United States Patent (19J
`Karp et al.
`
`I lllll 1111111111111111 111111111111111 lllll lllll lllll lllll 111111111111111111
`US006154727A
`(11] Patent Number:
`(45] Date of Patent:
`
`6,154,727
`Nov. 28, 2000
`
`(54] V[S[T VERIFlCATION
`
`FOREIGN PATENT DOCUMENTS
`
`(75]
`
`Inventors: Edward W. Karp; Kevin J. Bianchini;
`David R. Fine, all of New Orleans, La.;
`Jonathan M. Fine, Weston, Conn.;
`Cedric F. Walker, New Orleans, La.
`
`(73) A5.5ignee: CyberHealth, Inc., New Orleans, La.
`
`(21) Appl. No.: 09/060,855
`
`Apr. 15, 1998
`
`(22) Filed:
`Int. Cl.7
`...................................................... G06F 17/ 60
`(51)
`(52) U.S. Cl. ..................... 705/3 ; 705/2; 705/9; 455/456;
`455/404; 455/457
`(58) Field of Search ..................................... 455/404, 410,
`455/411, 456, 457; 705/ 2, 3, 1, 30, 9; 379/37,
`38, 45, 127, 142, 247, 93.03, 88.02; 380/23
`
`(56)
`
`5, 109,399
`5,208,756
`5,218,367
`5,255, 183
`5,327, 144
`5,479,482
`5,515,419
`5,519,760
`5,608,784
`5,646,839
`5,666,662
`5,732,354
`5,758,317
`5,815,538
`5,815,814
`5,835,575
`5,844,522
`5,862,223
`5,873,040
`5,953,650
`5,%0,337
`5,%3,861
`6,006,096
`6,011,974
`6,049,718
`
`References Cited
`U.S. PATENT DOCUMENTS
`4/1992 Thompson ................................ 379/45
`5/1993 Song ....................................... 455/456
`6/1993 Sheffer et al ........................... 455/456
`10/1993 Katz .......................................... 705/30
`7/1994 Stilp e~ al. .............................. 455/456
`12/1995 Grimes .................................... 455/457
`5/ 1996 Sheffer .................................... 455/456
`5/1996 Borkowski et al. .................... 455/456
`3/ 1997 Miller ...................................... 379/ 127
`7 /1997 Katz ........................................ 379/ 142
`9/ 1997 Shibuya .................................. 455/456
`3/ 1998 MacDonald ............................. 455/456
`5/ 1998 Peterson el al. .. ... ... ... ... .... ... ... 704/247
`9/ 1998 Grell et al. .............................. 455/456
`9/ 1998 Dennison et al.
`... ... ... .... ... ... ... 455/456
`11/ 1998 S toller et al. ............................. 379/38
`12/ 1998 Sheffer et al. .... ... ... ... ... .... ... ... 455/456
`1/ 1999 Walker et al. .... ... ... ... .... ... ... ... ... . 705/ 1
`2/1999 Dunn et al. ............................. 455/456
`9/ 1999 Villevieille .............................. 455/404
`9/1999 Brewster et al. ....................... 455/404
`10/ 1999 Hanson ................................... 455/456
`12/1999 Trompower ............................. 455/456
`1/ 2000 Cedarvall et al. ... ... ... .... ... ... ... 455/456
`4/2000 Stewart ................................... 455/456
`
`WO 97/17623
`
`5/1997 WJPO .
`
`OTHER PUBLICATIONS
`
`Washington Times, "Secret Service, Cellular Firms Attack
`Fraud", Dialog File 635:Business Dateline, pp. 1- 2, Apr.
`1995.
`PR Newswire, "T-NETIX Installs SpeakEZ Voice Print
`(SM) Solution For Intrust Bank", Dialog File 621:IAC New
`Product Announcement, pp. 1- 2, Aug. 1997.
`
`Primary Examiner-Emanuel Todd Voeltz
`Assistant Examiner- John W. Hayes
`Attorney, Agent, or Firm-Michael D. Carbo
`
`[57]
`
`ABSTRACT
`
`The invention relates to a system and method for tracking
`clients as they visit the locations of various recipients.
`Clients have access to telephones and identification devices
`which the client can use to communicate with a remote
`computer. The computer uses information received during
`the communication to identify and authenticate the client
`making the communication and the location of the client at
`the time of the communication. Authentication is accom(cid:173)
`plished by obtaining unique biometric parameters from a
`client over the phone and comparing those to biometric
`parameters in a database. Biometric data can include a voice
`print sampled during the call, or a finger or retinal print
`electronically transmitted during the call. Because each of
`these identifiers results from a physiological characteristic
`which is unique to the client, the system assures that the
`identified client is the client making the communication. The
`system can include logic for identifying the address of a
`cellular phone at the time a phone call is placed. The logic
`does not require an automatic number identification (ANI).
`In fact, the ANI of a cellular phone may not provide any
`location infonnation because the phone itself is mobile.
`Instead the logic uses information provided by the cellular
`carrier to identify the origin of the call with regard to the cell
`stations receiving the call. Accordingly, the client can be
`tracked when the client is using a cellular phone to com(cid:173)
`municate with the computer.
`
`9 Claims, 14 Drawing Sheets
`
`-
`
`-
`
`-
`
`-
`
`-
`
`-
`
`-
`
`-
`
`-
`
`'""'
`
`.._.., ~
`
`lltlA
`
`....
`r--'--.-~ '
`
`IJIJli
`
`'
`
`\
`I
`I
`
`/
`
`

