(12) United States Patent
`Wood et al.
`
`(10) Patent No.:
`(45) Date of Patent:
`
`US 8,155,298 B2
`*Apr. 10, 2012
`
`US008155298B2
`
`(54) TANDEMACCESS CONTROLLERWITHIN
`THE PUBLIC SWITCHED TELEPHONE
`NETWORK
`
`(75) Inventors: Samuel F. Wood, Los Altos Hills, CA
`(US); Jerry A. Klein, Los Altos, CA
`(US); Margaret Susan Asprey, Los
`Altos, CA (U S)
`
`(73) Assignee: Telemaze LLC, Los Altos, CA (US)
`
`4,310,726 A
`2
`4,569,041 A
`4,608,685 A
`
`a
`
`a
`
`smu
`
`1/1982 Asmuth ........................ .. 179/18
`115M411? a1~
`2/1986 Takeuchiet a1.
`8/1986 Jain et a1.
`(Continued)
`
`DE
`
`FOREIGN PATENT DOCUMENTS
`19813179
`9/1999
`(Continued)
`
`( * ) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(1)) by 1355 days.
`This patent is subject to a terminal dis
`claimer.
`
`OTHER PUBLICATIONS
`
`RFC 3298 Service in the PSTN, Aug. 2002.
`(Continued)
`
`(21) Appl.No.: 11/428,822
`
`(22) Filed:
`
`Jul. 5, 2006
`
`(65)
`
`Prior Publication Data
`
`US 2006/0239436 A1
`
`Oct. 26, 2006
`
`Related U.S. Application Data
`
`(63) Continuation of application No. 10/426,279, ?led on
`Apr. 30, 2003, noW Pat. No. 7,324,635, Which is a
`continuation-in-part of application No. 09/565,565,
`?led on May 4, 2000, noW Pat. No. 6,574,328.
`
`(51) Int. Cl.
`(2006.01)
`H04M 3/42
`(2006.01)
`H04M 7/00
`(52) U.S. Cl. ................................. .. 379/211.01; 379/224
`(58) Field of Classi?cation Search ................ .. 379/224,
`379/221.11, 221.08, 211.01, 221
`See application ?le for complete search history.
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`4,100,377 A
`7/1978 Flanagan
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`
`Primary Examiner * Rasha Al Aubaidi
`(74) Attorney, Agent, or Firm * DLA Piper LLP (U S)
`
`(57)
`
`ABSTRACT
`
`In one embodiment, the system includes a processor, referred
`to herein as a tandem access controller (TAC), coupled to the
`PSTN, Where the TAC alloWs a subscriber to set-up and make
`changes to the con?guration of his or her phone line or other
`communications device. Such changes include selective call
`forwarding. In one embodiment, the TAC is controlled by the
`subscriber using the Web. The TAC is coupled internally to the
`PSTN in a local service area and is outside the central of?ce
`of the subscriber. A calling party makes a ?rst call to the
`subscriber using the subscriber’s public telephone number.
`The TAC receives the ?rst call prior to the call reaching the
`subscriber’s terminating central of?ce, Which in some cases
`avoids a toll. The TAC then carries out the subscriber’s
`instructions for the ?rst call, such as making one or more
`second calls using telephone numbers different from the sub
`scriber’s public telephone number. When the second call is
`ansWered, the answering phone is connected by the TAC to
`the caller.
