Language selection

Search

Patent 2507152 Summary

Third-party information liability

Some of the information on this Web page has been provided by external sources. The Government of Canada is not responsible for the accuracy, reliability or currency of the information supplied by external sources. Users wishing to rely upon this information should consult directly with the source of the information. Content provided by external sources is not subject to official languages, privacy and accessibility requirements.

Claims and Abstract availability

Any discrepancies in the text and image of the Claims and Abstract are due to differing posting times. Text of the Claims and Abstract are posted:

  • At the time the application is open to public inspection;
  • At the time of issue of the patent (grant).
(12) Patent Application: (11) CA 2507152
(54) English Title: METHODS AND SYSTEMS FOR COMPUTER ENHANCED CONFERENCE CALLING
(54) French Title: PROCEDES ET SYSTEMES DE CONFERENCE TELEPHONIQUE INFORMATISEE
Status: Deemed Abandoned and Beyond the Period of Reinstatement - Pending Response to Notice of Disregarded Communication
Bibliographic Data
(51) International Patent Classification (IPC):
  • H4M 3/56 (2006.01)
  • H4L 12/16 (2006.01)
  • H4W 4/06 (2009.01)
(72) Inventors :
  • RAJAGOPALAN, MAHESH (United States of America)
  • ROBERTS, BRIAN F. (United States of America)
  • KUNUTURI, NAGENDRA (United States of America)
  • MAMBAKKAM, RAMKUMAR K. (United States of America)
(73) Owners :
  • VERIZON DATA SERVICES INC.
(71) Applicants :
  • VERIZON DATA SERVICES INC. (United States of America)
(74) Agent: R. WILLIAM WRAY & ASSOCIATES
(74) Associate agent:
(45) Issued:
(86) PCT Filing Date: 2003-11-25
(87) Open to Public Inspection: 2004-06-10
Examination requested: 2008-11-24
Availability of licence: N/A
Dedicated to the Public: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): Yes
(86) PCT Filing Number: PCT/US2003/037704
(87) International Publication Number: US2003037704
(85) National Entry: 2005-05-25

(30) Application Priority Data:
Application No. Country/Territory Date
60/428,704 (United States of America) 2002-11-25
60/436,018 (United States of America) 2002-12-26

Abstracts

English Abstract


Methods and systems (fig. 1, item 100) for establishing a computer-enhanced
conference call are disclosed. Methods and systems consistent with the present
invention establish a computer-enhanced conference call between a plurality of
users (Fig. 1, item 110), including an initiating user. A service center (Fig.
1, item 106) detects a computer-enhanced conference call event that was
previously configured by the initiating user. Conference users associated with
the computer-enhanced conference call event are thereafter contacted. After at
least one response from the conference users is received, a conference call
between the initiating user and the conference users is established based on
the at least one received response. The service center also establishes a
collaboration between the initiating user and conference users that are
authorized to participate in the collaboration.


French Abstract

L'invention concerne des procédés et des systèmes permettant d'établir une conférence téléphonique informatisée. Les procédés et systèmes de l'invention établissent une conférence téléphonique informatisée entre une pluralité d'utilisateurs, y compris un utilisateur qui a lancé la conférence. Un centre de services détecte un événement de conférence téléphonique informatisée précédemment configuré par l'utilisateur qui a lancé la conférence. Les utilisateurs de conférence associés à l'événement de conférence téléphonique informatisée sont ensuite contactés. Après réception d'au moins une réponse provenant des utilisateurs de conférence, une conférence téléphonique est établie entre l'utilisateur qui a lancé la conférence et les utilisateurs de conférence, en fonction de la ou des réponses reçues. Ledit centre de services établit également une collaboration entre l'utilisateur qui a lancé la conférence et les utilisateurs de conférence autorisés à participer à la collaboration.

Claims

Note: Claims are shown in the official language in which they were submitted.


42
WHAT IS CLAIMED IS:
1. A method for establishing a computer-enhanced conference
call between a plurality of users, comprising:
detecting a computer-enhanced conference call event that was
previously configured by an initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users;
establishing a conference call between the initiating user and the
conference users based on the at least one received response; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.
2. The method of claim 1, wherein detecting a computer-
enhanced conference call event comprises:
scanning a data structure for the computer-enhanced conference call
event.
3. The method of claim 2, wherein the data structure comprises a
calendar application associated with the initiating user.
4. The method of claim 1, wherein the computer-enhanced
conference call event comprises a trigger indicating a proposed computer-
enhanced conference call previously scheduled by the initiating user.
5. The method of claim 4, wherein the proposed computer-
enhanced conference call identifies the conference users and identifying
conference users comprises:
collecting identifiers for the conference users from a first data structure
corresponding to the computer-enhanced conference call event; and

43
collecting contact information for the conference users from a second
data structure based on the conference user identifiers.
6. The method of claim 5, wherein the first data structure
comprises a calendar application and the second data structure comprises an
address book listing at least the conference users and their corresponding
contact information.
7. The method of claim 1, wherein contacting the conference users
comprises:
collecting contact information associated with the conference users;
and
establishing a communication connection with the conference users
using the contact information.
8. The method of claim 7, wherein the contact information
comprises telephone numbers associated with the conference users and
establishing a communication connection comprises:
dialing out to conference users using telephone numbers
corresponding to the conference users.
9. The method of claim 1, wherein contacting the conference
users comprises:
sending notifications of a computer-enhanced conference call request
to the conference users.
10. The method of claim 9, wherein establishing a conference
call comprises:
connecting calls to devices of conference users based on responses to
the notifications.

44
11. The method of claim 10, wherein connecting comprises:
bridging calls to devices of the initiating user and conference users that
accepted the computer-enhanced conference call request so that the initiating
user and the conference users that accepted the computer-enhanced
conference call request may conduct a conference call; and
providing the initiating user with notification of any conference user that
declined the computer-enhanced conference call request.
12. The method of claim 11, comprising processing a
conference. user declining the computer-enhanced conference call request by
at least one of:
receiving a communication from a conference user to record a
message for subsequent play back to the initiating user;
receiving a communication declining the request without any further
processing by a conference user;
receiving a communication from a conference user to set an alternate
contact telephone number; and
receiving a communication from a conference user to set a period of
time in which the conference user is to be contacted again.
13. The method of claim 11, wherein at least one of the calls is
forwarded to a preferred device of one of the conference users.
14. The method of claim 9, wherein establishing a collaboration
comprises:
determining whether conference users that accept the computer-
enhanced conference call request are authorized to participate in the
collaboration; and
launching collaboration software corresponding to the initiating user

45
and authorized conference users so that the initiating users and authorized
conference users may participate in the collaboration.
15. The method of claim 9, wherein the sending comprises:
retrieving data corresponding to the conference users;
selecting devices associated with the conference users to receive the
notification based on the retrieved data; and
providing the notification to the selected devices for display on the
selected devices.
16. The method of claim 1, comprising receiving a designation,
from at least one of the conference users, of a preferred device to
participate
in the collaboration.
17. A method for establishing a computer-enhanced conference
call between a plurality of users, comprising:
detecting a computer-enhanced conference call event that was
previously configured by an initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users;
bridging calls to devices of the initiating user and the conference users
based on the at least one received response, wherein at least one of the calls
is forwarded to a preferred device of one of the conference users; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.
18. The method of claim 17, wherein detecting a computer-
enhanced conference call event comprises:

46
scanning a data structure for the computer-enhanced conference call
event.
19. The method of claim 13, wherein the data structure comprises a
calendar application associated with the initiating user.
20. The method of claim 17, wherein the computer-enhanced
conference call event comprises a trigger indicating a proposed computer-
enhanced conference call previously scheduled by the initiating user.
21. The method of claim 20, wherein the proposed computer-
enhanced conference call identifies the conference users and identifying
conference users includes:
collecting identifiers for the conference users from a first data structure
corresponding to the computer-enhanced conference call event; and
collecting contact information for the conference users from a second
data structure based on the conference user identifiers.
22. The method of claim 21, wherein the first data structure
comprises a calendar application and the second data structure comprises an
address book listing at least the conference users and their corresponding
contact information.
23. The method of claim 17, wherein contacting the conference
users comprises:
collecting contact information associated with the conference users;
and
establishing a communication connection with the conference users
using the contact information.

47
24. The method of claim 23, wherein the contact information
comprises telephone numbers associated with the conference users and
establishing a communication connection comprises:
dialing out to conference users using telephone numbers
corresponding to the conference users.
25. The method of claim 17, wherein contacting the conference
users comprises:
sending notifications of a computer-enhanced conference call request
to the conference users.
26. The method of claim 25, comprising processing a
conference user declining the computer-enhanced conference call request by
at least one of:
receiving a communication from a conference user to record a
message for subsequent play back to the initiating user;
receiving a communication declining the request without any further
processing by a conference user;
receiving a communication from a conference user to set an alternate
contact telephone number; and
receiving a communication from a conference user to set a period of
time in which the conference user is to be contacted again.
27. The method of claim 25, wherein establishing a collaboration
comprises:
determining whether conference users that accept the computer-
enhanced conference call request are authorised to participate in the
collaboration; and

48
launching collaboration software corresponding to the initiating user
and authorized conference users so that the initiating users and authorized
conference users may participate in the collaboration.
28. The method of claim 25, wherein the sending comprises:
retrieving data corresponding to the conference users;
selecting devices associated with the conference users to receive the
notification based on the retrieved data; and
providing the notification to the selected devices for display on the
selected devices.
29. The method of claim 17, comprising receiving a designation;
from at least one of the conference users, of a preferred device to
participate
in the collaboration.
30. A method for establishing a computer-enhanced conference
call, comprising:
receiving information pertaining to a computer-enhanced conference
call between a plurality of conference users, including an initiating user,
that
was setup by the initiating user;
sending a notification of a computer-enhanced conference call request
to a device associated with one of the plurality of conference users;
receiving a response to the notification;
establishing a conference call between the initiating user and the
conference users based on the response; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration based on the
response.

49
31. An apparatus for establishing a computer-enhanced
conference call between a plurality of users, including an initiating user,
comprising:
means for detecting a computer-enhanced conference call event that
was previously configured by the initiating user;
means for contacting conference users associated with the computer-
enhanced conference call event;
means for receiving at least one response from the conference users
means for establishing a conference call between the initiating user
and the conference users based on the at least one received response; and
means for establishing a collaboration between the initiating user and
conference users that are authorized to participate in the collaboration.
32. The apparatus of claim 31, wherein the means for detecting
a computer-enhanced conference call event comprises:
means for scanning a data structure for the computer-enhanced
conference call event.
33. The apparatus of claim 32, wherein the data structure
comprises a calendar application associated with the initiating user.
34. The apparatus of claim 31, wherein the computer-enhanced
conference call event comprises a trigger indicating a proposed computer-
enhanced conference call previously scheduled by the initiating user.
35. The apparatus of claim 34, wherein the proposed computer-
enhanced conference call identifies the conference users and means for
identifying conference users comprises:

50
means for collecting identifiers for the conference users from a first
data structure corresponding to the computer-enhanced conference call
event; and
means for collecting contact information for the conference users from
a second data structure based on the conference user identifiers.
36. The apparatus of claim 35, wherein the first data structure
comprises a calendar application and the second data structure comprises an
address book listing at least the conference users and their corresponding
contact information.
37. The apparatus of claim 31, wherein the means for contacting
the conference users comprises:
means for collecting contact information associated with the
conference users; and
means for establishing a communication connection with the
conference users using the contact information.
38. The apparatus of claim 37, wherein the contact information
comprises telephone numbers associated with the conference users and the
means for establishing a communication connection comprises:
means for dialing out to conference users using telephone numbers
corresponding to the conference users.
39. The apparatus of claim 31, wherein the means for contacting
the conference users comprises:
means for sending notifications of a computer-enhanced conference
call request to the conference users.

