DOCUMENTATION
Understand where Stratensight data comes from, how scores are computed, and what the system can and cannot do.
New terms? See the full Glossary →PREPARATION
Professional patent analysts always prepare their dataset before analysis. Here's what Stratensight expects for reliable results.
✓Recommended dataset
⚠Common mistakes to avoid
✦Pro tips
⚠File size matters
Stratensight automatically detects your export format and maps columns.
Derwent Innovation
All 4 scores available with strong citation data
PatSnap
All 4 scores available
Questel Orbit Intelligence
Full 4 scores with FAMPAT family dedup. Covers 100+ countries worldwide.
PatentSight
Professional export with all 4 scores and family dedup
Espacenet / EPO
Official EPO database, recommended starting point
Google Patents
Free access, excellent for broad technology coverage
TotalPatent One
Standardized Assignee + Family ID + Application Date
PatBase
Minesoft professional export — all 4 scores with family-level coverage
Lens.org
Free CSV export — select the Abstract column manually for best clustering
WIPO Patentscope
PCT-centric coverage. The standard export omits IPC/CPC codes, so Lifecycle Position™ runs with reduced precision.
Generic CSV
Any CSV with patent data — auto-detection maps columns
| FIELD NAME | DESCRIPTION |
|---|---|
| patent_id / Publication Number | Unique identifier for each patent |
| title | Patent title (used for clustering) |
| abstract | Abstract (for AI concept extraction) |
| filing_date | Filing date (for Momentum Index™ calculation) |
| assignee / Current Assignee | Patent owner (for Openness Score™ competitive analysis) |
| cpc_codes / CPC Classifications (patent technology categories) | Technology classification (for Lifecycle Position™) |
Auto-detection: Stratensight automatically detects your export format and maps columns. No manual configuration required.
Including these fields improves Intelligence Grade™ accuracy.
When your dataset includes Legal Status, Priority Date and Litigation fields, Stratensight activates a dedicated Attorney Layer that produces two additional signals.
Patent Expiration Timeline
Displays expiration windows by assignee — which patents expire within 3 years, the peak expiration year, and coverage quality. Requires the Priority Date field.
Litigation Exposure Score™
Measures litigation aggressiveness by assignee — sector average ratio, HIGH / MEDIUM / LOW labels, and the most aggressive litigant. Requires the Legal Status and Litigation fields.
Important
These signals are strategic indicators, not legal opinions. They do not constitute a freedom-to-operate analysis, a validity assessment, or patent counsel advice.
Every analysis audits itself before it is presented. The Critical Reader™ layer surfaces mathematical inconsistencies, data-quality artifacts and scoring contradictions on every plan, with no gating.
12 DETERMINISTIC RULES + 1 LLM AUDIT
+ 1 LLM audit — a contextual auditor (Claude Haiku 4.5) reads the full analysis and may surface up to 8 additional issues the deterministic rules cannot express, under strict anti-hallucination guardrails (allowed-values whitelist, ±0.5 float tolerance, timeout).
severity = critical
Mathematical or pipeline inconsistency. Verdict shown but should be reviewed before action.
severity = warning
Data-quality concern that may bias the signal.
severity = info
Legitimate downgrade by a Layer B guard. Surfaces the constraint, never blocks.
Why this layer exists: a verdict you cannot audit is a verdict you cannot trust. Stratensight shows the audit before the verdict, not after — on every analysis, every plan, with no gating. Read the full mechanics in the methodology page.
Layer C — Tier gate (Phase 5.3): adds a final coherence check on top of Layer B. The verdict shown to users is subordinated to evidence_certainty, producing 9 decisional states. With HIGH certainty, the raw verdict is preserved (INVEST, MONITOR, EXPLORE, AVOID). With MODERATE certainty, the verdict is mapped to a directional signal: OPPORTUNITY_SIGNAL, MIXED_SIGNAL, WEAK_SIGNAL or NEGATIVE_SIGNAL (respectively from INVEST, MONITOR, EXPLORE, AVOID). With LOW certainty (dataset rich but Signal Integrity™ warnings flagged), the raw verdict is preserved and surfaced as {verdict} — Conditional in amber — the verdict is real, but resolve the flagged warnings to confirm it before any strategic commitment. With VERY_LOW certainty (genuinely unusable input: n < 10, temporal < 1 year, or corrupted), the verdict is fully withheld and replaced by INSUFFICIENT_DATA. See the methodology page for the complete Tier gate logic.
CSV
RecommendedExcel (.xlsx)
SupportedJSON
SupportedUn champ manquant n’empêche pas l’analyse. Stratensight affiche un avertissement contextuel et indique précisément quel score est affecté.
