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`
`c19) United States
`c12) Patent Application Publication
`Turner
`
`c10) Pub. No.: US 2011/0033035 Al
`Feb. 10, 2011
`(43) Pub. Date:
`
`US 20110033035Al
`
`(54) SYSTEM AND METHOD FOR INITIATING A
`℃ONFEREN℃E ℃ALL
`
`(60) Provisional application No. 60/531,722, filed on Dec.
`22, 2003.
`
`(76)
`
`Inventor:
`
`Tod C. Turner, Kenmore, WA (US)
`
`Correspondence Address:
`℃ONNOLLY BOVE LODGE & HUTZ, LLP
`POBOX2207
`WILMINGTON, DE 19899 (US)
`
`(21) Appl. No.:
`
`12/907,550
`
`(22) Filed:
`
`Oct. 19, 2010
`
`Related U.S. Application Data
`
`(63) Continuation of application No. 12/723,750，自led on
`Mar. 15, 2010, now Pat. No. 7,853,000, which is a
`continuation of application No. 11/019,655, filed on
`Dec. 22, 2004, now Pat. No. 7,804,948.
`
`Publication ℃lassification
`
`(51)
`
`Int. 。－
`(2006.01)
`H04M 3142
`(2006.01)
`H04L 12116
`(2006.01)
`H04L 12166
`(52) U.S. Cl. ..................... 379/202.01; 370/260; 370/352
`
`(57)
`
`ABSTRA℃ I
`
`The present ir町ention is a system and method for initiating
`conference calls via an instant messaging system to reduce
`the effort required to initiate and manage the call. The system
`uses an IM connection between a requesting party and a
`conference call server to inform the conference call server of
`the desire to initiate the conference call. The conference call
`server may initiate the conference call by having involved
`parties called by a conference bridge, thus reducing the effort
`required by the parties to join the call.
`
`102
`
`104
`
`106
`
`108
`
`110
`
`Provide NAO
`to Call
`Requester
`
`Call Requester
`Generates Conf.
`Call Request
`
`Transmit
`Conf. Request
`Message
`
`Conf. Request
`Mess日。自 Received
`
`Conf. Request
`Message
`Parsed
`
`／叫 12
`
`卡J
`I
`
`Initiate
`Confe「ence
`Call
`
`114
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 1 of 26
`
`

`

`Patent Application Publication
`
`Feb. 10, 2011 Sheet 1 of 18
`
`US 2011/0033035 Al
`
`才 02
`
`104
`
`106
`
`108
`
`110
`
`112
`
`114
`
`Provide
`Conference Call
`Server
`
`Provide NAD
`to Call
`Requester
`
`Call Requester
`Generates Conf.
`Call 问θquest
`
`丁ransmit
`Cont. Request
`Message
`
`Conf. Request
`Message Received
`
`Conf. Request
`Message
`Parsed
`
`Initiate
`Conference
`Call
`
`FIG. 1
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 2 of 26
`
`

`

`Patent Application Publication
`
`Feb. 10, 2011 Sheet 2 of 18
`
`US 2011/0033035 Al
`
`时etwork Portal
`在slabllshes connection
`wilh IM seJVer 协
`delermlne presence of
`po!enllal conf ere附
`揣ndees (!a「gels)
`
`Targels are in
`conlacl lls! of
`network portal user
`
`Yes
`
`在rgelis
`no!on line
`
`202
`
`Like与主肖远 are eslablished for e划
`large!
`
`Network Port旧！ es剧lis由es tex1
`message wilh 1 or m号：“！her largels
`
`Ta「gets are sent invilatlon to
`号onference call via 11时 messenger
`
`Addillonal largels are manually added
`to list
`
`2号4
`
`206
`
`List of T那ts to be placed贼11
`ares喇喇 Text Messagl碍 to
`Conference Call Crealor Software
`
`I r- 208
`
`Conf1倒在内II Crealor So如＇are
`es la梅县es Conference Bridg在
`划在 SeIVlce Provider
`
`I r-210
`
`Conference Bridge Software pla部 I
`In告创nd call lo each Ta塔吉i
`
`r-212
`
`FIG 领 2
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 3 of 26
`
`

