US007764777B2
`
`(12) Ulllted States Patent
`Wood et al.
`
`(10) Patent N0.:
`(45) Date of Patent:
`
`US 7,764,777 B2
`Jul. 27, 2010
`
`(54) BRANCH CALLING AND CALLER ID BASED
`CALL ROUTING TELEPHONE FEATURES
`
`FOREIGN PATENT DOCUMENTS
`
`DE
`
`19813179
`
`9/1999
`
`(75) Inventors: Samuel E. Wood, Los Altos Hills, CA
`(US); Jerry A. Klein, Los Altos, CA
`(US); Margaret Susan Asprey, Los
`Altos’ CA (Us)
`
`(Continued)
`
`OTHER PUBLICATIONS
`
`(73) Assigneez Telemaze LLC’ LOS Altos’ C A (Us)
`
`llAglgg‘Telecommumcatlons; SS7 New Net SS7 Tutorial; © Copyright
`
`( * ) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U S C 1546)) by 0 days
`'
`i
`i
`i
`(21) Appl.No.: 11/948,965
`
`(Continued)
`_
`_
`_
`_
`Primary ExammeriCreighton Sm1th
`(74) Attorney, Agent, or FirmiBerry & Associates PC.
`
`(57)
`
`ABSTRACT
`
`(22) Filed:
`
`Nov. 30, 2007
`_
`__
`Pnor Pubhcatlon Data
`US Zoos/0075262 A1
`Mar' 27, 2008
`
`(65)
`
`_
`
`(60)
`
`_
`
`_
`
`Related US, Application Data
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`References Cited
`
`(2;) {II-8111C:
`(
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`1e
`0
`
`(56)
`
`U.S. PATENT DOCUMENTS
`4 100 377 A
`7/1978 Flanagan
`
`AllIDb dll 'gf
`~d 'bdf blkd
`ase ca routin eature 1s escr1 e or oc e
`ca er
`and non-blocked caller ID’ s. A processing system in the pub
`lic sWitched telephone netWork (PSTN) receives ?rst identi
`fying information for identify the source of a telephone call
`and associates additional information stored in a memory
`With the ?rst identifying information. The additional infor
`mation may be information about the calling party initially
`doWnloaded to the memory by a subscriber. Once retrieved
`from the memory by the processing system, the additional
`information may then be transmitted to the subscriber via the
`Internet for display on a monitor or to the subscriber’s tele
`phone for display on a telephone display. Another feature
`described is a branch calling feature Where the subscriber
`may program a processing System Within the PSTN to for_
`Ward an incoming call to tWo or more end units (e.g., tele
`phones) simultaneously. If the call at an end unit is ansWered,
`ansWer supervision signaling is transmitted back to the pro
`cessing'system Which then terminates all other calls. The
`processing system then connects the calling party to the sub
`scriber. The branch calling may be made for any combination
`of local, long distance, and cellular telephone numbers.
`
`(Continued)
`
`46 Claims, 11 Drawing Sheets
`
`16 w PSTN
`
`/ TANDEM SWITCH \
`
`N17
`
`CO
`
`TANDEM
`‘10% ACCESS
`CONTROLLER
`
`18¢
`
`C0
`
`Secure
`Protocol
`
`Cisco Systems, Inc., EX 1154 Page 1
`
`

`

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`US 7,764,777 B2
`Page 2
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`Cisco Systems, Inc., EX 1154 Page 2
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`

`

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`Cisco Systems, Inc., EX 1154 Page 3
`
`

