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Patent 3042814 Summary

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(12) Patent: (11) CA 3042814
(54) English Title: TOLL-FREE TELECOMMUNICATIONS AND DATA MANAGEMENT PLATFORM
(54) French Title: PLATEFORME DE GESTION DE TELECOMMUNICATIONS ET DE DONNEES SANS FRAIS
Status: Granted
Bibliographic Data
(51) International Patent Classification (IPC):
  • H04M 3/22 (2006.01)
  • H04L 12/725 (2013.01)
(72) Inventors :
  • SHARMA, SRIRAM (United States of America)
  • CARTER, WILLIAM (United States of America)
  • BHAT, MANISHA (United States of America)
  • CARTER, PAMELA J. (United States of America)
  • CHAUHAN, SANJEEV (United States of America)
  • KARNAS, RYAN (United States of America)
  • KIMMEL, MICHAEL (United States of America)
  • WONG, SUK YEE (United States of America)
  • STIFFLER, ALAN (United States of America)
  • LAKHANI, DEWANG (United States of America)
(73) Owners :
  • SOMOS, INC. (United States of America)
(71) Applicants :
  • SOMOS, INC. (United States of America)
(74) Agent: SMART & BIGGAR LP
(74) Associate agent:
(45) Issued: 2022-04-12
(22) Filed Date: 2017-03-03
(41) Open to Public Inspection: 2018-04-19
Examination requested: 2019-05-09
Availability of licence: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data:
Application No. Country/Territory Date
62/410176 United States of America 2016-10-19

Abstracts

English Abstract

A Toll-Free Management Platform (TFMP) includes methods and systems for number administration, customer administration, call management services, texting services and text registry, and a smart services registry. The TFMP may allow users to receive through a web-based interface, an activate request from a user, wherein the request includes at least a customer record template reference and an indication of when to active a toll- free telecommunications number associated with the request. The request may include at least one IP address datum associated with the toll-free telecommunications number. A user interface may allow activating a toll-free number, and users may access the TFMP to create and access existing templates of toll-free call routing templates, and utilize a routing tree engine to create customized call routing trees for the toll-free numbers of interest to the user.


French Abstract

Il est décrit une plateforme de gestion sans frais qui comprend des méthodes et systèmes de gestion de numéros, de gestion de clients, de services de gestion des appels, denregistrement de services intelligent et de services déchange et denregistrement de textos. La plateforme de gestion sans frais peut permettre aux utilisateurs de recevoir une demande dactivation de la part dun utilisateur par lintermédiaire dune interface Web, laquelle demande comprend au moins une référence de modèle de registre client et une indication du moment auquel activer un numéro de téléphone sans frais associé à la demande. La demande peut comprendre au moins une série de données sur adresse IP associée au numéro de téléphone sans frais. Une interface utilisateur peut permettre dactiver le numéro sans frais et permet aux utilisateurs daccéder à la plateforme de gestion sans frais pour créer des modèles dacheminement dappels sans frais et se servir de modèles existants ainsi quutiliser un moteur darborescence dacheminement afin de créer des arborescences dacheminement pour les appels sans frais qui les intéressent.

Claims

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


270
CLAIMS:
1. A method of identifying and storing call routing data associated with a
toll-
free-communication entity, comprising:
identifying a toll-free call route trend among a plurality of toll-free calls
taking
place within a toll-free network operator platform; wherein the toll-free call
route trend is
identified at least in part by call routings among toll-free numbers sharing a
shared
attribute;
notifying the toll-free network operator platform of the toll-free call route
trend;
identifying an entity using at least one first toll-free number with the
shared
attribute from entities using the toll-free network operator platform;
receiving, through a web-based interface, a request to add at least one second
toll-
free number sharing the shared attribute, wherein the second toll-free number
is the same
as the first toll-free number or is another different toll-free number,
wherein the request
includes at least one IP address datum associated with the entity and the at
least one
second toll-free number sharing the shared attribute; and
creating a call route template update for use in directing calls to the at
least one
second toll-free number sharing the shared attribute, wherein the call route
template
update includes the at least one IP address datum.
2. The method of claim 1, wherein the entity is a carrier.
3. The method of claim 1, wherein the entity is a call center.
4. The method of claim 1, wherein the entity is a service control point.
5. The method of claim 1, wherein the shared attribute is an originating
state or
province.
6. The method of claim 1, wherein the shared attribute is a geographic
region.
Date Recue/Date Received 2021-04-07

271
7. The method of claim 1, wherein the shared attribute is an area code.
8. The method of claim 1, wherein the shared attribute is a
telecommunications
carrier.
9. The method of claim 1, wherein calls are directed based at least in part
on a
call routing preference associated with the entity.
10. The method of claim 9, wherein the call routing preference is stored in
a call
routing template.
11. The method of claim 9, wherein the call routing preference varies based
at least
in part on the shared attribute.
Date Recue/Date Received 2021-04-07

Description

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


DEMANDES OU BREVETS VOLUMINEUX
LA PRESENTE PARTIE DE CETTE DEMANDE OU CE BREVETS
= COMPREND PLUS D'UN TOME.
CECI EST LE TOME 1 _________________________ DE 2
NOTE: Pour les tomes additionels, veillez contacter le Bureau Canadien des
Brevets.
JUMBO APPLICATIONS / PATENTS
THIS SECTION OF THE APPLICATION / PATENT CONTAINS MORE
THAN ONE VOLUME.
THIS IS VOLUME 1 OF 2
NOTE: For additional volumes please contact the Canadian Patent Office.

85268942
1
TOLL-FREE TELECOMMUNICATIONS AND DATA MANAGEMENT
PLATFORM
[0001] This application is a divisional of Canadian Patent Application

No. 2,959,916 filed March 3, 2017.
[0002]
FIELD OF INVENTION
[0003] This disclosure is related to the operation, control and
management of toll-
free telecommunication lines.
Date Recue/Date Received 2020-06-12

85268942
2
BACKGROUND
100041
Businesses increasingly use toll-free telephone numbers for providing
customers with a convenient and cost-free means of communicating with them and
their
various departments, such as customer service and technical support
representatives. With the
proliferation of toll-free numbers and advanced business analytics for
receiving, routing, and
logging, the use of such numbers has come increased complexity in managing
toll-free
numbers.
SUMMARY
100051 A
method according to one disclosed non-limiting embodiment of the
present disclosure may include a web-based interface adapted to communicate
with a toll-free
telecommunications management platform and a toll-free network operator
platform; at least
one processor in communication with the toll-free telecommunications
management platform,
wherein the web-based interface is adapted to transmit a command to the at
least one
processor; a database associated with the toll-free telecommunications
management platform,
wherein the database contains call routing data that is associated with the
toil-free network
operator platform; and
100041 an
activation mechanism within the web-based interface, the activation
mechanism programmed to generate the command, wherein the command is to at
least update
the database by appending IP address data to the call routing data.
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[0007] In embodiments, an activate request may be received from
a user,
through a web-based interface, wherein the request includes at least a
customer record
template reference and an indication of when to activate a toll-free
telecommunications
number associated with the request. An add request may be received from the
user,
through the web-based interface, wherein the add request includes at least one
IP address
datum associated with the toll-free telecommunications number. A customer
record
template may be updated and a call routing table with the at least one IF
address based at
least in part on the received add request, wherein the call routing table is
associated with
the toll-free telecommunications number, and the update stored in a database
that is
associated with a toll-free telecommunications management. A call routing
table may be
configured to include multiple carriers. A call routing table may be
configured to have at
least one rule pertaining to the proximity of a caller to an entity associated
with the toll-
free number. A rule may be shared with a service provider and/or integrated
within a call
routing template. In embodiments, the web-based interface may be designed to
operate
on a mobile device, including but not limited to a smart phone.
[0008] In embodiments, a toll-free call route trend may be
identified among a
plurality of toll-free calls taking place within a toll-free network operator
platform;
wherein the call route trend is identified at least in part by call routings
among toll-free
numbers sharing an attribute. The toll-free network operator platform may be
notified of
the trend, an entity identified using at least one toll-free number with the
shared attribute
from among the entities using the toll-free network operator platform. An add
request
may be received through a web-based interface, wherein the add request
includes at least
one IP address datum associated with the entity and at least one toll-free
number sharing
the attribute, and a call route template update created for use in directing
calls to the at
least one toll-free number sharing the attribute, wherein the call routing
template update
includes the at least one IP address datum. hi embodiments, an entity may be a
carrier, a
call center, a service control point, or some other type of entity. An
attribute may be an
originating state, a geographic region, an area code, a telecommunications
carrier, or
some other type of attribute. In embodiments, calls may be directed based at
least in part
on a call routing preference associated with an entity. A call routing
preference may be
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stored in a call routing template. Call routing preference may vary based at
least in part
on the attribute.
[0009] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include receiving a one-click activate request from a
user, wherein
the request includes at least a customer record template reference and an
indication of
when to active a toll-free number associated with the request; searching a
responsible
organization record to determine the presence of a defined customer template
record
relating to the user request, wherein the responsible organization is
associated with toll-
free telecommunications; retrieving at least one customer template record,
wherein the
customer template record is a defined customer template record for the
responsible
organization; and activating the user request, wherein the activation includes
at least one
of activating or reserving the toll-free number.
[0010] A further embodiment of the present disclosure may
include that the
one-click activate request is received from a widget that is operable on a
client device.
[0011] A further embodiment of the present disclosure may
include that the at
least one customer template record includes call path data derived at least in
part from a
predictive analytics engine.
[0012] A further embodiment of the present disclosure may
include that the
activation of the user request creates a toll-free service provider identifier
(TSPID) that is
associated with the user.
[0013] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include creating at least two toll-free call routing
tables based on a
congestion threshold criterion, wherein the first of the two call routing
tables is to be used
when toll-free call volumes occurring within a toll-free telecommunications
carrier
network are below the congestion threshold, and the second of the two call
routing tables
is to be used when toll-free call volumes occurring within a toll-free
telecommunications
carrier network are equal to or above the congestion threshold; providing the
call routing
tables to at least one service control point that is associated with the toll-
free
telecommunications carrier network; monitoring toll-free call volumes and
durations
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occurring within a toll-free telecommunications carrier network; receiving at
least one of
a call count datum or call duration datum from the toll-free
telecommunications carrier
network wherein the call count datum or call duration datum indicates a change
in call
volumes over the toll-free telecommunications carrier network from below the
congestion
threshold to above the congestion threshold; and instructing the service
control point to
switch from using the first call routing table to the second call routing
table.
[0014] A further embodiment of the present disclosure may include
that the
switch from the first call routing table to the second call routing table is
based at least in
part on the receipt of an abuse report associated with toll-free number within
the toll-free
telecommunications carrier network.
[0015] A further embodiment of the present disclosure may include
that the
call volume is expressed as a percentage of the total call volume occurring
over the
network.
[0016] A further embodiment of the present disclosure may include
that the
call volume is specific to an entity.
[0017] A further embodiment of the present disclosure may include
that the
switch to the second call routing table is automated and occurs in real time.
[0018] A further embodiment of the present disclosure may include
that
decision nodes of the first and second call routing tables are loaded into the
service
control point.
[0019] A further embodiment of the present disclosure may include
that the
call volumes are used to create a call path score for a possible call route
path that is
available on the network.
[0020] A further embodiment of the present disclosure may include
that the
call path score is based at least in part on a call travel distance estimate.
[0021] A further embodiment of the present disclosure may include
that the
call path score is based at least in part on a call travel speed estimate.
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[0022] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include receiving data relating to toll-free number
call activity
from a toll-free telecommunications system, wherein the data includes at least
one of call
duration or call count data; receiving third party data relating to
macroeconomic activity;
modeling at least one of call duration or call count data with the third party
data to derive
a macroeconomic trend; receiving a request from a client device to present the

macroeconomic trend; and presenting a representation of the macroeconomic
trend to a
user interface on the client device.
[0023] A further embodiment of the present disclosure may
include that the
presentation of the macroeconomic trend is presented to the user interface in
conjunction
with a sponsored content.
[0024] A further embodiment of the present disclosure may
include that the
third party data is stock market data.
[0025] A further embodiment of the present disclosure may
include that the
third party data is Bloomberg TM data.
[0026] A further embodiment of the present disclosure may
include that the
third party data is government data.
100271 A further embodiment of the present disclosure may
include that the
third party data is social media data.
[0028] A further embodiment of the present disclosure may
include that there
is a temporal delay between the time of the request and the time of the
presentation of
long enough duration that the client device enters a sleep mode as regards the
interaction,
and the client device is activated out of sleep mode upon the presentation.
[0029] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include receiving a one-click activate request from a
user, wherein
the request includes at least a customer record template reference and an
indication of
when to active a toll-free number associated with the request; searching a
responsible
organization record to determine the presence of a defined customer template
record
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relating to the user request, wherein the responsible organization is
associated with toll-
free telecommunications; retrieving at least one customer template record,
wherein the
customer template record is a defined customer template record for the
responsible
organization; and activating the user request, wherein the activation includes
at least one
of activating or reserving the toll-free number.
[0030] A user interface according to one disclosed non-limiting
embodiment
of the present disclosure can include a webpage; and a widget operable to
reserve a toll
free number embedded within the webpage.
[0031] A further embodiment of the present disclosure may include
that the
widget provides a login element.
[0032] A further embodiment of the present disclosure may include
that the
widget provides a search feature for the toll free number.
[0033] A further embodiment of the present disclosure may include
that the
widget provides a reservation feature for the toll free number.
[0034] A further embodiment of the present disclosure may include
that the
widget provides an activation feature for the toll free number.
[0035] A further embodiment of the present disclosure may include
that the
widget provides historical information related to actions previously performed
by a user.
[00361 A further embodiment of the present disclosure may include
that the
widget provides one-click functionality.
[0037] A method to secure user interface according to one disclosed
non-
limiting embodiment of the present disclosure can include lazy loading a
widget operable
to reserve a toll free number embedded within a webpage.
[0038] A further embodiment of the present disclosure may include
providing
a login element upon loading of the widget.
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[0039] A further embodiment of the present disclosure may
include providing
a search feature for the toll free number.
[0040] A further embodiment of the present disclosure may
include providing
a reservation feature for the toll free number.
[0041] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include receiving data relating to at least one of a
dip rate or dip
volume that is associated with a toll-free number; receiving social media data
relating to
usage of the toll-free number; analyzing the combined data and social media
data to
create a valuation metadata tag that is associated with the toll-free number,
wherein the
valuation metadata is a quantitative summary of the demand associated with the
toll-free
number; and distributing a communication to an entity regarding the current
valuation of
the toll-free number.
[0042] A further embodiment of the present disclosure may
include that the
data is data sniffer data.
[0043] A further embodiment of the present disclosure may
include that the
tag includes data related to a category of toll-free number.
[0044] A further embodiment of the present disclosure may
include that the
category relates to an industry segment.
[0045] A further embodiment of the present disclosure may
include that the
tag includes data relating to popularity as derived at least in part from the
search history
associated with the toll-free number.
[0046] A further embodiment of the present disclosure may
include that the
tag includes location information associated with the toll-free number.
[0047] A further embodiment of the present disclosure may
include that the
tag includes financial information associated with the toll-free number.
[0048] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include analyzing data relating to a toll-free number
and social
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media data to create a valuation metadata tag that is associated with the toll-
free number,
wherein the valuation metadata is a quantitative summary of the inferred
economic
activity associated with the toll-free number; inferring a rating of a second
toll-free
number based at least in part on the valuation metadata, wherein the toll-free
number and
the second toll-free number share an attribute; and storing the inferred
rating of the
second toll-free number.
[0049] A further embodiment of the present disclosure may include
that the
data is data sniffer data.
[0050] A further embodiment of the present disclosure may include
that the
inferred rating is presented to a user in a user interface upon the user
submitting a toll-
free number query.
[0051] A further embodiment of the present disclosure may include
that the
inferred rating generates an alert to a user if it exceeds a given rating
value.
[0052] A further embodiment of the present disclosure may include
that the
alert is sent to a user sharing the attribute.
[0053] A method according to one disclosed non-limiting embodiment of
the
present disclosure can include receiving data relating to at least one of a
dip rate or dip
volume that is associated with a toll-free number; receiving social media data
relating to
usage of the toll-free number; analyzing the combined data and social media
data to
create a valuation metadata tag that is associated with the toll-free number,
wherein the
valuation metadata is a quantitative summary of the demand associated with the
toll-free
number; and initiating a toll-free number reservation based on the current
valuation of the
toll-free number.
[0054] A further embodiment of the present disclosure may include
that the
data is data sniffer data.
[0055] A method according to one disclosed non-limiting embodiment of
the
present disclosure can include creating at least two toll-free call routing
tables based on a
congestion threshold criterion, wherein the first of the two call routing
tables is to be used
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when toll-free call volumes occurring within a toll-free telecommunications
carrier
network are below the congestion threshold, and the second of the two call
routing tables
is to be used when toll-free call volumes occurring within a toll-free
telecommunications
carrier network are equal to or above the congestion threshold; providing the
call routing
tables to at least one service control point that is associated with the toll-
free
telecommunications carrier network; monitoring toll-free call volumes and
durations
occurring within a toll-free telecommunications carrier network; receiving at
least one of
a call count datum or call duration datum from the toll-free
telecommunications carrier
network wherein the call count datum or call duration datum indicates a change
in call
volumes over the toll-free telecommunications carrier network from below the
congestion
threshold to above the congestion threshold; and instructing the service
control point to
switch from using the first call routing table to the second call routing
table.
[0056] A further embodiment of the present disclosure may
include that the
call volume is expressed as a percentage of the total call volume occurring
over the
network.
[0057] A further embodiment of the present disclosure may
include that the
call volume is an indication of a network failure to transmit calls.
[0058] A further embodiment of the present disclosure may
include that the
call volume is specific to an entity.
[0059] A further embodiment of the present disclosure may
include that the
entity is a carrier.
[0060] A further embodiment of the present disclosure may
include that the
entity is a call center.
[00611 A further embodiment of the present disclosure may
include that the
entity is a service control point.
[0062] A further embodiment of the present disclosure may
include that the
switch to the second call routing table is automated and occurs in real time.
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[0063] A further embodiment of the present disclosure may include
that
decision nodes of the first and second call routing tables are loaded into the
service
control point.
[0064] A further embodiment of the present disclosure may include
that the
call volumes are used to create a call path score for a possible call route
path that is
available on the network.
[0065] A further embodiment of the present disclosure may include
that the
call path score is based at least in part on a call travel distance estimate.
[0066] A further embodiment of the present disclosure may include
that the
call path score is based at least in part on a call travel speed estimate.
[0067] A further embodiment of the present disclosure may include
that the
call path score is used in association with the congestion threshold criterion
to determine
the switch to the second call route table.
[0068] A method according to one disclosed non-limiting embodiment of
the
present disclosure can include associating a toll-free telecommunications
network
congestion threshold criterion with a first rule regarding the usage of a
plurality of call
routing tables, and a second rule regarding the usage of a plurality of
telecommunications
carriers, wherein the congestion threshold criterion indicates a level of toll-
free call
volumes occurring within the toll-free telecommunications network; and
switching toll-
free calls across the telecommunications carriers based at least on the
congestion
threshold criterion, wherein the switched calls are further routing according
to at least one
of the plurality of call routing tables.
[0069] A method according to one disclosed non-limiting embodiment of
the
present disclosure can include creating at least two toll-free call routing
tables based on a
congestion threshold criterion, wherein the first of the two call routing
tables is to be used
when toll-free call volumes occurring within a toll-free telecommunications
carrier
network are below the congestion threshold, and the second of the two call
routing tables
is to be used when toll-free call volumes occurring within a toll-free
telecommunications
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carrier network are equal to or above the congestion threshold; providing the
call routing
tables to at least one service control point that is associated with the toll-
free
telecommunications carrier network; monitoring toll-free call volumes and
durations
occurring within a toll-free telecommunications carrier network; receiving at
least one of
a call count datum or call duration datum from the toll-free
telecommunications carrier
network wherein the call count datum or call duration datum indicates a change
in call
volumes over the toll-free telecommunications carrier network from below the
congestion
threshold to above the congestion threshold; creating a second congestion
threshold
criterion based on the data received from the toll-free telecommunications
network; and
creating a third call routing table based on the second congestion threshold
criterion.
[0070] A further embodiment of the present disclosure may include
that the
toll-free call traffic occurring within a toll-free telecommunications network
is switched
based at least in part on one of the first or second congestion threshold
criterion.
[0071] A method of identifying and storing an identifier associated
with a
toll-free-communication entity, according to one disclosed non-limiting
embodiment of
the present disclosure can include locating an identifier within the header
portion of an
SMS text message routed over a toll-free telecommunications line, the
identifier located
based at least in part through latent semantic indexing; comparing the located
identifier
with metadata stored on a server, the metadata associated with a plurality of
entities;
selecting an entity from among the plurality of entities based at least in
part on the
comparison; and storing a code associated with the entity within a translation
table
associated with a toll-free telecommunications management platform.
[0072] A further embodiment of the present disclosure may include
that the
code is an FCC code.
[0073] A further embodiment of the present disclosure may include
that the
entity is engaged in multimedia content distribution.
[0074] A further embodiment of the present disclosure may include
that the
entity is an ad agency.
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[00751 A further embodiment of the present disclosure may include
that the
translation table pertains to routing voice data.
[0076] A further embodiment of the present disclosure may include
that the
translation table pertains to routing multimedia data.
[0077] A method of creating and storing an identifier associated with
a toll-
free-communication entity, according to one disclosed non-limiting embodiment
of the
present disclosure can include locating data within the header portion of an
SMS text
message routed over a toll-free telecommunications line, the data located
based at least in
part through latent semantic indexing; creating an entity identifier based at
least on the
data; storing a code associated with the entity identifier and an entity
within a translation
table associated with a toll-free telecommunications management platform; and
associating the entity and entity identifier with a call routing table.
[0078] A further embodiment of the present disclosure may include
that the
call routing table is configured to include multiple carriers.
[0079] A further embodiment of the present disclosure may include
that the
call routing table is configured to have at least on rule pertaining to the
time of day at
which a call occurs.
[0080] A further embodiment of the present disclosure may include
that the
call routing table is configured to have at least one rule pertaining to the
proximity of a
caller to the entity.
[00811 A method of identifying and storing an identifier associated
with a
toll-free-communication entity, according to one disclosed non-limiting
embodiment of
the present disclosure can include identifying a toll-free call route trend
among a plurality
of toll-free calls taking place within a toll-free telecommunications network;
wherein the
call route trend is identified at least in part by call routings among toll-
free numbers
sharing an attribute; creating a call route template based at least in part on
the trend;
identifying an entity using at least one toll-free number with the shared
attribute;
prepopulating a call route tree for the entity based on the call route
template.
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[0082] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include storing a taxonomy of abuse events that may
occur
regarding the usage of a toll-free number; storing a rule regarding an action
to take upon
receipt of a reported abuse event, wherein the rule specifies a routing rule
defining how a
call that is associated with the abuse event is to be routed over a toll-free
telecommunications system; receiving a report of abuse of a toll-free number;
identifying
at least one abuse event within the stored taxonomy and routing rule that is
related to
content of the abuse report; and automatically routing a call that is the
subject of the
abuse report according to the routing rule.
[0083] A further embodiment of the present disclosure may
include that the
report of abuse derives from a call center.
[0084] A further embodiment of the present disclosure may
include that the
report of abuse derives from a telecommunications carrier.
[0085] A further embodiment of the present disclosure may
include that the
report of abuse derives from a business entity.
100861 A further embodiment of the present disclosure may
include that the
routing rule is integrated within a call routing template.
[0087] A further embodiment of the present disclosure may
include that the
call routing template is shared with an entity other than that generating the
report of
abuse.
[0088] A further embodiment of the present disclosure may
include that the
routing of the call is manual instead of automatic.
[0089] A further embodiment of the present disclosure may
include that the
report of abuse includes data relating to a responsible organization.
[0090] A further embodiment of the present disclosure may
include that the
report of abuse includes data relating to a time of the abuse event.
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[0091] A further embodiment of the present disclosure may
include that the
report of abuse includes data relating to an originating number.
[0092] A further embodiment of the present disclosure may
include that the
report of abuse includes data relating to a geographic location of an
originating number.
[0093] A further embodiment of the present disclosure may
include that the
report of abuse includes data relating to a geographic location of a
terminating number.
[0094] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include receiving a report of abuse of a toll-free
number;
identifying an absence of an abuse event definition within a stored taxonomy
that is
related to the type of abuse reported; storing a new definition of the abuse
event within
the taxonomy; and creating a routing rule defining how a call that is
associated with the
abuse event is to be routed over a toll-free telecommunications system.
[0095] A further embodiment of the present disclosure may
include that the
stored definition is further associated with third party industry data.
[0096] A method according to one disclosed non-limiting
embodiment of the
present disclosure can include storing a taxonomy of abuse events that may
occur
regarding the usage of a toll-free number; associating the abuse events in the
taxonomy
with a toll-free number rating action; receiving a report of abuse of a toll-
free number;
identifying at least one abuse event within the stored taxonomy and rating
action that is
related to content of the abuse report; automatically computing a rating for
the toll-free
number based on the rating action; and reporting the rating to an entity.
[0097] A further embodiment of the present disclosure may
include that the
rating is associated with a call routing rule.
[0098] A further embodiment of the present disclosure may
include that the
call routing rule is shared with a service provider.
[0099] A mobile device, according to one disclosed non-limiting
embodiment
of the present disclosure may include a unique toll-free ID (TFID) present in
the mobile
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device, the TFID operable to facilitate toll-free communication between the
mobile
device and a manufacturer.
[00100] A further embodiment of the present disclosure may include that the
TFID is hard flashed in the mobile device and present at the time of
manufacture of the
mobile device.
[00101] A further embodiment of the present disclosure may include that the
TFID is operable to identify a customer.
[00102] A further embodiment of the present disclosure may include that the
TFID is operable to identify a toll free provider that is providing the toll
free
communication.
[00103] A further embodiment of the present disclosure may include that the
TFID is provided via a standard support app that is natively installed.
[00104] A further embodiment of the present disclosure may include that the
TFID is agnostic of type of mobile device.
[00105] A further embodiment of the present disclosure may include that the
TFID facilitates a consumer's ability to at least one of talk, message, view,
and browse
support related features associated with merchandise at a point of sale.
[00106] A further embodiment of the present disclosure may include that the
TFID facilitates a registration process.
[00107] A further embodiment of the present disclosure may include that the
TFID facilitates a warranty process.
[00108] A further embodiment of the present disclosure may include a TFID
Mobile App resident on the mobile device, the TFID Mobile App operable with
the
TFID.
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[00109] A further embodiment of the present disclosure may include that the
TFID Mobile App facilitates reading of at least one of a QR code, Barcode,
RFID, and a
serial number via a camera of the mobile device.
[00110] A method of communication via a toll-free service according to one
disclosed non-limiting embodiment of the present disclosure can include
associating at
least one mobile device to merchandise purchased from a manufacturer via a
unique toll-
free ID (TFID) present in the mobile device, the TFID operable to facilitate
toll-free
communication between the mobile device and the manufacturer.
[00111] A further embodiment of the present disclosure may include reading of
at least one of a QR code, Barcode, RFID, and a serial number via a camera of
the mobile
device.
[00112] A further embodiment of the present disclosure may include
associating at least one of the QR code, Barcode, RFID, and the serial number
with the
TFID via a TFID Mobile App.
[00113] A further embodiment of the present disclosure may include
identifying a customer via the TFID.
[00114] A further embodiment of the present disclosure may include
identifying a toll free provider that is providing the toll free service via
the TFID.
[00115] A method according to one disclosed non-limiting embodiment of the
present disclosure can include receiving data relating to toll-free number
call activity
from a toll-free telecommunications system, wherein the data includes at least
one of call
duration or call count data; receiving third party data relating to
macroeconomic activity;
modeling at least one of call duration or call count data with the third party
data to derive
a macroeconomic trend; receiving a request from a client device to present the

macroeconomic trend; and presenting a representation of the macroeconomic
trend to a
user interface on the client device.
[00116] A further embodiment of the present disclosure may include that the
toll-free telecommunications system is a toll-free service provider.
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[00117] A further embodiment of the present disclosure may include that the
toll-free telecommunications system is a service control point.
[00118] A further embodiment of the present disclosure may include that the
toll-free telecommunications system is an interexchange carrier.
[00119] A further embodiment of the present disclosure may include that the
third party data is stock market data.
[00120] A further embodiment of the present disclosure may include that the
third party data is Bloomberg TM data.
1001211 A further embodiment of the present disclosure may include that the
third party data is government data.
[00122] A further embodiment of the present disclosure may include that the
third party data is social media data.
[00123] A further embodiment of the present disclosure may include that the
third party data is credit card processing data.
[00124] A further
embodiment of the present disclosure may include that
there is a temporal delay between the time of the request and the time of the
presentation
of long enough duration that the client device enters a sleep mode as regards
the
interaction, and the client device is activated out of sleep mode upon the
presentation.
[00125] A method according to one disclosed non-limiting embodiment of the
present disclosure can include receiving data relating to toll-free number
call activity
from a toll-free telecommunications system, wherein the data includes at least
one of call
duration or call count data; receiving metadata about the toll-free numbers
that are the
subject of the call activity, wherein the metadata includes data pertaining to
at least one
of business type or location; modeling at least one of call duration or call
count data with
the metadata to derive a macroeconomic trend; receiving a request from a
client device
to present the macroeconomic trend; and presenting a representation of the
macroeconomic trend to a user interface on the client device.
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[00126] A further embodiment of the present disclosure may include
that the
business type is a governmental office.
[00127] A further embodiment of the present disclosure may include
that the
governmental office is an unemployment office.
[00128] A method of distributing a macroeconomic data trend over a
network to a
remote client device, according to one disclosed non-limiting embodiment of
the present
disclosure can include providing a user interface dashboard to a user for
installation on the remote
client device; receiving third party social media data; modeling at least one
of call duration or call
count data with the third party social media data to derive a macroeconomic
trend; receiving a
request from the remote client device to present the macroeconomic data trend;
generating an alert
from the macroeconomic data trend that contains a stock name, stock price and
a universal
resource locator (URL), which specifies the location of the data source;
transmitting the alert over
a communication channel to the remote client device associated with the user
based upon a
destination address and transmission schedule that is associated with the
remote client device,
wherein the alert activates the user interface dashboard to cause the alert to
display on the remote
client device and to enable connection with the user interface dashboard when
the remote client
device is activated.
[00128a] According to one aspect of the present invention, there is
provided a method
of identifying and storing call routing data associated with a toll-free-
communication entity,
comprising: identifying a toll-free call route trend among a plurality of toll-
free calls taking place
within a toll-free network operator platform; wherein the toll-free call route
trend is identified at
least in part by call routings among toll-free numbers sharing a shared
attribute; notifying the toll-
free network operator platform of the toll-free call route trend; identifying
an entity using at least
one first toll-free number with the shared attribute from entities using the
toll-free network
operator platform; receiving, through a web-based interface, a request to add
at least one second
toll-free number sharing the shared attribute, wherein the second toll-free
number is the same as
the first toll-free number or is another different toll-free number, wherein
the request includes at
least one IP address datum associated with the entity and the at least one
second toll-free number
sharing the shared attribute; and creating a call route template update for
use in directing calls to
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the at least one second toll-free number sharing the shared attribute, wherein
the call route
template update includes the at least one IP address datum.
100128b] According to
another aspect of the present invention, there is provided a
method for routing toll-free calls comprising: creating at least two toll-free
call routing tables
based on a congestion threshold node in a call routing tree, the congestion
threshold node
comprising a congestion threshold criterion, wherein a first of the at least
two toll-free call routing
tables is to be used when toll-free call volumes occurring within a toll-free
telecommunications
carrier network are below the congestion threshold criterion, and a second of
the at least two toll-
free call routing tables is to be used when toll-free call volumes occurring
within a toll-free
telecommunications carrier network are equal to or above the congestion
threshold criterion;
providing the at least two toll-free call routing tables to at least one
service control point that is
associated with the toll-free telecommunications carrier network; monitoring
toll-free call
volumes and durations occurring within a toll-free telecommunications carrier
network; receiving
at least one of a call count datum or call duration datum from the toll-free
telecommunications
carrier network wherein the call count datum or call duration datum indicates
a change in toll-free
call volumes over the toll-free telecommunications carrier network from below
the congestion
threshold criterion to above the congestion threshold criterion; and
instructing the at least one
service control point to switch from using the first toll-free call routing
table to the second toll-
free call routing table without need to change the call routing tree.
[00129] The foregoing
features and elements may be combined in various
combinations without exclusivity, unless expressly indicated otherwise. These
features and
elements as well as the operation thereof will become more apparent in light
of the following
description and the accompanying drawings. It should be appreciated, however,
the following
description and drawings are intended to be exemplary in nature and non-
limiting.
BRIEF DESCRIPTION OF THE FIGURES
[00130] Various
features will become apparent to those skilled in the art from the
following detailed description of the disclosed non-limiting embodiments. The
drawings that
accompany the detailed description can be briefly described as follows:
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[00131] Figure 1 depicts a high level view of a toll-free management platform.
[00132] Figure 2 depicts a simplified illustration of a toll-free management
platform.
[00133] Figure 3 depicts a schematic view for a decision tree for the Customer

Record Template Builder (CRTB).
[00134] Figure 4 depicts a schematic of an example conceptual Call Processing
Record (CPR) Routing Tree.
[00135] Figure 5 depicts a simplified flow diagram for constructing a call
routing template based at least part on natural language inputs from a user.
[00136] Figure 6 depicts a schematic view of a routing tree based disaster
recovery and performance statistic structure.
[00137] Figure 7 depicts a schematic view of a customer dashboard structure.
[00138] Figure 8 depicts a schematic view of a whitelist management for toll-
free spam control system.
[00139] Figure 9 depicts a schematic view of a Toll Free Number (TFN) abuse
reporting database for whitelist management for toll-free spam control system.
[00140] Figure 10 depicts a toll-free smart services central registry deployed
in
conjunction with an existing toll-free voice registry.
[00141] Figure 11 depicts a candidate service enablement workflow deployed
via a toll-free smart services central registry.
[00142] Figure 12 depicts a schematic view of a systems page on a hard-
flashed phone with a toll-free number.
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[00143] Figure 13 depicts a schematic view of a hard-flashed phone to a toll-
free number that may be used for a customer or tech support call related to
the phone.
[00144] Figure 14 depicts a schematic view of a Toll-Free Service Provider ID
(TSPID).
[00145] Figure 15 depicts a schematic view of real time machine based routing
tree enhancements.
[00146] Figures 16-20 depict simplified schematic architecture views of toll-
free Management Architectures.
[00147] Figure 21 depicts a schematic view of a system for predictive
analytics
based on toll-free number utilization.
[00148] Figures 22-26 depict a schematic view of a system for search result
population based on customer profile/behavior.
[00149] Figure 27 depicts a simplified view of a toll-free Management
Architecture.
[00150] Figure 28 depicts a North American Numbering Plan Administration
(NANPA) format.
[00151] Figure 29 depicts a schematic of an SS7 architecture.
[00152] Figure 30 depicts a schematic of toll-free call processing.
[00153] Figure 31 depicts a schematic of toll-free business interactions.
[00154] Figure 32 depicts a schematic of a toll-free IP Future State.
[00155] Figure 33 depicts a schematic of a Number Administration future state.
[00156] Figure 34 depicts a schematic view of a system for tagging toll-free
numbers.
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[00157] Figure 35 depicts a schematic of a call routing future state.
[00158] Figures 36-39 are schematic views of a one-click activation system.
[00159] Figure 40 is a schematic of a current system flow.
[00160] Figure 41 depicts a Customer Record Status State Diagram.
[00161] Figure 42 depicts a Customer Record Status State Diagram.
[00162] Figure 43 depicts a schematic of a Carrier Identification Code (CIC)
validations abbreviated summary flow from a service provider perspective.
[00163] Figure 44 depicts a schematic of a Carrier Identification Code (CR)
validations flow.
[00164] Figure 45 depicts a schematic of Service Control Point (SCP)
interactions.
[00165] Figure 46 depicts a schematic of an API interface used by Customer
Record Administration and Number Administration components of the disclosed
embodiment.
[00166] Figure 47 depicts a schematic representation of a disaster recovery
scenario.
[00167] Figure 48 is an example of hourly Responsible Organization Search
activity.
[00168] Figure 49 is an example of hourly Responsible Organization
Reservation activity.
[00169] Figure 50 is an example of hourly Responsible Organization Spare
activity.
[00170] Figure 51 depicts a graphical representation of daily customer records

updates.
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1001711 Figure 52 presents a simplified call flow diagram showing the
relationship between the TFMP, Responsible Organizations, and SCPs.
[00172] Figure 53 depicts mobile network operators and local exchange
carriers that have networks established with national communication carriers,
such as
inter exchange carriers.
[00173] Figure 54 depicts the toll-free management platform in associated with

simplified call flows.
[00174] Figure 55 shows an example embodiment of the Smart Toll-Free
Aggregation providing a small footprint wiretap that is collocated within an
SCP
network.
[00175] Figure 56 depicts the toll-free aggregation cloud that may be
comprised of toll-free intelligence, and a reporting functionality for trend
analysis and
prediction.
[00176] Figure 57 shows an example embodiment in which a call may
originate in the Carrier Network Local Exchange.
[00177] Figure 58 depicts distribution of toll-free routing data from the TFMP

to SCPs in Service Provider networks.
[00178] Figure 59 depicts the high level architecture of the Data Distribution

Hub.
[001791 Figure 60 shows the high level architecture corresponding to alternate

route provisioning.
[00180] Figure 61 depicts a distribution channel that includes at least in
part
network operators and RaaS providers.
1001811 Figure 62 depicts a certified distributor distribution channel.
[00182] Figure 63 depicts a distribution channel using a certified routing
database.
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[00183] Figure 64 depicts this distribution channel.
[00184] Figure 65 depicts a sample Data Distribution Hub system architecture.
[00185] Figure 66 depicts Data Distribution Hub system interfaces.
[001861
[00187] Figure 67 depicts a sample Data Distribution Hub System virtual
machine view.
[00188] Figure 68 depicts a sample SCP application architecture.
[00189] Figure 69 depicts a sample Data Distribution Hub software
architecture.
1001901 Figure 70 depicts a sample SCP and Data Distribution Hub interface
interaction.
[00191] Figure 71 depicts a Data Distribution Hub server.
[00192] Figure 72 depicts a sample Data Distribution Hub process flow.
1001931 Skilled artisans will appreciate that elements in the figures are
illustrated for simplicity and clarity and have not necessarily been drawn to
scale. For
example, the dimensions of some of the elements in the figures may be
exaggerated
relative to other elements to help to improve understanding of embodiments of
the
methods and systems disclosed herein.
DETAILED DESCRIPTION
[00194] The present disclosure will now be described in detail by describing
various illustrative, non-limiting embodiments thereof with reference to the
accompanying drawings and exhibits. The disclosure may, however, be embodied
in
many different forms and should not be construed as being limited to the
illustrative
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embodiments set forth herein. Rather, the embodiments are provided so that
this
disclosure will be thorough and will fully convey the concept of the
disclosure to those
skilled in the art. The claims should be consulted to ascertain the true scope
of the
disclosure.
[00195] With reference to Figure 1, a Toll-Free Management Platform (TFMP)
100 includes methods and systems for number administration 102, customer
administration 104, call management services 108, texting services 110 and
text registry,
and a smart services registry 112, as described herein. The TFMP may allow
users to
search for, receive recommendations for, and make reservations of toll-free
numbers 114.
A user interface may allow activating a toll-free number, for example through
a one-click
activation function 118, as described herein. Users may access the TFMP to
create and
access existing templates 120 of toll-free call routing templates, and utilize
a routing tree
engine 122 to create customized call routing trees for the toll-free numbers
of interest to
the user. A Toll-Free Service Provider ID "TSPID," 124 may provide an
aggregate
identifier for Service Registrars, who provide services such as, but not
limited to, SMS,
MMS, video conferencing, and streaming content. Predictive analytic services
128 may
be provided that allow a user 154 through a customizable user interface, or
"dashboard,"
132 to access third party data sources 144 and information derived from toll-
free
telecommunications networks, including but not limited to telecommunications
carriers
140, service control points 144, call centers 142, or other parties affiliated
with a toll-free
telecommunication network 138. Access to third party data sources 146 outside
of the
TFMP 100 may be, for example, through the Internet 150, a cloud computing
environment 148, a virtual private network, or some other connectivity. A user
154 may
access the reporting capabilities of the TFMP through a client device 152,
such as a
personal computer, mobile phone, tablet computer, or some other computing
facility, and
receive data, including multimedia to the user's client device.
Functionalities of the
TFMP include, but are not limited to, Number Administration (NA) and Customer
Record (CR) administration (Figure 2).
1001961 With reference to Figure 2, the main functional components of the
TFMP 100, illustrating examples of the functionality provided by the TFMP and
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interfaces 204 to the TFMP 100. The NA function 102 may allow toll-free
providers to
search a pool of toll-free numbers using specified criteria and reserve
numbers that will
be used by toll-free subscribers, and perform CR administration 104. This
functionality
may include, but is not limited to, storing toll-free provider and
telecommunications data
210, reporting processes 212, billing, and service control point (SCP), and
management
functionality 220 for the coordination with SCPs 222.
[00197] Responsible organizations, also referred to herein as "RespOrgs," 202,

may utilize the TFMP 100. Reporting from the TFMP 100 may be back to RespOrgs
or
to other systems and platforms 124 that are external to the TFMP 100. The TFMP

enables searching for any random number or to search for a plurality of
numbers that are
consecutive and/or include an indicated combination of digits. Since certain
toll-free
number codes (e.g. 800) and combinations of digits (e.g. repeating digits,
digits whose
corresponding telephone keypad letter values spell a word or phrase) may be
considered
most desirable, the NA function 102 includes capabilities for searches and
reservations to
be handled so that a toll-free provider does not gain an advantage to reserve
a given toll-
free number.
[00198] The TFMP 100 also enables tracking the overall assignment of
numbers for each toll-free provider to enforce regulations for toll-free
number allocation
specified by a tariff. NA may maintain a status for each number that reflects
whether it
has been reserved and whether a customer record has been created and sent to
SCPs. It is
possible to query the TFMP 100 for status and reservation information
associated with a
toll free number.
[00199] A view of the main functional components which is intended to
illustrate the functionality provided by embodiments of the system and is not
intended to
reflect design or implementation of the current system or a potential
replacement system.
In addition to the functional components embodiments may alternatively or
additionally
provide Operations, Administration, Maintenance, and Provisioning (0AM&P)
capabilities to configure, maintain, monitor and audit the system.
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[00200] The NA function 102 facilitates toll-free service providers to search
the pool of toll-free numbers using specified criteria and reserve numbers
that can be
used by toll-free subscribers. It is possible to search for any random number
or to search
for a number or numbers that may be consecutive and/or include an indicated
combination of digits. Numbers may be reserved on a First In ¨ First Out
basis. It is also
necessary to track the overall assignment of numbers for each toll-free
service provider in
order to enforce regulations for toll-free number allocation specified by a
tariff.
[00201] The NA function 102 may maintain a status for each number that
reflects whether it has been reserved and whether a customer record has been
created and
sent to SCPs. It is possible to query embodiments of the system for status and
reservation
information associated with a number.
A reserved toll-free number becomes active when routing information for the
number, specified in a CR, is uploaded into SCPs. The CR administration 104
function facilitates toll-free service providers to create a CR and to specify
when
the information should be sent to SCPs. Records can be updated or deleted and
the send time can be updated prior to sending. Once a CR has been sent, a
record
can be created to update or delete the routing specified by the previous
record.
The routing information specified in a customer record may typically includes:
a. An Area of Service (AOS) that specifies from where the toll-free
number can receive calls;
b. The carrier that can route calls to the toll-free number;
c. The terminating number that can receive calls to the toll-free
number; and
d. Optionally, a set of rules that specifies different routing based on
criteria like time of day and area from where the call originated.
[00202] Carriers who have arrangements to carry calls for a toll-free service
provider may approve the CR when routing for a toll-free number has been
assigned to
the carrier. The CR administration 104maintains a list of carriers and
preferences for
whether approval is required when a toll-free service provider indicates the
carrier in a
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CR. A notification is sent carrier when approval of a CR is required. Each CR
has an
associated status. CRs can be queried to view the status and information
contained in the
record, based on the permissions of the user.
[00203] The user interface function facilitates manual access for human users
and mechanized access for systems to make use of the NA and CR functions. The
mechanized interface provided by a current system is known as Mechanized
Generic
Interface (MGI). Capabilities may be required for external users to establish
data
connectivity with embodiments of the system and gain access to the available
functions.
In embodiments, the system can maintain logins and passwords to provide
security to
limit system access to only authorized users. Permission levels that restrict
access to
system functions and to proprietary data may be assigned for each authorized
user. In
addition, the user interface function may provide notifications and other
information to
external users using mechanisms such as email and File Transfer Protocol
(FTP).
[00204] In embodiments, interfaces are maintained to send routing information
from CRs to SCPs. The SCP Management Function manages interactions with SCPs,
including maintaining data connectivity, sending CR information at the
specified date and
time and monitoring responses in order to update customer record status. The
SCP
interface is specified by TM-STS-00798, CMSDB/SMS Interface Specification
Manual
and Interface Message Manual.
[00205] The SCP Administration functions allow users to establish and modify
SCP-related reference data in embodiments of the system and send messages to
the SCP
node and the Call Management Services Database (CMSDB) within the SCP to
manage
data tables at the SCP.
[00206] Network management functions for toll-free database service involves
the management of various automatic capabilities intended to monitor and
control toll-
free query traffic and calling volumes at the Service Control Points, Service
Switching
Points, terminating switches and terminating subscriber lines. When various
call volume
thresholds may be exceeded, the SCPs trigger Automatic Code Gapping (ACG)
controls
at the originating SSPs. The Network Management functions allow network
managers to
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configure and adjust the relevant control parameters. Data collection at the
SCPs can be
requested to provide network managers with relevant surveillance information
useful to
monitor traffic and analyze problems, such as the detection of SCP overloads
and
excessive calling or excessive ineffective attempts to dialed codes.
1002071 To track user actions, system events, and performance statistics and
format the information into reports for toll-free service providers and system

administrators, embodiments of the system may provide capabilities for users
to request
reports and for delivery of report results in various formats. Reports may be
requested
online by users as per the assigned permissions and delivered over the
interface on which
the report was requested. It is also possible for users to request reports
offline. Offline
reports may be compiled in embodiments by the system administrator using
information
provided by the system. It should be appreciated that other requests may be
performed.
[00208] The disclosed embodiment may track and report on events that can
result in charges to toll-free service providers. A tariff specifies the rate
elements that
can result in charges on a monthly bill and the rate to be charged. A tariff
specifies the
rate elements that can result in charges on a monthly bill and the rate to be
charged.
These include establishment of a system logon ID, monthly access to the
system,
reservation of a toll-free number, and report requests. Information provided
by
embodiments of the system is needed to calculate monthly charges and create
monthly
bills that may be sent to each toll-free service provider.
1002091 The user interface function facilitates manual access for human users
and mechanized access for systems to make use of the NA and CR functions
provided by
the disclosed embodiment. The mechanized interface provided by the current
system is
known as Mechanized Generic Interface (MGI). Capabilities may be required for
external
users to establish data connectivity with the system and gain access to the
available
functions. The system maintains logins and passwords to provide security to
limit system
access to only authorized users. Permission levels that restrict access to
system functions
and to proprietary data may be assigned for each authorized user. In addition,
the user
interface function provides notifications and other information to external
users using
mechanisms such as email and File Transfer Protocol (FTP).
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[002101 The security function defines a security framework that identifies the

