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US5822416A Expired / Lapsed US ⏱️ 0.0 years remaining

System and method for real-time screening and routing of telephone calls

Assignee: Avaya Inc
•
Filing: 1996-03-04
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Granted: 1998-10-13
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Expires: 2016-03-04
📄 Original PDF 🌐 Google Patents

Abstract

Abstract The disclosed invention provides system and method for real-time screening and routing of incoming telephone calls. The invention provides a method of automatically routing incoming telephone calls to either internal phone call processing resources or to destination parties (system users) as defined by the individual destination parties. Dynamic extensions are assigned by a system user on demand from a pool of unassigned extensions, which are generated by an autoattendant telephone call routing system. As a dynamic extension is assigned to a particular caller, identification attributes are input into the system, which may include calling party identification information supplied by the source carrier of the calling party. The system then tags the assigned extension with the identifying information. Such tags are subsequently used by the system to classify the caller when the caller accesses internal call processing resources. The tags may also be provided to the destination party via an asynchronous notification means on the destination party's associated computer terminal or networked personal computer (PC). This allows the destination party to identify a caller and instruct the telephone routing system to further control the routing of a telephone call in real time.

Inventors

  • 👤 Anthony John Goodacre
  • 👤 John Hoyt Prisock

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-11-06 17:44
CPC Classifications
H; H04; H04M; H04M3/00; H04M3/42; H04M3/436; H04M1/00; H04M1/66; H04M1/663