`

`U.S. Patent
`US. Patent
`
`Nov. 28, 2000
`Nov. 28, 2000
`
`Sheet 1 0f 14
`Sheet 1 of 14
`
`6,154,727
`6,154,727
`
`
`
`co
`.,...
`M
`
`150A
`
`’'—
`
`
`
`~ N - ;:
`
`CD
`0 ......
`.,...
`
`Google Exhibit 1019, Page 2 of 22
`
`

`

`U.S. Patent
`
`Nov. 28, 2000
`
`Sheet 2 of 14
`
`6,154,727
`
`I
`I ~---.--~--,---__,
`I
`I
`I .____.1...--~..___.____.
`I
`I
`I
`I
`I
`
`CD
`...-
`N
`
`0 ...-
`N
`
`<.O
`
`,..,
`.....
`
`I
`I
`I
`I
`I
`I
`I
`I
`I
`I
`
`N N ______...__.....,
`
`ZO w._ o-
`
`N
`
`I ~
`I
`I
`I
`I
`
`N
`w
`0::
`:::::,
`
`(!) -LL.
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`~ ....
`~ ...
`r:.,; =(cid:173)~
`
`Q
`~
`
`~
`
`PARAMETERS
`
`RECIPIENT
`
`I I I I I I I I
`
`1340 '-.....1:
`
`N §
`N s~o
`z Q
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`CyberHeallh
`
`Payroll
`
`122
`
`\
`
`,
`
`GENERATION
`
`REPORT
`
`STAMPING OF
`
`TIMEJDATE
`
`CALLS
`
`?.,,,-''
`
`--
`
`-
`
`'
`
`'
`
`320
`
`318
`
`.....
`
`.....
`
`.....
`
`.....
`
`-
`
`~~
`
`~~~
`
`--
`
`PARAMETERS
`
`PSTN
`
`PARAMETERS
`GEOGRAPHIC
`
`I I I I I I I I 1r134C
`
`~/
`
`1348 -----t I I I I I I I I
`
`-
`
`--
`
`FIGURE 3
`
`PARAMETERS
`
`CLIENT
`
`134A -...J I I I I I I I I
`
`OF ARRIVAL OR
`IDENTIFICATION
`
`DEPARTURE
`
`r---";...._--
`
`316
`
`.__.,,__-1 --------1
`
`IDENTIFICATION
`
`LOCATION
`
`CLIENT
`
`ID
`
`314
`
`312
`
`-----
`
`140'\ _J ________ _
`
`~-~-
`
`COMMUNICATION
`
`TELEPHONE
`
`,__ _ __,___
`310
`
`-
`
`~~~
`
`~~
`
`-
`
`',
`
`PACKET
`
`\
`
`t
`,
`144
`
`/
`
`/
`
`/
`
`""-...... ..... ------
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`FIGURE 48
`
`CELLPHONE
`
`PACKET
`
`~ ....
`~ ...
`r:.,; =-~
`
`0
`~
`
`~
`
`GENERIC
`
`ANI
`
`CELL 10
`
`RANGE
`
`ORIENT
`
`10
`Caller
`
`BIOMETRIC ID
`
`Arrive or Depart
`
`Task Codes
`
`412B
`
`414C
`
`414B
`
`414A
`
`416
`
`418
`
`420 (
`
`144B
`
`4n
`
`N §
`N s~o
`z 0
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`FIGURE 4A
`
`ANI
`
`SITE SPECIFIC
`
`412A
`
`FIXED PHONE
`
`PACKET
`
`416
`
`BIOMETRIC ID C I Caller
`420 ( 418
`
`ID
`
`144A
`
`I Arrive or Depart I
`
`Task Codes
`
`422
`
`