`

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`FOREIGN PATENT DOCUMENTS
`
`EP
`EP
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`EP
`EP
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`EP
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`W0
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`W0
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`W0
`W0
`WO
`W0
`
`1/1994
`0578374
`4/1996
`07047 88
`13/1333
`00778398233
`9/1997
`0 794 650
`9/1997
`0 797 373
`2/ 1998
`0 824 298
`3/1998
`0 829 995
`5/1998
`0 841 831
`6/1998
`0 847 176
`7/l998
`0 851653
`7/l998
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`8/l998
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`9/1998
`0 866 596
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`0 872 99g
`10/199g
`0869638
`10/1998
`0918423
`12/1998
`0881848
`2/1999
`0898431
`1/1998
`2 315 190
`V1998
`10-23067
`2/1998
`10-5l453
`6/1998
`10464135
`6/1998
`10464257
`3/1994
`WO94/05111
`12/1995
`WO95/34985
`3/1996
`WO 96/08935
`5/ 1996
`W0 96/ 15598
`4/1997
`WO 97/14234 A2
`4/ 1997
`W0 97/ 14238
`5/1997
`WO 97/16007
`6/1997
`WO 97/22216
`6/ 1997
`WO 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
`WO 97/33412
`9/ 1997
`WO97/33421
`WO 97/38511 A2 10/1997
`
`W0
`W0
`W0
`W0
`W0
`W0
`W0
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`W0
`
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`W0
`W0
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`W0
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`
`10/1997
`WO 97/38551
`10/1997
`WO 97/39560
`11/1997
`wO97/44943
`WO 97/46073 A2 12/1997
`WO 97/47118
`12/1997
`W0 9'7/50217
`12/1997
`WO 97/50271
`12/1997
`WOW/5°27? A2 12/1997
`ggggggggg
`5133;
`WO 98/04989
`2/l998
`
`WO98/10538
`WO 98/11704
`WO 98/12860
`WO 98/13974
`WO98/ 16051
`WO 98/18238
`WO 98/18289
`WO 98/19425
`WO 98/19445
`W0 gig/20701
`WO9g/21911
`WO 98/23067
`WO 98/23080
`
`“gs/28885
`WO 98/30007
`WO 98/30008
`WO98/30008
`WO 98/34391
`WO 98/34399
`W0 98/36543
`W0 98/37665
`WO98/37665
`W0 98/37688 A2
`W0 98/39897
`W0 98/42104
`WO 98/42107
`WO 98/42146
`
`“998
`“998
`3/1998
`4/1998
`4/1998
`4/1998
`4/1998
`5/1998
`5/1998
`5/199g
`5/199g
`5/1998
`5/1998
`
`“998
`7/1998
`7/1998
`7/1998
`8/1998
`8/1998
`8/1998
`8/1998
`8/1998
`8/1998
`9/1998
`9/1998
`9/1998
`9/1998
`
`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
`WO0l/24500
`4/2001
`WO0l/24501
`4/2001
`WO0l/24502
`4/2001
`WO0l/24503
`4/2001
`0184859 A2 110001
`
`OTHER PUBLICATIONS
`
`Mary Carmichael, “Calls That Follow you Anywhere,” Newsweek,
`Apr. 28, 2003, p. 43.
`RFC 3298 Service in the PSTN, Aug. 2002.
`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.
`
`Cisco Systems, Inc., EX 1154 Page 4
`
`

`

`US 7,764,777 B2
`Page 5
`
`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.
`
`BroadSoft unveils advanced architecture for the rapid and cost effec
`tive delivery of enhanced communications services, Website, Aug.
`25, 1999, Press releases, 3 pages.
`U.S. Appl. No. 09/406,322, Schuster et al., ?led Sep. 27, 1999.
`Us‘ Appl‘ NO‘ 09/515,798, Schuster et a1‘, ?led Feb‘ 29, 2000‘
`
`* Cited by examiner
`
`Cisco Systems, Inc., EX 1154 Page 5
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 1 of 11
`
`US 7,764,777 B2
`
`<_:
` FIG.1
`
`I O t iU
`
`) 2L
`
`UDZ ,
`
` Interface
` Secure
`Protocol
`
`TANDEMACCESSCONTROLLER
`
`Cisco Systems, Inc., EX 1154 Page 6
`
`Cisco Systems, Inc., EX 1154 Page 6
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 2 0f 11
`
`US 7,764,777 B2
`
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`Cisco Systems, Inc., EX 1154 Page 7
`
`

`

`U.S. Patent
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`Cisco Systems, Inc., EX 1154 Page 8
`
`Cisco Systems, Inc., EX 1154 Page 8
`
`
`
`

