This article explains how History dates work in Equinox, as well as our recommended best practice for storing numbers.

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Storing official dates & numbers

Official dates like the filing, publication and grant date of an application are stored in special fields called ‘History dates’. You can store the date, country code where the office resides, and number within each field.

For example, a ‘First Filing’ application filed at the UKIPO might have a ‘Filing’ history date field that looks a bit like this:


Each history date field has a unique numerical identifier called a ‘History ID’ or ‘HID’. These are useful to know about, as they appear in things like template merge codes that allow you to pull this data into emails and letters. Additional history dates can be added into the system depending on your requirements, but our base set is usually enough.

History nameHistory ID (HID)
Earliest Priority1
Filing2
Publication3
Grant4
Lodged5
PCT Filing200
PCT Publication201
Parent Filing202
Parent Publication203
Parent Grant204
Opposition Filing205
Opposed Application206

Each history date should be used to store dates and numbers in a specific way, to ensure consistency across your system. This is especially important when you’re setting up correspondence templates to pull in dates and numbers in specific scenarios. 

Best practices for official date and number storage

Patent

First FilingClaiming PriorityNationalisation Of PCTValidation of EPDivisionalContinuationContinuation in PartSPC
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberPCT parent filing date, local CC and numberparent EP filing date, CC, numberparent filing date and CC, local filing numberparent filing date and CC, local filing numberparent filing date and CC, local filing numberlocal filing date, CC, number
Publicationlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberparent publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, number
Grantlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberparent grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, number
Lodgedlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, number
PCT FilingPCT parent filing date, CC, number
PCT PublicationPCT publication date, CC, number
Parent Filingparent filing date, CC, numberparent filing date, CC, numberparent filing date, CC, numberparent filing date, CC, number
Parent Grantparent grant date, CC, number

Trade Mark

First FilingClaiming PriorityNational Right of Madrid
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberMadrid parent filing date, CC and number
Publicationlocal publication date, CC, filing numberlocal publication date, CC, filing numberlocal publication date, CC, filing number
Grantlocal grant date, CC, filing numberlocal grant date, CC, filing numberlocal grant date, CC, filing number
Lodgedlocal filing date, CC, number (if subsequent designation)

Design

First FilingClaiming PriorityNationalisation Right of HagueDivisional
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberHague parent filing date, local CC and numberparent filing date and CC, local filing number
Publicationlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, number
Grantlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, number
Lodgedlocal filing date, CC, numberlocal filing date, CC, number
Parent Filingparent filing date, CC, number

Opposition

Filed by us – PatentFiled by us – Trade MarkFiled against us - PatentFiled against us – Trade Mark
Opposition Filingthe opposition case filing date, CC, numberthe opposition case filing date, CC, number
Opposed Applicationthe case we are opposing filing date, CC, numberthe case we are opposing filing date, CC, numberour opposed case filing date, CC, numberour opposed case filing date, CC, number
Earliest Priorityour opposed case priority date, CC, number
Publicationthe case we are opposing publication date, CC, numberthe case we are opposing publication date, CC, numberour opposed case publication date, CC, number
Grantthe case we are opposing grant date, CC, numberour opposed case grant date, CC, number