CA2436946C - Mobile branch exchange - Google Patents

Abstract

A mobile branch exchange (MBX) allows a user of a mobile telephone to exploit the functionality of a private branch exchange (PBX) as if the user were using a PBX-connected wire line telephone in an office setting. A server is placed on corporate premises and the server is configured to communicate with corresponding client software programmed into a programmable mobile telephone.
The server directly interfaces with the PBX to control call placement and connectivity and operates as an intermediary proxy for the mobile telephone.
In a preferred embodiment, the server establishes a data pathway to the mobile telephone that is, from a network point of view, independent of a parallel voice pathway established between the PBX and mobile telephone.

Description

01-03-2003 , IBOi 0229 MOBILE BRANCH EXCHANGE

BACKGROUND
Field of the Invention [0001] The present invention is directed to mobile telephony and related features thereof.
More specifically, the present invention is directed to extending the functionality of a private branch exchange (PBX) to a mobile telephone or other mobile communication device. The present invention is further directed to providing other advanced seivices with respect to a mobile telephone that would otherwise be available only via a hard-wired networked computer and/or telecommunications system.

Backgound of the Invention

[0002] Voice communication is a touchstone of modem society and, in particular, business.
Salespeople, technical people and employees at home, on the move, or on vacation, all need to stay in touch with colleagues and clients. However, when a businessperson leaves the office environment, he typically leaves behind a significant telecommunications infrastructure that resides in the business' telephone private branch exchange (PBX). A PBX offers tremendous functionality for the employee, such as calling line identity (including caller ID), conferencing, transferring, internal number plans and group calling and, more significantly, the PBX also allows IS/IT
administrators to manage and provide high-quality, competitive, and cost efficient corporate telephony communications by means of features such as call screening and monitoring, Least Cost Routing (LCR), Virtual Private Networks (VPN), automated recording, automatic routing to switchboards, Interactive Voice Response systems (IVR), voice messaging systems, and call centers. However, this functionality is abandoned the instant the businessperson leaves the businesses premises and uses AMENDED SHEET

public mobile telephony services rather than the private fixed telephony-system.

Thus, when a businessperson is on the road, it is, at the very least, inconvenient, if not impossible, to avail himself of the functionality offered by a PBX. For instance, the PBX contains a set of conferencing features that allow employees to set up both blind and two-step conferences on the fly that are normally inaccessible from a mobile telephone.

[0003] Similarly, although some businesses allow their employees to divert office telephone calls to their mobile telephone; the mobile user employee is not able to see' the true calling line identity of a diverted call, as the identity of the PBX trunk line is presented by the mobile network instead, and it is very cumbersome for employees to transfer the call to another PBX user, and impossible to all<iw the PBX to automatically route the call to another PBX user or group if the diverted call is not answered.

[0004] Thus, as can be readily appreciated, basic PBX functionality is not available to a mobile telephone user.

[0005] In addition, while the use of mobile telephones has exploded in recent years, mobile telephones have also introduced inconveniences of their own. For example, now, 'not only must a businessperson provide a telephone number that is associated with his company, but the businessperson must also provide a mobile telephone number that is associated with his personal mobile telephone. As a result, instead of keeping track of one telephone number, clients, colleagues, etc., must now keep track of at least two telephone numbers for a particular person. This unnecessarily fills address books and quickly becomes unmanageable, especially as mobile telephone users change service AMENDED SHEET

providers as mobile service provider competitors offer better and/or less expensive service.

[0006] This mix of company and personal telephone numbers also poses a significant problem for the company when the employee is tenninated or leaves, as important corporate clients will keep placing business calls to the terminated employee's personal mobile telephone number, bypassing any corporate call management mechanism in place to ensure that customers calls are answered and responded to in an appropriate manner, also creating a risk that hostile former employees get the opportunity to damage or steal the client relationship.

[0007] Also, while mobile telephones provide- exceptional opportunities for staying in touch, generally speaking, international mobile telephone calls are much more expensive than calls made via a company's telephone service, especially if the company exploits the advantages of negotiating for bulk telecommunications services.

.[0008] Thus along with the advantages and convenience of mobile telephony there are, however, also several disadvantages, inconveniences, and failings of this technology, especially with respect to the business environment.

AMENDED SHEET

Prior Art [0009] WO 96 22000 relates to a mobility server, which is an adjunct to a private branch exchange (PBX) and manages the additional functions which are required to serve the corporate mobile phones. The purpose of WO 96 22000 is in general the same as the purpose of the present invention, which for both inventions is to provide private branch exchange functionality to a mobile communications device.

[0010] There are several characteristics of the mobility server in its configuration as an extemal adjunct to the PBX, which increases its cost and limits its scalability;

[0011] (i) the mobility server in this configuration contains a voice processing unit;

[0012] (ii) the mobility server in this configuration connects to the PBX via a number of parallel physical voice ports / extensions, rather than connecting to the PBX
via a data interface for monitoring and controlling the switching behaviour of the PBX, often referred to as a Computer Telephony Integration (CTI) interface;

[0013] (iii) the mobility server in this- configuration uses its hardware and software to emulate the voice switching of the PBX within the mobility server, rather than utilising such switching hardware and software within the PBX via the PBX's ability to expose control and monitoring of its switching functionality via a CTI
interface.

[0014] It is a purpose of the present invention to offer a more cost effective and scalable manner to connect to the PBX when the present invention is configured as an external adjunct to the PBX. This is achieved by connecting the present invention to the PBX
only via a CTI interface, which allows the present invention, in its configuration as an external adjunct to the PBX, to execute on a standard computer and always reuse existing switching functionality in the PBX.

AMENDED SHEET

01-03-2003 IB010229f [0015] WO 96 22000 principally offers extending basic call functionality of the PBX to the mobile communications device; a general system or method for extending standard (e.g. ISDN) supplementary services or more advanced services is not described.
[0016] It is a purpose of the present invention, relative to WO 96 22000, to provide a more general architecture which allows a, significantly wider, or unlimited, range' of the functionality of the PBX to be extended to a mobile communications device. ' [0017] WO 96 22000 depends on mobile telephones being- associated with two mobile subscriptions in a mobile network. A consequence is that WO 96 22000 will not operate correctly when the mobile telephone is-roaming onto guest mobile networks, in the case the guest network has not implemented WO 96 22000 andJor special purpose information is not communicated between the guest and the home networks.

[0018] It is a purpose of the present invention to make the present invention more independent of mobile communication networks, in such a way that such networks need not be aware of being a transport mechanism of the present invention, such that a user of the present invention may use the present invention in any guest network =
which provides generai roaming access for a voice pathway and a data pathway.
[0019] WO 96 22000 further requires the mobile telephone to be adapted to be able to use either a corporate%rganization related subscription or a private subscription.

[0020] It is a purpose of the present invention to ensure that the mobile subscription and call functionality of the mobile communications device need not be adapted for the present invention to operate correctly, meaning the manufacturers of such mobile communications devices need not adapt their products in a manner specific to the present invention for the present invention to operate.

AMENDED SHEET

SUMMARY OF THE INVENTION

[0021] It is therefore an object of the present invention to provide a series of improvements in mobile telephone service and technology and thereby provide improved and extended functionality to mobile telephone users.

[0022] It is a significant object of the present invention to extend the functionality of a private branch exchange (PBX) to a mobile user.

[0023] It is a further object of the present invention to extend the functionality of a PBX by establishing a mobile branch exchange (MBX) software server that is in communication with the PBX and a cor,:esponding MBX software client executing on a mobile telephone or other mobile communications device.

[0024] It is yet another object of the present invention to set up and exploit separate voice and data paths synchronized between the mobile branch exchange server and the mobile branch exchange client.

[0025] It is another object of the present invention to provide a single telephone nuriiber that can be used to -access both a regular office telephone as well as a user's mobile telephone.

[0026] It still another object of the present invention to provide at least the telephony functionality of a wireless mobile device that functions as a single mobile office terminal that combines the functionality of an office telephone with email, corporate intranet and corporate sales tools.

[0027] It is also an,object of the present invention to provide a'system and method of gaitting seamless access to a mobile telephone user's corporate PBX via which less expensive telephone calls can be made.

AMENDED SHEET

[0028] It is still another object of the present invention to provide integration between incoming and outgoing mobile telephone calls and a contacts database.

[0029] These and other objects of the present invention are made possible by a unique and heretofore unknown architecture that exploits both the features offered by a conventional private branch exchange (PBX) and the features of emerging programmable mobile telephones. Separate voice and data channels are preferably established whereby the PBX can pass voice communication through the PBX and, at the same time, pass to and receive data (e.g., calling line ID information or number for transfer) from the mobile telephone.

[0030] More particularly, the present invention, which comprises server and client side innovation, combines voice and data channels via a Voice Data Synchronization, Protocol (VDSP) to provide cutting edge voice integrated features, using simple graphical user interfaces, to all mobile telephone users wherever. they are located around the world.

[0031] A server (or mobile branch exchange (MBX) server) directly interfaces with a PBX
via the well-known Computer Telephone Integration (CTI) interface, Coinputer Software Telephony Application (CSTA), or via a similar call control interface. The MBX server is thus able to function as an intermediary proxy needed to provide full PBX functionality to the mobile telephone, or other wireless device.

