Unified Calling System Using Softphone Analog Emulation

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Solution Overview

Problem

Existing auto-dialer systems violate regulations by making unsolicited calls to wireless numbers without consent, as they are classified as automatic telephone dialing systems capable of storing or producing numbers using random or sequential generators and dialing them automatically, which is prohibited under the Telephone Consumer Protection Act and FCC regulations.

Innovation Solution

A system and method for unified calling that uses a soft phone application to emulate an analog connection with a telephony server, allowing agents to manually dial numbers provided by a campaign manager, while ensuring electrical isolation between the telephone and telephony server, and validating numbers against whitelists or blacklists to prevent unauthorized calls.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If an automatic telephone dialing system is used to maximize outbound call attempts, then productivity is improved, but compliance with telecommunications regulations deteriorates

Engineering Contradiction:
Improvenumber of outbound call attemptsVSAvoidregulatory compliance
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent extracts the automatic dialing capability from the system by electrically isolating the telephone from the telephony server. The server provides numbers and manages campaigns, but the actual dialing is performed manually by the agent using a physically isolated telephone, removing the automatic dialing function that causes regulatory violations while preserving automated number management and campaign execution

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The softphone application acts as an intermediary between the agent and the telephony server. It receives numbers from the server, validates them against whitelists/blacklists, and guides the agent through the manual dialing process. This intermediary layer enables automated campaign management and number validation while ensuring manual dialing compliance with regulations

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If manual dialing is used to ensure regulatory compliance, then regulatory compliance is improved, but productivity deteriorates

Engineering Contradiction:
Improveregulatory complianceVSAvoidnumber of outbound call attempts
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs preliminary actions by pre-validating telephone numbers against whitelists and blacklists before the agent dials. The telephony server pre-processes number lists, removes invalid numbers, and provides only validated numbers to the agent, reducing manual validation time and increasing dialing efficiency while maintaining compliance

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service through automated number validation and campaign management. The telephony server automatically manages number lists, applies whitelist/blacklist filters, and provides validated numbers to agents, reducing the manual effort required while maintaining high compliance standards

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If a softphone application is used to emulate analog connection, then adaptability is improved, but device complexity increases

Engineering Contradiction:
Improvecommunication protocol compatibilityVSAvoidsystem architecture
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The softphone application creates a virtual copy of an analog telephone connection over IP networks. It emulates the behavior and interface of traditional analog phones while operating in the digital VOIP environment, allowing agents to use familiar manual dialing procedures while benefiting from digital network capabilities and server integration

Inventive Principle:
Principle #26Copying

Data Source

PatentUS10250748B1System and method for unified calling
Publication Date: 2019.04.02 JPMORGAN CHASE BANK NA
  • US10250748B1 patent drawing
  • US10250748B1 patent drawing
  • US10250748B1 patent drawing

AI summary

Systems and methods for unified calling are disclosed. According to one embodiment, the method may include (1) using a soft phone application executed by a computer processor, communicating, to a telephony server, an agent status indicating a readiness of the agent to manually make a telephone call; (2) receiving, on a computer terminal, an indication of a telephone number to call; and (3) manually dialing the telephone number using a telephone. The soft phone application emulates an analog connection with the telephony server.