`

`－v呈。因畔KFMWZR呈阳。因－vz
`ezn魁丘。因
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`To FIG. 38
`
`了。FIG.3B
`
`丁oFIG唰3B
`
`3A
`
`FIG.
`
`allowed
`
`conferences
`for User A -no
`Display Message
`
`Card Info.
`
`Validate Credit
`
`320
`
`314
`
`306
`
`312
`
`text chat
`
`lM Target not in
`
`UserC
`
`chat
`
`IMτarget in text
`
`白se「B
`
`joined in the conference
`
`User A selects which people to have
`
`'pr部sing'conferen臼buttonon sc陀en
`
`User A requests conference by
`
`310
`
`308
`
`software
`
`User A is using IM
`
`C「edttCard Info
`P「ompt User for
`
`Se·也1ps
`
`Saved Conference
`
`主mailContacts List
`
`Previous Conference
`
`Participants
`
`IM Contacts List
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 4 of 26
`
`

`

`－v呈。因畔KFMWZR呈阳。因－V－E －n呈阳。因 咽。e·］ZYN②］＝－
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`FIG. 38
`
`To FIG. 3C
`
`丁OFIG.3C
`
`From FIG. 3C
`
`Conference Switch
`
`created by
`
`Conte「enceBridge is
`
`conference
`
`is prompted to record
`Conference Originator
`
`332
`
`v-
`
`self direct
`
`info叼orchoose
`direct connect
`t击了9号tto validate
`IM Client prompts
`
`328
`
`330
`
`to targets B and C
`request message
`
`confer号：1ce
`
`CSX server send
`
`324
`
`d'isabled within all即ferences,chg to user se出口g
`Band C, and their栩如rencebuttons become
`臼nf1自创臼serversends m臼sageto i景Targe也
`
`confi母renee
`
`for targets in this
`profile information
`request, looks叩
`
`conference
`Server takes
`Confe「ence
`
`server
`
`requ色stto CBX
`sends conference
`User A CBX client
`
`session inforr在afon
`Trans创pt-addsto
`Receives Recording
`Confer＇创ceServer
`
`346
`
`Data
`
`Conferen臼
`
`Confe「ence
`
`幽CannotMak告
`Display Message
`
`322
`
`Card OK
`
`From FIG. 3A
`
`From FIG. 3A
`
`From FIG. 3A
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 5 of 26
`
`

`

`－v呈。因畔KFMWZR呈阳。因－V－E －n呈阳。因
`
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`recording
`
`"silent target for
`Provider adds
`Conference
`
`Y母§
`
`to bridge
`
`originator list
`conference
`tar＇吉etsin
`and other
`
`targets A,B,C
`or connects
`Proγider ring,
`Conference
`
`recording icon 站在
`changes to G陀在民
`connected, color
`to Yellow, when
`
`∞部ersationchang部
`connected, color on IM
`
`For Every target
`
`server
`
`message to Conference
`Cannot be Completed
`Return己onfe「ence
`
`340
`
`3C
`
`FIG~
`
`conference
`participants of
`re co「dsduratio门，
`Conference server
`Conference Ends,
`
`342
`
`conferen臼始在on
`
`αompleted, re-enabled
`targets that conference is
`Conference Server tells all
`
`|[
`HunucuvBUV
`
`si ’万:
`
`nFPV 白uvnH
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`览imw 阳
`惘刷刷m
`- T -i >
`扰
`meHU
`”HU 内UJvmu‘＆s‘
`C 臼 mm创
`阳郎’以 m
`m －m ∞
`
`344
`
`334
`
`From FIG. 3B
`
`336
`
`From FIG. 3B
`
`丁oFIG. 38
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 6 of 26
`
`

