WO2002007460A2

WO2002007460A2 - A system and method for context association

Info

Publication number: WO2002007460A2
Application number: PCT/US2001/022258
Authority: WO
Inventors: Robert A. Stern; Rod Drury; Sunny Ahn
Original assignee: Context Connect, Inc.
Priority date: 2000-07-14
Filing date: 2001-07-16
Publication date: 2002-01-24
Also published as: US6731927B1; AU2122201A; WO2002007460A8

Abstract

The present invention relates generally to an information system, and more particularly to a system and method for providing access to an entity by context association.

Description

A SYSTEM AND METHOD FOR CONTEXT ASSOCIATION

Related Applications

This application claims the benefit of copending U.S. Provisional Application No. 60/218,469, filed July 14, 2000.

Field Of The Invention

The present invention relates generally to an information system, and more particularly to a system and method for providing access to an entity by context

association.

Background Of The Invention

Individuals and institutions are in constant need of information and access to

each other and to services worldwide. This critical need for information and access is seemingly limitless and ever present as a consequence of technological advances

in communication and connectivity. Nowhere in our society is this need more

strongly felt and observed than by Internet and wireless telephony users everywhere.

For these reasons, directory assistance is one of the fastest growing segments

of the traditional wireline telephone industry. Revenues have exceeded three billion dollars with an estimated call volume in excess of 8 billion inquiries per year. However, the traditional wireline industry is rapidly coming under competitive

pressure for use and convenience form the wireless industry.

The cost of service for wireless communication is dramatically decreasing

while the features provided are increasing. Wireless communication can provide

nearly the same benefits as wireline at roughly the same cost. In addition, wireless

communication can offer benefits that wireline cannot. These include 24-hour

access in any location, insignificant or non-existent long distance and roaming fees,

and in some cases number portability.

The problem with wireless communication that is addressed by the present

invention is that there is currently no method for cellular subscribers to access the

number of another cellular subscriber. This is a significant problem, since wireless

service providers have seen the number of domestic subscribers increase to the

current 72 million, all without a listing in a directory assistance. Wireless

subscribers include traveling professionals, small independent business people,

parents, children and "nomadic" students, each with specific needs for connectivity

and information, but all of which are entirely inaccessible to the general population

unless an information source is developed.

Another problem with telephone directories is obtaining the desired number

of the person or company you wanted with limited information. In 1997 AT&T

introduced OOInfo. This service was exclusive to AT&T customers only as an

alternative to existing directory services such as "411" and "555-1212" and

provided access to local and national numbers as well as address and zip code information. As an additional service, AT&T customers could search for a listing by just the spelling of the listing. In 1998 Sprint began to offer their customers

national listings in over three thousand communities, and MCI introduced 10-10-

9000 for both MCI and non-MCI customers.

Although these systems provide telephone number and some additional

limited information, none provide directory access to wireless telephone subscribers

and cannot provide subscriber selected information back to a caller or direct

communication to the subscriber selected locations such as a home telephone, cell

phone, email address or facsimile device.

Summary of the Invention

The present invention solves the problem of providing access to an entity or

services and may be applied to any system. The description of the invention for use

in cellular directory assistance is for convenience and illustration of the features of

the invention. It is to be understood that the invention has many embodiments and

can be applied whenever access to an entity or services are needed.

In one embodiment, the invention solves the problem of cellular directory

assistance and the need for subscriber directed telecommunication by providing

wireline and wireless listing inquiries by means of a context association cellular

directory assistance system for a nominal fee. In one aspect of the invention, a cellular phone subscriber's web-managed

context association such as, but not limited to, an alpha numeric string, is used as a

unique address to locate and provide information, access, or both to a calling subscriber. To place a call or provide access to the subscriber, the invention associates a subscriber with a cellular phone number by context association. The

subscriber manages context associations on the web, with conventions that are

established by each subscriber. The invention provides for selectable levels of

security allowing the subscriber to determine access and identification at all times.

In addition, companies or institutions can group subscribers into communities for

internal or external access as required.

