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United States Patent Application |
20080298253
|
Kind Code
|
A1
|
Walker; Martin
;   et al.
|
December 4, 2008
|
Managing Recordings of Communications Sessions
Abstract
A device for recording the content of live communications sessions
allocates each session with a unique identifier which is also
communicated to a server, exchange, switch or endpoint having control of
that session. A log of events occurring in the session is updated with
the unique identifier of the recorded content, and following the session,
the log of events is communicated to the recording device, indexed under
the unique identifier, and stored with the recorded content of the
session itself
Inventors: |
Walker; Martin; (Rosmuc, IE)
; Costello; John; (Claregalway, IE)
; Murray; David; (Galway, IE)
|
Correspondence Address:
|
BARNES & THORNBURG LLP
P.O. BOX 2786
CHICAGO
IL
60690-2786
US
|
Assignee: |
Nortel Networks Limited
St. Laurent
CA
|
Serial No.:
|
755198 |
Series Code:
|
11
|
Filed:
|
May 30, 2007 |
Current U.S. Class: |
370/241 |
Class at Publication: |
370/241 |
International Class: |
H04L 12/26 20060101 H04L012/26 |
Claims
1. A method of recording a live communications session, comprising the
steps of:(a) monitoring the communications session for predefined events
relating to the routing and progress of said session;(b) maintaining an
events data record of the occurrence of said events;(c) recording the
content of said session with a content recording device;(d) upon a
predetermined termination event, forwarding said events data record to
the content recording device; and(e) storing said events data record at
said content recording device with an identification of the recorded
session content to which the events data record relates.
2. A method as claimed in claim 1, wherein one or more of steps (a), (b)
and (d) are carried out by an item of equipment having control of the
communications session.
3. A method as claimed in claim 2, wherein said communications session is
a voice or video call and said item of equipment is an exchange
controlling the routing of said call to an endpoint connected to said
exchange.
4. A method as claimed in claim 2, wherein said communications session is
a voice or video call and said item of equipment is an endpoint
participating in said call.
5. A method as claimed in claim 1, wherein said communications session
involves a contact center and wherein said steps (a) to (e) are carried
out in items of equipment associated with the contact center.
6. A method as claimed in claim 1, further comprising the steps assigning
to said recorded content a unique identifier, and adding said unique
identifier to said events data record.
7. A method as claimed in claim 1, wherein said predetermined termination
event is the termination of said communications session.
8. A method as claimed in claim 1, wherein said predetermined termination
event is the receipt of a signal to forward said events data record.
9. A method as claimed in claim 1, wherein said communications session
continues following said predetermined termination event, and wherein
steps (a) to (e) are repeated one or more times while the session remains
in progress.
10. A method as claimed in claim 1, wherein said predetermined termination
event is the transfer of the session from a first controlling apparatus
to a second controlling apparatus, and wherein, following said transfer,
the second controlling apparatus carries out steps (a), (b) and (d).
11. A method as claimed in claim 10, wherein said content recording device
continues to record the content of the session as a single session before
and after the transfer.
12. A method as claimed in claim 10, wherein said content recording device
records the content of the transferred session as a new record after the
transfer.
13. A method as claimed in claim 12, wherein the recorded content relating
to the session before and after the transfer, and the data events records
from the first and second controlling apparatuses, are all stored in the
content recording device such that they are identified as relating to a
single session.
14. A computer program product comprising instructions which when executed
in a computerized communications system participating in a live
communications session, are effective to cause said system to:(a) monitor
the communications session for predefined events relating to the routing
and progress of said session;(b) maintain an events data record of the
occurrence of said events;(c) record the content of said session with a
content recording device;(d) upon a predetermined termination event,
forward said events data record to the content recording device; and(e)
store said events data record at said content recording device with an
identification of the recorded session content to which the events data
record relates.
15. A communications system for participating in a live communications
session comprising:(a) a content recording device for recording the
content of said session;(b) a communications session events monitor for
monitoring the communications session for predefined events relating to
the routing and progress of said session;(c) an events data record
storage device maintaining an events data record of the occurrence of
said events;(d) a data transfer function associated with said events data
record storage device for forwarding said events data record to the
content recording device upon a predetermined termination event; and(e) a
data management function associated with said content recording device
for storing said events data record at said content recording device with
an identification of the recorded session content to which the events
data record relates.
16. A communications system as claimed in claim 15, wherein said
communications session events monitor monitors the events occurring at a
switch of a contact center with which said system is associated and
wherein said switch controls said communications session.