aspects of a system or service that require security and the methods available
to address
the security threats for each. From a security perspective, a system or
service can be
viewed as consisting of user, control and Management planes. Each plane
includes
infrastructure, services, and application layers.
[002111 Toll free may have unique IP requirements. The North American
Numbering Plan Administration (NANPA) administers geographic numbers. Number
portability is handled through the Number Portability Administration Center
(NPAC).
Toll-free numbers require enhanced number management capabilities for the
following
primary reasons:
a. The significantly higher search load on NPAC due to unique toll-
free search patterns diluting and distracting from its core purpose.
b. Toll-free numbers have strict rules around hoarding, bartering,
auctioning and fair trade practices.
c. Toll-free numbers differ in their access patterns compared to
geographic numbers:
d. Toll-free numbers have to go through an allocation process for
assignment and sparing, as specified by the FCC.
e. Toll-free numbers have strict rules around hoarding, bartering,
auctioning and fair trade practices.
1002121 Prior to assigning toll-free numbers, owners traverse a validation and

vetting process to establish identity compared to straight number allocation
for a
geographic number. Vanity toll-free numbers typically may be searched millions
of times
during a day compared to 100s of searches for a geographic number in an entire
year.
1002131 Toll-free number portability has its own set of rules that may be more

strict and different from geographic numbers. Relying solely on the geographic
number
NPAC would be inadequate since toll-free numbers differ in their use and
management
from geographic numbers.
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[00214] The NA function 102 may allow toll-free providers to search a pool of
toll-free numbers using specified criteria and reserve numbers that will be
used by toll-
free subscribers, and perform CR administration 218. This functionality may
include, but
is not limited to, storing toll-free provider and telecommunications data 210,
reporting
processes 212, billing, service control point (SCP), and management
functionality 220 for
the coordination with SCPs 222. Responsible organizations, also referred to
herein as
"RespOrgs," 202, may utilize the TFMP 100. Reporting from the TFMP 100 may be
back to RespOrgs or to other systems and platforms 224 that are external to
the TFMP
100. The TFMP 100 facilitates searching for any random number or to search for
a
plurality of numbers that are consecutive and/or include an indicated
combination of
digits. Since certain toll-free number codes (e.g. 800) and combinations of
digits (e.g.
repeating digits, digits whose corresponding telephone keypad letter values
spell a word
or phrase) may be considered most desirable, the NA function 102 includes
capabilities
for searches and reservations to be handled so that a toll-free provider does
not gain an
advantage to reserve a given toll-free number. The TFMP also enables tracking
the
overall assignment of numbers for each toll-free provider in order to enforce
regulations
for toll-free number allocation specified by a tariff. The NA function 102 may
maintain a
status for each number that reflects whether it has been reserved and whether
a customer
record has been created and sent to SCPs. It is possible to query the TFMP 100
for status
and reservation information associated with a number.
[00215] The TFMP 100 enables customer record administration, allowing toll-
free providers to create a customer record and to specify when the information
should be
sent to SCPs. A reserved toll-free number may become active when routing
information
for the number, specified in a customer record, is uploaded into SCPs.
Customer records
may be updated or deleted and the send time updated prior to sending. Once a
customer
record has been sent, a new record may be created to update or delete the
routing
specified by the previous record. The routing information specified in a
customer record
may include, but is not limited to:
= An Area of Service (AOS) that specifies from where the toll-free number
can receive calls
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= The carrier that will route calls to the toll-free number
= The terminating number that will receive calls to the toll-free number
= A set of rules that specifies different routing based on criteria like
time of
day and area from where the call originated
[00216] Carriers who have arrangements to carry calls for a toll-free provider

may wish to approve customer records when routing for a toll-free number has
been
assigned to the carrier. The customer record function may maintain a list of
carriers and
preferences for whether approval is required when a toll-free provider
indicates the
carrier in a customer record. A notification may be sent to a carrier when
approval of a
customer record is required. In embodiments, each customer record may have an
associated status. Customer records may be queried to view the status and
information
contained in the record, based on the permissions of the user.
[00217] In another disclosed non-limiting embodiment, the TFMP may include
a user interface functionality that allows manual access for human users and
mechanized
access for systems (such as an application programming interface) to make use
of the NA
and CR functions provided by the TFMP. The user interface functionality may be

embodied in a distributed computing environment, such as a "cloud" based
computing
network. In another embodiment, the user interface functionality may be
embodied in
hybrid networks, including usage of a cellular telephone network (and
associated mobile
communication devices, such as smart phones), a distributed, cloud network and
an
enterprise network associated with a carrier or other business organization
(and any
combination or sub-combination of such networks). The mechanized interface
provided
by the TFMP may also allow external users to establish data dynamic
connectivity with
the platform and gain access to its available functions. The TFMP may maintain
logins,
passwords, encryption, authentication, and the like to provide security to
limit system
access to only authorized users. Permission levels that restrict access to
TFMP's
functions and to proprietary data may be assigned for each authorized user,
and stored
locally or remotely to an enterprise utilizing the TFMP, including within a
computing
storage facility that is remote to, but operatively coupled, with the TFMP. In

embodiments, the user interface functionality may provide real time
notifications and
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other information to external users using mechanisms such as email and File
Transfer
Protocol (FTP).
[00218] In another disclosed non-limiting embodiment, the TFMP may provide
an interface to send routing information from CRs to SCPs. The SCP Management
Function of the TFMP may enable management of interactions with SCPs,
including
maintaining data connectivity, sending CR information at the specified date
and time, and
monitoring responses in order to update customer record status. The SCP
interface may
include an interface that is based on the specification provided by TM-STS-
00798,
CMSDB/SMS Interface Specification Manual and Interface Message Manual.
[00219] In another disclosed non-limiting embodiment, the SCP administration
functions of the TFMP may allow users to establish and modify SCP-related
reference
data in the system and send messages to the SCP node and the Call Management
Services
Data Base (CMSDB) within the SCP to manage data tables at the SCP. Network
management functions for toll-free database services may involve the
management of
various automatic capabilities intended to monitor and control toll-free query
traffic and
calling volumes at the SCPs, Service Switching Points, terminating switches,
terminating
subscriber lines, and the like. When various call volume thresholds are
exceeded, the
SCPs may trigger Automatic Code Gapping (ACG) controls at the originating
SSPs. The
TFMP's management functions may allow network managers to configure and adjust

relevant control parameters. Data collection at the SCPs may be requested
through the
TFMP to provide network managers with surveillance information that is useful
to
monitor traffic and analyze problems, such as the detection of SCP overloads
and
excessive calling or excessive ineffective attempts to dialed codes.
[00220] In another disclosed non-limiting embodiment, the TFMP may enable
reporting functionalities that allow tracking user actions, system events,
performance
statistics, and other events and formatting the information into reports for
toll-free
providers and system administrators. The TFMP may provide capabilities for
users to
request reports and for delivery of report results in a plurality of formats.
Reports may be
requested online by users as per the assigned permissions and delivered over
the interface
on which the report was requested. Requests may be made from any computing
facility,
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including, but not limited to, a personal computer, laptop computer, tablet,
mobile
communication facility (such as a smart phone), or some other type of
computing device.
It may also be possible for users to request reports off-line using the TFMP.
For
example, a system administrator using information provided by the platform may

dynamically compile off-line reports. In embodiments, the TFMP may track and
report
on real time events that will result in charges to toll-free providers. A
tariff specifies the
rate elements that may result in charges on a monthly bill and the rate to be
charged.
These may include, but are not limited by, establishment of a system logon ID,
monthly
access to the system, reservation of a toll-free number, report requests, or
some other type
of element. Information provided by the TFMP may be needed to calculate
monthly
charges and create monthly bills that are sent to each toll-free provider.
[00221] The current practice of managing toll-free numbers and activities, and

the tools currently available to users for building a complex customer record,
are very
often single threaded and cumbersome. In addition, the current industry
practices do not
provide the ability to define a default customer record for a user, in part
because it may
not be intuitive to build a complex customer record. According to the methods
and
systems presently disclosed, the TFMP may provide tools that work
intelligently with the
user, allowing a natural language input, such as English words, to translate
and map such
language to signifiers that may be less familiar to a user, such as call
routing codes. This
translation and mapping of natural language to toll-free number management
information
and data may produce a dynamic, complex customer record, including using
existing user
records and usage data, to populate information for the user. This may speed
the creation
of complex routing and other metadata that is associated with a toll-free
line, based at
least in part on the TFMP enabling the dynamic querying of the real time
status of data
that is associated with a toll-free number, guide the user in providing the
necessary
natural language information that allows the TFMP to map such language to toll-
free
number metadata (e.g., routing codes), and store and implement a complex
decision tree
describing the actions to take for a given toll-free number.
[00222] In an example, the TFMP may provide a user interface in which a user
types a command such as "Route all incoming calls made to toll-free numbers
having the
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extension 571 to the technical support staff." The TFMP may take this natural
language
input and map it to routing codes or other data corresponding to the natural
language. In
another example, the natural language may be selected from a menu that is
provided in
the user interface of the TFMP, provided via voice command using voice
recognition
software, via scanned text that is input to the TFMP, or using some other
means of
conveying natural language. The Customer Record Template Builder (CRTB) of the

TFMP may allow building a complex customer record template using a user
interface,
enabling that record to be designated as the default customer record. Using
the TFMP, a
toll-free provider may build multiple complex customer record templates for
their use and
define a record as the default customer record, allowing the user to select
the default with
a single click, thus reducing their work effort.
[00223] In another disclosed non-limiting embodiment, the CRTB may lead a
user through an initial customer data population (known as the Customer
Administrative
Data (CAD) portion), and also the call routing logic (Call Processing Record;
known as
the CPR portion) that is associated with a toll-free number, by utilizing the
TFMP user
interface to construct a decision tree logic structure with defined data nodes
derived from
the user's natural language inputs.
[00224] Based upon the decisions at the nodes in the decision tree that is
constructed by the TFMP, the user interface may drive down a branch to a new
decision
node ultimately driving the customer record decision logic to the lowest
level. In
embodiments, decision trees constructed by the TFMP based on a user's input
may
represent a series of decision points. Each decision point may be called a
node and off of
each node may be one of more branches. The point at which there are no more
decisions
to be made may be referred to as a leaf and used as the "end point" of a
branching
structure.
[00225] Figure 3 illustrates an example generic visualization of one possible
decision tree structure 300 created by the TFMP 100. For example, a call to a
particular
toll-free number may initially have a node 302 based on the area code from
which the
toll-free number is called, to segregate an East Coast or West Coast technical
support
staff. Then, the next node may be a time node to segregate the time of day
between
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business hours where the call is routed to the technical support staff, or
after business
hours where the call is routed to a voice-mail system. The decision tree may
further
branch into "leaves" 304, 308 to indicate additional routing rules, such as
specifying a
single termination number for a received call to be routed to, a particular
department
within an organization, or some other routing tree rule. The TFMP performs
such routing
essentially instantaneously or near instantaneously.
[00226] In another disclosed non-limiting embodiment, the CAD portion of the
CRTB may logically lead a user to populate information including, but not
limited to, the
following:
= Administrative data about the toll-free customer
o Toll-Free Number
o Effective Date and Time
o Control Toll Free Provider Identifier
o End Customer Name
o End Customer Address
= Area of Service (AOS)
= List of destination telephone number(s)
= Carrier Identification Codes (CICs) for IntraLATA and InterLATA traffic
[00227] In another disclosed non-limiting embodiment, complex customer
record (CPR) decision nodes that may be supported by the TFMP include, but are
not
limited to, the following:
= Originating State
= Originating Numbering Plan Area (NPA)
= Originating LATA
= Originating Plain Old Telephone System (POTS) Central Office Exchange
(NX-X)
= Originating POTS NPANXX
= Originating POTS number
= Specific date
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= Day(s) of the week
= Time-of-day range
= Percent load share, which may be used to automatically direct different
percentages of processed queries (calls) to different branches below the
node.
[002281 In another disclosed non-limiting embodiment, the "leaves" that may
be supported by the TFMP data model at the ends of a given branch include, but
are not
limited to, the following:
= Destination Telephone Number
= Carrier
= Announcement Treatment
100229] With reference to Figure 4, a simplified depiction of a customer
record
routing, created using the TFMP, is provided. In this simple example, starting
from the
left-most branched path, the three decision paths corresponding to the
decision trees
branched paths may be represented as a routing from a toll-free number 400,
detecting an
area code 402, an exchange 404, carrier 408, and terminating telephone number
410, as in
the following example:
1. Area Code = 732, NXX={699,494},Carrier¨ATX-0288, Tel#=800-234-
5678
2. Area Code = 732, NXX=Other, Carrier=MCI-0222, Te111-800-234-5678
3. Area Code = Other, INTXX=null>, Carrier¨MCI-0222, Tel#=800-234-
5678.
1002301 Continuing the example of Figure 4 using the TFMP, the CRTB toll
may be built in such a manner to allow a user to work though the decision tree
and
anticipate / prepopulate information based upon the information already
provided in this
build or also information provided in previous customer record entries. Once a
default
customer record template is built, the TFMA may invoke this template when
creating a
customer record for a new number, thus reducing the time and effort for a
subsequent
customer record to be built. Invocation of the default customer record
template by the
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TFMP may also serve to reduce human error associated with the manual creation
of such
records insofar as the template may already embody necessary data, thereby not
requiring
a user to remember or retrieve the same.
[00231] With reference to Figure 5, the methods and systems of the present
disclosure may provide for pre-populating a call routing template based on
natural
language inputs including, associating a natural language element 500 with a
telecommunications routing code 502, the telecommunications routing code
associated
with decision tree logic associating routing of incoming calls to a toll-free
number 504;
storing the association in a database 508 that is associated with a toll-free
telecommunications system; receiving a natural language input 512 from a user
510, the
natural language input 512 may include the natural language element 500;
selecting the
telecommunications routing code 514 based at least in part on the stored
association 504;
populating the telecommunications routing code 518 at a node of a call routing
decision
tree 520 to generate a populated call routing decision tree 522; and storing
the populated
call routing decision tree as a call routing template 524 that may be
identified and
presented to a user interface based at least in part on the natural language
input.
[00232] In embodiments, a natural language input may be a text or voice
element. A text element may be a scanned text element. A voice element may be
obtained by voice recognition software.
[00233] In embodiments, the decision tree logic may determine the call path
taken by an incoming toll-free call to a termination number, the call path
taken by an
incoming toll-free call based at least in part on the time of day the incoming
call is
received, the call path taken by an incoming toll-free call based at least in
part on the
geographic location of the device from which the incoming call is received,
the call path
taken by an incoming toll-free call within a business entities
telecommunications system,
or some other call path outcome.
[00234] Further provided herein are methods and systems for creating a call
routing decision tree, the system comprising a user device of a user
configured to receive
a natural language input from a user; select a stored call routing template,
wherein the
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selection is based at least in part on a stored association of the call
routing template and a
natural language element that is included in the natural language input;
present the stored
call routing template to the user within a graphic user interface; receive a
command from
the iisf.r, through the graphic user interface, to associate the selected call
routing template
with a toll-free number indicated by the user; and store the association
between the call
routing template and the toll-free number.
[00235] In embodiments, the command from the user may be text-based, such
as a text-based item that is presented within the graphic user interface in a
menu or other
location. In embodiments, the command may be a voice command.
[00236] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00237] A method of pre-populating a call routing template based on natural
language inputs comprising:
associating a natural language element with a telecommunications routing
code, the telecommunications routing code associated with
decision tree logic associating routing of incoming calls to a toll-
free number;
storing the association;
receiving a natural language input from a user, wherein the natural
language input includes the natural language element;
selecting the telecommunications routing code based at least in part on the
stored association;
populating the telecommunications routing code at a node of a call routing
decision tree to generate a populated call routing decision tree;
storing the populated call routing decision tree as a call routing template
that may be identified and presented to a user interface based at
least in part on the natural language input.
[00238] A system for creating a call routing decision tree, the system
comprising:
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a user device of a user configured to:
receive a natural language input from a user;
select a stored call routing template, wherein the selection is based at least

in part on a stored association of the call routing template and a
natural language element that is included in the natural language
input;
present the stored call routing template to the user within a graphic user
interface;
receive a command from the user, through the graphic user interface, to
associate the selected call routing template with a toll-free number
indicated by the user; and
store the association between the call routing template and the toll-free
number.
[00239] In embodiments, and with reference to Figure 6, the TFMP may
facilitate determining toll-free network congestion in real-time. The TFMP
system may
include a subsystem, referred to as a "node," and in this example embodiment
called the
Percent (%) Node 602. This node may be used to build a decision tree that is
downloaded to the SCPs. The Percent Node may allow a tree to be built so that
a certain
percentage of the calls are routed to different branches on the call tree. The
Percentage
may be whole numbers and can range from 0% to 100%, with the total percentage
for all
sibling branches not to exceed 100%. This may allow Resp Orgs to use the TFMP
as
their disaster recovery routing for a toll-free number. In an example, a call
routing tree
may be built with multiple branches to different locations, such as
terminating numbers.
In a normal situation, 100% of the calls may go to a main location 604. In a
disaster,
which could be a carrier system failure, for example, and which may originate
outside of
the carrier itself, a call routing table created according to the Percent Node
and related
rules may allow that all calls are diverted to another branch 608, 610 on the
tree that uses
a different carrier.
(002401 In embodiments, real time network data may be used by the TFMP to
create, and allow Resp Orgs to use, a "congestion threshold" node in the call
routing tree.
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This may allow a Resp Org to determine with an end subscriber the appropriate
congestion threshold for each branch in a call routing table. For example, if
one call
center can only handle 200 calls per minute before calls are placed in queue,
and statistics
show for this end subscriber that wait times start to creep up to 20 minutes
when 1000
calls per minutes are received, and they do not want this to occur, the
ability to obtain
real time call counts/congestion will allow the SCP to route the calls using
call
counts/congestion in addition to all the other possible call decision nodes.
Call counts
may be very specific to an end subscriber, and congestion thresholds may
differ and
depend on congestion on the line as a whole. The congestion measurement and
threshold
value may allow detecting congestion issues and routing to another branch,
including one
that may be in a different area, should a congestion threshold be reached.
This may occur
in real-time without a need to change the routing tree. The TFMP may confirm
real-time
call count information that is available from SCPs and use such data to
confirm real-time
network congestion. Call count information may be further organized and
analyzed by
TSPID to permit tracking, for example, by service provider.
1002411 In embodiments, nodes in a call routing table may be mapped to real-
time information in the SCPs from the network. With the decision nodes
embedded in
the call tree and loaded into the SCPs, real-time routing may be provided by
the TFMP.
In embodiments, a call routing table may be a crowd-sourced translation table
associated
with the TSS that may enable mapping of service providers to unique
identifiers, as
described herein. Such a mapping would enable a registry that may be used by
third
parties to locate the plurality of identifiers that may be associated with a
service provider
or plurality of service providers.
1002421 In embodiments, nodes in a call routing table may be used to
facilitate
predictive analytic services that may be provided to allow a user, through the

customizable user interface, or "dashboard," to access third party data
services, sponsored
data and information derived from toll-free telecommunications networks,
including but
not limited to telecommunications carriers, service control points, call
centers, or other
parties affiliated with a toll-free telecommunication network. Nodes in a call
routing
table may also be utilized with origination data that may be combined with
social media
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and other public domain third party data, and near real-time, apply a
valuation model to
display a trends and prices on an interactive map via the TFMP.
1002431 In embodiments, nodes in a call routing table may be used to
facilitate
reporting capabilities of the TFMP through a client device, such as a personal
computer,
mobile phone, tablet computer, or some other computing facility, and receive
data,
including multimedia to the user's client device. Functionalities of the TFMP
include,
but are not limited to, Number Administration (NA) and Customer Record (CR)
administration.
100244] In embodiments, the TFMP may determine accessibility among VoIP
and tandem calls. For example, with VoIP the TFMP may ping an IP address at
regular
intervals to determine status. Using real-time network information and static
call routing
information, the TFMP may create a real-time call path score. SCPs may also be
a source
of real-time call routing data. SCPs are in the call path of every toll-free
call. The ability
to collect real-time data about every call, and every carrier, based on dates,
times, day of
week, and locations are available to SCPs. Using this information it is
possible to
extrapolate and determine uptime, downtime, congestion, geographical movement
and
economic movement of people communicating via calls. Based on real-time data
that can
be obtained from the SCPs and from the network, the TFMP may create a score
that can
be assigned to each call decision node. Similar to a mapping algorithm that
uses distance
and speed limit, given a starting point and a destination, the quickest or
shortest map may
be mapped. Changes in the call routing tree may be dependent upon an update to
the
routing tree that is then validated by the TFMP and then downloaded to the
SCPs_ With
the use of real-time data, and more network decisions nodes added to a call
routing tree
based on the needs of the end subscriber, the TFMP may provide the ability to
allow an
end subscriber to have real-time business continuity for their toll-free
number instead of
having to contact their service provider, or getting a ticket opened to update
their routing
tree, and then having it download to all the SCPs for the new routing to take
place.
100245] In embodiments, a call path score and real-time routing may be based
on the best possible availability score. This may also be modified by the TFMP
to allow
for lowest cost score, based on the per-call and per-minute cost for
particular carrier. The
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call score may be updated during low activity periods with a date/time stamp
associated
with it. This may allow real-time, or near real time, detection of a path's
status. Upon
completion of a call down a particular path, the TEMP may also update the call
path
score, thereby keeping the score up-to-date.
[002461 In embodiments, nodes in a call routing table may be used to
facilitate
determination of the call path score such that real-time routing may be
displayed via a
distributed computing environment, such as a cloud-based computing network. In

another embodiment, such systems may be hybrid networks, including usage of a
cellular
telephone network (and associated mobile communication devices, such as smart
phones), a distributed, cloud network and an enterprise network associated
with a carrier
or other business organization (and any combination or sub-combination of such

networks).
1002471 The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
1002481 A method comprising:
creating at least two toll-free call routing tables based on a congestion
threshold criterion, wherein the first of the two call routing tables
is to be used when toll-free call volumes occurring within a toll-
free telecommunications carrier network are below the congestion
threshold, and the second of the two call routing tables is to be
used when toll-free call volumes occurring within a toll-free
telecommunications carrier network are equal to or above the
congestion threshold;
providing the call routing tables to at least one service control point that
is
associated with the toll-free telecommunications carrier network;
monitoring toll-free call volumes and durations occurring within a toll-free
telecommunications carrier network;
receiving at least one of a call count datum or call duration datum from the
toll-free telecommunications carrier network wherein the call
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count datum or call duration datum indicates a change in call
volumes over the toll-free telecommunications carrier network
from below the congestion threshold to above the congestion
threshold; and
instructing the service control point to switch from using the first call
routing table to the second call routing table.
[00249] A method comprising:
[00250] associating a toll-free telecommunications network congestion
threshold criterion with a first rule regarding the usage of a
plurality of call routing tables, and a second rule regarding the
usage of a plurality of telecommunications carriers, wherein the
congestion threshold criterion indicates a level of toll-free call
volumes occurring within the toll-free telecommunications
network; and
[002511 switching
toll-free calls across the telecommunications carriers based
at least on the congestion threshold criterion, wherein the switched
calls are further routing according to at least one of the plurality of
call routing tables.
1002521 A method comprising:
creating at least two toll-free call routing tables based on a congestion
threshold criterion, wherein the first of the two call routing tables
is to be used when toll-free call volumes occurring within a toll-
free telecommunications carrier network are below the congestion
threshold, and the second of the two call routing tables is to be
used when toll-free call volumes occurring within a toll-free
telecommunications carrier network are equal to or above the
congestion threshold;
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providing the call routing tables to at least one service control point that
is
associated with the toll-free telecommunications carrier network;
monitoring toll-free call volumes and durations occurring within a toll-free
telecommunications carrier network;
receiving at least one of a call count datum or call duration datum from the
toll-free telecommunications carrier network wherein the call
count datum or call duration datum indicates a change in call
volumes over the toll-free telecommunications carrier network
from below the congestion threshold to above the congestion
threshold;
creating a second congestion threshold criterion based on the data received
from the toll-free telecommunications network; and
creating a third call routing table based on the second congestion threshold
criterion.
[00253] In the current industry practice, updates and additions to toll-free
providers numbers are not available through conventional platform reporting
capabilities
for up to 24 hours. This makes it difficult for end users to call up
information about work
done on the current day. If a toll-free number is reserved and for whatever
reason the
user does not record the actual number, there is often no way to find it, or a
laborious
search is required to assemble the necessary data elements for retrieval. One
reason for
the delay in the ability to report is that reporting is sourced from a Report
History Data
Base (RHDB) that is only populated with updates once a day. Additionally, most

reporting from the RHDII is run in the background, thus in some cases, still
further
delaying the response.
[00254] With reference to Figure 7, in another disclosed non-limiting
embodiment, the TFMP 100 provides the user with the ability to report on its
number
portfolio in real time or near real time via an online customer dashboard 132.
The online
customer dashboard 132 may display simulated gauges and dials, business
graphics such
as pie charts, bar charts and graphs to provide overview that summarizes all
pertinent
data in one or two screens or views. The gauges and dials may be based upon
real time
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data that is stored within the TFMP. The TFMP may include a subsystem,
referred to as a
"node," that may be used to build a decision tree that is downloaded to the
SCPs for use
with the dashboard. The decision tree may be used in various manners as
otherwise
described to facilitate call efficiency.
1002551 The online customer dashboard may allow the user to see all its
customer data and drill down in the details in near real time. To do so, a
data source for
the dashboard may maintain the data in real time or near real time. The online
customer
dashboard may also be associated with a user profile and security
administration that
grants permissions to different groups of users to access embodiments of the
system to
create, view, update and activate certain functions. The platform or system
can
implement a role-based access control mechanism.
[00256] The online customer dashboard 132 may provide the user with a view
into the user portfolio of toll-free number information. This may allow a user
to see basic
number information about the toll-free numbers the user has the authority to
view.
Predictive analytic services may also be provided that allow a user, through
the
customizable user interface, or dashboard, to access third party data
services, sponsored
data and information derived from toll-free telecommunications networks,
including but
not limited to telecommunications carriers, service control points, call
centers, or other
parties affiliated with a toll-free telecommunication network. As elsewhere
described,
origination data may be combined with social media and other public domain
third party
data, and near real-time, apply a valuation model to display a trends and
prices on an
interactive map via the TFMP.
[00257] A user may also access the reporting capabilities of the TFMP through
a client device, such as a personal computer, mobile phone, tablet computer,
or some
other computing facility, and receive data, including multimedia to the user's
client
device. Functionalities of the TFMP include, but are not limited to, Number
Administration (NA) and Customer Record (CR) administration. Such systems may
alternatively or additionally be embodied in a distributed computing
environment, such as
a cloud based computing network. In another embodiment, such systems may be
hybrid
networks, including usage of a cellular telephone network (and associated
mobile
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communication devices, such as smart phones), a distributed, cloud network and
an
enterprise network associated with a carrier or other business organimion (and
any
combination or sub-combination of such networks).
100258] The online customer dashboard may utilize real time network
statistics, sourced from carriers and the public domain, within an algorithm
that provides
a call path score. This call path score may be provided to LCR and SCPs to
determine
the net value of a route for display.
[00259] The online customer dashboard may also provide an alert system
similar to Internet alerts for toll-free numbers. Numbers, or groups of
numbers, may be
tagged based on tag groups. The alert system for toll-free numbers may use a
subscription
prioritization engine and offer premium services for service prioritization.
[00260] The online customer dashboard for a toll-free voice registry may share

reserved, assigned, and working numbers with the Toll-Free Texting and Smart
Services
Registry (TSS)
[00261] The online customer dashboard may initially provide a main
dashboard screen from which the user may drill down within a specific toll-
free number
to investigate more detailed information thereof. In one example, the main
dashboard
screen may provide a base set, or minimum list of data elements that are
available,
including, but not limited to, the following:
= User Information
o Toll Free Provider
o User Id
o Last Login
o Amount of numbers reserved
= Number Information (a list of all toll free numbers associated with this
provider)
o Toll Free Number
o Number Status
o Date Reserved
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o Date Last Updated
o Customer Name
[00262] The user can then drill down into the particular toll free number by
clicking on that particular number to find more detailed information such as,
Area of
Service, Carrier(s), Call Routing, Reserve numbers, or other information
associated with
a toll-free number.
[00263) A user may also view the history of the number i.e. "the life of a
toll-
free number." By selecting a particular toll free number, the history of use
of the toll free
number may be readily viewable. Various charts, timelines, and usage data may
be
included therein. This functionality may allow a user to view and report on
the status and
activities of an entire RespOrg in real time, rather than parts of a RespOrg's
activity
and/or only at predefined time intervals (e.g., once per day).
[00264] In another disclosed non-limiting embodiment, the online customer
dashboard is not a view only tool, but may provide additional or alternative
features to be
customized by the user. That is individual users may select their desired
types of
information available via their dashboard.
[00265] Such features may include, but are not limited to, the following:
= Customer information updates from the dashboard.
= System alerts pertaining to all users
= Historical customer usage information and populate information to the
user such as suggestions of available numbers
= Alerts announcing the upcoming availability of numbers that the customer
has previously searched for
= Billing alerts and notification of payments made
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100266] Overall, the online customer dashboard may provide a single starting
point for any user working with toll free numbers. Having a single location
may allow a
user of the system to use a single user interface (the dashboard) to view the
entirety of
activity that is associated with a plurality of toll-free numbers.
[00267] With reference to Figures 8 and 9, the TFMP may include a toll-free
number rating registry (TFRR) 802, that functions as a service to provide
customers an
indication of how often a toll-free number is abused, such as by fraudulent,
frequent
calling to increase billing costs. The rating may be calculated based on input
from users,
automated systems and/or proprietary algorithms that are collecting, storing
and
analyzing call data from throughout the toll-free system.
[00268] In embodiments, the system may collect toll-free number abuse
information 804 from a plurality of sources including, but not limited to, a
telephone
service provider 808, toll-free number operators and Resp Orgs. The abuse
information
may be collected and processed in real-time to provide timely rating
information for
entities. In embodiments, the TFMP may publish standard interfaces that
reporting
parties can invoke to register abuse. Such interfaces may allow clients to
connect
synchronously and asynchronously. Interfaces may include, but are not limited
to:
= A web page
= RestFul API
= Mobile application
[00269] In embodiments, the abuse reporting interfaces that are associated
with
the TFMP may be invoked in a manual or automated manner. In the case of
service
providers, the reporting of abuse may occur during call setup. This may
necessitate that
the reporting is automated and introduces the least load on the device
reporting the abuse.
In an example, an asynchronous API may be made available to service providers
for this
purpose. In another example, for call centers where toll-free numbers
terminate, such as
a technical support department of a company, call-center processing software
may be
enhanced to include a module to detect and report abuse.
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[00270] Additionally, the TFMP may also provide a mobile or other
application that small business and single toll-free number users can use to
report abuse.
The IT MP may include a subsystem, referred to as a "node," that may be used
to build a
decision tree that is downloaded to the SCPs. The decision tree may be used in
various
manners to facilitate operation of the service as otherwise described to
facilitate call
efficiency. The service may alternatively or additionally be embodied in a
distributed
computing environment, such as a cloud based computing network. In another
embodiment, such systems may be hybrid networks, including usage of a cellular

telephone network (and associated mobile communication devices, such as smart
phones), a distributed, cloud network and an enterprise network associated
with a carrier
or other business organization (and any combination or sub-combination of such

networks).
[00271] In embodiments, to automate the processing of toll-free calls and
reduce abuse, the TFMP system may be enhanced to allow customers to provision
an
abuse route. This route may be distributed to the SCPs along with current
information
being shared. When a service provider determines that a call being setup is an
abuse call,
they can use the abuse route specified by the customer.
[00272] With reference to Figure 9, an example abuse reporting interface
architecture 900 that is associated with the TFMP is provided. This abuse
reporting
interface may permit toll-free customers to report when a toll-free number
abuse event
occurs. The interface may allow for abuse to be reported manually and/or
programmatically in an automated fashion. In embodiments, the abuse collection
system
described herein may collect information that includes, but is not limited to,
the
following:
= TFN 904
= Resp Org 908
= Date/time of abuse Date/time of report 909
= Originating number 910
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= Has the originating number been verified as authentic (i.e., not spoofed)

912
= Geographic location of the originating number 920
= Geographic location of the terminating number 922
[00273] The abusc database 924 may also collect information about Resp Orgs
and other industry details in an offline mode. The abuse information may be
captured in
the toll-free number abuse database 924. This information may then be
processed using a
rating engine 928 to compute the toll-free number rating. The rating engine
928 may take
into account a plurality of factors including, but not limited to, input
provided by Resp
Orgs 928, TSPID's associated with service providers, frequency of abuse 930,
identified
source of abuse, and the like, to compute a rating for the toll-free number.
In the absence
of specific reports of abuse, predictive analytics methods of the TFMP, as
described
herein, may be used to infer abuse or unusual call activity, the results of
which may be
used in computing a rating. In an embodiment, the identification of abuse may
be an
inference of an abuse event produced by a predictive analytics engine that is
associated
with the TFMP based on at least a call history and metadata relating to calls
placed over
the toll-free telecommunications number. In an example, 100 calls may be
placed over a
toll-free number, each of which by itself does not appear to be abusive. For
example the
calls may be placed from locations that do not appear suspicious. However, an
inference
of abuse, based at least in part on the totality of calls placed over the toll-
free number,
may be used by the predictive analytics engine that is associated with the
TFMP to infer
that abuse is occurring or has occurred. For example, the totality of the
calls may
indicate a pattern indicative of abuse, or a call frequency that is indicative
of abuse or
some other criterion that may be used by the predicative analytics engine to
infer that an
abuse event, or plurality of abuse events is occurring or has occurred. In
embodiments, a
toll-free number rating may be a number between "0" and "100" that provides an

indication of how often the number is abused and/or how severe the abuse is. A
number
with "0" rating may indicate a number that is never abused, and a number with
a "100"
rating may indicate a number for which the majority of activity is abusive in
nature. The
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toll-free number rating may be made available to users of the TFMP, and may be
used to
make routing and other decisions about the toll-free number.
[00274] Based on the rating of a toll-free number, the service provider may
take a specific action to ensure legitimacy of a toll-free call. In addition
to the number
rating, the rating engine may also generate routing rules to be shared with
service
providers. These rules may be imported by the service provider into their call
routing
engine to automatically route abusive calls in a manner that is consistent
with the routing
rules. These rules may also be used in combination with user profiles and
security
administration may grant permissions to different groups of users to access
the toll-free
number rating to create, view, update and activate certain functions. The
system can
implement a role-based access control mechanism. Predictive analytic services
may be
provided that allow a user, through the customizable user interface, or
"dashboard," to
access third party data services, sponsored data and information derived from
toll-free
telecommunications networks, including but not limited to telecommunications
carriers,
service control points, call centers, or other parties affiliated with a toll-
free
telecommunication network. Origination data may also be combined with social
media
and other public domain third party data, and near real-time, apply a
valuation model to
display a trend and prices on an interactive map via the TFMP.
[00275] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00276j A method comprising:
storing a taxonomy of abuse events that may occur regarding the usage of
a toll-free number;
storing a rule regarding an action to take upon receipt of a reported abuse
event, wherein the rule specifies a routing rule defining how a call
that is associated with the abuse event is to be routed over a toll-
free telecommunications system;
receiving a report of abuse of a toll-free number;
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identifying at least one abuse event within the stored taxonomy and
routing rule that is related to content of the abuse report; and
automatically routing a call that is the subject of the abuse report
according to the routing rule.
100277] A method comprising:
receiving a report of abuse of a toll-free number;
identifying an absence of an abuse event definition within a stored
taxonomy that is related to the type of abuse reported;
storing a new definition of the abuse event within the taxonomy; and
creating a routing rule defining how a call that is associated with the abuse
event is to be routed over a toll-free telecommunications system.
[00278] A method comprising:
storing a taxonomy of abuse events that may occur regarding the usage of
a toll-free number;
associating the abuse events in the taxonomy with a toll-free number
rating action;
receiving a report of abuse of a toll-free number;
identifying at least one abuse event within the stored taxonomy and rating
action that is related to content of the abuse report;
automatically computing a rating for the toll-free number based on the
rating action; and
reporting the rating to an entity.
[00279] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00280] A user device for presenting data to a user in real time regarding
changes in metadata associated with a toll-free number, the user device
configured to:
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receive an indication of a change in status of a toll-free communications
number, wherein the telecommunications number is associated
with a responsible organization that processes toll-free
telecommunications;
update a metadatum associated with the toll-free communications number
based at least in part on the change in status;
store the metadatum;
receive a status request from a user relating to the responsible
organization;
present the user with a graphic representation of the telecommunications
number's status
[00281] A method of toll-free telecommunications data visualization
comprising:
presenting a data visualization dashboard to a mobile application on a
client device, wherein the presentation includes a selectable listing
of toll-free telecommunications data parameters;
receiving a selection from the client device of the toll-free
telecommunications data parameters to analyze and at least one
type of data analysis to perform;
retrieving, in substantially real time, data relating to the selected toll-
free
telecommunications data parameters;
analyzing the data according to the at least one type of data analysis; and
presenting to the mobile application a summary of an analytic result.
[00282] In another disclosed non-limiting embodiment, the TFMP may provide
a click-to-chat tool. The click-to-chat tool enables users to quickly contact
a support
representative through the user interface, dashboard, or other interface. The
click-to-chat
tool may integrate with existing web based access, provides an immediate
channel to a
support representative, and may facilitate support training.
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[00283] In another disclosed non-limiting embodiment, the TFMP may provide
a simplified two-factor authentication tool for maintaining identity and
access security
(e.g. dual factor authentication). This may eliminate the need to use hard
tokens and
improve VPN accessibility.
1002841 In another disclosed non-limiting embodiment, the TFMP may provide
a password self-service tool that provides the ability for self-service
passwords and
unlock logon IDs. This may be automated via structured email processes.
100285] In another disclosed non-limiting embodiment, the TFMP may provide
a real-time status update tool that provides number counts and tasks within
the
application. This may facilitate a real-time view of number counts and status
(i.e.
reserved, assigned, etc.)
[00286] In another disclosed non-limiting embodiment, the TFMP may provide
integrated data stores and a reporting tool that integrates data stores for
consolidated
reporting. This may facilitate the creation of a single operational data store
to eliminate
separate software as a service licenses and consolidated reporting for
responsible
organizations.
[00287] In another disclosed non-limiting embodiment, the TFMP may provide
a single sign-on tool for Web Based Access (WBA), mechanized generic interface
(API),
Website/Billing, Web-based Reporting System (WRS), Virtual Private Networks
(VPNs),
IP Multimedia Subsystem (IMS), or some other network type.
[00288] In another disclosed non-limiting embodiment, the TFMP may provide
an enhanced configurability tool that allows administrators to configure the
limit of TFN
that can be reserved in a single request, for example, more than 10. This may
provide,
for example, up to 5000 (would then do 500 batch calls).
[00289] The present disclosure includes a toll-free management platform
(TFMP) for providing services to toll free subscribers and providers, enabling
them to
manage a plurality of toll-free numbers and tasks associated with such
numbers.
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Functionalities of the TFMP include, but are not limited to, Number
Administration (NA)
and Customer Record (CR) administration.
[00290] The TFMP enables searching for any number, random number or to
search for a plurality of numbers that are consecutive and/or include an
indicated
combination of digits. Since certain toll-free number codes (e.g. 800) and
combinations
of digits (e.g. repeating digits, digits whose corresponding telephone keypad
letter values
spell a word or phrase) may be considered most desirable, the NA function
includes
capabilities for searches and reservations to be handled so that a toll- free
provider does
not gain an advantage to reserve a given toll-free number. The TFMP also
enables
tracking the overall assignment of numbers for each toll-free provider in
order to enforce
regulations for toll-free number allocation specified by a tariff. NA may
maintain a
status for each number that reflects whether it has been reserved and whether
a customer
record has been created and sent to service control points (SCPs). It is
possible to query
the TFMP for status and reservation information associated with a number.
[00291] The TFMP enables customer record administration, allowing toll-free
providers to create a customer record and to specify when the information
should be sent
to SCPs. A reserved toll-free number may become active when routing
information for
the number, specified in a customer record, is uploaded into SCPs. Customer
records
may be updated or deleted and the send time updated prior to sending. Once a
customer
record has been sent, a new record may be created to update or delete the
routing
specified by the previous record. The routing information specified in a
customer record
may include, but is not limited to:
= An Area of Service (AOS) that specifies from where the toll-free number
can receive calls
= The carrier that will route calls to the toll-free number
= The terminating number that will receive calls to the toll-free number
= A set of rules that specifies different routing based on criteria like
time of
day and area from where the call originated
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[00292] Carriers who have arrangements to carry calls for a toll-free provider

may wish to approve customer records when routing for a toll-free number has
been
assigned to the carrier. The customer record function may maintain a list of
carriers and
preferences for whether approval is required when a toll-free provider
indicates the
carrier in a customer record. A notification may be sent to a carrier when
approval of a
customer record is required. In embodiments, each customer record may have an
associated status. Customer records may be queried to view the status and
information
contained in the record, based on the permissions of the user.
[00293] In another disclosed non-limiting embodiment, the TFMP may include
a user interface functionality that allows manual access for human users and
mechanized
access for systems (such as an application programming interface) to make use
of the NA
and CR functions provided by the TFMP. Such systems may be embodied in a
distributed computing environment, such as a cloud based computing network. In

another embodiment, such systems may be hybrid networks, including usage of a
cellular
telephone network (and associated mobile communication devices, such as smart
phones), a distributed, cloud network and an enterprise network associated
with a carrier
or other business organization (and any combination or sub-combination of such

networks). The mechanized interface provided by the TFMP may allow external
users to
establish data dynamic connectivity with the platform and gain access to its
available
functions. The TFMP may maintain logins, passwords, encryption,
authentication, and
the like to provide security to limit system access to only authorized users.
Permission
levels that restrict access to TFMP's functions and to proprietary data may be
assigned
for each authorized user, and stored locally or remotely to an enterprise
utilizing the
TFMP, including within a computing storage facility that is remote to, but
operatively
coupled, with the TFMP. In embodiments, the user interface functionality may
provide
real time notifications and other information to external users using
mechanisms such as
email and File Transfer Protocol (FTP).
[00294] In another disclosed non-limiting embodiment, the TFMP may provide
an interface to send routing information from CRs to SCPs. The SCP Management
Function of the TFMP may enable management of interactions with SCPs,
including
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maintaining data connectivity, sending CR information at the specified date
and time, and
monitoring responses in order to update customer record status.
[00295] In another disclosed non-limiting embodiment, the SCP administration
functions of the TFMP may allow users to establish and modify SCP-related
reference
data in the system and send messages to the SCP node and the Call Management
Services
Data Base (CMSDB) within the SCP to manage data tables at the SCP. Network
management functions for toll-free database services may involve the
management of
various automatic capabilities intended to monitor and control toll-free query
traffic and
calling volumes at the SCPs, Service Switching Points, terminating switches,
terminating
subscriber lines, and the like. When various call volume thresholds are
exceeded, the
SCPs may trigger Automatic Code Gapping (ACG) controls at the originating
SSPs. The
TFMP's management functions may allow network managers to configure and adjust

relevant control parameters. Data collection at the SCPs may be requested
through the
TFMP to provide network managers with surveillance information that is useful
to
monitor traffic and analyze problems, such as the detection of SCP overloads
and
excessive calling or excessive ineffective attempts to dialed codes.
[002961 With reference to Figure 10, in embodiments, the TFMP may provide
a Toll-Free Texting and Smart Services Registry (TSS) 1000 to support toll-
free
telephone numbers and related services, such as SMS, MMS and streaming media.
The
TSS 1000 may include several components such as, but not limited to, number
administration, call control and route provisioning, as well as number status
assessment.
The number administration function may provide number assignment for toll-free

subscribers as well as provide services to manage the toll-free numbering
plan. This
component may provide for toll-free number portability as well as managing the
mapping
of toll-free numbers to geographic numbers. The number administration function
may
also open new number plan administration codes. The number administration
function
may forecast the exhaustion of codes and demand for codes for use by
organizations such
as the FCC.
[00297] The call control and routing function may be responsible for providing

intelligent routing for calls made to toll-free numbers. Toll-free subscribers
may have the
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ability to configure call routing to include multiple carriers, time of day
rules, and rules
based on the caller's proximity, among others. These rules may be downloaded
to real-
time network routing databases or Service Control Points (SCPs) 1008. The
number
status assessment function may determine the availability of certain numbers.
Numbers
may be reserved and assigned according to activation date and then are
deployed. The
number status function may assess whether numbers are spare, reserved,
assigned, or
currently deployed.
[00298] Providers of various smart services, such as voice, media, or texting
services, may be able to access the TSS that can be text enabled from a list
of reserved,
assigned, and working numbers. After numbers are identified, an automated
online letter
of authorization/agency may be executed. The letter of authorization/agency
may
independently demonstrate authorization to a responsible organization that
maintains the
registration for individual toll-free numbers in a distributed database. The
distributed
database may be associated with a distributed computing network, as described
herein.
Upon execution of the letter of authorization/agency, the information may then
be
provisioned to industry routing databases for delivering various services,
such as SMS
(text) messaging, MMS messaging 1010, and content streaming, including but not
limited
to video content as well as future services 1012.
[00299] Letter of authorization/agency, as used herein, may include but is not

limited to communication used by a toll-free end subscriber, such as during
the
provisioning phase of a toll-free number engagement, to enable that end
subscriber to
switch providers for a given telephone, messaging service, and the like. In an
example,
an end subscriber may wish to change its long distance provider so that a
local company
need not be used. The long distance provider to whom the end subscriber wishes
to do
business would typically walk the end subscriber through an authorization
process to
enable the end subscriber to switch long distance carriers from the local
company to the
new company. This authorization may manifest in the carrier's system as a
letter of
authorization/agency that documents the needed approvals from the end
subscriber.
[00300] In an embodiment of the present disclosure, the TSS may enable a
letter of authorization/agency process for a provider to authorizing texting
and other
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services on a toll-free number or plurality of toll-free numbers that are used
by an end
subscriber. The letter of authorization/agency may be electronically stored
and presented
to the responsible organization or owner of record for a given number or
service. The
letter of authorization/agency may further define a time frame during which
certain
actions, such as the turning on of texting services for a toll-free number,
are permitted.
Such letters of authorization, as defined herein, may be further associated
with stored
profiles of an owner of record and/or end subscriber. A letter of
authorization/agency
may allow a toll-free number end-user, or toll-free number subscriber, to
authorize
service enablement for services not covered by their existing responsible
organization. In
this way, consumers can have multiple services enabled on a single telephone
number,
across multiple service providers. In an example, a letter of
authorization/agency may
authorize a responsible organization or other entity to take a plurality of
actions so that
additional communication with, for example, an end subscriber is unnecessary
and
actions may be taken more quickly and efficiently. This may enable service
registrars,
and others, to activate new services, such as toll-free texting services or
bandwidth
increases on a shorter timeline, which may have commercial benefits as speed
activation
of needed telecommunications services.
[00301] With reference to Figure 11, in an embodiment of the present
disclosure, the TSS may facilitate the enablement of a letter of
authorization/agency
process 1100 used to enable toll-free texting capability and capture basic
data such as
customer name, responsible organization, service registrar, toll free number,
service
enablement date, and letter of authorization/agency, status of services, or
some other type
of data associated with toll-free telephone numbers and services. The TSS may
facilitate
the letter of authorization/agency process by programmatically sending a
notification to
the responsible organization of record to memorialize the transaction. A timer
may be set
that will give the responsible organization a limited period of time to
dispute the
transaction. If no action is taken, the transaction may proceed and texting
service
enablement, or some other service type, may be fulfilled in the TSS Registry.
Continuing
the example, this letter of authorization/agency process may be provided for
each toll-
free number that is provisioned 1102 in the TSS registry, or only a subset of
numbers
depending on the wishes of the end users.
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[00302] In order to streamline the letter of authorization/agency process, a
"blanket" letter of authorization/agency may be used whereby the customer of
record
may authorize a specific service registrar to provision, update, and
deactivate records in
the TSS as needed 1104. In such cases, a notification may be sent to the
responsible
organization to memorialize each transaction. In order to further streamline
the letter of
authorization/agency process, responsible organization's may choose to put a
"blanket"
authorization on specific service registrar's which will allow the transaction
to take place
in real time 1108.
[00303] In embodiments, the TSS may allow electronic documentation to be
stored and managed, providing a library of legal documentation that may be
used by the
system in real time to facilitate transactions more efficiently, and to
provide more
concrete evidence of formal authorization through a physical electronic
document
proving, for example, the end user's identity and validity.
[00304] In embodiments, the TSS may operate in conjunction with current toll-
free services, including a toll-free voice registry. In order to establish
unambiguous
authority for the use of a toll-free number, a controlling organization for a
toll-free
number may be the responsible organization of record in the toll-free voice
registry.
Number administration may be the exclusive function residing only in the
authoritative
toll-free voice registry.
[00305] In embodiments, the TSS may be flexible and extensible to support a
plurality of toll-free services such as SMS or MMS messaging services, and
content
provisioning. The TSS may additionally provide toll-free numbers for services
such as
videos, mobile device applications, games, or any other software, products or
services
that may be important to an organization to anchor their identity and brand.
To support
this environment, in embodiments, the TSS may reside on a stand-alone platform
using
hardware, software, and support systems independent of those used today in the
toll-free
voice registry. The TSS may be able to connect to a toll-free voice registry
to obtain
number information, such as availability and reservation status, as well as
control
responsible organization information, such as the responsible organization
contact
information, but may remain otherwise separate in its operation.
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[00306] A responsible organization may maintain a toll-free voice registry
that
provides number administration, route provisioning, toll-free database
services to various
service control points, or some other type of toll-free service. The TSS, as
described
herein, may incorporate the services from a toll-free voice registry to
provide smart
services enablement, route provisioning, and smart services registry to
existing
SMS/MMS routing databases as well as other smart services requiring toll-free
numbers,
such as mobile device applications or games.
[00307] With reference to Figure 12, in another embodiment, a mobile device
1200 may utilize an unambiguous support identifier along with a toll-free
data, message,
and voice service. In this embodiment, the mobile device may be assigned a
unique Toll-
Free ID (TFID) 1202 at the time of manufacturing. That is, the TFID may be
agnostic of
type of device and may be hard flashed into the mobile device to identify a
customer with
a toll free provider that is providing the toll free communication. The TFID
may be
associated with the carrier identifier such as IMEI, MEID if GSM phone, CDMA,
a
service provider identifier such as a TSPID, as described herein, or to
another identifier
associated with a mobile device. In another embodiment, the TFID may be
associated
with other systems, including usage of a cellular telephone network (and
associated
mobile communication devices, such as smart phones), a distributed, cloud
network and
an enterprise network associated with a carrier or other business organization
(and any
combination or sub-combination of such networks).
[00308] A standard support app that is natively installed, such as a "setting"

