IP Library Granted Patent US 9,848,078
Granted Patent B2
US 9,848,078 · App. 15/149,589 · Granted Dec 19, 2017

Automatic determination of caller identification data in outgoing calls

Inventors: Manoj Goyal (Los Angeles, CA); Shze Chew Lee (Irvine, CA); Nicholas Hedges (Santa Monica, CA)
Assignee: Velocify, Inc.
H04M3/42059G06F17/30241H04L61/106H04M3/42042H04M3/42357H04M3/5158H04W8/183G06Q30/0267H04M3/42348H04M7/0021H04M2203/152
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Quick Facts
Patent No.
US 9,848,078
App. No.
15/149,589
Granted
Dec 19, 2017
Kind
B2
Abstract

Automatic determination of caller identification information and encoding of such information in outgoing data requests, such a API calls to a call management component, are disclosed herein. The caller identification information may be determined by analyzing information associated with a call target to determine if the target has a custom outbound telephone number assigned, was contacted through a specific campaign, has local geographic data, is being called from a specific entity, or is being made from a call originator with a specific outbound number set. The system may execute machine learning on previous calling data in order to update caller identification selection models used for other outgoing calls.

Claims (48)

1. An automated caller identification selection system comprising:

one or more hardware computer processors; and

a non-transitory computer readable medium storing instructions executable by the one or more hardware computer processors to:

select, from a call target database, a particular call target of a plurality of potential call targets;

determine caller identification information to include in an outbound telephone call initiated by the automated caller identification selection system to the particular call target, wherein determining an outbound telephone number comprises:

access one or more fields of a database record associated with the particular call target, the one or more fields configured to store information indicative of geographic indicators;

if the one or more fields does not include a geographic indicator associated with the particular call target:

access demographic information associated with the particular call target from one or more third party databases; and

determine the geographic indicator for the particular call target based on the accessed demographic information;

determine two or more telephone area codes associated with the geographic indicator;

access a predictive analysis database storing, for each of a plurality of telephone area codes, a response rate indicating a relationship between calls made to the telephone area code, and calls to that telephone area code that were answered;

identify, based on the predictive analysis database, one of the two or more telephone area codes associated with the geographic indicator having a highest response rate, and selecting a telephone number with the identified area code as the outbound telephone number; and

automatically initiate a telephone call between a call originator and the particular call target with caller identification information in the telephone call set to the identified outbound telephone number so that a calling device of the particular call target displays the identified outbound telephone number as caller identification information for the telephone call, and after the call is initiated, transfer the call to a transfer entity having a telephony device replacing the call originator, wherein the outbound telephone number is displayed as caller identification information on the telephony device of the transfer entity.

2. The automated caller identification selection system of claim 1 , wherein identifying the outbound telephone number is further based on additional demographic information, wherein the system is further configured to:

access one or more databases including the additional demographic information associated with the particular call target or a geographic marker associated with the particular call target, the additional demographic information including at least one of:

an income or estimated income;

an age;

an education level;

an employment status;

credit score; and

assets.

3. The automated caller identification selection system of claim 1 , wherein the two or more telephone area codes associated with the geographic indicator comprise area codes having a same geographic identifier as the geographic indicator associated with the particular call target.

4. The automated caller identification selection system of claim 1 , wherein the geographic indicator is associated with an IP address associated with an electronic device of the particular call target.

5. An automated caller identification selection system comprising:

one or more hardware computer processors; and

a non-transitory computer readable medium storing instructions executable by the one or more hardware computer processors to:

select, from a call target database, a particular call target of a plurality of potential call targets;

determine caller identification information to include in an outbound telephone call initiated by the automated caller identification selection system to the particular call target, wherein determining an outbound telephone number comprises:

access one or more fields of a database record associated with the particular call target, the one or more fields configured to store information indicative of geographic indicators;

determine two or more telephone area codes associated with a geographic indicator associated with the particular call target;

access a predictive analysis database storing, for each of a plurality of telephone area codes, a response rate indicating a relationship between calls made to the telephone area code, and calls to that telephone area code that were answered;

identify, based on the predictive analysis database, one of the two or more telephone area codes associated with the geographic indicator having a highest response rate, and selecting a telephone number with the identified area code as the outbound telephone number; and

automatically initiate a telephone call between a call originator and the particular call target with caller identification information in the telephone call set to the identified outbound telephone number so that a calling device of the particular call target displays the identified outbound telephone number as caller identification information for the telephone call, and after the call is initiated, transfer the call to a transfer entity having a telephony device replacing the call originator, wherein the outbound telephone number is displayed as caller identification information on the telephony device of the transfer entity.

