The Theme Code "金融・保険関連業務技術" had 175 patent application filings in the most recent period (2023-01-01 to 2023-04-30). This is a small decreased of -8 filings (-4.4%) over 183 they had in the same period of the previous year (2022-01-01 to 2022-04-30).
The highest number of filings in 2018 with 658 cases, and their lowest number in 2023 with 276 cases.
The mean of the number of filings over the last 5 years (2019 to 2024, 2,564 cases in total) is 427, and the median is 508. The coefficient of variation (standard deviation/mean) is 0.5, and there have been big fluctuations in the number of filings from year to year.
Index | Value |
---|---|
Average | 427 patents |
Std Dev | 214 |
COV | 0.5 |
Year | Cases | YOY |
---|---|---|
2023 year | 276 cases | -43.7 % |
2022 year | 490 cases | -6.84 % |
2021 year | 526 cases | -19.82 % |
This report provides the latest patent analysis information (the IP landscape, including a patent map) on the patent search results of the JP patent database for 金融・保険関連業務技術[5L040] for the period of the last 10 years (2015-01-01 to 2024-12-31). You can compare the information in this report with the trends in your competitors’ patent filings and technologies, and use it to search for important patents.
This service provides, free of charge, a patent analysis report based on the latest patent data (Japanese, U.S., European, and PCT application publications) for use in patent searches, patent analysis, and IP landscaping. The service is offered by "Patent Integration" a firm specializing in patent search/patent analysis.
This report includes basic information to help you understand the IP strategy and management of 金融・保険関連業務技術, such as changes in the number of patents/patent applications they have filed, comparisons of the numbers of patents/patent applications filed by their peers and competitors, their top coapplicants (joint research partners, alliance partners), and their most important patents. It can be used in various intellectual property business operations such as IP landscaping, patent search/patent analysis, preparation of intellectual property business evaluation reports, selection of M&A candidates, and selection of alliance partners.
He is a patent attorney at a patent office. He specializes in invention counseling, patent filing, and intellectual property strategies for start-up companies and new businesses in the fields of software, information technology and artificial intelligence. He runs a patent course for beginners on Udemy, an online course provider.
After studying physics at the University of Tokyo as a doctoral student, he was engaged in intellectual property analysis and technology trend research as an in-house patent attorney at a precision equipment manufacturer and at Toyota Central R&D Labs. Inc..
The concept of the "IP landscape" (IPL) has been attracting attention recently.
An IP landscape is not limited to patent information, but also integrates and analyzes business information (e.g., non-patent information such as papers, news releases, stock information, and market information). Intellectual-property-based business management is realized through the analysis of intellectual property information applied to the formulation of management strategies and business strategies. This is a comprehensive approach that includes but not limited to planning of open and closed strategies, selecting M&A candidates, searching for alliance partners, and formulating intellectual property strategies, through the exploitation of intellectual property information.
IP landscaping usually includes patent search and patent analysis. In patent search and patent analysis, it is important to grasp the market position of each company and the overall technological trends and development trends for each technology. More specifically, it is important to understand what intellectual property your own company and other companies hold, what the strengths and weaknesses of other companies are, and how other companies are trying to exploit their intellectual property. In other words, it is important to understand both the business strategy and the intellectual property strategy of each company.
After reading this search report, you may be interested in more detailed patent searches and patent analysis. We offer a service called Patent Integration, which is an integrated patent search and patent analysis service. With reasonable pricing and a simple user interface such that even beginners can quickly search for and analyze patent information by company or technology from a web browser, please consider using it for detailed patent searches, patent analysis, and IP landscaping.
Patent Integration has a patent-landscaping function that can visually represent a set of tens of thousands of patents/patent applications. This allows you to convincingly show the technical positions of your company and its competitors to your management and business strategists in order to formulate management strategies and business strategies.
The changes in the number of patent filings of 金融・保険関連業務技術 over the last 20 years (JP) are shown below.
The change in the number of patents/patent applications is the most basic index in patent analysis. By examining the change in the number of patents/patent applications, you can see the status of technological development and R&D focus for each company or technology. It should be noted that since there is a one and a half year lag between the filing and the laying open of patent applications, it is not possible to analyze the situation more recently than one and half years prior to the present.
In this report, you can only see the change in the number of patents/patent applications by company or technology, whereas Patent Integration allows you to quickly compare the number of patent applications with your competitors in each technical field by cross-referencing with other keywords and patent classifications.