17. A method of recording a live communications session, comprising the
steps of:(a) maintaining an events data record of switching events
relating to said session in an item of equipment which monitors the
session;(b) recording the content of said session in a content recording
device;(c) assigning to the recorded content in said content recording
device a unique identifier of said recorded content;(d) communicating
said unique identifier from said content recording device to said item of
equipment;(e) adding said unique identifier to said events data record to
thereby provide a direct indexing between the events data record relating
to said session and the recorded content of said session.
18. A computer program product comprising instructions which when executed
in a computerized communications system participating in a live
communications session, are effective to cause said system to:(a)
maintain an events data record of switching events relating to said
session in an item of equipment which monitors the session;(b) record the
content of said session in a content recording device;(c) assign to the
recorded content in said content recording device a unique identifier of
said recorded content;(d) communicate said unique identifier from said
content recording device to said item of equipment;(e) add said unique
identifier to said events data record to thereby provide a direct
indexing between the events data record relating to said session and the
recorded content of said session.
19. A communications system for participating in a live communications
session, comprising:(a) an events data recorder for recording switching
events relating to said session in an item of equipment which monitors
the session;(b) a content recording device for recording the content of
said session;(c) an identifier assignment function for assigning to the
recorded content in said content recording device a unique identifier of
said recorded content;(d) a communications link for communicating said
unique identifier from said content recording device to said item of
equipment;(e) a content manager associated with said events data recorder
for adding said unique identifier to said events data record to thereby
provide a direct indexing between the events data record relating to said
session and the recorded content of said session.
20. A method of recording a live communications session comprising the
steps of:(a) allocating to said communications session an identifier;(b)
recording the content of the session with an indication of said
identifier;(c) communicating said identifier to an item of equipment
logging events occurring in said session;(d) receiving from said item of
equipment a data record of events occurring in said session; and(e)
storing said data record together with said recorded session content with
an indication of said identifier.
21. A computer program product comprising instructions which when executed
in a computerized communications system participating in a live
communications session, are effective to cause said system to:(a)
allocate to said communications session an identifier;(b) record the
content of the session with an indication of said identifier;(c)
communicate said identifier to an item of equipment logging events
occurring in said session;(d) receive from said item of equipment a data
record of events occurring in said session; and(e) store said data record
together with said recorded session content with an indication of said
identifier.
22. A communications system for participating in a live communications
session, comprising:(a) an identifier assignment function for assigning a
session identifier to said communications session;(b) a content recording
device for recording the content of the session with an indication of
said identifier;(c) an item of equipment for logging events occurring in
said session and creating a data record of said events with an indication
of said identifier;(d) a content manager for receiving from said item of
equipment a data record of events occurring in said session and
associating the data record with the recorded session content; and(e) a
data store for storing said data record together with said recorded
session content with an indication of said identifier.
Description
TECHNICAL FIELD
[0001]This invention relates to recordings of communications sessions,
such as telephone and video call recordings, recordings of instant
messaging and chat sessions and so on. The invention has particular
application in the environment of contact centers, but is not limited to
such an environment.
BACKGROUND ART
[0002]It is common practice for contact centers to record all
communications involving their agents. In many industries there is a
regulatory or legal requirement to archive such recordings, and even
without such requirements, it is important for contact centers to retain
accurate records for use in possible litigation or dispute resolution.
Recorded communication sessions are also used to assist in agent training
and evaluation.
[0003]In a typical contact center, a call recording device will be
conferenced into each call as soon as an agent initiates the call (in the
case of outbound calls), or as soon as a call is transferred to an agent
(in the case of inbound calls or calls transferred from another switch
forming part of the contact center organisation). The switch or call
server through which the call is connected conferences in the call
recording device so that the conversation between the customer and the
agent is automatically recorded.
[0004]The call recording device therefore maintains a copy of the
conversation which is time stamped and which may also include some
additional data passed by the switch or call server, such as the
directory number of the participating agent and the dialled number or the
calling line identification of the customer. The switch or call server
does not of course, maintain a copy of the conversation, since that is a
specialised task for a call recording device. Nevertheless, the switch
will typically maintain its own data records for each call, in which it
notes the various events occurring such as call initiation, call
termination, call transfers, on hold events, etc.