Each community can provide its own context associations for its subscribers,

allowing them to be easily identified by pre-existing or specifically created

conventions. Other members of that community can therefore easily find a

subscriber, which make up the subscriber's calling universe or circle. Accordingly,

the present invention goes beyond one-to-one relationships between a phone number

and a user by providing contextual associations and relationships between a

subscriber and its community. Brief Description Of The Drawings

For the purpose of illustrating the invention, there is shown in the drawings

a form, which is presently, preferred; it being understood, however, that this

invention is not limited to the precise arrangements and instrumentalities shown.

Figure 1 illustrates a cellular director assistance system according to one embodiment of the present invention.

Figure 2 illustrates a high-level data model according to one embodiment of

the present invention. Figure 3 illustrates a model for context data to be stored and analyzed

according to one embodiment of the present invention.

Figure 4 illustrates another model for context data to be stored and analyzed

according to one embodiment of the present invention.

Detailed Description Of The Invention

Referring now to the drawings, wherein there is shown in FIGS. 1 through 4

an illustration of the present invention embodied in a cellular director assistance

system according to one aspect of the present invention.

In FIG. 2 a high-level data models is used to illustrate the context

relationship between a subscriber and its community. A context includes, but is not

limited to, a domain of predetermined conventions that are associated with

predetermined individuals or predetermined services and used to locate subscribers

by means of users having discrete knowledge about characteristics or conventions

relevant to the individual or service desired. A subscriber can be an individual,

company, bank account or service that is targeted or desired by the subscriber or

user of the method or system.

In FIG. 4 a high level architecture 10 of the invention is shown applied to a

directory assistance system. The left side 12 of the diagram represents the

relationship with a partner provider. A component called the 'Context Connector'

14 is installed at each partner provider. This component provides the interface to a consolidated directory 16. The Provider Plugin 18 is a custom application that is developed with the assistance of the partner provider to interact with their subscriber data stores. The Context Connector 14 can be configured to hide the actual contact

number, and creates a private and secure link between a key and the subscriber

account. This key is then made available to the consolidated directory 16.

The Context Connector 14 is also used to receive a resolved Directory

Lookup 20 into the partner provider's network where the key is resolved and the

call or service is placed.

The top part of the diagram illustrates the various interfaces 22 available to

the users of the service. There are multiple interfaces (Voice Call, Web, WAP)

available to the service. Both the Telephone Network and Internet can be used.

The center of the diagram illustrates the components 24 that would make up a

Directory Assistance application. These include an application that manages the

interfaces to the partner providers and provides the Directory Lookup. The

application allows the data in the directory to be managed by authorized users,

context administrators, and users. There will also be various reporting and billing

applications. An important feature of the directory application is that the Contextual

Directory can store the information for Subscribers and their Contexts. The

invention includes a method for providing information to a subscriber having the

steps of associating a subscriber with at least one predetermined context. Association with at least one context then accomplishes location of the subscriber.

Access to the subscriber is provided when at least one context is located.

In one aspect of the invention, at least one context includes at least one

subscriber fact such as, but not limited to, a phone number, address, nickname, identification number or job title. The context also includes a context key that broadly defines a subscriber or group of subscribers such as a company or

department name or geographical location that is used to locate at least one

subscriber. The context key includes a domain of predetermined conventions such

as a type of business or service or any desirable characteristic that may be desired to

associate a subscriber, or individuals, or services, or some combination thereof.

Security is another feature of the invention that is provided by a context key

that is used as a private protection key for use by users having discrete knowledge

about a predetermined individual or predetermined service. The context key is a

private protection key that is freely selectable for use by an organization for

providing or denying access to the members of the organization.

Revenue and statistic generation is also a feature of the invention and is

accomplished in a number of ways. For example, a charge to a user or subscriber

may be charged or collected when access or information is provided or requested or

when at least one context is located. Billing can be acquired through the callers'

service provider. The billing agent would then forward the fee to the present

invention and the present invention would, in return, provide payments to the

cellular service provider for the extraction or the billing collecting agent.