This patent analysis report was created for a patent search set of 4,807 cases retrieved by applying the following search formula and analysis period to the following patent database. Patent information such as a patent analysis result, a patent map, and a patent landscape can be freely used for patent searches, analysis, and work on intellectual property strategies, including IP landscaping.
The patent information of the higher applicant in the technical theme 金融・保険関連業務技術 is shown below. By comparing the number of patents of each company, you can check the research and development status of each company's past and present technical themes and the position of each company in the technical theme.
Comparing the number of applications of each company, 株式会社オービック has the highest number of joint applications in the last in the last 3 years (2023 to 2025) with 41 cases, followed by 株式会社日立製作所 with 7 cases.
Name | Cases |
---|---|
株式会社オービック | 41 cases |
株式会社日立製作所 | 7 cases |
沖電気工業株式会社 | 5 cases |
株式会社三井住友銀行 | 5 cases |
日本電気株式会社 | 3 cases |
株式会社三菱UFJ銀行 | 3 cases |
富士通株式会社 | 2 cases |
株式会社野村総合研究所 | 2 cases |
グローリー株式会社 | 1 cases |
Comparing the number of applications of each company, 株式会社オービック has the highest number of joint applications in the last for the target period (2015 to 2025) with 491 cases, followed by 株式会社日立製作所 with 121 cases.
Name | Cases |
---|---|
株式会社オービック | 491 cases |
株式会社日立製作所 | 121 cases |
沖電気工業株式会社 | 108 cases |
株式会社野村総合研究所 | 87 cases |
株式会社三菱UFJ銀行 | 87 cases |
グローリー株式会社 | 87 cases |
株式会社三井住友銀行 | 84 cases |
富士通株式会社 | 80 cases |
日本電気株式会社 | 55 cases |
株式会社東芝 | 20 cases |
オムロン株式会社 | 3 cases |
Below is a patent map showing changes in the number of applications for JP patents of 11 companies in the same industry over the past 20 years.
The patent information of the higher applicant in the technical theme 金融・保険関連業務技術 is shown below. By comparing the number of patents of each company, you can check the research and development status of each company's past and present technical themes and the position of each company in the technical theme.
among the top coapplicants, 株式会社オービック has the highest number of joint applications in the last in the last 3 years (2023 to 2025) with 41 cases, followed by 株式会社日立製作所 with 7 cases.
among the top coapplicants, 株式会社オービック has the highest number of joint applications in the last for the target period (2015 to 2025) with 491 cases, followed by 株式会社日立製作所 with 121 cases.
Below is a ranking of the number of JP patent applications by 金融・保険関連業務技術’s top 7 coapplicants over the last 20 years.
Below is a patent map showing the changes in the numbers of JP patent filings by 金融・保険関連業務技術’s top 7 coapplicants over the last 20 years.
金融・保険関連業務技術 filed 108 joint applications with 沖電気工業株式会社 for the analysis period (2015 to 2025).
The mean of the number of filings over the last 5 years (2019 to 2024, 39 cases in total) is 6.5, and the median is 7.5. The coefficient of variation (standard deviation/mean) is 0.5, and there have been big fluctuations in the number of filings from year to year.
The number of filings has been decreasing for the last 3 years (2021 to 2024). The highest number of filings in 2015 with 24 cases, and their lowest number in 2023 with 5 cases.
Index | Value |
---|---|
Average | 6.5 patents |
Std Dev | 3.3 |
COV | 0.5 |
Year | Cases | YOY |
---|---|---|
2023 year | 5 cases | -37.5 % |
2022 year | 8 cases | +14.29 % |
2021 year | 7 cases | -22.22 % |
金融・保険関連業務技術 filed 121 joint applications with 株式会社日立製作所 for the analysis period (2015 to 2025).
The mean of the number of filings over the last 5 years (2019 to 2024, 59 cases in total) is 9.8, and the median is 11.5. The coefficient of variation (standard deviation/mean) is 0.5, and there have been big fluctuations in the number of filings from year to year.
The number of filings has been decreasing for the last 3 years (2021 to 2024). The highest number of filings in 2016 with 21 cases, and their lowest number in 2023 with 7 cases.
Index | Value |
---|---|
Average | 9.8 patents |
Std Dev | 5.1 |
COV | 0.5 |
Year | Cases | YOY |
---|---|---|
2023 year | 7 cases | -46.2 % |
2022 year | 13 cases | +30.0 % |
2021 year | 10 cases | -33.3 % |
金融・保険関連業務技術 filed 80 joint applications with 富士通株式会社 for the analysis period (2015 to 2025).
