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Sommaire du brevet 2507500 

Énoncé de désistement de responsabilité concernant l'information provenant de tiers

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Disponibilité de l'Abrégé et des Revendications

L'apparition de différences dans le texte et l'image des Revendications et de l'Abrégé dépend du moment auquel le document est publié. Les textes des Revendications et de l'Abrégé sont affichés :

  • lorsque la demande peut être examinée par le public;
  • lorsque le brevet est émis (délivrance).
(12) Demande de brevet: (11) CA 2507500
(54) Titre français: PROCEDES ET SYSTEMES PERMETTANT DE TRANSMETTRE AUTOMATIQUEMENT DES COMMUNICATIONS VERS UN DISPOSITIF PREFERE
(54) Titre anglais: METHODS AND SYSTEMS FOR AUTOMATIC FORWARDING OF COMMUNICATIONS TO A PREFERRED DEVICE
Statut: Réputée abandonnée et au-delà du délai pour le rétablissement - en attente de la réponse à l’avis de communication rejetée
Données bibliographiques
(51) Classification internationale des brevets (CIB):
  • H4M 3/54 (2006.01)
  • H4W 4/16 (2009.01)
(72) Inventeurs :
  • REDING, CRAIG L. (Etats-Unis d'Amérique)
  • KUNUTURI, NAGENDRA (Inde)
  • RAJAGOPALAN, MAHESH (Inde)
  • SINGH, JAGMIT (Inde)
  • HELBLING, CHRISTOPHER L. (Etats-Unis d'Amérique)
(73) Titulaires :
  • TELESECTOR RESOURCES GROUP, INC.
  • VERIZON DATA SERVICES INC.
(71) Demandeurs :
  • TELESECTOR RESOURCES GROUP, INC. (Etats-Unis d'Amérique)
  • VERIZON DATA SERVICES INC. (Etats-Unis d'Amérique)
(74) Agent: R. WILLIAM WRAY & ASSOCIATES
(74) Co-agent:
(45) Délivré:
(86) Date de dépôt PCT: 2003-11-25
(87) Mise à la disponibilité du public: 2004-06-10
Requête d'examen: 2008-11-25
Licence disponible: S.O.
Cédé au domaine public: S.O.
(25) Langue des documents déposés: Anglais

Traité de coopération en matière de brevets (PCT): Oui
(86) Numéro de la demande PCT: PCT/US2003/037706
(87) Numéro de publication internationale PCT: US2003037706
(85) Entrée nationale: 2005-05-25

(30) Données de priorité de la demande:
Numéro de la demande Pays / territoire Date
60/428,704 (Etats-Unis d'Amérique) 2002-11-25
60/436,018 (Etats-Unis d'Amérique) 2002-12-26

Abrégés

Abrégé français

L'invention concerne des procédés et des systèmes permettant d'acheminer une communication vers un dispositif préféré. Selon l'invention, un centre de services est conçu pour recevoir des informations associées à une communication destinée à un utilisateur en provenance d'un appelant; et pour extraire des données correspondant à l'utilisateur au moyen des informations reçues. Le centre de services détermine également un dispositif préféré de l'utilisateur en fonction des données extraites, le dispositif préféré faisant partie d'une pluralité de dispositifs associés à l'utilisateur. Ensuite, le centre de services détermine si le dispositif préféré de l'utilisateur nécessite un nouveau mode de distribution, et achemine la communication vers le dispositif préféré de l'utilisateur en fonction de cette détermination.


Abrégé anglais


Methods and systems for routing a communication to a preferred device are
disclosed. A service center consistent with the present invention is operable
to receive information pertaining to a communication to a user from a calling
party, and retrieve data corresponding to the user using the received
information.The service center also determines a preferred device of the user
based on the retrieved data, wherein the preferred device is one of a
plurality of devices associated with the user. Thereafter, the service center
ascertains whether the preferred device of the user requires a new mode of
delivery, and routes the communication to the preferred device of the user
based on the ascertaining.

Revendications

Note : Les revendications sont présentées dans la langue officielle dans laquelle elles ont été soumises.


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WHAT IS CLAIMED IS:
1. A method for routing a communication to a preferred device,
comprising:
receiving information pertaining to a communication to a user from a
calling party;
retrieving data corresponding to the user using the received information;
determining a preferred device of the user based on the retrieved data;
ascertaining whether the preferred device of the user requires a new
mode of delivery; and
routing the communication to the preferred device of the user based on
the ascertaining.
2. The method of claim 1, wherein retrieving data comprises:
accessing a database for call preference information corresponding to the
user.
3. The method of claim 2, wherein the call preference information
comprises an indication of a device to which communications should be
forwarded.
4. The method of claim 2, wherein determining a preferred device
comprises:
specifying the preferred device to be a device indicated in the call
preference information.
5. The method of claim 1, wherein determining a preferred device
comprises:
specifying the preferred device to be a predetermined default device.

44
6. The method of claim 1, wherein determining a preferred device
comprises;
specifying the preferred device to be a device last used by the user.
7. The method of claim 1, wherein determining a preferred device
comprises:
specifying the preferred device based on information reflecting a time
period during which a particular device is the preferred device.
8. The method of claim 1, comprising:
determining whether the user is associated with a do not disturb mode.
9. The method of claim 8, comprising:
routing the communication to voice mail based on a determination that the
user is associated with a do not disturb mode.
10. The method of claim 1, wherein routing comprises:
forwarding the communication to the preferred device without changing a
type of incoming data associated with the communication when the preferred
device does not require a new mode of delivery.
11. The method of claim 1, wherein routing comprises:
changing a type of incoming data associated with the communication
based on a determination that the preferred device requires a new mode of
delivery; and
forwarding the communication to the preferred device after changing the
type of incoming data.

45
12. The method of claim 11, wherein changing comprises:
sending a request for a new type of incoming data to a device associated
with the calling party; and
receiving new incoming data with a data type matching the new type.
13. The method of claim 12, comprising:
providing the device associated with the calling party with a graphical
interface for use in entering the new incoming data.
14. The method of claim 11, wherein changing comprises:
automatically converting incoming data associated with the
communication to new incoming data with a new data type.
15. The method of claim 1, wherein ascertaining comprises:
determining whether incoming data associated with the communication
has a data type that is accepted by the preferred device.
16. A method for routing a communication to a preferred device,
comprising:
receiving information pertaining to a communication to a user from a
calling party;
retrieving data corresponding to the user using the information pertaining
to the communication;
determining a preferred device of the user based on the retrieved data;
and
routing the communication to the preferred device of the user.

46
17. A method for routing a communication to a preferred device,
comprising:
receiving information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network;
retrieving data corresponding to the user using the information;
determining a preferred device of the user based on the retrieved data;
initiating a first call to a device of the calling party;
initiating a second call to the preferred device of the user;
ascertaining whether the preferred device of the user requires a new
mode of delivery; and
connecting the first call and second call based on the ascertaining.
18. The method of claim 17, wherein the action comprises clicking
on a hyperlink.
19. The method of claim 17, wherein retrieving data comprises:
obtaining, from a database, call preference information corresponding to
the user.
20. The method of claim 19, wherein the call preference information
comprises an indication of a device to which communications should be
forwarded.
21. The method of claim 19, wherein determining a preferred device
comprises:
specifying the preferred device to be a device indicated in the call
preference information.

47
22. The method of claim 17, wherein determining a preferred device
comprises:
specifying the preferred device to be a predetermined default device.
23. The method of claim 17, wherein determining a preferred device
comprises:
specifying the preferred device to be a device last used by the user.
24. The method of claim 17, wherein determining a preferred device
comprises:
specifying the preferred device based on information reflecting a time
period during which a particular device is the preferred device.
25. The method of claim 17, comprising:
retrieving data corresponding to the calling party; and
determining a preferred device of the calling party based on the retrieved
data.
26. The method of claim 25, wherein retrieving data corresponding
to the calling party comprises:
accessing a database for call preference information corresponding to the
calling party.
27. The method of claim 26, wherein the call preference information
corresponding to the calling party comprises an indication of a device to
which
communications to the calling party should be forwarded.

48
28. The method of claim 25, wherein determining a preferred device
of the calling party comprises:
specifying the preferred device of the calling party to be a device indicated
in the call preference information.
29. The method of claim 25, wherein determining a preferred device
of the calling party comprises:
specifying the preferred device of the calling party to be a predetermined
default device.
30. The method of claim 25, wherein determining a preferred device
of the calling party comprises:
specifying the preferred device of the calling party to be a device last used
by the calling party.
31. The method of claim 25, wherein determining a preferred device
of the calling party comprises:
specifying the preferred device of the calling party based on information
reflecting a time period during which a particular device is the preferred
device of
the calling party.
32. The method of claim 17, wherein ascertaining comprises:
determining whether incoming data associated with the first call has a
data type that is accepted by the preferred device of the user.
33. The method of claim 17, comprising:
determining whether the user is associated with a do not disturb mode.

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34. The method of claim 33, comprising:
routing the first call to voice mail based on a determination that the user is
associated with a do not disturb mode.
35. The method of claim 17, wherein connecting comprises:
bridging the first call and second call without changing a type of incoming
data associated with the first call when the preferred device of the user does
not
require a new mode of delivery.
36. The method of claim 17, wherein connecting comprises:
changing a type of incoming data associated with the first call based on a
determination that the preferred device requires a new mode of delivery; and
bridging the first call and the second call.
37. The method of claim 36, wherein changing comprises:
sending a request for a new type of incoming data to a preferred device of
the calling party; and
receiving new incoming data with a data type matching the new type.
38. The method of claim 37, comprising:
providing the preferred device of the calling party with a graphical
interface for use in entering the new incoming data.
39. The method of claim 36, wherein changing comprises:
automatically converting incoming data associated with the first call to new
incoming data with a new data type.

50
40. A method for routing a communication to a preferred device,
comprising:
receiving information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network;
retrieving data corresponding to the user using the received information;
determining a preferred device of the user based on the retrieved data;
initiating a first call to a device of the calling party;
initiating a second call to the preferred device of the user; and
connecting the first call and second call.
41. A method for routing a communication to a preferred device,
comprising:
receiving information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network;
retrieving data corresponding to the user using the received information;
determining a preferred device of the user based on the retrieved data;
sending information reflective of the preferred device to a device of the
calling party, wherein the device of the calling party establishes
communication
with the preferred device.
42. A method for looking up information pertaining to a user,
comprising:
receiving a request for information pertaining to a user;
retrieving data corresponding to the user;
determining a state of at least one communication line associated with the
user;

51
determining a preferred device of the user based on the state; and
providing information reflecting the preferred device based on the state.
43. The method of claim 42, comprising:
providing the state.
44. The method of claim 42, wherein retrieving data comprises:
accessing a database for call preference information corresponding to the
user
45. The method of claim 44, comprising:
accessing information reflective of the state of the at least one
communication line, the information reflective of the state being associated
with
the call preference information.
46. The method of claim 42, wherein determining a preferred device
comprises:
determining the preferred device based on a determination that the state
is other than unknown or do not disturb.
47. The method of claim 42, wherein providing information
reflecting the preferred device comprises:
providing the information reflecting the preferred device based on a
determination that the state is other than unknown or do not disturb.
48. The method of claim 43, comprising:
displaying an indicator reflective of the state on a device associated with
an initiating party.