Access to a subscriber may be provided by acquiring a list of predetermined

subscribers, associating at least one predetermined context for each predetermined

subscriber on the list, locating at least one context, and then providing access to one

or more predetermined subscribers on the list when at least one context is located. In another aspect of the invention, access to a subscriber can be provided by

establishing a list of predetermined contexts, establishing a list having at least one

predetermined subscriber, associating at least one predetermined context for each

predetermined subscriber, locating the at least one context, and providing access to

one or more predetermined subscribers when at least one context is located.

Associating a predetermined subscriber with at least one predetermined

context can be used to provide access to a subscriber. This may be accomplished by

locating at least one context, and providing access to the predetermined subscriber

when at least one context is located. The context includes at least one predetermined subscriber fact. Association with a subscriber is accomplished when

the context is a domain of conventions that are associated with individuals or

services for locating predetermined subscribers by users having discrete knowledge

about the individual or service desired.

An enhanced directory allows users to selectively list themselves in one or

more contexts. For example, a person might be known as "John Smith at Your

Corporation", "John at Your Soft Ball Team", or even "Dad at My Family".

One feature of the system will allow the caller seeking a connection to

contact the directory service and establish the context of the required listing. Then a

search is initiated within the context.

There are a number of benefits to the proposed system. 1. People can be found by their "context". It is easy for people "within the context" to contact their members. For example a Softball coach can

quickly get a hold of their team.

2. The system can restrict knowledge of the subscribers actual phone number.

The subscriber can be contacted without revealing their number. The

system allows the subscriber to remove themselves from a community and

therefore remove unwanted calls without changing the subscribers phone

number.

3. Implementing these "Contexts" makes the directory a suitable platform to

leverage advanced network features like call groups and conferencing, as

well as offering new tariff models.

4. The Directory becomes a highly valuable information source of people

grouped by their interests

5. Providing applications for communities to manage their members creates

an opportunity for cellular operators to provide a value-added service that

will drive new connections or convert competitor connections to their service, virally, by empowering the community administrator.

Management of individual profiles (a person can belong to multiple contexts)

can be made available over the Internet. There is almost no cost on the operator to

maintain these profiles. In addition "Community Administrators" can mange their

own communities. For example to club secretary of the Softball club may be the

only person authorized to add members to the Context. The population of the directory then becomes viral, which means that

directory administrators will be allowed to enter their own communities. This

provides unlimited expansion and additional value and incentive for target

communities to increase connections. This viral model will also make it easier to

sign up cellular providers.

The database can provide the platform for a number of related applications.

With all this attributed data stored in a single logical store the store becomes very

valuable.

Cellular directory assistance providers send new subscriber information to

the system. All interfaces utilize XML messaging or other computer languages so

subscriber transactions can be automated between the invention and cellular

providers. In addition, the system can be used to develop data mapping for each

major provider.

Community Managers can also add members to their community, and update

member details. An individual subscriber can maintain a subset of their information

as well. This feature includes the ability to remove them selves from a community,

effectively "de-listing" themselves. This feature enables a value proposition for

subscribers to reveal more of their profile making their directory information more

valuable.

Callers seeking directory assistance can come in through a number of

channels. They can dial a provider branded or independent directory information

number and receive operator assistance. Or a subscriber can dial a number and use tones to navigate to the information they require. As technology improves we will use voice navigation.

Callers can also look up a web site for numbers from subscribers who have

agreed to have their numbers listed in the particular context. This web directory

will also be a small web application that can be "framed" into the related

community web site if this exists. Other interfaces like WAP (Wireless Access

Protocol), or other HTML browser (like Web TV, Palm PCs and PlayStation 2) can

easily be supported by our architecture.

The invention opens the directory database to the Internet and wireless

devices, and allows subscribers to manage the amount of directory data they want to

expose to the world, by context.

Another feature of the invention is direct connect cellular directory assistance

would provide either wireline or wireless access to any cellular phone subscriber.

An inquiry would originate from either source, be received into the present

invention's call center, and ultimately be directly connected to the requested party.