51
40. The apparatus of claim 39, wherein the means for
establishing a conference call comprises:
means for connecting calls to devices of conference users based on
responses to the notifications.
41. The apparatus of claim 40, wherein the means for
connecting comprises:
means for bridging calls to devices of the initiating user and conference
users that accepted the computer-enhanced conference call request so that
the initiating user and the conference users that accepted the computer-
enhanced conference call request may conduct a conference call; and
means for providing the initiating user with notification of any
conference user that declined the computer-enhanced conference call
request.
42. The apparatus of claim 41, wherein conference users that
decline the computer-enhanced conference call request may decline the
request by selecting at least one of:
allowing a conference user to record a message for subsequent play
back to the initiating user;
declining the request without any further processing by a conference
user;
allowing a conference user to set an alternate contact telephone
number; and
allowing the conference user to set a period of time in which the
conference user is to be contacted again.
43. The apparatus of claim 42, wherein at least one of the calls
is forwarded to a preferred device of one of the conference users.

52
44. The apparatus of claim 39, wherein the means for
establishing a collaboration comprises:
means for determining whether conference users that accept the
computer-enhanced conference call request are authorized to participate in
the collaboration; and
means for launching collaboration software corresponding to the
initiating user and authorized conference users so that the initiating users
and
authorized conference users may participate in the collaboration.
45. The apparatus of claims 39, wherein the means for sending
comprises:
means for retrieving data corresponding to the conference users;
means for selecting devices associated with the conference users to
receive the notification based on the retrieved data; and
means for providing the notification to the selected devices for display
on the selected devices.
46. The apparatus of claim 31, comprising means for receiving a
designation, from at least one of the conference users, of a preferred device
to participate in the collaboration.
47. An apparatus for establishing a computer-enhanced
conference call between a plurality of users, comprising:
means for detecting a computer-enhanced conference call event that
was previously configured by an initiating user;
means for contacting conference users associated with the computer-
enhanced conference call event;
means for receiving at least one response from the conference users;
means for bridging calls to devices of the initiating user and the
conference users based on the at least one received response, wherein at

53
least one of the calls is forwarded to a preferred device of one of the
conference users; and
means for establishing a collaboration between the initiating user and
conference users that are authorized to participate in the collaboration.
48. The apparatus of claim 47, wherein the means for detecting
a computer-enhanced conference call event comprises:
means for scanning a data structure for the computer-enhanced
conference call event.
49. The apparatus of claim 43, wherein the data structure
comprises a calendar application associated with the initiating user.
50. The apparatus of claim 47, wherein the computer-enhanced
conference call event comprises a trigger indicating a proposed computer-
enhanced conference call previously scheduled by the initiating user.
51. The apparatus of claim 50, wherein the proposed computer-
enhanced conference call identifies the conference users and means for
identifying conference users includes:
means for collecting identifiers for the conference users from a first
data structure corresponding to the computer-enhanced conference call
event; and
means for collecting contact information for the conference users from
a second data structure based on the conference user identifiers.
52. The apparatus of claim 51, wherein the first data structure
comprises a calendar application and the second data structure comprises an
address book listing at least the conference users and their corresponding
contact information.

54
53. The apparatus of claim 47, wherein the means for contacting
the conference users comprises:
means for collecting contact information associated with the
conference users; and
means for establishing a communication connection with the
conference users using the contact information.
54. The apparatus of claim 53, wherein the contact information
comprises telephone numbers associated with the conference users and the
means for establishing a communication connection comprises:
means for dialing out to conference users using telephone numbers
corresponding to the conference users.
55. The apparatus of claim 47, wherein the means for contacting
the conference users comprises:
means for sending notifications of a computer-enhanced conference
call request the conference users.
56. The apparatus of claim 55, wherein conference users that
decline the computer-enhanced conference call request may decline the
request by selecting at least one of:
allowing a conference user to record a message for subsequent play
back to the initiating user;
declining the request without any further processing by a conference
user;
allowing a conference user to set an alternate contact telephone
number; and
allowing the conference user to set a period of time in which the
conference user is to be contacted again.

55
57. The apparatus of claim 55, wherein the means for
establishing a collaboration comprises:
means for determining whether conference users that accept the
computer-enhanced conference call request are authorized to participate in
the collaboration; and
means for launching collaboration software corresponding to the
initiating user and authorized conference users so that the initiating users
and
authorized conference users may participate in the collaboration.
58. The apparatus of claim 55, wherein the means for sending
comprises:
means for retrieving data corresponding to the conference users;
means for selecting devices associated with the conference users to
receive the notification based on the retrieved data; and
means for providing the notification to the selected devices for display
on the selected devices.
59. The apparatus of claim 47, comprising means for receiving a
designation, from at least one of the conference users, of a preferred device
to participate in the collaboration.
60. An apparatus for establishing a computer-enhanced
conference call, comprising:
means for receiving information pertaining to a computer-enhanced
conference call between a plurality of conference users, including an
initiating
user, that was setup by the initiating user;
means for sending a notification of a computer-enhanced conference
call request to a device associated with one of the plurality of conference
users;

56
means for receiving a response to the notification;
means for establishing a conference call between the initiating us
and conference users based on the response; and
means for establishing a collaboration between the initiating user
conference users that are authorized to participate in the collaboration ~
on the response.
61. A computer-readable medium containing instructions f~
establishing a computer-enhanced conference call between a plurality ~
users, the method comprising:
detecting a computer-enhanced conference call event that was
previously configured by an initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users;
establishing a conference call between the initiating user and the
conference users based on the at least one received response; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.
62. A computer-readable medium containing instructions ~
establishing a computer-enhanced conference call between a plurality ~
users, the method comprising:
detecting a computer-enhanced conference call event that was
previously configured by an initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users
bridging calls to devices of the initiating user and the conference

57
is forwarded to a preferred device of one of the conference users; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.
63. A computer-readable medium containing instructions for
establishing a computer-enhanced conference call, the method comprising:
receiving information pertaining to a computer-enhanced conference
call between a plurality of conference users, including an initiating user,
that
was setup by the initiating user;
sending a notification of a computer-enhanced conference call request
to a device associated with one of the plurality of conference users;
receiving a response to the notification;
establishing a conference call between the initiating user and the
plurality of conference users based on the response; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration based on the
response.
64. A method for participating in a computer-enhanced conference
call automatically established by at least one or more communication
entity, comprising:
scheduling a computer-enhanced conference call at a predetermined
time using a calendar application, wherein scheduling includes identifying
conference users that are to participate in the computer-enhanced
conference call and identifying conference users that are authorized to
participate in a collaboration corresponding to the computer-enhanced
conference call; and
at the predetermined time:

58
receiving an indication that a computer-enhanced conference
call has been configured in accordance with the scheduled computer-
enhanced conference call, and
receiving an indication that at least one conference user has
either joined or declined to join the computer-enhanced conference
call.
65. An apparatus for participating in a computer-enhanced
conference call automatically established by at least one or more
communication entity, comprising:
means for scheduling a computer-enhanced conference call at a
predetermined time using a calendar application, wherein the means for
scheduling includes means for identifying conference users that are to
participate in the computer-enhanced conference call and means for
identifying conference users that are authorized to participate in a
collaboration corresponding to the computer-enhanced conference call;
means for receiving, at the predetermined time, an indication that a
computer-enhanced conference call has been configured in accordance with
the scheduled computer-enhanced conference call; and
means for receiving an indication that at least one conference user has
either joined or declined to join the computer-enhanced conference call.
66. A computer-readable medium containing instructions for
participating in a computer-enhanced conference call automatically
established by at least one or more communication entity, the method
comprising:
scheduling a computer-enhanced conference call at a predetermined
time using a calendar application, wherein scheduling includes identifying
conference users that are to participate in the computer-enhanced
conference call and identifying conference users that are authorized to

59
participate in a collaboration corresponding to the computer-enhanced
conference call; and
at the predetermined time:
receiving an indication that a computer-enhanced conference
call has been configured in accordance with the scheduled computer-
enhanced conference call, and
receiving an indication that at least one conference user has
either joined or declined to join the computer-enhanced conference
call.
67. An apparatus for establishing a computer-enhanced
conference call between a plurality of users, comprising:
a first server operable to detect a computer-enhanced conference call
event that was previously configured by an initiating user;
a second server operable to contact conference users associated with
the computer-enhanced conference call event; and
a conference bridge operable to bridge calls to devices of the initiating
user and the conference users based on responses from the conference
users, wherein at least one of the calls is forwarded to a preferred device of
one of the conference users, and
a collaboration is established between the initiating user and
conference users that are authorized to participate in the collaboration.
68. A method for establishing a computer-enhanced conference
call between a plurality of users, comprising:
detecting a computer-enhanced conference call event set up by an
initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users;

60
establishing a conference call between the initiating user and the
conference users based on the at least one received response; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.
69. A method for establishing a computer-enhanced conference
call between a plurality of users, comprising:
detecting a computer-enhanced conference call event set up by an
initiating user;
contacting conference users associated with the computer-enhanced
conference call event;
receiving at least one response from the conference users;
bridging calls to devices of the initiating user and the conference users
based on the at least one received response, wherein at least one of the calls
is forwarded to a preferred device of one of the conference users; and
establishing a collaboration between the initiating user and conference
users that are authorized to participate in the collaboration.

Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
1
METHODS AND SYSTEMS FOR COMPUTER ENHANCED CONFERENCE
CALLING
RELATED APPLICATIONS
[001] This application is a continuation-in-part ofi U.S. Patent
Application No. 10/083,793, entitled "METHOD AND APPARATUS FOR
CALENDARED COMMUNICATIONS FLOW CONTROL," filled February 27,
2002; U.S. Patent Application No. 10/083,792, entitled "VOICE MAIL
INTEGRATION WITH INSTANT MESSENGER," filed February 27, 2002;
U.S. Patent Application No. 10/083,884, entitled "DEVICE INDEPENDENT
CALLER ID," filed February 27, 2002; and U.S. Patent Application No.
101083,822, entitled "METHOD AND APPARATUS FOR A UNIFIED
COMMUNICATION MANAGEMENT VIA INSTANT MESSAGING," filed
February 27, 2002, all of which claim priority to U.S. Provisional Patent
Application Nos. 60/272,122, 60/272,167, 60/275,667, 60/275,719,
601275,020, 601275,031, and 60/276,505, and all of which are expressly
incorporated herein by reference in their entirety.
[002] Applicants also claim the right to priority under 35 U.S.C.
~ 119(e) based on Provisional Patent Application No. 60/428,704, entitled
"DIGITAL COMPANION," filed November 25, 2002; and Provisional Patent
Application No. 60/436,018, entitled "DIGITAL COMPANION," filed December
26, 2002, both ofi which are expressly incorporated herein by reference in
their entirety.
[003] The present application also relates to U.S. Patent Application
No. 10/084,121, entitled "CALENDAR-BASED CALLING AGENTS," filed
February 27, 2002; U.S. Patent Application No. ( ), entitled
"METHODS AND SYSTEMS FOR DRAG AND DROP CONFERENCE
CALLING," Attorney Docket No. 03-1012; U.S. Patent Application No.
( ), entitled "METHODS AND SYSTEMS FOR CONFERENCE
CALL BUFFERING," Attorney Docket No. 03-1013; U.S. Patent Application

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
2
No. ( ), entitled "METHODS AND SYSTEMS FOR REMOTE
CALL ESTABLISHMENT," Attorney Docket No. 03-1015; U.S. Patent
Application No. ( ), entitled "METHODS AND SYSTEMS FOR
CALL MANAGEMENT WITH USER INTERVENTION," Attorney Docket No.
03-1016; U.S. Patent Application No. ( ), entitled "METHODS
AND SYSTEMS FOR DIRECTORY INFORMATION LOOKUP," Attorney
Docket No. 03-1017; U.S. Patent Application No. ( ), entitled
"METHODS AND SYSTEMS FOR AUTOMATICALLY FORWARDING CALLS
TO CELL PHONE," Attorney Docket No. 03-1018; U.S. Patent Application No.
( ), entitled "METHODS AND SYSTEMS FOR ADAPTIVE
MESSAGE AND CALL NOTIFICATION," Attorney Docket No. 03-1019; U.S.
Patent Application No. ( ), entitled "METHODS AND SYSTEMS
FOR A CALL LOG," Attorney Docket No. 03-1020; U.S. Patent Application
No. ( ), entitled "METHODS AND SYSTEMS FOR AUTOMATIC
FORWARDING OF CALLS TO A PREFERRED DEVICE," Attorney Docket
No. 03-1021; U.S. Patent Application No. ( ), entitled "METHODS
AND SYSTEMS FOR MULTI-LINE INTEGRATED DEVICE OR LINE
MANAGEMENT," Attorney Docket No. 03-1022; U.S. Patent Application No.
( ), entitled "METHODS AND SYSTEMS FOR CONTACT
MANAGEMENT," Attorney Docket No. 03-1023; U.S. Patent Application No.
( ), entitled "METHODS AND SYSTEMS FOR NOTIFICATION OF
CALL TO PHONE DEVICE," Attorney Docket No. 03-1024; U.S. Patent
Application No. ( ), entitled "METHODS AND SYSTEMS FOR
SINGLE NUMBER TEXT MESSAGING," Attorney Docket No. 03-1025; U.S.
Patent Application No. ( ), entitled "METHODS AND SYSTEMS
FOR MULTI-USER SELECTIVE NOTIFICATION," Attorney Docket No. 03-
1026; U.S. Patent Application No. ( ), entitled "METHODS AND
SYSTEMS FOR CPN TRIGGERED COLLABORATION," Attorney Docket No.
03-1027; and U.S. Patent Application No. (), entitled "METHODS
AND SYSTEMS FOR PREEMPTIVE REJECTION OF CALLS," Attorney

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
3
Docket No. 03-1028, all of which are expressly incorporated herein by
reference in their entirety.
TECHNICAL FIELD
[004] The present invention relates generally to data processing
systems and, more particularly, to a method and system for computer
enhanced conference calling.
BACKGROUND
[005] A wide variety of means exist for communication between users.
For example, a user may conduct phone calls via a home phone, work
phone, and mobile phone. In addition, users may also communicate using
devices such as PC's, PDA's, pagers, etc. using manners of communicating
such as email and instant messaging.
[006] Unfortunately, managing such a wide variety of communication
means can be difficult. In particular, as a user changes location,
communication with the user may vary. For example, while on travel, it may
only be possible to reach a user by mobile phone. However, the user may
best be reached by email while at work. Also, the user may wish to
implement various rules for receiving and controlling communications. For
example, to be reached at home, the user may want the home phone to ring
three times before forwarding the call to a mobile phone. As another
example, the user may wish to be paged each time an email is received from
a particular person while away from the office.
[007] A user may also wish to treat a phone call differently dependent
on who is calling the user. For example, if a user receives a call from a
caller
that the user does not want to speak to at the moment, the user may want to
send that call directly to voice mail. Also, if a user receives a call from a
number that displays no caller ID information or that the user otherwise does

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
4
not recognize, the user may wish to somehow specially treat the call because
the caller is a potential telemarketer.
[00~] Further relating to communication between users, a wide variety
of means also exist for establishing a conference call between three or more
users. For example, one method for establishing a conference call involves
having one user call other users (e.g., conference users) and bridging each
user onto the conference call. This method requires that the initiating user
individually call each conference user.
[009] Another method for establishing a conference call involves using
a telephone number that conference users call in order to join the conference
call. This method requires that each participant know of the conference call
beforehand and requires that a dial-number and access code be assigned to
the conference call beforehand.
[010] Yet another method for establishing a conference call involves
establishing a predetermined list of conference users and initiating a
conference call to the list of participants at the request of an initiating
user.
The voice network bridges calls to the conference users to establish the
conference call.
[011] Current conference call methods, however, do not enable an
initiating user to enhance a conference call by selectively allowing
conference
users to join a data. collaboration in addition to the conference call.
SUMMARY OF THE INVENTION
Methods and systems consistent with the principles of the invention
establish a computer-enhanced conference call between a plurality of users.
A service center detects a computer-enhanced conference calf event that was
previously configured by an initiating user. Conference users associated with
the computer-enhanced conference call event are thereafter contacted. After
at least one response from the conference users is received, a conference
call between the initiating user and the conference users is established based
on the at least one received response. The service center also establishes a

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
collaboration between the initiating user and conference users that are
authorized to participate in the collaboration.
Other methods and systems consistent with the principles of the
invention also establish a computer-enhanced conference call between a
plurality of users. A service center detects a computer-enhanced conference
call event that was previously configured by an initiating user. Conference
users associated with the computer-enhanced conference call event are
thereafter contacted. After at least one response from the conference users
is received, a conference bridge may bridge calls to devices of the initiating
user and the conference users based on the at least one received response,
wherein at least one of the calls is forwarded to a preferred device of one of
the conference users. The service center also establishes a collaboration
between the initiating user and conference users that are authorized to
participate in the collaboration.
Other methods and systems consistent with the principles of the
invention establish a computer-enhanced conference call. A service center
receives information pertaining to a computer-enhanced conference call
between a plurality of conference users, including an initiating user, that
was
setup by the initiating user. The service center also sends a notification of
a
computer-enhanced conference call request to a device associated with one
of the plurality of conference users and receives a response to the
notification. Thereafter, a conference call between the initiating user and
the
conference users and a collaboration between the initiating user and
conference users that are authorized to participate in the collaboration are
established based on the response.
Other methods and systems consistent with the principles of the
invention participate in a computer-enhanced conference call automatically
established by at least one or more communication entity. For example, a
method consistent with principles of the invention may comprise: scheduling
a computer-enhanced conference call at a predetermined time using a -

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
6
calendar application, wherein scheduling includes identifying conference
users that are to participate in the computer-enhanced conference call and
identifying conference users that are authorized to participate in a
collaboration corresponding to the computer-enhanced conference call; and
at the predetermined time: receiving an indication that a computer-enhanced
conference call has been configured in accordance with the scheduled
computer-enhanced conference call, and receiving an indication that at least
one conference user has either joined or declined to join the computer-
enhanced conference call.
BRIEF DESCRIPTION OF THE DRAWINGS
[012] The accompanying drawings, which are incorporated in and
constitute a part of this specification, illustrate one embodiment of the
invention and, together with the description, serve to explain the principles
of
the invention.
[013] Fig. 1 is a diagram of an exemplary data processing and
telecommunications environment in which features and aspects consistent
with the principals of the present invention may be implemented;
[014] Fig. 2 is a diagram of an exemplary user terminal, consistent
with the principals of the present invention;
[015] Fig. 3 is a diagram of a voice network, consistent with the
principles of the present invention;
[016] Fig. 4 is a block diagram of a service center, consistent with the
principles of the present invention;
[017] Fig. 5 illustrates a logical architecture of an exemplary system,
consistent with the present invention;
[018] Fig. 6 is a diagram of an exemplary flowchart of a method for
initiating an enhanced conference call consistent with the principles of the
present invention; and

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
7
[019] Fig. 7 is a diagram of an exemplary flowchart of a method for
conducting an enhanced conference call consistent with the principles of the
present invention.
DETAILED DESCRIPTION
[020] Reference will now be made in detail to exemplary
embodiments of the present invention, examples of which are illustrated in the
accompanying drawings. Wherever possible, the same reference numbers
will be used throughout the drawings to refer to the same or like parts. While
the description includes exemplary embodiments, other embodiments are
possible, and changes may be made to the embodiments described without
departing from the spirit and scope of the invention. The following detailed
description does not limit the invention. Instead, the scope of the invention
is
defined by the appended claims and their equivalents.
Overview
[021] Methods and systems consistent with the present invention
establish a computer-enhanced conference call between a plurality of users.
A service center detects a computer-enhanced conference call event that was
previously configured by an initiating user. Conference users associated with
the computer-enhanced conference call event are thereafter contacted at a
specific time and/or date specified by the initiating user. After at least one
response from the conference users is received, a conference bridge may
bridge calls to devices of the initiating user and the conference users based
on the at least one received response, wherein at least one of the calls is
forwarded to a preferred device of one of the conference users. The service
center also establishes a collaboration between the initiating user and
conference users that are authorized to participate in the collaboration. The
initiating user may decide which conference users are authorized to
participate in the collaboration and make appropriate denotations when
setting up the computer-enhanced conference call.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
8
[022] In this manner, users may participate in a computer-enhanced
conference call, which is a conference call between multiple users,
accompanied by a collaboration between some or all of those users. The
collaboration may enable multiple users (e.g., participants) to share data
interactively.
Network Environment
[023] Fig. 1 is a block diagram of a data processing and
telecommunications environment 100, in which features and aspects
consistent with the present invention may be implemented. The number of
components in environment 100 is not limited to what is shown and other
variations in the number of arrangements of components are possible,
consistent with embodiments of the invention. The components of Fig. 1 may
be implemented through hardware, software, and/or firmware. Data
processing and telecommunications environment 100 may include a data
network 102, a voice network 104, and a service center 106. A user 110 may
use a user terminal 112 to interface with data network 102 and may use
phones 114, 116, and 118 to interface with voice network 104. Other users
(not shown) may use user terminals 108 and phones, such as phones 120,
122, or 124, in a manner similar to the use of user terminal 112 and phones
114, 116, and 118 by user 110.
[024] Data network 102 provides communications between the
various entities depicted in environment 100 of Fig. 1, such as user terminal
112 and service center 106. Data network 102 may be a shared, public, or
private network and encompass a wide area or local area. Data network 102
may be implemented through any suitable combination of wired and/or
wireless communication networks. By way of example, data network 102 may
be implemented through a wide area network (WAN), local area network
(LAN), an intranet and/or the Internet. Further, service center 106 may be
connected to multiple data networks 102, such as, for example, to a wireless
carrier network and to the Internet.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
[025] Voice network 104 may provide telephony services to users. In
one embodiment, voice network 104 may be implemented using a network,
such as the Public Switched Telephone Network ("PSTN"). Alternatively,
voice network 104 may be implemented on a voice over broadband network,
such as a network using voice-over Internet Protocol ("VoIP") technology.
Additionally, in other embodiments, the voice network may be a video over
broadband network, such as, for example, a network for providing 2-way
video communications. In another example, the voice network may be a
wireless broadband network, such as, for example, a network using WiFi (i.e.,
IEEE 502.11 (b) andlor (g)). In yet another example, voice network 104 may
be a wireless voice network(s), such as, for example, a cellular or third-
generation cellular network). In addition, voice network 104 may be
implemented using any single or combination of the above-described
technologies consistent with the principles of the present invention. Further,
service center 106 may be connected to multiple voice networks 104, such as
for example, Verizon'sT"" Voice Network, voice networks operated by other
carriers, and wireless carrier networks.
[026] Service center 106 provides a platform for managing
communications over data network 102 and voice network 104. Service
center 106 also provides gateway functions, such as code and protocol
conversions, to transfer communications between data network 102 and voice
network 104. Service center 106 may be implemented using a combination of
hardware, software, and/or firmware. For example, service center 106 may
be implemented using a plurality of general purpose computers or servers
coupled by a network (not shown). Although service center 106 is shown
with direct connections to data network 102 and voice network 104, any
number and type of network elements may be interposed between service
center 106, data network 102, and voice network 104.
[027] User terminal 112 provides user 110 an interface to data
network 102. For example, user terminal 112 may be implemented using any