CRITIQUE · SCORE DÉGRADÉ SI ABSENT
IMPORTANT · GRADE RÉDUIT SI ABSENT
OPTIONNEL · ENRICHISSEMENT SEULEMENT
Un champ manquant n’empêche pas l’analyse
Stratensight affiche un avertissement contextuel et indique précisément quel score est affecté.
Export your search results as CSV or Excel from your patent search tool. Include as many fields as available. No configuration required.
No dataset? Use the Query Engine
Type a technology topic and Stratensight retrieves patent data automatically from open sources.
Try the Query Engine →The number of patents in your dataset directly affects score reliability.
| VOLUME | RESULT |
|---|---|
| < 50 patents | Analysis impossible |
| 50 – 200 | Directional scores — Intelligence Grade™ reduced |
| 200 – 500 | Reliable analysis for niche technologies |
| 500 – 3,000 | Optimal zone — all scores fully calibrated |
| > 10,000 | Comprehensive analysis — longer processing time |
Per-plan ceiling: each analysis accepts up to 3,000 patents on Free, 10,000 on Pro, and 25,000 on Business. Enterprise removes the limit.
The filing date range in your export affects Momentum Index™ accuracy. Below 6 years, the score may underestimate actual innovation velocity.
Best practice: Use the filing date (Application Date), not the publication date. Publication dates lag by 12–18 months on average, which compresses the innovation curve and underestimates Momentum Index™.
Intelligence Grade™ gates the confidence of all other scores. Below 45%, scores are flagged LOW CONFIDENCE.
| DATA QUALITY | INTELLIGENCE GRADE™ | IMPACT |
|---|---|---|
| Questel Orbit / PatentSight full export | 85–99% | Full analysis: all 4 scores and Decision Engine™ |
| Partial fields (no citations) | 65–80% | Core scores only |
| Generic CSV | 50–70% | Basic analysis |
| < 100 patents | 40–60% | Low confidence, directional only |
QUERY ENGINE — TIME WINDOW
When using /explore (Query Engine), Stratensight automatically selects the optimal patent time window based on the technology lifecycle stage detected by AI. You can always override it manually.
AUTO MODE (default)
Stratensight AI estimates the lifecycle stage and suggests the window automatically. The active button is highlighted with an AI badge.
More mature = shorter window (old patents = noise, not signal)
MANUAL OVERRIDE
Click any pill button (1y · 3y · 5y · 10y · all) to override the AI suggestion. The display shows the selected year range and the source (AI suggested / user selected).
Format: YYYY – YYYY (X years — AI suggested / user selected)
Stratensight retrieves patent data from EPO OPS and Google Patents. Coverage varies by region and filing route.
Interpretation note: Directional signal remains useful across all sectors. Absolute volume may underestimate China-heavy sectors where domestic-only filings represent a significant share of activity. For maximum China coverage, upload your own export from Derwent, PatSnap, or Questel with CNIPA data included.
The quality of the decision depends on the quality of the dataset.
Open data provides directional signals. Uploaded datasets provide higher-confidence analysis.
Not all analyses carry the same weight. These conditions reduce signal certainty.
Stratensight analyses patent filing patterns only. The following dimensions are outside the analytical scope.
GUIDE 1
Your objective determines the right data source. Quick exploration and strategic decisions require different levels of data quality and coverage.
| OBJECTIVE | RECOMMENDED SOURCE | INTELLIGENCE GRADE™ |
|---|---|---|
| Quick signal on a technology | Explorer Open source query | 50–70% |
| Reliable strategic decision | Upload Premium dataset (Derwent, PatSnap, Questel) | 85–99% |
| Global US / EP / PCT landscape | Explorer Sufficient coverage via EPO OPS | 60–75% |
| Asia / emerging market analysis | Upload Required — open sources miss domestic CN/IN filings | 80–95% |
| Reproducible, auditable analysis | Upload Dated export for full traceability | 85–99% |
| Technology monitoring / watch | Explorer Live open data, repeat periodically | 55–70% |
| Competitive benchmarking | Upload Full assignee data with normalized names | 80–95% |
| Due diligence / M&A context | Upload Tier 1 source with citation + family data | 90–99% |
Rule of thumb: Explorer is ideal for fast directional signals on Western markets. For any decision with material consequences, upload a professional dataset to reach Intelligence Grade™ above 80%.
GUIDE 2
The Cooperative Patent Classification (CPC) system is a hierarchical taxonomy of 250,000+ technology codes used by the EPO and USPTO to classify every patent.
