United States Patent (19)
`Kosowsky et al.
`
`(54) TELECOMMUNICATION DEVICE AND
`METHOD FOR INTERACTIVE VOICE AND
`DATA
`
`75 Inventors: Richard P. Kosowsky, Boston, Mass.;
`Michael P. Santullo, Palo Alto, Calif.;
`Michael R. Kosowsky, Hancock, Me.
`
`(73) Assignee: Momentum, Inc., Boston, Mass.
`
`(21) Appl. No.: 28,959
`
`Mar. 10, 1993
`22 Filed:
`(51) Int. Cl." ............................ H04M 11/00; HO4M 1700
`(52) U.S. Cl. ................................. 379193; 379/96; 379/97;
`379/98: 379/88; 379/355
`58) Field of Search .................................. 379/93, 94, 96,
`379/97, 98, 100, 88, 89, 355,356, 357,
`142, 53, 54,92, 354; 358/437; 395/575;
`37118.2; 374/222
`
`56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`179/2
`4,150,254 4/1979 Schussler et al. ..............
`... 17912
`4,289.930 9/1981 Connolly et al. ....
`179118 B
`4,436,962 3/1984 Davis et al. .....
`. 179118 B
`4,436,963 3/1984 Cottrell et al. ...
`4,649,563 3/1987 Riskin ....................................... 379/97
`4,674,112
`6/1987 Kondraske et al. .
`379/96
`4,839,919 6/1989 Borges et al. ............................ 379,196
`4,860,342
`8/1989 Danner ...................................... 379/96
`4,868,865 9/1989 Ogawa et al. ...
`... 379/100
`4,899,377 2/1990 Bauer et al. ............................ 379,355
`
`(List continued on next page.)
`
`FOREIGN PATENT DOCUMENTS
`0326366A2 8/1989 European Pat. Off. ................. 379/96
`0392816 10/1990 European Pat. Off. ...
`... 375.222
`0493084 7/1992 European Pat. Off. ................. 379/53
`2035017 6/1980 United Kingdom.
`2156.187 i0/1985 United Kingdom ................... 379/100
`
`III-III
`USOO5592538A
`5,592,538
`11
`Patent Number:
`Jan. 7, 1997
`45
`Date of Patent:
`
`OTHER PUBLICATIONS
`"For the 90's, Screen-Based Phones.' The New York Times,
`p. 8 Dec. 13, 1993.
`VoiceView 992, 1992 slide display May 4–6, 1993 Infor
`mart, Dallas.
`"Telecom Developers 93 ITT Northern Telecom, New
`product and service slides, displayed May 4–6, 1993 Tele
`com Dev. 93 Infomart.
`"Analog Display Services Interface” slide display May 4-6,
`1993, Infomart, Dallas, by Dialogic Corp.
`“AT&T Smart Phone,' AT&T Network Systems (Market
`ing), Jun., 1991.
`"The Huntington and AT&T To Market Revolutionary Smart
`Phone' News Release, Oct. 1, 1991.
`Voice '92, "Improving the User Interface to Enhance Ser
`vices', 1992.
`
`(List continued on next page.)
`Primary Examiner-Jason Chan
`Attorney, Agent, or Firm- Wolf, Greenfield & Sacks, P.C.
`57
`ABSTRACT
`A telecommunication device permits mixed voice commu
`nication and data communication during a single telephone
`call. The device switches freely between bidirectional voice
`communication and bidirectional data communication, as
`required by the data to be communicated. The dynamic
`Switching between voice communication and data commu
`nication is arranged so that voice communication is mini
`mally interrupted. Data communication using the device
`includes creation, transmission, reception, storage, retrieval,
`display and use of data messages such as address and
`telephone number records. The device is inexpensive to
`produce and uses existing standards for signalling by tele
`communications equipment. A complete interactive voice
`and data (IVD) system automatically performs data com
`munication between IVD subscriber systems, or between an
`IVD subscriber system and an IVD host system. Further, in
`conjunction with a standard IVR, a complete IVR/IVD
`system automatically performs data communication with
`IVD subscriber systems and IVR voice communications
`with non-IVD subscriber systems.
