IP Library Granted Patent US 10,880,429
Granted Patent B2
US 10,880,429 · App. 16/801,845 · Granted Dec 29, 2020

Method and apparatus for generating records from communication data

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 10,880,429
App. No.
16/801,845
Granted
Dec 29, 2020
Kind
B2
Abstract

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

Claims (44)

1. A computer-implemented method comprising:

obtaining, by a processor, one or more types of call data of a telephone call associated with a user device;

creating, by the processor, a first record including the one or more types of call data;

accessing, by the processor, one or more types of project data associated with a project;

associating, by the processor, the first record with the project by matching a first of the one or more types of call data of the first record with a first of the one or more types of project data;

creating, by the processor, a second record including a second of the one or more types of call data and a second of the one or more types of project data;

generating, by the processor, an invoice entry based on the second record, the invoice indicating a third of the one or more types of call data and the project; and

transmitting, by the processor, the invoice entry to the user device.

2. The method of claim 1 , wherein the first of the one or more types of call data is call time data, the call time data being indicative of the time the call was made.

3. The method of claim 1 , wherein the second of the one or more types of call data is call duration data, the call duration data being indicative of the duration of the call.

4. The method of claim 1 , wherein the telephone call is a call established between a telephone device and a third-party device.

5. The method of claim 4 , further comprising:

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

6. The method of claim 4 , wherein a type of the one or more types of call data is indicative of contact information of the third-party device used to establish the call.

7. The method of claim 6 , wherein the type of the one or more types of call data is a user name.

8. The method of claim 6 , wherein the type of the one or more types of call data is a telephone number.

9. The method of claim 4 , wherein the third-party device is located at a location remote from the processor.

10. The method of claim 4 , wherein the telephone device is located at a location remote from the processor.

11. The method of claim 1 , wherein the first of the one or more types of project data is indicative of the project and the second of the one or more types of project data is indicative of contact information associated with the project.

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

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

14. The method of claim 1 , wherein the telephone call occurs over a Voice over IP (VoIP) connection.

15. The method of claim 1 , wherein the telephone call is a video call.

16. The method of claim 1 , wherein the telephone call is established via an access point, radio tower, or PBX.

17. A computer-implemented method comprising:

obtaining, by a processor, one or more types of communication data associated with a user device;

creating, by the processor, a first record including the one or more types of communication data;

accessing, by the processor, one or types of project data associated with a project;

associating, by the processor, the first record with the project by matching a first of the one or more types of communication data of the first record with a first of the one or more types of project data;

creating, by the processor, a second record including a second of the one or more types of communication data and a second of the one or more types of project data;

generating, by the processor, an invoice entry based on the second record, the invoice indicating a third of the one or more types of communication data and the project; and

transmitting, by the processor, the invoice entry to the user device.

18. The method of claim 17 , wherein the communication data is obtained by video, Voice over IP (VoIP), Short Message Service (SMS), Instant Message (IM), or any combination thereof.

19. The method of claim 17 , wherein the first and second records are created using any of SALESFORCE API or Software-as-a-Service (SaaS) API.

20. An apparatus comprising:

a processor; and

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

obtain one or more types of call data of a telephone call associated with a user device;

create a first record including the one or more types of call data;

access one or more types of project data associated with a project;

associate the first record with the project by matching a first of the one or more types of call data of the first record with a first of the one or more types of project data;

create a second record including a second of the one or more types of call data and a second of the one or more types of project data;

generate an invoice entry based on the second record, the invoice indicating a third of the one or more types of call data and the project; and

transmit the invoice entry to the user device.

Assignments (8)
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 →
SECURITY INTEREST Recorded Jul 15, 2021
From: FINANCIALFORCE.COM, INC.
To: OBSIDIAN AGENCY SERVICES, INC.
Reel/Frame 056872/0236 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 26, 2020
From: BYRNE, MATTHEW JAMES
To: FINANCIALFORCE.COM, INC.
Reel/Frame 051940/0456 →
Continuity (2)
Continuation 15853265 · Dec 22, 2017
Related Publication 20200195774A1 · Jun 18, 2020
Cited By (2)
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