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Idea Triage Board: Review and Act on Invention Ideas

Discover how ArcPrime's kanban-style triage board helps you evaluate and prioritize invention ideas efficiently

Written by Jonathan Liu

The Idea Triage Board is where counsel reviews, evaluates, and acts on ideas extracted from Inventor Interviews. It provides a structured workflow for moving ideas from raw interview output to formal invention disclosures.

The Idea Triage Board showing the Pending, Approved, and Rejected tabs, the Filter button, and the ideas table with Idea, Campaign, Technology, Inventor, and Extraction Date columns

Key Capabilities

  • Status tabs -- Switch between Pending, Approved, and Rejected to focus on ideas that need attention.

  • Campaign filter -- Click Filter and pick a campaign to narrow the table.

  • Duplicate and overlap badges -- ArcPrime flags an idea that resembles another idea, an existing disclosure, or a patent.

  • Row and bulk actions -- Convert, reject, or merge ideas one at a time or in a batch.

  • Idea Details page -- Open any idea to read its full description, review possible duplicates, and message the inventors.

How It Works

After each Inventor Interview, ArcPrime extracts structured ideas and places them on the board as Pending. Each row shows the idea title, its campaign, the technology it maps to, the inventor, and the extraction date.

Counsel then takes one of three actions: convert the idea to a disclosure, reject it with a reason, or request more information from the inventor. An idea that looks like something already known carries a Possible duplicate badge, or Similar prior art when the match is a patent. Open the idea to see the matching record and its reason: Likely duplicate, Possible extension, or Same domain, different approach. Merge the ideas before converting.

Select several rows to reveal a bar with Reject, Merge, and Convert to Disclosure for the whole selection. Converted ideas show Go to Disclosure so you can jump to the new record.

The Idea Details page showing the description card with the technical problem, proposed solution, and differentiation, and the Request Info, Reject, and Convert to Disclosure buttons

Common Use Cases

Use Case

How ArcPrime Helps

Daily triage of new ideas

Open the Pending tab to see all ideas awaiting review

Deduplicating submissions

Merge ideas from different inventors into one consolidated idea

Reviewing one campaign

Filter by campaign, or open Campaign Idea Triage Board from the campaign

Converting promising ideas

Convert directly to a disclosure with the fields pre-filled

Getting Started

Open Disclosures > Idea Triage Board from the sidebar. For step-by-step instructions, see How to Triage Ideas.

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