Claims Analysis

Total Claims: 55
Claim 1
Independent Claim 191 words
A system for real-time screening and routing of incoming telephone calls, comprising a telephony switching apparatus, an autoattendent system, an auxiliary telephony resource interface, at least one destination party fixed, physical telephone extension and a dynamic extension system, said dynamic extension system comprising a call routing logic subsystem and at least one destination party call routing command module, said telephone switching apparatus configured to direct all incoming telephone calls to said autoattendant, said autoattendant answering each of said incoming calls, determining a destination telephone number entered by a calling party and routing said destination telephone number to said call routing logic subsystem, said routing logic subsystem being user-configurable to provide calling party-specific routing instructions to said autoattendant to route said answered calls in accordance with the user configuration associated with said destination telephone number without notifying an incoming caller of any destination party interaction wherein said call routing logic subsystem is responsive to said destination telephone number entered by said calling party comrpising a pre-assigned dynamic extension number, which is assigned to a specific calling party by a destination party on demand from a central pool of assignable dynamic extension numbers.
Claim 2
Independent Claim 191 words
A system for real-time screening and routing of incoming telephone calls, comprising a telephony switching apparatus, an autoattendent system, an auxiliary telephony resource interface, at least one destination party fixed, physical telephone extension and a dynamic extension system, said dynamic extension system comprising a call routing logic subsystem and at least one destination party call routing command module, said telephone switching apparatus configured to direct all incoming telephone calls to said autoattendant, said autoattendant answering each of said incoming calls, determining a destination telephone number entered by a calling party and routing said destination telephone number to said call routing logic subsystem, said routing logic subsystem being user-configurable to provide calling party-specific routing instructions to said autoattendant to route said answered calls in accordance with the user configuration associated with said destination telephone number without notifying an incoming caller of any destination party interaction wherein said call routing logic subsystem is responsive to said destination telephone number entered by said calling party comrpising a pre-assigned dynamic extension number, which is assigned to a specific calling party by a destination party on demand from a central pool of assignable dynamic extension numbers.
Claim 3
Dependent Claim 39 words
The system for real-time screening and routing of incoming telephone calls of claim 1 wherein said call routing logic subsystem is responsive to a plurality of assigned dynamic extension numbers assigned by said destination party to different calling parties.
Claim 4
Dependent Claim 30 words
The system for real-time screening and routing of incoming telephone calls of claim 2 wherein said call routing logic subsystem responds to said dynamic extensions for predetermined periods of time.
Claim 5
Dependent Claim 48 words
The system for real-time screening and routing of incoming telephone calls of claim 1 wherein said call routing command module comprises an input device operable by a destination party to assign identifying information to said pre-assigned dynamic extension contemporaneously with said assignment to identify said specific calling party.
Claim 6
Dependent Claim 53 words
The system for real-time screening and routing of incoming telephone calls of claim 4 wherein said call routing command module further comprises a communication link coupled to a destination party's local computer terminal to notify said destination party that said specific calling, party has placed an incoming telephone call to said destination party.
Claim 7
Dependent Claim 57 words
The system for real-time screening, and routing of incoming telephone calls of claim 5 wherein said communication link comprises a visual display of said identifying information which has been pre-assigned to said specific calling party by said destination party, thus allowing said destination party to positively identify said calling party prior to answering said incoming telephone call.
Claim 8
Dependent Claim 45 words
The system for real-time screening and routing of incoming telephone calls of claim 5 wherein said call routing command module operates to provide real-time control of said incoming telephone call by said destination party by selecting one of a plurality of destination party-defined routing options.
Claim 9
Dependent Claim 58 words
The system for real-time screening and routing of incoming telephone calls of claim 7 wherein said destination party-defined routing options includes said call routing logic subsystem routing said incoming call to a voice messaging system and routing said incoming call to said destination party's physical telephone extension so that said destination party may personally answer said incoming call.
Claim 10
Dependent Claim 46 words
The system for real-time screening and routing of incoming telephone calls of claim 5 wherein said destination party call routing command module further comprises a destination party-controllable recording system to record, and play back conversations and to deliver unique voice messages tagged to specific dynamic extensions.
Claim 11
Dependent Claim 34 words
The system for real-time screening and routing of incoming telephone calls of claim 9 wherein said recording system is destination party-configurable to record a conversation and store said recording in a voice mail system.
Claim 12
Dependent Claim 35 words
The system for real-time screening and routing of incoming telephone calls of claim 9 wherein said unique voice messages comprise individualized greetings, which are tagged to specified dynamic extensions and played by said recording system.
Claim 13
Dependent Claim 64 words
The system for real-time screening and routing of incoming telephone calls of claim 9 wherein said recording system permits unique voice messages comprising customized messages, pre-recorded by said destination party and tagged to a specific calling party so that said recording system can deliver important information to said calling party without the need for said destination party to speak directly to said calling party.
Claim 14
Independent Claim 183 words
