USOO6975708B1
`
`(12) United States Patent
`Scherer
`
`(10) Patent No.:
`(45) Date of Patent:
`
`US 6,975,708 B1
`Dec. 13, 2005
`
`4,989,233 A
`1/1991 Schakowsky et al. ....... .. 379/92
`4,994,797 A
`2/1991 Breeden .............. .. 340/825.44
`5,001,710 A
`3/1991 Gawrys et al.
`5,008,930 A
`4/1991 Gawrys et al.
`5,014,298 A
`5/1991 Katz ......................... .. 379/93
`5,016,270 A
`5/1991 Katz .......... ..
`379/92
`
`5,018,191 A
`5/1991 Catron et al.
`379/207
`5,025,468 A *
`6/1991 Silrand etal. .......... 379/266.08
`5,046,088 A
`9/1991 Margulies
`5,048,075 A
`9/1991 Katz ......................... .. 379/92
`5,073,929 A
`12/1991 Kalz
`379/93
`
`5,091,933 A
`2/1992 Kntz
`379/204
`5,103,449 A
`4/1992 Jolissaint
`5,109,404 A
`4/1992 Km et al.
`.................. .. 379/as
`5,128,984 A
`7/1992
`......... .. 379/92
`
`5,164,983 A ~ 11/1992 Brown eta]. .......... 379/265.03
`5,185,782 A
`2/1993 Srinivasan
`5,185,787 A
`2/1993 Kalz ........................ .. 379/204
`5,214,688 A "
`5/1993 Szlam et al.
`..
`.. 379/266.08
`
`6/1993 Kalz . . . . . . . .. . . .
`. . . . . . .. 379/88
`5,218,631 A
`6/1993 Katz ........................... 379/93
`5,224,153 A
`
`(Continued)
`OTHER PUBLICATIONS
`
`Oflice Action dated Jul. 29, 2004 for U.S. App]. No. 09/573,
`734, filed May 18, 2000.
`
`(Continued)
`
`Primary Examiner—Soott L. Weaver
`(74) Attorney, Agent, or Firm—Frost Brown Todd LLC
`
`(57)
`
`ABSTRACT
`
`A system is described in which call processing considers
`unique information about the call to better serve the caller
`and/or to enable the called party to more efliciently handle
`the call. In one embodiment, the unique infonnation con-
`sidered by the call processor is information indicator digits,
`which may indicate to the called party whether to accept the
`call before the voice portion of the call is initiated.
`
`18 Claims, 9 Drawing Sheets
`
`(54) CALL PROCESSING SYSTEM WITH CALL
`SCREENING
`
`(75)
`
`Inventor: Gordon F. Schener, Westerville, OH
`(US)
`
`(73) Assignee: Convergys CMG Utah, Inc., South
`Jordan, UT (US)
`
`( * ) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`
`(21) App]. No.: 09/573,901
`
`(22) Filed:
`
`May 18,2000
`
`Related U.S. Application Data
`
`(60) Division of application No. 09/181,107, filed on Oct.
`28, 1998, which is a continuation of application No.
`08/633507, filed on Apr. 17, 1996, now Pat. No.
`5,867,562.
`
`int. Cl.’ .............................................. .. H04M 1/64
`(51)
`
`(52) U.S.Cl.
`379/ss.22;379/127.01;
`379/201.02; 379/207.15
`(58) Field of Search ............................ 379/67.1, 88.22,
`379/88.23, 88.24, 127.01, 133, 138, 142.01,
`379/201.02, 201.07, 201.08, 207.14, 243,
`379/245, 246, 265.02, 265.13, 207 .02, 207.11,
`379/207.13, 207.15
`
`(56)
`
`References Cited
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`12/1988 Katz
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`8/1989 Samuelson ..
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`5/1990 Katz
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`6/1990 Katz et al.
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`12/1990 Carbullido ..
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`
`
`
`PAGE 1
`
`SECURUS EXHIBIT 1005
`
`PAGE 1
`
`SECURUS EXHIBIT 1005
`
`

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`US 6,975,708 B1
`Page 2
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`U.S. PATENT DOCUMENTS
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`5,259,026
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`5,278,894
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`Bellcore Bell Communications Research binder, Switching
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`
`System Generic Requirements for Interexchange Carrier
`
`
`
`
`
`Interconnection Using the Integrated Services Digital Net-
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`
`
`
`
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`
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`
`
`
`
`ILR Issue 1B, Jun. 1994—on first page in binder).