`
`39 Claims, 6 Drawing Sheets
`
`
`
`
`
`
`
`
`
`
`
`
`
`PC COMPUER
`& MODEM.
`
`
`
`
`
`ELEPHONE
`
`WD
`SUBSCRBER
`SAND-AONE
`
`s
`- - FY - - - - - - - - - - - - rs r > -s; W - - - - - - J
`
`
`
`FAXADATA
`NK
`
`PUBLC
`SWITCHED
`ELEPHONE
`NETWORK
`PSTN
`
`IVD
`SUBSCRBER
`STAND-AONE
`
`
`
`Page 1 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`5,592,538
`Page 2
`
`U.S. PATENT DOCUMENTS
`4,939,767 7/1990 Saito et al. ................................ 379/53
`4,991,199 2/1991 Parekh et al. ............................. 379/97
`4,994,926 2/1991 Gordon et al. ...
`... 379/100
`5,008,927 4/1991 Weiss et al. .............................. 379/98
`5,008,930 4/1991 Gawrys et al. .......................... 379,196
`5,025,373 6/1991 Keyser, Jr. et al.
`... 364f408
`5,050,207 9/1991 Hitchcock ................................. 379,196
`5,063,587 11/1991 Semosa et al. ........................... 379,196
`5,086,453 2/1992 Senoo et al. ......
`... 379100
`5,10,427 3/1992 Kotani et al. .....
`379,355
`5,109,407 4/1992 Fujita et al. .............................. 379/53
`5,138,649 8/1992 Kisbergh et al. ......................... 358/85
`5,153,897 10/1992 Sumiyoshi et al. ....................... 379/93
`5,157,717 10/1992 Hitchcock ................................. 379,196
`5,164,981 1/1992 Mitchell et al. .......................... 379/88
`5,164,982 11/1992 Davis ........................................ 379,196
`5,165,096
`l/1992 Matsumoto ............................... 379/92
`5, 195,130 3/1993 Weiss et al. .............................. 379/98
`5,200,988 4/1993 Riskin ....................................... 379/52
`5,280,520 1/1994 Abe ......................................... 379/100
`5,283,818
`1/1994 Klausner et al. ......................... 379/89
`5,321,840 6/1994 Ahlin et al........
`... 395/700
`5,329,589 7/1994 Fraser et al............................... 379/93
`5,349,635 9/1994 Scott ......................................... 379/93
`5,365,577 11/1994 Davis et al. .............................. 379,196
`5,369,700 1/1994 Koura et al. .............................. 379,196
`5,450,472 11/1995 Brax. ........................................ 379,100
`OTHER PUBLICATIONS
`"Voiceband Data Transmission Interface Generic Require
`ments,
`Bell
`Comm. Research,
`Tech.
`Ref.
`#TR-NWT-000030, Oct. 2, 1992.
`"Generic Requirements for an SPCS to Customer Premises
`. . . .” Bell Communications Research, Tech Advisory
`Ta-NWT-001273, Feb. 92.
`
`
`
`“ADSI Protocol Overview', Northern Telecom 58105, Feb.
`4, 1993, Issue 1 printed Apr. 1993.
`"Telephony" An Interface Publication May 25, 1992.
`"Funds Transfer Report', Mar. 1992, A Bankers Publication.
`"Super Phones In The US', Ele. Payments International,
`Issue 64 Apr. 1992.
`"Bank Advertising News' vol. 17, No. 11, Nov. 16, 1992
`New article on MNC telephone banking program.
`The Washington Post, Mar. 27, 1992, article about phones
`that allow customers to review their balance.
`Brochure for A Home Banking System from "Online
`Resources', 1313 Dolley Madison Blvd., McLean, VA
`22101.
`"Educate Your Market for Home-Banking', DeLone et al.
`Bank Marketing Nov. 1992.
`"Renewed Push for Pay-by-Phone', Michael Quint, Busi
`ness Day, Mar. 7, 1992, part of the New York Times.
`"Information & Interactive Services Report', Gary H. Arlen,
`Mar. 27, 1992.
`“The PC Comes to Telecom', Harry Newton, 1993 May
`Teleconnect.
