On October 19, 2021, the Patent Trial and Appeal Board (PTAB) instituted trial on all challenged claims of U.S. Patent 9,715,691, which is being asserted by Caselas, LLC, a Raymond Anthony Joao entity. The '691 patent is generally directed to providing transaction history information including charge-back information.

Caselas is asserting the '691 patent against 33 banks and merchant services companies, including First Citizens Bank, UBS Bank, First National Bank of Omaha, TruWest Credit Union, and Electronic Merchant Systems.

View district court litigations by Caselas. To read the petition and view the case record, see Unified’s Portal. Unified is represented by Larissa Bifano and Zach Conrad of DLA Piper and by in-house counsel, Ashraf Fawzy and Jordan Rossen, in this proceeding.