IP Library Granted Patent US 9,338,289
Granted Patent B1
US 9,338,289 · App. 14/928,826 · Granted May 10, 2016

Automatic determination of caller identification data in outgoing calls

Inventors: Manoj Goyal (Los Angeles, CA); Shze Chew Lee (Irvine, CA); Nicholas Hedges (Santa Monica, CA)
Assignee: Velocify, Inc.
H04M3/42059H04L61/106H04M3/42348H04M7/0021H04W8/183G06Q30/0267
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Quick Facts
Patent No.
US 9,338,289
App. No.
14/928,826
Granted
May 10, 2016
Kind
B1
Abstract

Automatic determination of caller identification information and encoding of such information in outgoing data requests, such a API calls to a call management component, are disclosed herein. The caller identification information may be determined by analyzing information associated with a call target to determine if the target has a custom outbound telephone number assigned, was contacted through a specific campaign, has local geographic data, is being called from a specific entity, or is being made from a call originator with a specific outbound number set. The system may execute machine learning on previous calling data in order to update caller identification selection models used for other outgoing calls.

Claims (66)

1. A target management computing system comprising:

one or more hardware computer processors; and

a non-transitory computer readable medium storing a caller identification selection algorithm executable by the one or more hardware computer processors to:

execute a prioritization algorithm on a plurality of user records to identify a particular user record having a current highest priority;

if a custom telephone number is set for the particular user record, select the custom telephone number as the outbound telephone number; and

if no custom telephone number is set for the particular user record:

if the particular user record was identified through a campaign, select a campaign telephone number as the outbound telephone number; and

if the particular user record was not identified through a campaign:

 if an IP address associated with electronic device of the user that was used to communicate with an online entity is available:

 determine a geographic identifier associated with the IP address;

 based on the geographic identifier, select as the outbound telephone number a telephone number having a similar geographic identifier; and

if an IP address or other geographic indicator is not available:

 if the particular user record is associated with a specific company having particular telephone numbers for outgoing calls, select a company telephone number associated with the specific company as the outbound telephone number; and

 if the particular user record is not associated with a company having particular telephone numbers for outgoing calls:

 if a call originator defined an outbound telephone number, select a call originator defined telephone number as the outbound telephone number; and

 if the call originator did not define an outbound telephone number, select a default outbound telephone number as the outbound telephone number; and

initiate an Application Programming Interface (API) call to a call management component, the API call including the outbound telephone number and an electronic destination address included in the particular user record;

wherein the call management component comprises a call initiation algorithm to:

transmit an encoded call initiation data sequence to the electronic destination address, the encoded call initiation data sequence including the outbound telephone number encoded as caller identification information;

monitor a connection with the electronic destination address; and

when the user responds to the call initiation data sequence, associating the connection with an online multi-party connection interface.

2. The target management computing system of claim 1 , wherein the call management component:

transmits a second encoded call initiation data sequence to a second electronic destination address associated with a communication device of the online entity;

monitors a second connection with the second electronic destination address; and

when a second user responds to the second call initiation data sequence, associating the second connection with the online multi-party connection interface such that the first user and the second user communicate via the online multi-party connection interface.

3. The target management computing system of claim 2 , wherein the call management component:

in response to a first predefined input from the user or the second user, transmits a third encoded call initiation data sequence to a third electronic destination address associated with a second communication device of the online entity;

monitors a third connection with the third electronic destination address; and

when a third user responds to the third call initiation data sequence, associating the third connection with the online multi-party connection interface such that the user, second user, and the third user communicate via the online multi-party connection interface.

4. The target management computing system of claim 3 , wherein the target management computing system further:

determines an attribute of the user;

accesses a database storing a plurality of attributes each associated with a corresponding caller identification information;

determines a particular caller identification information associated with the determined attribute;

wherein the third encoded call initiation data sequence includes the particular caller identification information.

