/competitive-intelligence

name: competitive-intelligence
description: 'Analyze competitor IP portfolios — comparative patent portfolio reports
  with strategy inference. Budget: 120 patent families, 15 claim parses, 40 web searches.'
execution: strategy
dependencies:
  tactics:
  - classification-navigation
  - knowledge-acquisition-claim-decomposition
  - patent-family-tracing
  sops:
  - assignee-normalization
  - citation-network-analysis
  - claim-parsing
  - knowledge-acquisition-saturation-detection
  - legal-status-assessment
  - patent-categorization
  - patent-query-formulation
  - patent-synthesis
  - quality-scoring
  - trend-analysis

Competitive Intelligence

Analyzes competitor patent portfolios to infer R&D strategy, identify strengths and weaknesses, and produce comparative intelligence reports.

Purpose

Profile competitor IP portfolios to understand their technology focus, filing strategy, geographic coverage, and potential future directions. Enables strategic IP positioning.

Budget

| Metric | Target | |--------|--------| | Patent families analyzed | 120 | | Claim parses | 15 | | Web searches completed | 40 |

State Ledger

| Metric | Target | Current | % | |--------|--------|---------|---| | Patent families analyzed | 120 | 0 | 0% | | Claim parses completed | 15 | 0 | 0% | | Web searches completed | 40 | 0 | 0% | | Competitors profiled | — | 0 | — | | Portfolio comparisons | — | 0 | — |

**HARD-GATE**: Cannot exit iteration loop until 80% of patent families (96), claim parses (12), and web searches (32) budget met.

Available Tactics

| Tactic | When to Use | |--------|-------------| | patent-family-tracing | Build complete portfolio for each competitor | | classification-navigation | Map competitor technology focus areas | | claim-decomposition | Analyze claim scope of competitor key patents |

Available SOPs

| SOP | Role in This Strategy | |-----|----------------------| | patent-query-formulation | Generate assignee-focused search queries | | assignee-normalization | Resolve subsidiary/parent relationships | | patent-categorization | Classify competitor patents by technology area | | citation-network-analysis | Map inter-competitor citation relationships | | trend-analysis | Analyze competitor filing velocity and direction | | claim-parsing | Parse key competitor claims for scope analysis | | quality-scoring | Assess competitor patent quality distribution | | legal-status-assessment | Determine active vs. expired competitor IP | | saturation-detection | Confirm portfolio coverage is complete | | patent-synthesis | Produce competitive intelligence report |

Execution Guidance

1. **Competitor identification** — Identify target competitors from user input or landscape data 2. **Assignee normalization** — Resolve all name variants and subsidiaries with `assignee-normalization` 3. **Portfolio collection** — Search for all patents per competitor using `patent-query-formulation` 4. **Family tracing** — Complete portfolio with `patent-family-tracing` 5. **Categorization** — Classify each competitor's patents by technology with `patent-categorization` 6. **Trend analysis** — Analyze filing patterns per competitor with `trend-analysis` 7. **Citation analysis** — Map cross-citation between competitors with `citation-network-analysis` 8. **Key claim analysis** — Parse top patents per competitor with `claim-parsing` 9. **Quality assessment** — Score portfolios with `quality-scoring` 10. **Synthesis** — Produce comparative report with `patent-synthesis`

Output Format

# Competitive Patent Intelligence: [Technology Domain]

## Competitor Profiles
### [Competitor A]
- Portfolio size: [N] families
- Technology focus: [top IPC classes]
- Filing trend: [increasing/stable/declining]
- Geographic coverage: [jurisdictions]
- Key patents: [top 3 by quality score]

## Comparative Analysis
| Metric | Comp A | Comp B | Comp C |
|--------|--------|--------|--------|
| Total families | | | |
| Filing velocity (last 3yr) | | | |
| Avg quality score | | | |
| Geographic breadth | | | |

## Citation Network
[Inter-competitor citation patterns and influence]

## Strategic Inferences
[R&D direction, potential acquisitions, licensing opportunities]

## Recommendations
[Positioning strategy relative to competitors]

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Available Tactics

Optional, no fixed order; the final leaf is always a sop.

| Tactic | When to use | | --- | --- | | classification-navigation | IPC/CPC hierarchy drill-down and lateral expansion for patent discovery | | knowledge-acquisition-claim-decomposition | Independent/dependent claim parsing, element extraction, and feature mapping to technical domains | | patent-family-tracing | Forward/backward patent citation and priority tracing until saturation |

Available SOPs

Optional, no fixed order; the final leaf is always a sop.

| SOP | When to use | | --- | --- | | assignee-normalization | Standardize assignee names and identify corporate group affiliations across patent offices | | citation-network-analysis | Build and analyze patent citation networks — main path analysis, PageRank, cluster detection | | claim-parsing | Patent claim syntax parsing — independent/dependent relationships and element extraction | | knowledge-acquisition-saturation-detection | Determine when additional searching yields diminishing returns. Analyzes the latest expansion batch against existing corpus to judge continue/near-saturation/saturated. Used by snowball and systematic-survey. | | legal-status-assessment | Determine patent legal status — active, expired, pending, lapsed, or revoked | | patent-categorization | Classify patents by tech subdomain, application scenario, and value chain position | | patent-query-formulation | Construct keyword + IPC/CPC + assignee combination search strategies for patent databases | | patent-synthesis | Produce final structured patent intelligence report from all analysis results | | quality-s