[0005]In the event that it is necessary to retrieve the recording of a
call, the usual method is to use the time and date of the call to narrow
down to a set of specific records. If other data, such as the telephone
number of the customer, is provided to the call recording device by the
switch or exchange handling the call, and if this information is stored
along with the actual recording, then this can be used as a searchable
field, as can the agent's directory number and so on. The task becomes
considerably more difficult, however, in networked contact centers which
have been built from equipment supplied by different vendors. In such
cases, the degree of integration between the individual switches and call
services is lower, and often only minimal data is passed to the call
recording device. In such cases the call record at the call recording
device is identifiable only by the time stamp information. There is, of
course, no guarantee that the time stamp is accurate or that the clock in
one piece of equipment is synchronized with the other pieces of
equipment.
[0006]Even when the correct recording has been identified (and this
normally involves listening to a number of candidate recordings to
manually identify the correct one), this is usually not sufficient proof
in cases where there is a dispute involving litigation. In such cases, it
is imperative that an evidentiary chain can be provided to the court
which positively identifies the call recording by matching it with the
call switching events as recorded on the call servers, switches,
exchanges or terminals of the contact center, since it is these events
which are most objective and which can be directly matched against public
records such as those maintained by the telephone networks.
[0007]This matching task is again made more difficult if the records of
one or more of the items of equipment are incomplete or if only minimal
information is passed between the various participating items of
equipment, particularly in cases of multi-vendor solutions. In cases
where the call recording device records are limited to a couple of time
stamps, there may be insufficient data to match against the more
extensive records maintained by the switch, especially if there is a
mismatch between the respective clocks.
[0008]While the discussion thus far has been centred on the recording of
voice calls in a contact center, it will be apparent that similar
problems will arise in recording other types of communications sessions,
including recording video calls, chat sessions and instant messaging
sessions. Also, while the problems described have been in relation to a
contact center, where there is currently the greatest need for a solution
to these problems, similar problems will arise when trying to match
communications session events recorded on a server or switch with an
actual recording of a session on another device.
DISCLOSURE OF THE INVENTION
[0009]The invention provides a method of recording a live communications
session, which includes the following steps: [0010](a) monitoring the
session for predefined events relating to the routing and progress of the
session; [0011](b) maintaining an events data record which records the
occurrence of those events; [0012](c) recording the content of the
session with a content recording device; [0013](d) upon a predetermined
termination event, forwarding the events data record to the content
recording device; and [0014](e) storing the events data record at the
content recording device with an identification of the recorded session
content to which the events data record relates.
[0015]By communicating that events data record to the recording device so
it will be stored together with the recorded content itself, the problem
of finding a match between the switching events recorded for a session
and the content which is remotely recorded elsewhere is overcome.
[0016]Preferably, one or more of steps (a), (b) and (d) are carried out by
an item of equipment having control of the communications session.
[0017]More preferably, the communications session is a voice or video call
and the item of equipment is an exchange controlling the routing of the
call to an endpoint connected to the exchange.
[0018]Alternatively, the communications session may be a voice or video
call and the item of equipment may be an endpoint participating in the
call.
[0019]In one important application, the communications session involves a
contact center and the steps (a) to (e) are carried out in items of
equipment associated with the contact center.
[0020]The method preferably also includes the steps of assigning to the
recorded content a unique identifier, and adding the unique identifier to
the events data record.
[0021]One example of a predetermined termination event is the termination
of the communications session.
[0022]Another example of a predetermined termination event is the receipt
of a signal to forward the events data record.
[0023]Preferably, when the communications session continues following the
predetermined termination event, steps (a) to (e) are repeated one or
more times while the session remains in progress.
[0024]When the predetermined termination event is the transfer of the
session from a first controlling apparatus to a second controlling
apparatus, it is preferred that following the transfer, the second
controlling apparatus carries out steps (a), (b) and (d).
[0025]More preferably the content recording device continues to record the
content of the session as a single session before and after the transfer.
[0026]Alternatively, the content recording device records the content of
the transferred session as a new record after the transfer.
[0027]Preferably, the recorded content relating to the session before and
after the transfer, and the data events records from the first and second
controlling apparatuses, are all stored in the content recording device
such that they are identified as relating to a single session.
[0028]The invention also provides in this aspect a computer program
product having instructions for execution in a computerized
communications system participating in a live communications session.
When these instructions are executed, they cause the system to:
[0029](a) monitor the communications session for predefined events
relating to the routing and progress of the session; [0030](b) maintain
an events data record of the occurrence of the events; [0031](c) record
the content of the session with a content recording device; [0032](d)
upon a predetermined termination event, forward the events data record to
the content recording device; and [0033](e) store the events data record
at the content recording device with an identification of the recorded
session content to which the events data record relates.