Agriculture, food, health
Separating, shaping, vehicles
Organic chemistry, alloys
Weaving, papermaking
Building, mining
Engines, pumps, weapons
Optics, computing, control
Electronics, semiconductors
Each level adds specificity. A broader code captures more patents; a narrower code isolates a precise technology.
Why Stratensight uses CPC
CPC codes are language-independent, hierarchical, and examiner-assigned. They eliminate keyword ambiguity and provide consistent technology mapping across all patent offices. In Explorer, check the “View query” section of Source Coverage to see exactly which CPC codes were used.
GUIDE 3
Follow these recommendations for the best possible Intelligence Grade™. The more complete your export, the higher the analytical confidence.
These fields are mandatory for Stratensight to generate a valid analysis.
Including these fields significantly improves Intelligence Grade™ and unlocks advanced analytics.
Stratensight auto-detects export format from these platforms. No manual column mapping required.
| SOURCE | FAMILY ID | CITATIONS | ASSIGNEE NORM. | JURISDICTIONS | ACCESS |
|---|---|---|---|---|---|
| Derwent Innovation | ⚠️ | ⚠️ full | ⚠️ DWPI | 50+ | CSV export |
| PatSnap | ⚠️ | ⚠️ | ⚠️ | 100+ | CSV export |
| Questel Orbit | ⚠️ FAMPAT | ⚠️ | ⚠️ | 100+ | CSV export |
| PatentSight | ⚠️ | ⚠️ | ⚠️ | 85+ | CSV export |
| TotalPatent One | ✅ | ✅ full | ✅ | 50+ | CSV export |
| PatBase | ⚠️ | — | — | 100+ | CSV export |
| Espacenet (EPO) | ⚠️ | ❌ limited | ❌ | 90+ | Free |
| Google Patents | ❌ | ⚠️ | ❌ | 100+ | Free |
| Lens.org | — | — | ❌ | 100+ | Free |
| WIPO Patentscope | — | — | ❌ | 90+ | Free |
| Stratensight Explorer | ✅ auto | ⚠️ recent | ✅ auto | 6 | Direct |
Intelligence Grade\u2122 is computed automatically from your actual dataset. Upload any export to get your exact score \u2014 no estimate needed.
Source characteristics based on publicly available documentation. Actual export quality depends on subscription tier and export configuration.
✅ Verified · ⚠️ Based on public documentation · — Not yet verified · Submit a correction →
Per-platform instructions to produce a clean export Stratensight can ingest with maximum Intelligence Grade™.
TotalPatent One
Tip: select “Standardized Assignee” or “Ultimate Owner” (normalized) rather than “Applicant” (raw) for better assignee grouping
Questel Orbit
Tip: enable FAMPAT deduplication before exporting to reduce noise
Lens.org (free)
⚠ Abstract is NOT included by default — must be selected manually
Expected Intelligence Grade™: 55–75%
Espacenet / EPO (free)
⚠ Hard limit: 500 results per export
Derwent Innovation / PatSnap
Generic CSV (any source)
Use these exact column names for best detection:
title · abstract · publication_number · publication_date · filing_date · assignee · ipc_class · cpc_class · priority_date · legal_status · forward_citations_count
OPTIMAL SIZE
200–3,000
patents for best score calibration
RECOMMENDED WINDOW
8–12 years
of filing history for reliable Momentum
GUIDE 4
Each score measures a distinct dimension of the technology landscape. Understanding what HIGH, MEDIUM, and LOW mean for each is essential for correct interpretation.
Measures the velocity and acceleration of patent filing activity over time. Derived from , year-over-year trends, and citation weighting.
Identifies the maturity phase of the technology based on filing patterns, growth trajectory, and actor concentration. Determines strategic timing for market entry.
Measures how concentrated or fragmented the competitive landscape is. Based on the Herfindahl-Hirschman Index () of patent assignees, transformed to a 0–100 scale where higher = more open.
Meta-score that evaluates the quality and completeness of the underlying dataset. Gates the confidence of all other scores. Below 45%, all scores are flagged LOW CONFIDENCE.
