Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_05-cv-01550/USCOURTS-cand-3_05-cv-01550-0/pdf.json

Nature of Suit Code: 830
Nature of Suit: Patent
Cause of Action: 35:271 Patent Infringement

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[PROPOSED] PROTECTIVE ORDER

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David M. Barkan (State Bar No. 160825/barkan@fr.com)

Craig R. Compton (State Bar No. 215491/compton@fr.com)

FISH & RICHARDSON P.C.

500 Arguello Street, Suite 500

Redwood City, California 94063

Telephone: (650) 839-5070

Facsimile: (650) 839-5071

Attorneys for Plaintiff

YODLEE, INC.

Drew M. Wintringham, III (Pro Hac Vice)

Mark W. Rueh (Pro Hac Vice)

CLIFFORD CHANCE US LLP

31 West 52

nd

Street

New York, NY 10019 6131

Telephone: (212) 878-8000

Facsimile: (212 878-8375

Daniel R. Harris (State Bar No. 188417)

Nancy K. Raber (State Bar No. 192744)

CLIFFORD CHANCE US LLP

990 Marsh Road

Menlo Park, California 94025-1947

Telephone: (650) 566-4300

Facsimile: (650) 566-4399

Attorneys for Defendant CashEdge, Inc.

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

SAN FRANCISCO DIVISION

YODLEE, INC.,

Plaintiff,

v.

CASHEDGE INC.,

Defendant.

Case No. C-05-1550 SI

[PROPOSED] PROTECTIVE ORDER

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Pursuant to Federal Rule of Civil Procedure 26(c), the parties, Yodlee, Inc. (“Yodlee”), and

CashEdge Inc. (“CashEdge”), through their respective counsel, hereby stipulate to the following

protective order:

1. PURPOSES AND LIMITATIONS

Disclosure and discovery activity in this action are likely to involve production of

confidential, proprietary, or private information for which special protection from public disclosure

and from use for any purpose other than prosecuting this litigation would be warranted.

Accordingly, the parties hereby stipulate to and petition the Court to enter the following Protective

Order. The parties acknowledge that, as set forth in Section 9, below, this Protective Order creates

no entitlement to file confidential information under seal; Civil Local Rule 79-5 sets forth the

procedures that must be followed and reflects the standards that will be applied when a party seeks

permission from the court to file material under seal.

2. DEFINITIONS

2.1 Party: any party to this action, including all of its officers, directors,

employees, consultants, retained experts, and counsel (and their support staff). Third parties

producing documents in the litigation (either via subpoena or voluntarily) shall have the same right

to designate documents and information under this Order as a Party and shall be treated as a Party

for that Purpose.

2.2 Disclosure or Discovery Material: all items or information, regardless of the

medium or manner generated, stored, or maintained (including, among other things, testimony,

transcripts, or tangible things) that are produced or generated in disclosures or responses to

discovery in this matter.

2.3 Any Producing Party may designate any Discovery Material as

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” under the terms of this protective order if such

a party in good faith believes that such Discovery Material contains nonpublic, confidential and

sensitive information, including, but not limited to, financial data; market and sales information;

customer lists and information; business plans, reports and memoranda; internal communications,

notes, summaries, reports and memoranda concerning financial, business or product information;

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[PROPOSED] PROTECTIVE ORDER

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technical data and tests, product design, formulation and implementation; research and development

activities; source code; data processing algorithms; data structures; non-public patent application

materials; protocols; and encryption and data security mechanisms.

2.4 Receiving Party: a Party that receives Disclosure or Discovery Material from

a Producing Party.

2.5 Producing Party: a Party or non-party that produces Disclosure or Discovery

Material in this action.

2.6 Designating Party: a Party or non-party that designates information or items

that it produces in disclosures or in responses to discovery as “CONFIDENTIAL —

ATTORNEYS’ EYES ONLY.”

2.7 Protected Material: any Disclosure or Discovery Material that is designated

as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY.”

2.8 Outside Counsel: attorneys (as well as their support staffs) who are not

employees of a Party but who are retained to represent or advise a Party in this action.

2.9 Expert: a person with specialized knowledge or experience in a matter

pertinent to the litigation who has been retained by a Party or its counsel to serve as an expert

witness or as a consultant in this action.