[0034]The invention also provides a communications system for
participating in a live communications session, the system including:
[0035](a) a content recording device for recording the content of the
session; [0036](b) a communications session events monitor for monitoring
the communications session for predefined events relating to the routing
and progress of the session; [0037](c) an events data record storage
device maintaining an events data record of the occurrence of the events;
[0038](d) a data transfer function associated with the events data record
storage device for forwarding the events data record to the content
recording device upon a predetermined termination event; and [0039](e) a
data management function associated with the content recording device for
storing the events data record at the content recording device with an
identification of the recorded session content to which the events data
record relates.
[0040]The invention provides in another aspect a method of recording a
live communications session, including the steps of: [0041](a)
maintaining an events data record of switching events relating to the
session in an item of equipment which monitors the session; [0042](b)
recording the content of the session in a content recording device;
[0043](c) assigning to the recorded content in the content recording
device a unique identifier of the recorded content; [0044](d)
communicating the unique identifier from the content recording device to
the item of equipment; [0045](e) adding the unique identifier to the
events data record to thereby provide a direct indexing between the
events data record relating to the session and the recorded content of
the session.
[0046]In this way, the events data record can be used to identify the
recorded content or vice versa, all by means of the unique identifier
associated with both records. In other words, the advantages of having
matching records based on information other than simple timestamps is
achieved without actually communicating the events record to the content
recording device following the session.
[0047]This aspect of the invention also provides a computer program
product having instructions which when executed in a computerized
communications system participating in a live communications session, are
effective to cause the system to: [0048](a) maintain an events data
record of switching events relating to the session in an item of
equipment which monitors the session; [0049](b) record the content of the
session in a content recording device; [0050](c) assign to the recorded
content in the content recording device a unique identifier of the
recorded content; [0051](d) communicate the unique identifier from the
content recording device to the item of equipment; [0052](e) add the
unique identifier to the events data record to thereby provide a direct
indexing between the events data record relating to the session and the
recorded content of the session.
[0053]There is also provided a communications system for participating in
a live communications session, comprising: [0054](a) an events data
recorder for recording switching events relating to the session in an
item of equipment which monitors the session; [0055](b) a content
recording device for recording the content of the session; [0056](c) an
identifier assignment function for assigning to the recorded content in
the content recording device a unique identifier of the recorded content;
[0057](d) a communications link for communicating the unique identifier
from the content recording device to the item of equipment; [0058](e) a
content manager associated with the events data recorder for adding the
unique identifier to the events data record to thereby provide a direct
indexing between the events data record relating to the session and the
recorded content of the session.
[0059]In another aspect the invention provides a method of recording a
live communications session including the steps of: [0060](a)
allocating to the communications session an identifier; [0061](b)
recording the content of the session with an indication of the
identifier; [0062](c) communicating the identifier to an item of
equipment logging events occurring in the session; [0063](d) receiving
from the item of equipment a data record of events occurring in the
session; and [0064](e) storing the data record together with the recorded
session content with an indication of the identifier.
[0065]This aspect of the invention allows the use of a separate item of
events logging equipment, which is informed of the session ID which is
used in the content recording device. The log of events is communicated
from the data logger and stored with the recorded session content and the
indication of the identifier. The stored data record and recorded session
content can be stored in the content recorder or in an alternative
archive.
[0066]This aspect of the invention also provides a computer program
product comprising instructions which when executed in a computerized
communications system participating in a live communications session, are
effective to cause the system to: [0067](a) allocate to the
communications session an identifier; [0068](b) record the content of the
session with an indication of the identifier; [0069](c) communicate the
identifier to an item of equipment logging events occurring in the
session; [0070](d) receive from the item of equipment a data record of
events occurring in the session; and [0071](e) store the data record
together with the recorded session content with an indication of the
identifier.
[0072]There is also provided a communications system for participating in
a live communications session, comprising: [0073](a) an identifier
assignment function for assigning a session identifier to the
communications session; [0074](b) a content recording device for
recording the content of the session with an indication of the
identifier; [0075](c) an item of equipment for logging events occurring
in the session and creating a data record of the events with an
indication of the identifier; [0076](d) a content manager for receiving
from the item of equipment a data record of events occurring in the
session and associating the data record with the recorded session
content; and [0077](e) a data store for storing the data record together
with the recorded session content with an indication of the identifier.