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
device capable of accessing the Internet, such as a general purpose
computer or personal computer equipped with a modem. User terminal 112
may also be implemented in other devices, such as the BlackberryT"~, and
Ergo AudreyT"". Furthermore, user terminal 112 may be implemented in
wireless devices, such as pagers, mobile phones (with data access
functions), and Personal Digital Assistants ("PDA") with network connections.
[028] User terminal 112 also allows user 110 to communicate with
service center 106. For example, user 110 may use instant messaging ("IM")
to communicate with service center 106. In addition, user terminal 112 may
use other aspects of TCPIIP including the hypertext transfer protocol
("HTTP"); the user datagram protocol ("UDP"); the file transfer protocol
("FTP"); the hypertext markup language ("HTML"); and the extensible markup
language ("XML").
[029] Furthermore, user terminal 112 may communicate directly with
service center 106. For example, a client application may be installed on user
terminal 112, which directly communicates with service center 106. Also,
user terminal 112 may communicate with service center 106 via a proxy.
[030] User terminals 108a-108n may provide functions to other users
similar to those provided by user terminal 112 to user 110. One of ordinary
skill in the art will appreciate that user terminals 108a-108n may be
implemented using devices similar to those used to implement user terminal
112.
[031] Phones 114, 116, 118, 120, 122, and 124 interface with voice
network 104. Phones 114, 116, 118, 120, 122, and 124 may be implemented
using known devices, including wireline phones and mobile phones. Although
phones 114, 116, 118, 120, 122, and 124 are shown directly connected to
voice network 104, any number of intervening elements, such as a private
branch exchange ("PBX"), may be interposed between phones 114, 116, 118,
120, 122, and 124, and voice network 104.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
11
[032] Fig. 2 is a block diagram of a user terminal consistent with the
present invention. User terminal 112 may include a central processing unit
(CPU) 200, a memory 202, a storage module 204, a network interface 206,
an input interface 208, an output interface 210, an input device 216, and an
output device 218. One of ordinary skill in the art will appreciate that user
terminals 108a-108n may include components similar to those shown for user
terminal 112.
[033] CPU 200 provides control and processing functions for user
terminal 112. Although Fig. 2 illustrates a single CPU, user terminal 112 may
include multiple CPUs. CPU 200 may also include, for example, one or more
of the following: a co-processor, memory, registers, and other processing
devices and systems as appropriate. CPU 200 may be implemented, for
example, using a PentiumT"" processor provided from Intel Corporation.
[034] Memory 202 provides a primary memory for CPU 200, such as
for program code. Memory 202 may be embodied with a variety of
components of subsystems, including a random access memory ("RAM") and
a read-only memory ("ROM"). When user terminal 112 executes an
application installed in storage module 204, CPU 200 may download at least
a portion of the program code from storage module 204 into memory 202. As
CPU 200 executes the program code, CPU 200 may also retrieve additional
portions of program code from storage module 204.
[035] Storage module 204 may provide mass storage for user terminal
112. Storage module 204 may be implemented with a variety of components
or subsystems including, for example, a hard drive, an optical drive, CD ROM
drive, DVD drive, a general-purpose storage device, a removable storage
device, and/or other devices capable of storing information. Further, although
storage module 204 is shown within user terminal 112, storage module 204
may be implemented external to user terminal 112.
[036] Storage module 204 includes program code and information for
user terminal 112 to communicate with service center 106. Storage module

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
12
204 may include, for example, program code for a calendar application, such
as GroupWise provided by Novell Corporation or Outlook provided by
Microsoft Corporation; a client application, such as a Microsoft Network
Messenger Service (MSNMS) client or America Online Instant Messenger
(AIM) client; and an Operating System (OS), such as the Windows Operation
System provided by Microsoft Corporation. In addition, storage module 204
may include other program code and information, such as program code for
TCP/IP communications; kernel and device drivers; configuration information,
such as a Dynamic Host Configuration Protocol (DHCP) configuration; a web
browser, such as Internet Explorer provided by Microsoft Corporation, or
Netscape Communicator provided by Netscape Corporation; and any other
software that may be installed on user terminal 112.
[037] Network interface 206 provides a communications interface
between user terminal 112 and data network 102. Network interface 206 may
receive and transmit communications for user terminal 112. For example,
network interface 206 may be a modem, or a local area network ("LAN") port.
[038] Input interface 208 receives input from user 110 via input device
212 and provides the input to CPU 200. Input device 212 may include, for
example, a keyboard, a microphone, and a mouse. Other types of input
devices may also be implemented consistent with the principles of the present
invention.
[039] Output interface 210 provides information to user 110 via output
device 214. Output device 214 may include, for example, a display, a printer,
and a speaker. Other types of output devices may also be implemented
consistent with the principles of the present invention.
[040] Fig. 3 is a diagram of a voice network, consistent with the
principles of the present invention. As shown, voice network 104 includes an
intelligent service control point (ISCP) 302, service transfer points (STP)
304
and 306, service switching points (SSP) 308 and 310, a line information

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
13
database (LIDB) 312, an ISCP Service Provisioning And Creation
Environment (SPACE) 314, a Recent Change Environment 316, an Intelligent
Peripheral (IP) 320, a switch access 322, and a conference bridge 324.
Although this embodiment voice network 104 is described as a PSTN, as
discussed above in other embodiments, the voice network 104 may be, for
example, a voice or video over broadband network a wireless broadband, a
wireless voice network, etc.
[041] Voice network 104 may be implemented using the PSTN and
SS7 as a signaling protocol. The SS7 protocol allows voice network 104 to
provide features, such as call forwarding, caller-ID, three-way calling,
wireless
services such as roaming and mobile subscriber authentication, local number
portability, and toll-free/toll services. The SS7 protocol provides various
types
of messages to support the features of voice network 104. For example,
these SS7 messages may include Transaction Capabilities Applications Part
("TCAP") messages to support event "triggers," and queries ,and responses
between ISCP 302 and SSPs 308 and 310.
(042] ISCP 302 may also be, for example, a standard service control
point (SCP) or an Advanced Intelligent Network (AIN) SCP. ISCP 302
provides translation and routing services of SS7 messages to support the
features of voice network 104, such as call forwarding. In addition, ISCP 302
may exchange information with the service center 106 using TCP/IP or SS7.
ISCP 302 may include service logic used to provide a switch, such as SSP
308 or 310, with specific call processing instructions. ISCP 302 may also
store data related to various features that a user may activate. Such features
may include, for example, call intercept and voice mail. ISCP 302 may be
implemented using a combination of known hardware and software. ISCP
302 is shown with a direct connection to service center 106 and a connection
to ISCP SPACE 314, however, any number of network elements including
routers, switches, hubs, etc., may be used to connect ISCP 302, ISCP
SPACE 314, and service center 106. Further, information exchanged