`

`.....;J
`N
`.....;J
`._..
`.i..
`01
`~
`._..
`
`°'
`
`FIGURE 5
`
`PARAMETERS
`
`CLIENT
`
`~ ....
`("> ...
`r:.,) =(cid:173)
`
`.,:.
`
`0
`lll
`
`(">
`
`N g
`
`SJO
`N
`~
`
`z 0
`
`~ = ......
`~ ......
`~
`•
`00
`0 •
`
`VOICE PRINT
`FINGER PRINT
`
`WHISTLE TONE
`EMPLOYEE ID#
`
`VNA-2
`VNA-1
`
`BIOMETRIC ID
`
`\
`(
`
`Caller ID
`\
`(
`
`Client Employer
`
`ient Database
`
`Cl
`
`I
`
`II
`II
`II
`II
`II
`
`100B
`100A
`
`-Client Name
`
`512
`
`134A
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`Q
`~
`
`~ ....
`~ ...
`r:.,; =(cid:173)~
`
`~
`
`N §
`N s~o
`z Q
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`FIGURE 6
`
`PARAMETERS
`GEOGRAPHIC
`
`II
`II
`II
`II
`II
`
`12344-9234
`564333-9810
`
`128-00-10
`128-31-00
`
`69-10-10
`68-20-42
`
`245 Fainnont
`440 Commerce
`
`Zip Code
`
`\
`(
`
`Geographic Database 7
`
`Latitude
`\
`
`Longitude
`\
`(
`
`Street Address
`
`-
`
`612
`
`134B
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`~ ....
`~ ...
`c,; =(cid:173)~
`
`Q
`--..:i
`
`~
`
`N §
`N s~o
`z Q
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`71.22.11-128.29.12
`
`44 Okalobee St.
`
`Cell Address/Geographic
`
`Location
`
`\
`
`NY-83632-3C
`LU-23571-48
`
`Cen Identifier
`
`\
`
`FIGURE7B
`
`FIGURE 7A
`
`PARAMETERS
`
`PSTN
`
`Fixed
`Fixed
`Celular
`
`245 F alrmont
`
`4400,-
`2 Page Mil Rd.
`
`203 645-5200
`Patient 1
`Netherlands
`415 949-3303
`650 493-9300 Wilson Sonsini .•
`
`PS~ CELLULAR PHONE OATAB~SE
`
`732
`
`( 730
`
`134C2
`
`{
`
`PSTN/STANOARO PHONE DAfABASE
`.
`
`-
`
`718
`
`134C1
`
`712
`
`Cellular/Fixed
`
`Address
`
`\
`
`Name
`
`Subscri>er
`\
`
`Phone Number
`
`·-
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`FIGURE 8
`
`PARAMETERS
`
`RECIPIENT
`
`~ ....
`~ ...
`r:.,; =(cid:173)~
`
`Q
`QQ
`
`~
`
`N §
`N s~o
`z Q
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`VNA-1
`
`Name
`
`Service Provider
`
`\
`(
`
`245 Fairmont
`
`Patient 1
`
`203 645-5200
`
`Address
`Recipient
`\
`\
`( RECIPIENT DATABASE{
`
`Recipient Name
`
`Phone Number
`
`~
`
`812
`
`8
`
`134D
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`~ ....
`'° Q
`~ ...
`r:.,; =(cid:173)~
`
`~
`
`N §
`N s~o
`z Q
`
`~
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`245-236
`
`Codes
`Task
`\
`I
`
`)
`
`4 hours
`Recipient
`
`Time Spent
`
`'
`{
`j
`" )
`
`with
`
`FIGURE 9
`
`4PM
`
`12PM
`
`Patient 1
`
`Departure
`
`Time
`
`\
`(
`
`)
`
`Recipient Arrival Time
`
`Name
`
`\.
`REPORT(
`I
`)
`
`\
`
`Fairmont
`
`245
`
`Address
`Recipient
`
`'\
`
`WVA-1
`
`100A
`
`Employee
`
`Client
`
`~caller/Client
`
`Name
`
`\
`
`I
`' l
`
`(
`
`122
`
`912
`
`

`

`U.S. Patent
`US. Patent
`
`Nov. 28, 2000
`Nov. 28, 2000
`
`Sheet 10 of 14
`Sheet 10 0f 14
`
`6,154,727
`6,154,727
`
`(_)
`128C
`co
`N ..-
`
`/Il\
`
`vJ" \ ‘0
`§ ==nI“““A __g
`N
`.UII'IIV /':<:j
`. 7;.
`‘_
`\ l
`/I
`co
`S
`N "' C"')
`8
`
`0
`C1)
`<D
`
`'
`o
`l
`.5:
`'
`Z
`I
`I Egg”
`
`§
`
`In
`-
`—————— —1 El.
`
`<
`L“
`w
`a:::
`n:
`:::>
`(!) -LL
`
`D 9
`
`u.
`
`““' — —
`
`g
`~.—
`
`é
`I
`~_
`T =___“““‘:g
`N “WWIIIIIV'. / 3N0
`\T' T T
`\ III
`/I
`
`N
`~ co
`..-
`0 co
`
`(0
`
`Google Exhibit 1019, Page 11 of 22
`
`I
`
`l l l
`
`'
`I
`
`‘
`
`CD
`(0
`0
`0 ..-
`
`N
`
`.
`a
`CD co
`\
`/I l
`.—
`§ ==-I“““A‘+_:3;
`N
`-"_"-'lI" / 88
`T'T ’
`\\ l /
`
`