2.10 Professional Vendors: persons or entities that provide litigation support

services (e.g., photocopying; videotaping; translating; preparing exhibits or demonstrations;

organizing, storing, retrieving data in any form or medium; etc.) or non-technical jury or trial

consulting services and their employees and subcontractors.

3. SCOPE

The protections conferred by this Order cover not only Protected Material (as

defined above), but also any information copied or extracted therefrom, as well as all copies,

excerpts, summaries, or compilations thereof.

4. DURATION

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Even after the termination of this litigation, the confidentiality obligations imposed

by this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court

order otherwise directs.

5. DESIGNATING PROTECTED MATERIAL

5.1 Exercise of Restraint and Care in Designating Material for Protection. Each

Party or non-party that designates information or items for protection under this Order must take

reasonable care to limit any such designation to specific material that qualifies under the appropriate

standards.

5.2 Manner and Timing of Designations. Except as otherwise provided in this

Order [see, e.g., section 5.2(a), below], or as otherwise stipulated or ordered, material that qualifies

for protection under this Order must be clearly so designated before the material is disclosed or

produced. Designation in conformity with this Order requires:

(a) for information in documentary form (apart from transcripts of

depositions or other pretrial or trial proceedings), that the Producing Party affix the legend

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” on each page that contains protected material.

A Party or non-party that makes original documents or materials available for inspection need not

designate them for protection until after the inspecting Party has indicated which material it would

like copied and produced. During the inspection and before the designation, all of the material

made available for inspection shall be deemed “CONFIDENTIAL – ATTORNEYS’ EYES

ONLY.” After the inspecting Party has identified the documents it wants copied and produced, the

Producing Party must determine which documents, or portions thereof, qualify for protection under

this Order, then, before producing the specified documents, the Producing Party must affix the

appropriate legend (or “ CONFIDENTIAL – ATTORNEYS’ EYES ONLY”) to each page that

contains Protected Material;

(b) for testimony given in deposition, such testimony may be orally

designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” during the deposition.

Alternatively, at any time up to thirty days after Outside Counsel of record for the Designating Party

receives the actual transcript (i.e., not a “rough” or preliminary transcript), the testimony may be

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[PROPOSED] PROTECTIVE ORDER

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designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” so long as all other parties to

this litigation are informed in writing within the thirty days. In the event the entire transcript is

designated “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” for efficiency purposes at the

deposition, the non-designating party may request in writing, after the deposition transcript has been

provided to all parties, that the designating party identify the specific portions of the transcript that

contain Protected Material. After a written request is made, the designating party shall have ten

(10) business days to identify the Protected Material by page and line number;

(c) for information produced in some form other than documentary, and

for any other tangible items, that the Producing Party affix in a prominent place on the exterior of

the item, the container or containers in which the information or item is stored the legend

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY.”

5.3 Inadvertent Failures to Designate or Production of Privileged Material. If

timely corrected, an inadvertent failure to designate qualified information or items as

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” does not, standing alone, waive the

Designating Party’s right to secure protection under this Order for such material. If material is

appropriately designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” after the material

was initially produced, the Receiving Party, on timely notification of the designation, must make

reasonable efforts to assure that the material is treated in accordance with the provisions of this

Order. The inadvertent production of any privileged material shall not be deemed a waiver of any

claim of privilege of the information. Upon receiving oral or written notice from the Producing

Party that privileged material has been inadvertently produced, all such privileged material and any

copies thereof shall immediately be returned to the Producing Party and the receiving party shall not

use any such privileged material or privileged information therein for any purpose absent further

Order of this Court.

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1 Timing of Challenges. No party shall be obligated to challenge the propriety

of a designation, and a failure to do so shall not preclude a subsequent attack on the propriety of the

designation.

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6.2 Meet and Confer. A Party that elects to initiate a challenge to a Designating

Party’s confidentiality designation must do so in good faith and must begin the process by

conferring with counsel for the Designating Party. In conferring, the challenging Party must

explain the basis for its belief that the confidentiality designation was not proper and must give the

Designating Party an opportunity to review the designated material, to reconsider the circumstances.

If after ten (10) business days the Designating Party refuses to de-designate the document(s) in

question, a challenging Party may proceed to the next stage of the challenge process only if it has

engaged in this meet and confer process first.