`
`42 Claims, 11 Drawing Sheets
`
`00
`
`PSTN
`TANDEM SWITCH
`
`TANDEM
`CC S
`A ES
`CONTROLLER
`
`Secure
`
`Protocol
`
`18 w
`
`CO
`
`\
`
`JOE
`
`Ex. 1001
`YMax Corporation
`Page 1 of 23
`
`

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`
`

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`Ex. 1001
`YMax Corporation
`Page 3 of 23
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`US 8,155,298 B2
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`1/1998
`
`10-23067
`
`FOREIGN PATENT DOCUMENTS
`0578374
`V1994
`0704788
`4/1996
`0738093
`10/1996
`0 789 470
`8/l997
`0 794 650
`9/1997
`0 797 373
`9/1997
`0 824 298
`2/1998
`0 829 995
`3/1998
`0 841 831
`5/l998
`0 847 176
`6/1998
`0858202
`8/l998
`0 866 596
`9/1998
`0 872 998
`10/1998
`0869688
`10/1998
`0918423
`10/1998
`0881848
`12/1998
`20381958135
`2 / 1998
`1061453
`6/1998
`10464135
`6/1998
`10-164257
`3/1994
`WO94/05111
`15/1332
`3832/3332;
`5/1996
`W0 9615598
`4 / 1997
`W0 97/ 14234 A2
`4/1997
`WO 97/14238
`5/1997
`WO 97/16007
`6/ 1997
`WO 97/22216
`6/ 1997
`W0 97/ 23078
`7/ 1997
`W0 97/ 27692
`8/1997
`WO 97/28628
`8/1997
`WO 97/29581
`8/1997
`WO97/31492
`8/1997
`WO 97/31492
`9/1997
`W0 9763412
`9/l997
`WO97/33421
`W0 9768511 A2 l0/l997
`WO 97/38551
`10/1997
`WO 97/39560
`10/1997
`WO97/44943
`11/ 1997
`WO 97/46073 A2 12/1997
`W0 97/47118
`12/1997
`WO 97/50217
`12/1997
`WO 97/50271
`12/ 1997
`‘5%32/3852; A2 13133;
`
`WO98/04065
`
`WO 98/04989
`W098/10538
`WO 98/11704
`W0 gig/12860
`W0 98/ 13974
`WO98/16051
`WO 98/18238
`WO 98/18289
`WO 98/19425
`WO 98/19445
`WO 98/20701
`
`WO98/21911
`WO 98/23067
`
`WO 98/26543
`Ep 0 851 653
`EP 0 853 411 A2
`WO 98/28885
`
`1/1998
`
`2/l998
`3/1998
`3/1998
`3/199g
`4/ 1998
`4/1998
`4/1998
`4/1998
`5/1998
`5/1998
`5/1998
`
`5/1998
`5/1998
`
`6/1998
`7/1998
`7/1998
`7/1998
`
`W0
`WO
`W0
`W0
`W0
`W0
`W0
`WO
`W0
`W0
`W0
`W0
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`W0
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`WO
`
`-
`
`-
`
`-
`
`7/1998
`WO 98/30007
`7/1998
`WO98/30008
`7/1998
`WO 98/30008
`8/1998
`WO 98/34391
`8/1998
`WO 98/34399
`8/1998
`WO 98/36543
`8/1998
`WO 98/37665
`8/1998
`WO98/37665
`8/1998
`WO 98/37688 A2
`9/1998
`WO 98/39897
`9/1998
`WO 98/42104
`9/199g
`W0 gig/42107
`9/1998
`WO 98/42146
`WO 98/47256 A2 10/1998
`WO 98/51063
`11/1998
`WO99/12365
`3/1999
`WO99/19988
`4/1999
`WO99/20059
`4/1999
`WO99/35802
`7/1999
`WO99/45687
`9/1999
`WO01/05078
`1/2001
`WO01/24496
`4/2001
`WO01/24498
`4/2001
`WO01/24500
`4/2001
`WO01/24501
`4/2001
`WO01/24502
`4/2001
`WO01/24503
`4/2001
`WO/0184859
`11/2001
`OTHER PUBLICATIONS
`Implementing Automatic Location Update for Follow-Me database
`using VoIP and Bluetooth Technologies, IEEE Transaction on com
`puters, vol. 51, No. 10, Oct. 2002.
`New services demand integration, Electronic Engineering Times,
`Aug. 28, 2000, Iss. 1128; p. 110.
`Natural Microsystems, M2 Presswire. Coventry: Aug. 18, 2000.
`This pipe dream will come true: Voice Over Internet Protocol (VoIP)
`technology will make the phone Box something that really talks,
`Businessline, Chennai: Apr. 17, 2002.
`Using Optimization to Achieve Ef?cient Quality of Service in Voice
`over IP Networks, IEEE 2003.
`Broadsoft literature Broadworks overview, Copyright date 2002.
`BroadSoft introduces industry’s ?rst complete service delivery and
`creation product suite for enhanced telephony services Broadworks,
`ATM Newsletter: Boston: Mar. 2000, vol. 9, Iss. 3, p. 13.