`

`U.S. Patent
`US. Patent
`
`Nov. 28, 2000
`Nov. 28, 2000
`
`Sheet 11 0f 14
`Sheet 11 of 14
`
`6,154,727
`6,154,727
`
`| l l
`
`CD
`
`g
`~ ....
`.-
`
`I
`_
`|§<IEH
`fi-I
`I Kai
`
`-
`g
`
`I
`
`®
`
`8
`9
`
`\.
`'
`k
`-IJ-w-F-
`v - \3:
`
`z._ __ _
`z + — — — 3:32:23:
`.
`x: T ..
`I
`/
`\
`
`/
`
`68°16'42
`
`Google Exhibit 1019, Page 12 of 22
`
`- =-t --+--=---=----:.
`-
`-
`-
`-
`-
`______ _| __ _ _
`'
`l
`I
`I
`I
`l
`l
`I
`l
`L\
`I
`I
`.... 0 ....
`I
`3
`I
`I
`I
`|
`I
`
`<O
`
`«.o.
`.... 0 ....
`v-
`
`CD
`
`I
`
`|
`,1.
`
`Cl
`m
`5’-
`0
`-c-
`w
`35‘
`~ ::,
`8
`c.,
`LT.
`LL.
`
`

`

`JUaJRd ·s·n
`
`oooz'sz·AoN
`
`tl JO ZI 1aaqs
`
`LZL'tSl'9
`
`A
`
`.. & EMPLOYER ID
`I SAVE CLIENT NAME
`
`· --
`
`'::i
`
`NO
`
`1124
`
`)>
`~
`~
`
`m
`;o
`C
`G')
`:!!
`
`L-----~--------.J
`I
`I
`I
`I
`L-J
`I
`I
`I
`I
`I ~ I
`I
`I g I m
`I
`I ~ 1·
`I
`I ~ I
`I EXCEPTION
`I
`I
`I PLACE IN
`r'7
`I
`--------7
`
`DATABASE
`BIOMETRIC IDs IN CLIENT
`WITH
`BIOMETRIC ID
`CORRELATE RECEIVED
`
`111
`
`1122
`
`1116
`
`REPORT
`
`IDENTIFIER
`BY Client
`DATABASE
`FILTER CLIENT
`
`_____________ '::)
`
`,.... 1n1.1r-..u.r.
`
`No-< .. -···-· .. -->
`110a
`
`J
`I
`I
`I m I
`~
`I ~ I
`I ~ I
`I ~ I
`I
`I
`r7
`------------
`
`--i
`
`1104
`
`1102
`
`r----------
`
`START
`
`J.-
`
`L-
`
`11110
`
`

`

`-...J
`N
`-...J
`-..
`.a;.
`Ul
`~
`-..
`e,...
`
`FIGURE 118
`
`B
`
`~ ....
`.... w
`~ ....
`rJ) :r
`
`,&.
`
`0
`
`~
`
`~
`N
`~
`
`N §
`
`z 0
`
`~ = fl"!'-
`~ fl"!'(cid:173)
`•
`rJ1
`0 •
`
`,~ _J
`
`1142
`
`1140
`
`I ~ I
`I ~ I
`I ~ I
`I g I
`I~ I
`TO GET CALL ORIGIN E I
`RANGE or ORIENTATION I ~ I
`I ►
`r ;i
`I
`I ------,
`
`______ _J
`
`PROVIDER NAME
`
`ADDRESS AND SERVICE
`
`5;--
`
`~
`
`~AVERECIPIEN-;:AM:--
`
`-
`
`l l!l }--
`
`+
`
`USE LOCATION
`
`1138
`
`1136
`
`1132
`
`TO GET CALL ORIGIN
`RANGE or ORIENT A TION 14 ►lO <
`USE LOCATION ANO
`
`1134
`
`►I LOCATION(s) FROM
`I
`
`?<ET r<EI I
`
`PSTN DATABASE
`
`VEG
`
`-
`
`-
`
`-
`
`-
`
`-
`
`-
`
`> I
`
`1130
`
`A
`
`DAT ABASE TO GET RECIPIENT INFO S P
`
`MATCH STREET ADDRESS TO ADDRESS IN RECIPIENT
`
`GEOGRAPHIC DATABASE TO GET STREET ADDRESS
`MATCH CALL ORIGIN COORDINATES TO ORIGINS IN
`
`I
`I
`I
`I
`I
`
`DATABASES TO GET
`
`RECIPIENT
`
`I I I RECIPIENT .... 1-NF_o_-s_p·---rl---,--+-------------1
`I O
`I
`-t I
`I ~ PHONE #s IN PSTN & I
`I ~ l MATCH ANI TO
`2 1.------lL-.....<---. I
`I rri I
`11 so I
`I ~ I
`I
`I ~ I
`I
`--,
`r-
`
`