[0032] A software client for the MBX system is installed on', or an integrated part of, the mobile telephone, or other wireless device, and it directly interfaces with the mobile voice and data hardware on the mobile telephone via well known interfaces such as AT commands, Telephony Application Programming Interface (TAPI), JavaPhone, AMENDED SHEET

Subscriber Identity Module (SIIVI) Toolkit, Wireless Application Protocol (WAP) Telephony Application Interface (WTAI), or via similar call control interface.
The software client is thus able to handle independent data signals and voice events/commands and present these to the user as integrated components of the same call.

[0033] The extension of PBX functionality is made possible by setting up a data link via a network independent protocol running over the data-leg (or channel) of VDSP
between the MBX and a programmable mobile telephone in parallel with the basic voice connection between the PBX and the programmable mobile telephone. The MBX server and the mobile telephone client uses the data protocol link to synchronize the call control interfaces on both the server side and the clierit side of the voice connection, and to pass the information needed to establish the functional procedures that can not be signaled over standard public voice connections.
The server side uses CSTA or similar PBX call control interface to monitor and control the PBX end of the call, while the client program uses a similar call control interface, such as TAPI, JavaPhone, AT commands, or SIM Toolkit, to monitor and control the mobile telephone side of the call.

[0034] The present invention leverages a client-server model; an intelligent/programmed wireless client and an intelligent server that controls the PBX are employed to implement the application. The network is used as a carrier of voice and specialized data. For private wireless systems, an MBX client is provided with a Wireless Local Area Network (W-LAN) interface using Voice over Internet Protocol (VoIP) in parallel with the data stream. A VoIP protocol such as H.323 or SIP is used as a

8 AMENDED SHEET

01-03-2003 IB010229f dumb carrier of the voice traffic, while the intelligence is sent in parallel over a data connection and synchronized at the client and the server respectively. In' the latter configuration, the MBX 'server also contains an IP-PBX or interfaces via a standard call control API to an external IP-PBX.

[0035] In an IP-PBX configuration, when the user is in -his/her office it is also possible to transport the voice and data signaling between the client and the server over a fixed Local Area Network (LAN), by means of the mobile telephone/personal digital assistant 'Hot Sync' cradle that normally has a LAN interface connection either via the PC or directly. In this instance, the fixed line LAN carries VDSP via the cradle when the mobile telephone is stationary in the cradle, and automatically switches to mobile (GSM or W-LAN) voice and data connections when the mobile telephone is removed from the cradle.

[0036] While a mobile telephone in accordance with the present invention is technologically advanced, the invention is quick and easy to deploy and scale, as well as cost effective, because, typically, it does not necessitate replacing an existing PBX, it does not, typically, require major changes to the PBX configuration or changes to the corporate number plan, nor, typically, does the PBX require additional hardware, depending, of course, on the specific implementation. The MBX reliably connects to and compliments even large distributed multi-vendor corporate voice systems utilizing standard PBX interfaces. The solution is highly scalable, integrates with all commercial PBXs and requires no upgrades to the mobile or enterprise networks.

9 AMENDED SHEET

[0037] In accordance with the present invention, a significant number of features are extended to or are made available to a mobile telephone, a sampling of which is summarily described below.

= Calling Line Identity (CLI) for Calls via PBX: A well known previously unsolved problem in the telephony world is that the Calling Line Identity (calling number) for calls diverted, redirected, or transferred to mobile telephones via the PBX are presented as emerging from the PBX and not from the real incoming caller. The invention solves this by reading. the true CLI from the PBX and passing it over the data-link in parallel with the phone call. The mobile telephone uses- this information to look up full caller details in the native contact list, if present.

= Additional Caller Details: The MBX server also does a public directory, a corporate directory, and/or CRM database look-up to gain access to the full contact details of the calling party, including company name and title, irrespective of the network or when roaming, and passes the information over the. data-link to the mobile client alongside the Calling Line Identity (CLI).

, ~ = '' =
Always-on Missed Call Registers: Ability to receive a complete log of all missed calls, even when the telephone is turned off.

= Listen-in Voicemail: Screening voicemail message by 'listening in' to a message as it is being recorded, Calls can be interrupted and answered thereby simulating home-answering machine behavior.

= Automatic Reconnection for Dropped Incoming Calls: If a diverted call to a mobile telephone is dropped due to cellular coverage limitations, the MBX will attempt to reconnect the caller, and if this is not possible, it will route the call to voicemail or a switchboard.

AMENDED SHEET

= Unified Business Number: A user's existing office telephone number automatically becomes a single unified business number both for receiving incoming calls and for external presentation of outgoing calls.

= Advanced Handling of Incoming Calls: Ability to forward a call without answering it, while in a meeting or while busy in another call.

= Synchronized Simultaneous Ringing: The mobile telephone and fixed line telephone ring at the same time, providing the opportunity to pick up the call where most convenient without manual configuration of diversions.

= Internal Short Number Dialing Plan: A user can choose on a call-by-call basis between using public dialing or PBX short number dialing to reach a party, including, e.g., dialing ' 9" for a switchboard.

= Single Step Outgoing Conference: Allows the user to dial-in a new party into an established two-party or multi-party call such that all existing participants can listen in as the new party's phone is ringing and the new participant is=introduced to the call. This allows the user to arrange a phone meeting by simply calling out to all participants at an agreed time.

= Single Step Incoming Conference: Allows the user to add an incoming caller to an existing -two-party or multi-party call in a single step, thereby, e.g., allowing a phone meeting to be set up by arranging for several people to call the user at his regular business number at an agreed time, and in combination with the Single Step Outgoing Conference function also, e.g., include participants that happen to forget calling in to the meeting.

= Individual Call Participant Display: The mobile user is presented a list of all call participants that is automatically updated as a parties leave or become added to a il AMENDED SHEET

call. Also, the time of which individual participants have been included in the call is displayed alongside their identity.

= Drop Conference Party: Via the Individual Call Participant Display the user acting as the call controller can individually select and enforce a call participant to be dro,pped from the call, for instance securely allowing a phone meeting to continue after one 1 or more external parties that are no longer wanted in the meeting are dropped.

= Leave Call/Online Transfer: The Leave Call function allows the call controller to leave the call, and to pass along the call control to another user, without closing the call. This also allows for a very useful Online Transfer mechanism in which the party to receive the transferred call is first added to a three parly call for a brief period, and the call controller subsequently introduces the other two participants before leaving the call to them. This helps overcome a great psychological obstacle many users have for loosing the initial call when setting up transfers, as normal transfer functions either automatically puts the initial call on hold or 'blindly' transfer the initial call to another telephone.

= Personal Call Data Records and Call Notes: Permits integrated note taking on a wireless handheld during a call, wherein a note is stored locally at the mobile telephone and/or synchronized with the employee PC. The note is saved with the Call Data Record (including duration, numbers called/received) as a calendar entry on the mobile telephone calendar at the time the call was placed or received, making the history of the calendar a comprehensive record of all calls. The call note made by the user is automatically included in the Call Data Record, and can subsequently be accessed by looking up the calendar entry at the time the call was made.

AMENDED SHEET

01-03-2003 I B010229i = Personal Call Data Records Sorted per Contact: Call Data Records and iiotes are fully searchable by name of contact, time of call, date, or keyword,' for both incoming and outgoing calls.

= Full GUI Integration with Native Contact List: The mobile telephone is preferably integrated with the native contact list, e.g., Microsoft Outlook, and includes address book number parsing for easy dialing of numbers with parenthesis, dots, etc. that have been entered in the contact list.

= Advanced Call Filtering: Permits configuration control over how a user' warits to be reached based on, e.g., time of day or status of calendar. This feature can be combined with a personal VIP list of people who will always be able to get through to the mobile telephone independent of the Call Filtering settings:

= Advanced Optional-Length Call Registers: Outgoing, incoming and missed call registers are not limited by the Subscriber Identity Module (SIM) memory, but can be stored ia the mobile telephone memory and be configured with arbitrary length.

= Voice Mail Indicator Synchronization: Most PBX desk phones have a voice mail indicator lamp that lights up when someone has left a voice mail at the PBX.
This lainp is fully synchronized with a corresponding graphical indicator on the mobile telephone such that the mobile telephone user at any time knows whether a voice mail has been left at his/her PBX extension. The mobile telephone user can subsequently click on the graphical voice mail indicator to call the voice mail system and automatically log on to his/her account to listen to the message(s).

A number of even more advanced functions are enabled when all mobile telephone endpoints in the call are clients of the MBX system, a small subset of which' are described below:

AMENDED SHEET

= Data Conferencing: While the PBX switches the voice part of the call, the MBX
server-allows simultaneous real-time data to be mixed and distributed between the call participants over the data-leg of VDSP. Such data can be text information and call notes, shared whiteboards, shared applications, pictures, world-wide-web pages,.presentations, files, and similar electronic information.