The mean of the number of filings over the last 5 years (2019 to 2024, 42 cases in total) is 7.0, and the median is 8.0. The coefficient of variation (standard deviation/mean) is 0.7, and there have been relatively large fluctuations in the number of filings from year to year.
The highest number of filings in 2021 with 14 cases, and their lowest number in 2023 with 2 cases.
Index | Value |
---|---|
Average | 7.0 patents |
Std Dev | 4.9 |
COV | 0.7 |
Year | Cases | YOY |
---|---|---|
2023 year | 2 cases | -66.7 % |
2022 year | 6 cases | -57.1 % |
2021 year | 14 cases | +40.0 % |
金融・保険関連業務技術 filed 20 joint applications with 株式会社東芝 for the analysis period (2015 to 2025).
The mean of the number of filings over the last 5 years (2019 to 2024, 6 cases in total) is 1.0, and the median is 0.5. The coefficient of variation (standard deviation/mean) is 1.2, and there have been very big fluctuations in the number of filings from year to year.
The highest number of filings in 2015 with 6 cases, and their lowest number in 2023 with 0 cases.
Index | Value |
---|---|
Average | 1.0 patents |
Std Dev | 1.2 |
COV | 1.2 |
Year | Cases | YOY |
---|---|---|
2022 year | 3 cases | +200 % |
2021 year | 1 cases | -50.0 % |
2020 year | 2 cases | - |
金融・保険関連業務技術 filed 3 joint applications with オムロン株式会社 for the analysis period (2015 to 2025).
The mean of the number of filings over the last 10 years (2014 to 2024, 3 cases in total) is 0.27, and the median is 0. The coefficient of variation (standard deviation/mean) is 3.2, and there have been very big fluctuations in the number of filings from year to year.
The highest number of filings in 2016 with 3 cases, and their lowest number in 2023 with 0 cases.
Index | Value |
---|---|
Average | 0.27 patents |
Std Dev | 0.9 |
COV | 3.2 |
Year | Cases | YOY |
---|---|---|
2016 year | 3 cases | - |
2015 year | 0 cases | - |
2014 year | 0 cases | - |
The following shows JP patents held by 金融・保険関連業務技術 that have had an invalidation trial against them demanded or an opposition filed against them by a third party, and 金融・保険関連業務技術’s JP patents/patent applications of high importance cited by Examiners in patent examination processes.
By noting the most important patents, you can obtain knowledge of the competitive business environment in which 金融・保険関連業務技術 is placed (e.g., whether it is a fiercely competitive environment or an oligopolistic market and the like). In general, it can be understood that a company with a large number of demands for invalidation trials is developing their business in a business environment where IP disputes are common.
If you want to search for more detailed information, you can use Patent Integration to retrieve and download by company cited patents/patent applications or patents undergoing invalidation trials. You can quickly extract important patents from a patent set that includes multiple competitors by cross-referencing with other keywords and patent classifications. Please consider using it for searches for important patents/patent applications.
In the last 3 years (2022-01-01 ~ 2024-12-31), there were 3 patents Invalidation Trial from third parties. The average number of Invalidation Trial is 1.0 times. The most recently Invalidation Trial patent is 特許7369445 "金融商品取引管理装置、金融商品取引管理システム、プログラム" (Invalidation Trial day 2024-07-12) , next is 特許7144659 "案内システム、その案内システムの認証装置、案内方法、及び、その認証装置のプログラム" (Invalidation Trial day 2023-12-12) .
- | No. | Title | Invalidation Trial days |
---|---|---|---|
1 | 特許7369445 | 金融商品取引管理装置、金融商品取引管理システム、プログラム | 2024-07-12 |
2 | 特許7144659 | 案内システム、その案内システムの認証装置、案内方法、及び、その認証装置のプログラム | 2023-12-12 |
3 | 特許6554652 | 情報処理装置 | 2023-05-31 |
Of the patent applications filed in the last 10 years (2015-01-01 to 2024-12-31), 5 patents/patent applications were invalidation trial more than once in the examination process of other patent applications. The mean of the number of invalidation trial is 1.0. The most invalidation trial patent is 特許6154978 "金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法" (1 times) , and the next most invalidation trial patent is 特許7144659 "案内システム、その案内システムの認証装置、案内方法、及び、その認証装置のプログラム" (1 times) .