`

`J0~Jl?d ·s·n
`
`000,'8,.AON
`
`f;l JO '71 1aaqs
`
`LZL'tSI'9
`
`START
`
`-----~
`
`119
`
`Mark Record Complete
`
`., Enter Task Codes in Record in Report
`
`(')
`
`~ ....
`m
`;o
`C
`G)
`"Tl
`
`11188
`I
`
`~186
`
`I
`I
`I
`I
`I
`I
`I
`I
`I
`I
`I
`I
`I
`
`YiS
`
`1178
`
`1176
`
`1170
`
`)
`
`( a
`
`1-. J
`I ~ I
`Ii I
`I l I
`I! I
`I! I
`I g, I
`r'7
`I
`I
`I
`I
`I
`I
`--------1
`
`Enter Current Time in Arrival Time Field
`
`Enter Client -Recipient-Employer Info.
`
`Create New Record rn Report
`
`Y!j:S
`
`

`

`1
`VISIT VERIFICATION
`
`6,154,727
`
`2
`caller/client. T he method also comprises the acts of receiv(cid:173)
`ing a biometric identifier and a client identifier from the
`caller/client and identifying the origin of the phone call.
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`FIG. 1 shows an environment for practicing the current
`invention.
`FIG. 2 is a block diagram of a computer configured to
`practice the current invention.
`FIG. 3 illustrates software modules associated with an
`embodiment of the current invention.
`FIGS. 4A-B illustrate a da ta structure for incoming
`packets from respectively a fixed and a cellular phone.
`FIG. 5 illustrates a data structure for a client databaw.
`FIG. 6 illustrates a data structure for a geometric param(cid:173)
`eter databa-;e.
`FIGS. 7A- B illustrate a data structures for respectively
`Telco fixed and cellular databases.
`FIG. 8 illustrate.<; a data structure for a recipient database.
`FIG. 9 illustrates a report generated according an embodi(cid:173)
`ment of the current invention.
`FIGS. lOA-B illustrate alternate embodiments for locat(cid:173)
`ing the origin of a cellular call.
`FIGS. llA- C show the process flow associated with
`identifying a caller, a location of the caH, and the duration of
`the stay of the caller at the location according to an embodi(cid:173)
`ment of the current invention.
`
`10
`
`15
`
`BACKGROUND OF THE INVE NTION
`1. Field of Invention
`The invention relates to a system and method for tracking 5
`the activity of caller/clients visiting recipients, more
`particularly, the invention relates to a system and method for
`communicating with a remote caller/client and then identi(cid:173)
`fying the caller/client and the caller/client's location.
`2. Description of Related Art
`Many busines.5es provide products and services requiring
`that employees visit the recipienL5 of the products and
`services. For instance, many health care providers send
`nurse.s to the homes of patienL5. Similarly, parcel delivery
`services deliver parcel-; directly to businesses and individu(cid:173)
`als. These businesses will frequently benefit from tracking
`when their employees arrive at and depart from particular
`locations.
`U.S. Pat. No. 5,255,183 to Katz discloses a computer 20
`system for recording remotely, through a telephone network,
`the arrival and departure times of field based employees at
`various work sites. The system detecL5 from a calling
`employee automatic number identification data (ANI) and
`further accepts personal identification codes from the caller. 25
`The ANI is used to identify the calling telephone.
`Personal identification codes which are manually entered
`into a keypad can be entered by any individual. Accordingly,
`mere receipt of a manually entered personal identification
`code does not assure that the person entering the personal 30
`identification code is the person assigned to the personal
`identification code.
`An ANI identifies the phone which made an incoming
`call. W hen the phone is a s tandard land line phone, the
`phone identity can be used to identify the address where the 35
`phone is located. However, if the phone used to make the
`incoming call is a cellular phone, the ANI alone cannot be