= Virtual Closed, Band Radio: The MBX system can also be configured to implement the behavior of a Closed Band (CB) radio system, in which a never-ending PBX conference is used to mix the audio from all participants, participants can enter and leave the radio channel when they please, and every participant has a press-to-talk function on their mobile telephone. client that enforces all other participants to be muted.

[0038] The present invention also enables the IS/TT, management to improve cost control and management of mobile telephony. Such control is increasingly critical as corporate mobile telephony costs escalate and managers lose control of disbursed employee mobile bills and call processing migrate from the private corporate voice system to public mobile operator services. The mobile telephone of the present invention provides the following cost control functionality:

= Enforcing Routing of all Outgoing Mobile Calls Through the PBX: This.
enables the access filtering mechanisms already implemented per user in the PBX that limits the domestic and international destinations that an employee may call directly from his/her otlice phone.

= Automatic Use of Pre-Programmed PBX Short Numbers: This enables mobile use of negotiated rates or VPN connections, which are currently being bypassed by mobile users, thereby allowing fuller use of expensive VPN links.

AMENDED SHEET

= Project Code. Utilization: Allows use of project codes implemented in the PBX, ensuring that expansible calls are appropriately allocated to clients; and not absorbed by the corporation.

= Accumulate and Aggregate Call Data Records: The mobile telephone of the invention preferably automates the passing and accumulation of call data records for all incoming and outgoing mobile office calls, also for calls that are routed directly over the mobile networks. This allows IS/IT management to monitor call volume and distribution patterns, and sales and marketing management to export and aggregate the accumulated data into CRM systems.

= Single Business Contact Numbers: The existing PBX extension number can be used as a single pubtic contact number for each employee, meaning existing troublesome privacy considerations and employee termination complications in publicly distributing employees' personal mobile phone numbers as part of corporate directories can be avoided.

= Single Mobile Office Device: The integration of PBX functionality onto a wireless handheld, alongside =e-mail and intranet integration, allows corporate IS/IT management to purchase and support only a single mobile device and single mobile subscription per employee, thereby reducing support, and purchasing costs.

BRIEF DESCRIPTION OF THE DRAWINGS

[0039] The present invention will now be explained in more detail in conjunction with several drawings in which [0040] Figure 1 illustrates an exemplary architecture for implementing the present invention;
[0041] Figure 1A is a schematic diagram of an architecture for implementing a voice data synchronization protocol in accordance with the present invention;

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[0042] Figure 2 depicts a programmable mobile telephone or mobile telecommunications device in accordance with the present invention;

[0043] Figures 3A-13 depict stepwise MBX control of a PBX for several different types of calling functionality in accordance with the present invention; and [0044] Figures 14-23 illustrate exemplary functionality and related screen shots displayed- on a mobile telephone in accordance with the present invention.

DETAILED DESCRIPTION OF THE INVENTION

[0045] Figure = 1 shows an exemplary system or architecture (100) for implementing the present invention. As will be appreciated by those skilled in the art, most of what is shown in Figure 1 is well-known cellular telephone, data network, and priva'te branch exchange (PBX) technology. However, in accordance with the present invention, there is provided significant improvements and functionality to this technology by introducing new components and by leveraging this existing technology. -[0046] System 100 includes a private branch exchange (PBX) (102) such as an Avaya (formerly Lucent) Definity Generic 3 PBX, Siemens Hicom 300E PBX, Nortel Meridian I PBX, Ericsson MD 110 PBX, Alcatel 4400 PBX, or any other PBX having the necessary functionality for performing the steps described throughout the following description. A private branch exchange (PBX) can also be an Internet Protocol Telephony-based server such as Cisco Call Manager. As further illustrated, PBX (102) is connected to the public switched telephone network (PSTN) (104) in a conventional manner. PSTN (104) is in communication with a mobile communications network such as the Global System for Mobile Communications (GSM) (106). However, the present invention is operable with any mobile AMENDED SHEET

communication network that supports at least voica and data commtmication to and from a mobilc device.

[0047] As would be expected, GSM network (106) is in communication with a mobile telephone (108). Although a mobile telephone is specifically shown in Figure 1, the present invention is intended to cover virtually all fonns of mobile communications devices incfuding, but not iimited to, a Personal Digital Assistant ( 'PDA")/Snartphcne, a mobile telephone, a mobile computer, etc., that excmft an operating system such as EPOCTM (FROM Symbian Software), Palm OSTM (from Palm, Inc.), PocketPCTM (from Microsoft Corp.), Pocket LinuxTM (shareware), or other operating system - or alteniatively a Wireless Access Protocol ("WAP"), SIM Toolkit ("STK") or Java Virtual Machine Micro Edition (J2ME). In this description device 108 will be raferred to as a "mobile telephone", but it should be understood by those skilled in the art that any of the foregoing devices oDuld also be employal. Mobile telephone (108), as sbown in Figure 2, preferably includes a display (202) such as a liquid crystal display, via which several pieces of information can be presented to a user using a graphical user interface. Impartantly, mobile telephone (108) is preferably an intelligent, progcamniable handset such as those that are quickly replacing older mobile telephones with embedded telephony applications. While the mobile telephone shown in Figure 2 includes conventional buttons for dialing, as wi11 be explained iater herein, display (202) is preferably a touch screen display on which "buttions" can be pmented within a graphical user interface (GUI).

[0048] The programmable handset can be visualized, logically, as having thrae main components or layers: a terminal (204), an operating system (206) and an MBX
client application (208). In accordance with the present invention, an MBX client program or application is preferably loaded into mobile telephone (108) such that it operates according to the principles set forth herein. The application preferably has access to the GSM functionality of the device, either directly via GSM AT commands, or with a higher level API provided as part of the wireless handset operating system, such as TAPI or JAVAPhone.

[0049] Referring again to Figure 1, system (100) further includes a mobile branch exchange (1bIDX) server 110 that is, in concert with the MBX client-side software application (208) loaded in mobile telephone (108), at the core of the present invention.
Detailed functionality of 1VIBX server (110) is described later herein. MBX server (110) is in communication with, for example, a router (112), which in turn provides access to a data network (114) such as the Internet. Data network (114) is in communication with a device that can pass non-voice data to mobile telephone (108). In the exemplary embodiment depicted in Figure 1, a short message service (SMS) gateway (116) is eniployed. SMS gateway (116) is connected to the mobile telephone network (106), which provides wireless connectivity to mobile telephone (108).

[0050] As is further illustrated in Figure 1, the topology of the device interconnectivity provides two separate channels, paths, or tunnels, between MBX server (110) and mobile telephone (108): a voice path (150) and a data path (152). In accordance with the present invention, voice path (150) supports a voice channel that connects any one of telephones (160, 161, 162) to mobile telephone (108). Significantly, as'will be described in more detail with respect to the functionality of MBX server (110), both calls outgoing to mobile telephone (108) and calls incoming from mobile telephone AMENDED SHEET

(108) are preferably passed through PBX (102), which is under the control of MBX

server (I10). Overall synchronization between MBX client (208) and MBX server (110) is made possible, at least in part, by data path (152).

[0051] More specifically, the purpose of MBX server 110 is to allow mobile users to connect to PBX 102 as if they were in a conventional office environment. In a preferred embodiment, this can be accomplished by placing on a customer premises a software server, namely, MBX server 110, which conununicates with a corresponding suflware/fumware MBX client (208) on mobile telephone (108).

[0052] MBX server (110) preferably directly interfaces to 'PBX (102) via a standard Computer Telephone Integration ("CTI ') interface such as Computer Software Telephony Application ("CSTA"); Telephone Application Programming Interface ("TAPI" and Java TAPI) and Telephone Server Application Programming Interface ("TSAPI"). AlternativeIy, MBX server (110) can be an integrated part of the PBX
itself. MBX server (110) functions as an intermediary proxy to provide PBX
functionality to mobile telephone (108). In a preferred embodiment full, or at least a significant amount of, PBX functionality is provided or extended to mobile telephone (108).

[0053] More specifically PBX functionality is made available'to mobile telephone (108) by setting up a data link between MBX server 110 and MBX client (208) on mobile telephone (108) in parallel with the basic voice connection between the PBX
and the mobile telephone. MBX server (110) synchronizes voice and data by means of the PBX's Computer Supported Telephony Applications ("CSTA") interface, which allows MBX server (110) to take control of selected calls through PBX (102), and the AMENDED SHEET

call control interface on the MBX client (208), which allows the MBX client application to take control of the calls on the mobile telephone 108.