`

`－v旦。因畔KFMWZK旦 ZE －V－E －n呈阳。因 咽。e·］ZYN②］＝－
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`Phone
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`Conference Call Bridge Provider B
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`UserC
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`Conference Call Bridge Provi也rA
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`WORK
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`M川严』Ti
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`412
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`406
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`Shared Application Session Server
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`408
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`I Sa始fliteN删改
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`出2
`丁el叩honeNetworks
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`414
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`402
`
`Conference Re电U创tProcess号？
`
`CBX
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 7 of 26
`
`

`

`－v呈。因畔KFMWZR呈阳。因－V－E －n呈阳。因 咽。e·］ZYN②］＝－
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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 8 of 26
`
`

`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 9 of 26
`
`

`

`－v呈。EKP唱唱国内呈阳。因－
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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 10 of 26
`
`

`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 11 of 26
`
`

`

`－v呈。因畔KFMWZR呈阳。因－WEE－n呈阳。因
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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 12 of 26
`
`

`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 13 of 26
`
`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 14 of 26
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`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 15 of 26
`
`

`

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`14. For targets who wish to initiate connection from their告nd
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`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 16 of 26
`
`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 17 of 26
`
`

`

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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 18 of 26
`
`

`

`Patent Application Publication
`
`Feb. 10, 2011 Sheet 18 of 18
`
`US 2011/0033035 Al
`
`1502
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`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 19 of 26
`
`