52
49. The method of claim 43, comprising:
displaying an indicator reflective of the state and an indicator reflective of
the preferred device on a device associated with an initiating party.
50. The method of claim 42, comprising:
updating an address book to reflect current state and preferred device
information.
51. The method of claim 42, comprising:
updating address books of customers having an entry corresponding to
the user to reflect current state and preferred device information.
52. An apparatus for routing a communication to a preferred device,
comprising:
means for receiving information pertaining to a communication to a user
from a calling party;
means for retrieving data corresponding to the user using information
pertaining to the communication;
means for determining a preferred device of the user based on the
retrieved data;
means for ascertaining whether the preferred device of the user requires a
new mode of delivery; and
means for routing the communication to the preferred device of the user
based on the ascertaining.
53. The apparatus of claim 52, the means for retrieving comprising:
means for accessing a database for call preference information

53
corresponding to the user.
54. The apparatus of claim 53, wherein the call preference
information comprises an indication of a device to which communications should
be forwarded.
55. The apparatus of claim 53, the means for determining
comprising:
means for specifying the preferred device to be a device indicated in the
call preference information.
56. The apparatus of claim 52, the means for determining
comprising:
means for specifying the preferred device to be a predetermined default
device.
57. The apparatus of claim 52, the means for determining
comprising:
means for specifying the preferred device to be a device last used by the
user.
58. The apparatus of claim 52, the means for determining
comprising:
means for specifying the preferred device based on information reflecting
a time period during which a particular device is the preferred device.

54
59. The apparatus of claim 52, comprising:
means for determining whether the user is associated with a do not
disturb mode.
60. The apparatus of claim 59, comprising:
means for routing the communication to voice mail based on a
determination that the user is associated with a do not disturb mode.
61. The apparatus of claim 52, the means for routing comprising:
means for forwarding the communication to the preferred device without
changing a type of incoming data associated with the communication when the
preferred device does not require a new mode of delivery.
62. The apparatus of claim 52, the means for routing comprising:
means for changing a type of incoming data associated with the
communication based on a determination that the preferred device requires a
new mode of delivery; and
means for forwarding the communication to the preferred device after
changing the type of incoming data.
63. The apparatus of claim 62, the means for changing comprising:
means for sending a request for a new type of incoming data to a device
associated with the calling party; and
means for receiving new incoming data with a data type matching the new
type.

55
64. The apparatus of claim 63, comprising:
means for providing the device associated with the calling party with a
graphical interface for use in entering the new incoming data.
65. The apparatus of claim 62, the means for changing comprising:
means for automatically converting incoming data associated with the
communication to new incoming data with a new data type.
66. The apparatus of claim 52, the means for ascertaining
comprising:
means for determining whether incoming data associated with the
communication has a data type that is accepted by the preferred device.
67. An apparatus for routing a communication to a preferred device,
comprising:
means for receiving information pertaining to a communication to a user
from a calling party;
means for retrieving data corresponding to the user using the information
pertaining to the communication;
means for determining a preferred device of the user based on the
retrieved data; and
means for routing the communication to the preferred device of the user.
68. An apparatus for routing a communication to a preferred device,
comprising:
means for receiving information pertaining to a communication to a user
from a calling party, the communication to the user being initiated by an
action of
the calling party on a data network;

56
means for retrieving data corresponding to the user using the information;
means for determining a preferred device of the user based on the
retrieved data;
means for initiating a first call to a device of the calling party;
means for initiating a second call to the preferred device of the user;
means for ascertaining whether the preferred device of the user requires a
new mode of delivery; and
means for connecting the first call and second call based on the
ascertaining.
69. The apparatus of claim 68, wherein the action comprises
clicking on a hyperlink.
70. The apparatus of claim 68, the means for retrieving comprising:
means for accessing a database for call preference information
corresponding to the user.
71. The apparatus of claim 70, wherein the call preference
information comprises an indication of a device to which communications should
be forwarded.
72. The apparatus of claim 70, the means for determining
comprising:
means for specifying the preferred device to be a device indicated in the
call preference information.
73. The apparatus of claim 68, the means for determining
comprising:

57
means for specifying the preferred device to be a predetermined default
device.
74. The apparatus of claim 68, the means for determining
comprising:
means for specifying the preferred device to be a device last used by the
user.
75. The apparatus of claim 68, the means for determining
comprising:
means for specifying the preferred device based on information reflecting
a time period during which a particular device is the preferred device.
76. The apparatus of claim 68, comprising:
means for retrieving data corresponding to the calling party; and
means for determining a preferred device of the calling party based on the
retrieved data.
77. The apparatus of claim 76, the means for retrieving data
corresponding to the calling party comprising:
means for accessing a database for call preference information
corresponding to the calling party.
78. The apparatus of claim 77, wherein the call preference
information corresponding to the calling party comprises an indication of a
device
to which communications to the calling party should be forwarded.

58
79. The apparatus of claim 76, the means for determining a
preferred device of the calling party comprising:
means for specifying the preferred device of the calling party to be a
device indicated in the call preference information.
80. The apparatus of claim 76, the means for determining a
preferred device of the calling party comprising:
means for specifying the preferred device of the calling party to be a
predetermined default device.
81. The apparatus of claim 76, the means for determining a
preferred device of the calling party comprising:
means for specifying the preferred device of the calling party to be a
device last used by the calling party.
82. The apparatus of claim 76, the means for determining a
preferred device of the calling party comprising:
means for specifying the preferred device of the calling party based on
information reflecting a time period during which a particular device is the
preferred device of the calling party.
83. The apparatus of claim 68, the means for ascertaining
comprising:
means for determining whether incoming data associated with the first call
has a data type that is accepted by the preferred device of the user.

59
84. The apparatus of claim 68, comprising:
means for determining whether the user is associated with a do not
disturb mode.
85. The apparatus of claim 84, comprising:
means for routing the first call to voice mail based on a determination that
the user is associated with a do not disturb mode.
86. The apparatus of claim 68, the means for connecting
comprising:
means for bridging the first call and second call without changing a type of
incoming data associated with the first call when the preferred device of the
user
does not require a new mode of delivery.
87. The apparatus of claim 68, the means for connecting
comprising:
means for changing a type of incoming data associated with the first call
based on a determination that the preferred device requires a new mode of
delivery; and
means for bridging the first call and the second call.
88. The apparatus of claim 87, the means for changing comprising:
means for sending a request for a new type of incoming data to a
preferred device of the calling party; and
means for receiving new incoming data with a data type matching the new
type.

60
89. The apparatus of claim 88, comprising:
means for providing the preferred device of the calling party with a
graphical interface for use in entering the new incoming data.
90. The apparatus of claim 87, the means for changing comprising:
means for automatically converting incoming data associated with the first
call to new incoming data with a new data type.
91. An apparatus for routing a communication to a preferred device,
comprising:
means for receiving information pertaining to a communication to a user
from a calling party, the communication to the user being initiated by an
action of
the calling party on a data network;
means for retrieving data corresponding to the user using the received
information;
means for determining a preferred device of the user based on the
retrieved data;
means for initiating a first call to a device of the calling party;
means for initiating a second call to the preferred device of the user; and
means for connecting the first call and second call.
92. An apparatus for routing a communication to a preferred device,
comprising:
means for receiving information pertaining to a communication to a user
from a calling party, the communication to the user being initiated by an
action of
the calling party on a data network;
means for retrieving data corresponding to the user using the received
information;

61
means for determining a preferred device of the user based on the
retrieved data;
means for sending information reflective of the preferred device to a
device of the calling party, wherein the device of the calling party
establishes
communication with the preferred device.
93. An apparatus for looking up information pertaining to a user,
comprising:
means for receiving a request for information pertaining to a user;
means for retrieving data corresponding to the user;
means for determining a state of at least one communication line
associated with the user;
means for determining a preferred device of the user based on the state;
and
means for providing information reflecting the preferred device based on
the state.
94. The apparatus of claim 93, comprising:
means for providing the state.
95. The apparatus of claim 93, the means for retrieving comprising:
means for accessing a database for call preference information
corresponding to the user
96. The apparatus of claim 95, comprising:
means for accessing information reflective of the state of the at least one
communication line, the information reflective of the state being associated
with
the call preference information.

62
97. The apparatus of claim 93, the means for determining a
preferred device comprising:
means for determining the preferred device based on a determination that
the state is other than unknown or do not disturb.
98. The apparatus of claim 93, the means for providing information
reflecting the preferred device comprising:
means for providing the information reflecting the preferred device based
on a determination that the state is other than unknown or do not disturb.
99. The apparatus of claim 94, comprising:
means for displaying an indicator reflective of the state on a device
associated with an initiating party.
100. The apparatus of claim 94, comprising:
means for displaying an indicator reflective of the state and an indicator
reflective of the preferred device on a device associated with an initiating
party.
101. The apparatus of claim 93, comprising:
means for updating an address book to reflect current state and preferred
device information.
102. The apparatus of claim 93, comprising:
means for updating address books of customers having an entry
corresponding to the user to reflect current state and preferred device
information.

63
103. An apparatus for routing a communication to a preferred device,
comprising:
a memory having a program that receives information pertaining to a
communication to a user from a calling party, retrieves data corresponding to
the
user using the information pertaining to the communication, determines a
preferred device of the user based on the retrieved data, ascertains whether
the
preferred device of the user requires a new mode of delivery, and routes the
communication to the preferred device of the user based on the ascertaining;
and
a processor that runs the program.
104. An apparatus for routing a communication to a preferred device,
comprising:
a memory having a program that: receives information pertaining to a
communication to a user from a calling party, the communication to the user
being initiated by an action of the calling party on a data network; retrieves
data
corresponding to the user using the received information; determines a
preferred
device of the user based on the retrieved data; initiates a first call to a
device of
the calling party; initiates a second call to the preferred device of the
user;
ascertains whether the preferred device of the user requires a new mode of
delivery; and connects the first call and second call based on the
ascertaining;
and
a processor that runs the program.
105. An apparatus for looking up information pertaining to a user,
comprising:
a memory having a program that receives a request for information
pertaining to a user, retrieves data corresponding to the user, determines a
state

64
of at least one communication line associated with the user, determines a
preferred device of the user based on the state and provides information
reflecting the preferred device based on the state; and
a processor that runs the program.
106. A computer-readable medium containing instructions for routing
communication to a preferred device, the method comprising:
receiving information pertaining to a communication to a user from a
calling party;
retrieving data corresponding to the user using the information pertaining
to the communication;
determining a preferred device of the user based on the retrieved data;
ascertaining whether the preferred device of the user requires a new
mode of delivery; and
routing the communication to the preferred device of the user based on
the ascertaining.
107. A computer-readable medium containing instructions for routing
a communication to a preferred device, the method comprising:
receiving information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network;
retrieving data corresponding to the user using the received information;
determining a preferred device of the user based on the retrieved data;
initiating a first call to a device of the calling party;
initiating a second call to the preferred device of the user;

65
ascertaining whether the preferred device of the user requires a new
mode of delivery; and
connecting the first call and second call based on the ascertaining.
108. A computer-readable medium containing instructions for looking
up information pertaining to a user, the method comprising:
receiving a request for information pertaining to a user;
retrieving data corresponding to the user;
determining a state of at least one communication line associated with the
user;
determining a preferred device of the user based on the state; and
providing information reflecting the preferred device based on the state.
109. An apparatus for routing a communication to a preferred device,
comprising:
a first server operable to receive information pertaining to a
communication to a user from a calling party, retrieve data corresponding to
the
user using the information pertaining to the communication, determine a
preferred device of the user based on the retrieved data, and ascertain
whether
the preferred device of the user requires a new mode of delivery; and
a second server operable to route the communication to the preferred
device of the user based on the ascertaining.
110. An apparatus for routing a communication to a preferred device,
comprising:
a first server operable to: receive information pertaining to a
communication to a user from a calling party, the communication to the user
being initiated by an action of the calling party on a data network; retrieve
data