A method for real time screening and routing of incoming telephone calls comprising the steps of: associating a unique dynamic extension number with a specific incoming caller prior to the initiation of an incoming call; responding to an extension number entered by said incoming caller; comparing said caller-entered extension number with a fixed extension look-up table to determine whether said caller-entered extension number matches a fixed, physical extension number in said fixed extension look-up table; tagging said incoming call with attributes that describe the calling party as unknown if said caller-entered extension number is in said fixed extension look-up table; if said caller-entered extension number is not in said fixed extension look-up table, comparing said caller-entered extension number to a user maintained dynamic extension look-up table to determine if said caller-entered extension number matches said associated dynamic extension number; tagging said incoming call with identification and routing action tags pre-assigned to said associated dynamic extension number by a system user if said caller-entered extension number matches said associated dynamic extension number; and routing said incoming call in accordance with said routing action tags.
Claim 15
Independent Claim 183 words
A method for real time screening and routing of incoming telephone calls comprising the steps of: associating a unique dynamic extension number with a specific incoming caller prior to the initiation of an incoming call; responding to an extension number entered by said incoming caller; comparing said caller-entered extension number with a fixed extension look-up table to determine whether said caller-entered extension number matches a fixed, physical extension number in said fixed extension look-up table; tagging said incoming call with attributes that describe the calling party as unknown if said caller-entered extension number is in said fixed extension look-up table; if said caller-entered extension number is not in said fixed extension look-up table, comparing said caller-entered extension number to a user maintained dynamic extension look-up table to determine if said caller-entered extension number matches said associated dynamic extension number; tagging said incoming call with identification and routing action tags pre-assigned to said associated dynamic extension number by a system user if said caller-entered extension number matches said associated dynamic extension number; and routing said incoming call in accordance with said routing action tags.
Claim 16
Dependent Claim 43 words
The method for real-time screening and routing of incoming telephone calls of claim 13, further comprising the step of notifying a destination party that a specific calling party has placed an incoming telephone call to said destination party by displaying said identifying information.
Claim 17
Dependent Claim 40 words
The a method for real-time screening and routing of incoming telephone calls of claim 14, further comprising the step of sensing said destination party selection of one of a plurality of user-directed options upon being notified of said incoming call.
Claim 18
Dependent Claim 77 words
The method for real-time screening and routing of incoming telephone calls of claim 15, wherein said plurality of user-directed options comprise directing said incoming call to said destination party's fixed physical extension so that said destination party may answer said incoming call and speak directly to a calling party, placing said incoming call on hold, or activating a conference system, which may provide an individualized greeting and deliver an individualized message or information to said calling party.
Claim 19
Independent Claim 172 words
A system for processing incoming telephone calls, the system comprising: a telephone switching apparatus configured to receive and route the incoming telephone calls; a physical telephone device coupled to said switching apparatus and operable by a user of the system to receive the incoming telephone call, said telephone device being associated with a fixed telephone extension number wherein said telephone switching apparatus routes the incoming telephone call to said telephone device if the incoming call is directed to said fixed telephone extension number; an auxiliary telephone interface coupled to said switching apparatus and operable by a user of the system to receive the incoming telephone call; and a data structure to store a dynamic telephone extension number provided by the user of the system to a potential caller and user-selected routing instructions associated with said dynamic telephone extension number, said telephone switching apparatus routing the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if said incoming call is directed to said dynamic extension number.
Claim 20
Independent Claim 172 words
A system for processing incoming telephone calls, the system comprising: a telephone switching apparatus configured to receive and route the incoming telephone calls; a physical telephone device coupled to said switching apparatus and operable by a user of the system to receive the incoming telephone call, said telephone device being associated with a fixed telephone extension number wherein said telephone switching apparatus routes the incoming telephone call to said telephone device if the incoming call is directed to said fixed telephone extension number; an auxiliary telephone interface coupled to said switching apparatus and operable by a user of the system to receive the incoming telephone call; and a data structure to store a dynamic telephone extension number provided by the user of the system to a potential caller and user-selected routing instructions associated with said dynamic telephone extension number, said telephone switching apparatus routing the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if said incoming call is directed to said dynamic extension number.
Claim 21
Dependent Claim 40 words
The system of claim 17 wherein said telephone switching apparatus routes the incoming call to said telephone device if said user-selected routing instructions associated with said dynamic extension number include instructions to route the incoming call to said telephone device.
Claim 22
Dependent Claim 106 words
The system of claim 17, further including a message notification system to notify the user that the incoming call has been received and a user input device to select among a plurality of call routing options in real-time when said message notification system notifies the user that the incoming call has been received, said user input device operable by the user to select one of said plurality of options comprising routing the incoming call to said telephone device, routing the incoming call to said auxiliary telephone interface, placing the incoming call on hold, and activating a recording system to provide an individualized message to the caller.
Claim 23
Dependent Claim 15 words
The system of claim 19 wherein said individualized message is a greeting for the caller.
Claim 24
Dependent Claim 46 words
The system of claim 17 wherein said telephone switching apparatus routes the incoming call to said auxiliary telephone interface if said user-selected routing instructions associated with said dynamic extension number used by the caller include instructions to route the incoming call to said auxiliary telephone interface.
Claim 25
Dependent Claim 21 words
The system of claim 17 wherein said telephone switching apparatus responds temporarily to said dynamic extension number used by the caller.
Claim 26
Dependent Claim 26 words
The system of claim 20 wherein said telephone switching apparatus responds to said dynamic extension number used by the caller for a predetermined period of time.