6.3 Judicial Intervention. A Party that elects to press a challenge to a

confidentiality designation after considering the justification offered by the Designating Party may

file and serve a motion pursuant to Judge Illston’s Standing Order governing discovery disputes.

Each such motion must be accompanied by a competent declaration that affirms that the movant has

complied with the meet and confer requirements imposed in the preceding paragraph and that sets

forth with specificity the justification for the confidentiality designation that was given by the

Designating Party in the meet and confer dialogue. The burden of persuasion in any such challenge

proceeding shall be on the Designating Party. Until the Court rules on the challenge, all parties

shall continue to afford the material in question the level of protection to which it is entitled under

the Producing Party’s designation.

7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1 Basic Principles. A Receiving Party may use Protected Material that is

disclosed or produced by another Party or by a non-party in connection with this case only for

prosecuting, defending, or attempting to settle this litigation and shall not use Protected Material for

any other purpose, including, but not limited to, preparing, filing and prosecuting patent

applications. Such Protected Material may be disclosed only to the categories of persons and under

the conditions described in this Order. When the litigation has been terminated, a Receiving Party

must comply with the provisions of section 10, below (FINAL DISPOSITION). The Receiving

Party must take reasonable measures when storing and maintaining Protected Material so as to

ensure that access to the Protected Material is limited to the persons authorized under this Order.

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7.2 Disclosure of “CONFIDENTIAL – ATTORNEYS’ EYES ONLY”

Information or Items. Unless otherwise ordered by the Court or permitted in writing by the

Designating Party, a Receiving Party may disclose any information or item designated

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” only to:

(a) the Receiving Party’s Outside Counsel of record in this action, as well

as employees of said Counsel to whom it is reasonably necessary to disclose the information for this

litigation (a Receiving Party may not disclose “CONFIDENTIAL – ATTORNEYS’ EYES ONLY”

to its in-house counsel);

(b) Experts (as defined in this Order) (1) to whom disclosure is

reasonably necessary for this litigation, (2) who have signed the “ Agreement To Be Bound By

Protective Order” (Exhibit A), and (3) as to whom the procedures set forth in paragraph 7.4, below,

have been followed;

(c) the Court and its personnel and the jury, if any;

(d) court reporters, their staffs, and professional vendors to whom

disclosure is reasonably necessary for this litigation and who agree to treat the Protected Material in

accordance with their ordinary operating procedures for maintaining confidential documents;

(e) jury or trial consultants retained by a party in this action, providing

that any such consultant is not an employee of a party nor anticipated to become an employee in the

near future and is approved pursuant to paragraph 7.4.

(f) mock jurors engaged by the parties and/or their consultants in

preparation for trial, provided that (i) no party will use any mock juror who knows any person

employed or affiliated with either party to this action; (ii) mock jurors will not be allowed to retain

any tangible materials that contain or disclose any Designated Material, and (iii) mock jurors first

agree in writing to maintain the confidentiality of any materials and information provided to them in

connection with being a mock juror; and

(g) vendors who have been retained by a party to provide translation or

interpretation from a foreign language into English or vice versa and who agree to treat the

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Protected Material as confidential and limit its use to providing such translation or interpretation

services.

7.3 Disclosure of Protected Material at Depositions or Trial. Any individual,

such as a deposition witness, trial witness, or potential witness, may be shown Protected Material by

an attorney bound by this Protective Order under the following conditions:

(a) the individual is identified as a signatory, author, addressee or

recipient of a copy of the materials;

(b) the individual is a current officer, director, or employee of a Party, the

document has been designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” by that

Party, and the document is of the type to which such individual would not normally be precluded

from having access;

(c) the individual is a witness designated by a Party pursuant to

Rule 30(b)(6) of the Federal Rules of Civil Procedure, the document has been designated as

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” by that Party, and the document fairly relates

to the subject matter for the 30(b)(6) topic(s) for which the witness has been designated and the

individual’s testimony for the same;

(d) the individual is a former officer, director, or employee of a Party, the

document has been designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” by that

Party, and it appears from the face of the document that the individual had previously viewed the

document while employed by the Party or the document is the type to which such individual would

have had access to during the course of his former employment.