GUIDE 5
Transparency is a core principle. Understand these limitations before making decisions.
| SOURCE | LIMITATION | IMPACT ON ANALYSIS | SEVERITY |
|---|---|---|---|
| EPO OPS | 2,000 patent cap per query | Large domains may be undersampled. Momentum and Openness affected. | Medium |
| EPO OPS | 3–6 month indexing delay | Very recent filings missing. Short-term momentum may be understated. | Low |
| EPO OPS | 18-month indexation delay (full) | CAGR on short windows may appear negative while the market is actually growing. A warning flag is displayed. | Medium |
| Stratensight | Technology maturity priors | For well-known technologies (e.g. Wind Energy, Li-Ion), lifecycle may be adjusted to the industry consensus. A transparency flag is always displayed when a prior is applied. | Low |
| Stratensight | Output Intelligence flags | Signals cases where results require caution (CAGR indexation, lifecycle adjusted, short window). Flags are non-blocking and shown as an additional intelligence panel. | Low |
| Stratensight | Signal Summary (plain language) | Deterministic 3-line summary generated from verdict × lifecycle × momentum. No AI involved. Never replaces full score analysis — shown as novice-layer guidance only. | Low |
| Google Patents | Assignee auto-normalization varies | Corporate group precision varies. Openness Score™ may be imprecise. | Medium |
| Google Patents | No citation data in export | Citation-weighted Momentum unavailable. Score relies on volume only. | Medium |
| Espacenet | Limited bulk export capabilities | Manual export caps at 500 results. Insufficient for broad domains. | Medium |
| All open sources | No domestic CN/IN/TR filings | Asia and emerging markets underrepresented. Upload required for coverage. | High |
| OpenAlex (fallback) | Academic publications, not patents | Scores reflect research activity, not commercial IP strategy. | High |
| Any source | < 50 patents in dataset | Statistical reliability insufficient. All scores flagged LOW CONFIDENCE. | Critical |
When to trust the verdict
Intelligence Grade™ ≥ 70% (HIGH) + uploaded dataset from a Tier 1 source (Derwent, PatSnap, Questel). All four scores are reliable and the Decision Engine™ verdict carries full analytical weight.
When results are directional only
Intelligence Grade™ between 45% and 69%. Explorer-based analysis. Dataset under 200 patents. Scores indicate direction but not magnitude. Use as a starting point, not a final answer.
When to upload your own data
When analyzing Asia/emerging markets. When reproducibility matters. When Intelligence Grade™ on Explorer is below 65%. When the EPO cap warning appears. For any strategic decision with material consequences.
Warning signals in a report
Academic source fallback banner (orange). EPO cap warning. Intelligence Grade™ below 45%. Coverage gap alert showing missing actors. Any of these should prompt verification with a premium data source before making decisions.
GET STARTED
Upload your patent export and get your first intelligence report in minutes.
Start your first analysis →Intelligence Grade™ Layer detects 12 analytical tensions. Follow this checklist to maximize your analysis quality.
Very small dataset (fewer than 30 patents)
Why it matters: Scores are statistically unreliable. A single outlier can shift the entire analysis.
How to fix: Broaden your search query, add broader CPC classes, or upload a larger export from a Tier 1 source.
Limited dataset (30-99 patents)
Why it matters: Directional signal is valid but statistical confidence improves significantly above 100 patents.
How to fix: Add broader keywords to your search. Consider combining multiple CPC codes.
Dataset covers less than 3 years
Why it matters: CAGR and Lifecycle signals require temporal depth. Short windows produce unreliable trend signals.
How to fix: Filter your export to include filings from at least 5 years ago. The Query Engine suggests appropriate time windows automatically.
No historical baseline (all recent filings)
Why it matters: Without historical comparison, momentum direction is speculative. The system cannot distinguish acceleration from emergence.
How to fix: Extend your date range to include pre-2020 filings. Historical context is essential for lifecycle accuracy.
Over 20% of patents lack filing dates
Why it matters: Missing dates create blind spots in temporal analysis. Lifecycle and Momentum scores lose precision.
How to fix: Re-export your dataset with complete filing date coverage. Most premium sources include dates by default.
High CN activity with open-source data
Why it matters: EPO and Google Patents capture international PCT filings but may miss domestic CNIPA-only activity.
How to fix: For comprehensive CN coverage, use Derwent Innovation or PatSnap and upload the export directly.
Growth lifecycle with Momentum below 20
Why it matters: This combination is analytically unusual. Common causes: limited recent filing coverage or overly broad query scope.
How to fix: Verify your query captures recent filings (2020-present) and refine your CPC scope.
High CAGR on fewer than 50 patents
Why it matters: Small samples amplify statistical noise. One abnormal filing period can distort the growth rate.
How to fix: Increase dataset size above 100 patents before trusting CAGR direction.
Open market score but concentrated key players
Why it matters: Accessibility and competitive equality are different. Low barriers coexist with established dominance.
How to fix: Analyze individual clusters separately to identify genuinely open sub-domains.