Direct connect cellular directory assistance can be accomplished by an

operator of the present invention obtaining the pertinent information to be used for

an electronic request from the appropriate cellular provider. Pertinent information

would include such things as name, city and state and the cellular provider if

available. Since the fee schedule would be based on extraction rather than inquiry, the applied software can determine providers in the geographic region and send an

electronic request to each of them searching for a hit. When a desired subscriber, service or listing is found, the operator would

directly connect the user or inquirer to the listing and the calling subscriber is

charged for the connection and the call. This transaction is carried out without

revealing the target subscriber's phone number or Internet Protocol ("IP") address

used by a computer attached to a TCP/IP network or fax number. This system

thereby allows multiple providers to link their subscribers without revealing target

subscriber specific information. This maintains the security of the target subscriber's

data so that the cellular providers maintain the value of their database. As digital

platforms become the standard and Personal Communications Services ("PCS")

evolve, the inquirer should at least reach a subscriber's voice mail. From that point

a message could be left or if connection is established, the number can be given

directly by the subscriber.

A system for providing access to a plurality of subscribers is also provided

by means of a directory and director. The directory includes addresses that are

contextually associated with a predetermined subscriber or service. Each address

provides access or information to one or more subscribers. The director provides

access or information to one or more of the plurality of subscribers by associating

one or more of the plurality of subscribers with at least one predetermined context.

The director provides statistics regarding the subscriber or service accessed,

and can accept information from the associated subscriber that determines whether

another subscriber can have access or provide information. The director can accept

information that is associated with a subscriber that determines whether another subscriber can have information about the associated subscriber. The director can determine whether another subscriber can have access or information and can

prevent association with one or more subscribers.

A privacy key that is either provided or created for the association controls

association with one or more participants. The directory associates a privacy key to

at least one or more subscribers and can establish or collect a predetermined charge

when access is provided or when at least one context is located. In another aspect of

the invention, a system for providing access to a subscriber includes an associator, a

locator and a provider. The associator associates a predetermined subscriber with at

least one predetermined context. The locator is used for locating the at least one

context, and the provider provides access to the predetermined subscriber when at

least one context is located.

Another feature of the invention is single number internet access. This

feature provides a fee per inquiry or fee per extraction Internet based cellular phone

number directory. Data would be provided from cellular providers through the

same contractual arrangement as direct connect. Requested numbers would be

transmitted and billed through e-mail via the Internet Service Provide ("ISP") rather

than through cellular or wireline billing.

Internet access would be similar to direct connect in that there would be a

need for a database control facility. The facility would not require the amount of space or staff that the direct connect center would require due to the state of

technology and the definition of real time. Under this scenario, real time could be as long as 5 to 7 minutes. This would allow the operator to handle a higher volume of calls. Also, the technology

is available to "forward an inquiry" rather than having to re-type the information.

It is envisioned that at some point in the future the operator would act only as a

gatekeeper with the whole system being automated.

The process would be a currently recognized process. Inquiries would

originate from a web page. The web page would explain to the customer that there

is a fee for this service and that the inquirer will be billed via their ISP. The inquiry

would be obtained through a point and click information box and transmitted

directly to our center.

Once the inquiry is received, it will be forwarded to the appropriate cellular

service providers for a search to be made. If a match is found it will be transferred

either to our center or directly to the inquiry via return e-mail. It would be at that

point that the billing would take place. Even if no match were found, a return

message would indicate that no listing was found and the billing would occur.

Another feature of the invention is for use with a company maintained

database. This feature provides the creation, maintenance, and cleaning of a

corporate database. The present invention would contract with the cellular providers to develop a database consisting of all current and future subscribers.

This would be the database that would be accessed when an inquiry came in.

The database would be developed and maintained through semi-skilled labor

inputting new listings and deleting dead listings on a daily basis. Changes in the service provider's customer listing would be transmitted to the present invention's facility on a daily (possibly hourly) basis.

Under this scenario, an inquiry would arrive, and operators would perform a

search in our database and provide the direct connect if a match is found. Billing

would be provided through the initiator service provider (wireline or wireless).