[00541 For the parallel data transport via data path (152), MBX (110) caii employ Intemet Protocol ("IP"); Short Message Service ("SMS"), Unstructured Supplementary Service Data ("USSD"), General Packet Radio Service ("GPRS"), Enhanced Datarate for Global Evolution ("EDGE"), user/private/application data fields in public voice protocols (such as the Integrated Services Digital Network ("ISDN") protocol, SS7, GSM, SIP or H.323), Bluetooth, Wireless Access Protocol (WAP), CDPD, LMDS, High Speed Circuit Switched Data (HSCSD), W-CDMA
(e.g. CDMA 2000, UMTS, or any other variants of W CDMA), Mobitex, two way paging, wireless Ethemet, or any other wireless = data (circuit or packet switched) protocol to send call-data to mobile telephone (108) in parallel with the voice calt.
When appropriate, it is also possible to simultaneously use multiple data transport protocols in the same system, even during the same call. "

[0055] The voice call via voice path (150) can be carried by any wireless voice technology including, but not limited to, GSM, DECT, W-CDMA (e.g. CDMA 2000, UMTS, or any other variants of W-CDMA), High Speed Circuit Switched Data (HSCSD), TDMA, Trunked Radio, TETRA, LMDS, and H.323 or Session Initiation Protocol ("SIP") over Wireless Local Area Networks or 3G. In such a public configuration, the intelligent/programmed mobile telephone client and an inteIligent server (MBX 110) that controls PBX (102) are used to achieve the goals of the invention (by, in effect, using the mobile networks as a dumb carrier).

AMENDED SHEET

[0056] As shown in Figure 2, mobile telephone (108) is capable of being programmed in accordance with a service provider's specifications by 'loading a software program into the application layer of mobile telephone (108). In accordance with the present invention, the MBX client (208) softwarethat communicates with MBX server (110) is loaded in this layer.

[0057] It is noted that not only can an interface such as JTAPI (or TAPI) be employed to control/listen to PBX (102), but the present invention can also be configured to provide an extended JTAPI interface that includes the functionality to handle mobile telephones (108) as a regular PBX extension, meaning that existing 3rd party call-centers and CTI applications in the market place can be extended to support the MBX, thereby allowing the 3'd party application to also perform call control operations and monitor the mobile telephones in addition to the fixed line PBX
phones.

[0058] Similarly, the present invention may- provide a JTAPI-like call-control interface to other client applications running on a mobile telephone enabling, e.g., a 3rd party e-mail program to implement click-to-call functionality.

[0059] Preferably, overall interaction between 1VtBX (110) and mobile telephone (108) is effected via a voice data synchronization protocol (VDSP) that enables intelligent wireless handhelds to become seamless PBX extensions. In accordance with the present invention, VDSP comprises three main components as shown in Figure 1A:

(1) a standard PBX-to-mobile voice connection (150), such as ISDN/GSM, monitored and controlled by means of complete call control APIs towards both the PBX at MBX end and the mobile telephone at the client end;

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(2) a telephany information exchange protocol (TIEP) (152), or any other suitable protocol, that runs over a standard mobile data service, such as SMS
or GPRS, between the MBX client (208) and the MBX server (110) (mobile telephone and MBX). TIEP transports signaling information between 1V1BX server (110) and MBX client (208) that can not be transported by standard voice network protocols, and thus enables the system to bypass the limitations that these protocols impose on mobile PBX integration; and (3) VDSP functionality located on both ends of the connections to implement the call features of the system. State machines are preferably employed to deal with the complexity of controlling two independent voice, and data connections from both ends, while also maintaining consistency and synchronization within the system when data packet loss occurs. The actual state machine design depends on the particular implementation and it is well within the skill of those familiar with the art to construct and deploy such call model state machines once an overall architecture has been chosen.

[0060] The following is a listing of exemplary TIEP codes that are implemented for call control in accordance with the present invention. Preferably, the appropriate code is transmitted along with a message identifier, a timestamp, a length and attributes (where desired) between the MBX and mobile telephone as shown schematically in Figure lA. The TIEP protocol is readily extended to accommodate for new functionality, and can be modified without changes to any public voice or data protocols.

AMENDED SHEET

01-03-2003 I B010229f Code Type LISTEN IN INDICATION

8 CLI_QUEUED INDICATION

103 CONFERENCE DROP PARTY REQUEST.

106 LISTEN IhT_REQUEST

109 CLIENT CRADLE_CONTROL INDICATION

[0061] Figures 3A-1 3 depict stepwise control of PBX (102) for the following different types of calling functionality. While the following description focuses on employing a AMENDED SHEET

"phantom call" initiated by a PBX, other PBX functionality may also be' employed the sequences and calling results described below.
(1) Incoming Call (2) Outgoing Indirect Call (3) Outgoing Indirect Call to MBX client (4) Outgoing Conference (5) Incoming Conference (6) Conference Lost Participant (7) Conference Drop Participant (8) Forward Call (9) Transfer Call

(10) Listen In - Forward

(11) Listen In - Intrude (1) Incoming Call [0062] Figures 3A-3E depict how an incoming call from a remote telephone (162) is preferably processed in accordance with the present invention. Preferably, all PBX
control and data exchange to the mobile telephone,(108) is controlled by MBX
110.

[0063] Referring first to Figure 3A, an incoming call A arrives at PBX (102) and is routed via remote call -connection to the office terminal/telephone (160) associated with the telephone number dialed. MBX (110) is notified, via CSTA for example, of call A
and, as a result, initiates two processes. The first process comprises setting up phantom call B between a virtual terminal associated with a phantom number within PBX (102) (or alternatively a real terminal if PBX does not support virtual terminals) and mobile telephone (108) via a conventional GSM network (106). The second process is the establishment of a data path between the MBX (110) and mobile telephone (108). In this case, calling line identity CLI_ind infonnation is sent via this data channel in parallel to the voice channel that is being established whereby the mobile telephone user can be apprised of who the caller is. Such information can be AMENDED SHEET

more than just caller ID, and could include a name of the caller, such as is common in advanced PBX systems. Additional information about the caller can also be displayed to the mobile telephone user as will be described later herein.

[0064] Having received the calling line identity information, the mobile telephoae 'user is now in a better position to decide whether to answer (or forward or conference in) the call. Figure 3B shows the scenario in which the mobile telephone user decides to answer the call. As shown, call B is fully established. The virtual terminal from which the phantom call originated then holds call B and places a new call C to 'oil'ice telephone (160). Calls B and C are then conferenced together.

[0065] As shown in Figure 3C, in order to establish connection between calls A
and B/C, call C is answered and placed on "hold." Call A is then answered, and 'call C is transferred, whereby the end effect is to merge call B and call A and remove the office telephone from the call, as shown in Figure 3D, and to keep the virtual'terrninal associated with the call in the call for monitoring and control purposes, as necessary.
Thus, as can be appreciated, MBX server (110) continuously monitors PBX (102) via CSTA or any other interface that is exposed to PBX users, and causes PBX *
(102) to initiate various functions to automatically connect a remote caller, who dialed an office telephone number, to a mobile user without the remote caller even knowing that the mobile telephone user is not actually answering the call at his/her office. This overall functionality is further enhanced by virtue of the separate data path (employing TIEP) that is set up in conjunction with the GSM voice path to deliver PBX-type functionality to the mobile user whereby, from the mobile user's point of AMENDED SHEET

01-03-2003 i B0102298 C, view, he/she receives the same information that is available as if he/she were sitting at his/her office desk.

[0066] Figure 3E depicts the scenario in which phantom call B, which is placed from a virtual terminal, is rejected by the mobile telephone user, i.e., the call is not answered.
With call A neither being answered by office telephone. (160) nor mobile telephone (108), incoming call A will continue until redirected to a voice mail function, as might be conventional when a person is not available to answer their assigned office telephone. Of course, if there is no voice mail, call A would simply ring-the office telephone.

(2) Outgping Indirect Call [00671 Figures 4A-4D illustrate a call initiated by a mobile telephone to a remote telephone (162). This scenario is identified as an outgoing indirect call in that while the call originates with the mobile telephone, from the remote number's perspective, the telephone call is being received . from the mobile telephone user's office telephone (160). Referring specifically to Figure 4A, the MBX client (208) of the present invention resident on mobile telephone (108) causes a data pathway to be opened between mobile telephone (108) and MBX server (110) contemporaneously with a voice channel thereby causing, initially, call B being opened up between the mobile telephone and a virtual terminal on PBX 102. More specifically, the MBX client (208) side application loaded on mobile telephone (108) maps the dialed number into a preconfigured PBX phantom number on which the MBX server (110) listens, while sending the real dialed number as a data message to the MBX server, such that from the calling user's perspective the process is fiully automated. An IndirectCallRequest AMENDED SHEET

command (shown in Figure 5A) is sent via the data pathway to MBX server (110).

This command causes MBX server (110) to initiate a call, A, that originates from the mobile telephone user's standard office telephone number (160) and is placed to the desired remote telephone number (162). The remote number is preferably transmitted via data path (152) and, in accordance with the present invention, over TIEP.