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
14
between the ISCP 302 and service center 106 may use, for example, the SR-
3389 General Data Interface (GDI) for TCP/IP.
[043] STPs 304 and 306 relay SS7 messages within voice network
104. For example, STP 304 may route SS7 messages between SSPs 308
and 310. STP 304 or 306 may be implemented using known hardware and
software from manufacturers such as NORTELT"" and LUCENT
TechnologiesT"".
[044] SSPs 308 and 310 provide an interface between voice network
104 and phones 120 and 118, respectively, to setup, manage, and release
telephone calls within voice network 104. SSPs 308 and 310 may be
implemented as a voice switch, an SS7 switch, or a computer connected to a
switch. SSPs 308 and 310 exchange SS7 signal units to support a telephone
call between a calling party and user 110. For example, SSPs 308 and 310
may exchange SS7 messages, such as TCAP messages, within message
signal units ("MSU") to control calls, perform database queries to
configuration database 312, and provide maintenance information.
[045] Line Information Database (LIDB) 312 comprises one or more
known databases to support the features of voice network 104. For example,
LIDB 312 may include subscriber information, such as a service profile, name
and address, and credit card validation information. Although, in this figure,
LIDB 312 is illustrated as directly connected to ISCP 302, LIDB 312 may be
connected to ISCP 302 through an STP (e.g., 304 and 306). Additionally, this
communication link may use, for example, the GR-2838 General Dynamic
Interface (GDI) for SS7.
[046] ISCP Service Provisioning and Creation Environment (SPACE)
314 may be included as part of ISCP 302 or be separate from ISCP 302. For
example, the TelcordiaT"" ISCP may include an environment similar to SPACE
314 as part of the product. Further, ISCP SPACE 314 may include one or
more servers. ISCP SPACE 314 is the point in the ISCP platform where
customer record updates may be made.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
[047] In one embodiment, customer records may be stored in ISCP
SPACE 314 such that the records may be updated and sent to the ISCP 302.
These records may include information regarding how to handle calls
directed to the customer. For example, these customer records may include
information regarding whether or not calls for the customer are to be
forwarded to a different number, and/or whether or not the call should be
directed to an IP, such as a voice mail system, after a certain number of
rings.
Additionally, one ISCP SPACE 314 may provide updates to one or more
ISCPs 302 via an ISCP network (not shown).
[048] Additionally, voice network 104 may include one or more recent
change engines 316 such as, for example, an Enterprise Recent Change
engine (eRC); an Assignment, Activation, and Inventory System (AAIS); or a
multi-services platform (MSP). As an example, the eRC and AAIS may be
used in voice networks 104 located in the western part of the United States,
while an MSP may be used in networks in the eastern part. The recent
change engines may be used to update switch and ISCP databases. For
example, a recent change engine may deliver database updates to SSPs and
to ISCPs, such that when updating databases, these recent change engines
emulate human operators. Additionally, if the instructions are to be sent to
an
ISCP 302, the recent change engine may first send the instructions to ISCP
SPACE 314, which then propagates the instructions to ISCP 302 as
discussed above. Further, an MSP may be used, for example, for providing
updates to both SSPs 308 or 310 and ISCPs 302. Or, for example, an eRC
may be used for providing updates to SSPs 308 or 310, while an AAIS is
used for providing updates to the ISCPs 302.
[049] Updates sent to SSPs 308 or 310 may be sent from recent
change engine 316 via a switch access 322 that may, for example, convert
the updates into the appropriate protocol for SSP 308 or 310. For example,
recent change engine 316 may send updates to SSPs 308 or 310 via TCP/IP.
Switch access 322 may then convert the updates from TCP/IP to X.25.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
16
Switch access 322 may be implemented using hardware and/or software.
These connections may include any number of elements, such as, for
example, switches, routers, hubs, etc. and may be, for example, an internal
data network for voice network 104.
[050] Voice network 104 may also include one or more intelligent
peripherals (IP). For example, in Fig. 3, an IP 320 is illustrated as being
connected to SSP 308. These IPs may be used for providing functions for
interaction between users and the voice network, such as voice mail services,
digit collection, customized announcements, voice recognition, etc.
Moreover, the communications between the SSP 308 and IP 320 may use the
Primary Rate interface (PRi) (e.g., the 1129 protocol) protocol. Additionally,
IP 320 may be capable of sending and receiving information to/from the
Service Genter 106. These communications may use, for example, the SR-
3511 protocol. Further, although Fig. 3 illustrates this connection as a
direct
connection, this connection may include any number of elements including
routers, switches, hubs, etc., and may be via, for example, an internal data
network for the voice network 104.
[051] Additionally, voice network 104 may include one or more
conference bridges 324. Conference bridge 324 may be operable to host a
conference call between users, or host multiple simultaneous conference
calls between users. For example, conference bridge 324 may receive
commands to call various users (e.g., conference users) at specific phones
(e.g., telephones 118 or 120, or any other phone connected to voice network
104. The calls to users may be made at a predetermined time. Upon
establishing contact with a user, conference bridge 324 enables that user to
participate in a conference call with other users. In one embodiment,
conference bridge 324 may be implemented using a commercially available
conference bridge such as those manufactured by Voyant Technologies,
Cisco, Nortel Networks, etc. Further, although Fig. 3 illustrates conference
bridge 324 as being directly connected to service center 106 and SSP 310,

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
17
these connections may include any number of elements including routers,
switches, hubs, etc., and may be via, for example, an internal data network
for the voice network 104.
[052] Fig. 4 is a block diagram of a service center, consistent with the
principles of the present invention. As shown, service center 106 may include
firewalls 402 and 404, one or more digital companion servers 406, one or
more communication portal servers 408, one or more network access servers
410, and a voice portal 412. Voice porfial 412 may include a voice portal
application server 414 and a voice recognition server 416. A network 418
may be used to interconnect the firewalls and servers. Additionally,
conference server 420 may be provided between the service center 106 and
the voice network 104.
[053] Firewalls 402 and 404 provide security services for
communications between service center 106, data network 102, and voice
network 104, respectively. For example, firewalls 402 and 404 may restrict
communications between user terminal 112 and one or more servers within
service center 106. Any appropriate security policy may be implemented in
firewalls 402 and 404 consistent with the principles of the present invention.
Firewalls 402 and 404 may be implemented using a combination of known
hardware and software, such as the Raptor Firewall provided by the Axent
Corporation. Further, firewalls 402 and 404 may be implemented as separate
machines within service center 106, or implemented on one or more
machines external to service center 106.
[054] Network 418 may be any type of network, such as an Ethernet
or FDDI network. Additionally, network 418 may also include switches and
routers as appropriate without departing from the scope of the invention.
Further, additional firewails may be present in the network 418, for example,
to place one or more of servers 406, 408, 410, or voice portal 412 behind
additional firewalls.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
18
[055] Each server (406, 408, 410, 414, 416, 420) may be any
appropriate type of server or computer, such as a Unix or DOS-based server
or computer. The servers may implement various logical functions, such as
those described below. In Fig. 4, a different server is illustrated as being
used for each logical function. In other embodiments, the logical functions
may be split across multiple servers, multiple servers may be used to
implement a single function, all functions may be performed by a single
server, etc.
[056] In general, digital companion server 406 may provide the
software and hardware for providing specific services of the service center to
a customer, that is, a user that subscribes to various services of service
center 106. Exemplary services include, for example, permitting a customer
to add contacts to their address book from a history of calls made or received
by the customer, permitting a customer to make calls directly from their
address book, scheduling a call to be placed at a specific time, or permitting
the customer to look at the name and/or address associated with a phone
number. Additionally, these services may include permitting the customer to
listen to their voice mail on-line, forwarding their calls based on a
scheduler
and/or the calling parties number, setting up conference calls on-line, real-
time call management, setting up computer-enhanced conference calls, etc.
[057] Communication portal server 408 may provide the hardware and
software for managing a customer's account and interfacing with customer
account information stored by the provider of customer's voice network 104.
Network access servers 410 may provide the hardware and software for
sending and receiving information to voice network 104 in processing the
applications provided by the service center. For example, network access
servers 410 may be used for transmitting and/or receiving information from/to
an ISCP 302 or an SSP 308 or 310 of voice network 104.
[058] Voice portal 412 includes software and hardware for receiving
and processing instructions from a customer via voice. For example, a

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
19
customer may dial a specific number for voice portal 412. Then the customer
using speech may instruct service center 106 to modify the services to which
the customer subscribes. Voice portal 412 may include, for example, a voice
recognition function 416 and an application function 414. Voice recognition
function 416 may receive and interprefidictation, or recognize spoken
commands. Application function 414 may take, for example, the output from
voice recognition function 416, convert it to a format suitable for service
center 106 and forward the information to one or more servers (406, 408,
410) in service center 106.
[059] Fig. 5 illustrates a logical architecture of an exemplary system,
consistent with the present invention. As illustrated, the logical
architecture
may be split into four planes: client side 502, application service 504,
network
access 506, and the voice network 508.
[060] Client side 502 includes user terminals 112 A and 112_B that a
user may use to send and/or receive information to/from the service center
106. Additionally, client side 502 includes the user's phones) 114. As
discussed above, user terminals 112 may be any type of device a user may
use for communicating with service center 106. For example, user terminal
112 A may be a PDA running a program for communicating with service .
center 106, while user terminal 112_B may be a desktop type computer
running a web browser for communicating with the service center 106 via the
Internet. Additionally, the user may have one or more phones 114, such as,
for example, one or more standard landline telephones and/or wireless
phones.
[061] Application service plane 504 includes digital companion
servers) 406, communication portal servers) 408, and voice portal 412.
These entities may communicate between one another using, for example,
web services or any other suitable protocols. Web services are a
standardized way of integrating Web-based applications using the Extensible
Markup Language (XML), Simple Object Access Protocol (SOAP), Web

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
Services Description Language (WSDL) and Universal Description, Discovery
and Integration (UDDI) open standards over an Internet protocol (IP)
backbone.
[062] As illustrated, a digital companion server 406 may provide the
following functions: a client proxy 512, a web server 514, an application
server function 516, a calendar server function 518, a notification server
function 520, and a database function 522. Each of these functions may be
performed in hardware, software, and/or firmware. Further, these functions
may each be executed by a separate server, split across multiple servers,
included on the same server functions, or any other manner.
[063] Client proxy function 512 provides a proxy function for the digital
companion that may be used for security purposes. This client proxy function
512 may be included in a separate server such that all communications sent
from the other digital companion functionslservers to a user terminal 112 via
data network 102 go through client proxy 512. Also, if client proxy 512 is
included on a separate server, for example, an additional firewall may be
provided between client proxy 512 and the other digital companion servers to
provide additional security.
[064] Web server 514 provides functionality for receiving traffic over
. data network 102 from a customer. For example, web server 514 may be a
standard web server that a customer may access using a web browser
program, such as Internet Explorer or Netscape Communicator.
[065] Application server function 516 encompasses the general
functions performed by digital companion servers) 406. For example, these
functions may include interfacing with the various other digital companion
functions to perform specific services provided by the service center. These
services may include, for example, interfacing with other function(s),
software,
and/or hardware to provide a customer with the capability of managing their
calls online. For example, permitting a customer to add contacts to their
address book from a history of calls made or received by the customer,

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
21
permitting a customer to make calls directly from their address book,
scheduling a call to be placed at a specific time, or permitting the customer
to
look at the name and/or address associated with a phone number.
Additionally, these services may include permitting the customer to listen to
their voice mail on-line, forwarding their calls based on a scheduler and/or
the
calling parties number, setting up conference calls on-line, enabling call
management with user intervention in real-time, setting up computer-
enhanced conference calls, etc.
[066] Additionally, application server function 516 may interface with
one or more external devices, such as an external web server, for retrieving
or sending information. For example, application server function 516 may
interface with a voice network's data center 556 (e.g., verizon.com) to
determine the services to which the customer subscribes (e.g., call waiting,
call forwarding, voice mail, etc.).
[067] Calendar server function 518 may provide the capability of
scheduling events, logging when certain events occurred, triggering the
application-functions to perform a function at a particular time, etc. In one
aspect of the invention, calendar server function 518 generates and maintains
a scheduling data structure, such as a user calendar that includes scheduling
events (e.g., meetings, tasks, etc.), that are created by the user through
user
terminal 112 A. For example, a user may schedule a conference call event
in a calendar application reflecting a time and date when the user is to
participate in a conference call that is be established in accordance with
certain aspects related to the present invention. Calendar server function 518
may operate with, or leverage, application server function 516 to initiate
conference call configuration processes consistent with aspects of the
invention.
[068] Notification server function 520 provides the capability to send
information from the service center 106 to a user terminal 112. For example,
notification server function 520 at the direction of application server
function

