |
| 2 | IP Asset Mapping | mapper | Task 1 | `_workspace/02_ip_map.md` |
| 3a | Renewal Schedule | scheduler | Tasks 1, 2 | `_workspace/03_renewal_schedule.md` |
| 3b | License Strategy | license | Tasks 1, 2 | `_workspace/04_license_strategy.md` |
| 4 | Protection Strategy Report | protection | Tasks 1, 2, 3a, 3b | `_workspace/05_protection_report.md` |
| 5 | Integrated Review | orchestrator | All | `_workspace/06_review_report.md` |

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

| User Request Pattern | Execution Mode | Agents Deployed |
|---------------------|---------------|-----------------|
| "Manage my IP portfolio" | **Full Pipeline** | All 5 agents |
| "Analyze patent status" | **Analysis Mode** | analyst + mapper |
| "Organize IP renewal schedule" | **Renewal Mode** | analyst + mapper + scheduler |
| "Develop a licensing strategy" | **License Mode** | analyst + license |
| "Develop IP protection strategy" | **Protection Mode** | analyst + mapper + protection |
| "Build a management system for this IP list" + list | **Custom Mode** | Relevant agents |

**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

| Strategy | Method | Purpose |
|----------|--------|---------|
| File-Based | `_workspace/` directory | Store and share main deliverables |
| Message-Based | SendMessage | Real-time key information delivery, cross-verification |
| Task-Based | TaskCreate/TaskUpdate | Progress tracking, dependency management |

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

## Error Handling

| Error Type | Strategy |
|-----------|----------|
| IP list not provided | Collect via company name search on public KIPRIS/USPTO databases |
| Web search failure | Work with user-provided information only, note "Data limitations" |
| Foreign IP information unavailable | Prioritize domestic IP analysis, tag with "Foreign verification needed" |
| Agent failure | Retry once -> if still fails, proceed without that deliverable |
| Valuation-protection strategy mismatch | Detected in cross-validation -> request corrections (up to 2 rounds) |

## 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

| Extension Skill | Path | Target Agent | Role |
|----------------|------|-------------|------|
| patent-valuation | `.claude/skills/patent-valuation/skill.md` | ip-analyst, license-strategist | Three valuation approaches, royalty benchmarks, patent strength |
| ip-landscape-analysis | `.claude/skills/ip-landscape-analysis/skill.md` | patent-mapper, protection-advisor | Patent maps, gap analysis, FTO, IP strategy |