[0068] When call A is answered, or established, (keeping in mind that call A
could be answered by a person, an answering machine, a fax machine, a modem, etc.), a phantom call C is placed internal to PBX (102) between the virtual terminal and the mobile telephone user's office number (160), which, when 'manipulated using well-known PBX control commands, has the effect of redirecting call B, the actual call made by mobile telephone (108) to PBX (102), to the office telephone of the mobile telephone user's office number (160), as shown in Figure 4B. More specifically, call B is answered at the virtual terminal, call B is placed on hold at the virtual terminal, the new call C is placed from the virtual terminal to the office telephone (160), and calls B and C are conferenced. Figure 4C then shows that call C is answered at office telephone (160). Call C is then placed on hold and then transferred at the office telephone to call A. The result is shown in Figure 4D wherein a voice communication path that is established between the mobile telephone (108) and a remote number transparently passes through PBX (102). Again, as in the incoming call sequence, the virtual terminal in the PBX, i.e., one of the virtual terminals associated with the phantom number, is maintained in a conference throughout the call via a'conference' operation. This enables MBX server (110) to keep controlling the call even if none of the end-points are local PBX terminals, and it further enables MBX server (110) to AMENDED SHEET

reestablish a connection if it is dropped by the mobile network, since the virtual terminal ensures that there are still two parties connected in the call after the drop.
(3) Outeoina Indirect Call to MBX Client [0069] Figures 5A-5C illustrate a scenario in which both the caller and callee are parties to an MBX in accordance with the present invention. As shown, beginning first with Figure 5A, an IndirectCallRequest is sent to MBX server (110). Then a call B
is placed from mobile telephone (108) to a phantom number at PBX (102), preferably at the same time that the IndirectCallRequest is transmitted via the data pathway, which causes a phantom call C to be placed from a virtual terminal to a remote telephone (108a) equipped in accordance with the present invention. At the same time, PBX
(102) is commanded to establish or create a call, A, between the conventioiial office telephones (160, 161) of the caller and callee. Finally, calling line identity information (not shown) with respect to the caller is sent via a second data pathway, in accordance with TIEP, that is established between the MBX server and the callee's telephone (108a). In this scenario it is noted that both the remote telephone (108a) and office telephone (161) preferably ring simultaneously.

[0070] Eventually, the callee answers call C at the remote telephone (108a), as depicted in Figure 5B, and the procedure of answering an incoming call (Figures 3A-3D) is executed such that call A for an instant connects the caller's office telephone with the callee's mobile telephone. The procedure of answering an outgoing call (figures 4B-4D) is then executed, thereby completing the connection between the two mobile telephones (108, 108a) via PBX (102), as shown in Figure 5C.

(4) Outgoing Conference AMENDED SHEET

[0071] This next sequence, illustrated by Figures 6A-6B, depicts how a third party can be conferenced in to an on-going conversation between a mobile telephone (108) and a remote number (162). In this case, as shown in Figure 6A, a call A is established between mobile telephone (108) and a remote number (162). As with a typical call, a virtual terminal is also confereinced in to keep track of call A and to be available to reestablish the voice channel with mobile telephone (108) should mobile telephone (108) drop the call. In this case, in order to conference in a second remote telephone (162a), a "conference blind add" TIEP request is sent via the data channel to MBX
server (110). This causes MBX server (110) to instruct PBX (102) to place the virtual terminal on hold and to place a new call B to a second remote telephone number (162a). Call B, is then immediately conferenced with call A, as shown in Figure 6B.
As a result, mobile telephone (108) is in communication with both remote telephones (162 and 162a).

(51 Incoming Conference [0072] Figures 7A-7B illustrate how an incoming call can be conferenced in with a pre-established call between a mobile telephone (108) and one or more remote telephones. As shown in Figure 7A, call A= is an existing call between mobile telephone (108) and a first remote telephone (162). A call B is placed from a second remote telephone (162a) to office telephone number (160). As a result, a call C is established between the virtual terminal and mobile telephone (108) in parallel with a TIEP package for calling line identity. From the perspective of the user of mobile telephone (108), the new incoming call is presented as a call-waiting or queued call.

AMENDED SHEET

[0073] Assuming the user of mobile telephone (108) desires to include the caller from remote telephone (162a) in the ongoing conversation, the user inputs (as will be described in more detail later herein) into mobile telephone (108) an indication that the second caller should be included. As a result, the MBX client (208) application loaded on mobile telephone (108) sends a "conference blind include" request via TIEP back to MBX server (110) via the data channel. As a result, call C is dropped and call B is redirected to the phantom number, answered at a virtual terminal, placed on hold, and conferenced with call A at the virtual terminal. "This sequence is depicted in Figure 7B: The result within PBX (102) is shown in Figure 7C.

[0074] 'Figures 7D and 7E illustrate the. case where the new incoming call frotim remote number 162a is rejected by the user of mobile telephone (108). Specifically, as shown in Figure 7D, call A is an existing call and calls B and C represent the sequence that occurs for a new incoming call. Call C, again, is preferably presented as a call waiting call to the user of mobile telephone (108). Referring now to Figure 7E, if the user of mobile telephone (108) fails to answer call C, call C will be dropped. This will result in call B ringing at office telephone (160) until it is'diverted to voice-mail, as might be the case in a typical office environment.

(6) Conference - Lost Participant [0075] Figure 8 shows a sequence in which one of the conference participants, namely remote telephone number (162a), drops out of the conference call. In this case, MBX
server (110) is alerted to this fact and in response, sends a "conference party lost"
signal via T1EP to MBX client (208) via the data channel. As will become apparent in the description of the Graphical User Interface for the mobile telephone of the AMENDED SHEET

01-03-2003 i B0102298 present invention described later herein, the loss of a participant from a conference call preferably results in a visual cue to the user of mobile telephone (108).
(7) Conference - Drop Participant [0076] Figure 9 illustrates the case of a conference call in which the user of mobile telephone (108) desires to expressly drop a participant from the conference call rather than the participant himself initiating the drop from the conference call. In this case, a' drop conference party" signal is sent in accordance with TIEP from MBX client (208) to MBX server (110) via the data channel. MBX server (110), in turn, causes PBX
(102) to drop the participant indicated by the user of mobile telephone (108).
In this case, remote telephone number (162a) is dropped.

(8) Forward Call [0077] Figures 10A and 10B illustrate how an incoming call can be forwarded by mobile telephone (108). As shown, a call A is placed by remote telephone number' (162) to office telephone number (160). As is the case for any, incoming call, a phantom call B is placed between a virtual terminal within PBX (102) and mobile telephone (108).
In parallel with this, calling line identity information is sent from MBX
server (110) to MBX client (208) via TIEP over the data channel. Then, as shown in Figure IOB, assuming the user of mobile telephone (108) wants to forward the call to another number, the user enters or indicates such a desire via, e.g., a graphical user interface (described below), and the MBX client (208) application loaded on mobile telephone (108) generates a "forward (x no)" TIEP command that is sent via the data channel back to MBX server (110). Then, as a result of receiving such a command, MBX
server (110) causes PBX (102) to drop call B between the virtual terminal and mobile AMENDED SHEET

telephone (108) and to forward call A to the destination x no that was passed from MBX client (208) to MBX server (110).
(9) Transfer Call [0078] Figures lIA and I1B illustrate how a call is transferred in accordance with the present invention. In this sequence, referring first to Figure 11A, a call A
is pre-established between mobile telephone (108), remote number (162) and, in accordance with the prefeffed embodiment of the present invention, the virtual terminal within PBX (102). To transfer this call, a "conference blind add (o no)" commatnd is sent from MBX client (208) on mobile telephone (108) to MBX server (110). This command causes MBX server (110) to conference-in office telephone (161) corresponding to the o no number that was passed to MBX server (110) via'the data channel. Once the conferencing is complete, MBX server (I10) causes PBX (102) to drop the mobile portion of call A, as shown in Figure I IB, thereby leaving only the remote telephone number (162) and the office telephone number (161) (along with the virdxal terminal) in communication with each other, thereby effecting the call transfer function.

(I9) Listen In - Forward [0079] Figures 12A-12E illustrate how an incoming call can be listened to and then forwarded as desired, all from mobile telephone (108). Referring first to Figure 12A, a remote telephone number places a call A to office telephone number (160): As is the case with all incoming calls, a call B is established between a virtual terminal within PBX (102) and mobile telephone (108) and, in parallel, calling line identity information in accordance with J1EP is sent to MBX client (208) via the data AMENDED SHEET

channel. Assuming the user of mobile telephone (108) desires only to listen-in to the incoming call, rather than answering it, the MBX client (208) sends a Listenln(x no) connnand to MBX server (I10) via the data channel. This causes a call C to be placed between virtual terminal and office telephone (160) and further causes calls B
and C to be conferenced together, as shown in Figure 12B.

[0080] Then, as shown in Figure 12C, calls C and A are conferenced together and the mobile portion of call C is muted. The result, as shown in Figure 12D, is that call A
is the "live ' call- and is established among remote telephone number (162), office -telephone (160) and the virtual terminal within PBX (102).

[0081] Finally, having received a listen in command, as shown in Figure 12B, call A is then redirected to the number that was included iri that conunand, as shown in Figure 12E.
0 1) Listen In - Intrude [0082] Figure 13 shows a sequence, which is an extension of the sequence illustrated in Figures 12A-12E. In this case, if the user of mobile telephone (108) desires to intrude, or become a participant in the call that has been placed by remote telephone number (162), then the user of mobile telephone (108) simply un-mutes the mobile portion of the conferenced call locally at the mobile telephone, or via an appropriate TIEP command, thereby becoming an active participant. ' [0083] Control of PBX (102) by MBX server (110) can be accomplished using the following exemplary commands that are standard commands used by the vast majority of commercially available PBXs:

- Make Call - Answer Call AMENDED SHEET

- Clear (End) Call - Clear (Drop) Connection - Deflect (Redirect) Call - Transfer Call - Conference Call - Hold Call - Retrieve (Unhold) Call [0084] In addition the relatively simple commands above, the present invention preferably configures a set of virtuaI terminals in the PBX, configured in hunt groups to which a PBX phantom number can be assigned. Thus, as can be readily appreciated by those skilled in the art,, there are only very minor configuration changes needed to have a conventional PBX operate in accordance with the principles of the present invention.

