IP Library Granted Patent US 10,616,402
Granted Patent B2
US 10,616,402 · App. 15/853,265 · Granted Apr 7, 2020

Using call data to log activities and generate activity records

Inventor: Matthew James Byrne (Harrogate, GB)
Assignee: FINANCIALFORCE.COM, INC.
H04M3/2218G06Q10/103G06Q30/01H04L67/02G06Q10/1091H04M2203/556
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Quick Facts
Patent No.
US 10,616,402
App. No.
15/853,265
Granted
Apr 7, 2020
Kind
B2
Abstract

Various embodiments concern obtaining call data and generating activity logs. More specifically, call data such as contact information and call time associated with a telephone call are obtained. The obtained data is then used to generate a report including the time, duration, and project or client associated with telephone call. Thus, an activity log is automatically generated using the call data.

Claims (44)

1. A computer-implemented method performed on a SALESFORCE platform for obtaining data associated with a call between a telephone device and a third-party device and generating activity logs indicative of the call, comprising:

obtaining, by a processor, call contact data indicative of contact information of the third-party device, call time data indicative of the time the call was made, call duration data indicative of the duration of the call, and user data indicative of a user of the telephone device;

creating, by the processor, a first record including the call contact data, call time data, call duration data, and user data;

accessing, by the processor, project data including a project identifier indicative of a project and a project contact data indicative of contact information associated with the project;

associating, by the processor, the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;

creating, by the processor, a second record including the call duration data and user data from the first record and project identifier from the project data;

generating, by the processor, an invoice entry based on the second record and indicating the duration of the call, the user of the telephone device, and the project associated with the call; and

transmitting, by the processor, the invoice entry to the user associated with the telephone device.

2. The method of claim 1 , wherein the first and second records are created using a Software as a Service (SaaS) API.

3. The method of claim 1 , wherein the first and second records are created using a SALESFORCE API.

4. A computer-implemented method for obtaining call data and generating activity logs, comprising:

obtaining, by a processor, call contact data, call time data, and call duration data;

creating, by the processor, a first record including the call contact data, call time data, and call duration data;

accessing, by the processor, project data including a project identifier and a project contact data;

associating, by the processor, the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;

creating, by the processor, a second record including the call duration data and project identifier;

generating, by the processor, an invoice entry based on the second record and indicating the duration of the call and the project associated with the call; and

transmitting, by the processor, the invoice entry to a user associated with the telephone call.

5. The method of claim 4 , wherein the call time data is indicative of the time the call was made.

6. The method of claim 4 , wherein the call duration data is indicative of the duration of the call.

7. The method of claim 4 , wherein the telephone call is a call established between a telephone device and a third-party device.

8. The method of claim 7 , further comprising:

obtaining user data indicative of a user associated with the telephony device.

9. The method of claim 7 , wherein the call contact data is indicative of contact information of the third-party device used to establish a call.

10. The method of claim 9 , wherein the call contact data may be a user name.

11. The method of claim 9 , wherein the call contact data may be a telephone number.

12. The method of claim 7 , wherein the third-party device is located at a location remote from the processor.

13. The method of claim 7 , wherein the telephone device is located at a location remote from the processor.

14. The method of claim 4 , wherein the project identifier is indicative of a project and the project contact data is indicative of contact information associated with the project.

15. The method of claim 4 , wherein the first and second records are created using a Software as a Service (SaaS) API.

16. The method of claim 4 , wherein the first and second records are created using a SALESFORCE API.

17. The method of claim 4 , wherein the telephone call occurs over a Voice over IP (VoIP) connection.

18. The method of claim 4 , wherein the telephone call may be a video call.

19. The method of claim 4 , wherein the telephone call is established via an access point, radio tower, or PBX.

20. An apparatus for obtaining call data and generating activity logs, comprising:

a processor; and

a memory that includes instructions which, when executed by the processor, cause the processor to:

obtain call contact data, call time data, and call duration data;

create a first record including the call contact data, call time data, and call duration data;

access project data including a project identifier and a project contact data;

associate the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;

create a second record including the call duration data and project identifier;

generate an invoice entry based on the second record and indicating the duration of the call and the project associated with the call; and

transmit the invoice entry to a user associated with the telephone call.

Assignments (13)
CHANGE OF ADDRESS Recorded Sep 12, 2024
From: CERTINIA INC.
To: CERTINIA INC.
Reel/Frame 068948/0361 →
SECURITY INTEREST Recorded Aug 7, 2023
From: CERTINIA INC.
To: BLUE OWL CREDIT INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 064510/0495 →
RELEASE OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded Aug 4, 2023
From: KEYBANK NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
To: CERTINIA, INC.
Reel/Frame 064502/0117 →
CHANGE OF NAME Recorded Jun 20, 2023
From: FINANCIALFORCE.COM, INC.
To: CERTINIA INC.
Reel/Frame 064042/0206 →
RELEASE OF SECURITY INTEREST Recorded Mar 24, 2022
From: OBSIDIAN AGENCY SERVICES, INC.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 059389/0501 →
SECURITY INTEREST Recorded Feb 21, 2022
From: FINANCIALFORCE.COM, INC.
To: KEYBANK NATIONAL ASSOCIATION
Reel/Frame 059204/0323 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ERRONEOUS APPLICATION NUMBER PREVIOUSLY RECORDED AT REEL: 048416 FRAME: 0266. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY INTEREST. Recorded Oct 23, 2019
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 050836/0001 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ERRONEOUS APPLICATION NUMBER PREVIOUSLY RECORDED AT REEL: 049535 FRAME: 0815. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Oct 23, 2019
From: TRIPLEPOINT VENTURE GROWTH BDC CORP.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 050835/0594 →
CORRECTIVE ASSIGNMENT TO CORRECT THE 15090101 PREVIOUSLY RECORDED ON REEL 047271 FRAME 0284. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded May 21, 2019
From: FINANCIALFORCE.COM, INC.
To: TRIPLEPOINT VENTURE GROWTH BDC CORP.
Reel/Frame 049247/0752 →
SECURITY INTEREST Recorded Feb 22, 2019
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 048416/0266 →
RELEASE OF SECURITY INTEREST Recorded Feb 22, 2019
From: TRIPLEPOINT VENTURE GROWTH BDC CORP.
To: FINANCIALFORCE.COM, INC.
Reel/Frame 049535/0815 →
THIRD AMENDMENT TO SECURITY AGREEMENT Recorded Oct 19, 2018
From: FINANCIALFORCE.COM, INC.
To: TRIPLEPOINT VENTURE GROWTH BDC CORP.
Reel/Frame 047271/0284 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 2, 2018
From: BYRNE, MATTHEW JAMES
To: FINANCIALFORCE.COM, INC.
Reel/Frame 044518/0579 →
Continuity (1)
Related Publication 20190199852A1 · Jun 27, 2019
Cited By (2)
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