1208 app distributed as part of the device, or separately though an app store,
facilitates a
consumer's ability to talk, message, view, browse support related features of
merchandise, devices or other issues that the consumer may have. The standard
support
app may further interact with a user profile and security administration that
grants
permissions to different groups of users to access embodiments of the system
to create,
view, update and activate certain functions. The system can implement a role-
based
access control mechanism.
[00309] When consumers buy a device, the device manufacturers and retailers
may "auto register" the device to the support application at the Point of Sale
(POS). The
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TFID may be embedded in the hardware of the device and cannot be changed to
provide
a defmitive way to identify a device when using toll-free services.
[00310] With reference to Figure 13, in another embodiment, the TFID may
permit a customer who is purchasing an appliance, a device, or other
merchandise to be
presented with an opportunity to associate one or more mobile devices to the
merchandise purchased 1300. For example, this can be performed at the POS or
after the
sale as a registration and/or warranty process 1302. The process of
registration is thereby
automated to simplify these somewhat otherwise bothersome processes for the
customer.
[00311] In one example, a TFID Mobile App is operable to permit the mobile
device to read QR codes, Barcodes, RFIDs, serial numbers, or other merchandise

identifiers and then communicate with the manufacturer via toll free service
provided by
the manufacturer 1304. For example, a user may need only point a camera of the
mobile
device toward the merchandise to capture the merchandise identify and thereby
complete
a registration, warranty, support or other process.
[00312] On the backend, a TFID Mobile App registry 1308 may be updated
with the added mobile device TFID to merchandise association. Via a separate
mechanism, merchandise manufactures 1310 can then update the registry with the
contact
information associated with the TFID for registration and user association.
The TFID
Mobile App registry may alternatively or additionally be embodied in a
distributed
computing environment, such as a cloud based computing network. In another
embodiment, such systems may be hybrid networks, including usage of a cellular

telephone network (and associated mobile communication devices, such as smart
phones), a distributed, cloud network and an enterprise network associated
with a carrier
or other business organization (and any combination or sub-combination of such
networks).
[00313] Once the merchandise is associated with the particular mobile device ¨

the TFID Mobile App may present or otherwise store the various information
about the
merchandise, e.g., product documentation, upgrades, manufacture contact
information,
etc. This permits the user to readily communicate with the manufacturer via
the toll free
service provided by the manufacturer and accessed via the TFID. For example,
once the
merchandise is associated with the mobile device, a support call registry may
be made
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readily available from the manufacturer via a toll free service. Support such
as repair and
troubleshooting for the merchandise may then be more readily provided as the
initial
validation of the merchandise to the particular user, e.g., warranty
registration and
confirmation has already been automatically provided by the registry. That is,
the
registry facilitates more direct access to support from the manufacturer via a
toll free
communication provided by the manufacturer as supported by the support
application on
the device.
[00314] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00315] A mobile device, comprising:
a unique toll-free ID (TFID) present in the mobile device, the TFID
operable to facilitate toll-free communication between the mobile
device and a manufacturer.
[00316] A method of communication via a toll-free service, comprising:
associating at least one mobile device to merchandise purchased from a
manufacturer via a unique toll-free ID (TFID) present in the
mobile device, the TFID operable to facilitate toll-free
communication between the mobile device and the manufacturer.
[00317] A toll-free voice registry may share reserved, assigned, and working
numbers with the TSS. The TSS may then establish available numbers for service

enablement. As described herein, a service registrar may identify toll-free
numbers to be
provisioned to an organization and may complete a letter of
authorization/agency and
provide "owner of record" documentation. The TSS may then request approval for

service enablement from a responsible organization. The responsible
organization may
review the service enablement request. If approved, the TSS may change the
service
status of the toll-free number from "available" to "assigned." The service
registrar may
then assign a unique identifier to number such as a Service Provider
Identifier (SPID) or
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eSPID. The TSS may then provision the service and change the number status
from
"assigned" to "active." The routing database associated with the TFMP may then

provision the toll-free number with the unique identifier.
[00318] With reference to Figure 14, a toll-free voice registry may share
reserved, assigned, and working numbers with the Toll-Free Texting and Smart
Services
Registry (TSS). The TSS may then establish available numbers for service
enablement.
As described herein, a service registrar may identify toll-free numbers to be
provisioned
to an organization and may complete a letter of authorization/agency and
provide "owner
of record" documentation. The TSS may then request approval for service
enablement
from a responsible organization. The responsible organization may review the
service
enablement request. If approved, the TSS may change the service status of the
toll-free
number from "available" to "assigned." The service registrar may then assign a
unique
identifier to number such as a Service Provider Identifier (SPID) or eSP1D.
The TSS
may then provision the service and change the number status from "assigned" to
"active."
The routing database associated with the TFMP may then provision the toll-free
number
with the unique identifier.
[00319] Additionally, the TFMP may also provide a mobile or other
application that small business and single toll-free number users can use to
report abuse
in combination with the TSS. The TFMP may include a subsystem, referred to as
a
"node," that may be used to build a decision tree that is downloaded to the
SCPs. The
decision tree may be used in various manners to facilitate operation of the
service as
otherwise described to facilitate call efficiency. The TFMP may alternatively
or
additionally be embodied in a distributed computing environment, such as a
cloud based
computing network. In another embodiment, the TFMP may include hybrid
networks,
including usage of a cellular telephone network (and associated mobile
communication
devices, such as smart phones), a distributed, cloud network and an enterprise
network
associated with a carrier or other business organization (and any combination
or sub-
combination of such networks).
[00320] Telecommunication service providers are required by industry
guidelines to have a unique company code assigned to them. This unique company
code
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identifies carriers as they interconnect with each other and allows for
rating, guiding,
billing and routing functionality. Historically, when service providers
provided voice
only services, each service provider was identified by a company code termed
an
Operating Company Number (OCN). With the evolution of the communications
industry, service providers started introducing additional voice services, for
example
number portability. As these services were introduced, the need for uniquely
identifying
the carriers became of paramount importance. Registries and organizations were
set up
to facilitate the integration and interactions required to fulfill these
services. Such
developments prompted service organizations' need for additional context-based

metadata to support these interactions (for example number portability). One
result was
the adding of additional identifiers to each service provider that required
integration.
These are sometimes referred to as the SPID or Alternate Service Provider
Identifier (Alt-
SPID).
[00321] With the introduction of over-the-top (OTT) providers, for example
Skype, and Internet Protocol-based vendors (IP Vendors) selling traditional
communication services over a full Internet Protocol (IP) network, the
activities between
software and the traditional telecommunications industry become more
interactive. IP
allowed for a new breed of vendors to integrate with traditional communication
service
provider networks for delivery and exchange of consumer data. This created a
new set of
challenges for the unique identification of service providers since the IP
Vendors were
not traditional carriers and did not meet industry guidelines for OCNs.
Additional,
sometimes proprietary metadata were created to support these new service
providers, for
example an eSPID, as described herein. The preponderance of different
identifiers from
eclectic industry organizations lead to lack of a consistent, unique way to
identify and
interact with service providers, with no centralized industry provider,
organization or
registry having a complete view of service provider community.
[00322] In an example embodiment of a service provider routing text messages
though the network, as the text messages are processed the TSS may obtain
metadata
associated with the messages that includes coding data. By reading these
codes, the TSS
may confirm that a given message is derived from a service provider such as
Skype for
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delivery to an AT&T subscriber. Such metadata may be obtained, for example, in
a
header file. Fields in the header file may be associated with a SPID. This may
allow the
TSS to determine that the text message is coming from Slcype en route to ATT.
If it were
the case that many texts were originating from Skype at a particular time or
day, the TSS
may utilize this data to assist third parties in providing targeted
advertising content. The
TSS may also utilize this data to identify the unnecessary usage of
intermediaries in
processing communications such as text messages and assist users in avoiding
the excess
charges for intermediaries by routing messages without using intermediaries.
The TSS
may utilize a context-based unique identifier to distinguish specific services
associated
with the TSS Registry. The TSPID 1402 may be enabled in TSS and applies to
such
multimedia services such as but not limited to SMS, MMS, video conferencing,
and
streaming data. Resp Org IDs may also be associated with any toll free number
enabled
in TSS. The TSPID may further facilitate the value chain of a multimedia
service for
toll-free numbers in order for that service to be delivered.
[00323] The Toll-Free Service Provider ID "TSPID," provides an aggregate
identifier for Service Registrars, who provide services such as, but not
limited to, SMS,
MMS, video conferencing, and streaming content that may be registered and
distributed
by the TSS Registry. That is, the TSPID provides a single unified identifier
that may
include other identifiers 1404 over a broad distribution of data, to include,
but not be
limited to, traditional voice services. The TSPID may also be utilized as an
authoritative
identifier of the service provider of record for toll-free numbers, and/or
ultimately local
digit numbers. The TSPID may be enabled by a user profile and security
administration that grants permissions to different groups of users to access
embodiments
of the system to create, view, update and activate certain functions. The
system can
implement a role-based access control mechanism.
1003241 Telecommunication service providers are required by industry
guidelines to have a unique company code assigned to them. This unique company
code
identifies carriers as they interconnect with each other and allows for
rating, guiding,
billing and routing functionality. Historically, when service providers
provided voice
only services, each service provider was identified by a company code called
as
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Operating Company Number or (OCN). With the evolution of the communications
industry, service providers started introducing additional voice services, for
example
number portability. As these services were introduced, the need for uniquely
identifying
the carriers became of paramount importance. Registries and organizations were
set up
to facilitate the integration and interactions required to fulfill these
services. Such
developments prompted service organizations' need for additional context-based

metadata to support these interactions (for example number portability). One
result was
the adding of additional identifiers to each service provider that required
integration.
These are sometimes referred to as the SPID or Alternate Service Provider
Identifier (Alt-
SPID).
[00325] The SPID is the authoritative identifier for telephone number
ownership in the Number Portability Administration Center, which includes
"ported"
numbers associated with Local Number Portability as well as "pooled" numbers,
which
are associated with assigned pool blocks as administered by the Pooling
Administration.
Over time, many companies may map various identifiers such as the SPIDs to a
broader
table for use with the TSPID to still further aggregate such data. Further,
traditional
voice services may be mapped as well.
[00326] With the introduction of value added mobile services (for example
SMS), exchanges and hubs set up by Inter Carrier Vendors (ICV) provide
communication
between multiple mobile network operators. Route tables are stored in
industry
proprietary databases that provided a call path service to determine, in real
time, the
destination service provider for an incoming mobile service. These ICVs
further add
additional metadata to identify carriers and facilitate integration. This
process may have
added complexity insofar as countries have their own local and regional
authorities and
naming conventions.
[00327] With the introduction of over-the-top (OTT) providers, for example
Skype, and Internet Protocol-based vendors (IP Vendors) selling traditional
communication services over a full Internet Protocol (IP) network, the
activities between
software and the traditional telecommunications industry become more
interactive. IP
allowed for a new breed of vendors to integrate with traditional communication
service
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provider networks for delivery and exchange of consumer data. This created a
new set of
challenges for the unique identification of service providers since the IP
Vendors were
not traditional carriers and did not meet industry guidelines for OCNs. ICVs
created
additional, sometimes proprietary metadata to support these new service
providers, for
example an eSPID, as described herein. The preponderance of different
identifiers from
eclectic industry organizations lead to lack of a consistent, unique way to
identify and
interact with service providers, with no centralized industry provider,
organization or
registry having a complete view of service provider community.
1003281 In embodiments of the present disclosure, the TSS may provide an
inclusive view of industry identifiers, enabling a single system of record for
identifying
service providers, whether traditional telecommunications provider, OTT
provider, or
some other type of service provider. During the on-boarding process (e.g.,
toll-free
number reservation and provisioning), service registrars may be required to
provide their
unique identifiers (Ulds) with the various organizations they interact.
[00329] In embodiments, the TSS may establish a baseline of Ulds by public
domain information gathering. Data gathered through the public domain may be
further
validated through crowd sourcing, where a global, potentially mechanical human
process
can be used to identify, validate and confirm Ulds to create a baseline for
the registry. In
another embodiment, latent sematic indexing may be used to associate data and
metadata
associated with communications to the actual owner, provider, or responsible
party that is
associated with a communication, such as a text message. This crowd-sourced
translation
table associated with the TSS may enable mapping of service providers to
unique
identifiers. Such a mapping would enable the a registry that may be used by
third parties
to locate the plurality of identifiers that may be associated with a service
provider or
plurality of service providers.
1003301 In order to facilitate proper content delivery, service providers may
be
required by the TSS to periodically update their Ulds. A validation,
verification and
certification process may be used to ensure integrity and validity of data
entering the
TSS. This may provide the industry with a single resource that may be used to
identify
and validate the identity of service providers. In an
example usage scenario, a
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communications company that intends to optimize its network and manage
traffic, may
wish to identify where its end traffic (original source) is located by looking
at packet
headers and identifying service providers. In another example, a consumer
reports-based
rating service may use the TSS to provide consumers with message or delivery
metrics.
Bulk-advertising (pam) management companies may use the TSS look at detailed
metadata and associate a name to a code. ICVs may use the TSS to streamline
establishment and setup of their recipients without requiring expensive and
costly set up.
Ad agencies may use data derived from the TSS to customize ads to end users by

understanding the source and destination (as opposed to area codes), and
personalize
content based on the service provider(s), for example if the content
originated on an IP
network.
1003311 In an example embodiment of a service provider routing text messages
though the network, as the text messages are processed the TSS may obtain
metadata
associated with the messages that includes coding data. By reading these
codes, the TSS
may confirm that a given message is derived from a service provider such as
Slcype for
delivery to an AT&T subscriber. Such metadata may be obtained, for example, in
a
header file. Fields in the header file may be associated with a SPID. This may
allow the
TSS to determine that the text message is coming from Slcype en route to AT&T.
If it
were the case that many texts were originating from Skype at a particular time
or day, the
TSS may utilize this data to assist third parties in providing targeted
advertising content.
The TSS may also utilize this data to identify the unnecessary usage of
intermediaries in
processing communications such as text messages and assist users in avoiding
the excess
charges for intermediaries by routing messages without using intermediaries.
[00332] With reference to Figure 15, in embodiments, the TSS (Texting and
Smart Services) Registry 1500 may establish a baseline of UIds by public
domain
information gathering for messages 1508 sent from a client device 1504. Data
gathered
through the public domain may be validated through crowd sourcing, where a
global,
potentially mechanical human process can be used to identify, validate and
confirm UIds
to create a baseline for the registry. Every Service Provider has a set of
unique Ulds by
which its customers are reached by various methods such as, but not limited
to, voice,
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short messaging service (SMS), multimedia messaging service (MMS), video
conferencing, and streaming content. When any of these Service Providers signs
up to be
a TSS user 1502, it has a unique UId, called a TSPID, which is assigned. This
TSPID
provides the baseline for which many other UIds can be mapped. Many Data
Providers,
Messaging Hubs, Aggregators, and others who are in the business of routing and

providing services such as voice, SMS, MMS, video conferencing, streaming
content,
and other multimedia services, to sign on to consume TSS Data. Each of these
entities
that consume data will have a unique identifier to which the TSPID will be
mapped. Data
Providers that consume TSS data will be required to provide to TSS a new toll-
free
specific UId for each established TSPID. The end result is a mapping that
extends to any
data provider that is consuming TSS data. As distribution widens, a fairly
comprehensive
routing table 1514 for each Service Provider is created.
1003331 Furthermore, each TFN that is enabled in the TSS Registry, has the
Resp Org ID and Resp Org Entity associated with it, and thus is also mapped to
the
TSPID. The result is the most comprehensive routing table specific to toll-
free numbers
that will map toll-free numbers to their voice provider, messaging provider,
as well as the
routing information across a plurality of data providers. Once this
comprehensive Toll-
Free routing table 1514 is established, it can be further extended to layer in
other
identifiers, such as, but not limited to local ten digit numbers (also known
as "long
codes"), SPID, LRN, OCN, and LATA.
[00334i In another embodiment, latent semantic indexing may be used to
associate data and metadata associated with communications to the actual
owner,
provider, or responsible party that is associated with a communication, such
as a text
message. This crowd-sourced translation table associated with the TSS may
enable
mapping of service providers to unique identifiers. Such a mapping would
enable a
registry that may be used by third parties to locate the plurality of
identifiers that may be
associated with a service provider or plurality of service providers. In
embodiments, toll-
free number abuse information, as described herein, from a plurality of
sources including,
but not limited to, a telephone service provider, toll-free number operators
and Resp Orgs
may also be used for the purposes of creating translation tables, including
but not limited
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to crowd-sourced translation tables. The TSS routing table, once sufficiently
established,
may be used for services such as value added predictive analytics, as
described herein,
that service providers can use to gain valuable insights about their
customers. Service
Providers and other consumers of the data in the routing table would access
the
inforrnation using either an application programming interface (API) for
automated
integration into their own analyties engines, or a web-based GUI for simpler
one-time
lookups. Below are some examples of probable use-cases for the routing table.
100335] In order to facilitate proper content delivery, service providers may
be
required by the TSS to periodically update their UIds. A. validation,
verification and
certification process may be used to ensure integrity and validity of data
entering the
TSS. This may provide the industry with a single resource that may be used to
identify
and validate the identity of service providers. In an example usage scenario,
a
communications company that intends to optimize its network and manage
traffic, may
wish to identify where its end traffic (original source) is located by looking
at packet
headers and identifying service providers.
[00336] In another embodiment, a consumer reports-based rating service may
use the TSS to provide consumers with message or delivery metrics. Bulk-
advertising
(spam) management companies may use the TSS to look at detailed metadata and
associate a name to a code to streamline establishment and setup of their
recipients
without requiring expensive and costly set up. Ad agencies may use data
derived from
the TSS to customize ads to end users by understanding the source and
destination (as
opposed to area codes), and personalize content based on the service
provider(s), for
example if the content originated on an IP network.
[00337] In another embodiment of a service provider routing text messages
though the network, as the text messages 1508 are processed, the TSS may
obtain
metadata associated with the messages that includes coding data. By reading
these codes,
the TSS may confirm that a given message is derived from a service provider
such as
Skype for delivery to an AT&T subscriber. Such metadata may be obtained, for
example, in a header file. Fields in the header file may be associated with a
SPID. This
may allow the TSS to determine that the text message is coming from Skype en
route to
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AT&T. If it were the case that many texts were originating from Skype at a
particular
time or day, the TSS may utilize this data to assist third parties in
providing targeted
advertising content. The TSS may also utilize this data to identify the
unnecessary usage
of intermediaries in processing communications such as text messages and
assist users in
avoiding the excess charges for intermediaries by routing messages without
using
intermediaries.
[00338] In embodiments, the TFMP may provide a Toll-Free Texting and
Smart Services Registry (TSS) to support toll-free telephone numbers and
related
services, such as SMS, MMS and streaming media. The TSS may comprise several
components such as, but not limited to, number administration, call control
and routing,
as well as number status assessment. The number administration function may
provide
number assignment for toll-free subscribers as well as provide services to
manage the
toll-free numbering plan. This component may provide for toll-free number
portability as
well as managing the mapping of toll-free numbers to geographic numbers. The
number
administration function may also open new number plan administration codes.
The
number administration function may forecast the exhaustion of codes and demand
for
codes for use by organizations such as the FCC. The call control and routing
function
may be responsible for providing intelligent routing for calls made to toll-
free numbers.
[00339] Toll-free subscribers may have the ability to configure call routing
to
include multiple carriers, time of day rules, and rules based on the caller's
proximity,
among others. These rules may be downloaded to real-time network routing
databases or
Service Control Points (SCPs). The number status assessment function may
determine
the availability of certain numbers. Numbers may be reserved and assigned
according to
activation date and then are deployed. The number status function may assess
whether
numbers are spare, reserved, assigned, or currently deployed. Providers of
various smart
services, such as voice, media, or texting services, may be able to access the
TSS that can
be text enabled from a list of reserved, assigned, and working numbers. After
numbers
are identified, an automated online letter of agency may be executed. The
letter of
agency may independently demonstrate authorization to a responsible
organization that
maintains the registration for individual toll-free numbers in a distributed
database. The
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distributed database may be associated with a distributed computing network,
as
described herein. Upon execution of the letter of agency, the information may
then be
provisioned to industry routing databases for delivering various services,
such as SMS
(text) messaging, MMS messaging, and content streaming, including but not
limited to
video content.
[00340] Letter of agency, as used herein, may include but is not limited to
communication used by a toll-free end subscriber, such as during the
provisioning phase
of a toll-free number engagement, to enable that end subscriber to switch
providers for a
given telephone, messaging service, and the like. In an example, an end
subscriber may
wish to change its long distance provider so that a local company need not be
used. The
long distance provider to whom the end subscriber wishes to do business would
typically
walk the end subscriber through an authorization process to enable the end
subscriber to
switch long distance carriers from the local company to the new company. This
authorization may manifest in the carrier's system as a letter of agency that
documents
the needed approvals from the end subscriber. In an embodiment, the TSS may
enable a
letter of agency process for a provider to authorize texting and other
services on a toll-
free number or plurality of toll-free numbers that are used by an end
subscriber. The
letter of agency may be electronically stored and presented to the responsible

organization or owner of record for a given number or service. The letter of
agency may
further define a time frame during which certain actions, such as the turning
on of texting
services for a toll-free number, are permitted. Such letters of agency, as
defined herein,
may be further associated with stored profiles of an owner of record and/or
end
subscriber. A letter of agency may allow a toll-free number end-user, or toll-
free number
subscriber, to authorize service enablement for services not covered by their
existing
responsible organization. In this way, consumers can have multiple services
enabled on a
single telephone number, across multiple service providers. In an example, a
letter of
agency may authorize a responsible organization or other entity to take a
plurality of
actions so that additional communication with, for example, an end subscriber
is
unnecessary and actions may be taken more quickly and efficiently. This may
enable
service registrars, and others, to activate new services, such as toll-free
texting services or
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bandwidth increases on a shorter timeline, which may have commercial benefits
as speed
activation of needed telecommunications services.
[00341] In an embodiment, the TSS may facilitate the enablement of a letter of

agency process used to enable toll-free texting capability and capture basic
data such as
customer name, responsible organization, service registrar, toll free number,
service
enablement date, and letter of authorization/agency, status of services, or
some other type
of data associated with toll-free telephone numbers and services. The TSS may
facilitate
the letter of agency process by programmatically sending a notification to the
responsible
organization of record to memorialize the transaction. A timer may be set that
will give
the responsible organization a limited period of time to dispute the
transaction. If no
action is taken, the transaction may proceed and texting service enablement,
or some
other service type, may be fulfilled in the TSS Registry. Continuing the
example, this
letter of agency process may be provided for each toll-free number that is
provisioned in
the TSS Registry, or only a subset of numbers depending on the wishes of the
end users.
In order to streamline the letter of agency process, a "blanket" letter of
agency may be
used whereby the customer of record may authorize a specific service registrar
to
provision, update, and deactivate records in the TSS as needed. In such cases,
a
notification may be sent to the responsible organization to memorialize each
transaction.
In order to further streamline the letter of agency process, responsible
organization's may
choose to put a "blanket" authorization on specific service registrar's which
will allow
the transaction to take place in real time.
[00342] In embodiments, the TSS Registry, as described herein may be an
authoritative database of all, or some subset of, text-enabled toll-free
numbers in North
America. It may also contain the top-level routing information, in the form of
a toll-free
service provider identifier (TSPID), used by the texting ecosystem to send
messages to
the proper toll-free subscriber. Since a letter of agency is required for each
toll-free
number that is enabled in the TSS, the TSPID may become a centralized and
authoritative
source identifier and may be used in the provisioning of additional services
associated
with toll-free numbers such as, but not limited to MMS, video conferencing,
and
streaming data. Furthermore, since part of the enablement process includes
Responsible
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Organization authorization and/or notification, coupled with the direct
connection to a
voice telecommunications platform associated with the TFMP, the TSPID may also
serve
to validate the authority of a call routing table.
[00343] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00344] A method of identifying and storing an identifier associated with a
toll-free-communication entity, comprising:
locating an identifier within the header portion of an SMS text message
routed over a toll-free telecommunications line, the identifier
located based at least in part through latent semantic indexing;
comparing the located identifier with metadata stored on a server, the
metadata associated with a plurality of entities;
selecting an entity from among the plurality of entities based at least in
part on the comparison; and
storing a code associated with the entity within a translation table
associated with a toll-free telecommunications management
platform.
[00345] A method of creating and storing an identifier associated with a toll-
free-communication entity, comprising:
locating data within the header portion of an SMS text message routed
over a toll-free telecommunications line, the data located based at
least in part through latent semantic indexing;
creating an entity identifier based at least on the data;
storing a code associated with the entity identifier and an entity within a
translation table associated with a toll-free telecommunications
management platform; and
associating the entity and entity identifier with a call routing table.
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[00346] A method of identifying and storing an identifier associated with a
toll-free-communication entity, comprising:
identifying a toll-free call route trend among a plurality of toll-free calls
taking place within a toll-free telecommunications network;
wherein the call route trend is identified at least in part by call
routings among toll-free numbers sharing an attribute;
creating a call route template based at least in part on the trend;
identifying an entity using at least one toll-free number with the shared
attribute;
prepopulating a call route tree for the entity based on the call route
template.
[00347] With reference to Figures 16-20, a system according to various
embodiments, and which may be referred to in some instances herein as an
intelligent
platform, platform, or an architecture, is operable to support the ever
evolving toll-free
industry through the use of modem technologies which may include enhanced
functionality and deliver improved cost efficiencies and quality of service.
[00348] The architecture depicted in Figures 16-20 may include aspects such
as:
a. Number searches return suggestions
b. Scheduled number search
c. One-click number search to activate
d. Number search based on history
e. Smart number search
f. Bulk search
g. Spare number availability notification
h. Enhanced number configurability
i. Enhanced route management
j. Self-service administration
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k. Additional user roles
I. Customer record builder
m. Customer record template transfer
n. Dashboard
o. Customer access
p. Open API
q. Bulk Processing
r. Improved Search
s. Workflow
t. Customer records/Template
u. System Performance
v. Reporting and Analytics
1003491 The architecture depicted in Figures 16-20 may include the
components in the following table:
Component Decision Rationale
Application Apply Service-oriented (SOA) and .. SOA and EDA create
loose
Platform event-driven (EDA) design coupling and high
cohesion,
throughout the application. The core which enable flexibility and
system should be considered a extensibility to business
change
platform for existing application in alignment with the
solution
services as well as future products principles_
and services, some of which may be
provided by the TFMP while others
would be provided by either third
parties or affiliated entities,
interfacing with the system via
public APIs.
Application Follow web scale IT design to Web-Scale design
concepts
Platform enable cloud-based scale and high consider global-
class compute
availability using stateless models, capacity given the massive
open source tools, Agile/DevOps expansion of web- and cloud-

approaches, and Web Oriented enabled capabilities. Web-
Scale
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Architecture (Web APIs) concepts. is the modem equivalent to
high
quality of service architectures
on low cost/commodity
infrastructure.
Application Utilize web API architecture to Traditional N-Tier
architectures
Platform simplify traditional N-Tier models require
significant "platform
by connecting any plumbing," and may be
quickly
device/channel/interface via a single being replaced by simpler, more
API that encapsulates a back-end modem Web API architectures
data/process service, that use generic interfaces
to
back-end data/processing
services. This simpler
architecture aligns well with the
solution principles.
Application Distributed queue with guaranteed Traditional,
storage-based queues
Platform (storage-based) messaging to ensure should be
sufficient to handle
FIFO request management. Develop transaction volumes. If the queue
a proof of concept for in-memory becomes a bottleneck and
the
queue if requirements necessitate database architecture
cannot
faster performance. maintain integrity, an in-
memory
queue may be necessary.
Application Prefer Java as the programming Over the last few
years, Java has
Platform platform/language of choice for core consistently been
ranked as one
application components. Leverage of the most popular
alternative languages programming languages with
an
opportunistically to accelerate installed base that rivals
any
development for lightweight Web other programming language.
A
components, native sockets, or wide availability of
resources
analytics, among others. and products exist to
complement the language. A
minimal risk exists with Java
based on the fact that it is
controlled by Oracle and does
=
not share the same degree of
openness as many other
languages. Nonetheless, Java is a
generic rather than a purpose-
specific language, so the
architecture should expect a
plurality of alternatives to solve
discrete technical or business
.problems.
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User Interface Design for web-based, thin client Responsive/cross-channel
web
user interface with HTML5, design and cross-platform/device
JavaScript and CSS. compatibility requires modern
user interface technologies to
deliver consistency across a
variety of browsers, screen-sizes
and platforms. JavaScript
libraries (formerly referred to as
AJAX/RIA) have significantly ,
matured, when combined with
HTML5 and CSS, can now
deliver rich, dynamic and usable
experiences that integrate easily
with web APIs. These tools do,
however, require significant
________________________________________ hand-coding.
Business Implement a business rule engine -- Current business processes
may
Process and (BRE), but not a BPMS, to simplify not require use of a
business
Rules call-tree routing for customer process management suite
records and enable configuration of (BPMS) because 1) processes
valid values and ranges throughout may be deterministic with
the application, defined beginnings and ends, 2)
processes do not change
frequently, and 3) processes do :
not require business user change.
Basic workflow/orchestration
logic and rule evaluation tools
meet minimum solution
requirements. These basic
capabilities may be packaged in
many leading products including
service buses and open source '
________________________________________ tools.
r Integration Use a lightweight service bus to An integration layer
centralizes ,
intermediate Web APIs between and simplifies Web API
channels/devices/interfaces. The mediation and security, as well
service bus can be one of two as decouples the architecture to
patterns/usages: increase flexibility and
1. Open Source Enterprise extensibility. ESBs may be
Service Bus (ESB) that traditional integration mainstays
provides advanced service that provide a suite of integration
mediation, intelligent routing, functionality. Popular open
BPEL/orchestration, rule source tools include Talend,
evaluation, security and robust Mulesoft, Red Hat Fuse, and
message transformation WS02. Lighter-weight API
2. API Mona:gement Appliances Management Appliances
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that provide basic service (formerly referred to as
SOA
mediation, routing, Governance tools) may be
orchestration and increasingly popular for
transformation plus hardware simplified and accelerated
acceleration for security/SSL service mediation. Popular
and message processing appliances may be CA/Layer
7,
DataPower, and Intel SOA
Express.
Integration Both SOAP and REST, and others Both REST and SOAP
WS-I
can be used. SOAP WS-I is may be mainstream Web
Service
preferred for higher quality of integration technologies.
These
service requirements such as technologies provide for
security and reliable messaging. relatively easy and
efficient
REST is preferred for ubiquity and integration following
industry-
interoperability. accepted standards.
Integration Use data integration to ensure CDC and ETL may be
both
consistency across data stores and mainstream options for
moving
synchronization for replication. Data data. CDC should be used for
integration tools may deliver two near real-time data
integration
patterns/usages: whereas Eli should be used
to
1. Change data capture (CDC) move bulk changes on a periodic
for moving data from basis. Numerous open source

transaction processing systems data integration tools may be
(OLTP) into the operational available, including those
data store (ODS) in near/real- packaged with the chosen
time database.
2. Extract, transform, load (ETL)
for moving data from ODS to
other data stores for
replication and analysis in
__________________________ batch/scheduled mode ____
Business Expand use of the SAP There is an existing
investment,
Intelligence BusinessObjects suite investment to comfort, and
experience with
address the three business BusinesObjects for end-user
intelligence use cases: Dashboards, reporting. BusinessObjects
is a
Reporting, and Analytics. This leading product and suite
for
includes using BusinessObjects as a dashboards, reporting and
replacement for Concurrent analytics. The Knosys
platform is
Technologies Knosys, which is expensive, adds complexity
to
currently used for management the environment, and
requires
reporting. Evaluate use of data to be sent off-site
without
BusinessObjects On-Demand/SaaS clear repossession rights.
f
to reduce the infrastructure footprint.
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Business Analytics and Reporting can run A separate reporting
database is
Intelligence against the operational data store essential
to remove those 1
(ODS) for both management and workloads from the transaction
end-user reports (dashboards, processing database (when not
canned reports, parameterized using an in-memory database,
reports, ad hoc reports). The ODS which is the current direction).
can provide insight into "what The ODS can maintain an
happened?" and "what is integrated, near real-time set of
happening?" all operational data including
number, customer, and billing
information.
Business Analytics and Reporting can run A separate analytics
database is
, Intelligence against a data warehouse or "big essential to remove
those
data" data store. The analytics data workloads from the ODS. This
store can be created for industry analytics data store may also
intelligence workloads, which may include a different schema,
include mining, forecasting, and different data types, and different

trending to provide insight into "why semantics. ETL, and others can
is this happening?" and "what is be used to move data from the
likely to happen next?" ODS to the analytics data store
unless near/real-time information
is necessary for industry
analytics. ________________________________________
Data There is no need for master or There may be current or
future
Management metadata management, search requirements that necessitate
engines or Web/content/document active data quality management,
management. metadata management, or
unstructured content search. Web
and content management may be ,
out of sco,pc.
Data The database architecture can enable Traditional, shared-
everything, ;
Management partitioning in a shared nothing monolithic database
architectures
model. This can ensure that data may be being replaced by
access and indexing can be scaled in modern, shared-nothing, highly
a widely accepted, fault-tolerant scalable architectures. These
manner. concepts align with Web-Scale
deployments and disclosed
embodiments solution principles.
, Data Data integrity and availability may ACID is the
traditional, high
Management be characterized by two data model integrity database model that
patterns/usage: ACID and BASE. provides ample scale and
Preference is for ACID, but others capacity. This is a low risk
may be prototyped such as BASE solution for well-known number
using strict success criteria and customer administration
(monitoring, management, functionalities. BASE offers =
consistency, responsiveness) to nearly infinite_performance and
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determine if additional benefits scale benefits, but requires a
exceed the risks of complexity, significant shift in developer and
difficulty, and ability to maintain user experience that introduces
user expectations. risk into the deployment. This
1. ACID: Traditional session- degree of change and risk
based database locking currently outweigh the benefits
strategies to guarantee of scale and capacity. Further
transaction integrity (e.g., investigation is needed to
Oracle, DB2, SQL Server, understand the true
mySQL) benefits/tradeoffs, and
2. BASE: Trending stateless implications to other
database models that favor architectural decisions.
data availability and eventual
consistency over data integrity
(e.g., mySQL Cluster,
Cassandra, MongoDB)
Data If the performance requirements Data sharding is an
advanced
Management necessitate additional scale, the alternative technique that not
BASE pattern design should be only partitions data but also
favored over data sharding. moves those partitions into
separate databases. This requires
intelligence in the application to
know in which database certain
sets of data reside. For disclosed
embodiments, the benefit of
sharding scale and performance
do not justify the costs of
additional application
complexity. __________________________________________
Monitoring Monitoring may cover three levels: Application monitoring
is a
1) application performance critical piece of application
monitoring (end-user experience, management and is essential to
application runtime, transaction reduce maintenance costs.
profiling, component deep-dives), 2) Consistent application
server monitoring and 3) network instrumentation implementation ,
monitoring. Unified monitoring practices are followed to ensure
tools may be utilized to simplify the accurate end-to-end user and
landscape and provide a single transaction level monitoring.
console for application and
infrastructure health.
Security Multiple products may be used to Application security is a
secure the runtime environment, fundamental concern for all
Web Application Firewalls provide application development, and
real-time event monitoring and should be ingrained into every
protect against known SQL injection aspect of the application code.
________________________________________ and phishing vulnerabilities. Web
Application Fit ewalls may
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; _______________
Dynamic security testing tools may be simple hardware appliances
continually verify protection against that can also accelerate and load
known signatures and patterns. Data balance requests. Many other
masking tools should be used to security tools may be open
obfuscate production data for source or easily acquired.
________________ testidevelopmentpugioses.
Security Identity and Web access Security cannot be compromised,
management can be provided via on- but there may be more usable
premises Web Access Management solutions available that can
tools. These tools provide integrated sustain and even enhance system
identity management, self-service security posture.
password management,
authentication management and
authorization integration. Disclosed
embodiments may still require two-
factor authentication. A password is
likely to be the first factor. A token
(soft or certificate-based) or a one-
time password (OTP) may be likely
to be the second factor. A VPN
should be used to create a secure
tunnel and mitigate Man-In-The-
________________ Middle attacks. ________________________________
[00350] With reference to Figure 21, in embodiments, the TFMP may include a
subsystem that enables distributed call collectors to collect data from
various sources
including service control points (SCPs), toll-free service providers,
interexchange
carriers, and others. Data may be real-time grouped, aggregated and reduced
based on
toll-free numbers and relevant parameters, including but not limited to
origination
location, originating area of service, originating NPA, ANI, or some other
criterion. Call
counts may be calculated for high priority numbers. Data may be enriched with
call
duration information when it is available. This process may assist in reducing
the overall
data set size and speeding processing. A local NoSQL data store may be used to

aggregate local trends and pre-process raw data.
[00351] In embodiments, once pre-processing completes, data may be shared
in real time, or near real time, to a centralized analytics data store 2102
that is associated
with the TFMP for more real time mapping and reduction. The analytics NoSQL
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datamart may combine data feeds from various service providers from the
network and
further reduce information to call counts, call completion rates and call
duration for high
priority numbers. This subsystem of the TFMP may gather historical
macroeconomic
data from market sources 2104 like Bloomberg TM and Reuters TM and create a
reference data store that groups and summarizes economic trends month over
month.
This subsystem may serve as a reference data source for the analysis,
inference and
indexing system.
[00352] In embodiments, this subsystem may collect historical call completion
and call count data from high priority numbers and apply mapping and data
reduction
techniques to create historical baselines for calls. Calls may be sourced from
market data
sources, data purchases, data bartering from call sources, or through some
other type of
data source. Call sampling and aggregation may be iteratively performed until
a
statistically significant dataset is created (e.g., over a tuning period).
Multi-factor
models may be created for correlating toll-free call activity with selected
macroeconomic
trends, backed by high priority numbers tied to businesses. For example, calls
to toll-free
numbers for employment commissions in the 50 states may be tied to a forward-
looking
indicator for unemployment and consumer sentiment.
[00353] In another example, historical changes in macroeconomic data may be
plotted with changes in call metrics like call volume, call duration, or some
other data
related to toll-free data. This may provide a correlation between telemetry
and economic
indicators. Financial modeling techniques may be applied, and additional
factors may be
analyzed, including but not limited to consumer sentiment, including sentiment
that is
sourced by social media comments and online behaviors related to relevant
topics (e.g.,
questions regarding unemployment benefits or questions regarding food stamps).