.[0085] The present invention not only extends conventional PBX functionality to a mobile telephone, but because mobile telephone (108), can be prograrnmed via an application layer, a significant number of other features associated with PBX and general usability functionality can also be provided to the user of mobile telephone (108) and/or the company/organization with which the user is associated, as will become apparent from the additional description below.

[0086] Figure 14 illustrates an exemplary screen shot that might be displayed on display (202) of mobile telephone (108). Display (202) preferably implements touch screen functionality whereby the user can select particular items by touching or tapping a stylus or other pointing device (e.g., a finger) to display screen (202). In a preferred embodiment, several screens are easily accessible by arranging the screens AMENDED SHEET

in a tabbed configuration. In the case of the screen illustrated in Figure 14, there are tabs assigned for contacts, dial, call, note, and register.

[0087] Figure 14 illustrates an exemplary contacts screen in accordance with the present invention. In a preferred embodiment, each person or company, etc. that is entered in the contacts list includes full contact information and, in particular, telephone numbers via which those contacts can be contacted, and the contact list is fully consistent and synchronised with the already existing contact list on the mobile telephone. In accordance with the preferred embodiment of the present invention, the user of mobile telephone (108) can simply double tap a selected contact on display screen (202), which will when then preferably present one or more telephone numbers for the selected contact. In a preferred embodiment, the displayed telephone number is then tapped and mobile telephone (108) is automatically dialed and the call connected in accordance with the MBX control described above.

[0088]. Figure 15 illustrates the display under the dial tab. In this screen a dial pad (1501) is displayed along with several preprogrammed speed dialing keys (1503). If dial pad (1501) is employed then mobile telephone (108) will initiate a call once call button (1505) is tapped. If a speed-dialing key (1503) is tapped, then mobile telephone (108) preferably immediately initiates the call without having to tap call button (1505). If the internal dialing check-button (1502) is selected, the user can dial using the internal dialing plan of the PBX, as if dialing from the office phone. If the internal dialing (1502) check-button is not selected, the user can dial using the regular public dialing plan.

AMENDED SHEET
._,.

[0089] A user of mobile telephone (108) can also access one of several register's that are updated in the normal course of usage of the system and service provided by the present invention. One example of a register in accordance with the present invention is a missed call register, as shown in Figure 16. Such a register captures and stores the telephone numbers and preferably also a name of a party whose telephone call was missed, because, e.g., mobile telephone (108) was powered off, or mobile telephone (108) was out of range of a wireless network. Different, registers, including, but not limited to, outgoing calls and incoming calls, are preferably chosen from a pull down menu (1601). Preferably, there is also an option (1603) for selecting whether to show the times of the calls stored in the register being viewed.
Other details of paranneters of calls may also be stored and/or displayed as may be desired for a particular implementation of the present invention.

[0090] In an alternative quick dialing method, call button (1505) is preferably programmed to cause the last dialed number to be displayed in field (1701), and if call button (1505) is tapped again, the last dialed number is automatically called. If the displayed number is not the number that the user wishes to call, then the user may choose from a last dialed list (1703). Once the desired telephone number or party is selected, call button (1505) is tapped to initiate the call.

[0091] As also shown in Figure 16, a user of mobile telephone (108) can also access a voice message indication button (1504) which is highlighted and displays an open envelope when the voice message indicator lamp on the office telephone is lit. When the voice message indicator lamp on the office telephone is not lit, the button displays ;a closed envelope, as pictured., The user of mobile telephone (108) can click on the voice AMENDED SHEET

01-03-2003 I B010229f message indication button (1504) to dial directly to the PBX voice message system, and the client also provides a mechanism for sending pre-configured DTW tones to automatically log on the user to the PBX voice messaging system.

[0092] Figure 18 shows an exemplary screen shot displayed by MBX client (208) at the time an incoming call is received. As -previously explained, the present invention provides full calling line identity (CLI) information at the mobile telephone. At least a portion of this information is preferably passed via data path (152) before a voice connection is fully established between the mobile telephone user and a caller. In a preferred embodiment, MBX server (110) or MBX client (208) initiates a public directory or customer relations management (CRM) database look-up and/or native contact list look-up whereby full contact details of the calling party including a company name and title can be displayed to the _ local telephone user. Accordingly, the-present invention provides a particularly useful call-screening feature whereby, especially in a mobile communications environment, a user can limit the calls that he wishes to engage in. Figure 18 also shows an exemplary information display of the CLI
information. To answer an incoming call, the user simply taps call button (1505).

[0093] To reject a call, the user taps a hang up button (1801) iii the incoming call screen. In a preferred embodiment, when hang up button (1801) is tapped, the incoming call ceases at mobile telephone, but the call continues at the associated office telephone, and voice mail, if available. Of course, the call is also preferably placed in the appropriate register for later retrieval, as might be desired.

[0094] A significant feature of the present invention is the ability for a mobile telephone user to forward a call and establish conference calls as though the user were using their AMENDED SHEET

conventional PBX-connected office telephone. Referring still to Figure 18 two buttons, (1803) and (1805), are provided for these two features.

[0095] Figure 19 shows an exemplary screen that is presented to a user when forward button (1803) is tapped. Specifically, the dial tab is presented to the user to give the user the opportunity to choose a party to whom the caller should be forwarded. 'Once the telephone number is selected in field (1901), forward button (1903) is tapped to forward the call. As shown, the telephone number can be selected via-dial pad (1501), speed dial buttons (1503) or a last call list.

10096] A conference call is preferably initiated by tapping conference button (1805) (Figure 18) and Figure 20 illustrates an exemplary screen under the call'tab when a conference is desired. In this case, participants in a conference call are listed along with the time that each of the participants has been connected. To add a participant, the user taps add participant button (2001) and a screen like that illustrated in Figure 19 is presented to the user, whereby the user can select a telephone number associated with the desired new conference participant via dial-pad (1501), speed dial buttons (1503) or last call list (1901).

[0097] An incoming call also can be conferenced in with an on-going call. When the incoming call is received at mobile telephone (108), the user is notified and given the opportunity to tap add participant button (2001) to connect the new, call to the conference call. Preferably, all participants, including the newly added party, are listed in the call tab screen like that shown in Figure 20. At any time, the user of mobile telephone (108) can drop a participant in a conference call by tapping drop participant button 2003.

AMENDED SHEET

[0098] Figure 21 shows an exemplary screen shot presented under the note tab.
In accordance with the present invention, a user of mobile telephone (108) can take a note during a call by tapping the note tab and then tapping into note text area (2101).
Text can be entered using a keyboard presented to the user or a character recognition program. The completed note is preferably auto-saved at the end of the call.
However, a note can also preferably be edited or added to after the call has been completed. A save icon in tool bar (2103) is then tapped to save the note.

[0099] As with most personal digital assistants, mobile telephone (108) preferably includes a calendar application. In accordance with the present invention, such a calendar application can be populated with telephone calls that are made or received via mobile telephone (108), as well as notes that have been generated in connection with such telephone calls. An exemplary calendar is. shown in Figure 22 and Figure shows one of the calendar entries after being expanded. In this case, a note associated with the telephone call is also shown. It is subsequently possible for the user to search for previous calls by means of the native calendar search function provided with most personal digital assistants.

[00100] Having described the basic functionality and implementation techniques of the present invention, the following will describe still more features and advantages of the present invention.

[00101] The;first and perhaps foremost advantage of the present invention i"s that an office worker need only have a single telephone number via which people can contact that person. That is, since mobile telephone (108) is controlled, ultimately, by MBX
server (110), calls passing through PBX (102) can be routed to the office worker's AMENDED SHEET
------ conventional wire line telephone or to his/her mobile telephone (108).
Indeed, the present invention preferably provides synchronized simuitaneous ringing wherein mobile telephone (108) and the mobile telephone user's wire line office telephone ring at the. same time -when an incoming call is received, thereby permitting the user to answer the call where most convenient without having to manually configure a redirection of the call. Similarly, one's existing office telephone number automatically becomes a user's single unified business number both for receiving incoming calls and external presentation of outgoing calls. Also, there is no need for the user to continuously modify forward settings at the PBX office telephone, as the simultaneous ringing mechanism can be statically configured.

[00102] Another feature of the present invention, as already described herein, is the receipt of full calling line identify information, which can be gleaned from any number of directories or databases that can be accessed either directly from within mobile telephone (108) or via MBX server (110), or even directly from data network (114) (e.g., ,LDAP) without even accessing MBX server (110). In a preferred embodiment, a user's address book, stored for example, in Microsoft Outlook, can be synchronized with the address book of mobile telephone (108).