Under no circumstances will the use of Protected Material during a deposition or trial

constitute a waiver of the designated status of the materials.

7.4 Procedures for Approving Disclosure of “CONFIDENTIAL –ATTORNEYS’

EYES ONLY” Information or Items to “ Experts”

(a) Unless otherwise ordered by the Court or agreed in writing by the

Designating Party, a Party that seeks to disclose to an “ Expert” (as defined in this Order) any

information or item that has been designated “CONFIDENTIAL – ATTORNEYS’ EYES ONLY”

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[PROPOSED] PROTECTIVE ORDER

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first must make a written request to the Designating Party that (1) sets forth the full name of the

Expert and the city and state of his or her primary residence, (2) attaches a copy of the Expert’s

current resume, (3) identifies the Expert’s current employer(s), (4) identifies each of the Expert’s

employers by whom the expert has been employed during the preceding four years, and (5)

identifies (by name and number of the case, filing date, and location of court) any litigation in

connection with which the Expert has provided any professional services during the preceding four

years. If an expert or consultant’s work on a particular case is confidential, i.e., the expert or

consultant has not been disclosed, then the expert or consultant in lieu of providing specific details

identifying the case (case name, number, and location) may instead describe the subject matter of

the case and his or her consulting activities for that matter.

(b) A Party that makes a request and provides the information specified in

the preceding paragraph may disclose Protected Material to the identified Expert unless, within

seven court days of delivering the request, the Party receives a written objection from the

Designating Party. Any such objection must set forth in detail the grounds on which it is based.

(c) A Party that receives a timely written objection must meet and confer

with the Designating Party (through direct voice-to-voice dialogue) to try to resolve the matter by

agreement. If no agreement is reached, the Party seeking to make the disclosure to the Expert may

seek relief from the Court in accordance with Judge Illston’s standing order governing discovery

disputes. In any such proceeding the Party opposing disclosure to the Expert shall bear the burden

of proving that the risk of harm the disclosure would entail outweighs the Receiving Party’s need to

disclose the Protected Material to its Expert.

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN

OTHER LITIGATION.

If a Receiving Party is served with a subpoena or an order issued in another litigation

that would compel disclosure of any information or items designated in this action as

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” the Receiving Party must so notify the

Designating Party, in writing (by facsimile, if possible) immediately after receiving the subpoena or

order and in no event more than five days after the Receiving Party reasonably understands that the

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subpoena or order might call for production of Protected Material. Such notification must include a

copy of the subpoena or court order. The Receiving Party also must immediately inform in writing

the Party who caused the subpoena or order to issue in the other litigation that some or all of the

material covered by the subpoena or order is the subject of this Protective Order. In addition, the

Receiving Party must deliver a copy of this Protective Order promptly to the Party in the other

action that caused the subpoena or order to issue. Also, the Receiving Party shall attempt to seek

confidential treatment similar to the treatment by this Order of any Protected Material that it does

produce to the Party in the other action. The purpose of imposing these duties is to alert the

interested parties to the existence of this Protective Order and to afford the Designating Party in this

case an opportunity to try to protect its confidentiality interests in the court from which the

subpoena or order issued. The Designating Party shall bear the burdens and the expenses of seeking

protection in that court of its confidential material – and nothing in these provisions should be

construed as authorizing or encouraging a Receiving Party in this action to disobey a lawful

directive from another court.

9. FILING PROTECTED MATERIAL. Without written permission from the

Designating Party or a court order secured after appropriate notice to all interested persons, a Party

may not file in the public record in this action any Protected Material. A Party that seeks to file

under seal any Protected Material must comply with Civil Local Rule 79-5(d).

10. FINAL DISPOSITION. Unless otherwise ordered, within sixty days after the final

termination of this action, each Receiving Party must return all Protected Material to the Producing

Party or certify its destruction. As used in this subdivision, “ all Protected Material” includes all

copies, abstracts, compilations, summaries or any other form of reproducing or capturing any of the

Protected Material. Whether the Protected Material is returned or destroyed, the Receiving Party

must submit a written certification to the Producing Party (and, if not the same person or entity, to

the Designating Party) by the sixty-day deadline that identifies (by category, where appropriate) all

the Protected Material that was returned or destroyed and that affirms that the Receiving Party has

not retained any copies, abstracts, compilations, summaries or other forms of reproducing or

capturing any of the Protected Material. Notwithstanding this provision, Counsel are entitled to

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retain an archival copy of all pleadings, motion papers, transcripts, legal memoranda,

correspondence or attorney work product, even if such materials contain Protected Material. Any

such archival copies that contain or constitute Protected Material remain subject to this Protective

Order as set forth in Section 4 (DURATION), above.