Interrelationships between indicators may also be analyzed. Credit card
spending data
may be an additional factor analyzed. These underlying factors may drive
stochastic
probabilities to determine a prediction model that may be utilized by the
TFMP. The
TFMP system may include a subsystem, referred to as a "node," that may be used
to
build a decision tree that is downloaded to the SCPs to facilitate the
stochastic
probabilities to determine a prediction model. The decision tree may be used
in various
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manners as otherwise described to facilitate call efficiency. The output of
the model may
be a prediction trend 2108 that can forecast the probability of a relative
positivity or
negativity of the upcoming indicator. Data from the analytics data store and
the historical
trends data store may be analyzed through a multi-factor model for deriving a
macro
economic trend indicator and a relative level of confidence with the trend.
[00354] In embodiments, a client device 2110 such as an online and/or a
mobile application may allow users to filter, search and sort trend data,
increase or reduce
granularity, include or exclude factors and zone in or drill down based on
dimensions.
For example, a user may choose to include or exclude a state from the model to
derive a
trend prediction and a prediction confidence indicator. Alternatively or in
addition, a
customizable user interface, or "dashboard," may be utilized to provide access
for third
party data services, sponsored data and information derived from toll-free
telecommunications networks, including but not limited to telecommunications
carriers,
service control points, call centers, or other parties affiliated with a toll-
free
telecommunication network. As elsewhere described, origination data may be
combined
with social media and other public domain third party data, and near real-
time, apply a
valuation model to display a trends and prices on an interactive map via the
TFMP.
Further, the user profile and security administration grants permissions to
different
groups of users to access embodiments of the system to create, view, update
and activate
certain functions. The system can implement a role-based access control
mechanism.
[00355] In embodiments, this analytic subsystem of the TFMP may provide a
flexible mapping interface for a user 2112 to enter their own data as part of
an analysis.
Once configured, additional data sources may be added in real time, or near
real time,
through an API or a web interface to further refine the model based on
customer specific
data sets to make intelligent business decisions. The system may alternatively
or
additionally be embodied in a distributed computing environment, such as a
cloud based
computing network. In another embodiment, such systems may be hybrid networks,

including usage of a cellular telephone network (and associated mobile
communication
devices, such as smart phones), a distributed, cloud network and an enterprise
network
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associated with a carrier or other business organization (and any combination
or sub-
combination of such networks).
[00356] The system may also provide a marketplace for data trading where
subscribers can choose and buy data sources that are of interest to them to
include in their
analysis to further refine their predictive model. The system may facilitate
the sale of
data sources and assist in ensuring that the data uploaded and made available
on the data
market is scrubbed of personally identifiable or other sensitive data. For
facilitating the
data sale, the system may charge a percentage of the sale proceeds in addition
to an
annual or monthly subscription fees. For consumers interested in a monthly
subscription,
overall sentiment data may be made available through a number trend report.
Alerts may
be presented to users, such as to a client device. The user may also access
the reporting
capabilities of the TFMP through a client device, such as a personal computer,
mobile
phone, tablet computer, or some other computing facility, and receive data,
including
multimedia to the user's client device. Functionalities of the TFMP include,
but are not
limited to, Number Administration (NA) and Customer Record (CR)
administration.
[00357] In embodiments, the TFMP may provide macroeconomic data trend
over a network to a remote client device, by providing a user interface
dashboard to a
user for installation on the remote client device; receiving third party
social media data;
modeling at least one of call duration or call count data with the third party
social media
data to derive a macroeconomic trend; receiving a request from the remote
client device
to present the macroeconomic data trend; generating an alert from the
macroeconomic
data trend that contains a stock name, stock price and a universal resource
locator (URL),
which specifies the location of the data source; and transmitting the alert
over a
communication channel to the remote client device associated with the user
based upon a
destination address and transmission schedule that is associated with the
remote client
device, wherein the alert activates the user interface dashboard to cause the
alert to
display on the remote client device and to enable connection with the user
interface
dashboard when the remote client device is activated.
[00358]
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The following are illustrative clauses demonstrating non-limiting embodiments
of
the inventions described herein:
[00359] A method comprising:
receiving data relating to toll-free number call activity from a toll-free
telecommunications system, wherein the data includes at least one of call
duration
or call count data;
receiving third party data relating to macroeconomic activity;
modeling at least one of call duration or call count data with the third party
data to
derive a macroeconomic trend;
receiving a request from a client device to present the macroeconomic trend;
and
presenting a representation of the macroeconomic trend to a user interface on
the
client device.
[00360] A method comprising:
receiving data relating to toll-free number call activity from a toll-free
telecommunications system, wherein the data includes at least one of call
duration
or call count data;
receiving metadata about the toll-free numbers that are the subject of the
call
activity, wherein the metadata includes data pertaining to at least one of
business
type or location;
modeling at least one of call duration or call count data with the metadata to

derive a macroeconomic trend;
receiving a request from a client device to present the macroeconomic trend;
and
presenting a representation of the macroeconomic trend to a user interface on
the
client device.
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[00361] A method of distributing a macroeconomic data trend over a network
to a remote client device, the method comprising:
providing a user interface dashboard to a user for installation on the remote
client
device;
receiving third party social media data;
modeling at least one of call duration or call count data with the third party
social
media data to derive a macroeconomic trend;
receiving a request from the remote client device to present the macroeconomic

data trend;
generating an alert from the macroeconomic data trend that contains a stock
name, stock price and a universal resource locator (LTRL), which specifies the

location of the data source; and
transmitting the alert over a communication channel to the remote client
device
associated with the user based upon a destination address and transmission
schedule that is associated with the remote client device, wherein the alert
activates the user interface dashboard to cause the alert to display on the
remote
client device and to enable connection with the user interface dashboard when
the
remote client device is activated.
1003621 With reference to Figure 22, in another embodiment, a toll-free
management platform (TFMP) may refine a recommendation for a toll-free number
search via a recommendation engine that utilizes a searcher's profile to
improve the
search. The toll-free management platform (TFMP) may utilize other assets of a
toll-free
system generally, such as carrier data, location information regarding call
origination,
payment data and so forth. The TFMP system may include a subsystem, referred
to as a
"node," that may be used to build a decision tree that is downloaded to the
SCPs. The
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decision tree may be used in various manners as otherwise described to
facilitate call
efficiency_ In one example, the toll-free number search may be based upon a
customer's
historical data such as prior search criteria and existing toll-free numbers,
and thereby
provide the customer suggestions or notification of toll-free numbers that are
available
for use. This toll-free number search may be based upon previous searches by
either that
customer and alternatively or in addition, upon other customer searches.
[00363] The toll-free number predictive search is operable to utilize multiple

sources of data to extrapolate possible toll-free numbers and those included
in a Resp Org
and/or user's search history to include, but not be limited to, a current Resp
Org
inventory, an overall search history, lists of upcoming available numbers, or
some other
type of data. Predictive analytics is an area of data mining that deals with
extracting
information from data and using it to predict Ii ________________ ends and
behavior patterns. The toll-free
number predictive search is operable for the user profile and security
administration
grants permissions to different groups of users to access embodiments of the
system to
create, view, update and activate certain functions. The system can implement
a role-
based access control mechanism.
[00364] Predictive analytics utilized for the predictive search may encompass
a
variety of statistical techniques from predictive modeling, machine learning,
and data
mining that analyze current and historical facts to make predictions about
future, or
otherwise unknown, events. Predictive analytics can be applied to any type of
unknown
whether it be in the past, present or future. Predictive analytic services may
also be
provided that allow a user, through the customizable user interface, or
dashboard, to
access third party data services, sponsored data and information derived from
toll-free
telecommunications networks, including but not limited to telecommunications
carriers,
service control points, call centers, or other parties affiliated with a toll-
free
telecommunication network. As elsewhere described, origination data may be
combined
with social media and other public domain third party data, and near real-
time, apply a
valuation model to display a trends and prices on an interactive map via the
TFMP.
[00365] The toll-free number predictive search may check on the availability
of
a suggested toll-free number before making a particular suggestion and may
otherwise
automatically reserve that toll-free number, based upon the customer selecting
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"automatically reserve" option. That is, the toll-free number may be
automatically
reserved if it meets particular search criteria to essentially automate the
reservation
thereof. Further, the automatic reservation may be a fee-based function in
which
particular bidders are able to prioritize the choice of toll free numbers via
particular fee
based arrangements.
[003661 In embodiments, initially, a user may be provided the option to opt in

to the toll-free number predictive search feature as well as the option to
automatically
reserve toll-free numbers determined to be available based upon the predictive
search.
That is, rather than wait for a request, a customer-desired number is
predicted, offered,
and potentially reserved. The user may also access the reporting capabilities
of the
TFMP through a client device, such as a personal computer, mobile phone,
tablet
computer, or some other computing facility, and receive data, including
multimedia to the
user's client device. Functionalities of the TFMP include, but are not limited
to, Number
Administration (NA) and Customer Record (CR) administration. It should be
appreciated
that other options may be alternatively or additionally provided.
[003671 In one disclosed non-limiting embodiment of a method 2200 for
operation of a toll-free number predictive search is initiated via accessing a
Resp Org's
search history (step 2202; Figures 23, 24, 25, and 26). Numerous criteria may
be used
when searching for toll-free numbers including the use of wildcards, words
translated to
numbers, and the like. The search may be performed at both a Resp Org level
and broken
down by a user as well. This history may be one of the factors used in
providing
suggestions. Typically, an inventory of toll-free numbers associated with a
particular
Resp Org as well as an inventory of available toll-free numbers is accessible.
Next, the
toll-free number predictive search feature may utilize an algorithm that
would, for
example using the data noted above, produce a list of customer desired toll-
free numbers
for the customer (step 2204). For example, the algorithm may use any and/or
all of the
following information to make a search recommendation:
= Previous search number history (what numbers has a user / Resp Org
searched for recently and how many times has the search been performed).
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= Current inventory of toll-free numbers managed by this particular Resp
Org. For example, if 888-234-CARS is managed perhaps 800-234-CARS
may be predicted as being desired.
= Numbers that are to be spared (made available). Examine numbers that
are going to become available and determine if they meet any patterns in
which a user has expressed interest.
= Search histories from this or other Resp Orgs as it relates to a number
this
Resp Org has searched for.
[00368] The predictive search results may facilitate a standing willingness
for a
customer to pay for a particular toll-free number and thus automatically
reserve the
predicted toll-free number (step 2206). For example, once a toll-free number
is
identified, various offers may be made available via an auction, payment to be
first in
line, subscription offerings, arid others. Finally, a plurality of options may
be provided
when the customer receives the predictive search results (step 2208), such as,
but not
limited to:
= At every logon;
= Emailed at a specific time of the day. In one example, coordinated around

the TFN Spare activity.
1003691 The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
100370] A method of searching for a toll-free number, comprising:
identifying a previous search number history for a user; and
offering a toll free number associated with the previous search number
history to the user.
1003711 A method of searching for a toll-free number, comprising:
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predicting a customer-desired toll free number for a user;
reserving a toll free number in response to the predicting; and
offering the reserved toll free number to the user.
[00372] A method of searching for a toll-free number, comprising:
identifying a previous search number history for a user;
predicting a customer-desired toll free number for a user from the previous
search number history; and
offering the predicted toll free number to the user.
[00373] One disclosed embodiment of the system can support future and the
ever-evolving toll-free industry through the use of modern technologies,
enhanced
functionality, and improved cost efficiencies and quality of service. The
system can
provide additional and enhanced system capabilities that meet or exceed the
performance
of the existing legacy system on all parameters such as response time,
capacity,
scalability and cost. The system can improve core services, lower operational
expenses,
and enable innovations for customers.
[00374] More specifically, embodiments of the system can facilitate:
a. Modernization of core technologies
b. Relevance with transition to IP.
c. Use cloud, mobile, and leading-edge technologies to enable new
business opportunities and facilitate customer innovation.
d. Meet/Exceed current service levels.
e. Optimize processes and data.
f. Make it easier for customers to do business thereby building
stronger relationships.
g. Increase customer satisfaction and perceived value
h. Enable business process automation to optimize cycle time
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i. Make data more valuable and accessible for both internal and
external use.
j. Optimize functionality and system access methods to the
minimum required. Increase ability to change.
k. Be more flexible to quickly add/enhance products and services.
I. More easily adapt to and support business/industry change over
time.
m. Simplify in everything to optimize and reduce costs.
n. Broaden pool of available talent by leveraging current technologies
and leading concepts.
1003751 Embodiments of the disclosed system may include the integration of
one or more of the following capabilities:
a. Number searches return suggestions.
b. Scheduled number search.
c. One-click number search to activation.
d. Number search based on history.
e. Smart number search.
f. Bulk search.
g. Spare number availability notification.
h. Enhanced number configurability.
i. Enhanced route management.
j. Self-service administration.
k. Additional user roles.
1. Customer record builder.
m. Customer record template transfer.
n. Dashboard.
o. Customer access.
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[00376] Additionally, the capabilities listed herein may include the following

features in its integration such as Minimal Feature Sets ("MFS"), New Feature
Sets
("NFS") and Non-Functional Requirements. Additionally, the capabilities listed
in the
MFS, NFS, and Non-Functional Requirements may include the following:
a. Ease of Use.
b. Open API.
c. Bulk Processing.
d. Improved Search.
e. Workflow.
f. Customer records/Template.
g. System Performance.
h. Reporting and Analytics.
[00377] With reference to Figure 27, a high performance Agile and DevOps
application delivery organization 2700 permits each vendor to examine the
organization
and sample toolset to see if it fits within their idea of a delivery
organization. The system
can be built on a Web-Scale infrastructure capable of delivering continuous
availability
and continuous delivery. The Web-Scale infrastructure can enable developers
and
administrators to easily provision and deploy environments on-demand. The
infrastructure and application services can scale up and down based on
external factors
(i.e., current load, performance requirements). Integrated teams, process and
tools that
provide increased agility, transparency and ease of governance, and effective
allocation
of resources
1003781 A subscriber to basic telephone service is assigned a telephone number

that identifies the service and is billed for calls originated from the
telephone line
associated with the service. In contrast, with toll-free service the
subscriber is assigned a
toll-free telephone number and is billed for all calls terminated to that
number. There is
no charge to the originator of the toll-free call.
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[00379] Toll-free number portability made it possible for any company to
provide service for any available toll-free number. FCC Tariff No. 1 x, 800
Service
Management system functions specified the functionality of a Service
Management
system that would be operated by the Bell Operating Companies (BOCs). One
embodiment of a tariff is Tariff F.C.C. No. 1 x, 800 Service Management System

Functions, Issued January 31, 2013, Effective February 15, 2013. A disclosed
embodiment, originally developed and maintained by Bellcore, facilitates a
company that
wishes to provide toll-free service (referred to as a Responsible
organization/Resp
Org/toll-free service provider) to obtain control of toll-free numbers and
provision of the
information in the network needed to route calls to a designated terminating
number.
(This information is sometimes referred to as a Customer Record.) This tariff
outlines the
requirements for becoming a toll-free service provider, the capabilities
required of the
disclosed embodiment to allow toll-free service providers to search for and
reserve toll-
free numbers and provision Customer Record information, and how toll-free
service
providers may be to be billed for use of the disclosed embodiment and control
of toll-free
numbers.
[00380] With geographic portability made possible through the use of
centralized routing databases, it became possible for the same toll-free
number to be
dialed from anywhere in the country and for the toll-free call to be delivered
to different
destinations based on routing criteria specified in the Customer Record. Toll-
free service
quickly grew in popularity, and the supply of available 800 numbers neared
exhaustion.
The toll-free code 888 was opened in 1996, followed by 877 in 1998, 866 in
2000, and
855 in 2010. Plans may be underway for opening of the 844 code in the near
future and
the FCC tariff has designated the future use of the 833 and 822 codes. As the
value of
toll-free service and the advantages to having a meaningful combination of
digits in a
toll-free number (referred to as a vanity number) became increasingly
apparent,
numerous companies became toll-free service providers and established
businesses
selling toll-free service. Today, there may be more than 450 toll-free service
providers,
including telecommunications network providers, resellers, and independent
organizations.
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[00381] To understand routing of toll-free calls, it may be useful to
understand
how routing is performed for standard (i.e., not toll-free) calls.
[00382] With
reference to Figure 28, the North American Numbering Plan
(NANP) 2800, introduced in the 1940s, established the 10-digit telephone
number format
used in the United States, Canada, and neighboring countries in the Caribbean.
The
format, shown in Figure 28 consists of a three-digit Numbering Plan Area (NPA)
code,
and a seven-digit telephone number that includes three digits that identify an
office code
or local exchange and four digits that identify the individual number within
the office
code. The NPA, or area code, uniquely identifies a geographic area, the office
code
uniquely identifies a central office switching system (historically referred
to as an
exchange) within an NPA, and the line number points to the service components
and
dedicated resources in the switching system that provide the service instance
identified by
the line number.
[00383] When toll-free service was introduced in 1967, telephone calls were
routed using information provisioned in each Public Switched Telephone Network

(PSTN) local switching system. A routing table specified how the switch should
process
an originating call based on the digits dialed by the calling party and the
arrangement of
facilities that connected the switch to other switches. A switch has direct
connections to
other switches in the same area and connections to intermediate switches
called tandems
that provide the next hop toward other switches operated by the same company.
Additional connections to specialized tandems provide access to long distance
networks
to transport calls to switches outside the local area. The local area where a
company
provides services is known as a Local Access and Transport Area (LATA).
[00384] The NPA or NPA-NXX of the dialed called party number identifies an
entry in the routing table that points to the route needed to transport the
call toward the
terminating switch that serves the dialed line number. Initially, calls within
a local area
only required 7-digit dialing (just the NXX and the final 4 digits), but as
the demand for
telephone numbers grew, additional area codes were opened within a local area,
and it
became necessary to dial 10 digits for both local and long distance calls. If
the digits
dialed may be for an NPA-NXX served by the same switch, the routing table can
indicate
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that a call should be offered to the subscriber identified by the telephone
number. If the
digits dialed indicate a NPA-NXX not served by the switch, the routing table
can point to
a route to a neighboring local switch, a local tandem, or a long-distance
tandem.
[00385] Unlike a typical NPA, the 800 code introduced to identify toll-free
numbers does not identify a unique area to which a call can be routed. To
support toll-
free service, additional entries had to be made in each local switch routing
table to
indicate the route for an 800-NXX code. Calling a particular 800 number was
limited to
the local switches that had been provisioned with routing information for that
number.
Additionally, further routing information was required at a terminating switch
to map the
800 number to the terminating line.
[00386] In the early 1980s, AT&T introduced centralized call routing databases

to handle routing of 800 calls. With a centralized database, it was not
necessary to
provision routing information for toll-free numbers in every local switch.
Instead,
switches were configured to query the database for routing information when it
was
recognized that an 800 number had been dialed. The database can be provisioned
with
routing information to direct a call to a route based on many factors,
providing flexibility
and removing the association of an 800 number to a specific local switch. This
made it
possible for a company to own a national 800 number and for calls to that
number to be
routed to a different local switch depending on where the call originated or
the time of
day. The flexibility provided by centralized call routing databases also
enabled any
carrier to provide service for any 800 number. Both geographic and carrier
portability for
toll-free service had become possible.
[00387] Today, in addition to toll-free calling, services like local number
portability, operator services, and Advanced Intelligent Network (AIN)
features, make
use of advanced routing capabilities enabled by signaling system 7 (SS7).
[00388] With reference to Figure 29, in the SS7 network 2900, the local switch

is known as a Service Switching Point (SSP). A Signal Transfer Point (STP)
2902
provides routing of SS7 messages, and databases with call routing and feature
information may be known as Service Control Points (SCP) 2904. To enable
advanced
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routing via a centralized database, local switch routing tables may be
configured to
nigger a query to a database for additional call processing instructions based
on various
criteria.
[00389] In the case of a toll-free call origination, the switch can recognize
the
8XX code in the dialed digits and launch a query to an SCP for routing
information using
the SS7 Signaling Connection Control Part (SCCP) protocol to transport a
Transaction
Capabilities Application Part (TCAP) query.
[00390] As shown in Figure 30, the query may be routed by an STP to an SCP
that has been provisioned with the information that describes how to route the
toll-free
call. In some cases the initial SCP that is queried by the local switch can
return
information that can cause the call to be routed to a switch operated by
another carrier
where a subsequent query to a different SCP can be performed to obtain the
routing
information needed to direct the call to the destination.
[00391] The routing information, consisting of a carrier code and terminating
number, is returned in a TCAP response to the originating switch. The switch
uses the
information to select a route from its routing database and continues
processing 3000 of
the toll-free call.
[00392] Toll-free number administration includes management of number
assignment and provisioning of customer records. This section describes the
toll-free
business, the key stakeholders, roles and responsibilities, and disclosed
embodiment
capabilities.
[00393] Key aspects of the toll-free number business may be described by the
FCC tariff. This tariff, describing "regulations, rates and charges applying
to the
provisioning of functions and support services" was first released in 1993.
Updates have
occurred since, with the latest released January, 2013, becoming effective in
February,
2013. This tariff describes the undertakings of the company responsible for
the disclosed
embodiment and the capabilities required of embodiments of the system itself.
It defines
key terminology and specifies the responsibilities of toll-free service
providers, who may
be the primary users of the disclosed embodiment. It also provides a schedule
of rates
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and charges with regulations for billing toll-free service providers for
disclosed
embodiment access and usage. System requirements defined by this, or any
other, tariff
may be provided in "Business Rules" Section.
[00394] Some key participants in the toll-free business 3100 and the
interactions between them may be illustrated in Figure 31. Note that a primary

geographic area for the toll-free business is the United States, Canada, and
other areas
where the NANP is used.
[00395] A toll-free subscriber contacts a toll-free service provider to order
toll-
free service. The toll-free service provider may be a carrier who operates a
network or,
may have a relationship with a network provider in order to enable service.
The toll-free
service provider has an interface to the disclosed embodiment to search the
pool of
unassigned toll-free numbers and reserve one or more for use by the toll-free
subscriber.
Working with the toll-free subscriber, the Resp. Org determines bow calls to
the toll-free
number should be routed.
[00396] On behalf of the toll-free subscriber, the toll-free service provider
enters a Customer Record in the disclosed embodiment that specifies routing
and carrier
information for the toll-free number. The disclosed embodiment sends this
information to
the SCPs that control real-time routing of calls in the network. When the SCPs
have
received the routing information in the customer record, toll-free service is
enabled for
the toll-free number.
[00397] The toll-free subscriber has a business relationship with the toll-
free
service provider 3102 to pay for toll-free service. The toll-free service
provider has a
relationship with the TFMP to pay for access to the disclosed embodiment and
use of the
toll-free number assigned to the toll-free subscriber.
[00398] There may be a number of stakeholders that play key roles in the toll-
free business, which may include those that follow:
[00399] FCC 3108 - The FCC is the federal agency that has responsibility for
the FCC tariff that specifies the need for a toll-free number Service
Management system
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and defines the regulations, rates, and charges applicable for the use of
system functions
and support services. The FCC may approve changes to rates or other aspects of
the FCC
tariff.
[00400] The TFMP 100 - The TFMP is responsible for the administration and
operations of the disclosed embodiment and enforcement of the regulations
outlined by a
tariff. The TFMP may retain a number of contractors to assist with the
activities required
to manage the disclosed embodiment and related functions, including
maintaining the
disclosed embodiment software, running the data centers that house the
disclosed
embodiment, performing routine and corrective maintenance activities on the
disclosed
embodiment hardware, handling billing for access and use of the disclosed
embodiment,
and running the help desk to handle questions and requests from disclosed
embodiment
users.
[00401] Administrators and the TFMP Help Desk personnel can access the
disclosed embodiment. Administrators can enter and maintain configuration and
reference information needed for operation of the disclosed embodiment. Help
Desk
personnel can assist with troubleshooting access and Customer Record issues,
complete
TFMP Requests, and submit trouble reports.
1004021 Toll-Free Subscribers - Toll-free subscribers may be the end users of
toll-free service. Toll-free service includes a toll-free telephone number and
the network
capabilities that enable calls to a toll-free number to be delivered to a
designated
terminating number according to conditions specified by the toll-free
subscriber. Toll-
free service is obtained from a toll-free service provider.
[004031 Toll-free service providers (aka Resp Orgs) - Toll-free service
providers may be responsible for the overall coordination required to
provision, maintain,
and test toll-free service. A toll-free service provider may be a carrier that
operates a
network or instead could be an independent company or organization that
interfaces with
a carrier to arrange toll-free service. Toll-free service providers may be the
primary users
of disclosed embodiment. In embodiments, the system may be used to search for
and
reserve toll-free numbers for subscribers and provision Customer Records that
provide
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the network with the information needed to route toll-free calls. Toll-free
service
providers may be billed for access and use of the disclosed embodiment and
control of
toll-free numbers on a monthly basis as described by a tariff.
[00404] Toll-free service providers often maintain sub-organizations based on
geography or other organization classifications. The toll-free service
provider entity is the
top-level organization against which reservation limits may be imposed
(represented by
the first 2 digits of toll-free service provider ID in the current system).
The sub-
organization within a toll-free service provider entity (represented by the
full 5 digit toll-
free service provider ID in the current system) is referred to as a toll-free
service provider
unit. The toll-free service provider users who access the disclosed embodiment
can be
associated with a toll-free service provider unit and the corresponding toll-
free service
provider entity. A toll-free service provider entity may manage many toll-free
service
provider units, each having a unique toll-free service provider ID.
[00405] SCP Owners/Operators (SCP 0/0) - SCPs may be the databases in the
SS7 network that contain the information used to route toll-free calls. SCP
Owners/Operators contract with the TFMP to receive updates from the disclosed
embodiment. An interface is established between the disclosed embodiment and
the SCPs
so Customer Record information can be provisioned to SCPs to enable the real-
time
routing of toll-free calls. SCP 0/0s may be billed for this service.
1004061 At SCP 0/0 companies, the SCP administrator is responsible for
establishing reference data about the SCPs and their corresponding SS7
networks. The
administrator also manages tables at the SCP node and the Call Management
Services
Database (CMSDB) within the SCP to set controls and limits for SCP operations.
They
may be permitted to access and change data only for the 0/0's SCPs in the SS7
network.
[00407) A network manager is a member of Network Management Center
(NMC) or Network Operations Center (NOC) at the SCP 0/0 company staff
responsible
for managing mass calling surveillance and control capabilities in its managed
SS7
networks.
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[00408] SCP 0/0 SCP administrators and SCO 0/0 Network managers may
be users of the disclosed embodiment.
[00409] Billing Administrator - This function coordinates the Billing of all
customers, using information provided in the disclosed embodiment.
[00410] Industry and Regulatory Liaison - This function uses information in
the disclosed embodiment to respond to inquiries or to make inquiries to the
regulatory
bodies.
[00411] Carriers - Actual telephone entity that carries the toll-free call.
Carriers operate networks that process telephone calls. Local-Exchange
Carriers (LECs)
operate end office switches that provide access service to subscribers and
carry calls
within a local area, known as a LATA. Interexchange carriers (IC) carry calls
between
local areas. A subscriber receives service from a local-exchange carrier and
designates
the default IC to carry calls between LATAs. Historically, local carriers and
ICs were
distinct, but today a carrier can be both a LEC and an IC. A carrier may also
be an SCP
0/0, or a carrier may obtain SS7 signaling and database services from a
separate SCP
0/0.
[00412] With reference to Figure 32, in one disclosed embodiment, the
architecture 3200 for a solution for toll-free with key enhancements to
support the unique
requirements for toll-free number administration and call routing is
illustrated.
[00413] With reference to Figure 33, in one disclosed embodiment, the
architecture 3300 provides number administration capabilities for toll-free
numbers
facilitating integration between PSTN and an IP network. This unified platform
can
serve both PSTN and IP enabled numbers.
[00414] Toll-free subscribers work with Resp Orgs to search and reserve toll-
free numbers. Responsible organizations continue to populate the disclosed
architecture
with CICs for PSTN numbers and an NS Records for IP-enabled numbers.
[00415] The disclosed embodiments of the architecture can store additional
metadata (for example: toll-free CNAM, industry code, description, license
status, trade
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group affiliations, BBB ratings and such) for the toll-free organization As
the transition
completes, toll-free calls would provide consumer assurance through a
validated neutral
third party trust chain to significantly improve consumer confidence and
prevent identity
fraud.
[004161 In addition to the NS Record for the iSCP, Resp Orgs can choose to
configure aspects of the routing logic with the disclosed architecture (second
dip). They
can map a SIP URI to a toll-free record. In this example scenario, a Resp Org
would
copy over that information with the iSCPs. In addition to the enhanced aspects
of the
iSCP, the iSCP may also facilitate direct IP interconnects between RespOrgs
and their
service providers, if desired, through sharing additional metadata about a
route.
[00417] With reference to Figure 34, Toll-free numbers 3414 (unlike mobile
and landline numbers) have evolved to be a branding and identity vehicle.
Companies
are increasingly using their toll-free numbers along with their online assets
to provide an
integrated customer experience. With this growth, availability of vanity
numbers has
become sparse and demand is increasing. In embodiments, a toll-free tagging
service
may be provided that includes a subscription-based service that is made
available to
Responsible Organizations (Resp Orgs), consumers and businesses. The toll-free
tagging
service may provide the ability to tag a toll-free number (or group of
numbers), and once
a number is tagged, to track updates to that number (e.g., a change in
ownership, change
in availability, increase in search statistics) that may then be distributed
("pushed") to
customers through emails/text messages or other means. Subscribers of the toll-
free
tagging service may also have the ability to create, view, update and delete
tags through a
web application, mobile application, or some other user interface.
[00418] The toll-free tagging service may alternatively or additionally be
embodied in a distributed computing environment, such as a cloud based
computing
network. In another embodiment, the toll-free tagging service may be utilized
via hybrid
networks, including usage of a cellular telephone network (and associated
mobile
communication devices, such as smart phones), a distributed, cloud network and
an
enterprise network associated with a carrier or other business organization
(and any
combination or sub-combination of such networks). The toll-free tagging
service may
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permit the user to access the reporting capabilities of the TFMP through a
client device,
such as a personal computer, mobile phone, tablet computer, or some other
computing
facility, and receive data, including multimedia to the user's client device.
Functionalities of the TFMP include, but are not limited to, Number
Administration (NA)
and Customer Record (CR) administration.
[00419] In embodiments, subscribers may be provided options to create custom
toll-free number tags based on keywords, using a website. Subscribers may have
the
option to choose, for example:
= Keywords that spell a number (for example 800-Success)
= Category based tagging (for example "Laundry")
= Location based tagging (for example "California Numbers")
= Popularity (suggestions based on search engine metrics)
= Social Media mentions (Facebook and twitter feeds)
= Suggestive Tags (based on peer user behavior)
[00420] In embodiments, the system may ingest data from a plurality of
sources, including but not limited to the following:
= Number popularity sourced from number searches from the toll-free
management platform (TFMP) 3402
= Number dips sourced from SCPs and network elements 3404
= Facebook, Linkedin and twitter mentions of key words based on
categories 3408
= Location information from fuzzy location parameters (including network
location elements like NPA-NXX, ANT, JIP) and such
= Tag trend report based on tags that are most frequently indexed 3410
= News and Current event tags
= User contact sourcing (tag generation from subscribers address book)
= User social feed sourcing (tag generation based on users social media
feeds)
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= Seasonal tag sourcing (for example, Thanksgiving ads)
[00421] In embodiments, the TFMP 100 may allow for differentiated services
based on subscriptions through a user interface 3420. For example, service
offerings may
be tiered:
= Regular Tier: May allow for tag alerting based on acceptable latency.
Alerts maybe available through a non-guaranteed delivery mechanism like
email, and allows for basic subscription services with a cap on subscribers.
= Plus Tier: May allow for low latency alerting based on multiple
mechanisms.
Premium customer support and access to artificial
intelligence based indexing may be provided to see popular tags. This
may allow for extended customer bases.
= Premium Tier: May allow for premium access to see search patterns from
others, unlimited tags, high speed and high frequency alerting, and the
like. May also allow for an "auto reserve" function.
[00422] In embodiments, the tagging service of the TFMP may provide an
unbiased valuation for a number or group of numbers based on several factors
including,
but not limited to:
= Tag popularity
= Industry financial metrics
= Call completion, dip status
= Average call duration
= Vanity-ness
In embodiments, the tagging service of the TFMP may source data from
distributed data sniffers that reside in networks to see dip rate and dip
volume for popular
numbers. This data may be compiled with other data sources including, for
example,
Google TM and Alexa TM trends (or other web traffic data and analytics) for
tags and
provide a heat map that shows "hot spots" for where the numbers are in demand
and who
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is calling these numbers, nationally and internationally. In another example,
a view may
be provided that is a near real time valuation trend (e.g., analogous to a
stock ticker) for,
say, the top 10 tags/numbers by state/city. Current methods are limited in
that they
cannot combine call origination data, with social media and other public
domain data,
and near real-time, apply a valuation model to display a trends and prices on
an
interactive map, however the methods and systems of the TFMP enable such
functionality.
The toll-free tagging service may alternatively or additionally utilize the
TFMP
system and may include a subsystem, referred to as a "node," that may be used
to build a
decision tree that is downloaded to the SCPs. The decision tree may be used in
various
manners as otherwise described to facilitate call efficiency. Tagging data
associated with
toll-free numbers may be used, including with real-time network information
and static
call routing information, to create a real-time call path score. In an
example, a toll-free
number that is associated with spoofing or other fraudulent call activity may
be tagged as
a problematic number and a call route assigned to it to minimize the financial
impact of
receiving a high volume of fraudulent calls to the toll-free number. SCPs may
also be a
source of real-time call routing data and data used for tagging purposes.
Using this
information facilitates extrapolation and determination of uptime, downtime,
congestion,
geographical movement and economic movement of people communicating via calls.

Based on real-time data that can be obtained from the SCPs and from the
network, the
TFMP may create a score that can be assigned to each call decision node. Such
a score
may also be used for the purposes of tagging. Similar to a mapping algorithm
that uses
distance and speed limit, given a starting point and a destination, the
quickest or shortest
map may be mapped. Changes in the call routing tree may be dependent upon an
update
to the routing tree that is then validated by the TFMP and then downloaded to
the SCPs.
With the use of real-time data, and more network decisions nodes added to a
call routing
tree based on the needs of the end subscriber, the TFMP may provide the
ability to allow
an end subscriber to have real-time business continuity for their toll-free
number instead
of having to contact their service provider, or getting a ticket opened to
update their
routing tree, and then having it download to all the SCPs for the new routing
to take
place. In embodiments, a call path score and real-time routing may be based on
the best
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possible availability score. This may also be modified by the TFMP to allow
for lowest
cost score, based on the per-call and per-minute cost for particular carrier.
The call score
may be updated during low activity periods with a date/time stamp associated
with it.
This may allow real-time, or near real time, detection of a path's status.
Upon
completion of a call down a particular path, the TFMP may also update the call
path
score and the data used for the purposes of tagging. Further, real time status
changes in a
telecommunications network, the performance of a given call route, or some
other status
change, may be used as additional tagging data. In an example, a toll-free
number that
may experience a season high-demand may begin to operate less efficiently,
this
metadata 3412 may be tagged to the toll-free number for use in, for example,
predictive
analytics provided by the TFMP regarding temporal changes in call activities
and the
optimization of certain call routes. Toll-free numbers tagged as having
significant
seasonal variation in call volume, or some other criterion, may have
additional enhanced
routing trees created for the purpose of handling peak seasonal call demands.
A plurality
of tagged numbers may be further associated with a TSPID so that a common
entity
associated with the toll-free numbers may be identified.
[00423] In embodiments, number trend optimization 3410 may be provided by
the TFMP in order to provide recommendations to target the right audience for
a number.
Recommendations may include marketing a number on a certain media within a
certain
geography to promote calls to the right customer. Call origination data (in
partnership
with the call originators and service control points (SCPs)) will be sources
to provide
effectiveness metrics to users based on, for example, originating numbers and
derived
call success rates (based on average call duration) and call completion. The
toll-free
tagging service may alternatively or additionally be utilized with predictive
analytic
services that allow a user, through the customizable user interface, or
"dashboard," to
access third party data services, sponsored data and information derived from
toll-free
telecommunications networks, including but not limited to telecommunications
carriers,
service control points, call centers, or other parties affiliated with a toll-
free
telecommunication network. As elsewhere described, origination data may be
combined
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with social media and other public domain third party data, and near real-
time, apply a
valuation model to display a trend and prices on an interactive map via the
TFMP.
[00424] The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
[00425] A method comprising:
receiving data relating to at least one of a dip rate or dip volume that is
associated with a toll-free number;
receiving social media data relating to usage of the toll-free number;
analyzing the combined data and social media data to create a valuation
metadata tag that is associated with the toll-free number, wherein
the valuation metadata is a quantitative summary of the demand
associated with the toll-free number; and
distributing a communication to an entity regarding the current valuation
of the toll-free number.
[00426] A method comprising:
analyzing data relating to a toll-free number and social media data to
create a valuation metadata tag that is associated with the toll-free
number, wherein the valuation metadata is a quantitative sumrnary
of the inferred economic activity associated with the toll-free
number;
inferring a rating of a second toll-free number based at least in part on the
valuation metadata, wherein the toll-free number and the second
toll-free number share an attribute; and
storing the inferred rating of the second toll-free number.
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[00427] A method comprising:
receiving data relating to at least one of a dip rate or dip volume that is
associated with a toll-free number;
receiving social media data relating to usage of the toll-free number;
analyzing the combined data and social media data to create a valuation
metadata tag that is associated with the toll-free number, wherein
the valuation metadata is a quantitative summary of the demand
associated with the toll-free number; and
initiating a toll-free number reservation based on the current valuation of
the toll-free number.
[00428] With reference to Figure 35, routing information in NS records 3500
may be downloaded to originating service provider (SP) ENUM or similar
directory for
call control. PSTN Call originations can continue existing PSTN 8xx call flow.
[00429] IP call originations can use an intelligent ENUM-like and ST enabled
intelligent Service Control Point (iSCP). In embodiments, many geographically
redundant, highly available iSCP servers can reside in the originating service
providers or
provided by independent third parties. iSCPs can operate in mixed mode (SIP
and PSTN)
or be exclusively SIP. iSCPs provide ENUM like functionality enhanced with
intelligent
routing capabilities required for toll-free routing.
[00430] For IP call originations, the originating service provider queries its

local naming (ENUM-like capability) server for call routing. The SP ENUM or
similar
service delegates the 8xx number queries to the iSCPs (similar to level 2
DNS). iSCPs
execute intelligent call routing logic, and return a SIP Redirect with a URI
for the SIP
gateway of the toll-free service provider. The originating service provider
can then route
the SIP INVITE to the terminating toll-free subscriber's service provider.
[00431] For IP calls terminating to the PSTN network, the originating service
provider queries its ENUM server similar to IP termination as described above,
with the
iSCP returning the URI for a PSTN gateway.
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[00432] Toll-free numbers follow the NANP 10-digit format (NPA-NXX-
XXXX) used for all telephone numbers in North America. A toll-free NPA
designated by
the FCC, such as 800 or 888, identifies a number as a toll-free number. Toll-
free
numbering may follow the E.164 format for identifying telephone numbers. The
disclosed embodiment maintains status and associated information for the
complete pool
of toll-free numbers.
[00433] The Number Administration function provides the ability for a user to
perform any of the following capabilities:
a. Number Query: the ability to find out information such as
availability, toll-free provider ownership, and status about a
specific toll-free number.
b. Number Search: the ability to look for one or many toll-free
numbers.
c. Number Reserve: the ability to reserve one or many toll-free
numbers for his/her toll-free provider based upon the results of a
search.
d. Number Search & Reserve: the ability to search for one or many
toll-free numbers and reserve them in the same single user action.
[00434] Except when noted otherwise, all number reservations may be taken
and processed on a first come/first served basis. In embodiments, this may be
due to a
tariff requirement and true regardless of the source of the request.
[00435] A status is associated with each toll-free number that changes based
on
user actions to search for and reserve numbers and to provision and delete
Customer
Records for a number. Other status changes may be made automatically by
embodiments
of the system based on rules specified by a tariff.
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[00436] The business rules around status change in the may include:
a. Spare ¨ Number is available to be reserved. No toll-free service
provider entity has control of the number.
b. Reserved _______________________ Toll-free service provider entity has
taken control of
the number, but a Customer Record has not yet been provisioned.
c. Assigned ¨ Customer Record has been provisioned in the
disclosed embodiment, but has not been sent to SCPs.
d. Working ¨ Customer Record has been sent to SCPs and accepted
by at least one SCP.
e. Disconnect ¨ Toll-free service has ended and intercept treatment,
such as an announcement, is provided; a Customer Record may be
needed to specify routing for intercept treatment.
f. Transitional ¨ Toll-free service and intercept service, if provided,
have ended; there is no longer routing information in SCPs for the
number and therefore no active Customer Record reflecting current
information in an SCP associated with the number
g. Unavailable ¨ Number cannot be reserved by a toll-free service
provider.
h. Suspend ¨ Number has been disconnected but has a Customer
Record to restore service, or number is the subject of a billing
dispute.
[00437] For all statuses except usually SPARE and UNAVAILABLE, a toll-
free service provider entity may be associated with the number. This
association begins
when the toll-free service provider entity takes control of the number by
completing a
reservation. Except when noted otherwise, all number reservations may be taken
on a
first come/first served basis.
1004381 With reference to Figure 36, in another embodiment for one click
activation 118, a widget 3602 may be embedded within a webpage 3604 to
facilitate
reservation of a toll-free number via a user interface 1806. The term widget
as used
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herein may refer to a client side, browser based application which displays
data coming
from different sources. In an embodiment, the widget 3602 may also be used on
a mobile
device as a mobile app. The embedded widget 3602 may communicate with a server

3608 using an API 3608 such as secure Restful API.
[00439] The widget 3602 may be embedded within a webpage 3604 with
HTML tags. The complexity and logic may thus be hidden in the Javascript that
resides
on the server 3608. Loading the widget 3602 on to the hosting webpage 3604 may
be
performed through a bootstrap script that, for example, may be written as a
Javascript
file, or in some other language, that resides in the server 3608. A script tag
can then be
used to invoke loading this, thereby loading the bootstrap.
[00440] Generally, there are two ways to embed the content on the hosting
webpage 3604, using fFrame, or using DOM in Javascript, and placing it within
the host
site or a combination thereof. The host page may be a client website within
which the
widget 3602 is embedded.
[00441] Communication technology may include HTML5, JavaScript, CSS,
JSON and Restful API and services. The client may utilize HTML5, Javascript,
or CSS
whereas the server may provide the Restful API and services. In order for the
widget to
communicate with the host page or if the widget needs to send data to the
server, based
on what is being used, it can be performed using Normal Post, AJAX
(asynchronously),
or some other process. In order for cross domain communication between the
host page,
embedded code or 1Frame, HTML 5's API called postMessage may be used. JSON is
a
file format that is understood by both client and server and hence may be also
be readily
used for data representation and transfer.
[00442] With reference to Figure 37, various methods may be utilized to secure

this communication. The widget 3602 may include a login feature 3902 in order
to use
the services. After initial credential validation with usemame and password,
tokens may
be provided to users. This may be used in the subsequent communication back to
the
server. In the alternative, API keys may be used. On authentication and
authorization,
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various search 3904, reserve 3906, activation 3910, and confirmation 3912
elements may
be provided.
[00443] With reference to Figure 38, one disclosed non-limiting embodiment
of a method 3800 may be initiated by loading the webpage 3604 (step 3802) then
lazy
loading the widget 3608 (step 3804). That is, the lazy loading may be utilized
to
minimize any effect upon the loading speed of the wcbpage 3604. Once the
widget 3608
is loaded (step 3804) the login and search features (step 3808) are provided
such that
reservation/activation may be initiated.
[00444] The widget 3602 may be particularly beneficial to a business owner
and/or Resp Org /Toll Free Service Provider. The business owner who visits a
web page
may view the widget 3602 that includes a statement such as, for example,
"Reserve your
Toll Free Number or "Do you have your Toll Free Number?" with a ready
presented text
field to search for a desired Toll Free Number or to enter their business
name. A list of
appropriate or related toll free numbers and an option to reserve and activate
is thereby
provided in a one-click or relatively one-click manner.
[00445] For a Resp Org /Toll Free Service Provider, the widget 3602 can be
embedded in their portal. The widget 3602 provides a login page such that the
widget
3602 provides a text field to reserve toll-free numbers along with a drop down
list of
numbers that expire in the next month and a popup link to extend. A popup link
may also
provide historical information such as their last 10 actions. The widget 3602
may also
display a popup link to display status of the toll-free numbers in which a
user previously
indicated interest.
[00446] In the toll-free industry, it currently is a multi-step process to
obtain a
toll-free number and submit a request to active that number. It requires the
user to first
search and reserve a number and then in a separate transaction, often on a
separate user
screen, input the information to create a toll-free number routing record that
is sent to the
service control points (SCPs), thus activating the number for use. According
to
embodiments of the present disclosure, users may complete such a request
related to
activation of a toll-free number in a single user interaction with the system,
providing
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minimal information. This process may provide a one-click-type functionality,
hereinafter referred to as one-click activate, to activate the number, and
will, in the same
single-step user activation search for the toll-free number based upon user
criteria.
Initiation of the one-click activation may be facilitated by the use of a
widget, as
described herein, such as a widget operating on a client device. In
embodiments, a one-
click activate request may be a request from a user to 1) search for a number,
or multiple
numbers, that fit a provided search criteria, 2) reserve the number(s)
matching the
criteria, and 3) activate the number(s) using a selected customer record
template, as
described herein, and producing a pointer record. The final result of this
request will be a
toll-free number assigned to the user's Resp Org that has a customer pointer
record
assigned to it.
[004471 In embodiments, a user may utilize a new user interface screen,
including but not limited to a customizable dashboard, as described herein,
that may be
accessed from a landing page of the user interface that is associated with the
TFMP. The
new screen may be referred to as the "Search ¨ Reserve ¨ Active," also
referred to herein
as the S-R-A, from the landing page. A user may be required to have the
correct
permissions to be able to perform these actions, such as:
= The user must have Update in NUS_PERMISSIONS
= The user must have Update in PAD PERMISSIONS
[00448] The S-R-A may also provide for predictive analytic services that may
be provided to a user, through the customizable user interface, or dashboard,
to access
third party data services, sponsored data and information derived from toll-
free
telecommunications networks, including but not limited to telecommunications
carriers,
service control points, call centers, or other parties affiliated with a toll-
free
telecommunication network. As elsewhere described, origination data may be
combined
with social media and other public domain third party data, and near real-
time, apply a
valuation model to display a trends and prices on an interactive map via the
TFMP.
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[00449] In embodiments, the S-R-A screen may be a clone of a number search
screen that is associated with the TFMP, and have, but not be limited to, the
following
screen design elements:
= Present an action button called "Activate New Number"
= Provide an action for the user to select a template record to be used for
activation from a drop down list of template records
= Provide an action for the user to specify information necessary to be
supplied in order to active a number, including but not limited to the
following:
o Effective date & time ¨ A future date and time or "now." Now
may indicate that the record should go directly to an activated
state.
o Service order number
o Number of lines to validate
[00450] With reference to Figure 39, a sample UI design 3900 is provided.
The Ul may alternatively or additionally be embodied in a distributed
computing
environment, such as a cloud based computing network. In another embodiment,
the Ul
may be hybrid networks, including usage of a cellular telephone network (and
associated
mobile communication devices, such as smart phones), a distributed, cloud
network and
an enterprise network associated with a carrier or other business organization
(and any
combination or sub-combination of such networks).
[00451] In embodiments, when a user selects the S-R-A function of the landing
page, the system may retrieve a list of customer template records that have
been defined
for a Resp Org. If this Resp Org does not have any customer template records
defined,
the user may receive a message notifying the user of a lack of required
definition, such as
"E205: Search, Reserve, & Activate functionality requires the users Resp Org
to have at
least one customer template record defined. Your Resp Org does not." The user
may
then be returned to the Landing page. If the Resp Org does have customer
template
records defined, the customer template record names may be displayed in a
scrolling list
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on the screen. The user may then select one of the customer template records
for use in
the request.
[00452] In embodiments, a user may select a number search criterion that
provides the ability to specify a specific number, a number with wildcard
selection, or the
NPA, NXX, and line number selections. The user may elect to have a set of
default
information (template, effective date, and service order number and so forth)
associated
with their Resp Org and/or user ID. Rather than select these items, the user
may elect to
use default values that are provided, thus expediting the process even
further. The user
may also elect not to use the default values, and may then supply the values.
The search
process may also include utilizing predictive analytics of the TFMP, as
described herein,
in order to learn more about the history and metadata that is associated with
a number.
Toll-free numbers, including those that are reserved and/or activated using
the one-click
activation may be tagged, using the methods and systems described herein,
according to
criteria of interest to a user. In an example, a user may search for toll-free
numbers based
on a predictive analytic result of toll-free numbers the TFMP has determined
are active in
the New England area. Predictive analytic results may also relate to specific
populations
of interest to a user (e.g., New York residents), behavioral data, or some
other data
parameter.
[00453] In embodiments, a number may then be reserved and/or activated and
tagged by the user as a number that is relevant to the New England
marketplace. Prior to
reserving or activating a number, a user may also check a TFMP registry to
determine if
there is a history of reports of abuse associated with the number, for example
frequent
fraudulent calls (i.e., "spoofing"). The user may tag toll-free numbers in
order to note
this history of abuse, or other factor of interest, for future searches, and
reserved or
activated numbers may be associated with a toll-free service provider
identifier (TSPID).
The TSPID may be an existing TSPID that the user has, or as part of the one-
click to
activate method and system, a new TSPID may be created for the user. The user
may
select a customer template record from a list to be used when creating a
pointer record
used to active toll free number(s). The user may select only one customer
template
record to be used and that template record may be used with every number
requested in
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this particular request. The user may select an effective date and time for
the request.
The user may further specify a future date and time or select "now" for
immediate
processing. Formatting and validation criteria may also be provided. The user
may
complete additional fields as necessary for a pointer record to be created:
= Service Order number
= Number of Lines
[00454] In embodiments, once all the required fields are populated, the user
may select the "Activate New Number" button to start the process. The process
may
include the search of, and reservation for, the toll-free number(s), and the
submission of a
request to create a pointer record for the number(s). Errors encountered along
the way
may result in an error being reported back to the user for that number. In an
example,
requests of more than ten numbers may be processed in the background, from the

perspective of the user. The user's request may be validated and the user
provided a
request ID. Control of the one-click activate function may be given back to
the user with
a notice that they will be informed when the request completes. In another
example,
requests for ten or fewer numbers may be processed in real time and the
results are
returned to the user when the request completes.
[00455] In embodiments, the one-click activate function may perform a search
and reserve function for all the requested numbers in blocks of up to ten
numbers,
depending upon how many numbers are requested. The activation function of the
process
may require a separate system request for each number being activated. The one-
click
activate function may control the processing of the individual requests so
that, from a
user standpoint, it appears as a single user interaction with the system, and
a response
does not go back to the user until the process has been completed. Once the
request has
completed processing, the one-click activate function may display back to the
user in the
search results area of the screen (e.g., ten or fewer numbers) the list of
numbers and
information about them similar to how it is done with the search and reserve
functionality, as described herein. For more than, for example, ten numbers,
the results
may be made available in the communication area off the landing page.
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1004561 In embodiments, a parking lot functionality may allow a user to go
through a similar one-click activate process, but instead of establishing
specific routing
for a number via a customer record template, the user may define the routing
for this
number as "parked." Parked in this context means that the number may have a
default
routing to a pre-defined customer announcement so the number can be activated
without
a final determination of the routing and when called, the user may be
presented with this
announcement stating the service this number provides is not currently
available.
1004571 The following are illustrative clauses demonstrating non-limiting
embodiments of the inventions described herein:
A method comprising:
receiving a one-click activate request from a user, wherein the request
includes at
least a customer record template reference and an indication of when to active
a toll-free
number associated with the request;
searching a responsible organization record to determine the presence of a
defined
customer template record relating to the user request, wherein the responsible

organization is associated with toll-free telecommunications;
retrieving at least one customer template record, wherein the customer
template
record is a defined customer template record for the responsible organization;
and
activating the user request, wherein the activation includes at least one of
activating or reserving the toll-free number.
A user interface, comprising:
a webpage; and
a widget operable to reserve a toll free number embedded within the webpage.
A method to secure user interface, comprising:
lazy loading a widget operable to reserve a toll free number embedded
within a webpage,
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1004581 A representative flow operation showing the current system common
number status transitions for activation of a toll-free service, starting with
a number in
SPARE status 4002, is shown in Figure 40. Transitions that may not be part of
the
typical flow may not be illustrated in Figure 40, including transition from
WORKING
4004 to ASSIGNED 4008 and ASSIGNED 4008 to RESERVED 4010, as well as
transitions to and from UNAVAILABLE status. SUSPEND 4012, DISCONNECT 4014
and TRANSITIONAL 4016 features may be provided. This flow is shown to
facilitate
understanding of system status transitions as may be understood by the
customers.
1004591 A description of possible number status transitions is provided in the

below table. This flow is shown to facilitate understanding of system status
transitions as
is understood by the customers and is not a dictate of limitations thereto.
Transition , Transition
Trigger =
From _________________ To ______
Initial Spare System administrator opens a toll-free NPA-
NXX.
. Creation
Spare E Reserved Successful reservation by toll-free
service provider entity
user or_system administrator user.
Spare I Unavailable System administrator user action.
Reserved Assigned CR provisioned against the number.
Reserved Spare Time since transition from SPARE to RESERVED
has
reached specified limit (Reserved Duration Limit,
currently specified by FCC as 45 days) or user action.
: Reserved Unavailable 1 System administrator user action.
Assigned ____________ Working CR has been sent to SCPs and accepted by at
least one.
Assigned Reserved CR provisioned against the number, but
deleted by toll-
free service provider entity user, and Reserved Duration
Limit timer has not been reached.
Assigned Spare CR provisioned against the number, but
deleted by the
toll-free service provider entity user, and Reserved
Duration Limit timer has expired. Or Assigned Duration !
Limit, currently specified by the FCC as 6 months,
expires.
Working Disconnect CR disconnect has been accepted by all
SCPs and
intercept routing is being provided.
Working ______________ Transitional CR has been deleted from all SCPs (no
intercept routing
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. provisioned). _______________________
Disconnect Transitional End Intercept date has been reached and SCPs
have
deleted CR.