Claim 27
Dependent Claim 30 words
The system of claim 20 wherein said telephone switching apparatus responds to said dynamic extension number used by the caller for a predetermined number of incoming calls by the caller.
Claim 28
Independent Claim 196 words
A system for processing an incoming telephone call using a telephone switching apparatus, the switching apparatus being coupled to a physical telephone operable by a user of the system to receive the incoming telephone call and associated with a fixed telephone extension number, the system comprising: a call routing processor coupled to the switching apparatus to provide routing instructions to the switching apparatus, said call routing processor instructing the telephone switching apparatus to route the incoming telephone call to the telephone device if the incoming call is directed to the fixed telephone extension number associated with the telephone device; an auxiliary telephone interface coupled to the switching apparatus and operable by a user of the system to receive the incoming telephone call; and a data structure to store a dynamic telephone extension number provided by the user of the system to a potential caller and to store user-selected routing instructions associated with said dynamic telephone extension number, said call routing processor instructing the telephone switching apparatus to route the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if the incoming call is directed to said dynamic extension number.
Claim 29
Independent Claim 196 words
A system for processing an incoming telephone call using a telephone switching apparatus, the switching apparatus being coupled to a physical telephone operable by a user of the system to receive the incoming telephone call and associated with a fixed telephone extension number, the system comprising: a call routing processor coupled to the switching apparatus to provide routing instructions to the switching apparatus, said call routing processor instructing the telephone switching apparatus to route the incoming telephone call to the telephone device if the incoming call is directed to the fixed telephone extension number associated with the telephone device; an auxiliary telephone interface coupled to the switching apparatus and operable by a user of the system to receive the incoming telephone call; and a data structure to store a dynamic telephone extension number provided by the user of the system to a potential caller and to store user-selected routing instructions associated with said dynamic telephone extension number, said call routing processor instructing the telephone switching apparatus to route the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if the incoming call is directed to said dynamic extension number.
Claim 30
Dependent Claim 98 words
The system of claim 25 for use with a computer used by the user of the system and coupled to said call routing processor wherein said data structure further includes caller identifying information entered by the user of the system and associated with said dynamic extension telephone number, said call routing processor further providing said caller identifying information associated with said dynamic extension number to the computer if the incoming call is directed to said dynamic extension number to thereby provide notification to the user that an incoming call directed to said dynamic extension number has been received.
Claim 31
Dependent Claim 66 words
The system of claim 25, further including a recording system coupled to said auxiliary telephone interface and operable by the user to pre-record a unique message associated with said dynamic telephone extension number, said recording system automatically playing back said pre-recorded message to the caller if the incoming call is directed to said dynamic extension number to thereby automatically provide a unique message for the caller.
Claim 32
Dependent Claim 27 words
The system of claim 27 wherein said recording system is configurable by the user to record a conversation and store said recording in a voice mail system.
Claim 33
Dependent Claim 16 words
The system of claim 28 wherein said unique message is an individualized greeting for the caller.
Claim 34
Dependent Claim 41 words
The system of claim 25 wherein said call routing processor instructs the telephone switching apparatus to route the incoming telephone call to the telephone device if said user-selected routing instructions include instructions to route the incoming call to the telephone device.
Claim 35
Dependent Claim 21 words
The system of claim 25 wherein said call routing processor responds temporarily to said dynamic extension number used by the caller.
Claim 36
Dependent Claim 26 words
The system of claim 31 wherein said call routing processor responds to said dynamic extension number used by the caller for a predetermined period of time.
Claim 37
Dependent Claim 30 words
The system of claim 31 wherein said call routing processor responds to said dynamic extension number used by the caller for a predetermined number of incoming calls by the caller.
Claim 38
Dependent Claim 106 words
The system of claim 25, further including a message notification system to notify the user that the incoming call has been received and a user input device to select among a plurality of call routing options in real-time when said message notification system notifies the user that the incoming call has been received, said user input device operable by the user to select one of said plurality of options comprising routing the incoming call to the telephone device, routing the incoming call to said auxiliary telephone interface, placing the incoming call on hold, and activating a recording system to provide an individualized message to the caller.
Claim 39
Dependent Claim 16 words
The system of claim 34 wherein said individualized message is an individualized greeting for the caller.
Claim 40
Independent Claim 154 words
A method for processing an incoming telephone call using a telephone switching apparatus, the switching apparatus being coupled to a physical telephone operable by a user of the system to receive the incoming telephone call and associated with a fixed telephone extension number, the method comprising the steps of: detecting an extension number associated with the incoming call; instructing the telephone switching apparatus to route the incoming telephone call to the telephone device if the incoming call is directed to the fixed telephone extension number associated with the telephone device; storing a dynamic telephone extension number provided by the user of the system to a potential caller; storing user-selected routing instructions associated with said dynamic telephone extension number; and instructing the telephone switching apparatus to route the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if the incoming call is directed to said dynamic extension number.
Claim 41
Independent Claim 154 words
