US007324635B2
`
`(12)
`
`United States Patent
`Wood et a].
`
`(10) Patent N0.:
`(45) Date of Patent:
`
`US 7,324,635 B2
`Jan. 29, 2008
`
`(54) BRANCH CALLING AND CALLER ID
`BASED CALL ROUTING TELEPHONE
`FEATURES
`
`(75) Inventors: Samuel E. Wood, Los Altos, CA (US);
`Jerry A. Klein, Los Altos, CA (U S);
`24121.55; t Susan Asprey’ LOS Altos’
`
`FOREIGN PATENT DOCUMENTS
`
`EP
`
`0 738 093
`
`10/1996
`
`d
`C t'
`( on mue )
`OTHER PUBLICATIONS
`ADC Telecommunications; SS7 New Net SS7 Tutorial; © Copy
`right 1999.
`
`(73) Assignee: Telemaze LLC, Los Altos, CA (US)
`
`(Continued)
`
`( * ) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 722 days.
`
`P 1’ imary Examiner4creigh1on Smith
`(74) A110" "6)’, Agent) 0" Flrmipatem Law Group LLP;
`Brian D- OgOnOWSky
`
`(21) Appl. N0.: 10/426,279
`
`22
`
`Filed:
`
`A r. 30, 2003
`P
`
`(65)
`
`Prior Publication Data
`Us 2003/0194078 A1
`Oct‘ 1 6’ 2003
`
`Related US Application Data
`_
`_
`_
`_
`_
`(63) COmmuanOn-ln-pan of aPPhCaUOn NO- 09/ 565,565,
`?led on May 4, 2000, HOW Pat- N0~ 6,574,328
`
`(51) Int- Cl-
`H04M 1/56
`
`(2006-01)
`
`US. Cl- ........................... ..
`(58) Field of Classi?cation Search ............. .. 379/882,
`379/8826, 127.01, 142.02, 142.03, 142.06,
`379/201.11, 207.15, 210.02, 210.03, 211.02
`See application ?le for complete search history.
`
`66>
`
`U_S_ PATENT DOCUMENTS
`
`4,100,377 A
`
`7/1978 Flanagan
`
`(Continued)
`
`(57)
`
`ABSTRACT
`
`A caller ID based call routing feature is described for
`blocked and non-blocked caller ID’s. A processing system in
`the public switched telephone network (PSTN) receives ?rst
`identifying information for identify the source of a telephone
`call and assoclates add1t1onal 1nformat1on stored in a
`memory with the ?rst identifying information. The addi
`t1onal 1nformat1on may be 1nformat1on 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 telephone for display on a telephone display.
`Another feature described is a branch calling feature where
`the Subscriber may program a processing System
`the
`PSTN to forward an incoming call to two or more end units
`(e.g., telephones) simultaneously. If the call at an end unit is
`answered, answer supervision signaling is transmitted back
`to the processing system which then terminates all other
`$513233;ssszzifa?srigiirtza51m:instant)
`combination of local, long distance, and cellular telephone
`numbers.
`
`31 Claims, 11 Drawing Sheets
`
`16 v1
`
`PSTN
`TANDEM SWITCH
`/
`TANDEM
`ACCESS
`CONTROLLER
`
`CO
`
`18w
`
`CO
`
`Interface m‘
`
`User
`
`2.
`
`1E
`
`Cisco Systems, Inc., EX 1160 Page 1
`
`

`

`US 7,324,635 B2
`Page 2
`
`U.S. PATENT DOCUMENTS
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`Cisco Systems, Inc., EX 1160 Page 2
`
`

`

`US 7,324,635 B2
`Page 3
`
`Chan et al.
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`
`Cisco Systems, Inc., EX 1160 Page 3
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheetl,of11
`
`US 7,324,635 B2
`
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`Cisco Systems, Inc., EX 1160 Page 4
`
`Cisco Systems, Inc., EX 1160 Page 4
`
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 2 0f 11
`
`US 7,324,635 B2
`
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`Cisco Systems, Inc., EX 1160 Page 5
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 3 of 11
`
`US 7,324,635 B2
`
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`Cisco Systems, Inc., EX 1160 Page 6
`
`Cisco Systems, Inc., EX 1160 Page 6
`
`
`
`
`
`
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 4 of 11
`
`US 7,324,635 B2
`
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`Cisco Systems, Inc., EX 1160 Page 7
`
`Cisco Systems, Inc., EX 1160 Page 7
`
`
`
`
`
`
`
`
`
`
`
`

