Intelligent communication routing system and method

Patent No. US10491748 (titled "Intelligent communication routing system and method") on Oct 30, 2017. The application was issued on Nov 26, 2019.

What is this patent about?

’748 is related to the field of computer-integrated telecommunications and intelligent switching architectures. It specifically addresses the technical challenges of managing high-volume communication environments, such as call centers or data routing hubs, where multiple incoming requests must be matched with a limited pool of resources or agents. The background context highlights the limitations of traditional first-in, first-out (FIFO) or static skill-based routing, which often fail to account for the complex economic trade-offs and real-time availability fluctuations inherent in modern multi-channel communications.

The underlying idea behind ’748 is to transform communication routing from a simple rule-based selection into a dynamic aggregate utility maximization problem. Instead of just matching a caller to the first available agent with a specific skill, the system treats every potential pairing as an economic transaction with a predicted outcome. By quantifying abstract factors—such as agent proficiency, caller intent, and even the long-term value of training a trainee—into a normalized cost-benefit function, the system can perform global optimizations that prioritize high-value outcomes and operational efficiency over simple connection speed.

The claims of ’748 focus on a system and method for assigning communications by evaluating an expected economic value for each potential association between a communication and a resource. The independent claims describe a process of identifying available resources with limited capacity, calculating a score based on their availability state, and applying a communication-content dependent value function to predict the outcome of a specific pairing. This mechanism allows the processor to select an optimal routing path by comparing the estimated economic benefits across a plurality of concurrent tasks and targets.

In practice, the invention works by generating multidimensional vectors for both the communication source and the potential destination. A communication-content vector captures the specific needs and characteristics of the task, while an agent characteristic vector tracks skills, costs, and performance metrics. The system then executes a combinatorial optimization—often at a low level within the telephony server itself to minimize latency—to pair sources and targets in a way that maximizes the total utility of the entire queue, rather than just optimizing for a single call in isolation.

This approach differs from prior solutions by integrating high-level economic modeling directly into the low-level switching architecture. Traditional systems typically separate the voice switching logic from the intelligent business policy, leading to communication delays and inefficient resource use. By contrast, ’748 allows for real-time triage that accounts for opportunity costs, such as holding a highly skilled agent for a predicted high-value call rather than assigning them to a routine task. It further differentiates itself by incorporating adaptive learning, where the system updates agent profiles based on actual call outcomes to refine future routing accuracy.

How does this patent fit in bigger picture?

Technical Landscape

In the mid-2000s when ’748 was filed, computer-telephony integration (CTI) was typically implemented using a rigid architectural split where low-level voice channel switching was performed by dedicated hardware peripherals while high-level routing logic was externalized to general-purpose host processors. At a time when systems commonly relied on static, rule-based Automatic Call Distribution (ACD) or externalized policy management to handle call queuing, the non-deterministic nature of standard operating systems made real-time execution of complex optimization algorithms non-trivial. Consequently, technical constraints often forced a trade-off between the speed of hardware-level switching and the intelligence of software-level routing, typically resulting in significant communication latencies between the switching fabric and the management databases.

Prosecution Position

The disclosed invention represents a meaningful architectural shift by integrating high-level intelligent control algorithms directly within the low-level communications management system. By partitioning the control over switching and intelligent functions—such as probabilistic calculations, fuzzy logic, and collaborative filtering—within a consolidated platform, the system overcomes the technical constraint of high-latency communication between disparate CTI layers. This integration enables a capability for real-time, inferential target resolution where a communication is routed based on an algorithmic evaluation of call characteristics and agent skill vectors rather than simple, unambiguous addresses. The resulting technical effect is a reduction in required bandwidth for external management systems and the ability to perform complex multi-variable optimizations, such as balancing short-term throughput with long-term agent training, without impairing the real-time performance of the voice processing functions.

Claims

The patent contains a total of 20 claims, with claims 1, 11, and 19 serving as the independent claims. These independent claims focus on systems and methods for assigning or routing communications to specific resources by calculating scores based on resource availability and estimating expected economic values derived from communication-content value functions. The dependent claims serve to further specify the economic metrics used, such as revenue or profit, define the nature of the communications and resources as telephone calls and call center agents, and detail the use of latency, wait times, and predictive modeling in the assignment process.

Key Claim Terms New

Definitions of key terms used in the patent claims.

Term (Source)Support for SpecificationInterpretation
Availability state
(Claim 1, Claim 11)
The system maintains agent and system status information locally in low-latency memory to avoid recalling it for each transaction. This status includes whether agents are available or anticipated to be available at any given time. The availability state influences the cost function, particularly when considering the opportunity cost of allocating a specific agent to a call.A dynamic status of a resource indicating its current capacity or readiness to handle a communication, used to calculate a score for optimization.
Communication-content dependent value function
(Claim 1, Claim 11)
Call outcomes may be graded in terms of achieving business goals, such as sales volume, profit, or customer satisfaction. These disparate factors are normalized into a common metric, 'cost' or 'value', which is then subject to numeric analysis. The expected outcome resulting from a particular agent handling a specific type of call is added as a factor in the cost function.An algorithmic assessment of the potential economic benefit or outcome of a communication based on the specific subject matter or characteristics of the communication itself.
Expected economic value
(Claim 1, Claim 11, Claim 19)
The system optimizes the matching of a communication with an agent based on a cost-optimization that normalizes factors like agent salary, productivity, and anticipated transaction value. This value is expressed in common economic units to allow for unified consideration and global optimization. The calculation may include direct revenues, profits, or converted metrics like customer satisfaction.A predicted monetary or quantitative benefit derived from a specific pairing of a communication and a resource, calculated by normalizing various performance and cost factors.
Limited quantitative capacity
(Claim 1, Claim 11, Claim 19)
Each available resource has a limited capacity, and the system must balance competing goals of service quality and efficient resource use. The optimization considers the consumption of this limited capacity when estimating economic value. This ensures that resources are not over-burdened while maintaining transactional throughput.A constraint on a resource or target representing the finite number of tasks or communications it can handle simultaneously or within a given timeframe.
Optimal routing
(Claim 19)
Instead of selecting an optimal agent for a single given matter, the system selects an optimal pairing of respective multiple agents with multiple matters. This global optimization recomputes pairings as conditions change, such as when new calls are added to the queue or calls are completed. The process seeks to maximize the sum of weighted skills and cost factors across the entire system.The selection of a communication-to-target pairing that maximizes the estimated economic benefit across a plurality of concurrent communications and available targets.

Litigation Cases New

US Latest litigation cases involving this patent.

Case NumberFiling DateTitle
1:25-cv-00026Jan 8, 2025Patent Armory Inc. V. Corkcicle, Llc

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US10491748

Application Number
US15797070A
Filing Date
Oct 30, 2017
Publication Date
Nov 26, 2019
External Links
Slate, USPTO , Google Patents