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
22
516 may send a notification to user terminal 712 that the user is presently
receiving a phone call at the user's phone 114. This notification may be, for
example, an instant message pop-up window that provides an identification of
the caller as well as the number being called. The notification may also have
a number of user-selectable buttons or items associated with it that enable
the user to manage a call in real-time.
[069] Database function 522 provides the storage of information
useable by the various applications executed by the digital companion
servers. These databases may be included in, for example, one or more
external storage devices connected to the digital companion servers.
Alternatively, the databases may be included in storage devices within the
digital companion servers themselves. The storage devices providing
database function 522 may be any type of storage device, such as for
example, CD-ROMs, DVD's, disk drives, magnetic tape, etc.
[070] As discussed above, communication portal servers) 408
provide the hardware and software for managing a customer's account and
interfacing with customer account information stored by the provider of
customer's voice network 104. As illustrated in Fig. 5, a communication portal
server 408 may provide the following functions: a web server function 526,
an application server function 528, a contacts database function 530, and/or a
customer profile function 532. Each of these functions may be performed by
a separate server, split across multiple servers, included on the same server
functions, or any other manner.
[071] Web server function 526, as with web server function 514 of the
digital companion servers, provides functionality for receiving traffic over
data
network 102 from a customer, For example, the web server may be a
standard web server that a customer may access using a web browser, such
as Internet Explorer or Netscape Communicator.
[072] Application server function 528 encompasses the general
functions performed by communication portal servers 408. For example,

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
23
these functions may include interfacing with the voice network to retrieve
and/or modify customer profile information, and creating and editing an
address book for the user. Additionally, application server function 528 may
include the functionality of sending and/or receiving information to/from
external servers and/or devices. For example, communication portal servers
408 may be connected to a network, such as, the Internet. Application server
function 528 may then provide connectivity over the Internet to external
servers 552 that provide web services, such as the Superpages web page.
Application server function 528 could then contact these external services
552 to retrieve information, such as an address for a person in the user's
address book.
[073] In another example, application server function 528 of
communication portal 408 may interface a single sign on (SSO) server 554.
SSO 554 may be used to allow users to access all services to which the user
subscribes, on the basis of a single authentication that is performed when
they initially access the network.
[074] Moreover, application server function 528, similar to application
server 516, may provide functionality to facilitate services performed by the
service center. These services may include, for example, interfacing with
other function(s), software, and/or hardware to provide a customer with the
capability of managing their calls online. For example, permitting a customer
to add contacts to their address book from a history of calls made or received
by the customer, permitting a customer to make calls directly from their
address book, scheduling a call to be placed at a specific time, or permitting
the customer to look at the name and/or address associated with a phone
number. Additionally, these services may include permitting the customer to
listen to their voice mail on-line, forwarding their calls based on a
scheduler
and/or the calling parties number, setting up conference calls on-line,
enabling call management with user intervention in real-time, setting up
computer-enhanced conference calls, etc.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
24
[075] Contacts database 530 includes storage devices for storing an
address book for the user. This address book may be any appropriate type of
address book. For example, the user's address book may include the names,
phone numbers, and addresses of people and/or organizations. These
storage devices may be internal or external to communication portal servers
406 or some combination in between. In addition, these storage devices may
be any type of storage device, such as magnetic storage, memory storage,
etc.
[076] Customer profile database 532 includes storage devices for
storing customer profile information for the user. These storage devices may
be the same or separate storage devices used for the contacts database.
The customer profile may include information regarding the user's account for
their voice network. For example, this information may include the user's
name, billing address, and other account information. Additionally, the
customer profile may include information regarding voice services to which
the user subscribes, such as, for example, call waiting, voice mail, etc.
[077] Application services plane 504 may also include a voice portal
412. As discussed above, voice portal 412 may include, for example, a voice
recognition function 416 and an application server function 414, and be used
for receiving and processing instructions from a customer via voice. Voice
recognition function 416 may be implemented using hardware and/or software
capable of providing voice recognition capabilities. This hardware and/or
software may be a commercially available product, such as the Voice
Application platform available from Tellme Networks, Incorporated.
Application server function 414 may include hardware and/or software for
exchanging information between digital companion servers 406 and voice
recognition function 416. Additionally, application server function 414 may be
included on a separate server, included in the hardware and software
providing voice recognition function 416, included in digital companion
servers
406, etc.

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
[078] Network access plane 506 includes the functions for providing
connectivity between application service plane 502 and voice network 104.
For example, this plane may include recent change engines 316, network
access servers 410, and/or back end servers 420.
[079] As discussed above, recent change engines 316 may be used
to update switches and ISCP databases included in voice network 104. In
one embodiment, recent change engines 316 may include an AAIS 544, an
eRC 546, and/or an MSP 548. Additionally, a proxy 542 may be used
between digital companion servers 406 and recent change engines 316 for
security purposes.
[080] Network access servers 410 may be included in service center
106 and may provide the hardware and software for sending and receiving
information to voice network 104 in processing the applications provided by
the service center. For example, network access servers 410 may include a
Caller ID (CID) functionality for retrieving caller ID information from voice
network 104, a click to dial (CTD) functionality for instructing an
intelligent
peripheral (IP) in the voice network to place a call via an SSP, and/or a real
time call management (RTCM) functionality for interfacing with an ISCP of the
voice network.
[081] Network access plane 506 may also include one or more back
end servers) (not shown). These back end servers) may include hardware
and/or software for interFacing service center 106 and voice network 104. The
back end servers) may be connected to service center 106 by a network, by
a direct connection, or in any other suitable manner. Further, the back end
servers) may connect to one or more devices in voice network 104 by a
network, a direct connection, or in any other suitable manner.
[082] The back end servers) may include, for example, a server
providing a voice mail retrieval and notification function. This voice mail
retrieval and notification function may include the capability to receive
notifications when a user receives a voice mail, physically call a user's
voice

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
26
mail system, enter the appropriate codes to retrieve the voice mail, retrieve
the voice mail, convert the voice mail to a digital file, and send it to
digital
companion servers 406.
[083] Additionally, these back end servers) may also include, for
example, a directory assistance server. This directory assistance server may
interface the service center 106 with a Reverse Directory Assistance Gateway
(RDA Gateway) of voice network 104. An RDA Gateway is a device for
issuing requests to a Data Operations Center (DOC) of voice network 104 for
name and/or address information associated with a phone number and
receiving the name and/or phone number in response to this request.
[084] In another example, the back end servers) may include a
wireless Internet gateway that is used for interfacing with a mobile switching
center (MSC) of a wireless voice network. As with the above-described back
end server(s), this wireless Internet gateway may be used for converting
requests and information between the formats used by service center 106
and those used by the wireless voice network.
[085] In yet another example, the back end servers) may include a
Single Number Short Message Service (SN SMS) server for interfacing
service center 106 with a Short Message Service (SMS) gateway in voice
network 104. This may be used to permit the customer to have SMS
messages addressed to their home phone number directed to an SMS
capable device of the users choosing.
[086] Moreover, network access plane 506 may also include a
conference server 420 for instructing a conference bridge 324 in voice
network 104 to dial out via an SSP to the participants of a voice conference.
Alternatively, for example, conference server 420 may instruct an IP 320 of
the voice network to place a call between multiple parties by dialing out to
each of the parties. Conference server 420 may also include the capability to
instruct conference bridge 324 or IP 320 to call an audio digitizing device
that
can listen to the conference, convert the audio signals to digital format, and

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
27
forward the digitized signals to a user device via, for example, an audio
streaming server. The audio streaming server may, for example, allow a user
to connect to it via, for example, the Internet. Additionally, the audio
streaming device may buffer or record the signals to permit the user to pause,
rewind, and/or fast-forward thru the conference.
[087] Voice network plane 508 includes the hardware and software
included in voice network 104, as discussed above with reference to Fig. 3.
For example, voice network plane 508 may include ISCP SPACE 314, ISCP
302, intelligent peripherals 320 (not shown), conference bridge 324, and SSP
308. Additionally, voice network plane 508 may also include the hardware
and software included in a wireless carrier's network, such as, for example,
the mobile switching center, etc.
System Operation
[088] Fig. 6 is a diagram of an exemplary flowchart of a method for
initiating an enhanced conference call consistent with the principles of the
present invention. Although the steps of the flowchart are described in a
particular order, one skilled in the art will appreciate that these steps may
be
performed in a modified or different order. Further, one or more of the steps
in Fig. 6 may be performed concurrently or in parallel.
[089] Consistent with the present invention, a computer-enhanced
conference call is a conference call between multiple users, accompanied by
a collaboration between some or all of those users. Generally, collaboration
may comprise multiple users (e.g., participants) sharing data interactively.
For example, users participating in a collaborative session may share data in
various ways, such as whiteboards, document sharing, and/or application
sharing. A whiteboard is essentially an electronic chalkboard that allows
users at various sites to simultaneously write and draw on an on-screen
notepad viewed by multiple users (e.g., collaborate in real-time with others
using graphic information). With a whiteboard, a user may review, create,
and update graphic information; manipulate contents by clicking, dragging,

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
23
and dropping information on the whiteboard; cut, copy, and paste information
from other applications onto the whiteboard; save whiteboard contents for
future reference; and otherwise edit or modify information on the whiteboard
so that other users can view the changes. Document sharing may refer, for
example, to the ability to allow one or more documents to be viewed, edited,
saved, or replaced by multiple users participating in a collaborative session.
Application sharing may refer, for example, to the ability to allow one or
more
applications to be viewed or otherwise controlled by multiple users
participating in a collaborative session.
[090] As illustrated in Fig. 6, a user acting as an initiating user may set
up one or more computer-enhanced conference call events through a device,
such as user terminal 112, and service center 106 (step 602). For example,
the initiating user may access a calendar application and an address book
provided by service center 106 to add conference users to a proposed
conference call meeting. To do so, in one example, the initiating user may
access conference user information displayed in a graphical representation of
an address book corresponding to the initiating user. Using an input device
(e.g., a mouse, stylus, etc.), the initiating user may select profile
information
for a conference user from the address book display and drop it in a
conference call icon, also displayed, which is included in the calendar
application for a proposed time and date (e.g., Monday, December 7, 2003,
9:00 AM EST). Alternatively, the initiating user may select a date and time
for
a proposed computer-enhanced conference call and add conference users fio
a participant list provided in graphical form on the display device in user
terminal 112.
[091] Additionally, the initiating user may provide, for each conference
user added to the proposed conference call, an indication as to whether or
not that user should be allowed to collaborate with other users. For example,
the initiating user may not wish to enable every participant to be able to
share
data with other participants. In such a case, the initiating user may use an

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
29
input device to designate that a particular participant should not be part of
any
collaboration between participants. Alternatively, the default may be that a
participant does not participate in a collaboration unless the initiating user
designates that a particular participant should be part of any collaboration
between participants.
[092] In one aspect of the invention, service center 106 employs
application server 516 to allow the initiating user to schedule a conference
call to take place at a specific time and date. One skilled in the art will
appreciate, however, that different mechanisms and methods may be
employed to enable the initiating user to schedule a computer-enhanced
conference call with one or more conference users without departing from the
scope of the invention. For example, instead of scheduling a computer-
enhanced conference call for a future date and time, an initiating user may
indicate that the computer-enhanced conference call should occur
immediately.
[093] Periodically, application server 516 and/or calendar server 518
may scan the calendar application associated with the initiating user to
determine whether a computer-enhanced conference call event is detected
(step 604). The conference call event may act as a trigger that directs
application server 516 to automatically set up a computer-enhanced
conference call for the initiating user. For example, calendar server 518 may
determine whether a current date and time matches, or is within some
predetermined range of, a scheduled conference call for the initiating user.
For instance, suppose an initiating user, such as user 110, previously
scheduled a computer-enhanced conference call with three other users listed
in user 110's address book for a particular date (e.g., Monday, November 17,
2003, at 10:00 AM EST). On that date and/or time (i.e., November 17, 2003),
or sometime earlier, calendar server 518 may trigger a computer-enhanced
conference call event that instructs application server 516 to begin
configuring
a computer-enhanced conference call in accordance with the particulars set