; Disconnect Spare Time since transition from WORKING has reached
specified limit (currently specified by FCC as 4 calendar
months) or toll-free service provider entity user or system
administrator user action.
____________________________________________________________________ =
____________________ ¨ --
Transitional ! Spare Time since transition from WORKING has reached
specified limit (currently specified by FCC as 4 calendar
months) or toll-free service provider entity user or system
administrator user action.
Jransitional Reserved j System administrator user action.
Transitional ! Unavailable j System administrator user action.
¨
Disconnect Suspend "New Connect" CR entered while number is in
___________________________ DISCONNECT status. __
Suspend Working CR to restore service has been sent to SCPs and
accepted ,
by at least one.
Suspend _______ ' Assigned Intercept period ends and "New Connect" CR is
pending.
Suspend Spare Time since transition into SUSPEND has reached
specified limit (currently specified as 8 calendar months)
with no connect CR or CR deleted by the toll-free service
provider entity user or system administrator user. __________________
, Unavailable E Spare System administrator action.
Number Administration: Query, Search, Reserve, and Search & Reserve
Requirements- Minimal Feature Set
Current state
MFS # Function Description
- or New
MFS 1 j Current state Search Available 7 Find available numbers.
Control
1 Numbers search by configurable
parameters.
MFS la New Locking numbers Do not lock numbers during a
after search straight search. Numbers may be
only locked on a reserve.
MFS 2 Current state Reserve Avail 7 ROs reserve available
numbers.
Numbers Reservation limits apply by resp.
org & overall number
administrator rationing and FIFO.
MFS 3 , Current state Search & Reserve Combination of MFS 1 & 2 in
one ;
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_________________________ Available Numbers user action.
MFS 4 Current state Query a Number Return relevant attributes
regarding a number.
1 MFS 4a Current state Number In embodiments, the system may
Reservation Limits maintain limits for the quantity of i
numbers an individual toll-free ,
service provider entity is allowed
to have in RESERVED status.
The current limit specified by the I
FCC tariff is the greater of 7.5%
=
of the toll-free service provider's
working numbers or 2000
numbers, not to exceed 3% of the 1
total quantity of SPARE numbers.
A system administrator may
specify different limits. Defining a
lµlimit should be configurable.
1¨MFS 4b Current state Number Allocation In embodiments, the system may
Limits impose weekly limits for how
many numbers a toll-free service
provider entity can reserve. The -
I available pool of numbers in
SPARE status is divided into a
portion that is allocated to each
toll-free service provider entity
based on market share and a
portion that is allocated equally
among all toll-free service
provider Entities. This function
should be configurable.
L_
Functional Descriptions
Function Function Criteria Response Criteria
Query a Query for a specific number Return information about the
Number number including status of the
number, Date/time of transition
to current status, toll-free service
provider, Reserved Until Date,
Disconnect Until Date, Last
Active Date depending upon
permissions.
Search for Search for completely random Return a number or list of
; a Number number(s) numbers meeting the search
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=
=
criteria (1 ¨ configurable max
number) with status. The number
is not locked until a reserve is
executed.
Search for multiple consecutive
numbers with any criteria as specified
herein
Search for numbers in a specific NPA
800, 888, 877, etc.)
Search using wildcards to represent any
number
(i.e., 800-***-CARS)
Search for numbers with duplicated
numbers in them (i.e., 855-345-&&&&
where & means a duplicate numbers
like 2222 or 5555)
Search for numbers containing a
specific string of numbers at any point
in the number (i.e.***-777-0000)
Search for numbers starting with a
specific string
(i.e., 855-234-****)
Search for numbers ending with a ________________________________ =
specific string
(i.e., 855-***-5555
I¨ _____________________________________________________________ ¨
Search for numbers using alpha
characters as well as numbers (i.e.,
888-234-CARS)
Reserve a Reserve a single number selected from Return updated number status
of ,
Number a search result Reserved and updated toll-free
= service provider assigned if
number still available; else return
notification of number no longer
available.
Reserve multiple numbers selected Return updated number status of
from a search result (1 ______ configurable Reserved and updated toll-free
max number) service provider assigned for all
numbers that may be still
available; else return notification
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of number no longer available
for those that may be not
available.
Search & Search & Reserve completely random Return a number or list of
Reserve a number(s) numbers meeting the search
Number criteria with updated number
status of Reserved and updated
toll-free service provider
assigned.
1". ______ ¨t---
Search for numbers in a specific NPA
(i.e., 800, 888, 877, etc.)
1 Search using vvildcards to
represent ai--Tyl
number
(i.e., 800-***-CARS)
Search & Reserve numbers with
duplicated numbers in them (i.e., 855-
345-&&&& where & means a
duplicate numbers like 2222 or 5555)
Search & Reserve numbers containing
a specific string of numbers at any
point in the number (i.e.***-777-0000)
=
Search & Reserve numbers starting
with a specific string
(i.e., 855-234-****)
Search & Reserve numbers ending with
a specific string
(i.e., 855-***-5555
=
Search & Reserve numbers using alpha
characters as well as numbers (i.e.,
888-234-CARS)
I
[00460] The below delineated example use cases may be generic in showing
the flow for multiple specific cases as defined in the particular example use
case.
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Use Case ID NA-UC-1
Use Case Name Search for a number
Use Case Search for a toll-free number or multiple numbers
with status of
Description SPARE
MFS Reference MFS 1; MFS 1A;
Actor(s) = User (toll-free service provider or disclosed
embodiment
administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions User has found Spare numbers meeting criteria
No change for the searched number status
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user initiates a Search. The user may
specify none,
one, or more of the following Search criteria:
= One or more than one number returned
= Specific starting NPA
= Various combinations of alpha & numbers included
in the number
= Specify numbers using wildcards and duplicate value
indicators
= Request consecutive numbers
Step 2 In embodiments, the system returns a number or list of
numbers with SPARE status
Alternate Flows El: At Step 2, if no values with SPARE status may
be found,
embodiments of the system indicates this to the user
E2: At Step 2, if multiple numbers may be requested and there
may be not enough SPARE numbers to match the quantity
requested by the user, embodiments of the system returns the
quantity that is available
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E3: At Step 2, if the maximum allowed quantity of RESERVED
numbers for the toll-free service provider entity has been
exceeded, embodiments of the system indicates this to the user
when the SPARE number is returned
Use Case ID NA-UC-2
Use Case Name Reserve a number with spare status
Use Case Description Reserve a number or multiple numbers with spare status
based
upon the results of a previously executed Search
MFS Reference WS 2
Actor(s) = User (toll-free service provider or disclosed
embodiment
administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system.
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
= The user has executed a Search that has returned a toll-free
number or list of toll-free numbers in Spare status
Post-Conditions Numbers in RESERVED status.
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user requests Reservation of one or
more of the
numbers returned by the system.
Step 2 For each number requested to be reserved, system
verifies that the number is still available (in Spare status)
for reservation.
Step 3 For each number requested to be reserved, system
verifies that the toll-free service provider entity has not
reached the maximum allowed number of RESERVED
numbers.
Step 4 For each number for which is still available and the
maximum allowed quantity of RESERVED numbers has
not been reached, embodiments of the system places the
requested numbers in RESERVED status, and updates
the count of RESERVED numbers for the toll-free
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=
service provider entity.
Step 5 In embodiments, the system indicates the numbers that
have been reserved for the user.
Alternate Flows El: At Step 2, If a number requested to be
reserved is no longer
available, embodiments of the system can return to the user a
notification that this number is no longer available and continue
with the list of numbers to be reserved.
E2: At Step 3 and 4, if the toll-free service provider entity has
reached the maximum allowed number of RESERVED numbers,
the Reservation attempt fails for that number: an indication of
this error is provided to the user. This applies for each number for
which reservation was requested. At Step 7, embodiments of the
system indicate the numbers that may be reserved and that the
maximum allowed quantity of RESERVED numbers has been
reached.
Use Case ID NA-UC-3
Use Case Name Search And Reserve a number or multiple numbers
Use Case Search for a number or multiple random in SPARE
status using
Description any of the available search criteria and reserve
the numbers in one
operation
MFS Reference MFS 3
Actor(s) = User (toll-free service provider or disclosed
embodiment
administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions Numbers may be in RESERVED status
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step I The user initiates a Search. The user may
specify none,
one, or more of the following Search criteria:
= One or more than one numbers returned
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= Specific starting NPA
= Various combinations of alpha & numbers included
in the number
= Specify numbers using wildcards and duplicate value
indicators
= Request consecutive numbers
Step 2 In embodiments, the system verifies the quantity
requested, the current count of numbers reserved for the
toll-free service provider entity, and the maximum
allowed quantity of RESERVED numbers.
Step 3 In embodiments, the system places a quantity of numbers
in RESERVED status, up to the limit allowed for the toll-
free service provider entity, and updates the count of
RESERVED numbers for the toll-free service provider
entity.
Step 4 In embodiments, the system indicates the numbers that
have been reserved for the user.
Alternate Flows El: At Step 2, if no SPARE values may be found,
embodiments
of the system may indicate this to the user and no further action is
taken.
E2: At Step 2, if the maximum allowed quantity of RESERVED
numbers has been exceeded before reserving any numbers,
embodiments of the system indicates this to the user and no
further action is taken.
E3: At Step 4, if the quantity of numbers reserved in Step 3 is less
than the quantity requested (because the maximum allowed
quantity of RESERVED numbers is reached), embodiments of the
system indicates the numbers that may be reserved and that the
maximum allowed quantity of RESERVED numbers has been
reached.
Use Case ID NA-UC-4
Use Case Name Query for Information about a number
Use Case Description The user queries embodiments of the system for
information
related to a specific number
MFS Reference MFS 4
Actor(s) = User (toll-free service provider or disclosed
embodiment
administrator)
= System (disclosed embodiment)
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Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions No change for the queried numbers
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user requests information about a number.
Step 2 In embodiments, the system returns status and other
information about the number. Information returned
depends on the permissions of the user and the toll-free
service provider entity controlling the number.
Alternate Flows El: At Step 2, embodiments of the system provide an
indication
to the user information cannot be returned for the number.
[00461] Examples: Number Search Using Starting Point
Startingyoint __ Example Starting Point Possible Search Result
NXX NXX=321 NPA-321-XXXX to NPA-999-XXXX,
where NPA is any valid toll-free NPA and
XXXX is 0000 ¨ 9999
XXXX XXXX=1234 NPA-NXX-1234 to NPA-NXX-9999,
where NPA is any valid toll-free NPA and
NXX is any valid NXX in the NPA
NXX and NXX=321 and NPA-321-I234 to NPA-999-9999,
XXXX XXXX=1234 excluding XXXX = 0000-1233,
where NPA is any valid toll-free NPA
Note: NPA-322-0000 is not a valid response
for this search
Nxx_xxxx NXX-XXXX=321-1234 NPA-321-1234 to NPA-999-9999,
where NPA is any valid toll-free NPA
Note: NPA-322-0000 is a valid response for
this search
Example Masks Valid Quantity Quantity of
Example Valid Example Invalid
and Search of Consecutive Numbers
Resuested 1 Search Results Search Results
Results fora Numbers __
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Consecutive-
Number
SearchMask
888-234-567* 2-9 4 888-
234-5673 888-234-5678
888-234-5674 888-234-5679
888-234-5675 888-234-5680
888-234-5676 888-234-5681
888-234-56** 2-99 4 888-
234-5678 888-234-5698
888-234-5679 888-234-5699
888-234-5680 888-234-5700
888-234-5681 888-234-5701
888-234-5&&* 2-9 4 888-
234-5111 888-234-5888
888-234-5112 888-234-5889
888-234-5113 888-234-5890
888-234-5114 888-234-5891
Or
888-234-5885
888-234-5886
888-234-5887
888-234-5888
[00462] Example Number
Search with Mask Characters
Possible
Search
[-Mask Character Usage Example Mask
Results
Wildcard- * Number returned in 888-456-78**
888-456-7800 tol
search results can include 888-456-7899
any digit in the indicated
position
F Repeat Wildcard- Number returned in 800-456-&23& 800-456-0230
& search results includes the 800456-1231
same digit in each of the 800-456-2232
positions indicated 800-456-3233
800-456-4234
800-456-5235
800-456-6236
800-456-7237
800-456-8238
800-456-9239
Number _____________ 0-9 Number returned in ***-87*-**** NPA-870-0000 to
search results includes the NPA-
879-9999
specified digit in the Where NPA is a
position(s) indicated valid
toll-free
NPA
Alpha¨ A-Z Number returned in 866-***-TEAM 866-
NXX-8326
search results includes a where NXX is a
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digit that maps to the valid NXX
letter specified in the
position(s) indicated,
based on the mapping
provided by a standard
telephone keypad
[00463] In addition to the existing number search and reserve functionality
noted above, embodiments of the disclosed architecture may support search and
reserve
features. Description of at least some of these is provided at a relatively
high level
describing the business functionality required as follows:
(00464) Search & Reserve Requirements- New Feature Set
NFS # Function Description
NFS 1 Suggested When a toll-free provider searches for a
specific
Number number and that number is not available, the
Response system should provide the ability to return
suggested alternative numbers to the user. The
alternative numbers would be determined via an
algorithm based upon the number requested. This
same functionality should be able to be expanded
to return suggested alternative when a partial
number search is performed, but there are no
numbers matching the mask entered by the user.
The user should have the ability to turn off this
feature if they do not want suggestions.
Example: The user searches for 888-222-1234 and
it is not available, but 888-777-1234 is, the system
can return this as an alternative.
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= NFS 2 Predictive By performing an analysis of the
toll-free providers
Number Search current number allocation, provide a list of
& Reserve available numbers that that similar
characteristics
to the current allocation. The user should then have
one click reservation ability for this number
Example: The toll-free provider has allocated the
numbers 877-234-3000 thru 877-234-3015 and the
number 877-234-3016 is available, provide this as
an informatory suggestion when going to the
Search function.
NFS 3 User Saved Allow the toll-free provider to create searches
and
Searches with save them for future use. These saved searches
one click could then be executed with a single click or
could
initiation also be setup to be run every time the user logs
into
the system.
NFS 4 Bulk Load Bulk import/export TFN (toll-free numbers) for
Numbers for search and reservation requests performed online
or
Search thru an API. This would allow a user to maintain

list of TFNs they wish to search on a regular basis.
NFS 4A Bulk Number The user will be able to search & reserve more
than
Search & 10 numbers in one request (10 numbers is the
Reserve current system limit). The new limit should be
configurable. Depending upon the size of the
request and time it takes to process, the control of
the system can be returned to the user and a
notification of the completion of the request will be
sent to the user upon request completion.
NFS 5 Scheduled Allow toll-free providers to schedule a specific
Searches search to be performed on a regular basis at a
date/time desired by the user without the user being
logged in. Allow the user to either be notified via
email or text if a number becomes available or
alternatively to set a reserve option on the search
and reserve the number automatically.
NFS 5A One Click Allow a toll-free provider to search for a
number,
Activate reserve that number and activate that number by
assigning it a default customer record with a single
user transaction.
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Number Administration: Additional User Functions
Requirements- Minimal Feature Set
MFS # Function Description
MFS 5 Update user Update contact information for end user of
number
information ! or comments.
MFS 5a Update number Update any of the information associated with
the
information number that is reserved.
MFS 5b Find toll-free Have their ability for a toll-free service
provider to
service provider determine their numbers and status information
numbers & status utilizing a "toll-free Service provider
dashboard of
information numbers"
MFS 6 ; Toll-free service Toll-free service provider releases numbers,
return
! provider release to spare.
! numbers
. .
MFS 7 Toll-free service Transferring a number or multiple numbers
from
provider number one toll-free service provider to another.
transfer
Functional Descriptions
Function Function Criteria Response Criteria
Update Update Information such Acknowledge changes were made
and
Numbers as dates, contact info, display updated information.
etc. for number(s)
MFS 5 & 5a associated with a toll-
free service provider.
Toll-free Toll-free service Acknowledge changes were made and
service provider releases display updated information.
provider release numbers, returning them
numbers to spare status
MFS 6
Toll-free Transferring a number or Acknowledge changes were made
and
service I multiple numbers from display updated information.
provider one toll-free service
number transfer provider to another.
MFS 7
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Find toll-free Have their ability for a .. Provide a toll-free service
provider a
service toll-free service provider method of displaying current up
to date
provider to display their numbers information about the numbers they
numbers & and status information control. The information should be
current
status utilizing a "toll-free with minimal latency.
information service provider
dashboard of numbers"
MFS 5b
1004651 As an example use case, to update Information such as dates, contact
info, etc. for number(s) associated with a toll-free service provider may be
provided as
follows:
Use Case ID NA-UC-4
Use Case Name Change Reserve-Until Date/Disconnect Until Date for a
Number
Use Case User requests that embodiments of the system change the
date
Description associated with an expected change of status of a number.
MFS Reference MFS 5a
Actor(s) = User (toll-five service provider or disclosed embodiment

administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions The specified date is changed
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user requests one of the following date
changes:
1. Reserve-Until Date (for a RESERVED number)
2. Disconnect Until Date (for a Disconnected number)
Step 2 In embodiments, the system verifies the identity and
permissions of the user and that the specified number has
the expected status.
Step 3 In embodiments, the system verifies that the specified
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date is earlier than the existing date.
Step 4 In embodiments, the system changes the date when the
number can change to its next status (in the absence of
other user activity).
Alternate Flows El: At Step 2, embodiments of the system notify the user
if the
user does not have permission for the change or if the number is
not in the expected status.
E2: At Step 3, if the specified date is beyond the current value, an
indication is provided to the user.
Use Case ID NA-UC-6
Use Case Name Change the Status of One or More Numbers
Use Case Description The user requests that embodiments of the system change
the
status of one or more numbers to another allowed status
MFS Reference MFS 5a; MFS 6
Actor(s) = User (toll-free service provider or disclosed embodiment

administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions The specified numbers may be SPARE and may be reserved by
any toll-free service provider.
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user requests that the status of one or more
numbers
currently at one status be changed to another allowed
status.
Step 2 In embodiments, the system verifies the identity and
permissions of the user
Step 3 In embodiments, the system changes the status of the
numbers to the status.
Alternate Flows El: At Step 2, embodiments of the system notify the user
if any
of the specified numbers cannot change from the current status to
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a status.
[00466] Change the toll-free service provider information for one or more
numbers
Use Case ID NA-UC-7
Use Case Name Change the toll-free service provider information for one
or more
numbers
Use Case Description User requests that embodiments of the system change the
toll-free
service provider Unit associated with a number or numbers in
RESERVED, WORKING, DISCONNECTED, or
TRANSITIONAL status
MFS Reference MFS 7
Actor(s) = User (toll-free service provider or disclosed embodiment

administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user and of the toll-free service
provider as a whole
Post-Conditions The specified toll-free service provider unit is changed
for all
information associated with the number(s).
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user requests that the toll-free service
provider Unit ¨
associated with a number or list of numbers that is
currently controlled by a particular toll-free service
provider Unit be changed to a value.
Step 2 In embodiments, the system verifies the identity and
permissions of the user.
Step 3 In embodiments, the system changes the toll-free service
provider Unit associated with the number(s).
Alternate Flows El: At Step 2, embodiments of the system notifies the user
if any
specified numbers may be not associated with the specified toll-
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free service provider unit.
E2: At Step 2, embodiments of the system notifies the user if the
specified toll-free service provider unit is not valid.
E3: At Step 2, embodiments of the system notifies the user if not
permitted to request this change.
[00467] Number Administration: Additional User New Features
[00468] Additional features in the embodiments of the disclosed architecture
may be supported such as:
rAdditional User New Features Reqnirements- New Feature Set
NFS # Function Description
NFS 6 Spare Number This feature would allow for a toll-
free Provider to
Availability submit requests to be notified if a
specific toll-free
Notification number became available to be reserved.
The
notification could be via an email notification,
pop-up when they log in, or text notification.
This could be a value added service with an
additional charge, which would have tariff
implications or just a service provided to all users.
[00469] There may be a number of tasks where a system administrator enters
values for configuration parameters that control an aspect of system
functionality. A pre-
condition is that the user is a system administrator with permissions to
perform the
specific administrative task.
[00470] For each administrative use case, the following sequence of steps
applies:
a. Step 1: The user enters values
b. Step 2: In embodiments, the system verifies the user input
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c. Step 3: In embodiments, the system accepts the parameter values
and notifies the user of success
[00471] If the user input is not valid or some other
condition prevents
successful completion of the use case, embodiments of the system can inform
the user of
an error.
Requirements- Minimal Feature Set
Current state !
MFS # I Function Description
or New
MFS 9 Current state NPA & Open & Close NPA's and NPANXXs
NPANXX Mgmt. (SMS Admin only). The pool of toll-free !
numbers is controlled by opening and
closing toll-free NPAs and NPA-NXXs as !
directed by the FCC. An NPA becomes =
Open when the numbers in the first NXX
within the NPA become available. An
NPA becomes Closed when all the NXXs
within the NPA may be Closed.
MFS Current State Reservation and Set mandated Reservation and
Allocation !
: Allocation limits limits. In embodiments, the system can ,
impose weekly limits for how many
numbers a toll-free service provider entity ,
can reserve. The available pool of
numbers in SPARE status is divided into
a portion that is allocated to each toll-free
service provider entity based on market
share and a portion that is allocated
equally among all toll-free service
provider entities. =
(SMS Admin may be only allowed to set i
limits)
I Functional Descriptions
Function Function Criteria Response Criteria
NPA/NNX Open & Close Return information about the number
including
i Management NPA's and status of the number, date/time of
transition to
NPANXXs current status, toll-free service
provider, Reserved
MFS9
Until Date, Disconnect Until Date, Last Active
Date depending upon permissions.
Reservation and Set Tariff Return a number or list of numbers meeting
the
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, Allocation mandated search criteria (1 ¨ configurable max number)
I limits Reservation and with status.
MFS 10 Allocation limits
[00472] An example use case to open a Toll-Free NPA and NXXs is as
follows:
Use Case ID NA-UC-8
Use Case Name Open a Toll-Free NPA and NXXs
Use Case Description Administrator opens a toll-free NPA and schedules opening
of
one or more of the included NXXs.
MFS Reference MFS 9
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user
Post-Conditions A toll-free NPA is added to the system. Numbers within the
NXXs may be added with an initial status of SPARE.
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 The user enters the three digit toll-free NPA to be
opened.
Step 2 In embodiments, the system verifies that the NPA is a
valid format and is not currently open.
Step 3 In embodiments, the system facilitates the user to enter a
date and time to schedule availability for each of the
NXXs within the NPA that may be to be available for
Search/Reserve. (Allocation controls can be specified for
an NPA).
Step 4 At the indicated date and time, embodiments of the
system add the numbers in the NXXs within the NPA
with an initial status of SPARE and, for the first NXX
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that is made available in the NPA, marks the NPA as
Open.
Alternate Flows El: At Step 2, embodiments of the system notify
the user if the
operation cannot complete due to system conditions or invalid
inputs.
E2: At Step 2, embodiments of the system notify the user if the
user does not have permission to execute the operation.
E3: At Step 3, prior to reaching the specified date and time for
opening of an NPA-NXX, the user can revise the date and time.
[00473] An example use case to Specify Number Reservation Limits is as
follows:
Use Case ID NA-UC-9
Use Case Name Specify Number Reservation Limits
Use Case Description In embodiments, the system administrator enters values to

specify limits for percent of numbers in working status, count of
numbers in RESERVED status, and percent of quantity of
SPARE numbers that a toll-free service provider entity is allowed
to have in RESERVED status.
MFS Reference NIFS 10
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category NA ¨ Number Administration
Pre-Conditions = The user has logged into the system
= In embodiments, the system has verified identity and
permissions of the specific user
Post-Conditions The limits for percent of working numbers, count
of working
numbers, and percent of quantity of SPARE numbers that a toll-
free service provider entity is allowed to have in RESERVED
status may be set.
Assumptions None identified
Interface None identified
Considerations
Primary Flow Step 1 In embodiments, the system administrator
enters values
for the limits for percent of working numbers, count of
reserved numbers, and percent of quantity of SPARE
numbers that a toll-free service provider is allowed to ,
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have in RESERVED status.
Step 2 In embodiments, the system verifies that the user input
and sets reservation limits.
Step 3 In embodiments, the system notifies the user that the
operation has completed.
Alternate Flows El: At Step 2, embodiments of the system notify the user
if the
operation cannot complete due to system conditions or invalid
inputs.
[00474] There may be additional features the embodiments of the disclosed
architecture
may include those that follow:
Additional User New Features Requirements-New Feature Set
NFS # Function Description
NFS 7 Enhanced Number Allow administrators to configure most of the
Administration settings within the system without development
Configurability changes. For example, the system may have a
limit of 10 TFNs returned from a search, which
can be raised, but be configurable.
[00475] The Customer Record Administration (CRA) functions may be those
concerned with the input, validation, processing, and management of the toll-
free
Customer Records (CRs). These may also include the processes by which
embodiments
of the system can upload relevant customer record data to the SCP toll-free
databases in
the public network, to enable their processing of SS7 toll-free database
queries. Multi-
number and mass change capabilities impacting CRs may also be included in CRA
functionality.
[00476] The system's CRA functions support interactions with external users
or systems at the toll-free service provider to create and update the customer
records.
Additional interactions may be supported with telecommunications carriers, to
approve
and/or be notified of CR updates that impact toll-free calling traffic in
their respective
networks, i.e., Carrier Notification and Approval (CNA) functions. Further
interactions
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may be supported with respect to the Local-Exchange Carriers (LECs), including

Incumbent Local-Exchange Carriers (ILECs), Competing Local-Exchange Carriers
(CLECs), other IntraLATA carriers, and CCS network operators whose networks
may be
involved in terminating the toll-free calls to the toll-free subscriber lines,
and whose
reference data, and others can be used to validate certain call routing
instructions in the
CRs. These latter capabilities may be referred to as IntraLATA Carrier
Management
(ICM) functions.
[00477] After a toll-free number (TFN) is reserved by a toll-free service
provider's toll-free service provider, it should be assigned to a customer,
and Customer
Records (CRs) for that TFN may be created in the disclosed embodiment,
ultimately
resulting in their downloading to Service Control Points (SCPs) and the
activation of
service for the toll-free subscriber (the customer) in the public network.
[00478] A CR contains both customer administrative data and call routing
information for a customer's toll-free service. In particular, it defines
important aspects of
the service, including the originating Area of Service (AOS) - the geographic
area from
which calls to the toll-free number can be allowed, and the rules for
translation of the
toll-free number to call routing instructions. The call routing instructions
may include
Destination Telephone Number(s) to which the toll-free calls may be routed,
the Carrier
Identification Code (CICs) of telecommunications carriers whose networks may
be used
for IntraLATA and InterLATA calls, and call announcement treatment
instructions for
those cases in which the toll-free calls should not be routed further.
[00479] Each TFN may have several CRs associated with it, each containing
the toll-free service information to take effect at a given date and time
(i.e., the Effective
Date and Time of the CR). Once established, service for a customer may be
modified or
disconnected via subsequent future-dated CRs. Future pending CRs then replace
the
active CR when their effective dates and times may be reached.
[00480] At the effective date and time, a subset of the active CR's data
applicable to toll-free database query processing is then downloaded to the
applicable
SCPs in the public network, replacing (overwriting) any previous SCP customer
record in
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effect for that TFN. Only one CR may be the active CR in embodiments of the
system
reflecting the current toll-free service for a given TFN.
[00481] Customer Records can be considered either one of two types:
= a. Regular Customer Records: Define the call routing for a toll-free
number and define the final toll-free-to-TN destination number
translations and what carrier can carry the call. These may be
simple or complex.
b. Turnaround Records: The originating toll-free calls may be routed
only via the TFNs and CICs. The routing is deferred to the
interexchange carrier networks, which may be responsible for the
final toll-free-to-TN destination number translations. The term
"turnaround routing" refers to the CR's instruction to the SCP to
"turn around" the TFN received in the SS7 query message as the
routing number (Destination Telephone Number) in the SCP
response, and the call is then routed onward to a carrier network
based on the TFN and obtained CIC. It is then the responsibility of
the carrier network to provide the final translation to the POTS
Destination Telephone Number for final call routing. A TR can
therefore contain only the TFN as a DTN or intercept treatment in
its call routing instructions, and always without final routing to
POTS destination numbers.
[00482J The disclosed embodiment administers 3 types of CRs:
a. Customer Records: each pertaining to a single TFN and containing
all of its service parameters;
b. Pointer Records: each pertaining to a single TFN but pointing to a
"reusable" "template record," for much of its more complex
service data, which it may share with other TFNs, and
c. Template records: a record with service information that can be
referenced (shared) by multiple Customer Records and referenced
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via Pointer Records (TFNs). Template records are valuable as a
single complex record can be created and then referenced by
multiple Pointer records. This saves space in the SCPs
[00483] Each type of CR may have a required common administrative data
portion, and more complex, optionally populated Call Processing Record (CPR)
data
portions for more complex routing scenarios. The CPR portion facilitates a
tree structure
for the specification of variable (branching) call routing logic based on
various decision
criteria (decision nodes) and the resulting translations to destination
numbers and carriers
or announcement treatments (action nodes). CPRs may be used within Regular CRs
and
Template Records.
[00484] Creation/Updating of Customer Records to Reflect Call Routing
Requirements- Minimal Feature Set
1 Current state
MFS # Function Description
! or New
MFS Current state Customer Record ! There may be a number of Call
Routing
11 ¨ Routing options in the current system. These can
1 options be needed and possibly options moving 1
forward.
MFS Current state CRUD (Create 1 Includes user input, modification,
query,
12 Read Update view, disconnect, copy, transfer, list,
and
=
Delete) Customer I status retrieval, includes scheduling in
____________________ Records future.
MFS Current state Validate CRs ! Validate Customer Records against
13 reference data, syntax, and routing
__________________________________ , correctness
MFS ; Current state CR Templates i CRUD (Create Read Update Delete).
I 14 ______
MFS ; Current state Customer Record View all associated CRs with a TFN.
View