`Brochure from Online Resources & Comm. Corp., 1313
`Dolley Madison Blve., McLean, VA 22101.
`Product information on Visualization of Communication,
`Radish 1705 14 St., S184, Boulder, CO 80302, 1992.
`"Data Over Voice', Johana Till Johnson, Data Comm., Jun.
`1992.
`“VoiceView', Radish Comm. Sys, Inc. Cat. No. 992, 1992.
`"Voice and Data Put On One Line, Sans ISDN, Commu
`nications Radish Comm. Sys., Inc. Comm. Week, May 18,
`1992.
`“VoiceView', Madeline Bodin, Call Center Magazine Dec.
`1992.
`
`Page 2 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`U.S. Patent
`
`Jan. 7, 1997
`
`Sheet 1 of 6
`
`5,592,538
`
`| ||lzl
`
`ZZI
`
`S08 TIONINOO
`
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`
`
`
`
`
`
`
`
`
`Page 3 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`U.S. Patent
`
`Jan. 7, 1997
`
`Sheet 2 of 6
`
`5,592,538
`
`
`
`
`
`
`
`
`
`
`
`
`
`Page 4 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`U.S. Patent
`
`Jan. 7, 1997
`
`Sheet 3 of 6
`
`5,592,538
`
`INITIATOR
`
`NDHOST (DEVICESENDS''A DTMFTONE
`SUBSCRIBER
`USER PRESSES"SEND" KEY
`Soccestos-Drtions
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`r
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`DEVICE KEEPSLINE OFF-HOOK Y DEVICE MUTESTELEPHONE
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`USER PRESSES CONFIRMATION KEY
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`33
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`USERPRESSESCONFIRMATION KEY (PCBSED
`Fig. 3
`
`All
`
`Page 5 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`U.S. Patent
`
`5,592,538
`
`
`
`
`
`
`
`
`
`
`
`
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`
`
`Page 6 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`U.S. Patent
`
`Jan. 7, 1997
`
`Sheet 5 of 6
`
`5,592,538
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`Page 7 of 22
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`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`Page 7 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`
`
`
`
`

`

`U.S. Patent
`
`Jan. 7, 1997
`
`Sheet 6 of 6
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`Page 8 of 22
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`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`5,592,538
`
`1
`TELECOMMUNICATION DEVICE AND
`METHOD FOR INTERACTIVE VOICE AND
`DATA
`
`BACKGROUND OF THE INVENTION
`
`10
`
`15
`
`20
`
`30
`
`35
`
`1. Field of the Invention
`This invention relates generally to telecommunications
`equipment and software. More particularly, the invention
`relates to customer premise equipment and service provider
`equipment for effecting both voice and data communication
`through existing public switched telephone networks,
`including mixed voice and data communication between a
`variety of equipment configurations, and management and
`display of data communicated.
`2. Discussion of the Prior Art
`Conventional voice telephones and the public switched
`telephone network (PSTN) are well-known to citizens of
`today's world. Indeed, telephone systems ranging from the
`simple instrument purchased for home use to very sophis
`ticated business systems are in widespread use. Among the
`systems seeing increased use among several market seg
`ments is the interactive voice response (IVR) system. An
`IVR provides an interactive voice session between customer
`25
`and business in which the business end of the call generates
`voice messages through recording or synthesizing tech
`niques, and the customer interacts using a telephone keypad
`or through voiced statements and voice recognition.
`One generic example of an IVR is the type used by large
`banks to give their retail customers instant telephone access
`to account information. Such a system may give information
`by voice to the customer or may perform various banking
`transactions, responsive to commands keyed into the cus
`tomer's telephone keypad. For example, the customer may
`inquire as to account balances and may transfer funds from
`one account to another. The customer's telephone keypad
`must be of the tone type, which is capable of generating
`twelve dual-tone multi-frequency (DTMF) signals out of a
`standard sixteen. The standard DTMF signals are designated
`“1”-'9”, “0”, “*”, “#” and “A”-"D". Each comprises one of
`four high frequency tones superposed on one of four low
`frequency tones. The DTMF standard is contained in
`"American National Standard for Telecommunications - - -
`Interface Between Carriers and Customer Installations - - -
`45
`Analog Voicegrade Switched Access Lines Using Loop
`Start and Ground-Start Signaling", ANSI T1.401-1988, and
`in "Dual-Tone Multifrequency Receiver Generic Require
`ments for End-to-End Signaling Over Tandem-Switched
`Voice Links', Issue 1, TR-TSY-000181, Bellcore, March
`1987.