`

`U.S. Patent
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`Cisco Systems, Inc., EX 1160 Page 8
`
`Cisco Systems, Inc., EX 1160 Page 8
`
`
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 6 0f 11
`
`US 7,324,635 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.)
`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.
`
`Yes
`
`_
`information
`Required?
`{
`~No
`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 (SS7)
`to PSTN Tandem.
`
`lVR Subsystem
`obtains information
`(e.g. collect password
`from caller, etc).
`
`No
`
`No
`Connect this outbound call
`to original inbound call.
`
`FIG. 5
`
`Cisco Systems, Inc., EX 1160 Page 9
`
`

`

`U.S. Patent
`
`Jan. 29,2008
`
`Sheet 7 0f 11
`
`US 7,324,635 B2
`
`Outbound Call (from Subscriber)
`
`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
`off "hook"
`on phone
`
`CO processes
`dialing and
`look up
`
`TAC places call 4
`to Subscriber. ‘
`
`Store
`#
`
`Yes
`
`Send messages to
`UIS- Subscriber
`Phone Not
`Answering
`
`TAC places call to
`outbound number and
`connects the two.
`
`FIG. 6
`
`No
`PSTN places call
`in conventional
`manner
`
`Cisco Systems, Inc., EX 1160 Page 10
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 8 0f 11
`
`US 7,324,635 B2
`
`00
`
`OQ
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`
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`/
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`@ @ Cg”; mm E
`MW NP
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`mm
`
`8.: 2@
`
`Cisco Systems, Inc., EX 1160 Page 11
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 9 0f 11
`
`US 7,324,635 B2
`
`00
`
`smw
`
`ow
`
`OE.
`so?
`
`2.5m
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`91MB
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`
`Cisco Systems, Inc., EX 1160 Page 12
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 10 0f 11
`
`US 7,324,635 B2
`
`INCOMING
`CALL
`
`52
`
`NEW
`CALLER
`?
`
`LOOK UP
`CID TAG
`
`r
`DISPLAY TAG
`INFORMATION
`ON WEB PAGE
`
`I
`DISPLAY NAME
`AND NUMBER
`ON WEB PAGE
`
`I
`
`/58
`
`/60
`
`TRANSLATE NUMBER /62
`
`I
`
`RING PHONE
`
`/64
`
`I
`
`SEND CID TO
`SUBSCRIBER
`
`/66
`
`74
`/
`OBTAIN CID
`FROM CALLER
`
`CID
`BLOCKED
`?
`
`YES
`
`PROMPT CALLER
`TO UNLOCK
`
`72
`
`CID
`BLOCKED
`?
`
`SUBSCRIBER
`ACCEPTING
`BLOCKED OR
`UNKNOWN
`CALLS
`
`YES
`
`78
`/
`I
`BLOCK CALL OR
`SEND TO VOICEMAIL
`
`FIG. 9
`
`Cisco Systems, Inc., EX 1160 Page 13
`
`