Drill down into details for CRs
I MFS Current state Pointer-Records ! CRUD (Create Read Update Delete).
16 _______________________________ Pointer Records may be tied to TFNs.
MFS New Copy Create an easy way for toll-free service
17 CR/Template providers to create records based on
(clone & modify) existing records
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[00485] In embodiments, the platform may include a customer record template
builder. The process and tools currently available for building a complex
customer
record may be single threaded and cumbersome. In addition, a tool may be
required that
works intelligently with the user to interpret natural language input to
produce a complex
customer record while using existing user records and usage data to
prepopulate
information for the user. This tool may be intuitive such that a first time
user could build
a complex record without hours of training.
[00486] The Customer Record Template Builder (CRTB) can allow toll-free
providers to easily build a complex customer record template using a simple UI
that can
then let that record be designated at the default customer record. A toll-free
provider can
build multiple complex customer record templates for their use and to define a
record as
the default customer record, allowing the user to select the default with a
single click,
thus significantly reducing their work effort.
[00487] The CRTB can lead the user thru both the initial customer data
population (known as the CAD portion) but also the call routing logic (known
as the CPR
portion) utilizing a simple UI using a decision tree logic structure with
defined data
nodes. Based upon the decisions at those nodes the UI can drive down a branch
to a new
decision node ultimately driving the customer record decision logic to the
lowest level.
[00488] A decision tree can represent a series of decision points. Each
decision point is called a node and off each node is one of more branches. The
point at
which there may be no more decisions to be made is called a leaf and is used
as 'the "end
point" of a branching structure. See Figure 3 for a generic visualization of
this structure.
[00489] The CAD portion of the CRTB can logically lead the user to populate
the example following pieces of information:
a. Administrative data about the toll-free customer
b. Toll-free number
c. Effective date and time
d. Control toll-free provider identifier
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e. End customer name
f. End customer address
g. Area Of Service (AOS),
h. List of destination telephone number(s)
1004901 Carrier Identification Codes (CICs) for IntraLATA and InterLATA
traffic
[00491] The complex customer record (CPR) decision nodes supported by the
may be as follows:
a. Originating State
b. Originating NPA
c. Originating LATA
d. Originating POTS NXX
e. Originating POTS NPANXX
f Originating POTS number
g. Specific date
h. Day(s) of the week
i. Time-of-day range
j. Percent load share, which may be used to automatically direct
different percentages of processed queries (calls) to different
branches below the node.
100492] The "leaves" supported by the data model at the ends of a given
branch may include:
a. Destination Telephone Number;
b. Carrier; and
c. Announcement Treatment.
[00493] A simple example of Customer Record routing would be as in Figure
4.
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[00494] In this relatively simple example, starting from the left-most
branched
path, the 3 decision paths corresponding to the decision trees branched paths
can be
represented as:
a. Area Code = 732, NXX= {699,494} , Carrier=ATX-0288,
Te1#=800-234-5678
b. Area Code = 732, NX_X=Other, Carrier-MCI-0222, Tel#=800-
234-5678
c. Area Code = Other, NXX=<null>, Carrier¨MCI-0222, Tel#=800-
234-5678.
[00495] The CRTB toll can be built in such a manner to allow a customer
works his/her way down the decision tree and anticipate / pre-populate
information based
upon the information already provided in this build or also information
provided in
previous customer record entries. Once a default customer record template is
built, the
system can build the capability to invoke this template when creating a
customer record
for a new number, thus reducing the time and effort for a customer record to
be built.
[00496] The CPR portion of the CR may provide a mechanism for users to
specify branching call routing and call treatment logic involving multiple
destination
numbers and multiple carriers based on one or more decision criteria. The
decision
criteria include aspects of the toll-free call, such as its originating
geographic area (the
originating state, CCS network, NPA, LATA, NPANXX etc.) to be mapped by the
SCP,
based on the calling party number and other attributes of the query), and the
date, time-
of-day and day-of week of the query, among other variables.
100497] The CPR is linked to the CAD portion of a regular customer record by
the referenced TFN and the Effective Date and Time. The CPR portion is also
used in
Template Records. When used in a Template record, the CPR portion is linked to
the
Template Record by the referenced Template Name and Effective Date and Time in
the
equivalent TAD portion of the Template Record.
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1004981 The logical branch points of the CPR decision tree may be specified
within one or more "decision nodes" along each traversable branched path. The
resulting
call processing actions, including the translation of the toll-free number to
specific
destination numbers, call routing via specific carriers, or the announcement
treatment for
non-routed calls may be specified in "action nodes" at the ends of each path.
Each path
logically begins at the dialed toll-free number being translated, progresses
through one or
more decision nodes that define the call criteria, and ends at one or more
action nodes.
Each possible path through the decision tree from root to the end of each
branched path
may be conceived of as a "row" in a logical data table or matrix. Each row may
contain
numerous decision nodes defining the set of criteria to be matched by the call
attributes
for a call routing case (path) and may end with one or two action nodes.
[00499] The CPR decision nodes supported by the data model according to one
embodiment can include one or more of the following:
a. Originating State (STATE)
b. Originating NPA (AREA CODE)
c. Originating LATA (LATA)
d. Originating POTS NXX (NXX)
e. Originating POTS NPANXX (6-DIGIT#)
f. Originating POTS number (10-DIGIT#)
g. Specific date (DATE)
h. Day(s) of the week (DAY)
i. Time-of-day range (TIMES)
j. Binary Switch (SWITCH) - an on-or-off binary switch, which may
be used to manually redirect call processing onto an alternate
branched path.
k. Percent load share (PERCENT), which may be used to
automatically direct different percentages of processed queries
(calls) to different branches of the node.
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[00500] The action nodes supported by the data model according to one
embodiment at the ends of a given branch can include:
a. Destination Telephone Number (TEL#)
b. Carrier (CARRIER)
c. Announcement Treatment (ANNOUNCE)
d. Go-To (GOTO) a pointer to another decision tree (CPR
subsection) within the CPR, which defines further (refining)
decision criteria.
[00501f Logically, decision nodes can have more than one argument for their
included decision criteria (e.g., a list of more than one originating NPA, or
more than 1
day of the week), and there may be multiple decision nodes used in combination
to define
each branched path (row). Each action node may have, at most, one outcome in
the call
routing logic. Null (empty) values for a decision node within a row convey its
decision
criteria is not to be part of the matched criteria defining the decision case
for that row
(i.e., that any value for that call parameter can suffice). A conceptual view
of a CPR
routing tree example is illustrated in Figure 3.
[00502] Sample of Main Flow Customer Record Use Cases
[00503] This section has a sample of some of the many use cases that may be
covered in this functionality. It does not represent every possible use case
and should be
a base for determining CRA functionality.
[00504] An example use case for Create a New CR for a Reserved toll-free
number (New Service Connect) is as follows:
Use Case ID CR-UC- I
Use Case Name Create a New CR for a Reserved toll-free number (New
Service
Connect)
Use Case The user creates a regular or pointer customer record in
Description embodiments of the system to activate service for a given
RESERVED toll-free number, either immediately, or at a future
effective date and time. The user may create a regular customer .
--
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= SMS8-0006-U01
record or a pointer record referencing an existing template record.
MFS Reference MFS 11; MFS 12
Actor(s) = User (toll-free service provider or
administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the
identity and
Pre-Conditions permissions of the User or has established the
necessary API
interface connectivity.
= The toll-free number is in the RESERVED state and is
reserved by the requesting toll-free service provider unit.
= No CRs for the TFN yet exist.
= If a pointer record is being defined, it may point to an existing
active template record.
Post-Conditions A CR for the toll-free number with a future or
current effective
date and time is created and stored in embodiments of the system
with PENDING status for future or immediate activation in the
network. (Its subsequent state in embodiments of the system can
depend upon whether its final validation and carrier approval
processing has completed successfully.) The number status is
changed to "ASSIGNED" when the first valid CR for the TFN is
successfully created.
Interface = Human User Interface
Considerations
= API interface (REQ/RSP-CRA or REQ/RSP-CRC)
Primary Flow 1. The user enters the toll-free number, a
requested future
effective date and time (or NOW for an immediate activation),
all mandatory parameters, and any optional parameters for the
CR's CAD portion (Regular CR) or PAD portion (Pointer
Record).
2. For regular CRs, the user may also populate a LAD portion of
the CR specifying TFN-specific labels for use in CPR decision
and action nodes.
3. For regular CRs, the user optionally populates a CPR portion
to specify any complex call routing logic, including any LAD
labels defined in the LAD portion for decision and action
nodes.
4. The user submits the completed CR, including all of its
applicable component data portions to embodiments of the
system for validation and processing.
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5. In embodiments, the system validates the CR is correct and
complete, per CR data requirements and per CR validations,
and posts the validated CR to the TFMP database with an
initial status of PENDING.
Alternate Flows El: In Step 1, the TFN was not valid or reserved by the
user's
toll-free service provider, creation of the CR is not allowed, and
an error indication is returned to the user.
E2: In Step 1, a CR with the TFN and same effective date and
time already exists, so creation of a CR with the same key data is
not allowed, and an error indication is returned to the user.
E3: In Step 4, the CR data in the CAD (or PAD), LAD, or CPR
portions may be invalid, missing, inconsistent, or incomplete,
embodiments of the system rejects the CR as invalid. The CR
enters the INVALID state and is stored in the database. It may be
corrected (modified) and resubmitted in a separate update request.
In all cases, further processing is stopped.
[005051 An example use case for Query/Retrieve/View an Existing CR is as
follows:
Use Case ID CR4JC-2
Use Case Name Query/Retrieve/View an Existing CR
Use Case The user retrieves an existing CR (regular CR or pointer
record)
Description for a given TFN and Effective Date and Time for the
purpose of
viewing/reading its content.
MFS Reference MFS 15
Actor(s) = User (toll-free service provider, Customer, Agent,
Carrier, or
administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the identity and
Pre-Conditions permissions of the user or has established the necessary
API
interface connectivity.
= The CR may exist in the database.
= The user may be from the CR's Control toll-free service
provider entity, TFMP administration, or an involved routing
carrier on the CR, or the CR's customer (or their agent) with
online access.
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Post-Conditions The retrieved CR is unchanged. Its contents may be
displayed or
returned to the user or external user system, subject to CR access
restrictions, with only the authorized information provided or
displayed.
Interface = Human User Interface
Considerations
. API interface (REQ/RSP-CRV)
Primary Flow 1. The user specifies or selects the toll-free number,
and the
specific Effective Date and Time of the CR to be retrieved.
2. In embodiments, the system retrieves the indicated customer
record, facilitates the user to view appropriate data (HUT case),
or sends the appropriate data to the requesting external user
system (API case).
(The Control toll-free service provider, customer, agent, and
TFMP administration can retrieve/view all fields. Involved
carriers and their associated toll-free service providers may
view only those portions of the record relevant to their role,
including their own CICs and the Destination Telephone
Numbers to which the TFN routes via their CICs. Non-
involved toll-free service providers can view only the TFN,
Effective Date/Time, Control toll-free service provider, CR
Status, and Approval Status.) Refer to functional requirements
concerning returned information and restrictions for this use
case.
Alternate Flows El: In Step 1, no CR with the TFN and effective date and
time
exists, so the record cannot be retrieved. A record not found
indication or error is returned to the user.
E2: In Step 2, a requesting user is not from one of the specified
types of entities that may be allowed to access CRs for the TFN,
and therefore is denied access to the record. An error notification
to this effect should be returned.
In either case, further processing is stopped.
1005061 An example use case to Create a New CR (Update Active or Pending
toll-free service) is as follows:
Use Case ID CR-UC-3
Use Case Name Create a New CR (Update Active or Pending Toll-Free
Service)
Use Case The user creates a CR for a TFN (regular CR or PR) for
which an
Description ACTIVE record and/or other future PENDING records for
that
TFN already exist in the database. The CR can replace or become
the active record at the future effective date and time.
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Relative to any earlier-effective record or the active record for the
TFN, the differences in the CR's parameters may include, in
Regular CRs, for example (but may be not limited to):
1. The addition of Destination Numbers and their related
destination parameters.
2. Expanding or changing the Area of Service (AOS)
3. Changing other administrative parameters on the CR.
4. Adding a LAD portion, or adding or removing labels and
argument lists from/to the LAD.
5. Adding or removing a CPR portion or a CPR section.
6. Changing the call routing (decision nodes, DNs, carriers, or
announcement treatments in any of the CPR table rows
= defining the CPR tree).
MFS Reference MFS 11; MFS 12
Actor(s) = User (toll-free service provider or administrator)
= System (disclosed embodiment)
Functional Category CR¨ Customer Record Administration
Assumptions and = In embodiments, the system verifies the identity and
Pre-Conditions permissions of the user or has established the necessary
API
interface connectivity.
= An ACTIVE CR or one or more PENDING CRs already exist
in the database for the TFN.
= No other PENDING CRs exist for that TFN with the same
effective date and time.
= The user may be from the TFN's Control toll-free service
provider entity or the administration, or may otherwise have
update permission for the control toll-free service provider's
CRs.
Post-Conditions A CR for the TFN and with the effective date and time and
with
the updated CR data attributes can be created with an initial status
of PENDING. (Its subsequent state in embodiments of the system
and in the network can depend upon whether its validation and
carrier approval processing has proceeded.)
Interface = Human User Interface
Considerations
= API interface (REQ/RSP-CRA or REQ/RSP-CRC)
Primary Flow 1. The user specifies the TFN, the requested effective
date and
time (NOW for immediate updates and a future effective date
and time for future updates), all mandatory parameters, and
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any optional parameters for the CR's CAD or PAD portion.
2. For a regular CR, the user optionally populates a LAD portion
of the CR specifying TFN-specific labels for use in CPR
decision nodes.
3. For regular CRs, the user optionally populates a CPR portion
to specify any complex call routing logic, including any LAD
labels for decision and action nodes.
4. The user submits the completed CR, including all of its
component portions to embodiments of the system for
validation and processing.
5. In embodiments, the system validates the CR is correct and
complete, per CR data requirements and per CR validations,
and posts the validated CR to the database with an initial
status of PENDING (future) or SENDING (immediate).
Alternate Flows El: In Step 1, the user does not have update
permission for the
TFN. Creation of the CR is not allowed, and an error indication
returned to the user.
E2: In Step 1, a CR with the TFN and same effective date and
time already exists, so creation of a CR with the same key data is
not allowed, and an error indication is returned to the user.
E3: In Step 5, the CR data in the CAD (or PAD), LAD, or CPR
portions may be invalid, missing, inconsistent or incomplete, and
in embodiments, the system rejects the CR as invalid and returns
an error response to the user. The CR enters the INVALID state
and may be corrected (modified) and resubmitted as a subsequent
update.
In all cases, further processing is stropped.
[00507] An example use case to Delete an Existing (Future) CR is as follows:
Use Case CR-UC-4
Use Case Name Delete an Existing (Future) CR
Use Case The user deletes an existing CR (Regular CR or PR)
with a given
' Description _________ TFN and future Effective Date and Time.
MFS Reference MFS 12 __
Actor(s) = User (toll-free service provider or administrator)
=
. System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system verifies the identity
and
Pre-Conditions permissions of the user or has established the
necessary API
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interface connectivity.
= The CR may exist in the database.
= The CR's current status may be one of PENDING, INVALID,
MY CHECK, or HOLD so that its effective date and time is in
the future. (The ACTIVE record may not be deleted.).
= The user may be from the TFN's Control toll-free service
provider entity or the administration, or may otherwise have
update permission for the control toll-free service provider's
CRs.
Post-Conditions The existing record is deleted from the database.
Interface = Human User Interface
, Considerations
= API interface (REQ/RSP-CRA or REQ/RSP-CRC)
Primary Flow I. The user specifies or selects the toll-free number,
and the
specific effective date and time of the CR to be deleted.
2. In embodiments, the system deletes the future CR and returns
a confirmation of the action to the user. _________________________
Alternate Flows El: In Step 1, no CR with the TFN and Effective Date and
Time
exists, so the record cannot be deleted. A record not found
indication or error is returned to the user.
2: In Step 1, if the user specifies a CR with a past effective date
and time (ACTIVE, FAILED, OLD, SENDING, or HOLD), the
deletion action may not be permitted and an error indication may
be returned. Only the system's database purge process may be
permitted to delete CRs with past EDTs.
E3: In Step 1, the requesting user is not from the Control toll-free
service provider entity or Administration, or does not otherwise
have update permission for the CR, so the user is not authorized to
delete the record.
In all error cases, an appropriate error indication is returned on the
requesting interface and further processing is stopped. __________ =
1005081 An example use case for Query/View the List of CRs for a given TFN
is as follows:
, Use Case ID CR-UC-5
Use Case Name Query/View the List of CRs for a Given TFN
Use Case The user selects or specifies a TFN and retrieves a list
of all CRs
Description (regular or PRs) that exist in the database for that TFN
(aka CR .. ;
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Status Query).
MFS Reference MFS 15
Actor(s) = User (toll-free service provider or
administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and In embodiments, the system verifies the identity
and permissions
Pre-Conditions of the user or has established the necessary API
interface
connectivity.
Post-Conditions A list of CRs for the specified TFN is returned to
the user, with
their effective dates and times and CR status values. No
information is changed in the system.
Interface = Human User Interface
Considerations
= API Interface (REQ/RSP-CRQ)
Primary Flow 1. The user specifies or selects the toll-free
number for the CR
list to be retrieved and submits the request to the system.
2. In embodiments, the system retrieves the information,
generates the CR list, and presents it to the user. The response
may include:
- the retrieved TFN
- the Control toll-free service provider for the TFN
- the CR list
Within the CR list, individual CRs may be sorted in ascending
order by effective date, i.e., with the oldest record at the top
and later effective-dated/timed records. The list may include
for each CR:
a. The Effective Date and Time
b. The CR Order Type
c. The CR Status
d. The CR Carrier-Approval Status
e. Indicators conveying the presence of CR component
data portions (CAD or PAD, CPR, and LAD)
f. A link or other mechanism by which the user may
select the individual CR for retrieval and/or subsequent
actions. (HUT case only)
Additional requirements concerning the CR list response may
be specified in the functional requirements.
Alternate Flows El: At Step 1, no CRs exist in the database for the
specified TFN.
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E2: At Step 1, embodiments of the system determine the user is
not authorized to access the CR list for the TFN.
In either case an appropriate not-found or error indication is
returned on the user interface and processing is stopped.
[00509] An example use case for Disconnect Toll-Free Service is as follows:
Use Case ID CR-UC-6
Use Case Name Disconnect Toll-Free Service
Use Case The user establishes a future or immediate
disconnect date for a
Description currently working TFN by populating the following
Disconnect-
related parameters in a PENDING disconnect CR with a future
effective date and time:
= Disconnect Referral Option
= End-Intercept Date
(This may be regarded as a special case of CR-UC-3. Create a
New (Future) CR (Update Toll-Free Service), in which a CR for a
working or assigned number can be created to populate the
disconnect-related parameters and becomes a "Disconnect
record.")
MFS Reference MFS 11; MFS 12
Actor(s) = User (toll-free service provider or
administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the
identity and
Pre-Conditions permissions of the user or has established the
necessary API
interface connectivity.
= The current Number Status is WORKING or ASSIGNED, and
there is either an ACTIVE CR or one or more future
PENDING CRs for the TFN in the database.
= The user may be from the TFN's Control toll-free service
provider entity or the administration, or may otherwise have
update permission for the control toll-free service provider's
CRs.
= In the ACTIVE CR or latest future CR, none of the
disconnect-related parameters may be yet populated.
Post-Conditions A CR for the TFN, and with the effective date and
time and with
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populated disconnect-related CR parameters can be created in
embodiments of the system with an initial status of PENDING.
(At the effective date and time, the CR status can become
DISCONNECT. At the End Intercept Date it can be deleted from
the SCPs and transition to CR status OLD in the system.)
Interface = Human User Interface
Considerations
= API interface (REQ/RSP-CRA or REQ/RSP-CRC)
Primary Flow 1. The user specifies or selects the TFN to be disconnected
and
the latest effective dated CR.
2. In embodiments, the system retrieves the CR and presents the
CR view to the user. (HUI case only)
3. The user populates the effective date and time (either "now" or
in the future) and the following disconnect-related parameters
in the CR (assumed to be previously null or blank per pre-
condition):
= Disconnect Referral Option is changed from blank
(null/empty) to "Yes (with referral)" or "No (without
referral)"
= The End-Intercept Date is populated and is greater than or
equal to the effective date and time (when the End-
Intercept Date is equal to the Effective Date the CR can be
treated as an immediate disconnect without an intercept
period.)
4. The user submits the CR update as a "disconnect request" with
a future effective date and time or "now" for an immediate
disconnect.
5. In embodiments, the system validates the TEN, user's toll-free
service provider, and above Disconnect parameters, per
procedures described in Section 4.5.2.1.8, and posts the
validated CR to the database with an initial status of
"PENDING.
Subsequent to this interaction:
= If the record is deemed valid at the intended effective date and
time it goes active in the network with DISCONNECT status
and applies the specified disconnect referral option, until the
end-intercept date is reached.
= At the end intercept date, the CR is deleted from the SCPs. (If
the End-Intercept Date is the same as the Effective Date and
Time on the CR, the CR is deleted immediately from the SCP
when the Effective Date and time is reached.)
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Alternate Flows El: At Step 1, the user's toll-free service provider does
not match
the Control toll-free service provider entity for the TFN, or does
not otherwise have update permission, such that access of the
target CR is not allowed to issue the disconnect request.
E2: At step 1, no active CR or future CRs with the effective date
and time exist in the database for the TFN.
E3: At Step 5, the specified End-Intercept Date is earlier than the
current date or more than <m> months later than the effective
date, and is considered invalid. (The limit m is administrator-
configurable with a default of 4 months.)
In these cases an appropriate error indication can be returned to
the user interface and further processing stops.
[00510] An example use case to Create a New Template Record is as follows:
Use Case ID CR-UC-7
Use Case Name Create a New Template Record (TR)
Use Case The user creates a template record (TR) in embodiments of
the
Description system to establish or update a routing template that may
then be
referenced by multiple PRs, either immediately, or at a future
effective date and time.
MFS Reference MFS 14
Actor(s) = User (toll-free service provider or administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the identity and
Pre-Conditions permissions of the user or has established the necessary
API
interface connectivity.
= No TR with the requested Template Name and Effective Date
and Time yet exist
Post-Conditions A TR with the given Template Name and with the current or
future Effective Date and Time is created and stored in
embodiments of the system with PENDING status for future
activation or SENDING status for immediate activation in the
network. (Its subsequent state in embodiments of the system can
depend upon whether its validation processing has completed
successfully.)
Interface = Human User Interface
Considerations
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= API interface (REQ/RSP-TRC)
Primary Flow 1. The user enters the existing Template Name, a
requested
future Effective Date and Time (or NOW for an immediate
activation), all mandatory parameters, and any optional
parameters for the TR's TAD portion.
2. The user may also populate a LAD portion of the TR
specifying record-specific labels for use in CPR decision and
action nodes.
3. The user optionally populates a CPR portion to specify any
complex call routing logic, including any LAD labels defined
in the LAD portion for decision and action nodes. Note that all
DTNs in the CPR may be either the TFN or the special
argument "#DIAL" representing the TFN, i.e., the TR may
specify turnaround routing per SCP limitations on the TR
DTNs.
4. The user submits the completed TR, including all of its
applicable component data portions to embodiments of the
system for validation and processing.
5. In embodiments, the system validates that the CR is correct
and complete, per TR Data Requirements specified in Sections
4.3.2.9 through 4.3.2.12, and per TR validations specified
within Section 4.5.2.2. It generated a numeric Template ID
and posts the validated TR to the database with an initial
status of PENDING.
Alternate Flows El: In Step 1, the user does not have permission
to create a TR,
and the request is rejected with an error indication returned to the
user.
E2: In Step 1, a CR with the same Template Name and Effective
Date and time already exists, so creation of a TR with the same
key data is not allowed, and an error indication is returned to the
user.
E3: In Step 5, the TR data in its TAD LAD, or CPR portions may
be invalid, missing, inconsistent, or incomplete, embodiments of
the system rejects the TR as invalid. The TR enters the INVALID
state and is stored in the database. It may be corrected (modified)
and resubmitted in a separate update request.
In all cases, further processing is stopped.
[00511] An example use case to Convert a Regular Customer Record to a
Pointer Record is as follows:
I Use Case ID CR-UC-8
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Use Case Name Convert a Regular Customer Record to a Pointer Record
Use Case The user converts a regular CR to a Pointer Record
Description
MFS Reference MFS 16
Actor(s) = User (toll-free service provider or administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the identity and
Pre-Conditions permissions of the user.
= The selected (source) regular CR already exists in the
database. If it's Effective Date and Time (EDT) is not being
changed for the PR being created (it is to be converted "in
place"), then its EDT may be in the future and so it may not be
an OLD, ACTIVE, SENDING, or DISCONNECT record. If
the selected source regular CR has different Effective Date.
= A corresponding Template Record to be referenced by the PR
already exists and is ACTIVE in the network and has the same
toll-free service provider entity as the control toll-free service
provider of the source regular CR.
= The user's toll-free service provider may be part of the
Control toll-free service provider entity of the TFN for both
the converted CR and the Template Record to be referenced in
the PAD, or administration, or the user may otherwise have
update permission for the control toll-free service provider's
CRs.
Post-Conditions The PR is created in PENDING status and contains the
subset of
CAD parameter values applicable to a PAD data portion of the
PR. The prior regular CR is either replaced by the CR (if it has the
same future EDT), or is retained in the database unaffected.
Interface = Human User Interface
Considerations
= API Interface (Q-CRC)
Primary Flow 1. The user specifies or selects the TEN and Effective
Date and
Time of the existing regular CR to be converted to a PR, the
Template Name of the Template Record to be referenced by
the PR, and (optionally) a future Effective Date and Time for
the PR. (If not specified, embodiments of the system may
retain the future date and time of the source regular CR.)
2. The user submits the request for the conversion action.
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3. In embodiments, the system initially validates that the
requesting user is from the Control toll-free service provider
of the TFN for the record being converted, or the user
otherwise has update permission, that the regular CR exists in
the database and that the referenced Template Record (TR)
exists in the ACTIVE state in the database and its Control toll-
free service provider entity code matches that of the CR being
converted. If the source regular CR's EDT is in the past it
ensures a user-entered EDT is specified and is in the future.
4. In embodiments, the system performs the conversion action. It
copies applicable parameters from the source CR's CAD to
the CR's PAD, referencing the indicated Template ID, and
removes any CPR or LAD data portions. In embodiments, the
system facilitates only the TFN or the special argument
#DIAL on the Destination Telephone Number List on the
CAD to be copied to the PAD, or if neither may be on the
CAD, it can substitute the TFN for the DTNs on the
Destination List.
5. In embodiments, the system validates the PR in combination
with its referenced Template Record is correct and complete
as of the Effective Date and Time, per CR Data Requirements
and per CR Validation Requirements.
6. In embodiments, the system posts the PR to the database with
an initial status of PENDING. The original regular CR if
previously PENDING, no longer exists in the database.
Subsequent to this interaction, the newly created PENDING PR is
activated at the new Effective Date and Time, replacing the prior
ACTIVE CR, which transitions to OLD status.
Alternate Flows El: In Step 1, the source CR does not exist, so the
record cannot
be retrieved and converted. A record not found indication or error
is returned to the user and processing stops.
E2: In Step 3, the initial validation conditions may be not met, the
conversion action is rejected, an error response is returned to the
user, and processing stops.
E3: In Step 5, if the resulting PR/TR is found to be invalid, an
error indication is returned to the user.
In exception cases E2 and E3 above, the original regular CR
remains in the database and is not removed/replaced by a valid
PR.
[00512] There may be additional features the embodiments of the disclosed
architecture may support such as the examples that follow.
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Customer Record Creation/Updafing New Features Recisirements - New Feature Set

NFS # Function Description
NFS 8 Change call With the expected movement from a PSTN
based
routing anchoring telephone routing to an IP based standard sometime
from PSTN to in the future, it is important to build
the ability to
E64 URI standard utilize an E64 URI routing platform using SIP
protocol into disclosed embodiments while still
supporting the current PSTN routing approach.
NFS 9 Dynamic Create a decision tree to assist the toll-
free provider
decision tree in creating a complex record by leading
the user to
logic for building routing decisions based upon information already
complex provided.
customer records.
NFS 10 Default Customer Allow the toll-free Provider the
ability to create a
Record default customer record that can be
activated
against newly reserved numbers. This functionality
should provide the user more capabilities than they
currently have with the Template functionality.
NFS 11 Enhanced Route Provide the toll-free provider
additional decision
Management points for routing decisions. Currently
complex
routing decisions can be made on the following
data points:
= Originating State (STATE)
= Originating NPA (AREA CODE)
= Originating LATA (LATA)
= Originating POTS NXX (NXX)
= Originating POTS NPANXX (6-DIGIT#)
= Originating POTS number (10-DIGIT#)
= Specific date (DATE)
= Day(s) of the week (DAY)
= Time-of-day range (TIMES)
There is a lot of additional metadata available to
provide routing instructions on, especially given the
future with IP routing. These metadata points can
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be defined at design.
NFS 12 Automated The system may enable the transfer of call
routing
Template Data information in the same action as the TFN
transfer
Transfer if that information is documented via a Template

when a toll-free provider is transferring a number
to a different toll-free provider. Today, this is a
multi-step process.
NFS12A Template Record The user will have a simplified approach to
the
Wizard creation of complex Template records using a
Wizard like approach with "Suggestive"
intelligence from template repository. 1
[00513] Customer Record Administration: Record Processing/SCP Downloads
Requirements - Minimal Feature Set
Current state Function MFS # : or New Description
IMFS Current state Customer Record In embodiments, the system may
maintain i
18 Processing internal business logic for tracking CR
status. See the CRA Status and flow in the
Overview section.
rMFS Current state Download Activation at EDT (Effective Date &
! 19 Records to SCPs Time). A subset of the active CR's data
! (defined in the TM-798 format) applicable
to toll-free database query processing is
then downloaded to the applicable SCPs
in the public network, replacing
(overwriting) any previous SCP customer ;
record in effect for that TFN. Only one
CR may be the active CR in embodiments j
of the system reflecting the current toll-
,
free service for a given TFN.
I-MFS ! Current state - Initial DB load to When a SCP is added to the CCS
20 SCP network, the CRs may be loaded in bulk
as an "initial load."
MFS Current state Customer Record A user may initiate the resend of a
CR to ;
21 Resend . all or some pertinent SCPs in the CR's
AOS (area of service). CR resends can be !
! initiated by the CR's Control toll-free
service provider, the SCP 0/0's for any
; CRs at their SCPs, and administration,
1 subject to user security settings.
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[00514] The Customer Record (CR) Status indicates the status of the Customer
Record with respect to its validation in embodiments of the system and its
activation
status at the SCPs. The CR Status is automatically generated by the current
system.
Because these states, as used by the legacy system, may be well known to the
user
community and may be regarded as fundamental to CR processing, they may be
preserved as much as possible in the next generation system.
r Customer Record Status Defmitions
Status Definition
Saved The record is stored in embodiments of the system but
is not yet
validated, because it has not yet been submitted for validation and
posting by the user after it was created or modified. This state applies to
CRs that may not be completely built or previously SAVED or
PENDING CRs that have been copied and/or modified from another CR
but not submitted.
Pending The record has passed all validations and has a future
Effective Date and
Time, A PENDING record can be accessed and modified. Records
specified for immediate activation (with an Effective Date and Time of
"now" may also pass through the PENDING state before they may be
subject to activation processing and enter the SENDING state.
Sending The record is being sent to all pertinent SCPs, but not
all of those SCPs
have responded with an OK status, meaning the CR may be activated in
none or some, but less than all SCPs. Sending records cannot be
modified. (Any changes to the customer's service for the toll-free
number may be made by creating a future customer record, or "copying
forward" the latest of the SENDING or ACTIVE customer records to a
future effective date and time and then modifying it.) (When all the SCPs
subsequently respond with an OK acceptance indication, the status can
then transition to ACTIVE or DISCONNECT.)
Active The one record for the TFN that is currently working in
all pertinent
SCPs. Only one active record can exist for a TFN at a given time. An
active record cannot be modified. (Any changes to the customer's service
for the toll-free number may be made by creating a customer record, or
"copying forward" the latest of the SENDING or ACTIVE customer
records to a future effective date and time and then modifying it.)
Old A record whose status was previously ACTIVE,
DISCONNECT, or
SENDING, but which has since been replaced by another ACTIVE,
DISCONNECT, or SENDING record with a later effective date and
time, or has since been deleted at the SCPs due to service disconnection.
Previously DISCONNECT records transition to OLD after their
Disconnect End Intercept Date has been reached and they may be deleted
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from the SCPs. Previous ACTIVE records also transition to OLD if they
may be immediately disconnected without intercept and may be deleted
from the SCPs. OLD records cannot be modified. They may be
temporarily maintained in the TFMP database for reference or copying
for service rollback or recovery, and may be periodically purged from the
TFMP database.
Invalid The record did not pass validations after being submitted by
the user and
its effective date and time has not yet been reached. It remains in the
database but cannot be sent to the SCPs if/when its effective date and
time may be reached. Invalid records may be modified and resubmitted.
Disconnect Normal service for the TFN has been discontinued and all
callers may be
receiving disconnected number or referral number announcements. This
state is reached when a PENDING record with a populated Disconnect
Intercept Indicator reaches its Effective Date and Time and is then
successfully activated at all pertinent SCPs (The record in this state has a
specified Disconnect Intercept End Date later than the Effective Date and
Time.) Only one record for a given TFN can be in the DISCONNECT
state.
Much Check A previously validated and pending record may be revalidated as its
data
may no longer be appropriate since other pending CRs for the TFN with
earlier or later effective dates and times have been defined (inserted) in
the activation sequence.
Failed The record has reached its Effective Date and Time, but has
not been
successfully activated at any SCP because it remained SAVED,
INVALID, MAY CHECK, or PENDING without required carrier
approval at that time, or was in the SENDING state and has been rejected
by all SCPs to which it was sent.
Hold The record has been placed on hold by request of the customer
or the
Control toll-free service provider, as indicated by the Hold Indicator in
its CAD or PAD portion set to "Yes." A CR in the HOLD state is
retained in the disclosed embodiment, but is not released (sent) to the
SCPs at its Effective Date and Time, even if it is otherwise valid and
approved. The HOLD status applies to regular CRs and Pointer Records,
but not to Template Records. HOLD status facilitates users to
indefinitely delay activation of a CR if there is some problem with other
coordinated aspects of the toll-free subscriber service, such as the
terminating lines or call centers not being ready to accommodate the
service. CR database clean-up procedures described in Section 4.14.2.4
can remove HOLD records from embodiments of the system after a
suitable administrator-defined interval (from 1-30 days) has passed
beyond their Effective Dates and Times. Refer to that section for details.
(State transitions from database clean-up procedures may be not reflected
in the mainline status transition diagrams.)
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[00515] With reference to Figures 41 and 42, customer record state diagrams
for activation and output 4100, 4200, refer to the processes by which CRs can
be
translated and transmitted to the appropriate SCPs after they may be validated
and
receive any necessary carrier approvals through various nodes such as invalid,
saved,
hold, pending, and must check. This can occur when their Effective Dates and
Times
may be reached, or immediately in the case of CRs for which and Effective Date
and
Time of "now" has been specified by the user at input, and no carrier
approvals may be
required. Note that the standard processing of CR output (download) to SCPs is
done via
TM-798 data links.
[00516] In embodiments, the system may translate the information in the
Customer record (either a CR, a TR (template record), or a PR (Pointer
Record)) to the
TM-798 format for transmission to the SCPs.
[00517] The CR SCP Resend function may be used to resend a single CR to
specific SCPs and use the SCP's CR update confirmation responses to update the
CR's
activation status. At the end of the CR resend process for a CR, embodiments
of the
system may update the CR's activation status and time as maintained for each
SCP on the
CR's Active SCP list. An example use case is as follows:
Use Case ID CR-UC-9
Use Case Name Resend CR to SCP(s)
Use Case Description A user requests that embodiments of the system resend a
Customer Record (Regular CR, PR, or TR) to Service Control
Points (SCPs). The request may be applied to specific SCPs or all
SCPs in the CR's Area of Service (AOS). This capability is often
used to clear CR's "stuck" in SENDING status due to problems
at one or more SCPs in the CR's AOS.
MFS Reference MFS 21
Actor(s) = User (toll-free service provider, SCP network
administrator,
network manager, or administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the identity
and
permissions of the user or has established the necessary API
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Pre-Conditions interface connectivity.
= The target CR exists in the database with status of
SENDING, ACTIVE, DISCONNECT, or FAILED.
Post-Conditions = A resend report is made available to the user regarding
the
results of the resend (update) action with respect to the
requested SCP(s).
= Log entries of the resend results at each SCP may be
recorded.
= The CR status may be updated for the SCP IDs on the CR's
Active SCP List.
Interface = Human User Interface
Considerations
= API interface (REQ/RSP-SCP)
Primary Flow 1. The user specifies or selects the TFN or Template Name
of
the CR for the resend request.
2. In embodiments, the system validates that the CR exists in the
database in the ACTIVE, SENDING, DISCONNECT, or
FAILED states, and that the user is generally authorized to
perform the CR resend action.
3. In embodiments, the system retrieves the CR from the
database, and determines the Control toll-free service
provider and the SCPs in the CR AOS that may receive the
resend. In embodiments, the system presents the list of SCPs
defined in embodiments of the system to the user, with those
SCPs from the CR's Active SCP list (for its Area of Service)
identified, and with the CR's last known activation status at
each SCP.
4. The user specifies or selects:
a. SCP List - the list of 1 or more SCP IDs for the resend, or
all SCPs in the CR's AOS
b. Critical Indicator - Whether or not the request is to be
processed by any SCPs in overload (deemed a "critical
resend").
5. In embodiments, the system validates that the user is
authorized to request the re-send for the CR at the indicated
SCPs (the Control toll-free service provider, an SCP
administrator or network manager at the SCP 0/0, or from
administration sources). If a Template Record is being re-
sent, embodiments of the system validates that the specified
SCPs support template records.
6. In embodiments, the system confirms to the user that the
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1 resend request has been accepted and is being
processed.
7. In embodiments, the system interacts with the SCPs via the
TM-798 UPD-CPR and RSP-RCU messages to resend the CR
to each SCP and logs the results.
8. In embodiments, the system updates the CR's activation
status at each SCP and logs each SCP's resend result for the
CR. It compiles the results for the TFN or Template Name
across all target SCPs.
9. The results of the resend at each SCP may be presented or
made available to the user.
Alternate Flows El: At step 1, embodiments of the system determines that
no CR
corresponding to the TFN or Template Name exists in the
database in the SENDING, ACTIVE, DISCONNECT or
FAILED states, or that one exists but the user is not authorized to
initiate resends for it. An appropriate not-found or error
indication is returned, and processing stops.
E2: At Step 5, embodiments of the system determines the user is
not authorized to perform the resend to one or more of the
specified SCPs. An error indication is returned with the SCP IDs
indicated, and processing stops.
E3: At Step 5 embodiments of the system determines the user has
requested to resend a Template Record to an SCP that does not
support Template Records, and an error indication is returned
with the SCP IDs indicated, and processing stops.
Al. In Step 7, one or more SCPs either fail to respond to the CR
update command, and embodiments of the system times out and
stops waiting for the responses, logs the non-responses, and
completes Steps 8 and 9 with the information available.
[00518] There may be a number of tasks where a system administrator enters
values for configuration parameters that control an aspect of system
functionality. A pre-
condition is that the user is a system administrator with permissions to
perform the
specific administrative task.
[00519] For each administrative use case, the following sequence of steps
applies:
a. Step 1: The user enters values;
b. Step 2: The system verifies the user input; and
c. Step 3: The system accepts the parameter values and notifies the
user of success.
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[00520] If the user input is not valid or some other condition prevents
successful completion of the use case, embodiments of the system inform the
user of an
error.
Requirements - Minimal Feature Set
Current state
MFS # or New Function Description
__________________________________ ;
MFS 1 Current state Annual Annual audit between system and SCP
22 Customer using 798. Record Key audit only.
Record Audit Compare keys. Resend CR gaps.
MFS Current state SCP-SMS A separate SCP-SMS Reverse Audit
23 Reverse Audit process may input batch files of CRs
process extracted from the individual SCPs,
I compare them to those in the CR database
and note any discrepancies in terms of the
presence and Effective Dates/Times of the
CRs, and (as a user option) verify the
= __________________________________________________________ control toll-
free service provider.
MFS Current state Carrier ; As a carrier, I need to get paid every
time
25 Notification and you dip against me. This relates to
inter-
Approval carrier compensation charges for
providing call routing services through an
SCP. The SCP provides a call processing
record for every call that terminates to a
toll-free number. Usually, carriers
through their LECs handle all toll free call
i! routing by "dipping" an SCP. When a
= RespOrg decides to route their calls
through a carrier, it is required that they
(the RespOrg) have a commercial
agreement with that carrier. This
administrative function allows a carrier to I
= i allow or
disallow RespOrgs to use their 1
L. network to deliver calls.
-4-
MFS Current state . CRA Logging i In embodiments, the system can be
26 required to provide logging of detailed
CRA activity.
1005211 IntraLata (CIC 0110) Routing Support
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Requirements - Minimal Feature Set
Current state
MFS # , Sub Function Description
or New _________
MFS Current state CIC 0110 IntraLATA routing support
I 27 Support
[00522] With reference to Figure 43, the CIC 0110 validations 4300 from the
perspectives of each of the involved service providers, including the
Incumbent LEC
(ILEC)/CCS Network Provider that operates the SSP, the terminating CCS network
(the
"Network Provider"), the ILEC or CLEC that has been assigned the NPA-NXX code
and
offers service to the terminating subscriber lines (the "Carrier"), and their
relationship to
the CR's toll-free service provider Control toll-free service provider, which
may all be
the same or different entities.
[00523] With reference to Figure 44, the series of reference data lookups that

may be performed to validate the use of CIC code OTC-0110 with specified POTS
destination telephone numbers in the CPR may be depicted. Functional
requirements for
the specifics of validation processing then follow.
Use Case ID ______ CR-UC-10
Use Case Name Notify Affected Carrier of CIC Routing or Toll-Free
Service
Provider Change
Use Case Description In embodiments, the system autonomously notifies a
earner's
external system that another toll-free service provider's CR using
its CICs has been pended in the database with a change requiring
the carrier's approval, or has been activated in the network with a
change requiring the carrier be notified. (The notification action
also applies to cancellations of prior requests when subsequent
CR changes or deletions result in a prior reported change no
longer being applicable.)
MFS Reference MFS 25
Actor(s) = User (Carrier)
= System (disclosed embodiment)
Functional Category CR¨Customer Record Administration
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Assumptions and = In
embodiments, the system has verified the identity and
Pre-Conditions permissions
of the user or has established the necessary API
interface connectivity.
= The Carrier has established Carrier Notification and
Approval (CNA) controls for the CIC in question.
Post-Conditions The
notification is delivered to the carrier's external system or
__________________ user mailbox.
Interface = Human User Interface
Considerations
= API interface (UNS-SNA)
i Primary Flow 1. A CR with
the carrier's CIC and presenting a change in
service of the type requiring approval by the carrier is pended
to the database, OR
A CR with the carrier's CIC and presenting a change of the
type requiring carrier notification is activated in the system.
2. An autonomous notification is generated and sent to the
Carrier system to notify the Carrier user about the service
change reflected in the CR update and when applicable,
requesting their review and approval of the change. _____________
[00524] The Carrier notification function facilitates authorized carrier users
to
receive and review notifications about CR changes affecting their CICs. The
Carrier
Notification and Approval (CNA) functions allow telecom carriers to define
business
agreements with toll-free service providers, set up permissions for the use of
their Carrier
Identification Codes (CICs) in toll-free service CRs, receive notifications of
when their
CICs may be used or modified on CRs, and approve when their codes may be used
on
specific CR's controlled by other service providers.
[00525] In embodiments, the system can validate the CICs used in CRs to
specify call routing, based on carrier permissions and restrictions specified
in carrier and
CNA reference data, generate notifications to the carriers, and correlate
those against
carrier approvals before the CRs containing the carrier's CICs may be
activated.
[005261 The toll-free service providers' View of Carrier Approval Status
facilitates toll-free service providers to query carrier approval status
information for their
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CRs at both a summary level and a detailed level (per-carrier), when multiple
carriers
may be involved.
[00527] An example use case to notify an affected carrier of CIC routing or
toll-free service provider change is as follows
Use Case ID CR-UC-11
Use Case Name Carrier Reviews Notifications
Use Case Description A carrier selects, retrieves, and views a list of
outstanding CNA
notifications and approval requests for their CICs resulting from
other service provider's CRs being pendecl or activated in the
system, and selects one for viewing and follow-on activity.
MFS Reference MFS 25
Actor(s) = User (Carrier or administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In embodiments, the system has verified the identity and
Pre-Conditions permissions of the user.
= The Carrier has established Carrier Notification and Approval
(CNA) controls for their CICs.
Post-Conditions A summary list of outstanding CNA notifications and
approval
requests meeting the user's request criteria is returned/displayed,
from which one may be selected. No change is made to the
notification data.
Interface = Human User Interface
Considerations
Primary Flow 1. A carrier user enters or selects a CIC, an Effective
Date
range, and Toll-Free NPA filter for the desired list of CIC
Routing or toll-free service provider Change notifications.
2. The user submits the request to the system.
3. In embodiments, the system validates that the user is from the
carrier entity that controls the CIC, or is from SMS
administration, and is authorized to access the notification
list. 1
4. In embodiments, the system retrieves and displays the
notification list, including for each notification:
= CR's TFN or Template Name
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= CR's Effective Date and Time
= The Notification Reason (the CR's change condition)
= The CR's Carrier Approval Status
= An indication of whether the carrier's approval is
requested/required
= A link or other mechanism by which the notifications
may be selected for subsequent action.
5. The user then selects an individual notification to view and
retrieves the notification details.
= Additional information requirements regarding the detailed
notifications may be discussed in the functional requirements of
Section 4.6.2.4.
Subsequent to this interaction the user may conduct other follow-
on activity concerning the notification such as viewing relevant
= portions of the CR, submitting an approval response, or deleting
the notification.
Alternate Flows El: In Step 3, embodiments of the system determine the
user is
not authorized to access notifications for the selected CIC. An
error response is returned and processing stops.
E2: In Step 3, no notifications meeting the filter criteria may be
found in the system, and a not-found indication is returned to the
requesting user.
[005281 Carrier Submits Approval or Denial of CR Update
Use Case ID CR-UC-12
Use Case Name Carrier Submits Approval or Denial of CR Update
Use Case Description A carrier selects a CR approval request concerning their
CIC(s)
and submits the carrier's approval or denial for the CR.
MFS Reference MFS 25
Actor(s) = User (Carrier or administrator)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In
embodiments, the system has verified the identity and
Pre-Conditions permissions
of the user or has established API interface
connectivity.
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= The Carrier has established Carrier Notification and Approval
(CNA) controls for their CICs.
= CR approval requests for one or more of their CICs exist in
the database.
Post-Conditions A status of "granted" or "denied" is assigned to the
approval
request with respect to the carrier, and can be correlated to the
corresponding PENDING CR in the database.
Interface = Human User Interface
Considerations
= API Interface (REPT/RSP-APR)
Primary Flow 1. A carrier user (or TFMP Administration user) searches
(HUT
case only) for one or more CR approval requests, based on
one or more of the following search criteria:
= CIC
= TFN (or TF NPA, or TFN range), or Template Name
= Effective Date and Time (EDT) or EDT range
= Control toll-free service provider
= Notification Time stamp
= Current Request Approval Status (granted, denied,
undetermined)
2. In embodiments, the system responds with one or more
Approval Requests meeting the search criteria. (HUI case
only)
3. The user specifies or selects a specific approval request
(about a PENDING CR) to address.
4. In embodiments, the system validates that the user is from the
carrier entity that controls the CIC, or is from TFMP
administration, and is authorized to specify approvals for the
CIC.
5. The user specifies or selects the desired approval status for
the request (granted, denied), and if denied, the reason for the
denial (a 2 character alphabetic, carrier-specific code for the
reason).
6. The user submits the request to update the approval status.
7. In embodiments, the system responds, confirming the
specified status value for the approval request, and logs the
approval response action.
Alternate Flows El: In step 1, no requests match the search criteria, so
a not-
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found indication is returned to the user and processing stops.
E2: In step 4, an embodiment of the system determines the user is
not authorized to access/respond to the approval requests for the
selected CIC. An error response is returned to the user.
Use Case ID CR-UC-13
Use Case Name Notify Control toll-free service provider of Carrier
Approval or
Denial
Use Case In
embodiments, the system autonomously notifies a Control toll-
Description free service provider user or external system that all
carriers
requiring approval have granted approval requests for a pending
CR, or that one carrier has denied the request, so that the CR has
transitioned from the AWAIT carrier approval status to the
GRANTED or DENIED approval status (respectively).
MFS Reference MFS 25
Actor(s) = User (toll-free service provider)
= System (disclosed embodiment)
Functional Category CR ¨ Customer Record Administration
Assumptions and = In
embodiments, the system has verified the identity and
Pre-Conditions permissions
of the user or has established the necessary API
interface connectivity.
= The approval request(s) was/were previously generated by
embodiments of the system as a result of CR creation or
updates, combined with one or more carriers' CNA policies
with respect to the toll-free service provider.
Post-Conditions The notification is delivered to the toll-free service
provider's
external system or user mailbox.
Interface = Human User Interface
Considerations
= API interface (UNS-ACT)
Primary Flow 1. The system, which tracks carrier responses to the
approval
requests, determines that either the last outstanding approval
request for a given CIC on the CR has been granted, OR one
of one of more carriers requiring approval has denied
approval.
2. In embodiments, the system updates the CR's Carrier
Approval Status from AWAIT to GRANTED or DENIED,
respectively, and generates a notification of the event to the
CR's TOLL-FREE SERVICE PROVIDER. The notification
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contains the following information about the CR:
= The Control toll-free service provider
= TFN or Template Name
= Effective Date and Time
= Date and time of receipt (denial or last grant)
= Approval Indication (granted all carriers, denied by a
carrier)
= Denial information (if denied by a carrier):
= CIC
o Reason code (2-character carrier-specific reason I
code).
Alternate Flows None identified.
[00529] In embodiments, the system can be required to provide various logs of
detailed CRA activity in order to support a number of key reports. In
embodiments, the
system can also provide a variety of measurements of CRA activity and
associated
resource usage, both in aggregate for the system, and where attributable to
the respective
toll-free service providers whose CRs may be being processed.
[00530] There may be certain items that may be validated in embodiments of
the system as a result of outside carriers or partner's rules. One such rule
is:
Requirements - Minimal Feature Set
Current state
MFS # or New ________________ Sub Function Description
tMFS Current state ; Carrier business AT&T accepts only turn-
around
32 _______________ trules records/validations. ________
[00531] A Mass Change is an event that requires embodiments of the system to
perform a large volume of changes in a short period of time. Depending on the
Mass
Change event, it may be necessary to update system reference data and a large
number of
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impacted AoS labels and customer records. In embodiments, the system thus
provides
functionality for management and administration of Mass Changes.
[00532] The setup of Mass Changes may, for example, be performed online
and the execution of the job processing the Mass change is done in the
background.
Customer Record Mass Changes MFS
. Current 1
i MFS # i state or i Sub Function 1 Description
, New i _ = _
...__1
1 MFS 28 1 Current 1 Owning toll-free I
Convert all or subset of numbers and i
1
1 i state i
service provider give ! CRs from old toll-free service provider I:
1 away all numbers to 1 to new toll-free service provider
another Provider = ,
i (Mass toll-free , 1
service provider
I Change) ______________________________________________________________ I
FMFS 29 ' Currcnt
POTS NPA Changes Updates CRs due to overlays. While '
i state (not 'TT) NPA
Splits may be unlikely to happen, i
1 support is provided to CR
updates
. ,
I based on Overlays.
' . .
, -- - 1
1 MFS 30 1 Current I.
CR updates from Industry data changes such as Overlays I
! state
Industry Network I or Splits can cause CRs to be updated. ;
,
data changes. i
Other industry data changes (reference 1
..
, data changes) can also cause CRs
to
.= require automatic updates. (POTS
, 2. Toll-free service
I NPA Changes) and (CR updates due
to
provider driven i
, ndustry data changes).
i CR updates
Mass toll-free service provider ; =
.
Changes, Mass Carrier Change, Mass i.
Disconnect & Spare.
¨1
_
. MFS 31 Current SCP Area of Service A CCS Network consists of
SCPs that
state Definition/Expansion provide routing information
for toll- 1
, free calls originated from a defined !
1 area of the POTS network, referred to I
as the SCP Area of Service. When a i
I CCS Network is added or due to
;
- changes in the operations of CCS
! Networks, such as a merger or .
I i
expansion, it is necessary to define or i
, 1 ( add to an SCP Area of Service ,
1
,
¨
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[005331 This section has a sample of some of the many use cases that may be
covered in this functionality. It does not represent every possible use case
and should be
but an example base for determining CRA functionality.
[00534] Example Set Criteria for a NPA Code Opening/Overlay Mass Change
is as follows:
Use Case ID CR-UC-14
Use Case Name NPA Code Opening/Overlay Mass Change Setup
Use Case Administrator prepares for and executes an upcoming NPA
Code
Description Opening/Overlay
MFS Reference MFS 29
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category CRA Mass Changes
Pre-Conditions and = The user has logged into the system.
Assumptions
= In embodiments, the system has verified identity and
permissions of the specific user.
Post-Conditions Criteria for an NPA Code Opening/Overlay Mass Change may
be
set.
Interface Human User Interface
Considerations
Primary Flow Step 1 The user indicates the mass change is an NPA Code