`

`US 2011/0033035 Al
`
`Feb. 10, 2011
`
`SYSTEM AND METHOD FOR INITIATING A
`℃ONFEREN℃E ℃ALL
`
`RELATED APPLICATIONS
`
`[0001] The present application is a continuation-in-part of
`U.S. Provisional Patent Application Ser. No. 60/531,722 且led
`on Dec. 22, 2003, the entire contents of which are incorpo(cid:173)
`rated herein by reference thereto.
`
`FIELD OF THE INVENTION
`
`[0002] The present invention relates generally to a method
`for initiating a conference call between two or more users,
`and more particularly to initiating a voice conference call
`between two or more users using a central server to commu(cid:173)
`nicate par缸丑eters for the call and for initiating the call itself.
`
`BACKGROUND
`
`[0003] Business meetings where the differing perspectives
`of the participants provide the value of the meeting have been
`conduct巳d for a long time. As the costs associated with travel
`have increased, companies have turned from face to face
`meetings to meetings allowing participants to be separately
`located, including telephone conferences, video conferences,
`and more recently through on-line meetings.
`[0004] As traffic congestion grows in every part of the
`country, and software tools improve, companies worldwide
`are recognizing that it is possible to have effective meetings
`on-line. There are various forms of real-time, or on-line,
`collaboration. The simplest form is instant messaging. The
`ability of messaging software to tell another user who is
`available at a given moment is called “ presence”. Presence
`awareness has been proven to eliminate up to 35% of voice(cid:173)
`mail, and as much as 30% of email, particularly long threaded
`discussions. Because of this, instant messaging has become
`the fastest growing form of communication in history. Gart(cid:173)
`ner predicts over 200 million business users will be using
`some form of enterprise instant messaging by the end of2005,
`an increase of over 100 million users from 2003.
`Instant messaging has its roots in the consumer
`[0005]
`industry, but is virally working its way into corporations.
`Consumer messaging systems typically offer no 8巳：curity, no
`IT control over usage, and no reporting capabilities. Nor do
`consumer systems offer tracking history of conversations, a
`r巳quirement of a number of federal statutes, from the SEC to
`Sarbanes-Oxley to the new medical HIPPA requirements.
`There are no clear leaders in the corporate instant messaging
`market, although the opportunity has been r巳cently show(cid:173)
`cased by the entrance of 肌1icrosoft and IB肌1.
`[0006] Oftentimes, messaging leads to the requirement for
`one or more meetings with the participants. Historically this
`r巳quired travel, which lengthened the business processes and
`significantly increased costs. With the advent of various
`forms of desktop application sharing, it is now possible for
`multiple users to “ see” the same desktop at the same time.
`This “ real-time” collaboration market is just emerging, and is
`estimated by Collaborative Strategies to be about a $6 billion
`market, with an average annual growth rate of 64% through
`2005, and is expected to add20 million users to its ranks in the
`next several years.
`In a recent Deloitte Consulting sur飞呵。f300 of the
`[0007]
`Fortune 1000, collaboration was top priority with 75% of
`respondents. While less than 30% were using some form of
`collaborative tools today, 80% of respondents said they would
`
`implement some collaboration capability by 2005. According
`to a r巳：cent Yankee Group survey, companies will save $223B
`over next 5 years by collaborating over the Internet.
`[0008] Because of the size of this emerging opportunity,
`Microsoft r巳：cently acquired a company called Plac巳ware, for
`$180 million, to provide software for on-line meetings.
`Placeware has been ren缸丑ed and is now being offered by
`Microsoft, coupled with Windows 2003 server, as Microsoft
`Live 肌f巳：eting. 岛1icrosoft internally calculates that they will
`save over $43 million this year alone in time and travel costs
`if just 1 in 5 meetings are conducted on-line. Microsoft will
`spend over $300 million tl山 year promoting Live Meeting,
`and joins IBM with its Lotus Sametime product, Web Ex, and
`another 3 dozen smaller competitors.
`[0009] The commonality of all of the collaboration prod(cid:173)
`ucts is that once the users begin their on-line meeting, they use
`a number of tools. 岛1anyofthem r巳quire some form of appli(cid:173)
`cation sharing, and all of them require some form of accom(cid:173)
`parrying communication, from instant messaging to confer(cid:173)
`ence calls. Although instant messaging is sometimes used for
`extended conversations, most of the time the discussions are
`brief. ‘ Conversations’ between a number of participants that
`become more involved are dependent upon the typing skills of
`each participant, which leads to the need for everyone to join
`in a conference call.
`[0010] Similarly, real-time collaboration products imply
`the need for a conference call. 岛1S Live 肌1eeting, IB肌f Lotus
`Sametime, WebEx, and a host of other so武ware products all
`make an assumption that once you are sharing a document or
`spreadsheet, the users are on a conference call so they can
`discuss it. This brings real value to the meeting, yet the
`integration of the call into the collaboration process has not
`yet b巳也n addressed.
`In the past, the problem with integrating telephony
`[0011]
`products into software has centered on integration with the
`PBX. In large part this is b巳：cause the call initiator’s computer
`needed to pass the various telephony commands to the PBX,
`and no two PBX’s are alike. This requires system integrators,
`and up until now has reduced the scalability of the opportu(cid:173)
`nity.
`[0012] Furthermore, most PBX systems can only join a few
`users in a conference call. They cannot join many parties,
`leaving the originators the option of creating either a “ meet
`me’ or an operator assisted conference call. Because the users
`must typically dial a central number, such as a toll free num(cid:173)
`ber, and enter a passcode, it is difficult to make the calls
`spontaneous. Yet, the needs of both instant messaging and
`on-lin巳 meetings demand it.
`[0013] A further concern arises regarding the security of a
`conference call using the call in model. Any caller knowing
`the call in number and passcode may enter into the conference
`call, without the knowledge of the other members of the call.
`Although it is possible for the call service to monitor the
`number of connections, the call service may be unable to
`ascertain the identity of callers, such as where the calling
`number is blocked. Furthermore, even if the identity of par(cid:173)
`ticipants were disclosed to a call originator during a confer(cid:173)
`ence call, such information could be a distraction during the
`conference call.
`[0014] Conference calls today fall into 2 categories:
`1. “鸟1eet 肌1e” calls These conference calls
`[0015]
`involve all users of the call dialing, via a publicly
`switched telephone network (hereafter “ PSTN"), cellu(cid:173)
`lar telephone, or via a voice over internet protocol net-
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 20 of 26
`
`

