Invention Disclosure Form: Structure and Examples

Not legal advice. Review with a registered patent attorney.

Purpose of the Form

  • Ensure intake consistency and completeness across teams and projects.
  • Provide counsel with a clear, enablement‑oriented foundation for drafting.
  1. Administrative
    • Title (working):
    • Business unit / project:
    • Primary contact (email, phone):
    • Inventor(s) full legal name, affiliation, contribution summary:
    • Dates: first conception, first reduction to practice (if any), public disclosure risks (talks, repos, demos) and dates.
    • Obligations: employer IP policy, contractor agreements, assignments, sponsor obligations.
  2. Summary (non‑confidential overview)
    • 3–5 sentences capturing problem, novelty, and advantage.
  3. Background and Prior Art
    • Known methods/products, citations/links, their limitations.
  4. Technical Description (enablement)
    • System/components, materials, parameters with ranges, steps, dependencies.
    • At least one complete embodiment and its acceptance criteria.
  5. Variants and Alternatives
    • Different architectures, algorithms, materials, and trade‑offs.
  6. Drawings/Diagrams
    • Label all figures; reference in text (Fig. 1A, etc.).
  7. Data and Results (if applicable)
    • Benchmarks, experimental data, validation setups.
  8. Deployment/Regulatory (as applicable)
    • Security/privacy constraints, standards, certifications, clinical or safety context.
  9. Attachments
    • File list with versions (CAD, scripts, logs, datasets, specs).

Filled Example: Software (API Rate‑Limit Orchestrator)

  • Title: Adaptive multi‑tenant rate‑limit orchestrator for bursty workloads
  • Summary: Coordinates per‑tenant budgets across services using token‑bucket fusion and predictive smoothing, reducing tail latency p99 from 120ms→40–55ms at 80% utilization.
  • Background: Existing per‑service limiters create global head‑of‑line blocking; prior art lacks cross‑service coordination under bursty traffic.
  • Technical Description:
    • Architecture: gateway → orchestrator → per‑service shim; consistent hashing by tenant; Redis for shared budgets; time‑quanta 10–50ms.
    • Algorithm: hybrid token bucket + EWMA demand predictor; backoff jitter 5–20ms; fairness clamp 0.2–0.8.
    • Embodiment: with N=5 services, 20 tenants, workload X, utilization 0.8, observed p99 45ms; acceptance: p99<60ms, no tenant starvation.
  • Variants: single‑tenant mode; predictive off; window sizes 5–200ms; storage swap (Memcached, in‑proc).
  • Diagrams: Fig.1 block diagram; Fig.2 sequence of grant/deny.
  • Attachments: API spec v1.2, k6 scripts v0.9, dashboards links.

Filled Example: Medical Device (Wearable SpO₂ Sensor)

  • Title: Low‑power reflective PPG array with motion artifact suppression
  • Summary: A tri‑wavelength reflective PPG with adaptive illumination and IMU‑assisted artifact filtering; achieves ±2% SpO₂ RMSE during jogging.
  • Background: Conventional single‑LED PPG suffers motion artifacts; prior art lacks synchronized IMU fusion with per‑site calibration.
  • Technical Description:
    • Materials: biocompatible silicone strap; LED 530/660/940nm; PD with gain stages; MCU at 32MHz.
    • Parameters: LED duty 2–8%; sampling 200–500Hz; IMU 6‑axis at 100–200Hz; window 1–3s.
    • Embodiment: treadmill protocol n=12; reference MASIMO; RMSE 1.9%; acceptance: RMSE≤2.5% across HR 60–160.
  • Variants: transmissive mode; dual‑site fusion (wrist+finger); LED wavelength swap.
  • Diagrams: placement drawing; signal chain.
  • Attachments: bench logs, calibration script v0.3, risk table.

Filled Example: Biotech (Enzyme Variant for Cold Wash)

  • Title: Protease X mutant with retained activity at 4–8°C
  • Summary: Variant maintains ≥70% activity at 6°C enabling cold‑chain compatible wash step.
  • Background: WT loses activity <12°C; literature variants unstable in detergent.
  • Technical Description:
    • Host: E. coli BL21(DE3); vector pET‑28a; inducer IPTG 0.1–0.5mM.
    • Buffer: pH 7.2–7.6; NaCl 150–250mM; detergent 0.05–0.2%.
    • Assay: fluorogenic substrate; readout RFU/s; control WT; n=3; activity curve 4–25°C.
    • Acceptance: activity≥70% at 6°C; stability 24h.
  • Variants: mutations at positions 87/132/215; Ca²⁺ cofactor 0.5–2mM.
  • Attachments: sequencing IDs, lab notebook refs.

Review Workflow

  • Internal review → in‑house IP review → outside counsel review → revision → archive.
  • Use the scoring checklist before handoff.