`used to determine the location of the phone.
`A system and method for monitoring caller/clients is
`needed which can accurately identify the caller/client mak- 40
`ing the phone call and can identify the location of the phone
`call when the phone call is placed from a cellular phone.
`SUMMARY OF THE INVENTION
`A method for tracking a caller/client is disclosed. The
`method comprises the act of receiving a phone call from the
`caller/client. The method also comprises the act of receiving
`from the caller/client, a biometric identifier resulting from a
`unique physiological characteristic of the caller. The method
`further comprises the act of comparing the biometric iden(cid:173)
`tifier with a client database correlating clients wit h their
`physiological characteristics. The method also comprises the
`act of selecting which of the physiological characteristics in
`the client database corresponds to the caller/client identifier
`to identify the client.
`A method for tracking client5 is also disclosed. The
`method comprises the act of receiving a cellular phone call
`from a caller. The method al-;o comprises the acL5 of iden(cid:173)
`tifying a caller/client geographic location of the phone call
`and comparing the caller/client geographic location with a
`database correlating addresses with geographic locations.
`The method further comprises the act of selecting from
`among the geographic locations included in the database the
`geographic location correlated with the caller/client geo(cid:173)
`graphic location to obtain aa address.
`A method for tracking a caller/client is disclosed. The
`method comprises the act of receiving a phone call from a
`
`DETAILED DESCRIPTION OF THE DRAWINGS
`The invention relates to a system and method for tracking
`caller/clients as they vi'>it the locations of various recipient<;.
`Caller/clients have access to telephones and identification
`devices which the caller/client can use to communicate with
`a remote computer. The computer uses information received
`during the communication to identify and authenticate the
`caller/client making the communication and the location of
`the caller/client.
`Caller/clienL<; can use the telephones and identification
`device to communicate identifiers which are unique to the
`client to the computer. T he identifiers can result from some
`unique physiological characteristic of the client. For
`45 instance, the client can use a telephone to transmit a voice
`print. Similarly, the client can use an identification device to
`transmit a finger print or a retina print. T he computer can use
`these identifiers to identify the client. Because each of these
`identifiers results from a physiological characteristic which
`50 is unique to the client, the system as.-;ures that the identified
`client is the client ma1."ing the communication.
`The system can include logic for identifying the address
`of a cellular phone at the time a phone call ic; placed. T he
`logic does not require an automatic number identification
`55 (ANI) . In fact, the ANI of a cellular phone may not provide
`any location information because the phone itself i5 mobile.
`Instead the logic uses information provided by the cellular
`carrier to identify the origin of the call with regard to the cell
`stations receiving the call. Accordingly, the client can be
`60 tracked when the client is using a cellular phone to com(cid:173)
`municate with the computer.
`FIG. l illustrates a system for use of the present invention.
`The system includes a public switched telephone network
`(PSTN) for interfacing a computer 120 with cellular phone
`65 l12 and/or a standard plain old telephone service (POTS)
`phone 114. T he PSTN includes wired segment-; 118A and
`wirele.-;s segmenL5 ll8B. The wired segment includes central
`
`