- | No. | Title | |
---|---|---|---|
1 | 特許6154978 | 金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法 | 1 times |
2 | 特許7144659 | 案内システム、その案内システムの認証装置、案内方法、及び、その認証装置のプログラム | 1 times |
3 | 特許6357521 | ポイント管理システムおよびポイント管理方法 | 1 times |
4 | 特許6554652 | 情報処理装置 | 1 times |
5 | 特許7369445 | 金融商品取引管理装置、金融商品取引管理システム、プログラム | 1 times |
In the last 3 years (2022-01-01 ~ 2024-12-31), there were 6 patents Opposition from third parties. The average number of Opposition is 1.0 times. The most recently Opposition patent is 特許7330347 "データ収集機能を備えた決算開示書類作成システム及びプログラム" (Opposition day 2024-02-21) , next is 特許7216854 "情報処理装置およびプログラム" (Opposition day 2023-08-01) .
- | No. | Title | Opposition days |
---|---|---|---|
1 | 特許7330347 | データ収集機能を備えた決算開示書類作成システム及びプログラム | 2024-02-21 |
2 | 特許7216854 | 情報処理装置およびプログラム | 2023-08-01 |
3 | 特許7167377 | 書面交付請求システム及び書面交付請求方法 | 2023-05-01 |
4 | 特許7144659 | 案内システム、その案内システムの認証装置、案内方法、及び、その認証装置のプログラム | 2023-03-17 |
5 | 特許7099559 | 免税処理装置、免税処理方法およびプログラム | 2023-01-10 |
6 | 特許7066588 | 口座開設装置、口座開設方法、及びプログラム | 2022-11-11 |
In the last 3 years (2022-01-01 ~ 2024-12-31), there were 11 patents Protest from third parties. The average number of Protest is 1.7 times. The most recently Protest patent is 特許7517754 "金融商品取引管理装置、プログラム" (Protest day 2024-10-11) , next is 特許7565771 "保険提案システム及び保険提案方法" (Protest day 2024-02-09) .
- | No. | Title | Protest days |
---|---|---|---|
1 | 特許7517754 | 金融商品取引管理装置、プログラム | 2024-10-11 |
2 | 特許7565771 | 保険提案システム及び保険提案方法 | 2024-02-09 |
3 | 特許7483319 | 貨幣精査システム及び貨幣精査方法 | 2023-12-28 |
4 | 特開2021-144657 | 情報収集支援プログラム、情報収集支援方法および情報処理装置 | 2023-10-16 |
5 | 特開2022-123086 | 免税処理装置、免税処理方法およびプログラム | 2023-07-11 |
6 | 特許7377832 | プログラム、情報処理装置及び方法 | 2023-02-27 |
7 | 特許7364187 | 会計監査支援装置、会計監査支援方法及び会計監査支援プログラム | 2022-08-16 |
8 | 特許7178521 | 情報処理方法、プログラム及び情報処理装置 | 2022-07-26 |
9 | 特許7033644 | 情報処理方法、プログラム及び情報処理装置 | 2022-07-08 |
10 | 特許7085167 | 保険金支払支援システム、プログラム及び記録媒体 | 2022-04-13 |
11 | 特許7086167 | 投資信託運用システム | 2022-03-30 |
Of the patent applications filed in the last 10 years (2015-01-01 to 2024-12-31), 22 patents/patent applications were protest more than once in the examination process of other patent applications. The mean of the number of protest is 1.7. The most protest patent is 特許6587556 "情報処理装置及び情報処理方法" (5 times) , and the next most protest patent is 特許7483319 "貨幣精査システム及び貨幣精査方法" (4 times) .
- | No. | Title | |
---|---|---|---|
1 | 特許6587556 | 情報処理装置及び情報処理方法 | 5 times |
2 | 特許7483319 | 貨幣精査システム及び貨幣精査方法 | 4 times |
3 | 特許7085167 | 保険金支払支援システム、プログラム及び記録媒体 | 3 times |
4 | 特許6606482 | 情報処理装置及び情報処理方法 | 3 times |
5 | 特許7086167 | 投資信託運用システム | 3 times |
In the last 3 years (2022-01-01 ~ 2024-12-31), there were 46 patents Inspection from third parties. The average number of Inspection is 1.1 times. The most recently Inspection patent is 特開2022-155440 "予実管理装置、予実管理方法、予実管理プログラム" (Inspection day 2024-10-16) , next is 特許6556969 "営業支援装置及び営業先リスト作成装置" (Inspection day 2024-07-12) .