`To begin a typical IVR transaction the customer calls the
`bank's IVR system from any telephone capable of generat
`ing DTMF signals. The IVR system issues one or more
`requests for commands or information, the requests being in
`the form of pre-recorded or synthesized voice messages. By
`responding with appropriate DTMF signals, the customer
`may navigate through a series of menus or lists of such
`requests until the desired information is delivered to the
`customer as a pre-recorded or synthesized voice message.
`One problem with IVR systems such as described above is
`that the communication bandwidth of the spoken messages
`from the IVR is so low as to be a significant frustration to
`experienced users. Indeed, if a menu of commands contains
`a large number of choices, it may even be difficult to recall
`the appropriate one at the time for making a selection.
`Navigating a complex series of menus to retrieve some
`
`55
`
`50
`
`60
`
`65
`
`2
`information can be time-consuming as well. Further, having
`navigated the system once doesn't make subsequent navi
`gations any easier, except, possibly, that the user may write
`down or remember the sequence of keystrokes that brings a
`desired result.
`Some solutions have been proposed, but each has a
`significant cost or drawback.
`One way to make the described type of communication
`easier is to use a visual databased system, such as a personal
`computer (PC) and modem, in connection with an informa
`tion retrieval service. However, personal computers are still
`a significant expense, to which many individuals may have
`only limited access. In contrast, telephones are ubiquitous
`and inexpensive to acquire. A further drawback to using PCs
`and modems to access customer information, such as bank
`balances, is that on occasion the content of the information
`retrieved precipitates the need for the customer to commu
`nicate with service provider personnel. While the modem
`equipped PC is in use, the telephone line is unavailable for
`voice communication. A desirable solution would permit
`mixed voice communication and data communication dur
`ing a single telephone call.
`Another proposed solution would be to make use of the
`emerging Integrated Switched DigitalNetwork (ISDN) stan
`dards and equipment to effect simultaneous or near-simul
`taneous voice and databased communication. However, this
`solution requires significant investment in new equipment
`by service providers, service customers and the telephone
`companies. A desirable solution would be available to the
`general public at low cost.
`Screen-based telephones are another emerging solution to
`the problems noted above. However, current screen-based
`telephones do not provide bidirectional, mixed voice and
`data communications during a single telephone call, wherein
`data communication may be initiated and terminated by
`either the calling party or the called party. Further, when
`prior art screen-based telephones are receiving data, the
`telephone keypad is disabled, preventing user response until
`the data communication has been completed.
`An Analog Display Services Interface (ADSI) has been
`developed by BELLCORE for use by the various local Bell
`Operating Companies and various service providers.
`Devices compatible with the ADSI communication standard
`are currently under development, but specific device capa
`bilities are not indicated in the ADSI standard and are
`presently unknown. The ADSIstandard does call for the use
`of non-standard DTMF tones (i.e. not one of “1'-'9', 'O',
`“*”, “#' and 'A'-'D') for session initiation. Thus, devices
`implementing the ADSI standard rely on the use of non
`standard hardware, preventing communication with
`unmodified equipment currently in use. Furthermore, the
`ADSI standard calls for simplex data communication,
`wherein customer premises equipment cannot originate data
`communication. Further, ADSI requires a data session to
`begin using the signals complying with the Bell 202 data
`communication standard which is incompatible with exist
`ing PC modems.