66
corresponding to the user using the received information; determine a
preferred
device of the user based on the retrieved data; and
a second server operable to initiate a first call to a device of the calling
party and initiate a second call to the preferred device of the user, wherein
the first server ascertains whether the preferred device of the user
requires a new mode of delivery, and the second server connects the first call
and second call based on the ascertaining.
111. An apparatus for looking up information pertaining to a user,
comprising:
a first server operable to receive a request for information pertaining to a
user, retrieve data corresponding to the user, determine a state of at least
one
communication line associated with the user, and determine a preferred device
of the user based on the state; and
a second server operable to provide information reflecting the preferred
device based on the state.
112. A system for routing a communication to a preferred device,
comprising:
a voice network;
a data network;
a plurality of devices associated with a user; and

67
a service center operable to: receive information pertaining to a
communication to the user from a calling party; retrieve data corresponding to
the user using the information pertaining to the communication; determine a
preferred device of the user based on the retrieved data, wherein the
preferred
device is one of the plurality of devices; ascertains whether the preferred
device
of the user requires a new mode of delivery; and routes the communication to
the preferred device of the user based on the ascertaining.
113. A system for routing a communication to a preferred device,
comprising:
a voice network;
a data network;
a plurality of devices associated with a user; and
a service center operable to: receive information pertaining to a ,
communication to the user from a calling party, the communication to the user
being initiated by an action of the calling party on the data network;
retrieve data
corresponding to the user using the received information; determine a
preferred
device of the user based on the retrieved data, wherein the preferred device
is
one of the plurality of devices; initiate a first call to a device of the
calling party;
initiate a second call to the preferred device of the user; ascertain whether
the
preferred device of the user requires a new mode of delivery; and connect the
first call and second call based on the ascertaining.
114. A system for looking up information pertaining to a user,
comprising:
a voice network;
a data network;
at least one switch for connecting to a plurality of devices associated with

68
a user; and
a service center operable to: receive a request for information pertaining
to a user; retrieve data corresponding to the user; determine a state of at
least
one communication line associated with the user; determine a preferred device
of the user based on the state, wherein the preferred device is one of the
plurality of devices; and provide information reflecting the preferred device
based
on the state.

Description

Note : Les descriptions sont présentées dans la langue officielle dans laquelle elles ont été soumises.


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

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SYSTEMS FOR COMPUTER ENHANCED CONFERENCE CALLING," Attorney
Docket No. 03-1014; U.S. Patent Application No. ( -), entitled
"METHODS AND SYSTEMS FOR REMOTE CALL ESTABLISHMENT," Attorney
Docket No. 03-1015; U.S. Patent Application No. ( ), entitled
"METHODS AND SYSTEMS FOR CALL MANAGEMENT WITH USER
INTERVENTION," Attorney Docket No. 03-1016; U.S. Patent Application No.
), entitled "METHODS AND SYSTEMS FOR DIRECTORY
INFORMATION LOOKUP," Attorney Docket No. 03-1017; U.S. Patent
Application No. ( ), entitled "METHODS AND SYSTEMS FOR
AUTOMATICALLY FORWARDING CALLS TO CELL PHONE," Attorney Docket
No. 03-1018; U.S. Patent Application No. ( ), entitled "METHODS
AND SYSTEMS FOR ADAPTIVE MESSAGE AND CALL NOTIFICATION,"
Attorney Docket No. 03-1019; U.S. Patent Application No. ( ),
entitled "METHODS AND SYSTEMS FOR A CALL LOG," Attorney Docket No.
03-1020; U.S. Patent Application No. ( ), entitled "METHODS AND
SYSTEMS FOR AUTOMATIC FORWARDING OF CALLS TO A PREFERRED
DEVICE," Attorney Docket No. 03-1021; U.S. Patent Application No.
( ), entitled "METHODS AND SYSTEMS FOR MULTI-LINE
INTEGRATED DEVICE OR LINE MANAGEMENT," Attorney Docket No. 03-
1022; U.S. Patent Application No. ( ), entitled "METHODS AND
SYSTEMS FOR CONTACT MANAGEMENT," Attorney Docket No. 03-1023;
U.S. Patent Application No. ( ), entitled "METHODS AND SYSTEMS
FOR NOTIFICATION OF CALL TO PHONE DEVICE," Attorney Docket No. 03-
1024; U.S. Patent Application No. ( ), entitled "METHODS AND
SYSTEMS FOR SINGLE NUMBER TEXT MESSAGING," Attorney Docket No.
03-1025; U.S. Patent Application No. ( _), entitled "METHODS AND
SYSTEMS FOR MULTI-USER SELECTIVE NOTIFICATION," Attorney Docket
No. 03-1026; U.S. Patent Application No. ( ), entitled "METHODS

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AND SYSTEMS FOR CPN TRIGGERED COLLABORATION," Attorney Docket
No. 03-1027; and U.S. Patent Application No. ( ), entitled
"METHODS AND SYSTEMS FOR PREEMPTIVE REJECTION OF CALLS,"
Attorney Docket No. 03-1028, all of which are expressly incorporated herein by
reference in their entirety.
TECHNICAL FIELD
[004] The present invention relates generally to data processing systems
and, more particularly, to a method and system for automatically forwarding
communications to a preferred device.
BACKGROUND
[005] A wide variety of means exist for communication between users.
For example, a user may conduct phone calls via a home phone, work phone,
and mobile phone. In addition, users may also communicate using devices such
as PC's, PDA's, pagers, etc. using manners of communicating such as email and
instant messaging.
[006] Unfortunately, managing such a wide variety of communication
means can be difficult. In particular, as a user changes location,
communication
with the user may vary. For example, while on travel, it may only be possible
to
reach a user by mobile phone. However, the user may best be reached by email
while at work. Also, the user may wish to implement various rules for
receiving
and controlling communications. For example, to be reached at home, the user
may want the home phone to ring three times before forwarding the call to a
mobile phone. As another example, the user may wish to be paged each time
an email is received from a particular person while away from the office.
[007] Current call management systems make it possible to have calls
forwarded to a particular device when a call is made to another device.
Current

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call management systems, however, do not enable a mode of delivery to the
particular device to change based on the requirements of the particular
device.
Current call management systems also do not enable a user to be informed of a
state of a target user's line along with an identity of a device on which the
target
user wishes to be contacted.
SUMMARY OF THE INVENTION
[00~] Methods and systems consistent with the present invention route a
communication to a preferred device. A service center is operable to receive
information pertaining to a communication to a user from a calling party, and
retrieve data corresponding to the user using the received information. The
service center also determines a preferred device of the. user based on the
retrieved data. Thereafter, the service center ascertains whether the
preferred
device of the user requires a new mode of delivery, and routes the
communication to the preferred device of the user based on the ascertaining.
(009] Other methods and systems consistent with the principles of the
invention also route a communication to a preferred device of a user. A
service
center is operable to receive information pertaining to a communication to a
user
from a calling party, and retrieve data corresponding to the user using the
received information. The service center also determines~a preferred device of
the user based on the retrieved data. Thereafter, the service center routes
the
communication to the preferred device of the user.
[010] Other methods and systems consistent with the principles of the
invention also route a communication to a preferred device. A service center
is
operable to receive information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network. The service center may also retrieve data
corresponding to the user using the received information and determine a

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preferred device of the user based on the retrieved data. In addition, the
service
causes the initiation of a first call to a device of the calling party and the
initiation
of a second call to the preferred device of the user. Thereafter, the service
center ascertains whether the preferred device of the user requires a new mode
of delivery and connects the first call and second call based on the
ascertaining.
[011] Other methods and systems consistent with the principles of the
invention also route a communication to a preferred device. A service center
is
operable to receive information pertaining to a communication to a user from a
calling party, the communication to the user being initiated by an action of
the
calling party on a data network. The service center may also retrieve data
corresponding to the user using the received information and determine a
preferred device of the user based on the retrieved data. In addition, the
service
causes the initiation of a first call to a device of the calling party and the
initiation
of a second call to the preferred device of the user. Thereafter, the service
center connects the first call and second call.
[012] Other methods and systems consistent with the principles of the
invention look up information pertaining to a user. A service center may be
operable to receive a request for information pertaining to a user and
retrieve
data corresponding to the user. The service center also determines a state of
at
least one communication line associated with the user and determines a
preferred device of the user based on the state. Thereafter, the service
centers
may provide information reflecting the preferred device to an initiating party
based on the state.
BRIEF DESCRIPTION OF THE DRAWINGS
[013] The accompanying drawings, which are incorporated in and
constitute a part of this specification, illustrate one embodiment of the
invention
and, together with the description, serve to explain the principles of the
invention.

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[014] Fig. 1 is a diagram of an exemplary data processing and
telecommunications environment in which features and aspects consistent with
the principals of the present invention may be implemented;
[015] Fig. 2 is a diagram of an exemplary user terminal, consistent with
the principals of the present invention;
[016] Fig. 3 is a diagram of a voice network, consistent with the principles
of the present invention;
[017] Fig. 4 is a block diagram of a service center, consistent with the
principles of the present invention;
[018] Fig. 5 illustrates a logical architecture of an exemplary system,
consistent with the present invention;
[019] Figs. 6A and 6B comprise a diagram of an exemplary flowchart of a
method for forwarding a communication to a preferred device consistent with
the
principles of the present invention;
[020] Fig. 7 is a diagram of an exemplary flowchart of a method for
looking up the preferred device of a customer consistent with the principles
of
the present invention;
[021] Fig. 8 is a diagram of an exemplary user interface 800 that enables
a customer to change preferences consistent with the present invention; and
[022] Fig. 9 is a diagram of an exemplary user interface 900 displaying a
contact list consistent with the present invention.
DETAILED DESCRIPTION
[023] Reference will now be made in detail to exemplary embodiments of
the present invention, examples of which are illustrated in the accompanying
drawings. Wherever possible, the same reference numbers will be used
throughout the drawings to refer to the same or like parts. While the
description
includes exemplary embodiments, other embodiments are possible, and

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changes may be made to the embodiments described without departing from the
spirit and scope of the invention. The following detailed description does not
limit the invention. Instead, the scope of the invention is defined by the
appended claims and their equivalents.
Overview
[024] Methods and systems consistent with the present invention route a
communication to a preferred device of a user. A service center that provides
a
service to the user is operable to receive information pertaining to a
communication to the user from a calling party, retrieve data corresponding to
the user using information pertaining to the communication, determine a
preferred device of the user based on the retrieved data, ascertain whether
the
preferred device of the user requires a new mode of delivery, and route the
communication to the, preferred device of the user based on the ascertaining.
[025] The service center is also operable to receive information
pertaining to a communication to the user from a calling party, the
communication to the user being initiated by an action of the calling party on
the
data network. The service center further may retrieve data corresponding to
the
user using the information, determine a preferred device of the user based on
the retrieved data, initiate a first call to a device of the calling party,
initiate a
second call to the preferred device of the user, ascertain whether the
preferred
device of the user requires a new mode of delivery, and connect the first call
and
second call based on the ascertaining.
[026] Methods and systems consistent with the present invention also
look up information pertaining to a user. A service center that provides a
service
to the user is operable to receive a request for information pertaining to a
user,
then retrieve data corresponding to the user. The service center may also
determine a state of at least one communication line associated with the user,
determine a preferred device of the user based on the state, provide the state
to

