Dynamic Number Insertion Pools for Reliable Server-Side Attribution

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Solution Overview

Problem

Existing systems struggle to accurately track and attribute marketing efforts for inbound calls from multiple online sources due to limitations in JavaScript snippet installation and data security policies, particularly in industries like healthcare, and face challenges in managing dynamic number insertion pools to prevent misattribution and ensure sufficient visitor-level tracking.

Innovation Solution

Implementing a Server-Side Swap API for programmatically assigning phone numbers based on attribution information and using auto-scaling to manage dynamic number insertion pools, ensuring accurate tracking and scaling to meet visitor demand.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If JavaScript snippets are used for dynamic number insertion, then visitor-level tracking is enabled, but installation restrictions and data security policies block implementation

Engineering Contradiction:
Improveinstallation easeVSAvoidtracking reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent introduces a server-side intermediary system that acts as a mediator between the website and the dynamic number insertion functionality. Instead of relying on JavaScript snippets that are blocked by security policies, the system uses server-to-server API communications to deliver dynamic numbers and track calls, bypassing client-side restrictions while maintaining tracking reliability

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical system of JavaScript-based client-side number insertion with a server-side API-based system. This substitution eliminates dependency on browser-based technologies that are blocked by security policies, using instead standardized HTTP/API mechanisms that are permitted in restricted environments

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If dynamic number insertion pools are used for marketing attribution, then call tracking accuracy improves, but pool management complexity increases

Engineering Contradiction:
Improvecall tracking accuracyVSAvoidpool management complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent implements self-service mechanisms where the system automatically manages dynamic number insertion pools through API-driven operations. The pools self-regulate through automated number assignment, rotation, and retirement based on predefined rules and performance metrics, eliminating manual intervention while maintaining high tracking accuracy

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent dynamically adjusts pool management parameters such as number rotation speed, pool size, and assignment criteria based on real-time performance data and traffic patterns. This automated parameter optimization maintains measurement precision while reducing management complexity by removing the need for manual pool configuration

Inventive Principle:
Principle #35Parameter changes

3Reliability

If pool size is increased to prevent misattribution, then tracking reliability improves, but resource consumption increases

Engineering Contradiction:
Improvetracking reliabilityVSAvoidnumber of phone numbers required
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The patent implements dynamic pool sizing where the number of available phone numbers automatically adjusts based on real-time traffic volume, call patterns, and attribution requirements. The system scales the pool size dynamically, expanding during high-traffic periods and contracting during low-traffic periods, thereby maintaining reliability while optimizing resource utilization

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent creates a multi-functional dynamic number pool that serves multiple purposes simultaneously: marketing attribution, call tracking, and load distribution. By making the pool universal and serving multiple functions, the system reduces the total number of numbers needed compared to having separate dedicated pools for each function

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12367503B1System and methods for management dynamic number insertion pools
Publication Date: 2025.07.22 CALLRAIL LLC
  • US12367503B1 patent drawing
  • US12367503B1 patent drawing
  • US12367503B1 patent drawing

AI summary

Systems and methods for managing dynamic number insertion pools are disclosed. Tracking re-use of a phone number in swaps, associated with a client pool, over a first period of time, may be performed. Based on the re-use, generating a risky swap value for the client pool may be done. In response to the risky swap value reaching a threshold, an assignment snapshot may be generated. A recommended value for a pool size may be generated based on the assignment snapshot.