IP Library Granted Patent US 8,275,115
Granted Patent B1
US 8,275,115 · App. 10/963,236 · Granted Sep 25, 2012

System and method for securing data exchanged during a telephone call

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Quick Facts
Patent No.
US 8,275,115
App. No.
10/963,236
Granted
Sep 25, 2012
Kind
B1
Abstract

A system and method for receiving information from a caller without the information being accessed by an agent handling the call. A call is received and routed to an agent, who may be remote. When predetermined information (e.g., credit card number, social security number) is to be provided by the caller, an IVR (Interactive Voice Response) unit or media server is bridged into the call. The caller's input is received by the IVR unit, but not by the agent. If the information is entered as DTMF tones, those tones may be muted or altered for the agent. The agent's voice connection may remain open, however, to receive and answer questions from the caller. If the information is provided verbally, the audio connection to the agent may be muted. The agent is signaled when the information is complete, at which time the IVR unit is disconnected and the call proceeds normally.

Claims (141)

1. A method of securely receiving information provided by a caller during a telephone call with a call handling agent, the method comprising:

receiving at a call handling system a call from the caller;

routing the call to an agent remote from the call handling system, wherein the agent is equipped with a computing device;

initiating a call handling script on the computing device;

receiving from the agent a signal to initiate secure receipt of information from the caller;

bridging an interactive voice response (IVR) unit onto the call;

receiving the information from the caller at the IVR unit but not at the agent;

validating the information received from the caller; and

notifying the agent that the information was received.

2. The method of claim 1 , wherein said initiating comprises transmitting the script to the computing device from the call handling system.

3. The method of claim 1 , wherein said initiating comprises triggering, by the call handling system, execution of the script on the computing device.

4. The method of claim 1 , wherein said routing comprises bridging a call leg to the agent onto the call from the caller.

5. The method of claim 1 , wherein said signal is received via the computing device.

6. The method of claim 1 , wherein said receiving comprises:

enabling the caller and the agent to converse while the information is received at the IVR unit.

7. The method of claim 1 , wherein the information is received as a sequence of Dual-Tone Multi-Frequency (DTMF) tones, and wherein said receiving comprises:

altering said tones before said tones are received by the agent.

8. The method of claim 7 , wherein the altering is performed by the IVR unit.

9. The method of claim 1 , wherein said receiving comprises:

muting the call connection to the agent.

10. The method of claim 9 , wherein the muting is performed by the IVR unit.

11. The method of claim 1 , wherein said notifying comprises:

transmitting a notification to the computing device.

12. The method of claim 1 , wherein the agent is a human.

13. The method of claim 1 , further comprising:

storing the information in a secure database; and

storing other information of the caller received by the agent in an unsecured database, separate from the secure database.

14. The method of claim 1 , further comprising:

storing a first recording containing sensitive information of the caller in a secure database; and

storing a second recording containing non-sensitive information of the caller in an unsecured database, separate from the secure database.

15. The method of claim 1 , further comprising:

exchanging information between the caller and the agent through the IVR unit.

16. The method of claim 15 , wherein the exchanging includes enabling the agent to participate while the information is being received at the IVR unit.

17. The method of claim 1 , wherein the agent is enabled to control an experience of the caller during the call through the IVR unit.

18. The method of claim 1 , further comprising:

exchanging information between the caller and the IVR unit.

19. The method of claim 18 , wherein the exchanging includes enabling the IVR unit to communicate information to the caller.

20. The method of claim 18 , wherein the exchanging includes enabling the IVR unit to play a message to the caller.

21. The method of claim 18 , wherein the exchanging includes enabling the IVR unit to repeat the information back to the caller.

22. The method of claim 1 , wherein the caller is enabled to interrupt the process of receiving the information.

23. A non-transitory computer readable storage medium storing instructions that, when executed by a computer, cause the computer to perform a method of securely receiving information provided by a caller during a telephone call with a call handling agent, the method comprising:

receiving at a call handling system a call from the caller;

routing the call to an agent remote from the call handling system, wherein the agent is equipped with a computing device;

initiating a call handling script on the computing device;

receiving from the agent a signal to initiate secure receipt of information from the caller;

bridging an interactive voice response (IVR) unit onto the call;

receiving the information from the caller at the IVR unit but not at the agent;

validating the information received from the caller; and

notifying the agent that the information was received.