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an initiating party, and provide information reflecting the preferred device
to the
initiating party based on the state.
[027] Network Environment
[028] Fig. 1 is a block diagram of a data processing and
telecommunications environment 100, in which features and aspects consistent
with the present invention may be implemented. The number of components in
environment 100 is not limited to what is shown and other variations in the
number of arrangements of components are possible, consistent with
embodiments of the invention. The components of Fig. 1 may be implemented
through hardware, software, and/or firmware. Data processing and
telecommunications environment 100 may include a data network 102, a voice
network 104, and a service center 106. A user 110 may use a user terminal 112
to interface with data network 102 and may use devices such as phones 114,
116, and 118 to interface with voice network 104. A calling party 120 may use
a
phone 122 to call a user, such as user 110, at any one of phones 114, 116, and
118.
[029] Data network 102 provides communications between the various
components depicted in environment 100 of Fig. 1, such as user terminal 112
and service center 106. Data network 102 may be a shared, public, or private
network and encompass a wide area or local area. Data network 102 may be
implemented through any suitable combination of wired and/or wireless
communication networks. By way of example, data network 102 may be
implemented through a wide area network (WAN), local area network (LAN), an
intranet and/or the Internet. Further, the service center 106 may be connected
to
multiple data networks 102, such as, for example, to a wireless carrier
network
and to the Internet.
[030] Voice network 104 may provide telephony services to allow a
calling party, such as calling party 120, to place a telephone call to user
110. In

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one embodiment, voice network 104 may be implemented using a network, such
as the Public Switched Telephone Network ("PSTN"). Alternatively, voice
network 104 may be implemented on a voice-over-broadband network, such as a
network using voice-over-Internet Protocol ("VoIP") technology. Additionally,
in
other embodiments, the voice network may be a video-over-broadband network,
such as, for example, a network for providing 2-way video communications. In
another example, the voice network may be a wireless broadband network, such
as, for example, a network using WiFi (i.e., IEEE 802.11 (b) and/or (g)). In
yet
another example, the voice network 104 may be a wireless voice network(s),
such as, for example, a cellular or third-generation cellular network. In
addition,
voice network 104 may be implemented using any single one or combination of
the above-described technologies consistent with the principles of the present
invention. Further, service center 106 may be connected to multiple voice
networks 104, such as for example, Verizon'sT"" Voice Network, voice networks
operated by other carriers, and wireless carrier networks.
[031] Service center 106 provides a platform for managing
communications over data network 102 and voice network 104. Service center
106 also provides gateway functions, such as code and protocol conversions, to
transfer communications between data network 102 and voice network 104.
Service center 106 may be implemented using a combination of hardware,
software, and/or firmware. For example, service center 106 may be
implemented using a plurality of general purpose computers or servers coupled
by a network (not shown). Although service center 106 is shown with direct
connections to data network 102 and voice network 104, any number and type of
network elements may be interposed between service center 106, data network
102, and voice network 104.
[032] User terminal 112 provides user 110 an interface to data network
102. For example, user terminal 112 may be implemented using any device

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capable of accessing the Internet, such as a general purpose computer or
personal computer equipped with a modem. User terminal 112 may also be
implemented in other devices, such as the BlackberryTM, and Ergo AudreyT"".
Furthermore, user terminal 112 may be implemented in wireless devices, such
as pagers, mobile phones (with data access functions), and Personal Digital
Assistants ("PDA") with network connections.
[033] User terminal 112 also allows user 110 to communicate with
service center 106. For example, user 110 may use instant messaging ("IM") to
communicate with service center 106. In addition, user terminal 112 may use
other aspects of TCP/IP including the hypertext transfer protocol ("HTTP");
the
user datagram protocol ("UDP"); the file transfer protocol ("FTP"); the
hypertext
markup language ("HTML"); and the extensible markup language ("XML").
[034] Furthermore, user terminal 112 may communicate directly with
service center 106. For example, a client application may be installed on user
terminal 112, which directly communicates with service center 106. Also, user
terminal 112 may communicate with service center 106 via a proxy.
[035] Phones 114, 116, 118, and 122 interface with voice network 104.
Phones 114, 116, 118, and 122 may be implemented using known devices,
including wireline phones and mobile phones. Although phones 114, 116, 118,
and 122 are shown directly connected to voice network 104, any number of
intervening elements, such as a private branch exchange ("PBX"), may be
interposed between phones 114, 116, 118, and 122 and voice network 104.
[036] Fig. 2 is a block diagram of a user terminal consistent with the
present invention. User terminal 112 may include a central processing unit
(CPU) 200, a memory 202, a storage module 204, a network interface 206, an
input interface 208, an output interface 210, an input device 212, and an
output
device 214.

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[037] CPU 200 provides control and processing functions for user
terminal 112. Although Fig. 2 illustrates a single CPU, user terminal 112 may
include multiple CPUs. CPU 200 may also include, for example, one or more of
the following: a co-processor, memory, registers, and other processing devices
and systems as appropriate. CPU 200 may be implemented, for example, using
a PentiumTM processor provided from Intel Corporation.
[038] Memory 202 provides a primary memory for CPU 200, such as for
program code. Memory 202 may be embodied with a variety of components of
subsystems, including a random access memory ("RAM") and a read-only
memory ("ROM"). When user terminal 112 executes an application installed in
storage module 204, CPU 200 may download at least a portion of the program
code from storage module 204 into memory 202. As CPU 200 executes the
program code, CPU 200 may also retrieve additional portions of program code
from storage module 204.
[039] Storage module 204 may provide mass storage for user terminal
112. Storage module 204 may be implemented with a variety of components or
subsystems including, for example, a hard drive, an optical drive, CD ROM
drive,
DVD drive, a general-purpose storage device, a removable storage device,
and/or other devices capable of storing information. Further, although storage
module 204 is shown within user terminal 112, storage module 204 may be
implemented external to user terminal 112.
[040] Storage module 204 includes program code and information for
user terminal 112 to communicate with service center 106. Storage module 204
may include, for example, program code for a calendar application, such as
GroupWise provided by Novell Corporation or Outlook provided by Microsoft
Corporation; a client application, such as a Microsoft Network Messenger
Service (MSNMS) client or America Online Instant Messenger (AIM) client; and
an Operating System (OS), such as the Windows Operation System provided by

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Microsoft Corporation. In addition, storage module 204 may include other
program code and information, such as program code for TCP/IP
communications; kernel and device drivers; configuration information, such as
a
Dynamic Host Configuration Protocol (DHCP) configuration; a web browser, such
as Internet Explorer provided by Microsoft Corporation, or Netscape
Communicator provided by Netscape Corporation; and any other software that
may be installed on user terminal 112.
[041] Network interface 206 provides a communications interface
between user terminal 112 and data network 102. Network interface 206 may
receive and transmit communications for user terminal 112. For example,
network interface 206 may be a modem, or a local area network ("LAN") port.
[042] Input interface 208 receives input from user 110 via input device
212 and provides the input to CPU 200. Input device 212 may include, for
example, a keyboard, a microphone, and a mouse. Other types of input devices
may also be implemented consistent with the principles of the present
invention.
[043] Output interface 210 provides information to user 110 via output
device 214. Output device 214 may include, for example, a display, a printer,
and a speaker. Other types of output devices may also be implemented
consistent with the principles of the present invention.
[044] Fig. 3 is a diagram of a voice network, consistent with the principles
of the present invention. As shown, voice network 104 includes an intelligent
service control point (ISCP) 302, service transfer points (STP) 304 and 306,
service switching points (SSP) 308 and 310, a line information database (LIDB)
312, an ISCP Service Provisioning And Creation Environment (SPACE) 314, a
Recent Change Environment 316, an Intelligent Peripheral (IP) 320, and a
switch
access 322. Although this embodiment of a voice network 104 is described as a
PSTN, as discussed above in other embodiments, the voice network 104 may

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be, for example, a voice-over-video-over-broadband network a wireless
broadband, a wireless voice network, etc.
[045] Voice network 104 may be implemented using the PSTN and SS7
as a signaling protocol. As is known to those skilled in the art, the SS7
protocol
allows voice network 104 to provide features, such as call forwarding, caller-
ID,
three-way calling, wireless services such as roaming and mobile subscriber
authentication, local number portability, and toll-free/toll services. The SS7
protocol provides various types of messages to support the features of voice
network 104. For example, these SS7 messages may include Transaction
Capabilities Applications Part ("TCAP") messages to support event "triggers,"
and queries and responses between ISCP 302 and SSPs 308 and 310.
[046] ISCP 302 may also be, .for example, a standard service control
point (SCP) or an Advanced Intelligent Network (AIN) SCP. ISCP 302 provides
translation and routing services of SS7 messages to support the features of.
voice network 104, such as call forwarding. In addition, ISCP 302 may exchange
information with the service center 106 using TCP/IP or SS7. ISCP 302 may
include service logic used to provide a switch, such as SSP 308 or 310, with
specific call processing instructions. ISCP 302 may also store data related to
various features that a user may activate. Such features may include, for
example, call intercept and voice mail. ISCP 302 may be implemented using a
combination of known hardware and software. ISCP 302 is shown with a direct
connection to service center 106 and a connection through ISCP SPACE 314,
however, any number of network elements including routers, switches, hubs,
etc., may be used to connect ISCP 302, ISCP SPACE 314, and service center
106. Further, information exchanged between the ISCP 302 and service center
106 may use, for example, the SR-3389 General Data Interface (GDI) for
TCP/IP.

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[047] STPs 304 and 306 relay SS7 messages within voice network 104.
For example, STP 304 may route SS7 messages between SSPs 308 and 310.
STP 304 or 306 may be implemented using known hardware and software from
manufacturers such as NORTELT"" and LUCENT TechnologiesT"".
[048] SSPs 308 and 310 provide an interface between voice network 104
and phones 122 and 118, respectively, to setup, manage, and release telephone
calls within voice network 104. SSPs 308 and 310 may be implemented as a
voice switch, an SS7 switch, or a computer connected to a switch. SSPs 308
and 310 exchange SS7 signal units to support a telephone call between calling
party 120 and user 110 (Fig. 1 ). For example, SSPs 308 and 310 may exchange
SS7 messages, such as TCAP messages, within message signal units ("MSU")
to control calls, perform database queries to LIDB 312, and provide
maintenance
information.
[049] Line Information Database (LIDB) 312 comprises one or more
known databases to support the features of voice network 104. For example,
LIDB 312 may include subscriber information, such as a service profile, name
and address, and credit card validation information. Although, in this figure,
LIDB 312 is illustrated as directly connected to ISCP 302, LIDB 312 may be
connected to ISCP 302 through an STP (e.g., 304 and 306). Additionally, this
communication link may use, for example, the GR-2838 General Dynamic
Interface (GDI) for SS7.
[050] ISCP Service Provisioning and Creation Environment (SPACE) 314
may be included as part of the ISCP 302 or be separate from the ISCP 302. For
example, the TelcordiaT"" ISCP may include an environment similar to SPACE
314 as part of the product. Further, ISCP SPACE 314 may include one o~- more
servers. ISCP SPACE 314 is the point in the ISCP platform where customer
record updates may be made.