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
up by user 110 and represented in the user's calendar. Alternatively, in the
case of an immediate computer-enhanced conference call, application server
516 may detect a computer-enhanced conference call event as soon as the
initiating user has submitted the required information. Such information may
include, for example, identification of at least one conference user and an
indication of whether the at least one conference user may participate in a
collaboration.
[094] Once a computer-enhanced conference call event is detected,
application server 516 generates a computer-enhanced conference call
message. The message includes profile information for each conference
user included in a participant list associated with the detected scheduled
computer-enhanced conference call. For example, application server 516
may collect the telephone numbers and identifiers for each conference user
and add them to the message. In addition, application server 516 may also
include information in the message reflective of whether different conference
users should be allowed to participate in a collaboration between conference
users. Once the computer-enhanced conference call message is generated,
application server 516 formats the message for an appropriate transmission
protocol and sends the message to conference server 420 (step 606). In one
aspect of the invention, application server 516 may format the message into
an XML message and transmit the message to conference server 420 using
TCP/IP protocol. Other types of transmission protocols and information
formats, however, may be implemented to transport the computer-enhanced
conference call message to conference server 420.
[095] Conference server 420 may extract information included in the
computer-enhanced conference call message to generate a conference
bridge message. A conference bridge message may be a set of commands
that are directed to a specific bridge (e.g., conference bridge 324) that
instructs the bridge to set up a conference call by dialing out to the users
identified in the computer-enhanced conference call message. In one aspect

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
31
of fihe invention, conference server 420 may determine which one of a
plurality of bridges (not shown) is configured to handle conference call
communications with any of the conference users. Conference server 420
may identify conference bridge 324 as being dedicated to handle conference
call operations and thus generate a conference bridge message based on the
identification of conference bridge 324. That is, conference server 420 may
format a message that includes one or more commands directed to
conference bridge 324. The conference bridge message may also include
information reflective of whether different conference users have
authorization to participate in a collaboration between conference users.
[096] Conference bridge 324 may receive the conference bridge
message and, based on the commands included in the message, may setup
a conference call that includes the initiating user and any other conference
users identified in the conference bridge message (step 608). In one aspect
of the invention, conference bridge 324 may collect the telephone number for
each conference user (including the initiating user) from the conference
bridge message. Once the conference call is configured, conference bridge
324 may use the collected telephone numbers to call conference users (step
610). For example, conference bridge 324 may attempt dial out to each
device (e.g., user terminals 108a -108n, 112; phones 114-124, etc.)
corresponding to the collected telephone numbers using the signaling
protocols and/or components implemented by voice network 104, such as
SCPs, SSPs, SCPs, ISCPs, SS7 protocol infrastructures, etc.
[097] Conference bridge 324 may also extract, from the conference
bridge message, the information reflective of whether different conference
users have authorization to participate in a collaboration between conference
users. In one embodiment, conference bridge 324 may include an
appropriate indicator of whether a specific conference user is authorized for
collaboration as part of calf data associated with the call from conference
bridge 324 to the specific conference user. ,

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
32
[098] In addition, application server 516 may initiate a collaboration
from the perspective of the party initiating the computer-enhanced conference
call (step 612). -For example, application server 516 may launch collaboration
software (e.g., WebEx, NetMeeting, etc.) from the viewpoint of the initiating
user. More particularly, application server 516 may open collaboration
software that is stored, for example, local to application server 516 or on a
user-terminal 112 designated for use by the initiating user. Thereafter,
features associated with the collaboration software that cause data to be
shared may be activated. The initiating user may also select data to be
shared in a collaborative session and otherwise configure the collaboration
software in preparation for a collaborative session between the initiating
user
and the other conference users.
[099] Once communication is attempted to be established with a
conference user, methods and systems consistent with certain aspects
related to the present invention may perform a computer-enhanced
conference call process. Fig. 7 is a diagram of an exemplary flowchart of a
method for conducting a computer-enhanced conference call consistent with
the principles of the present invention. Although the steps of the flowchart
are described in a particular order, one skilled in the art will appreciate
that
these steps may be performed in a modified or different order. Further, one
or more of the steps in Fig. 7 may be performed concurrently or in parallel.
[0100] As shown, the computer-enhanced conference call process may
begin when a conference bridge, such as conference bridge 324, attempts to
establish communication contact with a conference user by calling a device
associated with the conference user (e.g., user terminal 108a, phone 120,
etc.) (step 702). SSP 308 or 370 may intercept the call from conference
bridge 324 (step 704). SSP 308 or 310 may intercept the call because it
encountered a trigger, such as a terminating attempt trigger or a specific
digit
string trigger, associafied with the call. For example, a trigger may be set
at
SSP 308 or 310 on each of the lines corresponding to a digital companion

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
33
customer, that is, a user that subscribes to various services of service
center
106. In this manner, a trigger is set to detect calls received at the SSP that
are directed to telephone numbers of digital companion customers. In one
embodiment, a conference user must be a digital companion customer in
order to participate in a computer-enhanced conference call. For the
purposes of this description, assume that conference users~are digital
companion customers.
[0101] After intercepting the call, SSP 308 or 310 sends a query to
ISCP 302 requesting further instructions. In response, ISCP 302 sends call
information to a network access server 410 (step 706). In one embodiment,
the call information may be sent to network access server 410 via a Generic
Data Interface (GDI), using a message structure associated with GDI (e.g.,
GetData, SendData, or InvokeApp). The call information sent to network
access server 410 may also be sent in an encrypted form.
[0102j The call information may include, for example, call state data, a
call intercept parameter, a voice mail parameter, time zone data, user ID,
called number data, calling name data, calling number data, and calling party
number (CPN) presentation information. The call information may also
include an indicator that the call is part of a computer-enhanced conference
call and data reflective of whether the called conference user is authorized
to
participate in a collaboration with other conference users. One of ordinary
skill in the art will appreciate that additional information may be included
with
the call information, or that some of the previously noted information may be
omitted from the call information.
[0103j Call state data may provide the current call state based on
processing (e.g., AIN processing) that has already occurred for the call. For
example, some possible values for call state data may be indicative of a call
being authorized for termination, a call being to a call intercept (CI)
service
node or IP, a call being from a CI service node or IP, a call being a priority
call

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
34
from the CI service node or IP, a call having a CI error encountered on a call
to a CI service node or IP, or a call being on the first leg of a click-to-
dial.call.
[0104] The call intercept parameter identifies when a customer (e.g.,
conference user) subscribes to a call intercept feature. In one embodiment, a
call intercept feature allows a customer to stop invalid numbers that
typically
appear as "unavailable," "private," "anonymous," or "out of area" on a caller
ID
display. The feature may tell callers that unidentified calls are not accepted
and ask them to record a name. If an unidentified caller does not record a
name or enter an override code, the called party's phone will not ring, thus
eliminating interruptions from unidentified callers.
[0105] The voice mail parameter identifies when a customer has voice
mail capability. Time zone data refers to the customer's time zone. Called
number data refers to the number of a called device associated with the
customer. User ID refers to a parameter that may have one of two values. If
a distinctive ring feature is present, then user ID is set to a primary number
value. If no such feature is present, then user ID is set to the same value as
the called number. Distinctive ring, for example, may provide a customer with
additional telephone numbers on a single line, with their own unique ringing
pattern. A customer's primary number is the main number associated with
the line.
[0106] Calling number data refers to the number of the caller. This
parameter may contain such a number when it is available. In addition, the
parameter may contain a calling party address when the information is made
available by a previously executed AIN service. Otherwise, the calling
number parameter may include some arbitrary string of digits or characters
(e.g., ten zeros) when the caller 1D information does or does not match a
particular format.
[0107] Calling name data refers to the name of the calling party. This
parameter may be retrieved when available, for example, by ISCP 302 from a
database such as LIDB 312. It may be typically possible to retrieve the
calling

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
3'5
name when the database was populated with this data by a previously
executed AIN service. If the calling name is not successfully retrieved, then
the calling name parameter may include, for example, an arbitrary string of
digits or characters (e.g., zeros) indicative of situations where there was no
response from LIDB 312, there was an erroneous response from LIDB 312,
there was no name returned from LIDB 312, the format of the caller ID is not
in conformance, or the caller ID presentation is restricted.
[0108] Upon receiving the call information from ISCP 302, network
access server 410 may decrypt the information, if necessary, and forward the
received information to application server 516 (step 708). Application server
516 may then determine whether the conference user associated with the
triggered phone number (e.g., destination/dialed phone number) is logged
info the digital companion system. Application server 516 makes this
determination, for example, by performing a lookup in a database, such as
database 522, using the called number as an index. Based on the called
number, application server 516 can determine a digital companion customer
ID. This digital companion customer iD may have a number of access points
(e.g., user terminals 108, 112) associated with it. Application server 516 may
lookup entries in database 522 that correspond to the digital companion
customer ID to determine whether the conference user is currently logged
onto the system using any access points. For example, whenever a
conference user is logged onto the system using an access point, an
indication of such is stored in database 522. If application server 516 finds
such an indication in database 522, then it knows that the conference user is
logged on, and it knows which access point the conference user is using.
[0109] If the conference user is not logged on anywhere, then there is
no way for service center 106 to communicate with the conference user using
digital companion operations. Instead, service center 106 logs the call.
When the conference user logs in at a later time, the conference user is
provided with an indication that the conference user was called. Calls may be

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
36
logged, for example, in database 522 or in other storage on digital companion
server 406 or communication portal server 408. The call may be
subsequently routed without digital companion processing. In this manner, a
conference user that is not logged into the digital companion system may be
able to answer a phone call from conference bridge 324 and participate in a
conference call, but may not be able to participate in any collaboration
between conference users. The conference user may also not be able to
receive notifications consistent with the present invention.
[0110] If the conference user is logged on, then application server 516
retrieves call preference information from a database (step 710). In one
embodiment, the database storing this call preference information may be
database 522, customer profile database 532, or another database used to
stored customer-related data. The call preference information may include,
for example, call block lists, lists of forwarding devices or telephone
numbers,
voice mail preferences, lists of recordings that the conference user can set
as
pre-recorded messages, etc.
[0111] Once the various call preferences have been retrieved,
application server 516 may determine one or more preferred devices for the
conference user. A preferred device may be, for example, a device that the
conference user previously designated for use in computer-enhanced
conference calls. The preferred device may be ultimately determined by a
number of factors. For example, application server 516 may be set to
recognize a device indicated in the retrieved call preferences as the
preferred
device. The device indicated in the call preferences may be different
depending on the disposition of the call. For example, a conference user may
select different devices for answering calls, voice mail, screening calls,
participating in computer-enhanced conference calls, etc.
[0112] In one embodiment, application server 516 may instead
recognize a predetermined default device as a preferred device. A default

