IP Library Granted Patent US 11,501,254
Granted Patent B2
US 11,501,254 · App. 17/466,874 · Granted Nov 15, 2022

System and method for automatic insertion of call intelligence in an information system

Inventor: Christopher M. Lyman (Culver City, CA)
Assignee: SANGOMA US INC.
G06Q10/10G06F16/907G06Q10/06311
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Quick Facts
Patent No.
US 11,501,254
App. No.
17/466,874
Granted
Nov 15, 2022
Kind
B2
Abstract

Systems and methods for providing automatic insertion of call intelligence in an information system are provided. In exemplary embodiments, new call detail records are accessed. At least one individual associated with the new call detail record may then be identified, and a subject matter associated with the new call detail record determined. A call intelligence record based on the identified individual and the subject matter is then generated and automatically inserted into the information system.

Claims (33)

1. A system comprising:

a server programmed to:

read a set of data sourced from a call detail record associated with a time span from when a phone call between a first user and a second user is initiated and the phone call is terminated, wherein the call detail record is stored in a first database remote from the server, wherein the call detail record is associated with the phone call;

cause an identification of a database record associated with the set of data, wherein the database record is associated with at least one of the first user or the second user, wherein the database record is stored in a second database remote from the server;

form a copy of a portion of the set of data;

determine a most likely subject matter content associated with the copy of the portion of the set of data based on a set of queries to a third database and a fourth database, wherein at least one of the third database or the fourth database is local to the server, wherein the set of queries includes (i) a first query to the third database for information relating to a phone number associated with the phone call, a duration of the phone call, and an identification of the at least one of the first user or the second user, (ii) a second query to the fourth database for an established relationship between the first user and the second user based on the database record, and (iii) a third query to the fourth database for a most recent subject matter content associated with the established relationship;

cause a generation of a call intelligence record in the fourth database based on the at least one of the first user or the second user and the most likely subject matter content; and

cause an insertion of the call intelligence record from the fourth database into the second database in association with the call detail record in the first database responsive to the generation of the call intelligence record in the fourth database.

2. The system of claim 1 , wherein the server is a physical server.

3. The system of claim 1 , wherein the server is a single server.

4. The system of claim 1 , wherein the server is a group of servers.

5. The system of claim 1 , wherein the identification is based on determining an identity of the at least one of the first user or the second user that is associated with a caller ID in the call detail record.

6. The system of claim 1 , wherein the identification is based on determining a callee agent associated with the call detail record.

7. The system of claim 1 , wherein the server is programmed to determine the most likely subject matter content based on determining a most recent subject matter content associated with the database record associated with the at least one of the first user and the second user.

8. The system of claim 1 , wherein the server is programmed to determine the most likely subject matter content based on determining an open subject matter associated with the database record associated with the at least one of the first user and the second user.

9. The system of claim 1 , wherein the server is programmed to determine the most likely subject matter content based on determining an existing relationship associated with the database record associated with the at least one of the first user and the second user.

10. The system of claim 1 , wherein the server is programmed to determine the most likely subject matter content based on determining other individuals identifications or subject matter content associated with the database record associated with the at least one of the first user and the second user.

11. The system of claim 1 , wherein the third database is local to the server.

12. The system of claim 1 , wherein the fourth database is local to the server.

13. The system of claim 1 , wherein each of the third database and the fourth database is local to the server.

14. The system of claim 1 , wherein each of the first database and the second database are logically situated within a user site in communication with the server over a network.

15. The system of claim 1 , wherein the server includes a phone system engine and a customer system information engine communicably interfacing with each other such that the server is able to determine the most likely subject matter content associated with the copy of the portion of the set of data based on the set of queries to the third database and the fourth database.

16. The system of claim 1 , wherein the server is programmed to read the set of data during the phone call.

17. The system of claim 1 , wherein the server is programmed to read the set of data after the phone call.

18. The system of claim 1 , wherein the server is programmed to determine the most likely subject matter content associated with the copy of the portion of the set of data based on the set of queries to the third database and the fourth database via a set of heuristics.

19. The system of claim 1 , wherein the server is programmed to cause the insertion directly responsive to the generation of the call intelligence record in the fourth database.

20. A method comprising:

reading, by a server, a set of data sourced from a call detail record associated with a time span from when a phone call between a first user and a second user is initiated and the phone call is terminated, wherein the call detail record is stored in a first database remote from the server, wherein the call detail record is associated with the phone call;

causing, by the server, an identification of a database record associated with the set of data, wherein the database record is associated with at least one of the first user or the second user, wherein the database record is stored in a second database remote from the server;

forming, by the server, a copy of a portion of the set of data;

determining, by the server, a most likely subject matter content associated with the copy of the portion of the set of data based on a set of queries to a third database and a fourth database, wherein at least one of the third database or the fourth database is local to the server, wherein the set of queries includes (i) a first query to the third database for information relating to a phone number associated with the phone call, a duration of the phone call, and an identification of the at least one of the first user or the second user, (ii) a second query to the fourth database for an established relationship between the first user and the second user based on the database record, and (iii) a third query to the fourth database for a most recent subject matter content associated with the established relationship;

causing, by the server, a generation of a call intelligence record in the fourth database based on the at least one of the first user or the second user and the most likely subject matter content; and

causing, by the server, an insertion of the call intelligence record from the fourth database into the second database in association with the call detail record in the first database responsive to the generation of the call intelligence record in the fourth database.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 12, 2022
From: FONALITY, INC.
To: SANGOMA US INC.
Reel/Frame 061064/0473 →
SECURITY AGREEMENT Recorded Mar 29, 2022
From: FONALITY, INC.
To: THE TORONTO- DOMINION BANK
Reel/Frame 059541/0538 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 3, 2021
From: LYMAN, CHRISTOPHER M.
To: FONALITY, INC.
Reel/Frame 057386/0012 →