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

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recent change engine 316 may send updates to the SSPs 308 or 310 via
TCP/IP. Switch access 322 may then convert the updates from TCP/IP to X.25.
Switch access 322 may be implemented using hardware and/or software. The
connections described above may include any number of elements, such as, for
example, switches, routers, hubs, etc. and may be, for example, an internal
data
network for the voice network 104.
[054] The voice network 104 may also include one or more intelligent
peripherals (IP). For example, in Figure 3, an IP 320 is illustrated as being
connected to SSP 308. These IPs may be used for providing functions for
interaction between users and the voice network, such as voice mail services,
digit collection, customized announcements, voice recognition, etc. Moreover,
the communications between SSP 308 and IP 320 may use the Primary Rate
interface (PRi) (e.g., the 1129 protocol) protocol. Additionally, IP 320 may
be
capable of sending and receiving information to/from Service Center 106. These
communications may use, for example, the SR-3511 protocol. Further, although
Figure 3 illustrates this connection as a direct connection, this connection
may
include any number of elements including routers, switches, hubs, etc., and
may
be via, for example, an internal data network for the voice network 104.
[055] Fig. 4 is a block diagram of a service center 106, consistent with
the principles of the present invention. As shown, service center 106 may
include firewalls 402 and 404, one or more digital companion servers 406, one
or
more communication portal servers 408, one or more network access servers
410, and a voice portal 412. Voice portal 412 may include a voice portal
application server 414 and a voice recognition server 416. A network 418 may
be used to interconnect the firewalls and servers. Additionally, back end
servers) 420 may be provided between the service center 106 and the voice
network 104.

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[056] Firewalls 402 and 404 provide security services for
communications between service center 106, data network 102, and voice
network 104, respectively. For example, firewalls 402 and 404 may restrict
communications (via network 102) between user terminal 112 (Fig. 1 ) and one
or
more servers within service center 106. Any appropriate security policy may be
implemented in firewalls 402 and 404 consistent with the principles of the
present invention. Firewalls 402 and 404 may be implemented using a
combination of known hardware and software, such as the Raptor Firewall
provided by the Axent Corporation. Further, firewalls 402 and 404 may be
implemented as separate machines within service center 106, or implemented
on one or more machines external to service center 106.
[057] Network 418 may be any appropriate type of network, such as an
Ethernet or FDDI network. Additionally, network 418 may also include switches
and routers as appropriate without departing from the scope of the invention.
Further, additional firewalls may be present in the network 418, for example,
to
place one or more of servers 406, 408, 410, or voice portal 412 behind
additional
firewalls.
[058] Each server (406, 408, 410, 414, 416, 420) may be any appropriate
type of server or computer, such as a Unix or DOS-based server or computer.
The servers may implement various logical functions, such as those described
below. In Figure 4, a different server is illustrated as being used for each
logical
function. In other embodiments, the logical functions may be split across
multiple servers, multiple servers may be used to implement a single function,
all
functions may be performed by a single server, etc.
[059] In general, a digital companion server 406 may provide the
software and hardware for providing specific services of the service center to
a
customer, that is, a user that subscribes to various services of service
center
106. Exemplary services include, for example, permitting a customer to add

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contacts to their address book from a history of calls made or received by the
customer, permitting a customer to make calls directly from their address
book,
scheduling a call to be placed at a specific time, or permitting the customer
to
look at the name and/or address associated with a phone number. Additionally,
these services may include permitting the customer to listen to their voice
mail
on-line, forwarding their calls based on a scheduler and/or the calling
parties
number, setting up conference calls on-line, real-time call management,
forwarding calls to a preferred device in a proper mode of delivery,
permitting the
customer to look up the preferred devices of other customers, etc.
[060] A communication portal server 408 may provide the hardware and
software for managing a customer's account and interfacing with customer
account information stored by the provider of customer's voice network 104.
Network access servers 410 may provide the hardware and software for sending
and receiving information to voice network 104 in processing the applications
provided by service center 106. For example, network access servers 410 may
be used for transmitting and/or receiving information from/to an ISCP 302 or
an
SSP 308 or 310 of voice network 104.
[061] Voice portal 412 includes software and hardware for receiving and
processing instructions from a customer via voice. For example, a customer
may dial a specific telephone number for voice portal 412. Then the customer,
using speech, may instruct service center 106 to modify the services to which
the
customer subscribes. Voice portal 412 may include, for example, a voice
recognition function 416 and an application function 414. Voice recognition
function 416 may receive and interpret dictation, or recognize spoken
commands. Application function 414 may receive, for example, the output from
voice recognition function 416, convert it to a format suitable for service
center
106 and forward the information to one or more servers (406, 408, 410) in
service center 106.

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[062] Fig. 5 illustrates a logical architecture of an exemplary system,
consistent with the present invention. As illustrated, the logical
architecture may
be split into four planes: client side plane 502, application service plane
504,
network access plane 506, and voice network plane 508.
[063] Client side plane 502 includes user terminals 112 A and 112 B
that a user may use to send and/or receive information to/from the service
center
106. Additionally, client side plane 502 includes the user's phones) 114. As
discussed above, user terminals 112 may be any type of device a user may use
for communicating with Service Center 106. For example, user terminal 112_A
may be a PDA running a program for communicating with the Service Center
106, while user terminal 112 B may be a desktop type computer running a web
browser for communicating with the Service Center 106 via the Internet.
Additionally, the user may have one or more phones 114, such as, for example,
one or more standard landline telephones and/or wireless phones, each
associated with a corresponding communication line identified by a telephone
number.
[064] Application service plane 504 includes the digital companion
servers) 406, communication portal servers) 408, and voice portal 412. These
entities may communicate between one another using, for example, web
services or any other suitable protocols. Web services are a standardized way
of integrating Web-based applications using the Extensible Markup Language
(XML), Simple Object Access Protocol (SOAP), Web Services Description
Language (WSDL) and Universal Description, Discovery and Integration (UDDI)
open standards over an Internet protocol (IP) backbone.
[065] As illustrated, digital companion server 406 may provide the
following functions: a client proxy function 512, a web server function 514,
an
application server function 516, a calendar server function 518, a
notification
server function 520, and a database function 522. Each of these functions may

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be performed in hardware, software, and/or firmware. Further, these functions
may each be executed by a separate server, split across multiple servers,
included on the same server functions, or any other manner.
[066] Client proxy function 512 provides a proxy function for the digital
companion that may be used for security purposes. Client proxy function 512
may be included in a separate server such that all communications sent from
the
other digital companion functions/servers to a user terminal 112 via data
network
102 go through client proxy 512. Also, if client proxy 512 is included on a
separate server, for example, an additional firewall may be provided between
client proxy 512 and other digital companion servers to provide additional
secu rity.
[067] Web server function 514 receives traffic over the data network 102
from a customer. For example, web server function 514 may compare a
standard web server that a customer may access using a web browser program,
such as Internet Explorer or Netscape Communicator.
[068] Application server function 516 encompasses the general functions
performed by the digital companion servers) 406. For example, these functions
may include interfacing with the various other digital companion functions to
perform specific services provided by the service center. These services may
include, for example, interfacing with other function(s), software and/or
hardware
to provide a customer with the capability of managing their calls online. This
capability may include services such as adding contacts to their address book
from a history of calls made or received by the customer, making calls
directly
from their address book, scheduling a call to be placed at a specific time, or
determining the name and/or address associated with a phone number.
Additionally, these services may include listening to voice mail on-line,
forwarding calls based on a scheduler and/or the calling parties number,
setting
up conference calls on-line, enabling call management with user intervention
in

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real-time, forwarding calls to a preferred device in a proper mode of
delivery,
looking up the preferred devices of other customers, etc.
[069] Additionally, application server function 516 may interface with one
or more external devices, such as an external web server, for retrieving or
sending information. For example, application server function 516 may
interface
with a voice network's data center 556 (e.g., verizon.com) to determine the
services to which the customer subscribes (e.g., call waiting, call
forwarding,
voice mail, etc.).
[070] Calendar server function 518 may provide the capability of
scheduling events, logging when certain events occurred, triggering the
application-functions to perform a function at a particular time, etc.
[071] Notification server function 520 provides the capability to send
information from the service center 106 to a user terminal 112. For example,
notification server function 520, at the direction of application server
function
516, may send a notification to user terminal 112 that the user is presently
receiving a phone call at the user's phone 114. This notification may be, for
example, an instant message pop-up window that provides an identification of
the caller as well as the number being called. The notification may also have
a
number of user-selectable buttons or items associated with it that enable the
user to manage a call in real-time.
[072] Database function 522 provides the storage of information useable
by the various applications executed by the digital companion servers. These
databases may be included in, for example, one or more external storage
devices connected to the digital companion servers. Alternatively, the
databases
may be included in storage devices within the digital companion servers
themselves. The storage devices providing database function 522 may be any
type of storage device, such as for example, CD-ROMs, DVD's, disk drives,
magnetic tape, etc.

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[073] As discussed above, communication portal servers) 408 provide
the hardware and software for managing a customer's account and interfacing
with customer account information stored by the provider of customer's voice
network 104. As illustrated in Figure 5, a communication portal server 408 may
provide the following functions: a web server function 526, an application
server
function 528, a contacts database function 530, and/or a customer profile
function 532. Each of these functions may be performed by a separate server,
split across multiple servers, included on the same server functions, or any
other
manner.
[074] Web server function 526, as with web server function 514 of the
digital companion servers, provides functionality for receiving traffic over
data
network 102 from a customer. For example, the web server may be a standard
web server that a customer may access using a web browser, such as Internet
Explorer or Netscape Communicator.
[075] Application server function 528 encompasses the general functions
performed by communication portal servers 408. For example, these functions
may include interfacing with voice network 104 to retrieve and/or modify
customer profile information, and creating and editing an address book for the
user. Additionally, application server function 528 may include the
functionality
of sending and/or receiving information to/from external servers and/or
devices.
For example, communication portal servers 408 may be connected to a network,
such as, the Internet. Application server function 528 may then provide
connectivity over the Internet to external servers 552 that provide web
services,
such as the Superpages web page. Application server function 528 could then
contact external services 552 to retrieve information, such as an address for
a
person in the user's address book.
[076] In another example, application server function 528 of
communication portal 408 may interface a single sign on (SSO) server 554.

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SSO 554 may be used to allow users to access all services to which the user
subscribes, on the basis of a single authentication that is performed when
they
initially access the network.
[077] Moreover, application server function 528, similar to application
server 516, may provide functionality to facilitate services performed by the
service center. These services may include, for example, interfacing with
other
function(s), software, and/or hardware to provide a customer with the
capability
of managing their calls online. This capability may include services such as
adding contacts to their address book from a history of calls made or received
by
the customer, making calls directly from their address book, scheduling a call
to
be placed at a specific time, or determining the name and/or address
associated
with a phone number. Additionally, these services may include listening to
voice
mail on-line, forwarding calls based on a scheduler and/or the calling parties
number, setting up conference calls on-line, enabling call management with
user
intervention in real-time, forwarding calls to a preferred device in a proper
mode
of delivery, looking up the preferred devices of other customers, etc.
[078] Contacts database 530 includes storage devices for storing an
address book for the user. This address book may be any appropriate type of
address book. For example, the user's address book may include the names,
phone numbers, and addresses of people and/or organizations. These storage
devices may be internal or external to the communication portal servers 406 or
some combination in between. In addition, these storage devices may be any
type of storage device, such as magnetic storage, memory storage, etc.
[079] Customer profile database 532 includes storage devices for storing
customer profile information for the user. These storage devices may be the
same or separate storage devices used for the contacts database. The
customer profile may include information regarding the user's account for
their
voice network. For example, this information may include the user's name,

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billing address, and other account information. Additionally, the customer
profile
may include information regarding voice services to which the user subscribes,
such as, for example, call waiting, voice mail, etc.
[080] Application services plane 504 of the architecture may also include
a voice portal 412. As discussed above, voice portal 412 may include, for
example, a voice recognition function 416 and an application server function
414, and be used for receiving and processing instructions from a customer via
voice. The voice recognition function may be implemented using hardware
and/or software capable of providing voice recognition capabilities. This
hardware and/or software may be a commercially available product, such as the
Voice Application platform available from Tellme Networks, Incorporated.
Application server function 414 of voice portal 412 may include hardware
and/or
software for exchanging information between digital companion servers 406 and
voice recognition function 416. Additionally, application server function 414
may
be included on a separate server, included in the hardware and software
providing voice recognition function 416, included in digital companion
servers
406, etc.
[081] Network Access plane 506 of the architecture includes the
functions for providing connectivity between application service plane 502 and
voice network 104. For example, this plane may include recent change engines
316, network access servers 410, and/or back end servers 420.
[082] As discussed above, recent change engines 316 may be used to
update switches and ISCP databases included in voice network 104. In one
embodiment, recent change engines 316 may include an AAIS 544, an eRC 546,
and/or an MSP 548. Additionally, a proxy 542 may be used between the digital
companion servers 406 and the recent change engines 542 for security
purposes.