`

`U.S. Patent
`
`Jan. 29, 2008
`
`Sheet 11 0f 11
`
`US 7,324,635 B2
`
`INCOMING CALL
`
`8°
`
`8%
`
`LOOK UP DNIS AND CID ROUTING INSTRUCTIONS
`
`s7
`/
`BLOCK
`CALL
`
`OK TO CONNECT
`VYES
`8&5
`PROv|OE R|NC BACK TONE TO CALLER
`I
`
`PLACE CALL TO / 90
`1st LOCATION
`
`93 \ PLACE CALL TO
`2nd LOCAT|ON
`
`I
`RING PHONE
`
`/92
`
`NO
`
`104
`
`OTHER
`CALLS
`ANSWERED
`'-’
`
`ABANDON
`CALL
`
`CALL
`ANSWERED
`?
`
`YES 98
`,
`RETuRN ANsWER
`suPERv|s|oN
`100
`/
`
`I
`ABONDON
`OTHER CALLS
`
`102
`/
`I
`ESTABLISH vO|CE
`CONNECTION
`
`NO
`
`111
`
`OTHER
`CALLs
`ANSWERED
`'-’
`
`1J2
`
`ABANDON
`CALL
`
`I
`RING PHONE
`
`108
`
`CALL
`ANSWERED
`?
`
`YES 109
`,
`RETURN ANsWER
`suPERv|s|ON
`110
`/
`
`I
`ABONDON
`OTHER CALLs
`
`11s
`/
`I
`ESTABLISH vO|CE
`CONNECTION
`
`FIG. 10
`
`Cisco Systems, Inc., EX 1160 Page 14
`
`

`

`US 7,324,635 B2
`
`1
`BRANCH CALLING AND CALLER ID
`BASED CALL ROUTING TELEPHONE
`FEATURES
`
`CROSS REFERENCE TO RELATED
`APPLICATIONS
`
`This application is a continuation-in-part of US. appli
`cation Ser. No. 09/565,565, ?led May 4, 2000 now US. Pat.
`No. 6,574,328, entitled “Telephone Call Control System for
`the Public Switched Telephone Networ .”
`
`FIELD OF THE INVENTION
`
`This invention relates to telephone services and, in par
`ticular, to a system for allowing a subscriber to select
`features of the subscriber’s telephone service and to various
`novel features that can be selected.
`
`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 com
`panies 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 pro
`vide local control, 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 o?ice (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 con
`nection. In addition, signalling limitations prevent full con
`trol, by the subscriber 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 (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
`
`20
`
`25
`
`30
`
`35
`
`40
`
`45
`
`50
`
`55
`
`60
`
`65
`
`2
`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, mean
`ing addition, modi?cation, or control of telephone features,
`required a subscriber to make the feature selection through
`the telephone business of?ce. Central of?ce workers would
`then implement the provisioning under request of the busi
`ness of?ce.
`Call Forwarding is one popular provision. There is sig
`ni?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
`services 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
`terminating 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
`calling. 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
`
`Cisco Systems, Inc., EX 1160 Page 15
`
`