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`
`
`
`
`
`
`
`
`Bellcore Bell Communications Research binder, Generic
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`
`
`
`
`Requirements for
`the Administrative System (AS)/Line
`
`
`
`
`
`
`
`
`
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`Information Database (LIDB)—LIDB Interface, Generic
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`
`
`
`Requirements, GR-446-CORE, Issue 1, Dec. 1993.
`
`
`
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`Bellcore Bell Communications Research binder, Common
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`Signaling Network
`Interface
`Specification
`Channel
`
`
`
`
`(CCSNIS) Supporting Network Interconnection, Message
`
`
`
`
`Transfer Part
`(MTP), and Integrated Services Digital
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`905-CORE, Issue 1, Mar. 1995.
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`
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`Bellcore Bell Communications Research binder, Switching
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`System Generic Requirements for Call Control Using the
`
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`Integrated Services Digital Network User Part (ISDNUP),
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`Gereric Requirements, GR-317-CORE, Issue 1, Feb. 1994,
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`Revision 1, Sep. 1994—on first page in binder).
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`Bellcore Bell Communications Research binder, Bell Com-
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`munications Reasearch Specification of Signaling System
`
`
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`No. 7, Technical Reference, TR-NWT-000246, Issue 2, vol.
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`Bellcore Bell Communications Research binder, Bell Com-
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`munications Reasearch Specification of Signaling System
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`Bell 7, Technical Reference, TR-NWT-000246, Issue 2, vol.
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`1991, Revision 3, Dec. 1993, vol. 2—on first page in
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`
`
`binder).
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`
`
`
`
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`V&H Coordinates Data, Bellcore, pp. 1-5 and Appendix
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`
`
`
`
`
`A-1, pp. 1-6, Jan. 15, 1996.
`
`
`
`
`
`
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`
`
`
`
`
`
`
`Communications Research, Dec. 1, 1995, Section 1, pp.
`
`
`
`
`
`
`
`
`168-173.
`
`NXXTYPE MATRIX, Sep. 22, 1995, Timothy G. Mulligan
`
`
`
`
`
`
`
`
`(1 pg)
`
`Appendix A: SS7 Messages, Generic Requirements for Call
`
`
`
`
`
`
`
`
`Control Using ISDNUP, Feb. 1994, Issue 1, pp. A-1 to A-8.
`
`
`
`
`
`
`
`
`
`
`
`Appendix B: SS7 Parameters, Generic Requirements for
`
`
`
`
`
`
`
`Call Control Using ISDNUP, Feb. 1994, Issue 1, pp. B-1 to
`
`
`
`
`
`
`
`
`
`
`
`B-39.
`
`
`
`
`
`
`
`
`* cited by examiner
`
`
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`
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`
`
`
`
`
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`*
`
`
`
`AAAAAAAAA
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`PAGE 2
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`PAGE 2
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`US 6,975,708 B1
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`Dec. 13, 2005
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`PAGE 4
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`U.S. Patent
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`Dec. 13,2005
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`US 6,975,708 B1
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`PAGE 5
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`U.S. Patent
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`Dec. 13,2005
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`Sheet 4 of 9
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`US 6,975,708 B1
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`PAGE 6
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`U.S. Patent
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`Dec. 13, 2005
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`PAGE 7
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`U.S. Patent
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`Dec. 13,2005
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`Sheet 6 of9
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`US 6,975,708 B1
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`PAGE 9
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`U.S. Patent
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`Dec. 13, 2005
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`9fl.086e_.HS
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`US 6,975,708 B1
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`PAGE 10
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`U.S. Patent
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`Dec. 13, 2005
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`Sheet 9 0f 9
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`PAGE 11
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`US 6,975,708 B1
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`2
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`call was placed and the telephone number that was dialed by
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`the caller. The telephone system has recognized these two
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`numbers as basic information sources (for routing calls and
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`for billing purposes for example) and has developed a
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`system of standards for
`the data character fields these
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`numbers are to fill.