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[083] Network access servers 410 may be included in service center 106
and may provide the hardware and software for sending and receiving
information to voice network 410 in processing the applications provided by
the
service center. For example, network access servers 410 may include a Caller
ID (CID) functionality for retrieving caller ID information from voice network
104,
a click to dial (CTD) functionality for instructing an intelligent peripheral
(IP) in the
voice network to place a call via an SSP, and/or a real time call management
(RTCM) functionality for interfacing with an ISCP of the voice network.
[084] Network Access plane 506 may also include one or more back end
servers) 420. Back end servers) 420 may include hardware and/or software for
interfacing service center 106 and voice network 104. Back end servers) 420
may be connected to service center 106 by a network, by a direct connection,
or
in any other suitable manner. Further, back end servers) 420 may connect to
one or more devices in voice network 104 by a network, a direct connection, or
in
any other suitable manner.
[085] Back end servers) 420 may include, for example, a server
providing a voice mail retrieval and notification function. This voice mail
retrieval
and notification function may include the capability to receive notifications
when
a user receives a voice mail, physically call a user's voice mail system,
enter the
appropriate codes to retrieve the voice mail, retrieve the voice mail, convert
the
voice mail to a digital file, and send it to digital companion servers 406.
[086] Additionally, back end servers) 420 may also include, for example,
a directory assistance server. This directory assistance server may interface
service center 106 with a Reverse Directory Assistance Gateway (RDA Gateway)
of the voice network 104. An RDA Gateway is a device for issuing requests to a
Data Operations Center (DOC) of voice network 104 for name and/or address
information associated with a phone number and receiving the name and/or
phone number in response to this request.

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[087] In another example, back end servers) 420 may include a wireless
Internet gateway that is used for interfacing with a mobile switching center
(MSC)
of a wireless voice network. As with the above-described back end servers)
420, this wireless Internet gateway may be used for converting requests and
information between the formats used by service center 106 and those used by
the wireless voice network.
[088] In yet another example, back end servers) 420 may include a
conference blasting server for instructing a conference bridge in voice
network
106 to dial out via an SSP to the participants of a voice conference.
Alternatively, for example, the back end servers) may include a server for
instructing an IP of the voice network to place a call between two parties by
dialing out to each of the parties. The back end servers) may also include the
capability to instruct the bridge or IP device to call an audio digitizing
device that
can listen to the conference, convert the audio signals to digital format, and
forward the digitized signals to a user device via, for example, an audio
streaming server. The audio streaming server may, for example, allow a user to
connect to it via, for example, the Internet. Additionally, the audio
streaming
device may buffer or record the signals to permit the user to pause, rewind,
and/or fast-forward thru the conference.
[089] In yet another example, back end servers) 420 may include a
Single Number Short Message Service (SN SMS) server for interfacing service
center 106 with a Short Message Service (SMS) gateway in voice network 104.
This may be used to permit the customer to have SMS messages addressed to
their home phone number directed to an SMS capable device of the users
choosing.
[090] Voice network plane 508 includes the hardware and software
included in voice network 104, as discussed above with reference to Fig. 3.
For
example, voice network plane 508 may include ISCP SPACE 314, ISCP 302,

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intelligent peripheral 320, and SSP 308. Additionally, voice network plane 508
may also include the hardware and software included in a wireless carrier's
network, such as, for example, the mobile switching center, etc.
[091] System Operation
[092] Figs. 6A and 6B comprise a diagram of an exemplary flowchart of a
method for forwarding a communication to a preferred device in a manner
consistent with the present invention. Although the steps of the flowchart are
described in a particular order, one skilled in the art will appreciate that
these
steps may be performed in a modified or different order. Further, one or more
of
the steps in Figs. 6A and 6B may be performed concurrently or in parallel.
[093] As illustrated in Figs. 6A and 6B, a calling party first initiates a
communication to a digital companion customer (step 602). For example, calling
party 120 may use a phone, such as phone 122, to call a digital companion
customer, such as user 110 at a specific telephone number associated with user
110. Alternatively, a calling party may use other devices to establish
communications other than phone calls with a digital companion customer.
Moreover, the calling party may be a digital companion customer that uses a
click-to-dial operation to call another digital companion customer. In a click-
to-
dial operation, for example, a calling party may call a PSTN device (such as a
standard wire-line telephone) from a PSTN device of the calling party by
initiating
an action on a packet network (e.g., data network). More particularly, the
calling
party may click on a hyperlink, button, or other indicator for the calling
party
presented on a display of a terminal 112. In response, an intelligent
peripheral
(IP) 320 (Figure 3) is notified and calls both the calling party and the
called party
on their respective PSTN devices. The IP may then bridge the two calls so that
the calling party and the called party may communicate with each other. Click-
to-dial is more fully explained in U.S. Patent Application No.

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(Attorney Docket No. 02-8000), which is herein incorporated by reference in
its
entirety.
[094] In a situation where the calling party is a digital companion
customer using click-to-dial or similar functionality to initiate the
communication
(Step 604 - Yes), the calling party may click on a hyperlink, button, or other
indicator on a user terminal 112 to start the communication. An application
server, such Ias application server 516, may proceed to retrieve call
preferences
of the called party using information garnered from the calling party's
selection
(e.g., called party name, called party number, etc.) (step 606). For example,
application server 516 may retrieve call preference information from database
522, customer profile database 532, or another database used to store
customer-related data. The call preference information may include, for
example, call block lists, lists of forwarding devices or telephone numbers,
voice
mail preferences, lists of recordings that the customer can set as pre-
recorded
messages, etc. An application server 516 may also retrieve call preferences of
the calling party in a similar manner using information identifying the
calling party
(e.g., calling party name, calling party number, etc.) (step 608). Call
preferences
of the calling party may be retrieved because in this case the calling party
is also
a digital companion customer.
[095] Once the various call preferences have been retrieved, application
server 516 may determine the preferred device for the called party, or the
preferred devices for both the called party and the calling party (step 610).
The
preferred device may be ultimately determined by a number of factors. For
example, application server 516 may be set to recognize a device indicated in
the retrieved call preferences as the preferred device. The device indicated
in
the call preferences may be different depending on the disposition of the
call.
For example, a customer may select different devices for answering calls,
voice
mail, screening calls, etc.

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[096] In one embodiment, application server 516 may instead recognize
a predetermined default device as a preferred device. A default device may be
selected, for example, when a customer neglects to explicitly specify a device
as
the preferred device.
[097] In another embodiment, application server 516 may instead
recognize the last device used by a customer as the preferred device. The last
device used may also be selected, for example, when a customer neglects to
explicitly specify a device as the preferred device. The customer also may
explicitly select an option that specifies the last device used as the
preferred
device.
[098] In yet another embodiment, application server 516 may instead
determine a preferred device based on a customer's location. For example, if
the customer is logged on to digital companion server 406 via a computer in
the
customer's office, then application server 516 may determine that the computer
is the customer's preferred device. Or, for example, the customer may specify
that a wireless device of the customer should be set as the preferred device
if
the customer is logged on to digital companion server 406 via a wireless
device,
such as the customer's wireless phone or a PDA. Additionally, in another
example, the customer may have a device with Global Positioning System (GPS)
capabilities such that the customer's location is forwarded to digital
companion
server 406. The customer in such an example may then specify what device
should be assigned as the preferred device based upon the information
regarding the customer's location.
[099] Application server 516 may also receive information from calendar
server 518 concerning preferred devices. For example, calendar server 518 may
maintain information that indicates which device is specified as a preferred
device for a customer in a particular time period (e.g., specific times, days,
months, etc.). As such, a customer may, in advance, specify time periods
during

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which different devices are designated as preferred devices. Whenever there is
a time period in which the customer scheduled a specific preferred device,
calendar server 518 notifies application server 516 of the preferred device to
be
set for the customer.
[0100] Application server 516 may also determine a preferred device to be
overridden by certain states that a customer chooses. For example, a customer
may opt to enter into a Do Not Disturb mode. If so, then the Do Not Disturb
mode overrides any indication of a preferred device and communications may
not be directed to the preferred devices. Instead, communications may be
routed to another predetermined destination, which may or may not be the
preferred device. A Do Not Disturb indication may be stored with the user
preference information for the customer in the Do Not Disturb mode (e.g., in
database 522, 532, etc.). A Do Not Disturb mode may also be used in
conjunction with calendar server 518 so that a customer can schedule
particular
periods of time to enter into a Do Not Disturb mode.
[0101] After determining the preferred devices for the called party and the
calling party, application server 516 causes the preferred device of the
calling
party to be signaled from an IP, in accordance with click-to-dial operations
(step
611 ). For example, application server 516 may send IP 320 information
reflective of the preferred device of the calling party. The IP may play a
recording for the calling party indicating, for example, that the
communication is
progressing. In situations where the preferred device of only the called party
was
determined, application server 516 may cause a default device, such as the
device used by the calling party to initiate the communication, to be signaled
from an I P.
[0102] In one aspect of the invention, instead of proceeding with normal
click-to-dial operations, after the preferred device of the called party is
determined, application server 516 or IP 320 may send, to the calling party's

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preferred device or to the device used by the calling party to initiate
communications, information indicating that the calling party should contact
the
called party at the called party's preferred device. The information may
include a
phone number, IP address, or other identifier of the called party's preferred
device. The calling party may thereafter establish a direct communication
connection with the called party's preferred device, ending the process of
forwarding a communication to a preferred device.
[0103] Application server 516 also determines whether the called party is
in a Do Not Disturb mode (step 612). In a Do Not Disturb mode, the customer
(e.g., called party) does not currently wish to be directly contacted. If the
called
party is in a Do Not Disturb mode, then application server 516 causes the
communication from the calling party to be routed to voice mail (step 614).
The
communication is routed to voice mail because the customer is not considered
to
have a preferred device. One of ordinary skill in the art will appreciate that
other
actions may be taken instead of sending the communication to voice mail. For
example, a recording may be provided to the calling party that does not allow
for
the calling party to leave a message.
[0104] If application server 516 determines that the called party is not in a
Do Not Disturb mode, then application server 516 causes communications to be
established with the preferred device of the called party (step 615). For
example, an IP, such as IP 320 may call the preferred device of the called
party
using information from application server 516 that is reflective of the called
party's preferred device. Application server 516 then determines whether a new
mode of delivery is required (step 616). A new mode of delivery to the
preferred
device of the called party may be needed, for example, if the calling party's
preferred device is currently using a format that differs from the format
required
for the called party's preferred device. For example, if the called party's
preferred device is a pager or SMS (Short Message Service) device and the

