Outbound Call Scheduling with Consent-Based Authentication

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Solution Overview

Problem

Existing outbound communication strategies are hindered by call identification mechanisms that misclassify legitimate enterprise calls as spam, leading to reduced user engagement and ineffective communication, and lack a seamless solution for scheduling calls at users' preferred times.

Innovation Solution

A system and method that utilizes a server to manage communication requests, allowing users to select preferred communication times and consent, integrating with CRM systems, and employing machine learning to dynamically adjust communication strategies based on user behavior and historical data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If call identification mechanisms are used to prevent spam, then security is improved, but legitimate enterprise calls are misclassified as spam, reducing communication effectiveness

Engineering Contradiction:
Improvespam preventionVSAvoidoutbound communication effectiveness
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent introduces a server as an intermediary between the enterprise and the user's call identification system. This server receives authorization requests, validates them against stored user preferences and consent data, and mediates the communication process. By acting as a mediator, the server ensures that legitimate enterprise calls are properly authenticated before reaching the user's call identification mechanism, preventing misclassification while maintaining spam prevention capabilities.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback mechanisms by continuously monitoring user responses and communication effectiveness. User preferences, consent status, and engagement patterns are fed back into the system to dynamically update authorization databases and refine call scheduling algorithms. This feedback loop enables the system to learn from past interactions and improve its ability to distinguish legitimate calls from spam over time.

Inventive Principle:
Principle #23Feedback

2Productivity

If users are contacted at any time to maximize engagement, then communication frequency is improved, but user convenience deteriorates due to busy schedules

Engineering Contradiction:
Improvecommunication engagementVSAvoiduser convenience
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent applies dynamics by making the communication scheduling flexible and adaptive rather than rigid. The system dynamically adjusts call timing based on real-time user availability, preferred contact times, and historical engagement patterns. This dynamic scheduling allows the system to maximize communication effectiveness while automatically adapting to user convenience requirements, resolving the contradiction between frequent contact and user convenience.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system performs preliminary actions by obtaining user consent and preferred contact times before initiating communications. User preferences are captured in advance through authorization requests, and this preliminary information is stored and used to schedule future communications. This preliminary action ensures that subsequent communications will occur at convenient times for the user, preventing inconvenience while maintaining engagement.

Inventive Principle:
Principle #10Preliminary action

3Productivity

If call scheduling is optimized based on user preferences, then answer rate is improved, but system complexity increases due to consent management and dynamic scheduling

Engineering Contradiction:
Improveanswer rateVSAvoidauthorization management system
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent segments the complex authorization management system into distinct functional modules: a server component for receiving and validating authorization requests, a database for storing user preferences and consent data, and a scheduling component for managing communications. This segmentation divides the complex system into manageable, independent parts that can be developed, maintained, and scaled separately, reducing overall system complexity while maintaining high answer rates.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS20250260767A1System and method for optimizing outbound communication
Publication Date: 2025.08.14 ASSERTION INC
  • US20250260767A1 patent drawing
  • US20250260767A1 patent drawing
  • US20250260767A1 patent drawing

AI summary

A system and a method for optimizing outbound communication are described. The system receives the authorization request from one or more first computing devices and sends a communication message to one or more second computing devices, the communication message comprising options for the user to select a preferred time to communicate with the enterprise. The system receives a response from the user, the response comprising consent for receiving communication and the preferred time for receiving the communication. The system provides the response to the one or more first computing devices to schedule and initiate the communication based on the received consent and the preferred time. The system dynamically adjusts the options for the user based on the recorded consent and the preferred time for a predetermined period for continuous user engagement.