5. An automated caller identification selection system comprising:

one or more hardware computer processors; and

a non-transitory computer readable medium storing instructions executable by the one or more hardware computer processors to:

generate user interface data to cause presentation on a call originator computing system of a first user interface component;

receive, from the call originator computing system, an indication of selection of the first user interface component by a user of the call originator system;

access a call target database storing indications of:

a plurality of potential call targets; and

telephone numbers corresponding to respective potential call targets;

select, from the call target database, a particular call target of the plurality of potential call targets;

determine a telephone number associated with the particular call target in the call target database;

determine caller identification information to include in an outbound telephone call initiated by automated call system to the particular call target, the caller identification information include one or more of a telephone number or alphanumeric characters, wherein selection of an outbound telephone number comprises:

if a custom telephone number is set for the particular call target, select the custom telephone number as the outbound telephone number; and

if no custom telephone number is set for the particular call target:

if the particular call target was identified through a campaign, select a campaign telephone number as the outbound telephone number; and

if the particular call target was not identified through a campaign:

if a geographic location is available for the particular call target, select a local telephone number associated with the geographic location as the outbound telephone number by:

if contact information for the particular call target includes a geographic marker:

 access a database of available telephone number for use in caller identification information of outbound telephone calls;

 determine whether there are one or more available telephone numbers for a geographic region corresponding to the geographic marker; and

 select the local telephone number from the one or more available telephone numbers for the geographic region corresponding to the geographic marker; and

if the contact information for the particular call target does not include a geographic marker:

 query a demographic database, using available contact information for the particular call target, to access additional demographic data associated with the particular call target;

 if the additional demographic data includes a geographic marker for the particular call target:

 access the database of available telephone numbers for use in caller identification information of outbound telephone calls;

 determine whether there are one or more available telephone numbers for a geographic region corresponding to the geographic marker; and

 select the local telephone number from the one or more available telephone numbers for the geographic region corresponding to the geographic marker; and

if the geographic location is not available for the particular call target:

 if the particular call target is associated with a specific company having particular telephone numbers for outgoing calls, select a company telephone number associated with the specific company as the outbound telephone number; and

 if the particular call target is not associated with a company having particular telephone numbers for outgoing calls:

 if the call originator defined an outbound telephone number, select a call originator defined telephone number as the outbound telephone number; and

 if the call originator did not define an outbound telephone number, select a default outbound telephone number as the outbound telephone number; and

automatically initiate an outbound telephone call between the call originator and the particular call target with caller identification information in the outbound telephone call set to the selected outbound telephone number so that a calling device of the particular call target displays the selected outbound telephone number as caller identification information for the telephone call.

Assignments (7)
CHANGE OF NAME Recorded Feb 2, 2022
From: ELLIE MAE, INC.
To: ICE MORTGAGE TECHNOLOGY, INC.
Reel/Frame 058947/0711 →
MERGER Recorded Feb 2, 2022
From: VELOCIFY, INC.
To: ELLIE MAE, INC.
Reel/Frame 058857/0860 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 049199/0510 Recorded Sep 10, 2020
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ELLIE MAE, INC.
Reel/Frame 053752/0520 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 049226/0210 Recorded Sep 10, 2020
From: CORTLAND CAPITAL MARKET SERVICES LLC, AS COLLATERAL AGENT
To: ELLIE MAE, INC.
Reel/Frame 053752/0683 →
PATENT SECURITY AGREEMENT (SECOND LIEN) Recorded May 20, 2019
From: ELLIE MAE, INC.
To: CORTLAND CAPITAL MARKET SERVICES LLC
Reel/Frame 049226/0210 →
PATENT SECURITY AGREEMENT (FIRST LIEN) Recorded May 16, 2019
From: ELLIE MAE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 049199/0510 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 11, 2016
From: GOYAL, MANOJ; LEE, SHZE CHEW; HEDGES, NICHOLAS
To: VELOCIFY, INC.
Reel/Frame 037713/0685 →
Continuity (3)
Provisional Application 62185509 · Jun 26, 2015
Provisional Application 62208298 · Aug 21, 2015
Provisional Application 62239162 · Oct 8, 2015