`Another area of art of interest in connection with the
`present invention includes telephone autodialer systems and
`electronic personal organizers. These are electronic devices
`which provide one or more functions including the creation,
`storage, display and transfer of telephone number station
`and address information. Telephone number information
`may include dialing prefix information, area codes, country
`codes, telephone numbers and auxiliary telephone numbers,
`as well as any other information required to properly dial a
`
`Page 9 of 22
`
`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`5,592,538
`
`4
`In accordance with another aspect of the present inven
`tion, there is provided data management facilities for
`enabling the exchange of data with other devices. Data from
`a database may be selected, transmitted, received, merged,
`displayed and otherwise used by devices according to this
`aspect of the present invention. The data managed may
`include telephone number data, such as found in a telephone
`directory. Thus, devices may exchange telephone number
`data corresponding to either connected party or third parties.
`Furthermore, the data managed may include state informa
`tion, where a device communicated with includes capability
`of identifying which of a plurality of states its controlling
`software is in. By obtaining such state information and
`providing for the exchange of such state information, users
`of common devices with similar usage patterns may share
`data for rapidly returning to a commonly used state.
`
`10
`
`15
`
`3
`telephone number. Address information may include a per
`son's name, a person's title, the name of a business at which
`a person works, street address information and other mis
`cellaneous information which may be useful in the context
`of a telephone directory.
`Some devices currently available can autodial a previ
`ously stored telephone number. Thus, in addition to func
`tioning as a conventional personal telephone directory, the
`device can reduce dialing errors by automatically generating
`the sequence of DTMF tones corresponding to a stored
`telephone number.
`However, devices such as described above do not provide
`a means for transferring selected telephone number infor
`mation and address information to another such device over
`the PSTN during a voice conversation. Thus, a user of such
`a device who is having a telephone conversation with
`another user of such a device cannot readily and simply
`transfer a record from the first user's device to the other
`user's device electronically. The user would instead recall
`the record to the device's display and read the information
`aloud to the other user who will manually enter that infor
`mation into the other user's device. Although some such
`devices do provide a data transfer function, they are intended
`primarily for backup purposes and are limited to batch
`transfers of records using a special, dedicated, local data
`link. For example, special cables or an infrared link may be
`used.
`Yet another area of art of interest in connection with the
`present invention includes "bookmark' functions and macro
`functions used by computer software applications, networks
`and communication software. In this context a bookmark is
`simply a record of certain state information, usually made by
`a software user, so that the same state can be easily recreated
`by the user at some point in the future. Macros are a form
`of software program, intended to accomplish a similar result
`to bookmarks. A macro is simply a record of a sequence of
`key strokes and/or pointing device actions designated by a
`user. Macros are often recorded as the user operates the
`software from an initial state to a final state. Thus, if the user
`places the software program into an initial state identical to
`the initial state from which a macro has been recorded,
`running the macro would produce the same final state as the
`user had previously achieved manually by entering the
`sequence of key strokes and/or pointing device actions.
`However, bookmarks and macros are stored as private data
`accessible only from within the application wherein they
`were created. Thus, they are difficult to transfer to other
`users of the same software.
`
`20
`
`30
`
`35
`
`40
`
`45
`
`SUMMARY OF THE INVENTION
`Accordingly, the present invention will provide mixed
`communication by both voice and data including visual text
`messages during a single telephone call. Further in accor
`dance with the present invention, both modes of communi
`cation may be bidirectional. Yet further in accordance with
`the present invention, the apparatus will not require indi
`viduals to discard the telephone equipment in which they
`have already invested.
`In accordance with another aspect of the present inven
`tion, there is provided an interactive voice and data (IVD)
`subscriber system, any two of which may communicate with
`each other, and optionally an IVD host system which allows
`IVD subscriber system unit to IVD host communication.
`The IVD subscriber system and host are compatible with the
`PSTN for voice communication.
`
`50
`
`55
`
`60
`
`65
`
`BRIEF DESCRIPTION OF THE DRAWING
`The present invention will be further understood in con
`nection with the accompanying drawing wherein like
`numerals refer to like elements and wherein:
`FIG. 1 is a block diagram of one embodiment of the
`present invention;
`FIG. 2 is a state diagram of one embodiment of the present
`invention;
`FIG. 3 is a detailed state diagram showing how transitions
`between voice and data modes are effected;
`FIG. 4 is a memory map of the contents of memory
`elements according to one embodiment of the present inven
`tion;
`FIG. 5 is a general system diagram of some components
`of a complete system, including stand-alone and PC based
`IVD subscriber systems, a stand-alone IVD host system, and
`a IVD host system operated with a standard IVR host
`system; and
`FIG. 6 is a protocol diagram of the communications
`protocol according to one embodiment of the present inven
`tion.