`t ff
`B ds ft
`-l d
`d h-t m f th
`-d d
`Iroa o unvei s a vance arc iec re or 61-21131 an cos e ec
`tive delivery of enhanced communications services, Website, Aug.
`25, 1999, Press releases, 3 pages.
`ADC Telecommunications; SS7 New Net SS7 Tutorial; Copyright
`1999
`Mary Carmichael, “Calls That Follow you Anywhere” Newsweek,
`Apr. 28, 2003, p. 43.
`European Search Report, 3 pages, from European Application No.
`04252483.5 (EP Patent No. 1473947B1).
`US. Appl. No. 09/406,322, Schuster et al., ?led Sep. 27, 1999.
`US. Appl. No. 09/515,798, Schuster et al., ?led Feb. 29, 2000.
`Dowden, Douglas C., et al., “The Future of Network-Provided Com
`munications Services, Bell Labs Technlcal Journal, Jul.-Sep. 2000,
`PP~ 3'10
`_
`_
`_
`Foard, C.F., “Teaming Switches and Computers for Customer Appli
`cations,”AT&TTechn0l0gy, 1991; 6, 4; Research Library, pp. 32-38.
`Foster, Robin Harris, “Computer-Telephone Integration Goes Glo
`bal,”AT&TTechn0l0gy, Autumn 1995; 10, 3; Research Library , pp.
`18-22.
`KoZik, Jack, et al., “On Opening PSTN to Enhanced Voice/Data
`ServicesiThe PINT Protocol Solution,” Bell Labs Technical Jour
`nal, Jul-Sep. 2000, pp. 153-165.
`-
`‘a
`-
`,
`-
`Lui, AnthonyY., et al., The Enhanced Service Manager. A Service
`.
`,,
`Management System for Next-Generation Networks, Bell Labs
`
`.
`
`.
`
`.
`
`,,
`
`.
`
`Reis?eld, E.S., “Customers Take Control of the AT&T Network,”
`AT&T Technology, 1991; 6, 1; Research Library, pp. 44-48.
`Sijben, Paul G., et al, “Bridging the Gap to IP Telephony,” BellLabs
`Technical Journal, Oct-Dec. 1998, pp. 192-207.
`
`Ex. 1001
`YMax Corporation
`Page 4 of 23
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 1 or 11
`
`US 8,155,298 B2
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`Ex. 1001
`YMax Corporation
`Page 5 of 23
`
`

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`US. Patent
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`Apr. 10, 2012
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`Sheet 2 or 11
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`US 8,155,298 B2
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`YMax Corporation
`Page 6 of 23
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`U S Patent
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`Apr. 10, 2012
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`Sheet 3 of 11
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`EX. 100 1
`
`YMax Corporation
`
`Page 7 of 23
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`Ex. 1001
`YMax Corporation
`Page 7 of 23
`
`
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`

`
`U.S. Patent
`
`Apr. 10, 2012
`
`Sheet 4 of 11
`
`US 8,155,298 B2
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`EX. 100 1
`
`YMax Corporation
`
`Page 8 of 23
`
`Ex. 1001
`YMax Corporation
`Page 8 of 23
`
`
`
`
`
`

`
`U.S. Patent
`
`Apr. 10, 2012
`
`Sheet 5 of 11
`
`US 8,155,298 B2
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`EX. 100 1
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`YMax Corporation
`
`Page 9 of 23
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`Ex. 1001
`YMax Corporation
`Page 9 of 23
`
`
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`
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 6 0f 11
`
`US 8,155,298 B2
`
`inbound Call (to Subscriber)
`
`@ Receive incoming Call
`
`Request (SS7) from
`PSTN Tandem Office.
`
`~
`
`I
`
`Format Message: incoming Call
`Request (including called PPN,
`caller ID, channel #, etc.)
`I
`Look up Calling and Called
`Parties in Database.
`
`Valid
`Number?
`
`Refuse call.
`
`Yes
`Look up Subscriber specified parameters
`in database. Determine if additional
`information is required from caller.
`
`.
`information
`Required?