[00103] Also, because MBX server (110) is in constant communication with PBX
(102), even if mobile telephone (108) is not powered on, MBX server (110), SMS
Gateway (116) or GSM data-network (106) cari store calls that have been missed and when mobile telephone (108) is subsequently powered on the missed call information can be updated in the call register of the mobile telephone. Of course, this feature is AMENDED SHEET

also effective when mobile telephone (108) is out of range of mobile telephone network (106).

[00104] Also, because of the functionality provided by MBX, it is possible for a user of mobile telephone (108) to listen in on voicemail that is being left by a caller. This gives the user of mobile telephone (108) the opportunity to ifnterrupt and answer the call as desired, thereby simulating home-answering machine behavior. Again, this functionality is made possible by the close association of MBX server (110) with PBX (102) along with the fact that 1VIBX client (208) on mobile telephone 108 is in conununication with MBX server (110) both via a voice path (150) and data path (152), i.e., the VDSP.

[00105] Since incoming calls received at mobile telephone (108) are passed through PBX (102), even if mobile telephone (108) loses wireless connectivity with mobile telephone network (106), the call may still be connected with PBX (102). In "such an instance, MBX server (110) will preferably attempt to re-establish or reconnect -mobile telephone (108) with the call that is still connected with PBX (102) or, if that is not possible, redirect the call to the user's voice mailbox, or alternatively, a switchboard. As previously explained, the virtual terminal within PBX (102) is kept in conference with the on-going mobile telephone call in the event it is necessary to re-establish the call.

[00106] Because data path (152) provides calling line identity information to mobile telephone (108) without there having to be a connected voice path, the present invention also supports forwarding a call without ever answering it. This is particularly useful when a user is busy at a meeting or on another call.

AMENDED SHEET

(00107] Another benefit of having mobile telephone (108) being closely related to PBX (102) through MBX server (110) is that the mobile telephone can now be used as though it were a conventional wire line office telephone in the sense that the mobile telephone user can choose to use the internal short number dialing plan that is supported by virtualiy, all PBXs. For example, instead of having to dial a full number of an office colleague, the mobile telephone user can simply dial a four/five digit extension that has been assigned to the office colleague. Similarly, MBX
client (208) can be configured such that the user must dial a "9" in order to access an outside line.

[00108] Although users are preferably able to configure the ordering or organization of basic calling data such as contact name, times of calls, etc., software incorporated in mobile telephone (108) is preferably able to conduct searches of the several data records and notes as well. This searching functionality is preferably applicable to both incoming and outgoing calls. Also, call records can be integrated with, existing customer relations management (CRM) systems. In the overall system topology (100) of the present invention, element 120 (Figure 1) could be such a CRM
system.

[00109] In a preferred embodiment of the present invention, MBX server (110) and/or MBX client (208) can also be progranuned to filter incoming calls based ~on user-identified criteria such as time of day, calendar status or VIP list. For example, the system can be configured to permit only a predetermined set of callers to be able to get through to mobile telephone (108) whereas others are automatically redirected to voicemail. - In this way, a user can have a significant amount of control over 'his accessibility to others. The filtering mechanisms can be loaded on either (or both) MBX client (208) or MBX server (110).

AMENDED SHEET

01-03-2003 I B010229f [00110] Another significant advantage to having mobile telephone (108) closely associated with PBX (102) is the ability to control telecommunications services and, particularly, mobile telecommunications costs. For example, corporate users,who are given access to a mobile telephone in accordance with the present invention can have their access to both domestic or international call destinations limited/controlled, since the present invention can enforce routing of all calls through the PBX;
and thereby reuse the existing call screening functionality in the PBX. Thus, not only can employees.be controlled with respect to outbound calling while in a. wire line office environment, but those employees can now also be controlled with respect to outgoing calling even if they are using a mobile telephone.

[00111] Similarly, present mobile telephone users do not have access to true pre-negotiated rates for telephone connectivity. Long distance calling, in particular, is very expensive when initiated frotn a mobile telephone versus a land line telephone, especially. when "roaming. " However, the present invention provides a way to bypass these more expensive telephone connections by channeling all mobile telephone communications through a PBX. Accordingly, assuming the mobile telephone user is not roaming, then all long distance calls initiated by the mobile telephone can enjoy the lower telecommunications prices available to PBX-connected 'wire-line telephones. Also, a mobile-to-mobile. call between different mobile operators is frequently significantly more expensive than the sum of the costs of a mobile-to-fixed and a fixed-to-mobile call, further reducing mobile telephone call charges.

[00112] In the case that it is more costly to route calls via the PBX than directly, it is possible with the present invention to configure the client to route specific calls directly (not AMENDED SHEET

01-03-2003 i B0102298 via PBX) by means of the standard GSM call routing mechanism. This least cost routing mapping is based on automatic client side number recognition and the identity of the mobile operator and the country at which the phone is currently registered.
[00113] In addition, if a corporation has locations in different parts of a couintry or the world, then MBX client (208) can be programmed to operate with selected local MBXs so that every call initiated by mobile telephone 108 is, effectively, a local initiated call.

[00114] Still another useful feature of the present invention is that users of mobile telephone (108) can now use project codes when initiating telephone calls.
Those project codes are then fed back.to MBX server (110), preferably via data path (152), and registered there for cost allocation to the appropriate clients, thereby avoiding a charge to a corporation.

[00115] The present invention, as will be appreciated by those skilled in the art, can also, in view of the rich data being passed between MBX client (208)/mobile telephone (108) and MBX (110)/PBX 102, provide significant insight into call data records whereby information technology personnel or others can monitor the call volume and distribution patterns of one or more mobile telephone users. 'This can lead to more leverage in negotiating telecommunications services and monitoring the usage pattems,of individuals.

[001I6] Finally, the description of the present invention has been directed, primarily, to extending telephone calls placed to and from a mobile telephone that has programmable capabilities. However, the programmable mobile telephone/PDA
device contemplated to be employed in the context of the present invention could also AMENDED SHEET

be used for many other purposes. For example, email could be forwarded and sent to/from such a device, as described in U.S. Patent 6,219,694 B 1 to Lazaridis et al.
Similarly, the mobile telephone/PDA could be used as an extension of a user's office computer, whereby files or applications that are manipulated on the user's computer can be synchronized or mirrored on the mobile telephone/PDA used in connection with the present invention. Examples of such functionality include accessing the world wide web via data path (152) or accessing a CRM database in a home office via data path (152), or via some other connectivity outside of the MBX paradigm of the present invention. The foregoing functionality is preferably all available on a single device with a single mobile operator subscription for voice and data service.

,[00117] The foregoing disclosure of the preferred embodiments of the present invention has been presented for purposes of illustration and description. It is not intended to be exhaustive or to limit the invention to the precise forms disclosed. Many variations and modifications of the embodiments described herein will be obvious to one of ordinary skill in the art in light of the above disclosure. The scope of the invention is to be defined only by the claims appended hereto, and by their equivalents.

[00118] Further, in describing representative embodiments of the present invention, the specification may have presented the method and/or process of the present invention as a particular sequence of steps. However, to the extent that the method or process does not rely on the particular order of steps set forth herein, the method or process should not be limited to the particular sequence of steps described. As one of ordinary skill in the art would appreciate, other sequences of steps may be possible.

AMENDED SHEET

Claims (35)

WHAT IS CLAIMED IS:

1. A system for providing private branch exchange (PBX) functionality to a mobile communications device, comprising:

a mobile communications device (108) operable to communicate via a voice pathway (150) and a data pathway (152);

a private branch exchange (PBX) (102) operable to communicate with the mobile communications device (108) via the voice pathway (150);

a mobile branch exchange (MBX) server (110) operable to communicate with the mobile communications device (108) via the data pathway (152), and to monitor the PBX (102) for activity related to a user of the mobile communications device (108), and to communicate with and control the PBX (102) in accordance with commands received via the data pathway (152) from the mobile communications device (108) or in accordance with algorithms residing in the MBX server (110);

the MBX server (110) operable to monitor, communicate and control the PBX
(102) via a separate data connection interface (140), without being connected to the voice pathway (150) in such a way that voice calls handled by the voice pathway (150) are routed through the MBX server (110);

the mobile communications device (108) having a mobile branch exchange software client (MBX client) (208) operable to communicate in parallel via a voice pathway (150) with the PBX (102), and via the data pathway (152) with the MBX
server (110), the MBX client (208) also being operable to (i) monitor the mobile communications device for activity related to the voice pathway (150) between the mobile communications device (108) and the PBX (102), and (ii) control the voice pathway (150) between the mobile communications device (108) and the PBX (102) in accordance with commands received via the data pathway (152) from the MBX
server (I 10) and from the user of the mobile communications device (108);

the data pathway (152) between the MBX server (110) and the MBX client (208) being arranged in parallel with the voice pathway (150) between the mobile communications device (108) and the PBX (102); and the MBX server (110) and the MBX client (208) being in communication with each other via a Voice Data Synchronization Protocol (VDSP) implemented in both the MBX server (110) and the MBX client (208).

2. The system of claim 1, wherein the separate data connection comprises a Computer Telephony Integration (CTI) interface (140).