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`The following background information will better explain
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`these standards of limited phone identification used today by
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`the current call processing systems,
`Interactive Voice
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`Response Systems (IVR), and telephone systems of the
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`United States and foreign countries.
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`Automatic Number Identification (ANI): ANI is a basic
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`element of telephone calls transported throughout the public
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`and private telephone networks. For the North America
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`Numbering Plan (NANP), ANI is currently 10 digits long.
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`ANI is used extensively for call routing, call billing, call
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`tracking, and call identification.
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`Call routing has been based on ANI: area code routing
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`based on the calling phone number is a common feature
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`found in most long distance telephone networks. Based on
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`the calling party number (ANI), the call can be routed and/or
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`receive special treatment through use of databases, computer
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`processors attached to and/or available to the telephone
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`switches, the phone network, and equipment. Some Inter-
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`exchange Carriers (IXC’s) (such as AT&T, MCI, Sprint,
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`etc.) and Local Exchange Companies (LEC’s) (such as
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`Ameritech) provide many enhanced forms of call routing
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`usually based on the first 3 or more ANI digits.
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`Call routing based on the first 3 ANI digits is usually
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`referred to as Area Code Routing. For example, if the calling
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`number ANI was 614-847-6161, then Area Code Routing
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`would consider the “614” part of the ANI and route the Ohio
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`originated call using the “614” as the broad geographic data
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`element to start the routing routines and calculations, based
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`on the routing rules and other factors (time of day, day of
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`week, percent allocation, etc.).
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`Call Routing based on more than the first 3 ANI digits
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`allows for more geographic precision. Most ANI’s have a
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`geographic relationship. LERG gives the approximate lon-
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`gitude and latitude for the area code/exchange (as well as
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`other data contained in the LERG) represented by the first 6
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`digits of the ANI. For example, for the calling number
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`614-847-6161 the “614-847” component has the geographic
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`representation of Ohio and the metropolitan area of North
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`Columbus/Worthington.
`Area-Code-Exchange (NPA-NXX): The Area-Code-Ex-
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`change (NPA-NXX) routing ability gives even greater rout-
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`ing definition for the calling party (ANI). If a caller to an 800
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`number with an ANI of “614-847-6161” was in need of
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`being connected to a towing service, then the geographically
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`closest towing service might be identified to handle the
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`towing job (at a shorter travel time and possible lower cost).
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`Call routing can be based on the first 6 ANI digits or more.
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`In fact, call routing can be extended to the first 7, 8, 9, or 10
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`digits and can even focus on a single calling telephone
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`number. For example, calls originating from “614-847-
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`6161” could be assigned to a specific travel department
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`within a company. The caller with that ANI could be routed
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`by the telephone network to a certain group that always
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`handles that caller when he dials the local, 800, 500, or other
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`number of a travel agency which routes calls using ANI. In
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`this case, a specific ANI or set of ANI’s is given a defined
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`routing algorithm, or treatment, when recognized by a
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`controlling network to route the call based on ANI or a group
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`of ANI’s.
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`ANI used as a billing number and geographic represen-
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`tation: ANI (as a term) is used, quite often interchangeably,
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`1
`CALL PROCESSING SYSTEM WITH CALL
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`SCREENING
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`This Application is a divisional application under 37
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`C.F.R. §1.60 of U.S. patent application Ser. No. 09/181,107
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`filed Oct. 28, 1998, which was a continuation of U.S. Ser.
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`No. 08/633,507 filed Apr. 17, 1996 and is now U.S. Pat. No.
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`5,867,562.
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`The present invention relates generally to the science of
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`telecommunications. Particularly,
`the present
`invention
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`relates to a system for providing screening information
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`about the calling party and/or call origination party. The
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`system uses enhanced network information and/or switch
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`information to select a multi-input template. The enhanced
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`network information and/or switch information in many
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`instances nullifies the importance or relevance of Calling
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`Number (ANI) and Dialed Number (DNIS) in a call pro-
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`cessing environment.