`

`US 7,324,635 B2
`
`3
`also allows the subscriber to use the CID signal to display
`certain information 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
`telephones 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
`subscriber, eliminating the need to go through the telephone
`company (telco) business o?ice.
`In one embodiment, the system includes a processor
`(referred to herein as a tandem access controller) connected
`to the PSTN which would allow anyone to directly provi
`sion, that is to say set-up and make immediate changes to,
`the con?guration of his or her phone line. In another
`embodiment, a tandem access controller (TAC) subsystem is
`connected internally to the PSTN in a local service area. The
`TAC provides features, selected by the subscriber, to all edge
`switches connected to the PSTN tandem switch. Connecting
`directly to the PSTN tandem switch (or embedding the
`system into the tandem switch) eliminates the signal deg
`radation problems previously described.
`In one embodiment, the system allows provisioning of
`features via the internet under direct control of the sub
`scriber. Recently, several products have been introduced that
`provide a means of controlling features via the public
`internet. However, all these devices fall short in that they
`require the subscriber to obtain an “800” number or some
`other number that requires the subscriber to pay a toll charge
`each time a call is made. The system connects locally, so no
`toll charges are incurred.
`The o?fered features are implemented by software pro
`grams run by the processing system.
`The web-enhanced services in one embodiment of the
`invention coexist with and overlay the local phone service at
`the local level, thereby providing good economics and user
`interaction, single number access to multiple subscriber
`devices, connectivity without transmission impairments and
`true, direct 3rd-party call control.
`The present system relies upon use of local telephone
`facilities thereby eliminating all the extra charges associated
`with making toll calls. It also allows the user to take
`advantage of number portability and keep his/her existing
`public phone number.
`
`20
`
`25
`
`30
`
`35
`
`40
`
`45
`
`50
`
`55
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`
`FIG. 1 illustrates the tandem access controller (TAC) in
`one embodiment of the present invention connected to the
`existing PSTN tandem switch, the TAC providing features
`for the subscriber’s telephone as requested by the subscriber
`via the web.
`FIG. 2 illustrates a system similar to FIG. 1 but showing
`multiple tandem switches and TACs and also showing how
`the subscriber may, in additional to using the standard
`
`60
`
`65
`
`4
`telephone, make phone calls using Voice Over IP via a
`conventional digital telephone.
`FIG. 3 is a ?owchart of one method that a person may use
`to set up a subscriber account and to designate features the
`subscriber would like for his/her telephone.
`FIG. 4 is a ?owchart of a method that can be performed
`by the TAC in response to the subscriber (or other service)
`controlling the TAC, using the web (or other packet-based
`system), to change the subscriber’s telephone provisioning
`or perform another function, such as make a VoIP call.
`FIG. 5 is a ?owchart of a method that can be performed
`by the TAC in response to an inbound call to the subscriber.
`FIG. 6 is a ?owchart of a method performed by the
`subscriber and the TAC when the subscriber desires to make
`an outbound call via the web or using a conventional
`telephone.
`FIG. 7 illustrates a system, using the TAC, that allows
`wireless cell phones to obtain the same provisioning options
`as the conventional telephones.
`FIG. 8 illustrates a system, using the TAC, that allows fax
`and modem calls to bene?t from the provisioning offered by
`the TAC.
`FIG. 9 is a ?owchart of possible scenarios using the caller
`ID based feature.
`FIG. 10 is a ?owchart of possible scenarios using the
`branch calling feature.
`
`DETAILED DESCRIPTION OF THE
`EMBODIMENTS
`
`FIG. 1 shows a tandem access controller (TAC) 10 that
`allows an authoriZed subscriber 12 to establish 3rd-party
`control criteria for calls to the subscriber’s telephone 14
`(having a “public” phone number that callers dial). In one
`embodiment, the TAC 10 is a programmed processor. The
`TAC 10 may use any combination of hardware, ?rmware, or
`software and, in one embodiment, is a conventional com
`puter programmed to carry out the functions described
`herein.
`The TAC 10 is connected to or inside the conventional
`PSTN tandem switch 16 such that calls may ?ow through the
`TAC 10 in the same manner as the existing PSTN tandem
`switch, except that additional 3rd-party features are applied
`to the call. As is well known, PSTN tandem switches are
`exchanges that direct telephone calls (or other tra?ic) to
`central o?ices 17,18 or to other tandem switches. Details of
`the operation of the existing phone network may be found in
`the publication entitled “New Net SS7 Tutorial,” by ADC
`Telecommunications, copyright 1999, incorporated herein
`by reference. Additional details may be found in the numer
`ous books describing the PSTN.
`The PSTN tandem switch 16 directs a ?rst call (from the
`calling party 20 to the subscriber’s phone 14 using the
`subscriber’s public phone number) to the TAC 10, which in
`turn places a second call, subject to 3rd-party control infor
`mation, to the subscriber’s “private” phone number without
`yet terminating the ?rst call. The TAC 10 is connected
`within the subscriber’s local service area so calls from TAC
`10 to the subscriber do not incur a toll. When the subscriber
`12 terminates (or answers) the second call, the TAC 10
`terminates the ?rst call and connects it to the second call,
`thereby connecting the calling party 20 to the subscriber 12.
`Hence, the calling party essentially calls the TAC 10, using
`the subscriber’s public phone number, and the TAC 10, after
`processing the call using the selected features, calls the
`
`Cisco Systems, Inc., EX 1160 Page 16
`
`

`

`US 7,324,635 B2
`
`5
`subscriber, as appropriate, using the subscriber’s private
`phone number and connects the two calls. The process is
`transparent to the parties.
`The TAC 10 is connected inside the PSTN in the sense
`that it is not an edge device such as a PBX or central o?ice
`(CO) switch because it does not connect directly to sub
`scribers. Rather, it redir