24. A method of securely receiving information transmitted during a telephone call, the method comprising:

receiving a telephone call from a caller;

connecting an agent to the call;

prior to transmission of predetermined information from the caller, connecting a voice response unit to the call to initiate a secure receipt of the predetermined information without disconnecting the agent;

receiving the predetermined information from the caller at the voice response unit; and

preventing the agent from receiving the predetermined information.

25. The method of claim 24 , wherein said preventing comprises:

muting the received predetermined information on the agent connection to the call.

26. The method of claim 25 , wherein the muting is performed by the voice response unit.

27. The method of claim 24 , wherein said preventing comprises:

masking the received predetermined information on the agent connection to the call.

28. The method of claim 27 , wherein the masking is performed by the voice response unit.

29. The method of claim 24 , wherein said preventing comprises:

altering the received predetermined information on the agent connection to the call.

30. The method of claim 29 , wherein the altering is performed by the voice response unit.

31. The method of claim 24 , wherein said receiving comprises:

receiving DTMF (Dual-Tone Multi-Frequency) tones corresponding to the predetermined information.

32. The method of claim 31 , wherein said preventing comprises:

altering the DTMF tones on the agent connection to the call.

33. The method of claim 31 , wherein said preventing comprises:

enabling the agent to converse with the caller.

34. The method of claim 24 , further comprising, during receipt of the predetermined information from the caller:

enabling the caller to converse with the agent.

35. The method of claim 24 , wherein said receiving comprises:

receiving verbal input of the predetermined information.

36. The method of claim 35 , wherein said preventing comprises:

muting the verbal input on the agent connection to the call.

37. The method of claim 24 , further comprising:

acknowledging to the caller receipt of the predetermined information.

38. The method of claim 24 , further comprising:

notifying the agent of receipt of the predetermined information.

39. The method of claim 38 , wherein said notifying comprises generating, for the agent, visual confirmation of receipt of the predetermined information.

40. The method of claim 24 , further comprising:

storing the predetermined information in a secure database; and

storing other information of the caller received by the agent in an unsecured database, separate from the secure database.

41. The method of claim 24 , further comprising:

storing a first recording containing the predetermined information of the caller in a secure database; and

storing a second recording containing other information of the caller in an unsecured database, separate from the secure database.

42. The method of claim 24 , further comprising:

exchanging information between the caller and the agent through the voice response unit.

43. The method of claim 42 , wherein the exchanging includes enabling the agent to participate while the predetermined information is being received at the voice response unit.

44. The method of claim 24 , wherein the agent is enabled to control an experience of the caller during the call through the voice response unit.

45. The method of claim 24 , further comprising:

exchanging information between the caller and the voice response unit.

46. The method of claim 45 , wherein the exchanging includes enabling the voice response unit to communicate information to the caller.

47. The method of claim 45 , wherein the exchanging includes enabling the voice response unit to play a message to the caller.

48. The method of claim 24 , wherein the caller is enabled to interrupt the process of receiving the predetermined information.

49. The method of claim 45 , wherein the exchanging includes enabling the voice response unit to repeat the predetermined information back to the caller.

50. A non-transitory computer readable storage medium storing instructions that, when executed by a computer, cause the computer to perform a method of securely receiving information transmitted during a telephone call, the method comprising:

receiving a telephone call from a caller;

connecting an agent to the call;

prior to transmission of predetermined information from the caller, connecting a voice response unit to the call to initiate a secure receipt of the predetermined information without disconnecting the agent;

receiving the predetermined information from the caller at the voice response unit; and

preventing the agent from receiving the predetermined information.

51. An apparatus for securely receiving information transmitted during a telephone call, comprising:

a call switch configured to:

receive a call from a caller;

connect an agent to the call; and

connect an interactive voice response (IVR) unit to the call to initiate a secure receipt of the predetermined information without

disconnecting the agent;

the IVR unit being configured to:

receive information from a caller during a telephone call; and

prevent the agent from receiving a portion of the information.

52. The apparatus of claim 51 , wherein said IVR unit is further configured to received Dual-Tone Multi-Frequency (DTMF) tones from the caller.

53. The apparatus of claim 52 , wherein:

the portion of information is received as a sequence of DTMF tones; and

said IVR unit prevents the agent from receiving the portion of information by altering the sequence of DTMF tones.