`

`6,154,727
`
`10
`
`15
`
`5
`
`3
`offices 130A- B connected over a digital backbone 124C
`such as the integrated services digital network (ISDN).
`Central office 130B is connected by modem link 132 to
`computer 120. Central office 130A is connected by analog
`subscriber line 124A to fixed phone 114 located at call site
`150A. The wireless segment 118B includes a plurality of
`cells 128A-B each represented by a transceiver. Each of the
`cells is connected by a wired/wireless link 124B to central
`office 130A. Communications between cellular phone 112 at
`call site 150B and computer 120 are made across both wired
`and wireless segments of the PSTN. Either the fixed or
`cellular phone may provide an identification device. Bio(cid:173)
`metric input device 116 is shown connected to fixed phone
`114.
`The computer 120 includes a timer 138 and a storage
`device 136. The storage device includes reports 122, data(cid:173)
`bases 134, and program code 146 for implementing pro(cid:173)
`cesses 140. The reports may include payroll reports. The
`databases may include employee biological parameters,
`geographic data, and payroll information.
`The computer implements processes 140 for determining
`on the basis of information from a packet 144 received from
`the client: who called, when they called, where they called
`from, what they did when they were at the location, and bow
`long they were at the location. Caller/clients llOA-B are
`shown with their respective unique biometric parameters
`142A-B. Each of the clients has a unique biometric param(cid:173)
`eter. TI1e biometric parameters may include for example,
`voice print, finger print, iris print, etc.
`Biometric input device 116 allows a client to enter bio(cid:173)
`metric parameters other than voice. For instance, the iden(cid:173)
`tification device can be used to electronically transmit
`information concerning the client's fingerprints and/or iris
`print. The identification devices can be included directly on
`the phones 112-114 or included in a base station included at
`the recipient's location. The identification device can aLc;o be
`carried by the clients ll0A- B and include an interface
`which allows the identification device to communicate with
`the PSTN 118A or 118B.
`In operation, the caller/clients ll0A/B place a call upon
`arrival at the respective call sites 150A- B. The call site may
`be the home of a person who is ill or disabled and who is
`receiving a visit from a nurse. Alternately, the client llOAor
`110B may be at the job site for a sales call, repair or for
`delivery of goods. Accordingly, the recipient can be an
`individual such as a patient, or a business such as a vendor.
`When the client arrives at the site they call a number
`corresponding to computer 120. The computer answers the
`call and receive.s the packets 144 (See FIGS. 4A- B) from the
`client.
`The packets 144 contains infom1ation concerning the
`location of the clients llOA- B, the identity of the clients,
`whether the client HOA or 110B is arriving at or departing
`from the location and what tasks were performed during the
`time the client spent at the location. The system can be
`customized to provide additional information as desired by
`employers of the clients, or by the system administrators.
`The computer processes 140 combine the information in the
`packets with databases 134 to produce reports 122.
`The reports 122 (See FIG. 9) may list the activity of the
`client by location, by recipient, by type of activity, and by
`duration of activity. In an embodiment of the invention the
`reports may be daily logs, which list the arrival and depar(cid:173)
`ture times of various clients llOAor 110B, of one or several 65
`different companies or divisions, at one more locations.
`Where a schedule database is provided, the reports may also
`
`4
`list which of clients llOA- B were expected to but did not
`show up at, or spend the proper amount of time al a job site.
`Alternately, the reports may list the work site address, each
`employee's name, number, employment category, treatment
`type, etc. The reports 122 can be printed or transmitted to a
`remote location. The reports may include payroll reports.
`Alternately, the reports may be invoices to the recipient of
`the clients services. The reports 122 may be supplied to the
`client's employer so the employer can track the deliveries of
`the client 110 or the amount of time the client 110 spends
`with particular recipients. The employer can use the reports
`for payroll and/or for billing purposes. For instance, the
`recipient can be charged based on the amount of time the
`client spent with the recipient or based on the number of
`tasks the client performed while visiting the recipient.
`FIG. 2 shows details of computer 120. The computer
`includes a central processing unit (CPU) 210, general Input/
`Output (1/0) circuitry 212, a modem 214 and a volatile
`memory 216. The modem is coupled to the wired network
`118A (See FIG. 1) over modem line 132. The modem
`20 communicates with the general 1/0 circuitry. The general
`1/0 circuitry also communicates with the computer keyboard
`and with other standard computer peripherals. The general
`1/0 circuitry also communicates with storage device 136.
`The CPU is coupled both to the general 1/0 circuitry, as well
`25 as to the volatile memory 216. The volatile memory is
`utilized during execution of the program code 146. The
`program consists of computer instructions for implementing
`the computer processes shown in the following FIGS.
`llA- C. The program code 146 also includes instructions for
`30 communicating with standard, off the shelf application pro(cid:173)
`grams available from various vendors, for example, appli(cid:173)
`cation programs which control the telephone 1/0 circuitry
`212 and data base handling software programs.
`Suitable modem 214 hardware includes, but is not limited
`35 to, one or more DIALOGIC 4XX, or 2XX multi-line voice
`communication system boards and DIALOGIC's MF
`daugbterboard and DIALOGIC's DTI 124. These boards are
`designed to operate with an IBM compatible line of personal
`computers, or similar computer systems, and are available
`40 from the Dialogic Corporation of Parsippany, N.J. The
`DIALOGIC 4XX and 2XX multi-line voice communication
`system boards relieve a system designer from the tasks of
`having to freshly design various software and hardware for
`communicating over telephone lines. These boards are
`45 capable of handling multiple tasks simultaneously, i.e.,
`simultaneously receiving and processing information from a
`number of telephones. A description of the DIALOGIC
`telephone and voice communication hardware and software
`including its Voice Communications System, Multi-Line,
`50 Digital Telephoning Interface, and MF Interface boards is
`contained in DIALOGIC data sheets which can be obtained
`by dialing 201-334-8450 or writing lo Dialogic Corporation,
`300 Littletown Road, Parsippany, N.J. 07054. These data
`sheets are incorporated by reference as if fully set forth
`55 herein. Suitable software for use with the invention includes,
`but is not limited to Vbase/40, which is also available from
`the Dialogic Corporation and has been used in conjunction
`with the aforementioned DIALOGIC/40 hardware.
`FIG. 3 shows an embodiment of the software modules
`60 associated with processes 140 (See FIG. 1). Telephone
`communication module 310, client identification module
`312, location identification module 314, arrival and depar(cid:173)
`ture identification module 316, time and date stamping
`module 318, and report generation module 320 are shown.
`The modules are shown coupled in serial order. As will be
`obvious to those skilled in the art, the modules may be
`executed serially in several arrangements or in parallel.
`
`