6. The automated caller identification selection system of claim 5 , wherein determining an outbound telephone number comprises:

if the one or more fields does not include a geographic indicator associated with the particular call target:

access demographic information associated with the particular call target from one or more third party databases; and

determine the geographic indicator for the particular call target based on the accessed demographic information.

7. The automated caller identification selection system of claim 5 , wherein a geographic marker associated with the particular call target is selected from a plurality of geographic markers based on times of entry of the plurality of geographic markers into the call target database.

8. The automated caller identification selection system of claim 5 , wherein a geographic marker associated with the particular call target is selected from a plurality of geographic markers based on address supplied by the particular call target.

9. An automated caller identification selection system comprising:

one or more hardware computer processors; and

a non-transitory computer readable medium storing instructions executable by the one or more hardware computer processors to:

select, from a call target database, a particular call target of a plurality of potential call targets;

determine caller identification information to include in an outbound telephone call initiated by the automated caller identification selection system to the particular call target, wherein determining an outbound telephone number comprises:

access one or more area code fields of a database record associated with the particular call target, the one or more area code fields storing one or more area codes of telephone numbers associated with the call target;

access a predictive analysis database storing, for each of a plurality of telephone area codes, a response rate indicating a relationship between calls made to the telephone area code, and calls to that telephone area code that were answered;

identify, based on the predictive analysis database, the telephone area code of the one or more area codes having a highest response rate and selecting a telephone number with the identified area code as the outbound telephone number; and

automatically initiate a telephone call between a call originator and the particular call target with caller identification information in the telephone call set to the identified outbound telephone number so that a calling device of the particular call target displays the identified outbound telephone number as caller identification information for the telephone call, and after the call is initiated, transfer the call to a transfer entity having a telephony device replacing the call originator, wherein the outbound telephone number is displayed as caller identification information on the telephony device of the transfer entity.

Assignments (7)
CHANGE OF NAME Recorded Feb 2, 2022
From: ELLIE MAE, INC.
To: ICE MORTGAGE TECHNOLOGY, INC.
Reel/Frame 058947/0711 →
MERGER Recorded Feb 2, 2022
From: VELOCIFY, INC.
To: ELLIE MAE, INC.
Reel/Frame 058857/0860 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 049199/0510 Recorded Sep 10, 2020
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ELLIE MAE, INC.
Reel/Frame 053752/0520 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 049226/0210 Recorded Sep 10, 2020
From: CORTLAND CAPITAL MARKET SERVICES LLC, AS COLLATERAL AGENT
To: ELLIE MAE, INC.
Reel/Frame 053752/0683 →
PATENT SECURITY AGREEMENT (SECOND LIEN) Recorded May 20, 2019
From: ELLIE MAE, INC.
To: CORTLAND CAPITAL MARKET SERVICES LLC
Reel/Frame 049226/0210 →
PATENT SECURITY AGREEMENT (FIRST LIEN) Recorded May 16, 2019
From: ELLIE MAE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 049199/0510 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 11, 2017
From: GOYAL, MANOJ; LEE, SHZE CHEW; HEDGES, NICHOLAS
To: VELOCIFY, INC.
Reel/Frame 040950/0249 →
Continuity (5)
Continuation 14928826 · Oct 30, 2015
Provisional Application 62185509 · Jun 26, 2015
Provisional Application 62208298 · Aug 21, 2015
Provisional Application 62239162 · Oct 8, 2015
Related Publication 20160381215A1 · Dec 29, 2016