IP Library Granted Patent US 9,787,835
Granted Patent B1
US 9,787,835 · App. 15/051,930 · Granted Oct 10, 2017

Protecting sensitive information provided by a party to a contact center

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 9,787,835
App. No.
15/051,930
Granted
Oct 10, 2017
Kind
B1
Abstract

In one embodiment, a secure mechanism operates in conjunction with a three-way bridge in a contact center to protect against inadvertent exposure of sensitive information provided during a call. During the call, an agent may bridge on an interactive voice response system (“IVR”) onto the call prompting the party to enter sensitive information, such as a credit card account number, to effect a payment. The information may be provided by the party using dual-tone multiple frequency (“DTMF”) tones or speech. The IVR may provide a confirmatory announcement indicating the sensitive information received. A switch may be controlled by the IVR so that any sensitive information expected from the party or provided by the IVR in a confirmatory announcement is not presented to the agent or to a recording system. In this manner, the IVR suppresses the exposure of sensitive information to the agent and/or a recording system.

Claims (35)

1. A system comprising:

a three-way bridge connected to a call between a remote party and an agent; and

an interactive voice response (“IVR”) unit, wherein the IVR unit is bridged onto the call via the three-way bridge and is configured to:

determine whether a first announcement to be played to the remote party by the IVR unit conveys a first piece of sensitive information, and

control the three-way bridge so that the first piece of sensitive information is not conveyed to the agent upon determining the first announcement conveys the first piece of sensitive information.

2. The system of claim 1 , wherein the three-way bridge is configured to:

receive a request from the agent to bridge the IVR unit onto the call; and

bridge the IVR unit onto the call in response to receiving the request.

3. The system of claim 1 , wherein the IVR unit is further configured to:

determine whether a response to the first announcement from the remote party is expected to convey a second piece of sensitive information; and

control the three-way bridge so that at least a portion of the response comprising the second piece of sensitive information is not conveyed to the agent upon determining the response is expected to convey the second piece of sensitive information.

4. The system of claim 3 , wherein the IVR unit is further configured to cause a dummy tone or a masking sound to be presented to the agent in lieu of the second piece of sensitive information.

5. The system of claim 3 , wherein the second piece of sensitive information in the response from the remote party comprises keypad information originating from the remote party and received by the IVR unit.

6. A method for controlling a three-way bridge connecting a call between a remote party, an agent, and an interactive voice response (“IVR”) unit, the method comprising:

retrieving by the IVR unit a first announcement to be provided to the remote party by the IVR unit;

controlling the three-way bridge by the IVR unit to prevent at least a portion of the first announcement comprising a first piece of sensitive information to be conveyed to the agent upon determining the first announcement conveys the first piece of sensitive information; and

providing the first announcement to the remote party.

7. The method of claim 6 , further comprising:

receiving a request at the three-way bridge from the agent to bridge the IVR unit onto the call; and

bridging the IVR unit onto the call in response to receiving the request.

8. The method of claim 6 , further comprising:

determining by the IVR unit whether a response to the first announcement from the remote party is expected to convey a second piece of sensitive information; and

controlling the three-way bridge by the IVR unit to prevent at least a portion of the response comprising the second piece of sensitive information to be conveyed to the agent upon determining the response is expected to convey the second piece of sensitive information.

9. The method of claim 8 , further comprising causing a dummy tone or a masking sound to be presented to the agent in lieu of the second piece of sensitive information.

10. The method of claim 8 , wherein the second piece of sensitive information in the response from the remote party comprises keypad information originating from the remote party and received by the IVR unit.

11. A non-transitory, computer-readable medium comprising instructions that when executed by a computer processor cause the computer processor to:

bridge onto a call between a remote party and an agent;

retrieve a first announcement to be provided to the remote party;

control a switch to prevent at least a portion of the first announcement comprising a first piece of sensitive information to be conveyed to the agent upon determining the first announcement conveys the first piece of sensitive information; and

provide the first announcement to the remote party.

12. The non-transitory, computer-readable medium of claim 11 further comprising instructions that when executed by the computer processor cause the computer processor to:

determine whether a response to the first announcement is expected to convey a second piece of sensitive information; and

control the switch to prevent at least a portion of the response comprising the second piece of sensitive information to be conveyed to the agent upon determining the response is expected to convey the second piece of sensitive information.

13. The non-transitory, computer-readable medium of claim 12 further comprising instructions that when executed by the computer processor cause the computer processor to provide a dummy tone or a masking sound to the agent in lieu of the second piece of sensitive information.

14. The non-transitory, computer-readable medium of claim 12 , wherein the second piece of sensitive information in the response from the remote party comprises keypad information originating from the remote party and received by an IVR unit.

Assignments (13)
ASSIGNMENT Recorded Oct 27, 2025
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP); NOBLE SYSTEMS, LLC
To: ALVARIA, INC.
Reel/Frame 073360/0481 →
SECURITY INTEREST Recorded Oct 27, 2025
From: ALVARIA, INC.
To: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
Reel/Frame 073360/0564 →
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: NOBLE SYSTEMS, LLC
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0556 →
CERTIFICATE OF CONVERSION Recorded Mar 12, 2024
From: NOBLE SYSTEMS CORPORATION, A GEORGIA CORPORATION
To: NOBLE SYSTEMS, LLC, A DELAWARE LIMITED LIABILITY COMPANY
Reel/Frame 066794/0435 →
RELEASE OF SECURITY INTEREST Recorded May 10, 2021
From: WELLS FARGO CAPITAL FINANCE, LLC
To: NOBLE SYSTEMS CORPORATION
Reel/Frame 056193/0363 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
SECURITY INTEREST Recorded Apr 23, 2020
From: NOBLE SYSTEMS CORPORATION
To: WELLS FARGO CAPITAL FINANCE, LLC
Reel/Frame 052495/0287 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 24, 2016
From: PYCKO, MARCIN; KOSTER, KARL H
To: NOBLE SYSTEMS CORPORATION
Reel/Frame 037815/0276 →