`
`DETAILED DESCRIPTION
`A detailed description will now be given of several
`aspects and embodiments of the present invention.
`A device constructed according to the present invention is
`shown in block diagram form in FIG.1. This block diagram
`is generic to several alternate embodiments, and so alterna
`tive embodiments of portions of the system will be described
`when appropriate. For example, the invention may be prac
`ticed by installing a plug-in module and a special software
`program within a personal computer system, or the inven
`tion may be practiced as a stand-alone device. Such different
`embodiments may have different construction details. The
`main components of a device according to this invention
`include a display 101, a modem chip 103, a controller chip
`105, memory 107a-107c, and various interface devices,
`including a telephone line interface 109, a telephone inter
`face 111 and user interface keys 113 and 115. The illustrated
`embodiment will now be described in greater detail.
`Display 101 may be, for example, a multi-line, multi
`character liquid crystal display (LCD), such as is commonly
`used in calculators and hand held computers. The display
`could include graphics display capability as well as data
`display capability, if so desired. A suitable size for a small
`data display of the required type is 8 lines of 40 characters
`each, although any convenient size may be used. If the
`
`Page 10 of 22
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`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`5,592,538
`
`O
`
`15
`
`25
`
`5
`invention is to be practiced using a PC, the monitor screen
`may form a suitable display 101.
`Information to be displayed is transferred to the display
`101 by the controller 105 over a data bus 117. Also associ
`ated with the display 101 are a group of control signals 119a
`for instructing the display 101 regarding the display of
`information transferred. In this embodiment, it is assumed
`that the display includes local memory for holding the
`transferred information to be displayed. Other conventional
`display and display memory management techniques known
`to those skilled in the art may be employed. For example, the
`display memory may be part of system memory, with
`controller 105 transferring display content directly from
`system memory to the display as needed. (See the memory
`map of FIG. 4, for example.)
`Modem circuit 103 is used for performing fast, bidirec
`tional, digital data communication between the device of the
`invention and another device to which it is connected
`through the PSTN. The modem circuit 103 is connected to
`20
`controller 105 for digital communication through the data
`bus 117 and a group of control signals 119b. The modem
`circuit 103 is further connected for communication of digital
`information over the telephone line through telephone line
`interface 109. Thus, controller 105 may send or receive
`digital information, such as data information encoded in a
`standard interchange format, for example ASCII, by trans
`ferring appropriate commands and data to the modem circuit
`103.
`The modem circuit 103 may be a conventional chip. In the
`embodiment described, it is preferred that the chip used for
`modern circuit 103 comply with certain standards and
`requirements. The modem circuit 103 should comply with
`current versions of the communications standards Bell 103J,
`Bell 212A, CCITT V.22 and CCITT V.22bis. The Bell
`communications standards were last published by the pre
`divestiture AT&T as publications No. 411.06 and 41214,
`respectively. The CCITT standard was published in the
`'CCITT Red Book: Data Communications over the Tele
`phone Network: Recommendation of the V Series', Volume
`VIII, Fascicle VIII.1, V.22 and V.22bis. By so doing, the
`modem circuit 103 will be compatible with a wide variety of
`other devices. The selected modem circuit 103 should be
`capable of operating in answer or originate mode. The
`importance of this capability will be seen below, when the
`state diagram of the software of this embodiment is dis
`cussed in connection with FIG. 2.
`Controller 105 may be any of a number of readily
`available microprocessor circuits. In embodiments where
`the device is intended to be a stand-alone unit, micropro
`cessors such as type 8051, manufactured by INTEL, or
`other, similar units may be suitable.