- | No. | Title | Inspection days |
---|---|---|---|
1 | 特開2022-155440 | 予実管理装置、予実管理方法、予実管理プログラム | 2024-10-16 |
2 | 特許6556969 | 営業支援装置及び営業先リスト作成装置 | 2024-07-12 |
3 | 特許7173507 | 営業支援装置、営業支援方法及びプログラム | 2024-07-12 |
4 | 特許6560477 | 営業支援装置及び営業先リスト作成装置 | 2024-07-12 |
5 | 特許7603762 | 情報処理装置、プログラム、及び情報処理方法 | 2024-06-11 |
6 | 特許7506808 | 情報処理システムおよび情報処理方法 | 2024-05-21 |
7 | 特許7487440 | 保険管理装置、保険管理方法および保険管理プログラム | 2024-05-20 |
8 | 特許7540056 | 情報処理システムおよび情報処理方法 | 2024-05-14 |
9 | 特許7471696 | 貯蓄シミュレーション装置 | 2024-05-01 |
10 | 特許7575521 | 情報処理システム、情報処理方法、およびプログラム | 2024-04-08 |
11 | 特開2022-016658 | 口座管理システム、口座管理方法、プログラム、および情報提供システム | 2024-04-08 |
12 | 特許7500181 | 情報処理装置、情報処理方法、および情報処理プログラム | 2024-04-08 |
13 | 特許7513654 | 情報処理装置、手続処理方法、プログラム、及びソフトウエア開発キット | 2024-04-08 |
14 | 特開2023-154272 | 業務支援システム、業務支援方法、及び業務支援プログラム | 2023-12-29 |
15 | 特許6835713 | 会計支援システム | 2023-12-12 |
16 | 特許6741326 | 仕訳を表示するためのシステムおよび方法 | 2023-12-12 |
17 | 特許7479948 | 資金調達支援装置 | 2023-12-01 |
18 | 特開2021-144657 | 情報収集支援プログラム、情報収集支援方法および情報処理装置 | 2023-10-27 |
19 | 特許7438427 | 情報処理装置及び情報処理方法 | 2023-07-25 |
20 | 特開2022-123086 | 免税処理装置、免税処理方法およびプログラム | 2023-07-18 |
Of the patent applications filed in the last 10 years (2015-01-01 to 2024-12-31), 101 patents/patent applications were inspection more than once in the examination process of other patent applications. The mean of the number of inspection is 1.5. The most inspection patent is 特許5841277 "金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法、プログラム" (11 times) , and the next most inspection patent is 特許5841278 "金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法、プログラム" (11 times) .
- | No. | Title | |
---|---|---|---|
1 | 特許5841277 | 金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法、プログラム | 11 times |
2 | 特許5841278 | 金融商品取引管理装置、金融商品取引管理システム、金融商品取引管理システムにおける金融商品取引管理方法、プログラム | 11 times |
3 | 特許6042011 | ポイント管理システム、装置、および方法 | 5 times |
4 | 特許6587556 | 情報処理装置及び情報処理方法 | 4 times |
5 | 特許6098982 | 情報処理装置及び情報処理方法 | 4 times |
Of the patent applications filed in the last 10 years (2015-01-01 to 2024-12-31), 1,602 patents/patent applications were cited more than once in the examination process of other patent applications. The mean of the number of cited is 2.8. The most cited patent is 特表2018-521437 "ブロックチェーン技術を用いて証券取引を売買、決済、および清算するためのシステムおよび方法" (27 times) , and the next most cited patent is 特許6813477 "信頼度が低い、または信頼度が皆無の当事者間での価値転送を円滑化する装置、システム、または方法" (26 times) .
- | No. | Title | |
---|---|---|---|
1 | 特表2018-521437 | ブロックチェーン技術を用いて証券取引を売買、決済、および清算するためのシステムおよび方法 | 27 times |
2 | 特許6813477 | 信頼度が低い、または信頼度が皆無の当事者間での価値転送を円滑化する装置、システム、または方法 | 26 times |
3 | 特許6954782 | 環境付加価値の証券化システム | 25 times |
4 | 特許7065679 | クラウドファンディングシステム、処理方法およびコンピュータプログラム | 19 times |
5 | 特許6035404 | 訪問準備システム | 19 times |
"Patent Integration Report" is a web service provided by "Patent Integration Co., Ltd." operated by patent attorneys who are experts in intellectual property rights. Based on the latest patent data, this is one of the largest patent report services in Japan that provides information on technology trends in various companies and technology fields.
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