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calling party's preferred device is a landline phone, then a call cannot be
completed as though two phones were communicating with each other. Instead,
if possible, a phone number would need to be left in the case of a pager, and
an
SMS message would need to be sent in the case of an SMS device.
[0105] If a new mode of delivery is not required, then application server
516 causes the communication to be routed to the called party's preferred
device
from the calling party's preferred device (step 618). For example, application
server 516 may send an indication to IP 320 (via network access server 410)
that
IP 320 should proceed to bridge the call to the calling party and the call to
the
called party. Thereafter, the calling party and called party may communicate
with each other. Alternatively, in a situation when IP 320 is unable to bridge
calls
to the calling party and called party, application server 516 or IP 320 may
send,
to the calling party's preferred device or to the device used by the calling
party to
initiate communications, information indicating that the calling party should
contact the called party at the called party's preferred device. The
information
may include a phone number, IP address, or other identifier of the called
party's
preferred device. The calling party may thereafter establish a direct
communication connection with the called party's preferred device, ending the
process of forwarding a communication to a preferred device.
[0106] If a new mode of delivery is required, then the communication is
routed to the called party's preferred device in the new mode of delivery
(step
620). More particularly, the type of incoming data associated with the
communication to the calling party may be changed to match the type of data
required for the called party's preferred device. For example, if the calling
party's
preferred device is a mobile phone and the called party's preferred device is
a
pager, then a new mode of delivery may be needed. Application server 516 may
automatically send the pager a phone number where the calling party may be
reached. This phone number may be the number of the current preferred device

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33
of the calling party, or it may be a predetermined phone number previously set
by the calling party. Alternatively, application server 516 may prompt the
calling
party to enter a phone number instead of automatically providing one. More
generally, application server 516 may provide a user interface to the calling
party
that presents the calling party with an appropriate overlay to communicate
with
the called party's preferred device. For example, if the called party's
preferred
device is an SMS device, application server 516 may provide the calling party
an
overlay permitting the calling party to enter an SMS message.
[0107] Application server 516 may then send, via network access server
410, an indication to IP 320 that IP 320 should proceed to bridge the call to
the
calling party and the call to the called party. Thereafter, the calling party
and
called party may communicate with each other. Alternatively, in a situation
when
IP 320 is unable to bridge calls to the calling party and called party,
application
server 516 or IP 320 may send, to the calling party's preferred device or to
the
device used by the calling party to initiate communications, information
indicating
that the calling party should contact the called party at the called party's
preferred device. The information may include a phone number, IP address, or
other identifier of the called party's preferred device. The calling party may
thereafter establish a direct communication connection with the called party's
preferred device, ending the process of forwarding a communication to a
preferred device.
[0108] When click-to-dial is not used to initiate the communication (Step
604 - No), the communication may be routed from a phone to a voice network,
such as voice network 104, where an SSP 308 or 310 may intercept the
communication (step 622). In one aspect of the invention, SSP 308 or 310 may
intercept the communication because it encountered a trigger, such as a
terminating attempt trigger or a specific digit string trigger, associated
with the
communication. For example, a trigger may be set at SSP 308 or 310 on each

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34
of the communication lines (phone numbers) corresponding to a digital
companion customer. In this manner, a trigger is set to detect communications
received at the SSP that are directed to telephone numbers of digital
companion
customers.
[0109] After intercepting the communication, SSP 308 or 310 sends a
query to ISCP 302 requesting further instructions. In response, ISCP 302 sends
call information to a network access server 410 (step 624). In one embodiment,
the call information may be sent to network access server 410 via a Generic
Data Interface (GDI), using a message structure associated with GDI (e.g.,
GetData, SendData, or InvokeApp). The call information sent to network access
server 410 may also be sent in an encrypted form.
[0110] The call information may include, for example, call state data, a call
intercept parameter, a voice mail parameter, time zone data, user ID, called
number data, calling name data, calling number data, and calling party number
(CPN) presentation information. One of ordinary skill in the art will
appreciate
that additional information may be included with the call information, or that
some of the previously noted information may be omitted from the call
information.
[0111] Call state data may provide the current call state based on
processing (e.g., AIN processing) that has already occurred for the call. For
example, some possible values for call state data may be indicative of a call
being authorized for termination, a call being to a call intercept (CI)
service node
or IP, a call being from a CI service node or IP, a call being a priority call
from
the CI service node or IP, a call having a CI error encountered on a call to a
CI
service node or IP, or a call being on the first leg of a click-to-dial call.
[0112] The call intercept parameter identifies when a customer has
subscribed to the call intercept feature. In one embodiment, a call intercept
feature allows a customer to block calls originating from unidentified callers
that

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typically appear on a caller ID display as "unavailable", "private,"
"anonymous" or
"out of area". The feature may tell callers that unidentified calls are not
accepted
and ask them to record a name. If an unidentified caller does not record a
name
or enter an override code, the called party's phone will not ring, thus
eliminating
interruptions from unidentified callers.
[0113] The voice mail parameter identifies when a user has subscribed to
the voice mail feature. Time zone data refers to the customer's time zone.
Called number data refers to the telephone number of a called device
associated
with the user. User ID refers to a parameter that may have one of two values.
If
the user has subscribed to the distinctive ring feature, then user ID is set
to a
primary number value. If no such feature is subscribed to, then user ID is set
to
the same value as the called number. The distinctive ring feature, for
example,
may associate multiple telephone numbers with a single communication device,
with each number having a unique ringing pattern. A customer's primary number
is the main number associated with the line.
[0114] Calling number data refers to the number of the caller. This
parameter may contain such a number when it is available. In addition, the
parameter may contain a calling party address when the information is made
available by a previously executed AIN service. Otherwise, the calling number
parameter may include some arbitrary string of digits or characters (e.g., ten
zeros) when the caller ID information does or does not match a particular
format.
[0115] Calling name data refers to the name of the calling party. This
parameter may be retrieved, for example, by ISCP 302 from a database such as
LIDB 312. It may typically be possible to retrieve the calling name when the
database was populated with this data by a previously executed AIN service. If
the calling name is not successfully retrieved, then the calling name
parameter
may include, for example, an arbitrary string of digits or characters (e.g.,
zeros)
indicative of situations in which there was either no response from LIDB 312,
an

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36
erroneous response was returned from LIDB 312, no name was returned from
LIDB 312, the format of the caller ID is not in conformance, or the caller ID
presentation is restricted.
[0116] Upon receiving the call information from ISCP 302, network access
server 410 may decrypt the information, if necessary, and forward the received
information to application server 516 (step 626). Application server 516 may
then retrieve call preference information of the called party from a database
(step
628). In one embodiment, the database storing this call preference information
may be database 522, customer profile database 532, or another database used
to stored customer-related data. The call preference information may include,
for example, call block lists, lists of forwarding devices or telephone
numbers,
voice mail preferences, lists of recordings that the customer can set as pre-
recorded messages, etc. Thereafter, application server 516 may determine the
preferred device of the called party in a manner similar to that described
above
with reference to step 610 (step 630).
[0117] Next, application server 516 determines whether the called party is
in a Do Not Disturb mode (step 632). If the called party is in a Do Not
Disturb
mode, then application server 516 causes the communication from the calling
party to be routed to voice mail (step 634). One of ordinary skill in the art
will
appreciate that other actions may be taken instead of sending the
communication to voice mail. For example, a recording may be provided to the
calling party that does not allow for the calling party to leave a message.
[0118] If application server 516 determines that the called party is not in a
Do Not Disturb mode, then application server 516 may determine whether a new
mode of delivery is required (step 636). A new mode of delivery to the
preferred
device of the called party may be needed, for example, if the calling party's
current device is using a format that differs from the format required by the
called
party's preferred device. For example, if the called party's preferred device
is a

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37
pager or SMS device and the calling party is using a wireline phone, then a
call
cannot be completed as though two phones were communicating with each
other. Instead, if possible, a phone number would need to be left in the case
of
a pager, and an SMS message would need to be sent in the case of an SMS
device.
[0119] If a new mode of delivery is not required, then application server
516 causes the communication to be routed to the called party's preferred
device
(step 638). For example, application server 516 may send to ISCP 302, via
network access server 410, information reflective of the preferred device of
the
called party. In response, ISCP 302 may instruct a switch associated with the
called party's preferred device (e.g., SSP 308 or 310) to send the
communication
to the preferred device. Thereafter, the calling party and called party may
communicate with each other.
[0120] If a new mode of delivery is required, then application server 516
may send the device of the calling party a request for a new mode of delivery
(step 640). The type of incoming data associated with the communication to the
calling party may be changed to match the type of data required for the called
party's preferred device. More particularly, application server 516 may prompt
the calling party to enter information pertaining to a new mode of delivery
dependent on the type of preferred device. For example, if the preferred
device
of the called party is currently a pager, then application server 516 may
prompt
the calling party to enter a number at which the calling party can be reached.
If
the preferred device of the called party is an SMS device, then application
server
516 may prompt the calling party to enter an SMS message. More generally,
application server 516 may provide a user interface to the calling party that
presents the calling party with an appropriate overlay to communicate with the
called party's preferred device. For example, if the called party's preferred
device is an SMS device, application server 516 may provide the calling party
an

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38
overlay permitting the calling party to enter an SMS message. One of ordinary
skill in the art will appreciate that application server 516 may prompt a
calling
party for other types of information other than those explicitly set forth
above.,
[0121] In response, the device being used by the calling party may send
information pertaining to the requested new mode of delivery to application
server 516 (step 642). This information may be, for example, a phone number,
an SMS message, an e-mail, etc. Alternatively, application server 516 may not
need to prompt the calling party for a new mode of delivery. Instead,
application
server 516 may already have access to information needed for the new mode.
For example, application server 516 may already know the telephone number of
the calling party from the previously received call information. This may
eliminate the need to request a telephone number from the calling party when
one is needed for a new mode of delivery. Regardless of whether information
pertaining to the new mode of delivery is provided by the calling party or
automatically ascertained, the communication is thereafter routed to the
called
party's preferred device in the new mode of delivery (step 644).
[0122] Fig. 7 is a diagram of an exemplary flowchart of a method for
looking up the preferred device of a customer consistent with the principles
of
the present invention. Although the steps of the flowchart are described in a
particular order, one skilled in the art will appreciate that these steps may
be
performed in a modified or different order. Further, one or more of the steps
in
Fig. 7 may be performed concurrently or in parallel.
[0123] First, a digital companion customer initiates a contact, lookup (step
702). A digital companion customer may initiate such a lookup, for example, if
the customer wishes to communicate with a party in a contact list at a later
time
or otherwise needs information on the party. For the purposes of this
discussion,
assume that the party being looked up (e.g., target party) is also a digital
companion customer. When a contact lookup is initiated, the initiating party
may

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39
utilize a device, such as a user terminal 112, to access the initiating
party's
address book or other contact list. Such an address book or contact list may
be
located, for example, in database 522 or contacts database 530. Once the
initiating party has identified the target party, application server 516 may
proceed
to retrieve the call preferences of the target party (step 704). For example,
application server 516 may retrieve call preference information from database
522, customer profile database 532, or another database used to store
customer-related data. The call preference information may include,_ for
example, call block lists, lists of forwarding devices or telephone numbers,
voice
mail preferences, lists of recordings that the customer can set as pre-
recorded
messages, etc.
[0124 Application server 516 may also determine the current state of the
target party (step 706). The state may refer to the current status of
communication lines associated with the target party. For example,
communication lines associated with a target party may be blocked, busy,
available, or unknown. A blocked (e.g., Do Not Disturb) state may indicate
that a
party associated with the state does not currently wish to be contacted. A
busy
state may indicate that the communication line associated with the target
party is
currently in use. An available state may indicate that the line is currently
not in
use. An unknown state may indicate that the status cannot be determined or the
target party does not wish to advertise line state. State may be determined in
a
number of ways. For example, if the state of a line is Do Not Disturb, then
the
user preferences of the appropriate customer may have a Do Not Disturb
indicator associated with them. Accordingly, application server 516 would know
that the customer and lines associated with the customer are in a Do Not
Disturb
state. Similar indicators may be used to denote a busy or available state. If
the
user preferences of the target party has no indicator associated with them or
the