3. The system of claim 1, wherein the CTI interface (140) comprises at least one of CSTA, TAPI, JTAPI, and TSAPI.

4. The system of claim 1, wherein the mobile communications device (108) is at least one of a personal digital assistant, a mobile telephone and a mobile computer.

5. The system of claim 1, wherein the voice pathway (150) and the data pathway (152) share a common communications network.

6. The system of claim 1, wherein the voice pathway (150) comprises at least one of a packet switched network and a circuit switched network.

7. The system of claim 1, wherein the data pathway (152) comprises at least one of a packet switched network and a circuit switched network.

8. The system of claim 1, wherein the data pathway (152) comprises at least one of a short messaging service (SMS) device, an Unstructured Supplementary Services Data (USSD) device, a General Packet Radio System (GPRS) device, and a Unified Mobile Teleconununications System (UMTS) device.

9. The system of claim 1, wherein the MBX server and PBX comprise an integral device.

10. The system of claim 1, wherein the mobile communications device (108) comprises a graphical user interface (202) for controlling at least one of incoming and outgoing calls.

11. The system of claim 1, wherein the parallel voice (150) and data (152) pathways are used to notify a user of the mobile communications device (108) of the existence, and caller identity of, an incoming call received at the PBX (102) from a caller (161 or 162), and wherein the parallel voice and data pathways can be used to instruct the PBX (102) to place an outgoing call from the PBX (102) to a callee (161 or 162), and wherein said incoming call to the PBX (102) or said outgoing call from the PBX (102) is switched into a common call within the PBX (102), which also includes the voice connection between the PBX (102) and the mobile communications device (108).

12. The system of claim 11, wherein the incoming call is destined for a PBX-connected telephone (160) that is assigned for use by a person using the mobile communications device (108).

13. The system of claim 11, wherein a call initiated at the mobile communications device (108) to a callee (162 or 162) is routed through the PBX (102), wherein at least a portion of the information received from the MBX server (110) is provided by the MBX client (208) on the wireless communication device (108), by means of VDSP
signaling via the data pathway (152) between the MBX client (208) and the MBX
server (110).

14. The system of claim 13, wherein the MBX server (110) and the MBX client (208) cause the call initiated at the mobile communications device (108) to be routed through the PBX (102) such that the call made by the mobile communications device appears to the callee (161 or 162) as being placed from a PBX-connected telephone (160) associated with the mobile communications device (108).

15. The system of claim 11, wherein the MBX client (208) at the mobile communications device (108) can, in conjunction with the MBX server (110), and by means of the data pathway (152), be used to remotely control conference call functionality within the PBX (102), in such a way that a conference call is switched into a common multi-party call within the PBX (102), wherein the conference call includes the original voice connection between the PBX (102) and the mobile communication device (108), wherein the conference call also initially includes the original incoming or outgoing voice connection to/from the PBX (102), and wherein the conference call also includes voice connections between the PBX (102) and other conference participants.

16. The system of claim 15, wherein the conference call functionality comprises a graphical user interface that indicates the participants in the conference call within the PBX (102).

17. The system of claim 15, wherein the conference call functionality comprises adding a new conference call participant to an established call within the PBX
(102) by instructing the PBX (102) to place a call to the new conference call participant from the PBX (102).

18. The system of claim 15, wherein the conference call functionality comprises adding a new incoming call to the PBX as a new conference call participant to the conference call within the PBX (102).

19. The system of claim 15, wherein the conference call functionality comprises causing a conference call participant of the conference call within the PBX
(102) to be dropped from the ongoing conference call.

20. The system of claim 15, wherein the conference call functionality comprises indicating to a user of the mobile communications device (108) (i) how long each participant has been participating in the conference call within the PBX (102) and (ii) whether a participant has been dropped from the conference call within the PBX

(102).

21. A method of extending the functionality of a private branch exchange (PBX) to a mobile communications device, comprising the steps of:

establishing a data pathway between a software server and a software client on a mobile communications device;

establishing a voice pathway between a PBX and the mobile communications device;

sending commands and information signals over the data pathway from the mobile communications device to the software server and from the software server to the mobile communications device;

monitoring the PBX for activity related to a user of the mobile communications device using the software server, the software client, and a computer telephony integration data connection exposed by the PBX;

controlling the PBX from the software server in accordance with the commands received over the data pathway from the software client on the mobile communications device and in accordance with algorithms residing in the MBX
server;

connecting the voice pathway between the PBX and the mobile communications device to a call switched within the PBX, the switched call being an outbound or an inbound voice connection to an internal or external call participant;

combining the voice and data pathways in a Voice Data Synchronization Protocol (VDSP) which is implemented by the software server and the software client; and sending commands and information signals across the data pathway, and using such signals to synchronize the behaviour of the voice pathway at the mobile communications device and at the PBX and thereby allow a user of the mobile communications device to remotely monitor, control and participate in PBX
calls.

22. The method of claim 21, further comprising extending handling of incoming calls to the PBX to the mobile communications device, comprising the steps of:

monitoring the PBX for an incoming first call for a selected telephone number from an internal or an external caller;

causing the PBX to establish a second call from the PBX to the mobile communications device;

sending to the software client on the mobile communications device via the data pathway an indication containing call data including calling line identity information for the incoming first call to the PBX;

combining at the mobile communications device the second call and the information for the incoming call to the PBX received via the data pathway;
and causing the PBX to connect the incoming first call with the second call into a common call within the PBX, wherein the resulting call contains a connection between the mobile communications device and the PBX and another connection between the PBX and the caller, thereby establishing a speech path between the incoming caller and the mobile communications device.

23. The method of claim 22, wherein each of the recited steps occurs automatically.

24. The method of claim 22, further comprising ringing the incoming first call at a PBX-connected telephone associated with the selected telephone number simultaneously with ringing the second call at the mobile communications device.

25. The method of claim 22, further comprising storing calling data with respect to the incoming first call and the second call such that it appears the two calls comprises a single incoming PBX call that was answered by a PBX user.

26. The method of claim 22, further comprising sending a PBX voice message indication to the software client in the mobile communications device when a voice mail indicator on a PBX telephone associated with the mobile communications device has been turned on or off, by sending a corresponding indication from the software server to the software client on the mobile communications device via the data pathway.

27. The method of claim 21, further comprising employing the PBX to route calls from a mobile communications device to an internal or an external callee, comprising the steps of:

sending to the software server from the software client on the mobile communications device, via the data pathway, calling information for contacting the callee;

establishing a first call in any direction between the mobile communications device and the PBX;

causing the PBX to establish a second call between the PBX and the callee based on the calling information; and causing the PBX to connect the first call with the outgoing second call into a common call within the PBX, wherein the resulting call contains a connection between the mobile communications device and the PBX, and another connection between the PBX and the callee, thereby establishing a speech path between the mobile communications device and the callee.

28. The method of claim 27, wherein each of the recited steps occurs automatically.

29. The method of claim 27, further comprising storing calling data with respect to the first call and the second call such that it appears the two calls comprises a single outbound PBX call that was originated by a PBX user.

30. The method of claim 21, further comprising transferring the call to a third party by sending a command from the software client to the software server via the data pathway to cause the software server to instruct the PBX to transfer the call.

31. The method of claim 21, further comprising causing the PBX to add additional connections to an original established call, such that the resulting call switched within the PBX includes the voice pathway between the mobile communications device and the PBX, and also includes voice connections between the PBX and other call participants.

32. The method of claim 31, further comprising adding an incoming caller to the PBX as an additional connection to the original established PBX call, comprising the steps of:

monitoring the PBX for an incoming call for a selected telephone number;
executing at least one of (i) sending to the software client on the mobile communications device via the data pathway an indication of the existence and calling line identity of the incoming call and (ii) placing a second call from the PBX
to the mobile communications device;

sending from the software client to the software server via the data pathway a request to connect the caller of the incoming call to the established call;
and causing the PBX to combine within a common call the incoming call to the PBX with the established call, such that the resulting call includes a single connection between the mobile communications device and the PBX, a connection between the caller and the PBX, and connections between the PBX and the other call participants.

33. The method of claim 21, further comprising adding a new participant into the established call within the PBX, comprising the steps of:

sending from the software client to the software server, via the data pathway, a request, which contains calling information, to add an additional connection to the established call within the PBX;

causing the PBX to place an outgoing call to the new participant; and causing the PBX to combine within a common call the outgoing call from the PBX with the established call, such that the resulting call includes the connection between the mobile communications device and the PBX, a connection between the PBX and the new participant, and connections between the PBX and the other call participants.

34. The method of claim 21, further comprising indicating on the mobile communications device the list of call participants in the PBX call by sending indications from the software server to the software client via the data pathway at least one of (i) how long each connection in a call within the PBX has been established and (ii) whether a connection has been dropped from the PBX call.

35. The method of claim 21, further comprising causing, from the mobile communications device, a connection to be dropped from the call in the PBX, comprising the steps of:

sending a request from the software client to the software server via the data pathway, which includes the identity of the connection to be dropped; and causing the PBX to drop the connection from the call.