Telephony control system with intelligent call routing

Patent No. US7023979 (titled "Telephony control system with intelligent call routing") on Mar 7, 2003. The application was issued on Apr 4, 2006.

What is this patent about?

’979 is related to the field of computer-integrated telecommunications and intelligent switching architectures. Specifically, it addresses the management of call centers where incoming or outgoing communications must be efficiently paired with human agents. The background context involves the evolution from simple first-in-first-out queues to more complex skill-based routing systems that attempt to match the specific needs of a caller with the specialized expertise of an agent to maximize throughput and service quality.

The underlying idea behind ’979 is the integration of high-level intelligent decision-making directly into the low-level communications management architecture. Rather than relying on a separate, high-latency external database or management system to resolve a target address, the invention performs multivariate cost function optimizations within a common operating environment. This allows the system to evaluate complex, non-deterministic algorithms—such as those involving training benefits, opportunity costs, and agent proficiency—in real time to determine the absolute best pairing of a caller and an agent.

The claims of ’979 focus on a communications control system and method that utilize a common operating environment to both determine an optimum target and execute the routing. The independent claims specifically cover the use of a processor to evaluate a multivariate cost function comparing at least three potential targets based on call classification data and agent characteristics. Furthermore, the claims extend to a software architecture using a multithreaded operating system with dynamically linkable applications and a specific method for remediating discrimination by allocating skill-building opportunities through cost-benefit optimization.

In practice, the invention works by representing both calls and agents as vectors in a multidimensional skill space. When a call arrives, the system calculates a score for available agents by applying weights to these skill vectors. Unlike prior approaches that only look at immediate availability or static groups, this system can incorporate dynamic factors like training utility, where a call might be routed to a trainee to improve their skills, or a 'shadowing' mode where a trainer and trainee are paired on the same circuit. This ensures that the routing logic is not just a simple rule but a strategic economic calculation.

This approach differs from prior solutions by eliminating the rigid partitioning between the telephony switch and the intelligent policy manager. By offloading voice processing to dedicated peripherals while keeping the control logic on a high-speed general-purpose processor, the system avoids the latencies of external CRM lookups. It also moves beyond static 'primary/secondary' skill labels to a continuous adaptive profile that updates based on actual performance, allowing the call center to optimize for long-term organizational growth rather than just short-term queue reduction.

How does this patent fit in bigger picture?

Technical Landscape

In the early 2000s when ’979 was filed, computer-integrated telecommunications were typically implemented using a bifurcated architecture where dedicated voice-processing hardware handled real-time switching while a general-purpose host computer managed high-level control. At a time when systems commonly relied on non-deterministic operating systems for management tasks, hardware and software constraints made the execution of complex, real-time optimization algorithms non-trivial due to inherent processing latencies and bus contention. Consequently, intelligent call-routing decisions were generally externalized to separate management platforms, as the standard practice was to unburden the primary communications process from computationally intensive tasks like multi-variable optimization or predictive modeling.

Prosecution Position

The disclosed invention represents a meaningful technical advancement through an architectural shift that integrates intelligent control algorithms directly into the low-level communications management system. By partitioning control and switching within a unified platform and utilizing local data structures for real-time resolution, the system overcomes the technical constraints of communication latency and transactional overhead associated with externalized management databases. This integration enables a capability for inferential target resolution—where a communication destination is determined by real-time algorithmic evaluation of agent skill metrics and cost functions rather than static rules—resulting in optimized resource allocation and improved system throughput without requiring high-bandwidth synchronization with external high-level systems.

Claims

The patent contains a total of 20 claims, with claims 1, 10, 17, and 19 serving as the independent claims. These independent claims focus on a communications control system and method that utilize a common operating environment and multivariate cost functions to optimize the routing of calls or communications to specific agents or targets, as well as a method for remediating performance discrimination through cost-benefit optimization. The dependent claims serve to further define technical specifications such as the use of multithreaded operating systems, specific data structures for skill weighting, the application of message queues, and the inclusion of training benefits or extrinsic perturbations within the optimization process.

Key Claim Terms New

Definitions of key terms used in the patent claims.

Term (Source)Support for SpecificationInterpretation
Agent characteristic vectors
(Claim 1)
The profile includes a number of vectors representing different attributes, which are preferably independent. The profile relates to both the level of ability, i.e. expertise, in each skill vector, as well as the performance of the agent. Each skill metric may be associated with a reliability indicia. The skill determining process may employ both techniques in a composite; as more data becomes available relating to an actual skill level, reliance on inferred skill levels is reduced.A data structure containing multiple quantitative or qualitative metrics representing an agent's proficiency levels across various defined skills, as well as performance history and reliability indicators for those measurements.
Common operating environment
(Claim 1, Claim 10)
The present invention integrates evaluation of intelligent aspects of the control algorithm with the communications management. The host is, for example, a PC server having a main processor and one or more voice channel processors. Operating under the same instance of the operating system, for example sharing the same message queue, the system may process advanced and complex algorithms for implementing intelligent control. This architecture reduces the need for high quality of service communications channels between the switching system and management system.A unified software and hardware architecture, such as a single PC server running a standard non-deterministic operating system (e.g., Windows or Linux), where both high-level intelligent control algorithms and low-level communications switching tasks execute under the same instance of the operating system and share resources like a message queue.
Dynamically linkable application
(Claim 17)
The CTI software may, for example, invoke a subprocess for each call received or in the queue, to determine the then-optimum agent selection. The present invention proposes that the skill-based call routing algorithm be executed in conjunction with the low level CTI process, as an integral part of the call routing function. This architecture allows the computing platform to run a modern, non-deterministic operating system without impairing the real-time performance of the system as a whole. The control information is provided by the main processor over a bus.A software module or subprocess that executes within a multithreaded operating system to perform specific intelligent tasks, such as target resolution or cost-function calculation, and communicates with the main communications server application to influence call routing in real-time.
Multivariate cost function
(Claim 1, Claim 10)
The optimization of agent selection may also be influenced by other factors, such as training opportunities. The key here is that all of these disparate factors are normalized into a common metric, 'cost', which is then subject to numeric analysis. The expected outcome resulting from a particular agent may be added as a factor in the cost function. The cost function includes an allocation for caller hold time, and possibly a non-linear function is applied.A mathematical optimization formula that evaluates multiple distinct variables—such as agent skill metrics, agent compensation costs, training benefits, and opportunity costs—normalized into a common metric to determine the most efficient pairing of a call and an agent.
Remediation mode
(Claim 19)
A mismatch of the skill profile of an agent with the caller is used as an opportunity to modify behavior, such that the deficiency is corrected. The optimization may be influenced by economic and non-economic factors, and the optimization may include objective and subjective factors. In this case, an agent is selected for training whom would be expected to operate with a certain degree of inefficiency to complete the call. As the agents in the pool become more skilled, long term efficiency increases.A specific operational state or routing strategy designed to address performance disparities between subgroups by intentionally allocating tasks to individuals with lower measured skills to provide training and improvement opportunities, justified by a long-term cost-benefit analysis.

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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US7023979

Application Number
US10385389A
Filing Date
Mar 7, 2003
Publication Date
Apr 4, 2006
External Links
Slate, USPTO , Google Patents