Opening/Overlay and enters the following information:
= New NPA Code
= New NPA State
= Existing NPAs to be overlaid
= CCS Networks for New NPA
= LATAs for New NPA
Step 2 The user enters the date the NPA code can be operational
(Open date) and the number of days in advance for the
beginning of Mass Change processing (used to calculate
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Open-X date).
Step 3 In embodiments, the system verifies that the data entered
is valid and provides a response that the Mass Change
criteria have been accepted.
Step 4 An identifier for the mass change operation is established
and status is set to PENDING for the Mass Change.
Alternate Flows El: At Step 1, embodiments of the system may notify the
user if
any of the data entered is invalid, such as an incorrect state or
existing NPAs, CCS networks, or LATAs that may be not
operational in the indicated state.
E2: At Step 2, embodiments of the system may notifies the user if
the date information is not valid. The Open date and Open-X date
may occur after the current date.
[00535] Example Set Criteria for a mass carrier change is as follows:
=
Use Case ID CR-UC-15
Use Case Name Set Criteria for a Mass Carrier Change
Use Case Administrator sets up the criteria for a mass carrier
change
Description
MFS Reference MFS 28; MFS 29;
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category CRA Mass Changes
Pre-Conditions and = The user has logged into the system.
Assumptions
= In embodiments, the system has verified identity and
permissions of the specific user
= All reference data required to define a carrier has been
entered for the Change-to Carrier.
Post-Conditions Criteria for a mass carrier change may be set.
Interface Human User Interface
Considerations
Primary Flow Step 1 The User indicates the mass change is a mass carrier

change and enters the following information:
= One or more change-from carriers
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= One change-to carrier for each change-from carrier
= One or more toll-free service provider entities or
toll-free service provider units per change
from/change-to carrier (optional)
= One or more LATAs per change from/change-to
carrier (optional)
Step 2 The user enters the date the carrier change can be
completed (carrier date) and a number of days prior for
when carrier changes can begin (carrier-X date).
Step 3 In embodiments, the system verifies that the data entered
is valid and provides a response that the mass change
criteria have been accepted.
Step 4 An identifier for the mass change operation is established
and status is set to PENDING for the Mass Change.
Alternate Flows El: At Step 1, embodiments of the system notifies the user
if any
of the data entered is invalid, such as an invalid Carrier code.
Toll-free service provider entity or Unit, or LATA.
E2: At Step 2, embodiments of the system notifies the user if the
date information is not valid. The Carrier and Carrier-X date may
occur after the current date.
Use Case ID CR-UC- 16
Use Case Name Set Criteria for a Mass Toll-Free Service Provider Change
Use Case Description Administrator sets up the criteria for a mass toll-free
service
provider change
MFS Reference MFS 28
Actor(s) = User (disclosed embodiment administrator
= System (disclosed embodiment)
Functional Category CRA Mass Changes
Pre-Conditions and = The user has logged into the system.
Assumptions
= In embodiments, the system has verified identity and
permissions of the specific user.
Post-Conditions Criteria for a mass toll-free service provider change may
be set.
Interface Human User Interface
Considerations
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Primary Flow Step 1 The user indicates the mass change is a mass toll-
free '
service provider Change and enters the Change-from
toll-free service provider entity or toll-free service
provider Unit and corresponding Change-to toll-free
service provider entity or toll-free service provider Unit
Step 2 The user enters the date the toll-free service provider
Change can be completed (toll-free service provider
date) and a number of days prior for when carrier
changes can begin (toll-free service provider-X date).
Step 3 In embodiments, the system verifies that the data entered
is valid and provides a response that the Mass Change
criteria have been accepted.
Step 4 An identifier for the mass change operation is established
and status is set to PENDING for the Mass Change.
Alternate Flows El: At Step 1, embodiments of the system notify the user
if any
of the toll-free service provider entity or toll-free service provider
Units entered may be invalid.
E2: At Step 2, embodiments of the system notify the user if the
date information is not valid. The toll-free service provider date
and toll-free service provider-X date may occur after the current
date.
[00536] In embodiments, the system may identify records impacted by a mass
change. Using the mass change criteria, embodiments of the system can search
for
records that may be impacted by the mass change and determine if the record
can be
updated for the mass change information or if manual intervention is required.
The
identification process can be repeated after verification of the results and
manual action
has been taken for those records that cannot be updated automatically.
[00537] In embodiments, the system can identify and update records that are
impacted by a mass change. Updated records may be assigned an appropriate
effective
date and time.
[00538] An example use case that updates customer records impacted by a
mass change is as follows:
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Use Case ID CR-UC- 17
Use Case Name Update Customer Records Impacted by a Mass Change
Use Case Description Administrator executes a system process to update the
customer
records that may be impacted by a mass change
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category CRA mass changes
Pre-Conditions and = The user has logged into the system.
Assumptions
= In embodiments, the system has verified identity and
permissions of the specific user.
= Customer records impacted by the mass change have been
identified.
Post-Conditions Customer records that may be impacted by a mass
change may be
updated and assigned an effective date and time.
Interface Human User Interface
Considerations
Primary Flow Step 1 The user indicates the mass change for the
customer
record update process, the date to begin download of
updated customer records and the number of customer
records to download each quarter hour. For an SCP Area
of Service Expansion, the user indicates if updated
customer records may be to be sent over the links to
SCPs (online update) or extracted to a file (offline
update).
Step 2 The user specifics a start date and time for the process to
begin (default is immediate).
Step 3 In embodiments, the system creates a version of Active,
Sending, and Disconnect impacted customer records
with the an effective date and a time calculated based on
the indicated download start date, number of records and
the indicated quarter hour quantity. Pending and Hold
impacted customer records may be updated with no
change to the effective date and time.
Step 4 In embodiments, the system provides an indication that
processing is completed and that the results (customer
records updated, customer records failed update) may be
available for review.
[ Alternate Flows El: At Step 1 and 2, embodiments of the system notify
the user if
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the mass change or the start date and time may be invalid.
1
E2: At Step 4, embodiments of the system notify the user if ;
processing cannot begin or ends before completion.
[00539] SCP administration and network management may be two important
functions defined under SCP management. SCP
administration functions in
embodiments allow users to establish and modify SCP-related reference data in
embodiments of the system and send messages to the SCP nodes and their Call
Management Services Database (CMSDB) subsystems to manage data tables that
reside
there.
[00540] Network management functions for the toll-free Service involve the
management of various parameters for automatic capabilities intended to
monitor and
control toll-free query traffic and calling volumes at the Service Control
Points (SCPs),
Service Switching Points (SSPs), terminating switches and terminating
subscriber lines.
When various call volume thresholds may be exceeded, the SCPs trigger
Automatic Call
Gapping (ACG) code controls at the originating SSPs.
[00541] The disclosed embodiment of the Network Management functions
allow network managers to configure and adjust the relevant control parameters
on SCP.
Data collection at the SCPs can be configured through the disclosed embodiment
to
provide network managers with relevant surveillance information useful to
monitor
traffic and analyze problems, such as the detection of SCP overloads and
excessive
calling or excessive ineffective attempts to dialed codes.
[00542] The SCP Management (SCP-M) functions may be used by SCP
administrators at the SCP Owner/Operator (SCP 0/0) companies and by network
managers for the SS7/CCS networks, which may be typically operated by the same
SCP
0/0 entities or otherwise affiliated with them. SCP-M functions may interact
directly
with the SCPs via the SCP Interface as defined in TM-798. An example of these
interactions is illustrated in Figure 45.
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Requirements - Minimal Feature Set
Current
MFS # state or Sub Function Description
New
MFS 33 Current 1 SCP The definition and configuration of
SCPs
state Administration and related SCP information
; MFS 34 Current Master Number In embodiments, the system may ;
state List maintain for each managed SCP a list of !
toll-free NPAs, and for each NPA - an
effective dated list of their contained
NXXs for which toll-free CustomerH
Records (CRs) may be loaded and for ,
which toll-free database queries may be
_____________________________________ received. ____
= MFS 35 i Current SCP Mated Pairs SCP's may be
generally defined in mated
I state pairs. In embodiments, the system can
need to keep track of this relationship. !
_____________ ,
1 MFS 36 Current 798 Protocol TM-798 Interface messaging, and
others
! state can be used for communicating and !
exchanging the messages between the
_____________________________________ disclosed embodiment and the SCP.
-MFS 37 Current Network i Network
management is done by the SCP ;
state Management implementing overload controls
whenever call volume thresholds may be
exceeded. The disclosed embodiment
defines the controls and sets thresholds. :
Data collection at the SCPs can be
i requested through disclosed embodiment
; to provide network managers with '
I information to analyzeproblems. __________________________________
[00543] There may be additional features supported by the disclosed
architecture such as the examples which follow:
I SCP Management - New Feature Set ________________________________ =
NFS # Function Description
NFS 13 Provide to the Today, all information sent to an SCP is
sent via a
SCPs the ability push. In some cases the SCP requests this
to pull call
information, but they may wait till the request is
routing details
processed before receiving the information. In
rather than only embodiments, the system should allow an SCP to
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allowing a push pull
information directly from the system. Controls
may be built into embodiments of the system to
only allow records that may be released by the toll-
free provider to be pulled.
[00544] SCP administration functions of the disclosed embodiment allow users
to establish and modify SCP-related reference data in embodiments of the
system and
send messages to the SCP nodes.
[00545] The principal users of SCP-M functionality may be assumed to be SCP
administrators at the SCP Owner Operator (SCP 0/0) companies and network
managers
at Network Management Centers (NMCs) or Network Operations Center (NOCs) at
the
telecom network providers who operate the SS7/Common Channel Signaling (CCS)
networks. Secondary users may be administrators, who have global privileges to
access
the data and facilitate administrative and control actions of the SCP
administrators and
network managers.
[00546] The current system SCP Administration supports the management of
SCP data tables or similar data structures. Functionality provided by a
current system
may be supported in embodiments of a new system. Design of disclosed
embodiments
may vary. These may include the following:
Table Description/Purpose
I SCP ID Table The SCP ID table defines SCPs managed by the
disclosed
embodiment and key parameters associated with each
SCP Mated Pair The SCP Mated Pair Table is used to define active/active highly
Table available relationships between individual SCPs
within the same
! Active/Active CCS network.
Configuration)
i SSP Lists For each CCS network, embodiments of the system can
maintain a
list of SSPs that may route Toll-Free Database queries to an SCP.
This information is used to validate SSPs specified for SSP based
special studies.
Toll-Free NPA-
The SCP Toll-Free NPA-NXX List contains the toll-free NPAs and
NXX Lists their NXXs belonging to the SCP in the user's CCS
network. This
list specifies the domain of dialed codes whose customer records
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may be loaded at that SCP and whose toll-free database queries
may be to be handled by that SCP. This is sometimes referred to as
the SCP's Master Number List.
[00547] A common practice among SCP owner-operators is the running of
periodic (typically annual) batch audits of extracted files of SCP customer
records against
the database in order to detect outdated or missing SCP CRs. The process is
known as a
reverse audit, because it uses the extracted SCP records as a basis for the
audit
comparison instead of the database. The typical practice for each SCP 0/0 has
been to
periodically audit each toll-free NPA's range of CRs by extracting a SCP-
generated CR
audit file for that NPA.
[00548] The audit file is not a complete view of the CRs, but is rather an
extracted listing of each loaded CR's Customer Record Number (CRN), i.e., the
TFN or
numeric Template ID in NPA-NXX-X,OCX format, Effective Date and Time, and toll-

free service provider ID. The audit file is then loaded to the TFMP
administration. The
reverse audit process then compares the records to the corresponding CRs. The
discrepancies may then trigger CR resends to the target SCP via the TM-798
interface, or
may be written to file for a subsequent batch resend.
[00549] The SCP Administration function supports actions performed by SCP
administrators and disclosed embodiment administrators. The following may be
sample
use cases addressing SCPs, SCP mates, SSP lists and SCP-NPA NXX lists, among
other
administrative controls and limits for SCP Operations. These do not cover
every possible
action.
[00550] An example use case to define a SCP ID in the disclosed embodiment
is as follows:
Use Case ID SM-UC-1
Use Case Name Define a SCP ID and its attributes within the
disclosed
embodiment.
Use Case Description The administrator enters the information
required to create an
SCP into the disclosed embodiment.
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MFS Reference MFS 33
Actor(s) = User (administrator system)
= System (disclosed embodiment)
Functional Category SM __ SCP Management.
Pre- = User has logged on to embodiments of the system and
has
Conditions/Assumptions permissions to perform the requested action.
1
= The SCP ID has not been defined in the system.
= The CCS Network Id has already been defmed in the
system.
Post-Conditions A SCP ID is defined in the system's database.
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow I. The user enters the CCS Network ID, the parent object
for
which the SCP ID is being defined.
2. The user enters the information related to data elements to
define a SCP ID:
= Node Id
= Template Record Indicator
3. The user submits all SCP information to the system.
4. In embodiments, the system validates the data elements
per data requirements and that the SCP ID has not already
been defined in the system.
5. In embodiments, the system validates the information
provided and interacts with the SCP
6. In embodiments, the system returns a confirmation
message to the user confirming creation of the SCP ID in
embodiments of the system
Alternate Flows El: At Step 1, if the CCS Network Id is not found,
embodiments of the system cannot allow the user to create the
SCP.
E2: At Step 4, if system validation fails, then embodiments of
the system cannot allow the user to create the SCP.
E4: At Step 5, if the SCP fails to interact with embodiments of
the system or does not accept the information, then
embodiments of the system cannot allow the user to create the
SCP.
In all cases, an error indication is returned to the user and
further processing stops.
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1005511 An example use case to Update the SCP ID data is as follows:
Use Case ID SM-UC-3
Use Case Name Update the SCP ID data in the disclosed embodiment.
Use Case Description The TFMP administrator can update the SCP ID data in
the 1.
disclosed embodiment.
MFS Reference MFS 33; MFS 34
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category SM ¨ SCP Management.
Pre- = User has logged on to embodiments of the system and
has
Conditions/Assumptions permissions to perform the requested action
= The SCP ID, for which the update is being made, has been
defined in the system.
= The CCS Network ID has already been defmed in the
system.
= The user can only update the queue status (from Queue to
Not Queue) and Template Supported indicator in the SCP.
Post-Conditions A SCP ID data is updated in the system
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow I. The user enters the SCP Id to retrieve the SCP ID
data
from the system's database.
2. In embodiments, the system verifies if the user has
permission to manage the above SCP Id.
3. User modifies the SCP ID data and submits the SCP ID
information (Template Supported and Queue status) for
validation and processing.
4. System validates the data elements per data requirements
section and according to FR section.
5. In embodiments, the system returns a confirmation
message to the user confirming modifications of the SCP
ID data in the system.
Alternate Flows El: At Step 1, if the SCP ID does not match the system's

database, then embodiments of the system cannot allow the
user to retrieve/update the SCP ID data.
E2: At Step 2, if the SCP ID does not belong to the user's CCS
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network, then embodiments of the system cannot allow the
user to retrieve the SCP ID data.
E3: At Step 3, if validation fails, then embodiments of the
system cannot allow the user to modify the SCP ID data.
In all the above cases, an error indication is returned to the
user and further processing is stopped.
[00552] Establish or Update SCP mated pair inside the disclosed embodiment
is as follows:
Use Case ID SM-UC-5
Use Case Name Establish or Update SCP mated pair inside the disclosed
embodiment.
Use Case Description The TFMP administrator or SCP administrator enters the
SCP
IDs to establish a relationship between two SCPs as SCP
mates in the system.
MFS Reference MFS 35
Actor(s) = User (SCP administrator or disclosed embodiment
administrator)
. System (disclosed embodiment)
Functional Category SM ¨ SCP Management.
Pre- = The SCPs to be defined as a mated pair should belong
to
Conditions/Assumptions the user's CCS network.
= The SCP IDs that may be mated should have been defined
in the SCP ID table.
= The SCPs should not be a mated with any other SCPs.
= User has logged on to embodiments of the system and has
permissions to perform the requested action.
Post-Conditions The SCP Mate relationship is now established in the
system
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow 1. User enters or selects an SCP ID and a second
(different)
SCP ID for the SCP mate.
2. In embodiments, the system verifies that both SCP IDs
may be managed by the same user of a CCS Network.
3. The user requests the two SCPs be defined as mated pair.
4. In embodiments, the system validates the mated pairs.
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= 5. The system updates the table identifying these two SCPs
as a mated pair.
6. The system returns a confirmation message to the user
noting the establishment the SCP mated pair in the system.
Alternate Flows El: At step
1, if the entered SCP ID is not found in the table
and an error or not-found indication is returned.
E2: At Step 2, if the SCP ID does not belong to the user's CCS
network, then embodiments of the system cannot allow the
user to mate the pair.
E3: At Step 4, If either SCP ID is already mated to another
SCP ID or any other validations fail, then an error message is
returned to the user indicating the SCPID is already mated.
In all the above cases, an error indication is returned to the
user and further processing is stopped.
[00553] The disclosed embodiment may interface with all the SCPs using the
TM-798 standard interface protocol. The embodiments of the disclosed
architecture can
maintain that interface standard as have each SCP change the interface may not
be a
viable approach.
[00554] The SCP interface is a dedicated Wide-Area Network (WAN) link
supporting the establishment of TCP/IP socket connections between embodiments
of the
system and each SCP. In embodiments, the system may maintain a set of data
related to
the interface for each SCP, such as an IP address and TCP port number, as
described by
SR-4959, SCP-TFMP TCP/IP Interface Specification.
[00555] The embodiments of the disclosed architecture may need to translate
the necessary information from its internal data stores into a standard
interface for
transmission to the SCPs.
[00556] Network management is performed automatically by the SCP
implementing overload controls whenever call volume thresholds may be
exceeded. The
disclosed embodiment defines the controls and sets thresholds. Data collection
at the
SCPs can be requested through disclosed embodiment to provide network managers
with
information to analyze problems.
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[00557] Mass Calling Thresholds may be used to provide the SCPs with
surveillance and control thresholds for each of 15 destination threshold level
classes
defined by the disclosed embodiment. Each of these thresholds is expressed in
terms of
the number of call attempts during, for example, a 2.5-minute period.
[00558] The disclosed embodiment automatically assigns a threshold level
class to a particular destination telephone number of a toll-free-number,
based on the
number of lines associated with it, as specified on the Customer Record (CR).
[00559] The SCP detects focused overloads by counting call attempts for each
destination number and comparing the accumulated count to the surveillance and
control
thresholds for the threshold level class assigned to the destination number.
[00560] If the call attempts during an example 2.5-minute measurement period
exceed the surveillance threshold for a destination telephone number, then the
number is
placed on a surveillance list.
[00561] A destination telephone number remains on the surveillance list until
it
either does not exceed its surveillance threshold during a full 2.5-minute
measurement
period or it exceeds its control threshold when it's moved to the control
list.
[00562] An example use case to Change the Mass Calling Threshold Data is as
follows:
Use Case ID SM-UC-6
Use Case Name Change the Mass Calling Threshold Data
Use Case Description The administrator changes the default values of Mass
Calling
Threshold Data like Surveillance Threshold, Control
Threshold and Initial Gap Interval in the CCS network of its
SCPs.
MFS Reference MFS 37
Actor(s) = User (disclosed embodiment administrator)
= System (disclosed embodiment)
Functional Category SM __ SCP Management.
Pre- = The CCS Network ID has already been defined in the
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Conditions/Assumptions system.
= User can update the threshold values even when the SCPs
may be overloaded.
. User has logged on to embodiments of the system and has
permissions to perform the requested action.
Post-Conditions The Mass Calling Threshold values may be updated.
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow 1. The user enters the CCS network ID, for which the
thresholds need to be defined.
2. In embodiments, the system verifies if the user has
permission to manage the above CCS network ID.
3. The user initiates to modify the Surveillance threshold data
of a CCS network.
4. In embodiments, the system checks if the surveillance
threshold values changed by the user for threshold levels 1
through 14 increases or remain the same with each
threshold level increase and may be greater than their
associated surveillance thresholds. Threshold level 15,
which is used for study purposes and tele voting, is
excluded from these cross field validations
5. The user now modifies the default Control threshold data.
6. In embodiments, the system checks if the control threshold
values changed by the user for threshold levels 1 through
14 increases or remain the same with each threshold level
increase and may be less than their associated control
thresholds. Threshold level 15, which is used for study
purposes, is excluded from these cross-field validations.
7. The user may also enter a value as initial gap interval.
8. The user submits all these changes to the system.
9. In embodiments, the system validates the information
provided and interacts with all the SCPs.
10. In embodiments, the system sends these changes to all the
SCPs in the CCS network and returns a confirmation
message of the updated values.
Alternate Flows El: At Step 1, if the CCS Network ID is not found,
embodiments of the system cannot allow the user to modify
the threshold values.
E2: At Step 4, if system validation fails, then embodiments of
the system cannot allow the user to modify the threshold
values.
E3: At Step 6, if system validation fails, then embodiments of
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the system cannot allow the user to modify the threshold
values.
E4: At Step 9, if system validation fails, then embodiments of
the system cannot allow the user to modify the threshold
values.
E5: At Step 10, if the SCP(s) fails to interact with
embodiments of the system or does not accept the information,
then embodiments of the system cannot allow the user to
modify the threshold values.
In all cases, an error indication is returned to the user and ,
further processing stops.
[00563] The Excessive Calling Controls may be used to set and change the
calling thresholds for 6-digit and 10-digit vacant toll-free and out of area
numbers. These
excessive calling thresholds may be expressed in terms of the number of call
attempts in
a defined time interval (for e.g., 5 minute period). When the thresholds may
be met, the
numbers may be added to the control list and the calling rate is automatically
limited by
the SCP. In addition, a threshold is defined to automatically take these
numbers off of the
control list, when the calling rate decreases sufficiently.
[00564] The disclosed embodiment does not enforce the ACG (Automatic Call
Gapping). A set of control parameter thresholds may be used to invoke the ACG.
Once
the thresholds may be reached, the ACG is triggered at the SCP-SSP level.
Use Case ID SM-UC-7
Use Case Name Changing Excessive Calling Controls
Use Case Description The administrator or a network manager change the
control
and decontrol threshold values for a 6-digit and 10-digit
vacant toll-free numbers.
Actor(s) = User (disclosed embodiment administrator/network
manager)
= System (disclosed embodiment)
Functional Category SM SCP management.
Pre- = The SCP to be defined should belong to the user's
CCS
Conditions/Assumptions network.
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= User has logged on to embodiments of the system and has
permissions to perform the requested action.
= User can override the threshold class assignments even
when the SCP is overloaded.
Post-Conditions The desired controls of calling threshold for the
vacant toll-
free number may be changed.
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow 1. The user enters the CCS network ID, for which
the
thresholds need to be defined.
2. In embodiments, the system verifies if the user has
permission to manage the above CCS network.
3. The user enters the SCP ID to set the Excessive Calling
Thresholds.
4. User enters the control and decontrol threshold values.
5. The user updates the entered values.
6. In embodiments, the system validates the information
provided and interacts with all the SCPs.
7. In embodiments, the system sends the updated threshold
values to the desired SCP and returns a confirmation
message of the updated control thresholds.
Alternate Flows El: At Step 1, if the CCS Network ID is not found,
embodiments of the system cannot allow the user to modify
the threshold values for vacant toll-free numbers.
E2: At Step 2, if system validation fails, then embodiments of
the system cannot allow the user to modify the threshold
values for vacant toll-free numbers.
E3: At Step 3, if the SCP ID entered incorrect or does not
belongs to the CCS network, then embodiments of the system
cannot allow the user to modify the threshold values for
vacant toll-free numbers.
E4: At Step 6, if system validation fails, then embodiments of
the system cannot allow the user to modify the threshold
values for vacant toll-free numbers.
In all cases, an error indication is returned to the user and
further processing stops.
[00565] The Special Studies Request is done when a potential problem is
suspected in the network and is done by sampling traffic to a specific number,
Telecom
Owner Operator Network or an SSP (Service Switching Point). A toll-free
service
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provider, administrator, or a network manager can request an SCP owner
operator for a
special study into their SCP and they can either accept or reject the request
to enable the
study.
[00566] The study is conducted to allow a maximum of 100 calls in a
maximum duration of 168 hours (7 days), which ever limit is reached first
i.e., the
collection of data can end when the specified number of call attempts have
been
monitored, or when the specified time limit is reached first.
[00567] The special study can be requested for a toll-free number, Destination

Telephone Number, carrier, or for an SSP. A toll-free number or a Destination
Telephone
Number of either 6-digit (NPA-NXX) or a full 10-digit number (NPA-NXX-XXXX)
can
be requested for the study.
[00568] An example use case to Create a Special Study Request is as follows:
Use Case ID SM-UC-8
Use Case Name Create a Special Study Request
Use Case Description The disclosed embodiment administrators or
network
managers create a Special Study Request for one or more
SCPs
Actor(s) = User (disclosed embodiment
administrator/network
manager)
= System (disclosed embodiment)
Functional Category SM ¨ SCP management.
Pre- = The network manager creating the special
study should
Conditions/Assumptions belong to the same CCS Network as the SCPs at
which the
study is requested.
= User has logged on to embodiments of the system and has
permissions to perform the requested action.
= The study is conducted to allow a maximum of 100 calls in
a maximum duration of 168 hours (7 days), which ever
limit is reached first i.e., the collection of data can end
when the specified number of call attempts have been
monitored, or when the specified time limit is reached
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first.
Post-Conditions The Special Study Request is created in the
desired SCPs.
Interface Considerations The user should be connected via a HUI (Human User
Interface) to access the system.
Primary Flow 1. The user enters the CCS network ID, for which
the Special
Study need to be defined.
2. In embodiments, the system verifies if the user has
permission to manage the above CCS network Id.
3. The user enters the SCP ID for the Special Study.
4. In embodiments, the system verifies if the user has
permission to manage the above SCP ID.
5. For one or more desired SCPs, the user requests a special
study for a certain 10-digit or 6-digit toll-free or
destination code, carrier, or SSP.
6. The user submits the request to the system_
7. In embodiments, the system validates the special study and
interacts with the SCP.
8. In embodiments, the system accepts the information,
activates the study at the SCPs, and returns a confirmation
message to the user.
9. At the end of the special study, embodiments of the system
sends the results of the special study to the user.
Alternate Flows El: At Step I, if the CCS Network ID is not
found,
embodiments of the system cannot allow the user to create a
special study.
E2: At Step 2, if system validation fails, then embodiments of
the system cannot allow the user to create a special study.
E3: At Step 4, if the SCP ID entered incorrect or does not
belong to the CCS network, then embodiments of the system
cannot allow the user to create a special study.
E4: At Step 8, If the Special Study limit maximum allowed
quantity for an SCP has been exceeded, embodiments of the
system rejects the request and indicates this to the User.
E5: At Step 8, if system validation fails, then embodiments of
the system cannot allow the user to create a special study.
In all cases, an error indication is returned to the user and ;
further processing stops.
[00569] In embodiments, the system is operable to generate a billing event
record whenever an event occurs that results in a charge to toll-free service
provider
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entity in control of a toll-free number. Billing event records may be
collected and
transferred to an external billing system. Currently, not all billable events
result in a
billing event record being generated by embodiments of the system and a manual
Billing
event record may be generated external to the current system. It may be
desirable to
automate the creation of as many of the billing event records as possible.
(005701 In embodiments, the system generates a record when an event related
to a billable function occurs. The event record can provide the information
needed to
calculate a bill for the charges incurred by each organization that makes use
of the
embodiments of the disclosed architecture according to embodiments. The event
record
can include the identification of the user, the action performed, and the date
and time of
the occurrence.
Events Related to Billing Calculations per FCC Tariff 7
Event Supported Billing Calculation Notes
Non-Recurring Monthly
Charge Charge*
Establishment Charge per Non-dedicated Billing event data
currently
of a system Logon ID access charge provided by the TFMP
Help
Logon ID Desk/Data Center, no record
generated by disclosed
embodiment
Suspension of None Non-dedicated Billing event data
currently
System Access access charge .. provided by the TFMP
Help
Desk/Data Center, no record
generated by disclosed
embodiment
Re- Service Non-dedicated Billing event data
currently
establishment of restoration access charge provided by the TFMP
Help
System Access charge Desk/Data Center, no record
generated by disclosed
embodiment
Deletion of a None Non-dedicated Billing event data
currently
System Login access charge provided by the TFMP
Help
ID Desk/Data Center, no record
generated by disclosed
embodiment
Assignment of a Charge per Non-dedicated Billing event data
currently
Smart Card for Smart Card access charge provided by the TFMP
Help
System Access Desk/Data Center, no record
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generated by disclosed
embodiment
Establishment None Dedicated Billing event data currently
of a Dedicated access charge provided by the TFMP Help
Interface Desk/Data Center, no record
generated by disclosed
embodiment
Deletion of a None Dedicated Billing event data currently
Dedicated access charge provided by the TFMP Help
Interface Desk/Data Center, no record
generated by disclosed
embodiment
Reservation of a None Customer Billing event record generated
by
Number Record Admin system
charge
Number Status None Customer Billing event record generated
by
Changed to Record Admin system
Spare charge
Report Request Charge per None Billing event data currently
report provided by the TFMP Help
Desk/Data Center, no record
generated by disclosed
embodiment
Change of Toll- Charge per Customer Billing event record generated
by
free Service toll-free Record Admin system
Provider for a service charge*
Number provider
change per
number
Bulk Operation Non-recurring None Billing event data currently
Request charge per provided by the TFMP Help
bulk operation Desk/Data Center, no record
generated by disclosed
embodiment
NOTE: A tariff may define dedication and non-dedicated access as follows:
"Access to
TFMP can be via non-dedicated or dedicated connections. Dedicated access
requires use
of a dedicated port on the disclosed embodiment on a full-time basis, other
forms of
access share ports and other access resources."
[00571] The interface to the billing system should remain intact and require
minimal changes to the current billing system to support disclosed
embodiments. The
current Billing system Interface format of the file and the records it
contains is described
in TM-WT-021766, and TFMP ¨ Bill/800 Interface Requirements.
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[00572] A summary of the current Billing Event record data elements may be
as follows:
Billing Event Record Data Elements __
1 Billing Event Data Element Description and Usage
Toll-Free Number Date and time of event
Billing Event
Controlling toll-free Current toll-free service
provider
service provider entity entity associated with toll-free
number
Toll-free service provider Current toll-free service provider
unit Unit associated with toll-free
number
Responsible user login ID Identifies user who initiated event,
indication of "system" for system
initiated events
Toll-free number Number involved in billing event
Toll-free number current Status of toll-free number involved
status in billing event
Toll-free number if event involves a status change

previous status
Previous toll-free service If event is toll-free service provider
provider entity entity change
Previous toll-free service If event is toll-free service provider
provider unit Unit change
System Access Date and time of event
Billing Event
Access type Indicates the type of access
involved
in the billing event ¨ login ID,
dedicated, Smart Card
Toll-free service provider Toll-free service provider entity
entity involved in access event
Access action Indicates action taken regarding
the
access type - suspend, restore, delete
Access identifier Identifier for the access
involved in
the billing event (i.e., login ID),
value of "All", and others can be
used for suspend and restore actions
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Report or Bulk Date and time of event
Operation Event
Toll-free service provider Toll-free service provider entity
entity requesting report of bulk
operation
Responsible user login ID Identifies user who requested report
or bulk operation
Report or operation Report or bulk operation requested

requested
1005731 Billing Event records illustrate changes to toll-free service provider

entity control of toll-free numbers that may be used to calculate charges to
toll-free
service provider Entities. On a periodic basis and in response to an on-demand
request,
embodiments of the system can compile a list of toll-free numbers with the
controlling
toll-free service provider entity, current status, and date the number entered
that status
and transfer the data to an external billing system. Only numbers with a
controlling toll-
free service provider entity may be included.
1005741 In one example, a system administrator can specify when billing audit
data is to be collected and transferred. It is also possible to make an on-
demand request
for data to be collected and transferred as in the example use case as
follows.
Use Case ID BR-UC-1
Use Case Name Schedule Periodic Billing Audit Data Collection and
Transfer
Use Case Administrator specifies the frequency for the
collection of billing
Description audit data and the timing for the data to be
transferred.
Actor(s) . User (disclosed embodiment administrator)
= System (disclosed embodiment)
Pre-Conditions and = The User has logged into the system.
Assumptions
= In embodiments, the system has verified identity and
permissions of the specific user.
Post-Conditions Billing audit data collection frequency and transfer
time for
billing data may be set.
Interface None identified
Considerations
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Primary Flow Step 1 The User enters the billing audit data collection
frequency and the corresponding transfer. Possible values
are:
= None (audit data not collected)
= Weekly with day of week and time of day for
collection and transfer'
= Monthly with date of them month and time of day
for collection and transfer
Step 2 In embodiments, the system verifies that the data entered
is valid and provides a response that the collection
frequency and transfer time is accepted.
Alternate Flows El: At Step 2, embodiments of the system notify the user
if data 1
entered is not correctly formatted.
[00575] Due to the localized nature of call routing prior to the introduction
of
centralized routing databases, the same toll-free number may need to be
controlled by a
different toll-free service provider and provide service to a different toll-
free subscriber in
different geographic regions. In some instances arrangements still exist where
the same
number supports different toll-free service in different U.S. states and
different service in
the U.S. and Canada and other jurisdictions. A number involved in this type of

arrangement is referred to as a duplicate number. The terms toll-free number,
toll-free
system, toll-free telecommunications network, toll-free carrier, and related
terms as used
herein are not limited to the United States or North America, but have
equivalents
throughout the world in other political, geographic, and technological
regions. The
methods, systems and fimetionalities, as described herein, are applicable to
and operable
within such equivalent jurisdictions.
[00576] On a periodic basis, embodiments of the system can compile a list of
duplicate numbers and transfer the data to an external billing system. The
data consists of
the toll-free number providing duplicate service, the toll-free service
provider entity for
the number, the current status of the number, and data related to the Customer
Record for
the number. The CR data includes the status of the CR and the effective date
and time of
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the CR. For the current system, this also includes indications if the CR
includes Call
Processing Record (CPR) and Label Definition (LAD) structures. Additional data
is
included from remarks entered in the CR that indicates the actual toll-free
service
provider that controls the number for each area where service is provided.
1005771 In embodiments of the disclosed architecture a subset of the series of

reports can be provided. The system will provide a warehouse of data for
reporting and
analytics. The warehouse will enable a user to pull either standard (aka
canned) reports
or to generate user specific reports. Listed below are a series of reports
that the current
TFMP system provides. As an example of what reporting may be required, is a
high level
description of the reporting of the disclosed embodiment provides the
following types of
reports:
Report Type Description
On-demand Reports The disclosed embodiment generates on-demand report when a
"system user" requests the report. The on-demand reports may be
not stored in the disclosed embodiment since they may be created
on user's request. Results of the on-demand reports may be not
stored in the disclosed embodiment
Scheduled Reports The scheduled reports may be generated by the disclosed
embodiment operational personnel on scheduled basis (i.e., daily,
weekly, monthly, etc.). A user can request a scheduled report to
get the most recently generated report by the disclosed
embodiment. Results of the scheduled reports may be stored in the
disclosed embodiment.
Exception Reports Reports that may be automatically generated by the
disclosed
embodiment when exclusive events occur either in the disclosed
embodiment or in an SCP. The exception reports may be sent to
the user's designated address information provided by the "system
user" to the disclosed embodiment.
Industry Reports Reports required by the Industry:
= Weekly Number Admin Report - Distributed to industry,
including FCC
= Auto Return to Spare Report - Distributed to FCC monthly,
identifies TFNs in reserved status that have exceeded the 45
day limit and may be automatically returned to the spare pool
Miscellaneous Reports may be requested by the user himself through
accessing
Reports the database tables and extracting the information needed
through
querying data
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[00578] Most scheduled reports can also be accessed on-demand. The
differences are how the report is kicked off and where the results of the
report are
sent/stored. The reports below are required at a minimum, but the Provider is
expected to
propose additional reports, for example:
Report type I Specific Reports
Network Management = Mass Calling Summary for Toll-Free Numbers Under
Reports Control report. This report is available on-demand.
= Summary for Out of Area Toll-Free Numbers Under Control
report. This report is available on-demand.
= Summary for Vacant Codes Under Control report. This
report is available on-demand.
= Manual Control List report. This report is available on-
demand.
= Special Studies List report. This report is available on-
demand.
= Special Study Summary report. This report is available on-
demand.
= POTS Number to Toll-Free Number Inquiry report. This
report is available on-demand.
= SCP List report.
= SSP List report.
SCP Administration = Customer Record Execution Error Summary report.
Reports
= Low Sample Space Summary report.
= Misrouted Query Summary.
= SCP Values Audit report.
= SCP NPA-NXX List report.
= SCP NPA-NXX List Audit report.
= SCP Status report.
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= SCP Status Audit report.
= TFMP SCP CR Confirmation.
Number = Approaching Due report.
Administration
Reports = Unavailable Numbers report.
= Reserved Numbers report.
= Assigned Numbers report.
= Transitional Numbers report.
= Number Administration Summary report.
= Daily Log Number Administration report.
= Daily Log Summary of Number Administration report.
= TFMP Number Administration Confirmation report.
Customer Record = CAD Only report.
Reports
= CPR Only report.
= LAD Only Report.
= PAD Only Report.
= TAD Only Report.
= Whole Customer Record Report.
= Whole Template Record Report.
= Customer Record Audit Results report.
= Customer Record Activation reports.
= Area of Service Label List reports.
= Deficient Customer Record report.
= Destination NPA-NXX Report.
= POTS to Toll-Free number Inquiry Report.
= Sending Customer Record Report.
= AOS Label to Toll-Free Number Inquiry (AIR).
= Template Records List Report.
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= Pointer Records List report.
= Daily Log of Customer Record report_
= Daily Log Summary of Customer Record.
= Validation Results report.
= Affected CR By NPA-NXX-LATA Activity.
= Failed CR By NPA-NXX-LATA Move report.
= Directory Assistance NPA Selection List.
= Carrier Information List.
= CCS Network-State-NPA Report.
= CCS Network-LATA Report.
= Toll-free service provider List report.
= Logon ID List report.
= Telephone Company List report.
Carrier Notification = Allowable CICs for CR Input & Approval report
and Approval Reports
Administration = Scheduled Activities report is an on-demand
report.
Reports
= NXX Percent Used report.
= SCP-SMS Audit Results report.
= Security User Data report.
Service Maintenance = Past Due toll-free service provider Change
Requests report.
Reports
= Denied toll-free service provider Change Requests report.
[00579] The Exception reports may be automatically generated by
embodiments of the system when exclusive events occur either in the disclosed
embodiment or in an SCP. For example, the Misrouted Queries Exception Report
is sent
each time an SCP receives a call processing query for a toll-free number
having NXX not
in the SCP's database.
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Report type 1 Specific Reports
_______________________________________________________________________ 1
Network Management = SCP Status Change report.
Exception Reports
= Threshold Level Class Override report.
= Failed Requests report.
SCP Administration = Customer Record Execution Error report.
Exception Reports
= Low
Sample Space Exception report. (
= Misrouted Query Exception report.
Customer Record = Customer Record Activation Failure report.
Exception Reports
= CNA toll-free service provider Change Notification to
Involved Carriers report.
Security = Unsuccessful Logons.
Administration
Exception Reports = Unsuccessful Password Change.
[00580] The user can query the database tables and extract information, as
mentioned in the following examples:
a. In embodiments, the system logs specific number administration
events as history records e.g., status change and ownership
changes. The users can access this data to create their own reports.
b. In embodiments, the system logs specific customer record events
as history records e.g., status change and ownership changes. The
users can access this data to create their own reports.
c. In embodiments, the system logs logon ID locking history that the
administrator can access and query reports from.
d. In embodiments, the system logs specific template record events as
history records e.g., status change and ownership changes. The
users can access this data to create their own reports.
[00581] There may be additional features that the embodiments of the
disclosed architecture may support such as the examples which follow:
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Reporting - New Feature Set
NFS # Function Description
NFS 14 Toll-free Currently, toll-free provider reporting
data is not
Provider available for up to 24 hours. The
embodiments of
Dashboard the disclosed architecture should provide
to its
users the ability to obtain status information about
is numbers, number statuses, recent activity, and
other relevant information in near real time. This
should be done via a feature called the toll-free
provider dashboard.
[00582] The system will provide a platform for Analytics of TFMP data and
usage. The Analytics platform should be flexible in providing some canned
analytics as
well as to allow the user to define and produce analytics on an ad hoc basis.
The
analytics should be able to be reports on current day actions as well as
historical actions.
Categories of analytic reports are:
a. Individual toll-free Provider specific information on usage, TFNs,
activity
b_ All or multiple selected toll-free providers information on usage,
TFNs, activity
c. SCP activity
d. System performance information
[00583] hi embodiments, the system is architected, designed, and implemented
with security as a key attribute. The system shall ensure the confidentiality,
integrity, and
availability of information assets. Controls will be implemented that protect
IP and data
against unauthorized use, disclosure, transfer, modification, or destruction.
Measures will
be implemented such that legitimate users continue to have access to the
system for the
expected services levels. The security functionality will address two
perspectives. One is
the potential security threats and types of attacks that may be targeted at
the system or
service. The other is a framework for a systematic analysis of the measures
available to
protect the system or service from attack. One is the potential security
threats and types
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of attacks that may be targeted at embodiments of the system or service. The
other is a
framework for a systematic analysis of the measures available to protect
embodiments of
the system or service from attack.
1005841 All aspects of a system, including the physical plant and facilities,
operating system and application software, signaling interfaces and protocols,
operations
interfaces for configuration, surveillance, and administration, and data
storage and
processing functions, have security vulnerabilities that could potentially be
exploited.
[00585] At a high-level, the security threats include: damage or destruction
of
information and/or other system or service resources, corruption or
modification of
information, illicit use, theft, or removal of information and/or other system
or service
resources, disclosure of information, and denial or interruption of services.
[00586] A security framework identifies the aspects of a system or service
that
require security and the methods available to address the security threats for
each. From a
security perspective, a system or service can be viewed as consisting of User,
Control and
Management planes. Each plane includes infrastructure, services, and
application layers.
[00587] Security services provide capabilities to prevent attacks. At each
plane
and layer, one or more of the following example security services may be
applicable:
Service I Description _____
Authentication Authentication is used to validate the identity presented
or asserted
by an entity attempting to initiate communications with a system or
service or identified as the source of data presented as input to a
system or service. Peer entity authentication occurs at the initiation,
or potentially during, communication between entities.
Authentication can be one-way or mutual. Data origin
authentication attempts to verify the source of data.
Access Control Access control is used to protect against unauthorized
access to
system resources, including functional components, stored
information, information flows, services, and applications. Role-
Based Access Control (RBAC) is a mechanism to provide different
levels of authorization based on the entity attempting to gain access
and the function or information to be accessed. RBAC is
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configured based upon the designated role or job function of the
entity accessing the system
Data Data confidentiality prevents unauthorized disclosure
of data.
Confidentiality Mechanisms for data confidentiality apply for data
stored by a i
system and data as it is being transferred from or to a system.
Confidentiality can apply for selected fields of data as well as I
protect information that can be derived from observation of traffic
flows
Integrity Data integrity focuses on modification, insertion,
deletion, and
replay of data. Like confidentiality, data integrity can apply for
stored data, data as it is transferred, and for selected data elements
or fields. Data integrity mechanisms may include capabilities for !
data recovery.
Non-repudiation & Non-repudiation provides a means to verify the entity
involved in
Logging messages or data exchanges or responsible for
activities performed
by the system. A receiver of data can be provided with proof of
origin of the message, while a sender can be provided with proof of i
receipt. Audits and logs support non-repudiation for access to
embodiments of the system and actions taken by users.
Communication Communication security ensures that information is
exchanged
Security only between authorized endpoints and is not diverted
or
intercepted
Availability Security measures associated with availability may be
intended to
ensure there is no denial of authorized access to system
functionality and stored information due to events impacting the
system
Privacy Sensitive information about a system and its users
should be i
protected. Privacy is concerned with protecting information so that
it cannot be gathered through network observation or other means.
Requirements - Minimal Feature Set
MFS Sub Function Description
MFS 39 Authentication & = The system shall require authenticated
identity to
Access Controls allow access to the system.
= The system shall use role-based permissions to
control access to system functions and data.
= The system shall support the modification of user
credentials via automated password reset as well as
Password reset from a system help desk.
= The system will support user ID locking/unlocking
for reasons typically such as non-payment or 6
months of non-use_
= The system shall allow an authorized TFMP
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Administrator to perform the following functions:
o Remove a lock from a specific user ID(s)
o Manually lock a specific user ID(s)
o Manually exempt a specific user 1D(s) from being
automatically locked
= The system shall automatically close user sessions
due to an extended period of inactivity. The system
will provide capability to configure the 'inactive
time' after which user sessions are closed.
= The system shall support capabilities to detect,
provide notification and proactively manage a
potential DoS (Denial of Service) attack.
= The system shall track login account type and
permissions by interface.
MFS 40 Data = The system shall restrict the access and
display of
Confidentiality, stored data to maintain data
confidentiality based on
Integrity and authenticated and authorized identity.
Availability
= The system shall use firewalls and virus protection
software to protect against corrupt or malicious
software.
= The system shall ensure information integrity,
accuracy and consistency is maintained over its life
cycle. Information cannot be modified in an
unauthorized or undetected manner.
= The system shall be available when it is needed. This
means the system with its data, security controls and
communication channels must be functioning
correctly at all times as specified by the SLAs.
MFS 41 Communication = The system shall provide for encryption
for data
Security transferred across interfaces that cross
trust domain
boundaries.
= All sensitive information will be protected with
transmission encryption.
MFS 42 Non-repudiation & = The system will generate a log message for actions
Logging taken by users that identify the user,
the interface, the
action taken and parameters provided by the user, and
the date and time.
= The system will log all potential, suspected or know
security incidents. The system must be able to
integrate with Incident management tools.
MFS 43 Password policy = The system shall allow for configurable
password
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compliance rules and will force users to change passwords
periodically and enforce minimum password strength
requirements.
= The system shall encrypt all passwords.
MFS 44 Role Based Access Create, Manage, Assign roles to users including RO's,
Control Carriers, SCP 0/0, Ops.
Permissions will be based upon Roles.
MFS 45 Support Tariff There is proprietary info per a tariff that needs
to be
Requirements maintained such as logon ID codes, list of
customers,
CPRs information & other related information capable of
being displayed in tabular form
MFS 56 Audit The system shall maintain audit trail of all
transactions
requirements that result in access, modification and/or
deletion of
information. The audit trail should have the following
minimum information
= Type of event
= Date time of event
= Source of the event
= Outcome of the event
= Identity of user/subject associated with the event
Audit logs must be read-only and protected from
unauthorized access.
MFS 57 Physical Security The system shall be housed in a secure facility with
physical safeguards and access controls. Unauthorized
access to the facility housing the system will not be
permitted.
MFS 58 Vulnerability = The system shall expect security patches
(application
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Management and infrastructure software included)
to be applied on
a regular basis. And should be architected to minimize
downtime during these events.
= Application code will be regularly scanned with at
least one static code analysis tool to ensure good
security practices are being followed.
= All assets will be regularly scanned to ensure no
malware or trojans are present.
= A proactive threat management solution (e.g.: SIEM)
shall be implemented to identify threats and manage
compliance
MFS 59 Backup and = The system shall be architected to
continue
Disaster Recovery functioning even in case of a disaster
at its primary
site.
= The system and its data will be regularly stored at an
off-site location. Backup mechanism and procedures
should be developed, documented and implemented
as part of the solution.
1005881 There may be additional features the embodiments of the disclosed
architecture may support such as the examples that follow:
r--
1 system Security - New Feature Set __
NFS # Function Description
NFS 15 Single Sign-on In embodiments, the system may
authenticate the
source for all attempts to access embodiments of I
the system via multi-factor authentication_
Methods include, but may be not limited to items
such as a certificate provided by a credentialing
authority, a login Ill and password or other known
approaches.
NFS 16 Self-Serve Provide the ability for self-service
password resets
Password Reset and the ability to unlock logon IDs when
all issues
with it have been resolved without Help desk
intervention.
NFS 17 Additional User Allow a toll-free provider the ability
to identify a 1
Management "super user" ID for their organization
and allow
the super user additional capabilities in managing
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the users under this provider. These capabilities
could include, but may be not limited to:
= Deactivating user IDs
= Activating user IDs
= Resetting passwords
= Restricting access (i.e., can search, but not
reserve, cannot modify an existing record, can
only search and not create customer records,
1005891 Some primary functions provided by the embodiments of the disclosed
architecture include the ability to search for and reserve toll-free numbers
and provision
customer records that may be uploaded to SCPs to enable toll-free service.
This can be
done via an online interface (HUT) as well as by a machine-to-machine (API)
interface.
These interfaces allow manual and mechanized access to embodiments of the
system for
these functions such as those that follow:
Requirements - Minimal Feature Set
MFS # Sub Function ___ Description
MFS Number Online ability to provide all the user functionality
1
47 Administration described in the Number Administration section of
I
; this document.
; MFS Customer Record Online ability to provide all the user
functionality
48 described in the Customer Record Administration
= section of this document.
MFS System Online ability to provide all the user functionality
i 49 Administration needed to perform embodiments of the system
. administration functions of this system. ___________
MFS Reporting Online ability to provide all the user functionality
50 .= ; described in the Reporting section of this
document.
Requirements - New Feature Set
MFS # Sub Function 1 Description
NFS 19 i Single Sign-on I Allow the ability for a user to login once and
have
i access to any and all areas of the system that they
I have permission to access without a separate login.
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"-NFS 20 : Ease Of Use The user and administrator interfaces should
be
designed in such a way as to provide an easy and
intuitive interface for users. Considerations should
include, but are not limited to:
= Prompts for entries
= Intuitive defaults based upon user
characteristics. 1
= Suggestive entries based upon previous user
actions.
[00590] The embodiments of the disclosed architecture may include a Web
Services API for functionality supported in the Human User Interface (HUT).
[00591] The Human User Interface (HUT) provides user interface functions to
the human users to access the system. The Hill may be accessed by many types
of users.
For example, a user can be administrator, a toll-free service provider user,
SCP
administrator, and network manager. Access to the HUI functions by a user can
depend
on the security permissions that have been assigned for the user by the
administrator.
[00592] The HUT provides the following logical groups of functions which can
be accessed by a user: User Profile and Security Administration; Number
Administration
Customer Record Administration; SCP Management; Reports; and Administration
[00593] The administrator and/or others may use the user profile and security
administration functions provided by the HUI to protect embodiments of the
system data
from being viewed or updated/deleted by unauthorized users. The user profile
and
security administration grants permissions to different groups of users to
access
embodiments of the system to create, view, update and activate certain
functions. The
system can implement a role-based access control mechanism.
[00594] The HUI provides functions to perform number search, reserve or
cancel reservation for one or more toll-free numbers, change parameters
associated with
already reserved numbers, and query numbers for determining the number status
and
other number administration parameters. The HUT interacts with the "Number
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Administration Requirements" functional area to perform the number
administration
functions.
[00595] The HUI interacts with the "Customer Record Administration"
functional area to perform the functions described in this section.
[00596] The CAD function is used to enter the date and time for the toll-free
number service, subscriber/customer information for the toll-free number, the
Areas of
Service (AOS) to be supported for the toll-free number, the carriers that, and
others can
be used to route calls to the toll-free number, and other associated service
data for the
toll-free number.
[00597] An example CAD can be associated with a Call Processing Record
(CPR) for complex call routing data and can be associated with a Labels
Definition
(LAD) record for additional complex call routing data that is entered on the
CPR.
[00598] The HUI interacts with the "SCP Management Requirements"
functional area to perform the Service Control Point administration and
network
management functions.
[00599] The administrator or other toll-free service provider's users can
request the Scheduled and On-demand reports via the Report Request function of
the
HUI. The HUI interacts with the "Reporting Requirements" functional area to
perform
RRR request.
[00600] The disclosed embodiment Administration functions of the HUI may
be used for Bulletin Board Messages, System Processing Options (SPO) and
Downtime/Default Effective Time for CR (DDT). An Administrative Console may
facilitate the system administrators and Help Desk personnel administrative
functions for
managing the system.
[00601] There may be additional features the embodiments of the disclosed
architecture may support such as the examples that follow:
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Administration Features Requirements - New Feature Set __
NFS # Function Description
! NFS 18 Click to Chat 1
Enable end users to quickly contact a support ,
representative through the user interface. This
feature can provide an immediate channel to a
support representative.
_______________________________________________________________________ 1
[00602] The API interface 4600 operates as a liaison between the toll-free
service provider client systems (CS) 4602 and the disclosed embodiment
(disclosed
embodiments), thereby providing a mechanism through which interactions between
the
client systems 4604 and embodiments of the architecture can take place. The
API
interface 4612 may, for example, be used by Customer Record Administration
4608 and
Number Administration 4610 components of the disclosed embodiment on one end,
and
the toll-free service provider client systems on the other end. This
interaction is
schematically illustrated in Figure 46.
[00603] It is expected that disclosed embodiments can define a REST/SOAP
API for machine interfaces. There is a current Mechanized Generic Interface
(MGI)
interface that supports many of our customers today and the embodiments of the

disclosed architecture according to embodiments. The MGI interface is being
used across
the network by all client systems and there has to be backward compatibility.
The move
from MGI to an API interface cannot be overnight and has to be phased
accordingly. The
MGI Interface specification is available in SR 4592 MGI Interface
specification.
[006041 In embodiments, the system provided alerts for certain situations.
These alerts can be in the form of emails or via a logon notification or a
console alert.
Examples of these alerts may include:
Requirements - Minimal Feature Set
MFS # Sub Function Description
MFS 51 API notifications The system may support notifications back to
the user when background functionality is
completed.
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MFS 52 SCP queuing If queue builds for a specific SCP toll-free
service providers cannot see the confirmation
of download and can tend to resend the CRs;
an alert is sent to notify the community that
the SCP is queuing. Not automated in current
system.
MFS 53 Report availability Notification to user that a report is available
MFS 54 System outage Inform users when embodiments of the
notifications .. system can be down for scheduled
maintenance.
MFS 55 New feature or Let the users know that functionality is
functionality available.
notification
[00605] This section provides a summary of characteristics of reference data.
This need not define the absolute data needs, but can provide some insight
into the data
stored and used.
[00606] Reference Data may fall into the following categories:
a. Network Administration reference data - primarily used to
construct and/or validate Customer Records
b. CCS Network Information is used to identify the CCS network
served by the SCPs
c. LATA to CCS Network Mapping is used to determine which
networks and their SCPs can receive customer records for a
specified LATA as the area-of-service
d. NPA to CCS Network Mapping is used to determine which CCS
networks and their SCPs can receive customer records for a
specified NPA as the area-of-service
e. Network Allowed Carriers is used to identify a subset of CICs that
may be supported by a CCS network
f. NPA-NXX to LATA Information is used as reference data of
NPA-NXXs in LATAs and the association with an Operating
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Company Number (OCN) code, Company Code (CO), and
Effective Date
[00607] General reference data about each telecommunications carrier that may
be involved in carrying toll-free calls and might thus be an involved carrier
included in
the CRs of various toll-free service providers:
a. Carrier Information
b. Toll-free service providers and associated carriers
c. Carrier Agreements with Entities For CR Input
d. Entity Agreements with Carriers for CR Input
[00608] IntraLATA carrier management reference data ____________ Used to
support
Local-Exchange Carriers (LECs) and other network service providers with the
capability
to control and/or manage the use of their networks for IntraLATA toll-free
calls to a
destination POTS number that terminates on their network include:
a. Carrier Operating Company Numbers
b. Network Provider-SCP Owner/Operator Company Codes
c. Network Provider-SCP Owner/Operator Carrier Agreements
d. Network Provider-SCP Owner/Operator IntraLATA Agreements
e. Network Provider-SCP Owner/Operator IntraLATA Exceptions
f. Carrier IntraLATA Agreements
g. Carrier IntraLATA Exceptions
h. Toll-free Service Providers Allowed Carriers
i_ Toll-free Service Providers Disallowed Carriers
j. Non-Functional Requirements
[00609] In order to run a system, there is a need to understand the
performance
requirements of embodiments of the system and the processing throughput. This
includes
embodiments of the system availability needs as well as the capacity and
performance
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requirements. The performance of the system must meet or exceed the
performance of the
existing legacy system for all parameters described in this section.
[00610] This section addresses the expected availability of the disclosed
embodiment. The approach used for this section is based on industry standards
related to
availability.
[00611] This section establishes an understanding of terminology and establish

context in this area in order to provide clear requirements regarding the
reliability of the
disclosed embodiment. A defined time period is needed to support an
availability
measurement. A typical calculation involves setting an availability objective
or
determining the actual availability of a system or service over a year. It may
be necessary
to identify exclusions from the time period, such as planned periods when it
is known that
embodiments of the system or service cannot be available. It can also be
specified that
unexpected circumstances that would impact availability, such as excessive
demand,
unusual operating conditions, or unexpected or disastrous events (e.g.,
earthquake, fire
etc.) may be to be excluded from availability calculations.
[00612] Discussion related to availability often involves a number of 9s,
i.e.,
"five 9s" availability. This refers to an availability objective or
measurement of 99.999%.
Applied for a year, this means the availability subject can provide the
expected
functionality across the given domain for 525594.744 minutes and therefore not
be
available to provide the expected functionality across the given domain for
5.256 minutes
during the year.
Availability: Definition
Rating UnPlanned Planned
Very Good Fewer than 61.32 hours* Fewer than 200 hours
(99.3%)
Outstanding Fewer than 26.28 hours* Fewer than 50 hours
(99.7%)
Best in Class Fewer than 4.38 hours* Fewer than 12 hours
(99.95)
Continuous Availability Zero (100%) Zero (100%)
By definition, continuous availability is 100% IT service uptime ;
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r Based on 24/365 or 8,760 hours/year scheduled uptime
[00613] When considering availability requirements, it is necessary to
understand the functions it provides and its overall role in supporting toll-
free service.
Certain functions of the system, namely Number Administration, Customer Record