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`BACKGROUND AND SUMMARY OF THE
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`INVENTION
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`For many years the telephone system in general has
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`known certain information about the phone from which a
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`call has been made. For example, the telephone system has
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`known what area code the call was placed from, the long
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`distance carrier of the phone call, and even the approximate
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`geographic location for a non-mobile phone based on the
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`first six digits of the caller’s number. This geographic
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`information comes from the Local Exchange Routing Guide
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`of Bell Core (LERG). However, in reality,
`the extent of
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`information that has been collected to date about a calling
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`party by the telephone system is quite low. For example,
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`consider a home in which two or more people reside. If a call
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`is placed from that home there is no way of knowing, as the
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`call is handled by the telephone system, who is making the
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`call. The only thing the telephone system may know is the
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`approximate geographic location of a non-mobile phone and
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`the calling number. The call may even have been placed by
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`a visitor to the home.
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`The examples of lack of knowledge about the calling
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`party quickly expand when one considers phone calls origi-
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`nating from institutions (for example, hotels, hospitals,
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`airports, offices, prisons, universities, etc.). Then consider
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`mobile phones, Personal Communication System (PCS)
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`Service, air phones, maritime phones, and cellular phones,
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`and it soon becomes apparent how little information is really
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`known about a calling party. A public phone (such as a pay
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`phone) in a lobby of an institution, provides little if any
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`information about the calling party especially if the calling
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`party is paying cash for the call.
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`Businesses have attempted to learn more about a calling
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`party by asking questions of the calling party when their call
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`is received. For example, a rental car company receives a
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`call from a person wanting to rent a car. A live attendant for
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`the rental car company will collect information about the
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`call by asking several questions. Consider that the caller is
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`likely to have rented a car previously from the same com-
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`pany. There should be no need to have to re-ask all of the
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`same questions every time the same caller wants to rent a
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`car. The present invention provides a solution to this and
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`related problems of telecommunications.
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`The telephone system has evolved to include limited
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`standard identification information about the calling phone
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`(calling number and/or ANI) and the phone that was called
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`(dialed number and/or DNIS). This information is primarily
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`obtained from the telephone number from which the phone
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`PAGE 12
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`PAGE 12
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`US 6,975,708 B1
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`4
`For 1-800 access code calls, the caller’s originating ANI
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`is used to control some of the billing decisions—for
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`example:
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`Intra-state;
`Inter-state;
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`origination from a different country or island (e.g., calls
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`from Canada);
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`time zones; and
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`mileage between calling parties and mileage bands.
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`1-800 access service was introduced by AT&T around
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`1967. From that
`time on,
`the caller’s originating ANI
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`became an integral part of the billing, routing, and call
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`detail. 1-900, 411, and other pay-per-call numbers have also
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`been around for 15 or more years and use the caller’s
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`originating ANI for part of the billing and routing equation.
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`Call tracking: ANI, along with Dialed Number including
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`date and time, may be used as an approximation to track
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`calls. However,
`if two callers dial from a PBX with a
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`common billing ANI at the same time to the same multi-line
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`location and both callers hang up at the same time, 2 call
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`records will be created that look the same (even though there
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`were 2 calls). Caller ANI, even with Dialed Number, date,
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`time, and duration, do not provide exclusive call tracking,
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`nor specific information about who was calling.
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`Presentation of network data and/or switch data: most
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`advanced PBX’s, ACDs (Automated Call Distributors), net-
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`work transferring features (such as AT&T’s Transfer Con-
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`nect), PBX call transferring, and other forms of call switch-
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`ing and call transferring—preserve and transfer the caller’s
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`ANI (if possible) in the transfer of a call. This is done to
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`preserve this piece of network provided data to the next call
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`location, in an attempt to better serve the caller, and to help
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`identify the caller for billing purposes. ANI preservation and
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`passing has been a feature of Computer-Technology Inte-
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`gration to manage calls.
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`Caller ID (ANI): one of the most widespread and well-
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`known uses of the caller’s ANI is Caller ID (Caller Identi-
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`fication). The concept of Caller ID is to pass on to the
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`recipient of the call the ANI of the caller before the call is
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`answered. ANI has been a key component of ISDN (Inte-
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`grated Services Digital Network) defined by the CCITT in
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`the 1970’s. The caller’s ANI has traveled the phone network
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`since the 1970’s, if not earlier, in the form of two products:
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`1) 1-800 Access Type Service; and
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`2) Integrated Services Digital Network (ISDN Service).