`Alternatively, controller 105 may be a personal computer
`or the processor portion of a personal computer, having the
`other elements shown connected thereto. For example, con
`troller 105, memory elements 107a-107c, display 101 and
`user interfaces 113 and 115, all connected by data bus 117
`and control signals 119a–119e comprise typical components
`of a personal computer system. The balance of the elements,
`particularly including modem circuit 103, telephone line
`interface 109 and telephone interface 111, could be located
`on a plug-in module, also connected to the controller 105
`through data bus 117 and the set of control signals 119b. Or,
`the balance of the components could be located in a modem
`attached to the personal computer, if the modem is capable
`65
`of handset exclusion, that is isolation of an attached tele
`phone from receiving modem tones, and of DTMF tone
`
`30
`
`35
`
`40
`
`45
`
`50
`
`55
`
`6
`recognition and generation. The read only memory (ROM)
`107a, the random access memory (RAM) 107b and the
`non-volatile RAM (NVRAM) 107c in an embodiment not
`part of a personal computer may be of any conventional type
`convenient to the application. One arrangement of data and
`program information within the memories 107a-107c is
`discussed below in connection with FIG. 5, where ROM
`107a holds a system program, RAM 107b holds transient
`data and NV RAM 107c holds a database of telephone
`number and other data. The precise arrangement of this
`memory space will depend upon the design choices of the
`implementer.
`Having a database of information readily accessible in the
`device's memory allows a user to transmit commonly used
`data at the touch of a single button, without having to
`compose the message anew each time it is required. One
`example of such a situation occurs when a service provider
`asks a caller to identify themselves. Basic identifying infor
`mation, perhaps omitting a secret personal identification
`number (PIN), could be sent as a data message, without
`requiring the caller to speak or type their name and address
`each time the service provider requests it. This reduces the
`time spent identifying the caller and reduces the likelihood
`that an error will be made in the identification data. A further
`example of such a situation occurs when a caller first
`connects to a service. Coupled with a database entry used to
`dial the call could be data hereinafter called a bookmark,
`which when transmitted to the service provider may indicate
`an extension the caller wishes to connect to, or may indicate
`which Service provider function the caller seeks to access.
`Bookmarks are described in greater detail below.
`This database, in one embodiment of the invention, is
`divided into three parts. The first comprises personal infor
`mation data records, such as the name and address of the
`device's owner. Note that there may be multiple instances of
`each type of personal information data record, for example
`the name and workplace telephone number of each family
`member may be stored. The second part comprises address
`book data records, which are telephone number and other
`related data, such as names and addresses. These data
`records may be used to automatically dial out to the other
`parties and may be sent and received between devices,
`allowing one user to augment his address book by receiving
`records from another. The third part of the database com
`prises notes, which are freely formatted text messages that
`may be sent and received between devices.
`Alternatively, some part of RAM 107b or NVRAM 107c
`may be a stand-alone personal information manager (PIM)
`connected through an option port or communication port to
`data bus 117. For example, a SHARPOZ-8000 series device
`or a CASIO B.O.S.S. device could be used to store an
`address book with telephone numbers, a note file and
`personal identification information. PIMs are tailored for the
`storage of these types of information. Interfaces between the
`SHARP or CASIO PIMs and other devices such as PCs are
`commercially available. Another PIM configuration might
`include a PIM application running on a standard PC (e.g.
`ACT or Packrat).
`The telephone switch 121 is controlled by controller 105.
`The Switch 121 functions to connect the telephone interface
`111 to either the telephone line interface 109 or the telephone
`power circuit 125. Thus an externally attached telephone
`may be selectively connected to or disconnected from the
`telephone line. When disconnected, the telephone will still
`receive the power ordinarily provided by the telephone line,
`which, for example, is often necessary for the phone to be
`able to generate DTMF tones.
`
`Page 11 of 22
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`RUIZ FOODS PRODUCTS, INC.
`Exhibit 1022
`
`

`

`7
`DTMF receiver 123 is connected to telephone interface
`111. It can detect DTMF tones generated by the attached
`telephone at all times, and, whenever the telephone switch
`121 connects the telephone interface 111 to the telephone
`interface 109, it can also detect tones generated by the party
`connected over the telephone line. The ability to detect
`remotely generated tones is used in data session initiation to
`be described below in connection with FIGS. 2 and 3 below.
`The ability to detect tones generated by the attached
`telephone is used in several instances. For example, when
`ever data communication is i