`

`U.S. Patent
`
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`Cisco Systems, Inc., EX 1154 Page 9
`
`Cisco Systems, Inc., EX 1154 Page 9
`
`
`
`
`
`

`

`U.S. Patent
`
`Jul. 27, 2010
`
`Sheet 5 of 11
`
`US 7,764,777 B2
`
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`Cisco Systems, Inc., EX 1154 Page 10
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`Cisco Systems, Inc., EX 1154 Page 10
`
`
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`
`
`
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 6 0f 11
`
`US 7,764,777 B2
`
`inbound Call (to Subscriber)
`
`@ Receive incoming Call
`
`Request (SS7) from
`PSTN Tandem Office.
`l
`Format Message: Incoming Call
`Request (including called PPN,
`caller ID, channel #, etc.)
`|
`Look up Calling and Called
`Parties in Database.
`
`"'° w
`
`Yes
`Look up Subscriber specified parameters
`in database. Determine if additional
`information is required from caller.
`
`_
`information
`Required?
`
`Determine outbound calling number: Look
`up Subscriber Conditional Call Forward
`information (e.g. time-of-day, day-of-week,
`caller ID, caller password, etc).
`i
`Send Call Request (887)
`to PSTN Tandem.
`
`lVR Subsystem
`obtains information
`(e.g. collect password
`from caller, etc).
`
`Yes @
`Yes @
`
`No
`
`No
`Connect this outbound call
`to original inbound call.
`
`FIG. 5
`
`Cisco Systems, Inc., EX 1154 Page 11
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 7 0f 11
`
`US 7,764,777 B2
`
`Outbound Call (from Subscriber)
`
`Start.
`
`via web
`Subscriber enters or clicks on
`Outbound Called Number at UlS
`and indicates which Subscriber
`number call is to be placed from
`(e.g. cell or home number)
`I
`UlS Formats and Sends a
`CallAndConnect Message to TAC.
`
`via phone
`User goes
`oft "hook"
`on phone
`
`CO processes
`dialing and
`look up
`
`Send messages to
`UlS- Subscriber
`Phone Not
`Answering
`
`TAC places call ‘
`to Subscriber. “ Store
`#
`
`Yes
`
`No
`PSTN places call
`in conventionai
`manner
`
`TAC places call to
`outbound number and
`connects the two.
`I
`
`FIG. 6
`
`Cisco Systems, Inc., EX 1154 Page 12
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 8 0f 11
`
`US 7,764,777 B2
`
`Smw /
`
`00
`
`OS.
`
`OE.
`
`Cisco Systems, Inc., EX 1154 Page 13
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 9 0f 11
`
`US 7,764,777 B2
`
`00
`
`DE.
`
`mm
`
`mm @- 19
`
`0
`I
`0
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`O
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`
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`
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`
`Cisco Systems, Inc., EX 1154 Page 14
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 10 0f 11
`
`US 7,764,777 B2
`
`INCOMING
`CALL
`
`52
`
`74
`/
`OBTAIN CID
`FROM CALLER
`
`CID
`BLOCKED
`?
`
`YES
`
`PROMPT CALLER
`TO UNLOCK
`
`NO
`
`72
`
`CID
`BLOCKED
`?
`
`SUBSCRIBER
`ACCEPTING
`BL KED R
`USBIENOWRI
`CALLS
`
`YES
`
`/
`BLOCK CALL OR
`SEND TO VOICEIVIAIL
`
`FIG. 9
`
`LOOK UP
`CID TAG
`
`V
`DISPLAY TAG
`INFORMATION
`ON WEB PAGE
`V:
`DISPLAY NAME
`AND NUMBER
`ON WEB PAGE
`
`/58
`
`/60
`
`II
`TRANSLATE NUMBER /62
`
`‘
`
`V‘
`
`RING PHONE
`
`/64
`
`V
`
`SEND CID TO
`SUBSCRIBER
`
`[66
`
`Cisco Systems, Inc., EX 1154 Page 15
`
`