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`Many companies, businesses, and individuals use ISDN,
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`digital access, and/or Caller ID to get certain data elements
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`of the call—one of which is caller ANI. Despite the benefits
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`of ANI, caller ANI does not define the actual calling person.
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`It does not indicate why the caller is calling.
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`The ANI of the caller is preserved and passed on as the
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`call passes through the Public Telephone Network (and
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`usually the Private Telephone Network, if possible). For
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`example, the caller ANI may traverse through the LEC, IXC,
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`CAP (Competitive Access Provider), PBX, ACD, Agent and
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`so forth, so the final recipient receives the caller’s ANI (i.e.,
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`caller ID).
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`Dialed Number: Dialed Number is the number that the
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`caller dialed. Dialed Number, like ANI, must comply with
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`the North America Numbering Plan (NANP) and the CCITT
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`International Standards if the call is to originate and use the
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`public switched telephone network of the U.S.A., Canada,
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`North American (NANP) and international locations.
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`3
`for both the call originating billing number and/or the line
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`number for the originating end of a call. For a location that
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`has only one telephone line and one number (such as a
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`residence with only one line), ANI usually refers to both the
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`calling line and the billing number.
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`For a multi-line location (such as a business or residence
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`with 2 or more lines), a PBX (Private Branch Exchange, a
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`location’s switch), or Centrex (where the local telephone
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`company’s switch or a separate switch acts as a PBX), the
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`billing number or the lead number may be presented by the
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`public telephone network as the ANI for the actual line used
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`to place the call. For example, for a multi-line location such
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`as a business, the public telephone network may present all
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`the out-bound calls with the same ANI as the billing ANI
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`even though multiple lines are in use, each with their own
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`assigned line ANI and most of which are different than the
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`billing ANI. The billing ANI is usually a good geographic
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`representation of the non-mobile caller and usually repre-
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`sents the responsible (billing) party for the call (or one of
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`them). However, in some cases, the billing ANI may not
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`represent the actual ANI (or line number) of the call. In other
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`cases, the billing ANI may not be presented and the line
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`number ANI is presented instead. In any case, the line ANI
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`or billing ANI do not define 100% of the time who is calling
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`or why they are calling.
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`ANI is not always a good geographic representation: for
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`example, when a call is routed through a private network
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`before it reaches the “Public Telephone Network”, the ANI
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`may have no relationship with the physical
`location or
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`approximate identity of the caller. If the caller at one
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`location calls through a tie line or on a “Private Network” to
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`another location and then access the Public Network from
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`the second location, the call will probably be identified by an
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`ANI based on the point at which the call entered the Public
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`Telephone Network of the second location. For example, if
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`a caller in Columbus, Ohio accesses a switch in New York
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`City through a private network and then accesses dial tone
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`to reach the Public Telephone Network through the New
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`York City switch, the ANI for the call will most likely be a
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`New York City ANI and the bill will be based on the New
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`York City ANI (distance, identification, location, bill to, etc.)
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`Billing based on ANI: the caller’s ANI (billing number
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`and/or line number) is directly used for billing of calls dialed
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`to:
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`900 access code type calls (e.g., 1-900-WEATHER);
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`500 access code type calls (e.g., 1-500 personal commu-
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`nications which currently can be billed to the caller);
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`10XXX access code type calls (e.g., 10288 where the
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`caller dials an access code to reach a carrier and then
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`dials a number);
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`1+long distance number type calls per the caller’s pre-
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`scribed carrier; and
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`411, 1-555-1212 and many other access codes, methods
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`and applications.
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`The caller’s ANI is indirectly (and sometimes directly)
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`used as part of the billing equation for calls where the Dialed
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`Number pays for the call:
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`collect calls;
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`1-500 (depending on features);
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`1-700 (depending on features);
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`1-800 (e.g., 1-800-SCHERER); and
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`other access methods, codes and applications where the
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`ANI is used, but the caller is not billed for the call
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`(1-800-COLLECT, 1-800-CALL ATT, etc.).
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`PAGE 13
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