A method for processing an incoming telephone call using a telephone switching apparatus, the switching apparatus being coupled to a physical telephone operable by a user of the system to receive the incoming telephone call and associated with a fixed telephone extension number, the method comprising the steps of: detecting an extension number associated with the incoming call; instructing the telephone switching apparatus to route the incoming telephone call to the telephone device if the incoming call is directed to the fixed telephone extension number associated with the telephone device; storing a dynamic telephone extension number provided by the user of the system to a potential caller; storing user-selected routing instructions associated with said dynamic telephone extension number; and instructing the telephone switching apparatus to route the incoming telephone call in accordance with said user-selected routing instructions associated with said dynamic extension number if the incoming call is directed to said dynamic extension number.
Claim 42
Dependent Claim 88 words
The method of claim 36 for use with a computer used by the user, the method further including the steps of: detecting user entry of caller identifying information; storing said user-entered caller identifying information in association with said dynamic extension telephone number; and providing said caller identifying information associated with said dynamic extension number to the computer if the incoming call is directed to said dynamic extension number to thereby provide notification to the user that an incoming call directed to said dynamic extension number has been received.
Claim 43
Dependent Claim 67 words
The method of claim 36, further including the steps of pre-recording a unique message; associating said pre-recorded message with said dynamic telephone extension number; storing said pre-recorded message in association with said dynamic telephone extension number; and automatically playing back said pre-recorded message to the caller if the incoming call is directed to said dynamic extension number to thereby automatically provide a unique message for the caller.
Claim 44
Dependent Claim 16 words
The method of claim 38 wherein said pre-recorded message is an individualized greeting for the caller.
Claim 45
Dependent Claim 25 words
The method of claim 38, further including the step of recording a conversation with the caller and storing said recording in a voice mail system.
Claim 46
Dependent Claim 51 words
The method of claim 36 wherein said step of instructing in accordance with said user-selected routing instructions provides instructions to the telephone switching apparat us to route the incoming telephone call to the telephone device if said user-selected routing instructions include instructions to route the incoming call to the telephone device.
Claim 47
Dependent Claim 57 words
The method of claim 36 wherein said step of instructing in accordance with said user-selected routing instructions provides instructions to the telephone switching apparatus to route the incoming telephone call to an auxiliary telephone interface coupled to the switching apparatus if said user-selected routing instructions include instructions to route the incoming call to said auxiliary telephone interface.
Claim 48
Dependent Claim 100 words
The method of claim 36, further including the steps of: notifying the user that the incoming call has been received; sensing user input to select among a plurality of call routing options in real-time when the user has been notified that the incoming call has been received, said plurality of options comprising routing the incoming call to the telephone device, routing the incoming call to said auxiliary telephone interface, placing the incoming call on hold, and activating a recording system to provide an individualized message to the caller; and processing the incoming call in accordance with said user-selected routing option.
Claim 49
Dependent Claim 16 words
The method of claim 43 wherein said individualized message is an individualized greeting for the caller.
Claim 50
Dependent Claim 28 words
The method of claim 36 wherein said step of instructing in accordance with said user-selected routing instructions responds temporarily to said dynamic extension number used by the caller.
Claim 51
Dependent Claim 33 words
The method of claim 45 wherein said step of instructing in accordance with said user-selected routing instructions responds to said dynamic extension number used by the caller for a predetermined period of time.
Claim 52
Dependent Claim 37 words
The method of claim 45 wherein said step of instructing in accordance with said user-selected routing instructions responds to said dynamic extension number used by the caller for a predetermined number of incoming calls by the caller.
Claim 53
Independent Claim 141 words
A system for real-time screening and routing of incoming telephone calls, the system comprising: a telephony switching apparatus to receive and route the incoming telephone calls based on extension numbers entered by callers; at least one destination party fixed, physical telephone extension, the telephony switching apparatus routing the incoming calls to the fixed extension if the caller-entered extension number corresponds to the fixed telephone extension; a pool of reusable dynamic extension numbers, selected ones of the dynamic extension numbers being provided to a user and selectively provided to callers by the user in advance of the switching apparatus receiving the incoming telephone calls from the callers; and a user-configurable call routing logic subsystem to provide calling party-specific routing instructions to the switching apparatus to route the incoming calls in accordance with the user configuration associated with the selected dynamic extension numbers.
Claim 54
Independent Claim 141 words
A system for real-time screening and routing of incoming telephone calls, the system comprising: a telephony switching apparatus to receive and route the incoming telephone calls based on extension numbers entered by callers; at least one destination party fixed, physical telephone extension, the telephony switching apparatus routing the incoming calls to the fixed extension if the caller-entered extension number corresponds to the fixed telephone extension; a pool of reusable dynamic extension numbers, selected ones of the dynamic extension numbers being provided to a user and selectively provided to callers by the user in advance of the switching apparatus receiving the incoming telephone calls from the callers; and a user-configurable call routing logic subsystem to provide calling party-specific routing instructions to the switching apparatus to route the incoming calls in accordance with the user configuration associated with the selected dynamic extension numbers.
Claim 55
Dependent Claim 39 words
The system of claim 48 wherein the call routing logic subsystem permits the release of a portion of the selected dynamic extension numbers to be returned to the central pool for reuse when no longer needed by the user.

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USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 2001-10-12 2002-04-13 2002-10-13 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 2005-10-12 2006-04-13 2006-10-13 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2009-10-12 2010-04-13 2010-10-13 $7700.00 Window Closed / Lapsed

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