`

`US 2011/0033035 Al
`
`Feb. 10, 2011
`
`2
`
`work, a central phone number or ANI to a conference
`bridge and entering a personal identification number
`(hereafter “ PIN”) or pass code to join the call. These
`calls may be may be set up by an originating user by
`going to a web site to set up the call, through calling an
`operator and setting the call up, or setting up a static
`DNIS to which all users may dial on occasion.
`[0016] 2. Host-initiated Calls These calls involve the
`host originating calls to all of the participants. In order to
`accomplish this, the host must initiate the call one of two
`ways:
`a) either the host enters an ANI on his telephone
`[0017]
`and through pressing a combination of buttons has that
`party joined to the call, and repeats this process for each
`conference call participant, or;
`[0018] b) the host types in the phone numbers of all the
`expected participants, either to a web site after which the
`web site will initiate a conference bridge and dial all the
`participants, or manually provides them to an operator
`who initiates the calls to the participants.
`[0019] These methods are inefficient, in that they require a
`conference call requester or party to the conference call to
`manually inform either the parties to the conference call, or
`the conference bridge itself, of parameters, passwords, and
`phone numbers for the call.
`Instant messaging (hereafter “ IM”) systems employ
`[0020]
`a client-server model on Internet protocol (hereafter “四”）
`networks to deliver text chat and other information to distrib(cid:173)
`uted users in real-time. Instant Messaging client software
`may be loaded onto a user’s workstation or may be used in a
`web browser, and may allow a user to log into a remote Instant
`Messaging server, Once a user has logged in, business rules
`may be used to determine which other users are available to
`communicate with the first user in the instant messaging
`system. Many I肌f systems allow users to create lists of other
`users that they commonly communicate with. When a user in
`such a list logs into the IM system, the server informs the list
`owner that a user in their list has logged on and is available to
`chat. In addition, Instant 肌1essaging systems provide dir巳：c­
`tory services that permit the users to search for another user.
`Once a user has the address of a second user, the first user can
`r巳quest a collaborative chat session with the second user. The
`S巳：cond user can choose to either accept or reject the chat
`session.A武er the session has been accepted, the users may be
`able to communicate in a private or public chat session by
`typing text messages to one another. The message can be
`either transmitted through a central server, or directly
`between users (p臼r to peer) once the first user has determined
`the availability of the second user from the IM system. These
`chat sessions may take place over an unsecured IP network.
`Further extensions of IM allow multiple participants to be
`involved in a chat session.
`
`ing the steps of providing a conference call server; providing
`a conference call requester with a network accessible device
`communicable with an instant messaging service; generating
`a conference call request by the conference call requester;
`transmitting the call request from the call requester to the
`conference call server; receiving the call request at the con(cid:173)
`ference call server; parsing the conference call request to
`determine parameters associated with a requested conference
`call; and initiating a conference call in accordance with
`par缸neters associated with the requested conference call. The
`instant messaging service may be adapted to communicate
`conference call request information with the conference call
`server.
`[0023] The present invention may further use the presence
`component of an instant messaging system to determine
`whether prospective attendees are available for a conference
`call through this presence with the instant messaging service,
`then using stored information that includes an address for a
`party, either through an I肌f channel or at a specific phone
`number or VOW address, create the ability for instant mes(cid:173)
`saging users to immediately create any combination of PSTN,
`Cellular, and VOIP conference calls between users some of
`whom may be in instant messaging sessions, and without the
`necessity of each user to dial a telephone number or having
`the host look up the phone number of each participant in order
`to place an outbound telephone call. The invention may col(cid:173)
`lect, through a variety of means, the information needed to
`join those users into a telephone conference call, pass the
`dialing information and other parameters to a central server,
`and send an invitation to each participant in advance of plac(cid:173)
`ing the call, The central server may directly or indirectly
`establish a conference bridge, initiate a series of outbound
`calls to each of the selected users from the instant messaging
`session, and seamlessly join those users in a conference call
`using a conference bridge. Via the instant messaging service,
`the conference call initiator may be able to see, via presence
`awareness, whether one of more additional users with whom
`he wishes to conference are available, and may invite these
`users to the call either through similar means, or by passing
`information to those users about how to connect to a call.
`Optionally, and at the users discretion, the central server can
`also add a “ silent” user which is a recording device, to the
`conference bridge, record the call, and at the conclusion of the
`call pass the recorded voice transcript back to the Instant
`Messaging Server for archiving purposes. Additionally, using
`the instant messaging interface and based upon the confer(cid:173)
`ence server capabilities, the call initiator may apply certain
`business rules to various participants in the call, such as
`muting or dropping that participant from the call, archiving
`the participants telephone numbers, call duration, and call
`set-up parameters.
`
`SU肌1MARY OF THE INVENTION
`
`FIGURES
`
`[0021] The present invention may use a communications
`channel established through an instant messaging service to
`transmit a request to initiate a conference call from a network
`access device associated with a conference call requester to a
`conference call server. The conference call server, upon
`recei飞ring the request, may initiate the formation of a confer(cid:173)
`ence bridge a conference call between the conference call
`r巳quester 缸id one or more call participants.
`[0022]
`In a first embodiment, the present invention may be
`embodied in a method for initiating a conference call, includ-
`
`[0024] FIG. 1 shows a flowchart of the initiation of a con(cid:173)
`ference call according to the present invention.
`[0025] FIG. 2 shows a more comprehensive illustrative
`flowchart of the initiation of a conference call according to the
`present invention.
`[0026] FIG. 3 shows a notional flowchart of the initiation of
`a conference call according to the present invention, in an
`environment in which each prospective caller has access to a
`network access device.
`
`CSCO-1018
`Cisco v. Uniloc, IPR2017-00597
`Page 21 of 26
`
`