`

`6,154,727
`
`5
`The telecommunication module 310 is coupled to the
`PSTN to receive packets 144 in the incoming phone call
`from either of clients ll0A- B (See FIG. 1) . The telephone
`communication module 310 initializes the modem 214 to
`enable telephone communications. Incoming packets 144
`are presented by the telecommunication module to the client
`identification module 312. The client identification module
`312 identifies the client ll0A/B which is calling. The client
`identification module interfaces with a client database 134A
`(See FIG. 1) to match a client biometric parameter, e.g. voice
`(see FIG. 5, Ref. 142 NB) with a corresponding biometric
`parameter, e.g. a voice print, in the client parameter data(cid:173)
`base. Associated with each voice print is a corresponding
`client identifier, and other relevant client information (See
`FIG. 5).
`The location module may interface with the geographic
`database 134B (See FIG. 6), the PSTN database 134C (See
`FIGS. 7A- B), and the recipient database 134D (See FIG. 8)
`to obtain the location of the client. The location of the client
`may be in the form of a recipients address, a street add ress,
`a longitude and latitude, etc. The arrival and departure
`module 316 determines whether the clients ll0N B are
`arriving at or departing from the recipient's address. The
`time and date stamping module 318 determines the time of
`the phone call and correlates that with the client identity and
`location.
`The report generation module 320 creates the reports 122
`which may include for example: payroll reports, time and
`attendance reports, invoices and exception reports. Excep(cid:173)
`tion reports include for example, reports as to those calls not
`authenticated, or calls without a complementary arrival or
`departure entry. Exception reports can also include reports
`which list those records for which the task codes entered
`seem inappropriate and possibly fradulent. For example
`computer 120 bas access to a database 134 which lists for
`each task code an estimated time to perform then the
`estimated time to perform can be compared to the duration
`of the visit at the call site. If the time at the call site is much
`Jess than the estimated time to perform then the record can
`be placed in the exception report for further investigation.
`Thus an exception report can be used to control cost over(cid:173)
`runs. The report generation module interfaces with the
`client, PSTN and recipient databases. It may also interface
`with additional databases containing for example client
`wage rates and federal state and local tax information.
`FIGS. 4-8 illustrate the data structures for a plurality of
`databases stored in the volatile memory 216. These data(cid:173)
`bases can be modified by the computer 120, or can be
`administratively modified through use of a keyboard.
`FIGS. 4A- B illustrates an embodiment of the contents of
`respectively a fixed/standard phone packet and a mobile/
`cellular phone packet. The information received need not
`adhere to a rigid structure, nor include each and every field
`to be discussed. The information shown in FIGS. 4A- B is
`received by the computer 120 when answering an incoming
`phone call. The received information data structure of packet
`144A for a fixed phone 114 (See FIG. 1) includes a site
`specific ANI field 412A, a client identifier field 416, a
`biometric identifier 418, an arrival or departure indicator
`field 420 and a task code field 422. The site specific ANI
`field 412A may contain the phone number of lbe caller. In
`lbe case of a fixed phone this will correlate with the
`recipient's address, and is therefore site specific. The iden(cid:173)
`tifier field 416 may include information in the form of a
`numeric sequence entered by touch tone to identify the
`caller. The numeric sequence need not be entered by touch
`tone only. Instead the user can be prompted by processes 140
`
`6
`(See FIG. 1) to vocalize the numeric sequence which will be
`processed and converted to numbers by voice recognition
`processes. Alternately, the first client identifier may be a
`numeric sequence corresponding to the clients employer. In
`5 another embodiment, the first client identifier may be a
`unique tone generated audibly by a "whistle" possessed by
`the client and placed up to the microphone of the phone. This
`whistle could include pitch, tone, and sequence to uniquely,
`audibly identify the client. Of course the problem with the
`10 first client identifier, is that it does not authenticate the
`clients identity. Anyone in possession of the whistle or the
`employer's name/code or the employee's name or code can
`input the code by touch tone pad or audibly and thus
`generate a false attendance record in the computer. In
`15 another embodiment the first client identifier is not required
`at all. Instead the biometric identifier is used to identify the
`caller/client.
`To authenticate a client's identity the biometric identifier
`418 is provided. This field contains information unique to
`20 the client such as voice print, thumb print and iris print. In
`the case of a voice print, no separate field per se is present
`in the incoming packet 144A Instead, a sample of the
`client's speech is obtained during the call session and turned
`into a voice print for comparison with the voice prints in the
`25 client database to find a match. (See FIG. 5). Voice prints
`may be obtained by we