`J
`>No
`Determine outbound calling numberz‘Look
`up Subscriber Conditional Call Forward
`information (e.g. time-of-day, day-of-week,
`caller ID, caller password, etc.).
`I
`Send Call Request (SS7)
`to PSTN Tandem.
`
`lVR Subsystem
`obtains information
`(e.g. collect password
`from caller, etc).
`
`Connect this outbound call
`to original inbound call.
`
`FIG. 5
`
`Ex. 1001
`YMax Corporation
`Page 10 of 23
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 7 0f 11
`
`US 8,155,298 B2
`
`Outbound Call (from Subscriber)
`
`Start.
`
`via web
`Subscriber enters or clicks on
`Outbound Called Number at UIS
`and indicates which Subscriber
`number call is to be placed from
`(e.g. cell or home number)
`
`UIS Formats and Sends a
`CallAndConnect Message to TAC.
`
`TAC places call ‘
`to Subscriber. ‘ Stile
`
`Send messages to
`UlS- Subscriber
`Phone Not
`Answering
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`7
`TAC places call to
`outbound number and
`connects the two.
`I
`
`FIG. 6
`
`via phone
`User goes
`off "hook"
`on phone
`
`00 processes
`dialing and
`look up
`
`PSTN places call
`in conventional
`manner
`
`Ex. 1001
`YMax Corporation
`Page 11 of 23
`
`

`
`U.S. Patent
`
`Apr. 10, 2012
`
`Sheet 8 of 11
`
`US 8,155,298 B2
`
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`EX. 1001
`
`YMax Corporation
`
`Page 12 of 23
`
`TAC‘10mo
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`
`Ex. 1001
`YMax Corporation
`Page 12 of 23
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 9 0f 11
`
`US 8,155,298 B2
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`Ex. 1001
`YMax Corporation
`Page 13 of 23
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 10 0f 11
`
`US 8,155,298 B2
`
`CALLER [D (CID) FLOWCHART
`
`74
`
`Obtain C113
`From Caller
`
`,
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`CID
`Blocked?
`
`Yes
`
`No
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`Display tag infonnation
`on web page
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`60
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`Display Name and Number //
`on web page
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`Send to Voicemail
`
`Ex. 1001
`YMax Corporation
`Page 14 of 23
`
`

`
`US. Patent
`
`Apr. 10, 2012
`
`Sheet 11 0f 11
`
`US 8,155,298 B2
`
`Branch Calling Flow Chart
`
`Incoming Call
`
`h
`
`8”‘
`
`Look up DNTS and CID routing instructions.
`
`Provide Ring Back tone to caller.
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`e: 7;
`Block
`Call
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`Place Call to 1st
`Location
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`q 0
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`Supervision
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`Establish Voice
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`
`Ex. 1001
`YMax Corporation
`Page 15 of 23
`
`

`
`US 8,155,298 B2
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`1
`TANDEM ACCESS CONTROLLER WITHIN
`THE PUBLIC SWITCHED TELEPHONE
`NETWORK
`
`CROSS REFERENCE TO RELATED
`APPLICATIONS
`
`This application is a continuation of US. application Ser.
`No. 10/426,279, ?led Apr. 30, 2003, entitled “Branch Calling
`and Caller ID Based Call Routing Telephone Features,”
`which is a continuation-in-part of US. application Ser. No.
`09/565,565, now US. Pat. No. 6,574,328, ?led May 4, 2000,
`entitled “Telephone Call Control System for the Public
`Switched Telephone Network,” both documents being incor
`porated herein by reference.
`
`FIELD OF THE INVENTION
`
`This invention relates to telephone services and, in particu
`lar, to a system for allowing a subscriber to select features of
`the subscriber’s telephone service and to various novel fea
`tures that can be selected.
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`BACKGROUND
`
`People have used various means for limiting interruptions
`due to the telephone. In the past, people used switchboards
`and secretaries to screen incoming, or inbound, calls. Voice
`mail systems took over some of this role both in the home and
`in the central o?ice. Today, there are web-based companies
`managing 3rd-party call control, via the toll-switch network,
`which allow users to enter call control information through a
`web portal. There are also edge devices in each of the public
`telephone company’s central of?ces which provide local con
`trol, but offer an extremely limited number of features and do
`not provide true 3rd-party call control.
