IP Library Granted Patent US 11,388,283
Granted Patent B2
US 11,388,283 · App. 16/952,033 · Granted Jul 12, 2022

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 11,388,283
App. No.
16/952,033
Granted
Jul 12, 2022
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 (46)

1. A method comprising:

accessing via a first application programming interface (“API”) to receive one or more types of call data of a call associated with a user device, the call data including call contact data and user data configured to indicate an employee assignment associated with the user device;

identifying at a processor of a shared pool of computing resources the one or more types of call data;

generating a data structure associated with a stored record, the data structure being configured to store the call data by reformatting an initial data structure associated with the call data when received;

mapping a field of the initial data structure to another field of the data structure after being generated to store call data in the stored record;

accessing via a second application programming interface (“API”) one or more types of project data associated with a project;

matching at the processor a type of call data with a type of project data and employee data associated with the employee assignment, the call data, the project data, and the employee data being updated in the data structure of the stored record and configured to be displayed in a graphical user interface;

generating a record as an invoice entry based on at least one type of the call data and at least one type of the project data; and

transmitting data representing the record via the data connection to cause display of the record in the graphical user interface.

2. The method of claim 1 , identifying at the processor of the shared pool of computing resources the one or more types of call data comprises:

identifying the one or more types of call data in a multi-tenant network associated with the shared pool of computing resources.

3. The method of claim 1 , wherein the first application programming interface (“API”) comprises a telephony API.

4. The method of claim 1 , wherein the second application programming interface (“API”) comprises a software-as-a-service (“SaaS”) API.

5. The method of claim 1 , wherein generating the record as the invoice entry comprises:

accessing a call data record and a project data record; and

using data stored in the call data record and the project data record to form the invoice entry.

6. The method of claim 1 , further comprising:

creating a call data record including the type of call data.

7. The method of claim 6 , wherein the call data record includes the type of call data as call time data, the call time data being indicative of the time the call was made.

8. The method of claim 6 , wherein the call data record includes the type of call data as call duration data, the call duration data being indicative of the duration of the call.

9. The method of claim 6 , wherein the call data record includes the type of call data indicative of contact information of the third-party device used to establish the call.

10. The method of claim 6 , wherein the call data record includes the type of call data indicative of a user name.

11. The method of claim 6 , wherein the call data record includes the type of call data is a telephone number.

12. The method of claim 1 , further comprising:

creating a project record including the type of project data.

13. The method of claim 12 , wherein the project data record includes the type of project data indicative of the project.

14. The method of claim 12 , wherein the project data record includes the type of project data is indicative of contact information associated with the project.

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

16. An apparatus comprising:

a processor; and

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

access via a first application programming interface (“API”) to receive one or more types of call data of a call associated with a user device, the call data including call contact data and user data configured to indicate an employee assignment associated with the user device;

identify at a processor of a shared pool of computing resources the one or more types of call data;

generate a data structure associated with a stored record, the data structure being configured to store the call data by reformatting an initial data structure associated with the call data when received;

mapping a field of the initial data structure to another field of the data structure after being generated to store call data in the stored record;

access via a second application programming interface (“API”) one or more types of project data associated with a project;

match at the processor a type of call data with a type of project data and employee data associated with the employee assignment, the call data, the project data, and the employee data being updated in the data structure of the stored record and configured to be displayed in a graphical user interface;

generate a record as an invoice entry based on at least one type of the call data and at least one type of the project data; and

transmit data representing the record via the data connection to cause display of the record in the graphical user interface.

17. The apparatus of claim 16 , wherein the instructions to receive the one or more types of call data comprise the instructions to:

identify the one or more types of call data in a multi-tenant network associated with the shared pool of computing resources.

18. The apparatus of claim 16 , wherein the first application programming interface (“API”) comprises a telephony API.

19. The apparatus of claim 16 , wherein the first application programming interface (“API”) comprises a software-as-a-service (“SaaS”) API.

20. The apparatus of claim 16 , wherein the instructions further comprise additional instructions to:

access a call data record and a project data record; and

use data stored in the call data record and the project data record to form the invoice entry.

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 Dec 31, 2020
From: BYRNE, MATTHEW JAMES
To: FINANCIALFORCE.COM, INC.
Reel/Frame 054789/0030 →
Continuity (3)
Continuation 16801845 · Feb 26, 2020
Continuation 15853265 · Dec 22, 2017
Related Publication 20210152688A1 · May 20, 2021