Transferee Controlled Call Transfer via SIP Headers
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Solution Overview
Problem
Existing communication protocols, such as SIP, lack effective transferee control mechanisms to ensure compliance with outbound calling rules, particularly in scenarios where call transfers across different devices need to be restricted or encouraged based on predefined conditions.
Innovation Solution
Implementing systems and methods that allow transferee control within the SIP protocol to manage call transfers by using headers like X-Transfer-Inquiry and X-Transfer-Reply, enabling the calling party to specify transfer preferences and restrictions, and utilizing a SIP server to enforce these rules, even if the calling party device does not support transfer messages.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If the calling party instructs or provides suggestions to the destination on how to handle redirecting of a call, then compliance with outbound calling rules is improved, but the device complexity increases due to additional header fields and control mechanisms
Solution Approach 1:
The patent introduces intermediary header fields (X-Transfer-Inquiry, X-Transfer-Reply, X-Transfer-Commitment) that act as mediators between the calling party and the called party's device. These headers enable indirect communication of transfer preferences and restrictions without requiring direct support for complex transfer control protocols, thus improving compliance while managing device complexity through standardized intermediary elements.
Solution Approach 2:
The patent implements preliminary action by establishing transfer preferences and restrictions through header fields during the initial call setup phase, before any transfer operations occur. The calling party can pre-specify allowed or restricted transfer targets in the X-Transfer-Inquiry header, enabling proactive compliance control rather than reactive enforcement.
2Reliability
If call transfers are restricted or encouraged based on predefined conditions, then compliance with outbound calling regulations is improved, but the ease of operation decreases due to additional control requirements
Solution Approach 1:
The patent enables self-service by allowing the calling party to automatically configure transfer restrictions and preferences through header fields without requiring manual intervention or complex configuration. The system automatically enforces these preferences during call transfers, reducing operational burden while maintaining compliance.
Solution Approach 2:
The patent uses parameter changes by modifying SIP protocol headers to encode transfer preferences and restrictions. By changing the state of header fields (presence, absence, specific values), the system dynamically controls transfer behavior based on predefined conditions, making compliance enforcement transparent and automated.
3Reliability
If the SIP server enforces transfer rules, then compliance with outbound calling rules is improved, but the productivity decreases due to additional processing steps
Solution Approach 1:
The SIP server performs preliminary action by pre-processing and storing transfer preferences from header fields during call setup, before any transfer operations occur. This allows the server to quickly enforce compliance during actual transfers by referencing pre-configured rules rather than evaluating complex conditions in real-time, thus maintaining productivity while ensuring reliability.
4Reliability
If transfer preferences are specified using header fields, then compliance control is improved, but the adaptability decreases as the system requires specific protocol support
Solution Approach 1:
The patent applies universality by designing header fields that can serve multiple functions: they can specify allowed transfer targets, restricted targets, and transfer preferences simultaneously. This multi-functionality reduces the need for separate protocol extensions for different compliance scenarios, improving adaptability while maintaining reliable control.
Data Source
AI summary
A system and method provide an indication by a calling device of a transfer preference for an interaction with a called device. The called device is enabled or restricted to transfer the interaction based on the transfer preference. The transfer preference is provided by a session initiation protocol or various other call topologies.