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state cannot not otherwise be determined, application server 516 may determine
the state to be unknown.
[0125] If application server 516 determines that the state is Do Not Disturb
(e.g., blocked) or unknown (step 708-Yes), then application server 516
provides
an indication of the state to the initiating party (step 710). For example,
application server 516 may cause displayed contact information on the target
party to be accompanied by a displayed indicator of the state. More
particularly,
different colors may be associated with different line states. An exemplary
color
scheme may associate red with a Do Not Disturb state, orange with a busy
state,
green with an available state, and black with an unknown state. One of
ordinary
skill in the art will appreciate that other schemes may be used to show line
states. For example, different colors, shapes, numbers, words, symbols, etc.
may all be used instead of or in addition to the aforementioned color scheme.
In
. step 710, because the state is unknown (e.g., all of the lines associated
with the .
target party are unknown) or Do Not Disturb, there is no current preferred
device
for the target party, and only the state is provided to the initiating party.
An
unknown state may also indicate that the state of one of the lines of a
customer
is unknown as opposed to all of the lines. In such a case, it may not be
necessary to provide only the state to the initiating party (e.g., there is a
valid
preferred device).
[0126] If application server 516 determines that the state is something
other than unknown or Do Not Disturb (e.g., state is busy or available) (step
708-
No), application server 516 proceeds to determine the preferred device of the
target party in a manner similar to that described above in step 610 (step
712).
Application server 516 then provides both an indication of the state and
preferred
device information to the initiating party (step 714). For example,
application
server 516 may cause displayed contact information on the target party to be
accompanied by a displayed indicator of the state and information indicating

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41
which device belonging to the called party is currently the preferred device.
Line
state may be displayed in a manner similar to that described above with
reference to step 710. In this case, preferred device information is provided
to
the initiating party because the target party has a preferred device and is
accepting calls.
[0127] After providing the state and/or preferred device information to the
initiating party, application server 516 may update the contact list (e.g.,
address
book) of the initiating party so that the state and preferred device are
stored with
the entry for the target party (step 716). Address books of other digital
companion customers having the target party as an entry may also be updated,
if, for example, the target party previously provided the other customers a
vCard
or some other means of automatically populating an address book.
[0128] Fig. 8 is a diagram of an exemplary user interface 800 that enables
a customer to change preferences consistent with the present invention. As
illustrated in Fig. 8, a customer may have the ability to enable or disable
real-
time call management for a given device. The customer also may select
particular devices to handle different actions. For example, a customer may
set
specific phone numbers, each associated with one device, to handle features
such as answer calls, send to voice mail, forward call, and/or telemarketer
zap
(e.g., call screening). One of ordinary skill in the art will appreciate that
other
features may also have phone numbers set for them. The customer also has the
option of viewing various other settings associated with the customer, such as
a
list of numbers that are call blocked, call back settings, etc.
[0129] Fig. 9 is a diagram of an exemplary user interface 900 displaying a
contact list accompanied by state and preferred device information consistent
with the present invention. As illustrated in Fig. 9, a customer that performs
a
contact lookup may be presented with a contact list that includes line state
and
preferred device information. The list depicted in Fig. 9 shows that Jim has
an

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42
available work line, an available home lirie, and a busy mobile line. The list
also
indicates that Jim's mobile phone is currently his preferred device. Steve and
Bob, on the other hand, have Do Not Disturb and unknown states, respectively.
Therefore, none of their devices are indicated as being a preferred device.
[0130] While the present invention has been described in connection with
various embodiments, many modifications will be readily apparent to those
skilled in the art. For example, although the methods and systems described
above pertain to communications to a called party that is a digital companion
customer, one of ordinary skill in the art will appreciate that modifications
may be
made so that communications may also be forwarded to called parties that are
not digital companion customers. For example, if the called party is not a
digital
companion customer, application server 516 may retrieve information reflective
of the calling party's preferences) for contacting the called party in order
to
determine a preferred device for the called party. This information may be
tied to
calendar information (e.g., time and/or day), priority information, default
information, etc., so that application server 516 may choose from among one or
more devices associated with the called party. In this manner, for example,
dependent on the time of day or another factor, a particular one of the called
party's devices may be set as the preferred device.
[0131] One skilled in the art will also appreciate that all or part of the
systems and methods consistent with the present invention may be stored on or
read from computer-readable media, such as secondary storage devices, like
hard disks, floppy disks, and CD-ROM; a carrier wave received from a network
such as the Internet; or other forms of ROM or RAM. Accordingly, embodiments
of the invention are not limited to the above described embodiments and
examples, but instead is defined by the appended claims in light of their full
scope of equivalents.

Dessin représentatif
Une figure unique qui représente un dessin illustrant l'invention.
États administratifs

2024-08-01 : Dans le cadre de la transition vers les Brevets de nouvelle génération (BNG), la base de données sur les brevets canadiens (BDBC) contient désormais un Historique d'événement plus détaillé, qui reproduit le Journal des événements de notre nouvelle solution interne.

Veuillez noter que les événements débutant par « Inactive : » se réfèrent à des événements qui ne sont plus utilisés dans notre nouvelle solution interne.

Pour une meilleure compréhension de l'état de la demande ou brevet qui figure sur cette page, la rubrique Mise en garde , et les descriptions de Brevet , Historique d'événement , Taxes périodiques et Historique des paiements devraient être consultées.

Historique d'événement

Description Date
Demande non rétablie avant l'échéance 2013-06-05
Inactive : Morte - Aucune rép. dem. par.30(2) Règles 2013-06-05
Inactive : CIB désactivée 2013-01-19
Inactive : CIB désactivée 2013-01-19
Réputée abandonnée - omission de répondre à un avis sur les taxes pour le maintien en état 2012-11-26
Inactive : Abandon. - Aucune rép dem par.30(2) Règles 2012-06-05
Inactive : CIB en 1re position 2012-02-27
Inactive : CIB enlevée 2012-02-27
Inactive : CIB enlevée 2012-02-27
Inactive : CIB enlevée 2012-02-27
Inactive : CIB enlevée 2012-02-27
Inactive : CIB enlevée 2012-02-27
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB attribuée 2012-02-23
Inactive : CIB attribuée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : CIB enlevée 2012-02-23
Inactive : Dem. de l'examinateur par.30(2) Règles 2011-12-05
Modification reçue - modification volontaire 2011-10-04
Inactive : Dem. de l'examinateur par.30(2) Règles 2011-04-14
Lettre envoyée 2009-01-05
Inactive : CIB expirée 2009-01-01
Inactive : CIB expirée 2009-01-01
Exigences pour une requête d'examen - jugée conforme 2008-11-25
Toutes les exigences pour l'examen - jugée conforme 2008-11-25
Requête d'examen reçue 2008-11-25
Lettre envoyée 2006-12-13
Inactive : Correspondance - Transfert 2006-11-15
Inactive : Renseignement demandé pour transfert 2006-09-20
Inactive : Transfert individuel 2006-07-26
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : CIB de MCD 2006-03-12
Inactive : Page couverture publiée 2005-08-26
Inactive : Lettre de courtoisie - Preuve 2005-08-23
Inactive : Notice - Entrée phase nat. - Pas de RE 2005-08-22
Demande reçue - PCT 2005-06-23
Exigences pour l'entrée dans la phase nationale - jugée conforme 2005-05-25
Demande publiée (accessible au public) 2004-06-10

Historique d'abandonnement

Date d'abandonnement Raison Date de rétablissement
2012-11-26

Taxes périodiques

Le dernier paiement a été reçu le 2011-11-21

Avis : Si le paiement en totalité n'a pas été reçu au plus tard à la date indiquée, une taxe supplémentaire peut être imposée, soit une des taxes suivantes :

  • taxe de rétablissement ;
  • taxe pour paiement en souffrance ; ou
  • taxe additionnelle pour le renversement d'une péremption réputée.

Les taxes sur les brevets sont ajustées au 1er janvier de chaque année. Les montants ci-dessus sont les montants actuels s'ils sont reçus au plus tard le 31 décembre de l'année en cours.
Veuillez vous référer à la page web des taxes sur les brevets de l'OPIC pour voir tous les montants actuels des taxes.

Historique des taxes

Type de taxes Anniversaire Échéance Date payée
Taxe nationale de base - générale 2005-05-25
TM (demande, 2e anniv.) - générale 02 2005-11-25 2005-11-21
Enregistrement d'un document 2006-07-26
TM (demande, 3e anniv.) - générale 03 2006-11-27 2006-11-27
TM (demande, 4e anniv.) - générale 04 2007-11-26 2007-11-26
TM (demande, 5e anniv.) - générale 05 2008-11-25 2008-11-24
Requête d'examen - générale 2008-11-25
TM (demande, 6e anniv.) - générale 06 2009-11-25 2009-11-23
TM (demande, 7e anniv.) - générale 07 2010-11-25 2010-11-22
TM (demande, 8e anniv.) - générale 08 2011-11-25 2011-11-21
Titulaires au dossier

Les titulaires actuels et antérieures au dossier sont affichés en ordre alphabétique.

Titulaires actuels au dossier
TELESECTOR RESOURCES GROUP, INC.
VERIZON DATA SERVICES INC.
Titulaires antérieures au dossier
CHRISTOPHER L. HELBLING
CRAIG L. REDING
JAGMIT SINGH
MAHESH RAJAGOPALAN
NAGENDRA KUNUTURI
Les propriétaires antérieurs qui ne figurent pas dans la liste des « Propriétaires au dossier » apparaîtront dans d'autres documents au dossier.
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Description du
Document 
Date
(yyyy-mm-dd) 
Nombre de pages   Taille de l'image (Ko) 
Description 2005-05-24 42 2 163
Revendications 2005-05-24 26 813
Abrégé 2005-05-24 2 73
Dessins 2005-05-24 10 167
Dessin représentatif 2005-08-24 1 6
Page couverture 2005-08-25 2 46
Description 2011-10-03 37 1 864
Revendications 2011-10-03 32 775
Rappel de taxe de maintien due 2005-08-21 1 110
Avis d'entree dans la phase nationale 2005-08-21 1 193
Demande de preuve ou de transfert manquant 2006-05-28 1 101
Courtoisie - Certificat d'enregistrement (document(s) connexe(s)) 2006-12-12 1 106
Rappel - requête d'examen 2008-07-27 1 119
Accusé de réception de la requête d'examen 2009-01-04 1 177
Courtoisie - Lettre d'abandon (R30(2)) 2012-08-27 1 164
Courtoisie - Lettre d'abandon (taxe de maintien en état) 2013-01-20 1 171
PCT 2005-05-24 2 63
Correspondance 2005-08-21 1 28
Taxes 2005-11-20 1 32
Correspondance 2006-09-19 1 20
Correspondance 2006-09-19 1 20
Taxes 2006-11-26 1 40
Taxes 2007-11-25 1 40
Taxes 2008-11-23 1 38