Analysis of requests would provide the information to tune the invention and provide additional services like 'last 10 numbers' or 'my favorite numbers'. Cellular providers would be compensated through a licensing fee or a fee plus a percentage of direct connects for listings of their subscribers only. Another feature of the invention is a direct connect platform by geographic

region or area code. This feature consists of system operation by one entity for

specific geographic region or area code grouping. An active national and

international network of the invention would be achieved by the cooperation of local

franchisees.

Each subscriber organization would need to contract with local or regional

service providers for access to their database. Franchisees in other areas could

access each other's network using the same process as any inquiry. Although the

directory is currently based on cellular numbers, it can include any form of

communication including, but not limited to, email, facsimile devices, Personal

Digital Assistant ("PDA"), pagers and other electronic devices.

Another feature of the invention is utilizing a Domain Name System

("DNS") model for cellular directory assistance by creating relational pathways to identify a person without using or knowing their number. Another feature of the invention is to provide a person with multiple directory entries based on their

context. Another feature of the invention is a viral information capability that

provides for subscriber selectable and definable information protocols that enable

communities to define themselves and sign members into the directory service.

Another feature of the invention is to provide a base platform for other value added

directory applications such as email directory, follow me, smart diverts, interest

matching. Another feature of the invention is that it will find the digital address

of any cellular phone, pagers, PDA's, or other communication device. In an alternative embodiment, a user queries a Web site. By entering the context information, which may be done in a free-form or unstructured database interface, the user is given one or more potential connections. For example, a user might enter the string "Bob sailing California". If the context provides more than one possible match, the system can respond with additional context-based information relating to each possible match, such as employer, residence city, or other affiliations or contexts. In addition, the system, the user or the subscriber can screen or block positive absolute identifiers, such as telephone numbers, email addresses, physical addresses or the like.

Once the user has identified a desired subscriber, the user then indicates that he wishes to be connected to such subscriber. This may be done by a single click on an appropriate icon. If the subscriber has more than one mode of contact (e.g., landline, mobile phone, facsimile, email address, etc.), a menu will then allow the user to pick the desired mode of contact. For telephone-based contacts, including facsimile, the user may be supplied with a telephone number and a unique identifier

code. The telephone number may be a "1-900" number or other similar number by

which the user is charged for telephone connect time, and automatically billed to the

database provider. The user dials the telephone number, and upon an automated

system answering, enters the unique identifier number. The system then translates the

unique identifier number to the appropriate telephone number of the subscriber, and

connects the user to the subscriber.

The unique identifier number may be set so that it is valid only for a specified

period of time, such as twelve hours, twenty-four hours, or so on. After the expiration

period of the unique identifier number, the user must again employ the Internet-based

access system, and obtain a new unique identifier number for the subscriber desired to

be contacted. Alternatively, the unique identifier number may be permanent, but the

subscriber may have the option, at any time, of canceling or deleting the unique

identifier number. If the subscriber deletes the unique identifier number, and also changes or deletes context-based information, the subscriber cannot thereafter be

reached by a user employing the same context-based information.

For e-mail connections, there can be a charge to the IP. Alternatively, a credit-

card based account system may be established, whereby a user is charged a fee for each email transmitted. The email may be transmitted to a specified address including

the unique identifier number, and then appropriately routed to the intended subscriber. These and other advantages of the present invention will be apparent to those skilled in the art from the foregoing specification. Accordingly, it will be

recognized by those skilled in the art that changes or modifications may be made to

the above-described embodiments without departing from the broad inventive

concepts of the invention. It should therefore be understood that this invention is

not limited to the particular embodiments described herein, but is intended to

include all changes and modifications that are within the scope and spirit of the

invention as set forth in the claims.

Claims

CLATMSWhat is claimed is:

1. A method for providing information or access to a subscriber

comprising the steps:

associating a subscriber or data with at least one predetermined context, the

at least one predetermined context created by a manager or by the subscriber;

locating the at least one context upon inquiry by a user; and

providing information or access to the subscriber or data when the at least one context is located.

2. The method according to claim 1, wherein the at least one

context includes at least one subscriber fact.

3. The method according to claim 1, wherein the at least one

context includes a context key that is used to locate the at least one subscriber.