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
37
device may be selected, for example, when a conference user neglects to
explicitly specify a device as the preferred device.
[0113] In another embodiment, application server 516 may instead
recognize the last device used by a conference user as the preferred device.
The last device used may also be selected, for example, when a conference
user neglects to explicitly specify a device as the preferred device. The
conference user also may explicitly select an option that specifies the last
device used as the preferred device.
[0114] Application server 516 may also receive information from
calendar server 518 concerning preferred devices. For example, calendar
server 518 may maintain information that indicates which device is specified
as a preferred device for a conference user in a particular time period (e.g.,
specific times, days, months, etc.). As such, a conference user may, in
advance, specify time periods during which different devices are designated
as preferred devices. Whenever there is a time period in which the
conference user scheduled a specific preferred device, calendar server 518
notifies application server 516 of the preferred device to be set for the
conference user.
[0115] Application server 516 may also provide the collected
information (e.g., call information, call preference information, and access
point information) to notification server 520 and instruct notification server
520
to send a computer-enhanced conference call notification to the conference
user associated with the called number (e.g., by providing an indication of
the
access point that the conference user is using to the notification server
520).
Notification server 520 has open connections to all devices (e.g., user
terminals 112) that are logged on. When notification server 520 receives
information from application server 516, it uses the information to route a
computer-enhanced conference call notification to the conference user at the
appropriate access point (step 712). The device receiving the notification
may or may not be a device designated by the conference user as the

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
38
preferred device. In one embodiment, the notification may be sent using a
protocol such as HTTP (Hypertext Transfer Protocol), Java, or a similar
protocol.
[0116] The computer-enhanced conference call notification may
present a conference user with the option of agreeing to participate in a
conference call. For example, the notification may include for display a user-
selectable option for accepting or declining the computer-enhanced
conference call request. The notification may also identify other conference
users, as well as identify which conference user initiated the computer-
enhanced conference call (e.g., the initiating user). Other types of
notifications may include additional information associated with the
conference call, such as subject of the call, a proposed agenda, etc. Also, in
the case that the conference user receiving the notification is the initiating
user, the notification may provide an indication that a computer-enhanced
conference call has been configured in accordance with a request by the
initiating user.
[0117] If the conference user does not accept the computer-enhanced
conference call request (step 714 - No), then an appropriate notification may
be sent to the initiating user (step 716). For example, network access server
410 may receive response information from the device of the conference user
that received the computer-enhanced conference call notification. The
response information may include information indicative of the conference call
request denial. In response, network access server 410 may request
application server 516 to instruct notification server 520 to provide the
initiating user with a notification that indicates that the conference user
declined the request. Options other than declining the conference call
request outright (e.g., do not accept the call and hang up) may also be
provided to the conference user. For example, other options may include
leaving a message for the initiating user, setting an alternate telephone
number to contact the conference user, and instructing conference bridge 324

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
39
to dial back in a user-specified amount of time. Further information on
options for declining a conference call request may be found in U.S. Patent
Application No. (Attorney Docket No. 03-1012), which is herein
incorporated by reference.
[0118] If the conference user accepts the computer-enhanced
conference call request (step 714 - Yes), then a determination is made as to
whether the conference user is authorized to participate in a collaboration
with other conference users (step 718). For example, network access server
410 may receive response information from the device of the conference user
that received the computer-enhanced conference call notification. The
response information may include information indicative of the conference call
request acceptance. In response, network access server 410 may instruct
application server 516 to examine the call information previously received in
step 708, in order to determine whether the conference user has collaboration
authorization.
[0119] If application server 516 determines that the conference user
does not have collaboration authorization (step 718-No), then the computer-
enhanced conference call may proceed without collaboration for the
conference user (step 720). In this manner, the conference user may
communicate with other conference users as though involved in a conference
telephone call, but the conference user may not share data with other
conference users (e.g., participate in a collaboration). For example, upon
determining that the conference user does not have collaboration
authorization, application server 516 may instruct network access server 410
to request that ISCP 302 complete the call to the conference user from
conference bridge 324. More particularly, network access server 410 may
request that ISCP 302 forward the call to a preferred device of the conference
user on which the conference user wishes to receive conference calls
specifically or phones calls generally. Alternatively, network access server

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
410 may request that ISCP 302 complete the call "as dialed" to a device that
corresponds to the phone number provided by the initiating user.
[0120] If application server 516 determines that the conference user
has collaboration authorization (step 718-Yes), the computer-enhanced
conference call may proceed with collaboration for the conference user (step
722). For example, the application server 516 may initiate the collaboration
from the conference user's perspective using the aforementioned
collaboration software. More particularly, application server 516 may open
collaboration software that is stored, for example, on the device to be used
by
the conference user in the collaboration, and cause the collaboration software
to automatically include the conference user in the collaboration that has
already been initiated from the perspective of the initiating user. In one
embodiment, the device to be used by the conference user in the
collaboration may have already been determined as part of the process to
determine a preferred device for the conference user. Alternatively, once
application server 516 has opened the collaboration software, the conference
user may be prompted to provide additional input to complete the
collaboration connection. This additional input may be, for example, an
indication of a device to use in the collaboration, confirmation that the
collaboration should proceed, or other information that may be useful in
configuring the collaboration software.
[0121] In addition to the collaboration being initiated from the
conference user's perspective, network access server 410 may also proceed
to instruct ISCP 302 to notify conference bridge 324 to connect the
conference user to the conference call in a manner consistent with the
conference call connection described above in conjunction with step 720. In
this manner, the conference user may communicate with other conference
users using a conference telephone call and/or a collaboration.
[0122] While the present invention has been described in connection
with various embodiments, many modifications will be readily apparent to

CA 02507152 2005-05-25
WO 2004/049677 PCT/US2003/037704
41
those skilled in the art. One skilled in the art will also appreciate that all
or
part of the systems and methods consistent with the present invention may be
stored on or read from computer-readable media, such as secondary storage
devices, like hard disks, floppy disks, and CD-ROM; a carrier wave received
from a network such as the Internet; or other forms of ROM or RAM.
Accordingly, embodiments of the invention are not limited to the above
described embodiments and examples, but instead is defined by the
appended claims in light of their full scope of equivalents.

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

2024-08-01:As part of the Next Generation Patents (NGP) transition, the Canadian Patents Database (CPD) now contains a more detailed Event History, which replicates the Event Log of our new back-office solution.

Please note that "Inactive:" events refers to events no longer in use in our new back-office solution.

For a clearer understanding of the status of the application/patent presented on this page, the site Disclaimer , as well as the definitions for Patent , Event History , Maintenance Fee  and Payment History  should be consulted.

Event History

Description Date
Inactive: IPC deactivated 2013-01-19
Inactive: IPC deactivated 2013-01-19
Application Not Reinstated by Deadline 2012-12-10
Inactive: Dead - No reply to s.30(2) Rules requisition 2012-12-10
Deemed Abandoned - Failure to Respond to Maintenance Fee Notice 2012-11-26
Inactive: IPC removed 2012-02-27
Inactive: IPC removed 2012-02-27
Inactive: IPC removed 2012-02-27
Inactive: IPC removed 2012-02-27
Inactive: IPC removed 2012-02-27
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC assigned 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: IPC removed 2012-02-22
Inactive: Abandoned - No reply to s.30(2) Rules requisition 2011-12-08
Inactive: S.30(2) Rules - Examiner requisition 2011-06-08
Inactive: IPC expired 2009-01-01
Inactive: IPC expired 2009-01-01
Letter Sent 2008-12-19
All Requirements for Examination Determined Compliant 2008-11-24
Request for Examination Received 2008-11-24
Request for Examination Requirements Determined Compliant 2008-11-24
Letter Sent 2006-09-13
Inactive: Single transfer 2006-07-26
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: IPC from MCD 2006-03-12
Inactive: First IPC assigned 2005-09-15
Inactive: Courtesy letter - Evidence 2005-08-30
Inactive: Cover page published 2005-08-29
Inactive: Notice - National entry - No RFE 2005-08-23
Application Received - PCT 2005-06-20
National Entry Requirements Determined Compliant 2005-05-25
Application Published (Open to Public Inspection) 2004-06-10

Abandonment History

Abandonment Date Reason Reinstatement Date
2012-11-26

Maintenance Fee

The last payment was received on 2011-11-21

Note : If the full payment has not been received on or before the date indicated, a further fee may be required which may be one of the following

  • the reinstatement fee;
  • the late payment fee; or
  • additional fee to reverse deemed expiry.

Patent fees are adjusted on the 1st of January every year. The amounts above are the current amounts if received by December 31 of the current year.
Please refer to the CIPO Patent Fees web page to see all current fee amounts.

Fee History

Fee Type Anniversary Year Due Date Paid Date
Basic national fee - standard 2005-05-25
MF (application, 2nd anniv.) - standard 02 2005-11-25 2005-11-21
Registration of a document 2006-07-26
MF (application, 3rd anniv.) - standard 03 2006-11-27 2006-11-27
MF (application, 4th anniv.) - standard 04 2007-11-26 2007-11-26
Request for examination - standard 2008-11-24
MF (application, 5th anniv.) - standard 05 2008-11-25 2008-11-24
MF (application, 6th anniv.) - standard 06 2009-11-25 2009-11-23
MF (application, 7th anniv.) - standard 07 2010-11-25 2010-11-22
MF (application, 8th anniv.) - standard 08 2011-11-25 2011-11-21
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
VERIZON DATA SERVICES INC.
Past Owners on Record
BRIAN F. ROBERTS
MAHESH RAJAGOPALAN
NAGENDRA KUNUTURI
RAMKUMAR K. MAMBAKKAM
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
Documents

To view selected files, please enter reCAPTCHA code :



To view images, click a link in the Document Description column (Temporarily unavailable). To download the documents, select one or more checkboxes in the first column and then click the "Download Selected in PDF format (Zip Archive)" or the "Download Selected as Single PDF" button.

List of published and non-published patent-specific documents on the CPD .

If you have any difficulty accessing content, you can call the Client Service Centre at 1-866-997-1936 or send them an e-mail at CIPO Client Service Centre.


Document
Description 
Date
(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Description 2005-05-24 41 2,150
Claims 2005-05-24 19 704
Abstract 2005-05-24 2 73
Drawings 2005-05-24 7 119
Representative drawing 2005-08-25 1 7
Cover Page 2005-08-28 1 45
Reminder of maintenance fee due 2005-08-22 1 110
Notice of National Entry 2005-08-22 1 193
Request for evidence or missing transfer 2006-05-28 1 101
Courtesy - Certificate of registration (related document(s)) 2006-09-12 1 105
Reminder - Request for Examination 2008-07-27 1 119
Acknowledgement of Request for Examination 2008-12-18 1 176
Courtesy - Abandonment Letter (R30(2)) 2012-02-29 1 164
Courtesy - Abandonment Letter (Maintenance Fee) 2013-01-20 1 171
PCT 2005-05-24 1 63
Correspondence 2005-08-22 1 26
Fees 2005-11-20 1 31
Fees 2006-11-26 1 39
Fees 2007-11-25 1 39
Fees 2008-11-23 1 37