`

`US. Patent
`
`Jul. 27, 2010
`
`Sheet 11 0f 11
`
`US 7,764,777 B2
`
`INCOMING CALL
`
`8°
`
`8%
`LOOK UP DNIS AND CID ROUTING INSTRUCTIONS
`
`a7
`/
`BCLSLCLK
`
`OK TO CONNECT
`'YES
`851
`PROv|DE RING BACK TONE TO CALLER
`1
`1
`93W PLACE CALL TO
`2nd LOCAT|ON
`
`1
`PLACE CALL TO / 90
`181 LOCATION
`
`1
`RING PHONE
`
`/92
`
`NO
`
`104
`
`OTHER
`CALLS
`ANsWERED
`?
`
`ABANDON
`CALL
`
`96
`
`CALL
`ANSWERED
`'2
`
`YES 98
`,
`RETURN ANsWER
`SUPERVISION
`100
`/
`
`7
`ABONDON
`OTHER CALLS
`
`102
`/
`7
`ESTABLISH VOICE
`CONNECT|ON
`
`NO
`
`111
`
`OTHER
`CALLS
`ANSWERED
`?
`
`1J2
`
`ABANDON
`CALL
`
`1
`RING PHONE
`
`10s
`
`CALL
`ANSWERED
`?
`
`YES 109
`,
`RETURN ANsWER
`SUPERVISION
`110
`/
`
`Y
`ABONDON
`OTHER CALLs
`
`113
`/
`7
`ESTABLISH VOICE
`CONNECT|ON
`
`FIG. 10
`
`Cisco Systems, Inc., EX 1154 Page 16
`
`

`

`US 7,764,777 B2
`
`1
`BRANCH CALLING AND CALLER ID BASED
`CALL ROUTING TELEPHONE FEATURES
`
`CROSS REFERENCE TO RELATED
`APPLICATIONS
`
`This application is a division 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, ?led May 4, 2000, entitled “Telephone Call Control
`System for the Public Switched Telephone Networ ,” now
`US. Pat. No. 6,574,328, both incorporated herein by refer
`ence.
`
`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.
`
`20
`
`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 signalling 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.
`In the edge devices residing in the PSTN central of?ces, the
`1st party (the calling party) has numerous features available
`
`25
`
`30
`
`35
`
`40
`
`45
`
`50
`
`55
`
`60
`
`65
`
`2
`(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
`portability 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. Two such fea
`tures are caller ID (CID) based call routing and branch call
`ing. The system allows the subscriber to set up a feature where
`the CID signal is detected within the PSTN and automatically
`associated with stored information relating to the caller. The
`stored information may have been previously entered into a
`memory within the PSTN by the subscriber via the world
`wide web. The CID signal may be also used to route the call
`to one of more forwarding numbers or to take any other
`action, such as blocking the call. This feature also allows the
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`Cisco Systems, Inc., EX 1154 Page 17
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`US 7,764,777 B2
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`3
`subscriber to use the CID signal to display certain informa
`tion even though the caller may have her CID blocked.
`Another feature described herein is referred to as branch
`calling, which allows a call to be forwarded to multiple tele
`phones simultaneously, where the ?rst telephone answered
`terminates the calling of the other telephones (or any other
`end units).
`The preferred system described herein adds direct control
`of third party call control features, but does not suffer from
`any of the disadvantages listed above, and allows the sub
`scriber to manage his/her telephone system in a dynamic and
`exceptionally useful manner that is not currently available
`through the existing PSTN. The system allows enhanced
`direct third-party call control features, such as selective call
`routing and remote dialing, to be added to the PSTN (Public
`Switched Telephone Network) using local call control and
`providing dynamic provisioning of the system by the sub
`scriber. Direct 3rd-party control means that the ability to
`provision the 3rd-party features is directly available to a sub
`scriber, eliminating the need to go through the telephone
`company (telco) business of?ce.
`In one embodiment, the system includes a processor (re
`ferred to herein as a tandem access controller) connected to
`the PSTN which would allow anyone to directly provision,
`that is to say set-up and make immediate changes to, the
`con?guration of his or her phone line. In another embodi
`ment, a tandem access controller (TAC) subsystem is con
`nected internally to the PSTN in a local service