`

`US 2011/0033035 Al
`
`Feb. 10, 2011
`
`3
`
`[0027] FIG. 4 illustrates a block diagram of a system for
`accomplishing the initiation of conference calls according to
`the present invention.
`[0028] FIG. 5 illustrates a notional network access device
`display through which a conference call may be initiated.
`[0029] FIG. 6 shows a notional network access device dis(cid:173)
`play through which conference call targets may be selected.
`[0030] FIG. 7 shows a notional network access device dis(cid:173)
`play identifying parameters associated with a potential target
`for a conference call initiated according to the present inven(cid:173)
`ti on.
`[0031] FIG. 8 shows a notional network access device dis(cid:173)
`play identifying t盯gets previously involved in conference
`calls who are potentially available for a conference call,
`including identification of an availability status for each tar(cid:173)
`get where such potential target has an ongoing presence with
`the instant messaging service.
`[0032] FIG. 9 shows a notional network access device dis(cid:173)
`play identifying t盯gets previously involved in conference
`calls who are potentially available for a conference call，自1-
`tered to display potential targets having access to application
`sharing capabilities.
`[0033] FIG. 10 shows a notional network access device
`display identifying targets previously involved in conference
`calls who are potentially available for a conference call，自1-
`tered to display only potential targets for which an e-mail
`client contact information is available.
`[0034] FIG. 11 shows a notional network access device
`display allowing retrieval of parameters associated with a
`previous conference call.
`[0035] FIG. 12 shows an alternate system and process pro(cid:173)
`cess for initiating conference calls according to the present
`invention.
`[0036] FIG. 13 shows a notional network access device
`display for displaying conference call management param(cid:173)
`eters to a conference call requester.
`[0037] FIG. 14 shows a notional network