54. The apparatus of claim 53 , wherein said IVR unit alters the sequence of DTMF tones by muting the DTMF tones.

55. The apparatus of claim 53 , wherein said IVR unit alters the sequence of DTMF tones by replacing the DTMF tones.

56. The apparatus of claim 51 , wherein said IVR unit comprises a media server.

57. The apparatus of claim 51 , wherein:

the portion of information is received verbally from the caller; and

said IVR unit prevents the agent from receiving the portion of information by muting a voice portion of the connection to the agent.

58. The apparatus of claim 51 , wherein said IVR unit is further configured to prompt the agent after the portion of information is received.

59. The apparatus of claim 51 , further comprising:

a secure database configured to store the portion of information; and

an unsecured database, separate from the secure database, configured to store other information of the caller received by the agent.

60. The apparatus of claim 51 , further comprising:

a secure database configured to store a first recording containing sensitive information of the caller; and

an unsecured database, separate from the secure database, configured to store a second recording containing non-sensitive information of the caller.

61. The apparatus of claim 51 , wherein the IVR unit is further configured to:

facilitate an exchange of information between the caller and the agent.

62. The apparatus of claim 61 , wherein the exchange includes enabling the agent to participate while the information is being received at the IVR unit.

63. The apparatus of claim 51 , wherein the IVR unit is further configured to:

enable the agent to control an experience of the caller during the call.

64. The apparatus of claim 51 , wherein the IVR unit is further configured to:

exchange information with the caller.

65. The apparatus of claim 64 , wherein the exchange includes communicating information to the caller.

66. The apparatus of claim 64 , wherein the exchange includes playing a message to the caller.

67. The apparatus of claim 64 , wherein the exchange includes repeating information back to the caller.

68. The apparatus of claim 51 , wherein the IVR unit is further configured to:

enable the caller to interrupt the process of receiving the portion of information.

Assignments (10)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 14, 2025
From: SL MIDCO 2, LLC; SL MIDCO 1, LLC; LO PLATFORM MIDCO, INC.; SERENOVA, LLC; LIFESIZE, INC.; TELESTRAT LLC; LIGHT BLUE OPTICS INC.; SERENOVA WFM, INC.
To: ENGHOUSE INTERACTIVE INC.
Reel/Frame 070932/0415 →
SECURITY INTEREST Recorded Mar 16, 2020
From: SERENOVA, LLC
To: WESTRIVER INNOVATION LENDING FUND VIII, L.P.
Reel/Frame 052126/0423 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 43855/0947 Recorded Mar 3, 2020
From: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
To: SERENOVA, LLC, FORMERLY KNOWN AS LIVEOPS CLOUD PLATFORM, LLC; LO PLATFORM MIDCO, INC.; TELSTRAT LLC
Reel/Frame 052079/0941 →
SECURITY INTEREST Recorded Mar 2, 2020
From: SERENOVA, LLC; LIFESIZE, INC.; LO PLATFORM MIDCO, INC.
To: SILICON VALLEY BANK, AS ADMINISTRATIVE AGENT AND COLLATERAL AGENT
Reel/Frame 052066/0126 →
RELEASE OF SECURITY INTEREST Recorded Nov 3, 2017
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: LO PLATFORM MIDCO, INC.; SERENOVA, LLC
Reel/Frame 044030/0105 →
SECURITY INTEREST Recorded Oct 13, 2017
From: SERENOVA, LLC, FORMERLY KNOWN AS LIVEOPS CLOUD PLATFORM, LLC; LO PLATFORM MIDCO, INC.; TELSTRAT LLC
To: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
Reel/Frame 043855/0947 →
CHANGE OF NAME Recorded Mar 20, 2017
From: LIVEOPS CLOUD PLATFORM, LLC.
To: SERENOVA, LLC.
Reel/Frame 041653/0292 →
PATENT SECURITY AGREEMENT Recorded Dec 24, 2015
From: LO PLATFORM MIDCO, INC.; LIVEOPS CLOUD PLATFORM, LLC
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 037372/0063 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 3, 2015
From: LIVEOPS, INC.
To: LIVEOPS CLOUD PLATFORM, LLC
Reel/Frame 036946/0577 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 12, 2004
From: EVERINGHAM, JAMES; TABB, LLOYD WILLIAM
To: LIVEOPS, INC.
Reel/Frame 015895/0918 →