Low Intelligence Grade with INVEST or AVOID verdict
Why it matters: A strong verdict on weak data is risky. The direction may be correct but the conviction is premature.
How to fix: Improve dataset completeness: add missing dates, increase volume, use a richer source.
Mature technology with strong momentum
Why it matters: Unusual but analytically interesting. May signal a second innovation cycle, regulatory trigger, or disruptive variant.
How to fix: Investigate sub-domains and recent cluster formation to identify the source of renewed activity.
One actor holds over 75% of patents
Why it matters: The analysis reflects one player's IP strategy, not the broader technology ecosystem.
How to fix: Broaden your query scope or exclude the dominant assignee to reveal ecosystem dynamics.
Transparency is a core principle. Here is what Stratensight explicitly does not claim to do.
No prediction
Stratensight does not predict the future. Scores reflect current and historical patent signals, not market forecasts.
No guesswork
Every score is deterministic and computed from explicit formulas. There is no hidden model, no opaque weighting, no proprietary black box.
No hallucination
AI is used for text interpretation only (Claude Haiku). Scores are never generated by AI. If a score cannot be computed, it is absent — never fabricated.
No investment advice
Verdicts (INVEST, MONITOR, EXPLORE, AVOID) are analytical signals based on patent data. They are not financial recommendations.
No complete market coverage
Patent data reflects internationally visible filing activity. Domestic-only filings (e.g. CNIPA) may be underrepresented in open sources.
Stratensight produces directional signals, not absolute truth. Here's what to keep in mind:
Coverage
EPO and Google Patents capture internationally visible filings. Domestic-only activity in China, Japan, or Korea may be underrepresented.
Scope dependency
Your scores reflect the patents in your dataset. A narrow query produces a narrow signal.
Momentum reliability
Requires at least 3–5 years of filing history. Short datasets produce N/A — not zero.
Intelligence Grade™
Every analysis automatically flags these limitations. Watch for LIMITED or FRAGILE badges.
Confidence is a measure of analytical reliability, not market probability
Intelligence Grade™ reflects the reliability of the analysis based on dataset quality, coverage sufficiency, temporal depth, and signal consistency. It is not a probability of commercial success, market prediction, or AI certainty.
Chinese domestic patent activity may be underrepresented in open sources. The directional signal may remain useful, but coverage is not complete.
The exact click-path inside each tool before uploading. Stratensight auto-detects every export below.
TotalPatent One
TIER 1Recommended for Intelligence Grade 90%+
Derwent Innovation
TIER 1Strong Derwent-enriched titles and abstracts
Note: Prefer the Derwent-enriched title and abstract over the original ones — they cluster more reliably.
Questel Orbit Intelligence
TIER 1FAMPAT family dedup, 100+ countries
PatBase
TIER 1Minesoft — family-level coverage across 100+ authorities
Lens.org
FREEFree CSV export up to 50,000 patents per query
Note: Account required (free). Anonymous downloads are limited to 1,000 rows.
WIPO Patentscope
FREEPCT-centric coverage — Intelligence Grade capped 65–75%
Note: Standard WIPO export does NOT include IPC/CPC codes — Lifecycle Position™ and clustering will run with reduced precision.
Espacenet
FREEFree CSV — useful for quick validation (~500 patents)
Note: Espacenet caps each CSV at ~500 rows. For larger queries, chain multiple exports or use a Tier 1 source.
My file is not recognised
Stratensight auto-detects CSV / XLS / XLSX from every supported source above, and matches your column headers automatically even when they differ from the standard names — so unrecognised files are now rare. If the banner still shows “Format not recognized” after the automatic attempt, re-export from your tool with the headers in the first row (no merged cells, no summary banner) and try again.
Intelligence Grade™ stays low
The Grade is driven by field coverage. Add IPC or CPC codes (Lifecycle), Filing Date (Momentum), and a standardized Assignee (Openness). Going from 5 to 8 fields typically lifts the Grade by 10–20 points.
Momentum shows N/A
Momentum Index™ requires at least 3 years of filing history. Datasets shorter than that fall back to a directional signal only. Widen your filing-date range to fix.
Analysis is slow
Above 5,000 patents the full pipeline takes 5–15 minutes (clustering + scoring + Critical Reader audit + persona narratives). You can close the tab — you will receive an email when the report is ready.
Can I merge several exports?
Yes — drop 2 to 5 files in the upload area (mix of providers accepted). Stratensight tags each row with its source file so the Provenance view shows the per-source contribution.
Stratensight provides patent intelligence signals, not legal opinions or freedom-to-operate assessments. Not a substitute for IP counsel.