4. The method according to claim 3, wherein the context key

includes a domain of predetermined conventions that is used to associate the

subscriber with at least one entity, service, community or other individual, or a combination thereof.

5. The method according to claim 3, wherein the context key is a

private protection key for use by users having discrete knowledge about a

predetermined individual or predetermined service.

6. The method according to claim 3, wherein the context key is a

private protection key for use by an organization for providing access to members of the organization.

7. The method according to claim 1, further comprising the step

of incurring a predetermined charge when access is provided.

8. The method according to claim 1, further comprising the step

of incurring a predetermined charge when at least one context is located.

9. A method for providing access to a subscriber comprising the

steps:

acquiring a list of predetermined subscribers;

associating at least one predetermined context for each predetermined

subscriber on the list, the at least one predetermined context created by a manager

or by the subscriber; locating the at least one context; and

providing access to one or more predetermined subscribers on the list when

the at least one context is located.

10. A method for providing access to a subscriber comprising the steps: establishing a list having at least one predetermined context;

establishing a list having at least one predetermined subscriber;

associating at least one predetermined context for each predetermined

subscriber; locating the at least one context; and providing access to one or more predetermined subscribers when the at least one context is located.

11. A method for providing access to a subscriber comprising the steps:

associating a predetermined subscriber with at least one predetermined

context; locating the at least one context; and

providing access to the predetermined subscriber when the at least one

context is located.

12. The method according to claim 11, wherein the at least one context

includes at least one predetermined subscriber fact.

13 The method according to claim 11, wherein the step of associating is

accomplished when the predetermined context is a domain of conventions that are

associated with individuals or services for locating predetermined subscribers by

users having discrete knowledge about the individual or service desired.

14. A system for providing access to a plurality of subscribers

comprising:

a directory of addresses that are contextually associated with a predetermined

subscriber or service, each address providing access or information to one or more

of the plurality of subscribers; and a director providing access or information to one or more of the plurality of

subscribers by associating one or more of the plurality of subscribers with at least

one predetermined context.

15. The system of claim 14, wherein the director provides statistics regarding the subscriber or service accessed.

16. The system of claim 14, wherein the director accepts information from the associated subscriber that determines whether another subscriber can have

access or provide information.

17. The system of claim 14, wherein the director accepts information the

associated subscriber that determines whether another subscriber can have

information about the associated subscriber.

18. The system of claim 14, wherein the director determines whether

another subscriber can have access or information.

19. The system of claim 14, wherein the director prevents said

association with one or more subscribers.

20. The system of claim 14, wherein the director prevents association

with one or more participants unless a privacy key has been provided for the

association.

21. The system of claim 14, wherein the directory associates a privacy

key to at least one or more subscribers.

22. The system according to claim 14, wherein the provider establishes

or collects a predetermined charge when access is provided.

23 The system according to claim 14, wherein the provider establishes

or collects a predetermined charge when at least one context is located.

24. A system for providing access to a subscriber comprising: an associator for associating a predetermined subscriber with at least one predetermined context;

a locator for locating the at least one context; and

a provider for providing access to the- predetermined subscriber when the

at least one context is located.

25. The system according to claim 24, wherein the at least one context

includes at least one subscriber fact.

26. The system according to claim 24, wherein the at least one context

includes a context key that is used to locate the at least one subscriber.

27. The system according to claim 24, wherein the context key includes a

domain of predetermined conventions that are used to associate the at least one

subscriber, or predetermined individuals, or predetermined services, or a

combination thereof.

28. The system according to claim 24, wherein the context key is a private protection key for use by users having discrete knowledge about a

predetermined individual or predetermined service.

29. The system according to claim 24, wherein the provider establishes

or collects a predetermined charge when access is provided.

30 The system according to claim 24, wherein the provider establishes

or collects a predetermined charge when at least one context is located.

31. The system according to claim 1 , wherein the providing step maintains predetermined aspect of the subscriber or the data.

32. The system according to claim 1, wherein the system is an Application

Service Provider for managing connectivity worldwide.

33. The system according to claim 1, wherein the providmg step includes transactions for wiring instructions or funds without revealing predetermined data relevant to the transaction.