Administration, and SCP Management, may be essential for supporting toll-free
service.
More specifically, the expected functions of embodiments of the system when it
is
available may be to:
a. Receive and process number search/reserve requests and customer
record input and update requests;
b. Administer statuses for toll-free numbers and customer records
based on user actions, effective dates and process rules applied by
the system; and
c. Download customer record information to SCPs.
The disclosed embodiment may be considered an operations system_ Unlike an
SCP, it is not involved in real-time routing of toll-free calls. If this were
not
functioning, callers would still be able to make toll-free calls and the calls
would
be routed to the correct toll-free service subscriber. In embodiments, the
system
does, however, provide "real-time" services (such as toll-free number and
customer record administration) to toll-free service providers. An additional
consideration is that access to toll-free numbers may be provided to all users

equally so that one toll-free service provider entity does not gain a
competitive
advantage over others for reserving desirable numbers. This underscores the
importance of consistent availability across user interfaces.
Category Service Requirement
Availability Unscheduled downtime for core Best-in-class availability
defined
functions and interfaces. Core as 99.95% (fewer than 262.8
functions are Number
minutes down per year, measured
Administration, Customer monthly)
Record Administration, SCP
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Management and any support
functions that these core
functions depend on (i.e.,
Authentication & Authorization)
Unscheduled downtime for all Very good availability defined as
non-core functions. Non-core 99.50% - (fewer than 2620.8
functions can be identified as minutes down per year, measured
any function not identified as a monthly)
core function (i.e., Reports,
Billing).
Scheduled downtime for all Not to exceed on average 4 hours
functions and interfaces per month
[00614] In embodiments, the system may also allow time and processing for
the loading of industry reference data during routine maintenance windows.
[00615] Business continuity encompasses the strategic and tactical capability
of the organization to plan for and respond to incidents and business
disruptions in order
to continue business operations at an acceptable predefined level.
[00616] Disaster recovery capabilities include the strategies and plans for
recovering and restoring the organizations technological infrastructure and
capabilities
after a major system failure.
[00617] It may be necessary to establish objectives for unusual external
events
like earthquake or fire and non-routine activities like major infrastructure
upgrades or
transitions to new platforms. Overall solution design, including operations
processes and
procedures, may be needed to maintain business continuity during unusual
circumstances
and recover from disasters. Solution design considerations for business
continuity and
disaster recovery include geographic redundancy for solution components,
deployment of
backup systems and capabilities, and selection of the sites where equipment
and
operating personnel may be located.
[00618] A pictorial view of a disaster recovery scenario is illustrated in
Figure
47 at 4700.
Category ____________ Service I Requirement
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Resiliency System Recovery Time Less than two (2) hours
Objective (RTO) ¨ Restore
after a disaster or major
disruption
System Recovery Point 15 minutes
Objective (RPO) ¨ Maximum
tolerable period in which data
can be lost
Transaction error rate Less than 0.001%
percentage of transactions that
may be not successful for any
reason
[00619] In embodiments, the system can facilitate the required optimal use of
disaster recovery sites and expenses such that analytics or other non-critical
workloads
can be run out of a warm/hot DR site, thus avoiding "Cold DR."
Redundant/disaster
recovery site may be greater than 100 miles away (range listed in ISO 27001 as
30 to 100
miles)
[00620] Capacity planning involves a judgment regarding the anticipated usage
of the functions of a system and a correlation to embodiments of the system
resources
needed to support the anticipated usage of a function. Based on the usage
forecast, the
quantity of each system resource needed to meet the demand is determined.
Capacity is
directly related to performance. If load or demand surpasses the level used to
plan
capacity, system resources can become overloaded and the ability of
embodiments of the
system to provide its intended function is likely to degrade. Once a system is
operational,
capacity management is a continuous operational process. Usage and performance
may
be monitored to recognize trends and capacity resource quantities may be
adjusted
accordingly. The objective is to maintain system performance and efficient use
of
resources as usage and demand change.
[00621] There may be a number of components that provide the resources
needed to support the functionality provided by a system. Depending on
embodiments of
the system resource, capacity is expressed as a fixed size or quantity, or in
terms of the
demand, load, or usage the resource is expected to support. Capacity related
to system
usage is generally planned based on the average period of largest usage of the
system,
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taking into account the cost of system resources, the probability of excessive
usage
beyond the average peak, and the impact of degraded performance when the
anticipated
peak is exceeded. For example, there may be three main areas for which the
capacity may
be considered as indicated in the following table:
system Areas Description
Processing A system needs sufficient processing capacity to support
usage of
required functions. To quantify processing capacity requirements,
it is necessary to determine the tasks that may be performed to
support the functionality provided by embodiments of the system
and quantify the relative processing capacity needed for each one.
A complicated task can use more processing resources as compared
to a simple task. Using forecasts of the volume and frequency of
each task, a determination can be made regarding how much
processing capacity is needed.
Memory There may be a number of uses for system memory. Memory is
needed to support real-time system processing, including storage
for embodiments of the system software. Additional memory is
needed for storage of data used by the system.
Types of data used by a system include:
= Configuration data that facilitates users to access
embodiments of the system and controls how embodiments
of the system operate.
= Functional data that is entered by users and manipulated by
the system.
= Reference data that provides information used to support
each system function.
= Historical data such as log files retained by the system.
Interfaces Systems include interfaces for users to access the
functionality of
embodiments of the system and for embodiments of the system to
exchange information with other systems. It is important to
understand the types and quantity of interfaces a system is
expected to support to determine embodiments of the system
hardware and software resources required.
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1006221 In order to understand the system capacity requirements some current
metrics having to do with capacity and utilization are provided (Figures 48-
51).
[00623] Capacity related to system usage is generally planned based on the
average period of largest usage, taking into account the probability of
excessive usage
beyond the average peak, as well as the impact of degraded performance when
the
anticipated peak is exceeded. The following assumptions were made when
developing the
capacity and performance requirements. In embodiments, the performance of the
system
may meet or exceed the performance of the current system for parameters:
a. The initial processing capacity for the system can be engineered to
include capacity for growth of 20% YOY.
b. The system must be able to deliver burstable capacity.
c. Assuming 7,988,500 usable toll-free numbers per NPA and 8 toll-
free NPAs, the system must be engineered to maintain data for
roughly 64 million usable toll-free numbers.
d. During peak usage periods, assume 25% of user logins are logged
in.
e. It is assumed the system will have the capacity to support
interfaces to 30 SCPs minimally.
Transaction Data¨ April 2015
Transaction Type Hourly Peak Hour Peak Hour Volume
Average
Number Search 2,234,000 22 5,700,000***
Number Reserve 13,900 23 51,000***
Number Spare 3,500 23 72,000 ***
Customer Record Updates 6,360 20 31,600
*** Because a large volume of toll-free numbers are spared in hour 23, many
toll-free
service providers execute automated scripts to search and reserve for numbers
that have
just been spared.
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Category Service Current Capacity
Requirement
Capacity # Toll-Free Numbers 40 million 64 million
# Toll-Free Providers 450 600
# SCP Owner/Operator 22 30
Interfaces
# Customer Records 128 million 192 million
# Online User 16,250 users 24,360 users
# Concurrent Online 4,875 users 6,090 users
User Sessions
Toll-free Number Capacity - Minimal Feature Set
MFS # Function Description
MFS 60 Toll-free The volume of toll free numbers, currently at 40
Number million, are growing by an average 180,000
per
Capacity month. This growth will continue as the
system
must be scaled to be able to be able to handle this
growth as an expected activity.
Category Service Level Average Volume Peak Hour
Requirement Volume
Requirement
Performance Search transactions 2.5 million per hour 6.0 million
per
(all types) hour
Number Reservation 14,000 per hour 51,000 per
transactions hour
Number Spare 3,500 per hour 72,000 per
transactions hour
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Customer Record 6,500 per hour 31,500 per
Updates hour
# SCP Updated 20/second 30/second
Customer Record
downloads
Capacity & Performance - New Feature Set
MFS # Function Description
NFS 21 Extreme system In the event of an extreme system usage
situation
(i.e. NPA code opening) the system must be able to
usage situation
quickly scale up to handle up to four times (4X) the
normal peak usage period.
To illustrate extreme usage, in once case during the
opening of toll-free NPA 844, a peak of 77, 000
transactions per minute were received.
[00624] Usage measurement and monitoring is required to provide fair and
equal system access to all toll-free service providers. In order to do that,
the system may
measure, monitor, and alert the system usage for any instances where one
provider's
utilization is at a point where it is impacting the other provider's use of
the system. The
measurements must be on a toll-free service provider level.
Usage Measurement and Monitoring- Minimal Feature Set
MFS # Function Description
MFS 38 Usage The system can must measure, monitor, and
alert
Measurement & for any instances where one provider's
utilization
Monitoring is at a point where it is impacting the
other
provider's use of the system. The measurements
must be on a on a toll-free service provider level
The alerting level should be a configurable setting
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1 in the system.
[00625] Reference data may be required to represent routing and numbering in
the POTS network and the service areas supported by SCP 0/0 networks. The
information provides the relationships between SCP 0/0 CCS networks and the
LATAs,
NPAs and NPA-NXXs each network serves and is used to validate the information
in
customer records. There may be 8 CCS networks supported by the system.
[00626] There are 164 LATAs in the NANP, roughly 380 NPAs in use or
planned for use for POTS call routing, and roughly 160,000 NPA-NXXs assigned
to
central offices for call routing.
[00627] The system can provide memory capacity for the reference data
needed to capture the relationships between States, LATAs, NPAs, and NPA-NXXs
required to represent the POTS network.
[00628] The system can provide memory capacity for the reference data
required to represent the network relationships supported by each SCP 0/0 CCS
network.
[00629] The system must also allow time and processing for the loading of
industry reference data during routine maintenance windows.
[00630] In embodiments of the system, functional data is the data required by
each function supported by the system. The system maintains functional data
for each
NPA-NX.X within a toll-free NPA and each toll-free number with each NPA-NXX.
Currently, the toll-free NPAs 800, 888, 877, 866, 855, and 844 are open and
NPA 833 is
anticipated to open in 2017, making a total of 7 toll-free NPAs. Note that 822
and 889
are also reserved as a potential future toll-free NPAs.
[00631] For each toll-free NPA, NXXs 000 ¨ 199, 911, and 555 are not used.
Additionally, in NXX 250, XXXX numbers 0000 ¨ 1499 are not used. This results
in
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7,988,500 toll-free numbers per NPA. Assuming 8 toll-free NPA, the system will
need to
maintain data for roughly 64 million toll-free numbers.
1006321 In embodiments of the system, initial minimum memory capacity for
the data required to support 64 million toll-free numbers. Toll-free service
is enabled
when a toll-free number is reserved by a toll-free service provider, a
customer record is
provisioned against the number, and information from the record is downloaded
to SCPs.
Numbers that are not currently controlled by a toll-free service provider
(i.e., numbers in
SPARE status) and numbers not available for toll-free service (i.e., numbers
in
UNAVAILABLE status) do not have customer records. Customer records are
provisioned in advance of an effective date, and the system maintains current
and
pending customer records, so it is possible for multiple customer records to
be associated
with a number.
1006331 A percentage of toll-free numbers will be in SPARE status and
therefore not have an associated customer record. Additionally, many working
numbers
have not had changes to the provided toll-free service and therefore have a
single active
customer record. However, some numbers may have an active and pending customer

record, and old records are stored by the system for a period of time. For the
purposes of
capacity planning and to account for the differences in size between simple
and complex
customer records, it is assumed that there is an average of 2 customer records
per toll-free
number. Therefore, the system will need to maintain 128 million customer
records.
1006341 The system can provide initial minimum memory capacity for the data
required to support 128 million customer records.
[006351 During peak usage periods, 25% of user logins are logged into the
system. The system must provide capacity for 16,250 login IDs and anticipating
30%
peak concurrent usage, capacity for 4,875 concurrent HUT sessions. Note that
not all
users who are logged into the system will be actively and continuously sending
requests
to the system.
1006361 During a time of extreme usage, such as the opening of a new toll-free

NPA, there will a significant increase in the number of concurrent sessions.
In the event
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of an extreme system usage situation the system should be able to quickly
scale up to
handle up to four times (4X) the normal peak usage period.
[00637] Instantaneous response time is the time for a response when
performing an action regarding objects on the screen, such as using a mouse to
select on
an on-screen object or drag a scroll bar.
[00638] When a human user takes an action related to an object on a screen,
the system can provide an initial acknowledgment response in 0.1 - 0.2
seconds.
[00639] When a human user takes action to request an operation or execute a
command requiring system process of the request, the system can provide a
response in
0.5 - 1 second.
[00640] A feedback response provides information regarding the progress or
completion of a requested action.
[00641] For transactions that take longer than 5 seconds ¨ the system will
provide the user feedback that the transaction has been accepted and that the
response
will be available at a later time.
[00642] In embodiments, the system can provide an API interface for machine-
to-machine transaction processing. The system can provide resources to support
having
API connections from each toll-free Providers (number of expected providers
defined
above).
[00643] The system can minimally have the capacity to support interfaces to 30

SCPs at launch with the ability to add more as the number of users grow.
[00644] The table below presents example minimum data rates for the SCP
interface as stated in Section 4.2.2 of TM-798. The performance of the system
may meet
or exceed the performance of the current system for all parameters described
in this
section.
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Minimum Non-Peak Data Rates for SCP Interface from TM-798
Transaction Size /Data Rate
Customer Record Updates 9.6 Kbytes/CR x 20 CR/sec
Or 192 Kbytes/sec
Or 1.536 megabits/sec
Other 88 Kbytes/hour
100645] The system can provide the resources to support the data rate and
message frequency for each SCP interface as specified.
SCP Data Rates- Minimal Feature Set
MFS # Function Description
MFS 46 SCP Data Rates The system must be able to process a
minimum of I
1200 commands per minute and a minimum of 20
customer record update (UPD-UCR) commands
per second. The typical, non-peak message
frequency is roughly 1 per second
[006461 There arc four main areas of data integrity that may need to be
addressed and monitored. They are:
a. Latency: The time between when information is expected and
when it is readily available for use.
b. Accuracy: Data accuracy refers to the degree with which data
correctly represents the "real-life" objects they are intended to
represent.
c. Timeliness: Refers to the time expectation for accessibility and
availability of information. Timeliness can be measured as the
time between when information is expected and when it is readily
available for use.
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d. Consistency: Two data values drawn from separate data sets must
not conflict with each other, although consistency does not
necessarily imply correctness.
[00647] Acronyms & Glossary
Acronym Meaning
ACG Automatic Call Gapping
ACNA Access Customer Name Abbreviation
AIN Advanced Intelligent Network
AOS Area of Service (of customer record or CCS network)
ASCII American Standard Code for Information Interchange
ASLs Area-of-Service Labels
ATIS Alliance for Telecommunications Industry Solutions
BOC Bell Operating Company
CAD Customer Administrative Data (portion of Customer
Record)
CAG Carrier Agreements with Entities table
CAN Customer Notification and Approval
CAT Customer Acceptance Testing
CCP Cost Causer Pays
CCI (Mass) Carrier Change Information
CCS Common Channel Signaling (is a standards terminology)
CIC Carrier Identification Code (is an industry standard
element)
CLLI Common Language Location Identifier (is an industry
standard
element)
CLEC Competing Local Exchange Carrier
CMSDB Call Management Services Data Base
CNA Carrier Notification and Approval
CO Company Code (defined by the TPM industry data)
CO Central Office
CPR Call Processing Record
CR Customer Record
CRA Customer Record Administration
CRA/CRR Customer Record Audit/Resend
CRA&O Customer Record Activation and Output
CRB Customer Record Benchmarks
CRN Customer Record Number
CRO Customer Record Output (process of CRA)
CS Client system
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CSE Carrier Security Information
CSV , Comma Separate Variable
CVER Conversion Error
d/b/a "Doing Business As" operating units of carriers
DDT Down & Default Time
DoS Denial of Service
DIN Destination Telephone Number
E2E End-to-end system Integration Testing
BAG Entity Agreements with Carriers (for CR Input)
EAP TFN Exceptions for Approvals (for CNA process)
ECC Excessive Calling Controls
EDR Event Data Record
EDT Effective Date and Time
BID End Intercept Date
ENA Entity Notification and Approval Set-up
ENO TFN Exceptions for Notifications (for CNA process)
ENO/EAP Exception Notification and Approval (by Toll-Free
Numbers)
FA Final Acceptance
FCAPS Fault, Configuration, Accounting, Performance and
Security
management
FCC Federal Communications Commission
FM0 Future Mode of Operation
FTP File Transfer Protocol
GAN M2M (MGI) Activation Notice Control table
GNA Carrier General Notification and Approval Set-up
GUI Graphical User Interface
HH:MM:SS Hours, minutes, seconds
HPU High Priority (CR) Updates
HTML HyperText Markup Language
HUT Human User Interface
IC Inter-exchange Carrier
ICM IntraLATA Carrier Management (CIC 0110 validations)
ID Identification
ILEC Incumbent Local Exchange Carrier
INWATS Inward Wide Area Telephone Service
IOT Inter-Operability Testing
IP Internet Protocol
IPSec Internet Protocol Security
KPI Key Performance Indicators
LAD Label Definitions
LAN Local Area Network
LATA Local Access and Transport Area
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LECs Local Exchange Carriers
LERG Local Exchange Routing Guide
LSO Local Serving Office
LT Load Test
LUI Locked and Inactive User IDs
M2M Machine to Machine
MAS Mass Calling Thresholds
MCC Manual Control Request
MCP Multi-Number Customer-to-Pointer Record Conversion
MGI Mechanized Generic Interface
MHG Multi-Line Hunt Group
MNA Multi-Number Automation
MND Multi-Dial Number Disconnect
MNL Master Number List (supported TF NPANXX domain of an SCP)
MoP Methods of Procedures
M&P Methods and Procedures
MRO Multi-Dial Number Resp Org Change
MRT Migration Regression Test
MTBF Mean Time Before Failure
MI-1R Mean Time To Repair
NA Number Administration
NAC Network Allowed Carriers table
NANP North American Numbering Plan
NCA Network Provider-SC? Owner/Operator Carrier Agreements table
NCC Network Provider-SC? Owner/Operator Company Codes
NCN NPA to CCS Network Mapping table
NDA Non-Disclosure Agreement
NET CCS Network Information table
NFY Notify (CNA action indicator value)
NGN Next Generation Networks
NLA Network Provider-SCP Owner/Operator IntraLATA Agreements table
NLE Network Provider-SCP Owner/Operator IntraLATA Exceptions table
NMC Network Management Center or
NMC Network Management Class (a)k/a Threshold Level Class)
NOC Network Operation Center
NOF Carrier Notification
NON No notification (CNA action indicator value)
NPA Numbering Plan Area
NPANXX The leading 6-digits of a 10-digit NANP telephone number
NRC Network Management Report Control
NRL Network Management Report Limits
NXL NPA-NXX to LATA Information table
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NXX The 4th through 6th digits of a NANP Telephone number
OAM&P Operations, Administration, Maintenance and Provisioning
OCN Operating Company Numbers
OEI Other External Interfaces
ORC Resp Org Control
ORG Resp Org Info
OSI Open systems Interconnect
PAD Pointer Administrative Data
PM0 Present Mode of Operation
POTS Plain Old Telephone Service
PR Pointer Record
PRC SCP Report Control
PRL SCP Exception Report Control
PSTN Public Switched Telephone Network
RA Require approval (CNA action indicator value)
RAC Resp Org Allowed Carriers (reference data table)
RAO Revenue Accounting Office
RAT Revenue Assurance Test
RBAC Role Based Access Control
RDC Resp Org Disallowed Carriers (reference data table)
Resp Org
(RO) Responsible Organization
RM Removal of Invalid 6-Digits in AOS Labels
ROC Resp Org Associated Carriers for View (reference data table)
ROI (Mass) Resp Org Change Information (ROT)
ROP Resp Org Profile
RRR Report Request Reports
RSP-RCU Response to Customer Record Update message (SMS-SCP interface)
RSP-ROR Response to Update Resp Org message (SMS-SCP interface)
RSS Rich Site Summary
SAP/DAP Summary and Detail of Carrier Approval Status
SCCP Signaling Connection Control Part
SCP Service Control Point
SCP-M Service Control Point Management
SCP 0/0 Service Control Point Owner/Operator
SEC/SLID Security Control/Security User Data
SEP Security Parameters
SFG Simulated Facility Group
SID SCP ID Definition
SLA Service Level Agreement
SMS Short Message Service
SMS/800 Service Management system/800
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SPO System Processing Options
SR Special Report
SRC SMS Administration Report Control
SS7 Signaling System 7
SSP Service Switching Point
STD Security Terminal Data
STN Screening Telephone Number
STP Signaling Transfer Point
SUD Security User Data
TAD Template Administrative Data (portion of a Template Record)
TAL Template Allocation Limits
TCP Transmission Control Protocol
TF Toll Free
TFN Toll-Free Number
TLC Threshold Level Class
TM-798 The - SCP/CMSDB Interface Specification
TLS Transport Layer Security
TPM Terminating Point Master
TR Template Record
TRA Telecom Routing Administration
UAL User Application Layer
UC Use Case
Advanced Intelligent Mechanism used with the Signaling system 7 to provide
Network (AIN) advanced call routing arid processing
Area of Service (AOS) Area from which a toll-free number can receive calls
Billing Capability of the system to provide information required
to
calculate monthly bills
Carrier Provider of telephone service, operator of a network
that
processes telephone calls
Customer Record Defines routing of calls to a toll-free number,
provisioned in
the system and uploaded to SCPs
Customer Record Supports entry and update of customer records associated
Administration with a toll-free number
Local Access and Geographic area of service for a local carrier
Transport Area (LATA)
Local Exchange End-office switching system in the telephone company
network that provides service to telephone subscribers
Number Administration Supports search, reserve, query and update of toll-free
numbers and maintains number statuses
North American Standard that describes the format and use of telephone
Numbering Plan (NANP) numbers
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Number portability Ability to move the service associated with a
telephone
number from one carrier to another
Query Request for the system to provide information
about a
number
Reporting Capability of the system to provide data to users
in the form
of reports
Resp Org / toll-free User of the system to obtain control of toll-free
numbers and
Provider provision customer records, sells service to toll-
free
subscribers
Search Request for the system to find toll-free numbers
that are not
controlled by a Resp Org
SCP Management Supports management of SCPs via the system
Function
Service Switching Point Local exchange switch supporting access to Signaling
System
7
- Signaling system 7 (SS7) Network architecture and protocol supporting out-of-
band
signaling for call setup and feature control
Signaling Control Point Database containing information used to route
calls and
(SCP) provide features
Service Control Point Responsible for operation of SCPs
Owner/Operator (SCP
0/0)
Signaling Transfer Point Routes Signaling System 7 messages
(STP)
Reserve Request to take control of a toll-free number,
number
becomes associated with a toll-free service provider
Tandem Switching system that provides interworking
between other
switching systems
Telephone number Identifies telephone service and the unique
network resources
dedicated to providing the service, format is NPA-NXX-
XXXX as described by the North American Numbering Plan
9 NANP)
Toll-free service Type of telephone service where calls are billed
to the
terminating subscriber, not the caller
Toll-free subscriber End-user for toll-free service, obtains service,
including an
associated toll-free number, from a toll-free service provider
User Interface Function Supports mechanized access to the system via a
machine-to-
machine interface and manual access via a human user
interface
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[00648] The toll-free telecommunications ecosystem, similar to traditional
mobile and landline networks, is evolving to employ greater usage of Internet
Protocol
(IP) communications. With this transformation, there exist opportunities to
facilitate a
delegated and managed network between toll-free service providers (referred to
as
Responsible Organizations or "ROs") and extend it to their customers to create
a peer-to-
peer toll-free network for exchanging voice, text and data.
[00649] In embodiments of the present disclosure, a trusted peer-to-peer
network is provided for toll-free communications (TFN-P2P) that allows
carriers to
engage in managed communication with each other directly to exchange toll-free

communications traffic. The Toll-free Management Platform (TFMP) 100 and its
central
registry, as described herein, may facilitate the setup, establishment and
approval
("trust") for a peer-to-peer communication channel, and may manage
authorization,
validation and approval of the peer-to-peer toll-free communication process.
[00650] In embodiments, the TFMP 100 may include methods and systems for
number administration 102, customer administration 104, call management
services 108,
texting services 110 and text registry, and a smart services registry 112, as
described
herein, for the management and operation of toll-free communications over IP.
The
TFMP may allow users to search for, receive recommendations for, and make
reservations of toll-free numbers 114 to be implemented and utilized in IP-
based toll-free
communications. A user interface may allow activating a toll-free number, for
example
through a one-click activation function 118, as described herein. Users may
access the
TFMP to create and access existing templates 120 of toll-free call routing
customer
records, and utilize a routing tree engine 122 to create customized call
routing trees for
the toll-free numbers of interest to the user, where such call routing
templates, call
routing trees, and the like include IP-based communications options. The
centralized
TFMP 100 may provide routing information for toll-free calls. This information
may be
broadly referred to as call processing records (CPRs) and commonly referred to
in the
industry as customer records, as described herein.
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[00651] Figure 52 presents a simplified call flow diagram showing the
relationship between the TFMP, Responsible Organizations, and SCPs. A toll-
free call
may be initiated by a call originator, which is then handled by a service
provider network.
The service provider network may communicate with an SCP in part to determine
information relating to call control and call routing. The SCP may communicate
with the
TFMP for further information regarding number administration, such as that
provided by
responsible organizations in call processing records and customer records. The
TFMP
may return to the SCP data relating to route provisioning or other toll-free
communication channel data to assist in routing the call to its termination
point. In
embodiments, the originator of toll-free calls (often a communication carrier)
queries
(also referred to as "dips," as described herein) a network service control
point (SCP) to
determine the destination of the call. These SCPs are network resources that
act as
proxies to the number route information (customer records) from the TFMP.
Customer
records may be broadly grouped into two categories: 1) Direct Records. These
are also
referred to as turn around records. These are basic queries that map a toll-
free number to
a carrier identifier, usually referred to as a Carrier Identification Code
(CIC Code)., ans
2) Complex Records. These are more complex routing instructions that allow for
toll-
free subscribers and service providers to create a decision tree based on
vertical features.
Examples of vertical features include time of day routing, Numbering Plan Area
codes
(NPA) based restrictions, area of service filters and carrier diversity
features. Carrier
diversity features would include, for example, the ability to have different
service
providers service the call based on call origination area of service or the
ability to switch
service providers due to network service events like heavy call traffic,
congestion, outage
or disaster.
[00652] During a typical call flow, calls originate from a local exchange
carrier
(LEC) or a mobile network operator (MNO). As shown in Figure 53, MNOs and LECs

have networks established with national communication carriers (referred to as
inter
exchange carriers (iXCs)). iXCs act as a call facilitator to deliver calls to
the destination
network, or termination service provider, and the final call termination
point. Since it
becomes an arduous task for every LEC to have a cross connect with every
destination
network, the iXCs act as intermediaries or a facade for call delivery.
However, with the
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merging of the software and communications industries and emerging IP
communication
landscape, ROs now have tools to work directly with each other, which were not

available to them previously. The TFN P2F', as described herein, facilitates
direct
connectivity between ROs and extends the concept to connect ROs directly with
their end
customers, without compromising the integrity and trust of toll-free
communications
because it is managed and secured by the functionalities of the TFMP, as
described
herein.
[00653] In embodiments of the present disclosure, there are two main
components of the TFN P2P. The first may be referred to as TFP Peer Management
&
Metadata Enrichment. This system may allow for adding additional metadata to
current
call processing records that tag numbers with the type of endpoint, and the
support for
direct connections. This information may be added to the CPRs for numbers as
an
optional parameter. The information that may be added may include, but is not
limited
to:
= RO ID
= Session Initiation Protocol / Internet Protocol Support (SIP/ IP Support)

Flag ¨ A Boolean indicator that shows the terminating service provider
and endpoint's ability to accept IP packets
= SIP/IP Uniform Resource Locator (SIP TIP URI) ¨ A E.164 or similar
numbering plan compliant resource identifier for the terminating end
point.
= SIP /IP Name Authority Pointer (NAPTR) ¨ Resource record in the DNS
system that is used to map end point or service provider servers and user
addresses.
= Peer Dip Life
= Peer Rating
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[00654] In embodiments, the peer rating indicator may be calculated based on
information provided by ROs including, but not limited to, an average cost
factor,
comparative peer performance, ease of connectivity, accounting reconciliation
requirements and call quality. This information may be further enriched with
TFMP
performance data derived from, for example, trouble tickets and help desk
information.
Data obtained from public domain (e.g., BBB ratings, DUNS information, social
media
scores) may be added to the computation used to infer an overall peer rating.
Additionally, a peer management and approval process may be provided that
tracks,
manages, approves and activates peers in the toll-free IP-based communications

ecosystem.
[00655] In embodiments, a second component of the TFN P2P may include an
Intelligent SCP. The Intelligent SCP, as used herein, may allow for a smart
dip service.
Smart dips may be structured as a series of sequential dips with increasing
fidelity in the
information provided relating to the terminating carrier. The originating
carrier, can
incrementally request for additional information from the TFMP, as shown in
Figure 54,
based on their desire and confidence level in directly peering with the
terminating carrier.
This may result in a dip cycle such as the following:
= Dip 1 ¨ Traditional Route: During the first dip, the SCP may return a CIC

code or CPR associated with the request. It may also return a flag that
informs originating carrier networks that there is a possibility for a direct
connect. The originating carrier may then validate its possibility of a
bilateral channel with the terminating carrier and initiate a second dip
(referred to here as "Dip 2").
= Dip 2 ¨ Peer Meta Data: During the second dip, the smart SCP may
provide the requestor with peer metadata that facilitates basic direct
peering with the terminating service provider.
= Dip 3 ¨ Peering Success Indicator: During the third dip, the smart SCP
may provide an average cost and quality metric based on an algorithm for
determining success probability that includes various factors including
data obtained from the TFMP (type of connectivity supported, network
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based quality data, peer rating), historical information gathered from dips
(Peer Meta data dip frequency and re-dips, dipl/dip2/dip3 ratios).
[00656] In embodiments, in order to preserve the integrity of toll-free
numbers,
a time to live parameter may be added to the peer metadata that indicates how
long this
dip is valid for direct connections. By analogy, this may be thought of as the
"shelf life"
of a given connection, during which time it is approved as having sufficient
integrity for
use in completing toll-free communications. Originator SCPs may enforce dip
life and
ensure that local cache busting occurs at the end of dip life. The SCPs may
also ensure
that data refreshes occur post dip life.
[00657] In embodiments of the present disclosure, the TFMP, as described
herein, may provide a smart data sampling and aggregation device and
aggregation cloud
for toll-free call routing, or Self Learning Toll-free Aggregator (the
"STFA"). The STFA
may provide a non-blocking sampling of the network element exhaust data that
includes
logs and other metadata that is logged by Service Control Points in Service
Provider
Networks based at least in part on a machine learning and/or a self-throttling
algorithm.
Routing information for toll-free calls may be provided by the centralized
TFMP, as
described herein. This information may be broadly referred to as a call
processing
records (CPRs) and commonly referred to in the industry as customer records.
[00658] Figure 52 presents a simplified call flow diagram showing the
relationship between the TFMP, Responsible Organizations, and SCPs. A toll-
free call
may be initiated by a call originator, which is then handled by a service
provider network.
The service provider network communicates with an SCP in part to determine
information relating to call control and call routing. The SCP may communicate
with the
TFMP for further information regarding number administration, such as that
provided by
responsible organizations in call processing records and customer records. The
TFMP
may return to the SCP data relating to route provisioning or other toll-free
communication channel data to assist in routing the call to its termination
point. In
embodiments, the originator of toll-free calls (usually a communication
carrier) queries
(also referred to as "dips," as described herein) a network service control
point (SCP) to
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determine the destination of the call. These SCPs are network resources that
act as
proxies to the number route information (customer records) from the TFMP.
During a
typical call flow, calls originate from a local exchange carrier (LEC) or a
mobile network
operator (MNO). As shown in Figures 53 and 54, call flows are depicted
included those
in which MNOs and LECs have networks established with national communication
carriers (referred to as inter exchange carriers (iXCs)). iXCs act as a call
facilitator to
deliver calls to the destination network, or termination service provider, and
the final call
termination point.
[00659] In embodiments, network SCPs may be optimized to provide fast
response times for requests and may be central to call delivery and
completion.
Typically, SCPs produce passive logging information in a standard format
similar to Call
Data Records (CDR) that is stored either locally or in a remote log server and
aggregated,
primarily for billing and charge back purposes by SCP owner/operators. This
data may
be referred to as the SCP CDR exhaust feed and may include large data sets
that typically
contain:
= Request information such as the originating Automatic Number
Identification (ANI), the originating carrier, the request type, time stamps,
and the like.
= Response information such as a Carrier Identification Code and response
status.
[00660] By analyzing SCP exhaust feeds, carriers and service providers may
gain valuable insights about their network performance, call completion status
and call
origination metrics. Service providers may also gain insight to prevent toll-
free fraud and
malicious traffic pumping and fortify their network from threats. Due to the
distributed
nature of the SCP and fragmented network operations, SCPs often work in silos
and are
restricted to operate within the carrier network. However, further high
service quality
requirements, coupled with the large data sets, make it challenging to read,
interpret and
correlate SCP exhaust data in real time.
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1006611 In embodiments of the present disclosure, the Smart Toll-Free
Aggregation (STFA), as shown in Figure 55, may provide a small footprint
wiretap that is
collocated within an SCP network. The STFA may acts as a data sniffer by
sampling
data that is spit out from the SCP data exhaust. Components of the STFA
include, but are
not limited to:
= Smart Wiretap & data queue
= Local Analytics Agent
= Machine Learning Sampling Algorithm
= Cloud aggregation network
[00662] In embodiments, the first three components may run locally in an SCP
network and/or collocated with the SCP as shown in Figure 55. In embodiments,
the
Smart Wiretap may act as an external interface for the SFTA. This component
may
either be integrated into the core libraries that make up an SCP or may be a
device that is
collocated with the SCP. It may consume SCP log messages (e.g., raw data) near
real
time, and stores this data within a distributed data queue. The Smart Wiretap
may select
log messages using selectors. These selectors may be dynamically created in
real time by
the Machine Learning Sampling Algorithm. In embodiments, a Local Analytics
Agent
(LAA) may be a consumer of the sampled wiretap data. Local analytics agents
may
perform stream pre-processing using advanced analytics functions like
map/reduce
techniques and correlation to group SCP dips by various dimensions, including,
but not
limited to, dimensions such as:
= Aggregate dips by originating number
= Aggregate dips by originating AOS
= Aggregate dips by destination number
= Aggregate dips by originating device type
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[00663] The sampling algorithm may determine the type and frequency of
summarization. Once the local summarization is complete, the machine learning
algorithm may determine the time to live for sampled raw data. The Local
Analytic
Agent may store the summarization in a local store and/or compress and share
anonymized/masked summary information with a cloud aggregation network.
[00664] In embodiments, the Machine Learning Sampling Algorithm (MLSA)
and Local Store may perform real time computation to determine statistical
sufficiency of
incoming data and to forecast trends and patterns in analytic usage. The
amount of data
and level of sampling required for statistical significance may be determined
by the
MLSA using factors that include, but are not limited to:
= Data Intelligence provided by the toll-free aggregation cloud.
= Real time toll-free metrics: The MLSA may measure the network load
and resource utilization and dynamically adjust the collection frequency
and sampling rate by the LAAs.
= Historical Toll-free Trending: The MLSA's local in-memory database
may track a graph of various SCP activities, including but not limited to,
call volume, traditional call volume spikes (e.g., April 30th), seasonality
(e.g., the week of Christmas), customer events (e.g., toll-free NPA new
code release), and throttle sampling to account, and adjust for spikes.
[00665] In embodiments, the toll-free aggregation cloud may act as a task
manager for distributed LAAs in carrier SCP networks as well as an integrated
intelligence and reporting platform. The toll-free aggregation cloud may be
comprised
of toll-free intelligence, and a reporting functionality for trend analysis
and prediction, as
shown in Figure 56. The toll-free aggregation cloud may collect and share toll-
free
intelligence from a LAA network to ensure intelligent collection and
collective sampling.
Depending on data needs, sufficiency issues or user configuration, the toll-
free
aggregation cloud may throttle up collection for an individual SCP, a cluster
of SCPs in a
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PATENT
SMS8-0006-U01
network or a network of SCPs within an area of service. The aggregation cloud
may use
a smart learning algorithm similar to the LAAs to plan for spikes and
seasonality and
ensure optimal sampling with no degradation in performance of the SCPs. In
embodiments, the aggregation cloud may receive call path information from LAAs
and
provide further aggregation to determine trends and patterns for toll-free
call volume. By
leveraging statistical models, it may compute the statistical sufficiency of
data received.
Historical data may also be leveraged to predict additional trends. Post
processing,
indexing and visualization provide an interactive dashboard to customers, as
described
herein. The toll-free aggregation cloud may also provide real-time visibility
into trends,
problems, threats and abuse with up to the minute dashboards presented to
users.
1006661 Referring to Figure 57, in an example embodiment, a call may
originate in the Carrier Network Local Exchange ("Carrier Infrastructure").
Calls may be
handled by a carrier switching point (SSP), which identifies calls destined
for a toll-free
number for additional processing. For toll-free calls, the SSP queries the SCP
to get call
routing information. This information is called a customer record. The SCP may
execute
service logic and return information to route the call including carrier
identification code
(CC), billing information and any special processing. After returning the
information,
the SCP forwards the SSP Query along with the SCP response to the Smart
Wiretap for
Sampling. The SSP may continue call processing and route the call to the
carrier
(identified by the CC). Call routing and processing may resume, resulting in
8xx
termination to the destination. A Smart Wiretap may receive the call for call
information
for processing. The Smart Wiretap may send call information to the Machine
Learning
and Sampling Algorithm (MLSA) to decide if the call information should be
sampled,
processed and stored. The MLSA may determine if the call should be sampled
based on
input received from, for example, network load and volume information received
from
the carrier infrastructure real-time, global SCP sampling needs and
administrator
configuration information received from the Toll-free Aggregation Cloud,
and/or call
data received from the Smart Wiretap. The MLSA may return sampling rate and
configuration information along with response for call sampling. The Smart
Wiretap
may select call data for sampling if specified by the MLSA, or resume to
standard call
management and routing processes. The Smart Wiretap may store the raw data in
a
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=
PATENT
SMS8-0006-U01
distributed highly available queue for processing. The Queue may work in a
publish-
subscribe model. Processing agents may subscribe to new messages for
processing. On
receipt of a new message, the first free analytics agent (LAA) may evaluate
the message
from the queue, process the data based on Map-Reduce techniques and create
summarization information based on predetermined dimensions. For
example,
aggregating all calls by NPA (area code). Aggregated data may be periodically
shared
with the toll-free aggregation cloud for producing reports and creating
trends.
[00667] The present disclosure provides a modernized service, or Toll-Free
Data Distribution Hub (DDH) that enables a low-cost solution for distributing
toll-free
call routing information to network operators and other providers of call
routing services,
including telecommunications operators, carriers, networks and the like that
are operating
or providing services within a communications system other than a toll-free
telecommunications system. Historically, toll-free routing data was
distributed to Service
Control Points (SCPs) that are controlled by SCP Owner/Operators. SCPs are
costly to
build and maintain and support an outdated network infrastructure. As a result
of these
factors, the number of SCP Owner/Operators has diminished, particularly over
the past
ten years. Toll-free numbers (TFNs) were introduced in the mid-1960s to allow
called
parties (businesses, primarily) to accept financial responsibility for long
distance voice
calls. Over the years, TFNs have become part of the corporate identity for
many
companies in conjunction with their web addresses, logos, and branding. Many
value-
added services have been developed using TFNs as a primary access method for
users
(i.e., conference calling) and marketers rely on TFNs to evaluate ad campaigns
and track
consumer behavior. In the past 50 years, TFNs have been used to facilitate
voice-based
communication and the number of Network Operators receiving a direct feed of
authoritative toll-free routing data is swiftly declining due to a combination
of the
interface being technically outdated and costly. Network Operators are no
longer
investing in legacy network elements, instead focusing investment on next
generation 1P-
based networks. Furthermore, while most other call routing is getting cheaper,
toll-free
call routing continues to be costly and Network Operators are looking for ways
to reduce
these transport costs.
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DEMANDES OU BREVETS VOLUMINEUX
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COMPREND PLUS D'UN TOME.
CECI EST LE TOME 1 _______________________ DE 2
NOTE: Pour les tomes additionels, veillez contacter le Bureau Canadien des
Brevets.
JUMBO APPLICATIONS / PATENTS
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THAN ONE VOLUME.
THIS IS VOLUME 1 OF 2
NOTE. For additional volumes please contact the Canadian Patent Office.

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

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Administrative Status

Title Date
Forecasted Issue Date 2022-04-12
(22) Filed 2017-03-03
(41) Open to Public Inspection 2018-04-19
Examination Requested 2019-05-09
(45) Issued 2022-04-12

Abandonment History

There is no abandonment history.

Maintenance Fee

Last Payment of $277.00 was received on 2024-02-27


 Upcoming maintenance fee amounts

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Payment History

Fee Type Anniversary Year Due Date Amount Paid Paid Date
Request for Examination $800.00 2019-05-09
Registration of a document - section 124 $100.00 2019-05-09
Application Fee $400.00 2019-05-09
Maintenance Fee - Application - New Act 2 2019-03-04 $100.00 2019-05-09
Maintenance Fee - Application - New Act 3 2020-03-03 $100.00 2020-02-24
Maintenance Fee - Application - New Act 4 2021-03-03 $100.00 2021-02-05
Final Fee 2022-04-11 $1,729.02 2022-02-01
Maintenance Fee - Application - New Act 5 2022-03-03 $203.59 2022-02-07
Maintenance Fee - Patent - New Act 6 2023-03-03 $203.59 2022-12-23
Maintenance Fee - Patent - New Act 7 2024-03-04 $277.00 2024-02-27
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
SOMOS, INC.
Past Owners on Record
None
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
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Maintenance Fee Payment 2020-02-24 2 80
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Examiner Requisition 2020-05-19 4 193
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Claims 2020-06-12 2 46
Description 2020-06-12 24 1,136
Examiner Requisition 2020-12-23 3 159
Amendment 2021-04-07 11 369
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Amendment 2019-05-09 2 59
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Cover Page 2019-07-19 2 51