`The web-based toll systems provide good user interaction
`but they are not economical and cannot take advantage of
`local number portability because they do not provide local
`control and connectivity.
`The Public Switched Telephone Network (PSTN) consists
`of a plurality of edge switches connected to telephones on one
`side and to a network of tandem switches on the other. The
`tandem switch network allows connectivity between all of the
`edge switches, and a signaling system is used by the PSTN to
`allow calling and to transmit both calling and called party
`identity.
`Until now, optional features were provided by the local
`service telephone company (telco) through the edge switch at
`the central of?ce (CO). It was not possible to provide optional
`features through any other means. Control of these features
`was done through the ?rst party (calling party) or the second
`party (called party), or worse yet, manually by calling the
`business of?ce.
`In the past, numerous devices have been built that allow the
`connection of two lines together at an edge switch. These
`devices can be used to add features to a telephone network by
`receiving a call on one line and then dialing out on another
`line. The problem with these devices is that, because they are
`connected through an edge switch, transmission losses and
`impairments occur, degrading the overall connection. In addi
`tion, signalling limitations prevent full control, by the sub
`scriber or the system, over the call.
`A preferred embodiment of the inventive system described
`herein connects at the tandem, thereby eliminating these
`problems.
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`2
`In the edge devices residing in the PSTN central of?ces, the
`1st party (the calling party) has numerous features available
`(dialing options). The 2nd party (called party) also has
`options available such as call forwarding, but these features
`typically require access from the ?rst or second party’s device
`and are extremely awkward to program. The user interaction
`is not only awkward, it is limited and requires interaction with
`the telephone company to provision them. In other words,
`past systems for provisioning, meaning addition, modi?ca
`tion, or control of telephone features, required a subscriber to
`make the feature selection through the telephone business
`o?ice. Central of?ce workers would then implement the pro
`visioning under request of the business of?ce.
`Call Forwarding is one popular provision. There is signi
`?cation transmission degradation for Call Forwarding to take
`place. The calling party pays for a call to the edge device, and
`the edge subscriber, the called party, pays for the call to the
`forwarding number. For enhanced inbound call control to
`occur, a direct 3rd-party call control means is needed.
`A variety of services have arisen to address the problems
`mentioned above. Many of these systems allow the called
`party to make changes to his/her call forwarding attributes
`which do not allow direct 3rd-party call control. These ser
`vices provide good user interaction, some via the intemet, but
`they rely upon the toll network through the use of “800”
`numbers.
`This requires the subscriber to pay by the minute and does
`not allow the subscriber to take advantage of number port
`ability in order to obtain 3rd-party call control. There are
`other toll network mechanisms for remote call forwarding.
`For example, MCI offers a service where the customer can
`remotely change the forwarding target number for “800”
`numbers. Contacting the ultimate end-user before terminat
`ing the ?rst incoming call is similar to the manner in which
`“800” credit calls and collect calls are processed, but these are
`not done at the local subscriber level.
`In addition to these toll services, there are edge devices that
`perform some of the same services. Edge devices such as
`phones and PBXs that include voice mail, inter-active voice
`response, call forwarding, speed calling, etc., have been used
`to provide additional call control. These devices allow the
`phone user direct control over incoming and outgoing calls.
`The disadvantage of edge devices is that they add cost,
`degrade voice and transmission quality, can be dif?cult to
`program, are not easily programmed remotely, can require the
`user to pay for two lines, provide lower quality of service, and
`cannot provide the same level of functionality as a system that
`controls the PSTN directly. There are Voice Over Internet
`Protocol (VoiP) products emerging that provide better user
`interfaces and control but they do not take advantage and
`voice quality of the PSTN.
`
`SUMMARY
`
`A system for allowing a subscriber to remotely control
`features is described herein along with various telephone
`features that may be programmed into the system. A sub
`scriber may be any customer using the telephone service, in
`contrast to employees of the PSTN who may use special
`communication networks within the PSTN.
`The present invention adds direct control of third party call
`control features, but does not suffer from any of the disad
`vantages listed above, and allows the subscriber to manage
`his/her telephone system in a dynamic and exceptionall