Case Study: SaaS Platform Proxy Claim
How a mid-size software team structured a proxy-method claim across three experimental projects in one fiscal year.
9 min read
A B2B SaaS company with roughly forty engineers filed a proxy-method claim covering three experimental initiatives: a new query planner, a multi-tenant isolation redesign, and a model-serving pipeline.
The team kept weekly engineering notes that captured failed approaches — critical when describing technological uncertainty months later. Salary percentages were derived from sprint allocations reconciled to payroll.
Outcome: the claim cleared initial review with only minor documentation follow-ups. The lesson for preparers is contemporaneous evidence beats reconstructed stories, even under proxy.