11. MISCELLANEOUS

11.1 Right to Further Relief. Nothing in this Order abridges the right of any

person to seek its modification by the Court in the future.

11.2 Right to Assert Other Objections. By stipulating to the entry of this

Protective Order, no Party waives any right it otherwise would have to object to disclosing or

producing any information or item on any ground not addressed in this Protective Order. Similarly,

no Party waives any right to object on any ground to use in evidence of any of the material covered

by this Protective Order.

Respectfully submitted,

Dated: January 3, 2006 FISH & RICHARDSON P.C.

By: /s/

Craig R. Compton

Attorneys for Plaintiff YODLEE, INC.

Dated: January 3, 2006 CLIFFORD CHANCE US LLP

By: /s/

Mark W. Rueh

Attorneys for Defendant CASHEDGE INC.

Pursuant to General Order No. 45, Section X(B) regarding signatures, I attest under penalty

of perjury that concurrence in the filing of this document has been obtained from Mark W. Rueh.

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[PROPOSED] PROTECTIVE ORDER

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Dated: January 3, 2006 FISH & RICHARDSON P.C.

By: /s/

Craig R. Compton

Attorneys for Plaintiff YODLEE, INC.

Pursuant to Federal Rule of Civil Procedure 26 and the above stipulation of the parties, and

it appearing that discovery in the above-entitled action is likely to involve the disclosure of

“CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information and documents and good cause

appearing,

IT IS SO ORDERED this _____ day of ____________, 2006

The Honorable Susan Illston

United States District Judge

Case 3:05-cv-01550-SI Document 26 Filed 01/03/2006 Page 12 of 14

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

GRANTED

Judge Susan Illston

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David M. Barkan (State Bar No. 160825/barkan@fr.com)

Craig R. Compton (State Bar No. 215491/compton@fr.com)

FISH & RICHARDSON P.C.

500 Arguello Street, Suite 500

Redwood City, California 94063

Telephone: (650) 839-5070

Facsimile: (650) 839-5071

Attorneys for Plaintiff

YODLEE, INC.

Drew M. Wintringham, III (Pro Hac Vice)

Mark W. Rueh (Pro Hac Vice)

CLIFFORD CHANCE US LLP

31 West 52

nd

Street

New York, NY 10019 6131

Telephone: (212) 878-8000

Facsimile: (212 878-8375

Daniel R. Harris (State Bar No. 188417)

Nancy K. Raber (State Bar No. 192744)

CLIFFORD CHANCE US LLP

990 Marsh Road

Menlo Park, California 94025-1947

Telephone: (650) 566-4300

Facsimile: (650) 566-4399

Attorneys for Defendant CashEdge, Inc.

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

SAN FRANCISCO DIVISION

YODLEE, INC.,

Plaintiff,

v.

CASHEDGE INC.,

Defendant.

Case No. C-05-1550 SI

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[PROPOSED] PROTECTIVE ORDER

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EXHIBIT A

Agreement to Be Bound by Protective Order

I, _____________________________, residing at ___________________________

______________________________________, declare under penalty of perjury that I have read in

its entirety and understand the Protective Order that was issued by the United States District Court

for the Northern District of California on ____________, 2006 in the case of Yodlee, Inc. v.

CashEdge, Inc., No. CV 05-01550 SI

I agree to comply with and to be bound by all the terms of this Protective Order and promise

that I will not disclose in any manner any information or item that is subject to this Protective Order

to any person or entity except in compliance with the provisions of this Order. I further agree to

submit to the jurisdiction of the United States District Court for the Northern District of California

for the purpose of enforcing the terms of this Protective Order.

Date: ______________________________________

By: ______________________________________

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Case 3:05-cv-01550-SI Document 26 Filed 01/03/2006 Page 14 of 14
 Case 3:05-cv-01550-SI Document 28 Filed 01/05/06 Page 14 of 14