BRIEF DESCRIPTION OF THE DRAWINGS
[0078]FIG. 1 is a block diagram of a networked contact center;
[0079]FIG. 2 is a flowchart illustrating a method of recording a
communications session; and
[0080]FIG. 3 is a flowchart illustrating a method of recording a
communications session when the session is transferred.
DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS
[0081]FIG. 1 is a block diagram showing a virtual networked contact center
10 comprising a pair of contact centers 12,14 which co-operate with one
another to provide a seamless contact center as far as third parties are
concerned. The contact center 10 is employed by an organisation for
initiating communications with or for responding to communications from
customers 16,18. The customers may connect to the contact centers 12,14
by means of the public switched telephone network (PSTN) 20, as in the
case of customer 16 who employs a conventional telephone, or they may
connect via the Internet 22 or some other communications network, as in
the case of customer 18 who employs a computer running suitable
communications software such as a Voice over Internet Protocol (VoIP)
telephony software.
[0082]In addition to voice telephony, customers may engage in
communications with the contact center via other live communications
media such as using video calls, instant messaging, chat software and so
on. Customers may furthermore interact with the contact center by means
of communications which are not live (such as emails or bulletin boards)
which are not considered in the scope of this invention. The ensuing
discussion will focus on voice calls but it is to be understood that the
same or equivalent mechanisms could be employed to record other live
communications sessions.
[0083]In addition, it is to be understood that the description which
follows is illustrative of a method of recording live communications
sessions and of apparatuses, systems and programs for the same purpose.
The actual operation of a contact center will be significantly more
complicated and will employ many other systems which are not of relevance
to the invention under discussion and which therefore are omitted for
clarity. It should be appreciated, however, that the contact centers
which are described below can be conventional contact centers in all
respects which are not explicitly discussed.
[0084]Each contact center 12,14 is provided with a respective private
branch exchange 24,26 (also known as a call server or a switch) which
controls the routing of telephony sessions within the contact center and
to and from the PSTN 20 and Internet 22. A number of agents 28,30 are
connected to each contact center PBX for the purposes of engaging in live
communications with customers 16,18 who initiate communication with the
contact center, or to whom the agents initiate contact in the case of
outgoing campaigns. The agents are typically provided with workstations
having telephony capabilities and the workstations may also enable the
agents to conduct instant messaging sessions, video calls, etc. to
suitably equipped customers, with such communications being handled
either by the PBX or by another dedicated server.
[0085]In some cases the agents may be able to make direct connections
bypassing a contact center server, such as with an instant messaging
client. However the workstation in such cases will normally run
monitoring software for monitoring the operation of the instant messaging
client in order to ensure quality control and to handle reporting tasks.
[0086]Each PBX maintains a data archive 32,34 in which it logs events
relating to calls under its control. Typical events logged for each call
will include the receipt of an incoming call, the dialling of an outgoing
call, the placing of a call into an on-hold state, the connection of
automated treatments such as interactive voice response (IVR)
applications 36,38, the connection of a call to an agent workstation, the
termination of a call, the transfer of a call between workstations under
the control of that PBX, and the transfer of a call to an external PBX
such as to the other PBX within the networked contact center. The data
archive will typically also log any relevant directory numbers or
external numbers or addresses associated with parties to the
communications session. Finally, all such events are typically
timestamped. This collection of data is the events data record for each
call, and is stored in the archive, normally for a period of months or
years to ensure accurate record keeping (though it may be backed up,
transferred to another medium, stored offsite, etc.).
[0087]A call recording device 40 communicates with each of the PBXs 24,26
and is provided with a live feed of all calls between a customer and an
agent which arc under the control of the respective PBX. Typically, the
PBX will be programmed to conference in the call recording device as a
silent participant to the call when the agent connects to the customer
(in the case of outgoing calls) or when the customer is connected by the
PBX to the agent (for incoming calls). The call recorder is programmed to
record and archive the conversation to which it has been connected.
[0088]Thus far, the system is a conventional one. The detailed operation
of the PBXs and the call recorder, however, is not conventional and will
now be described with reference to FIG. 2.
[0089]Referring to FIG. 2, when a call is received at the contact center
PBX, step 100, the PBX creates a call record, assigning an identification
reference from an internal database of such references, step 102.
Typically in a contact center, the call is next routed to an interactive
voice response application, or to some other pre-agent treatment, in
order to allocate a skillset, step 104. The fact of this routing to IVR
is noted in the call record or events data record maintained by the PBX,
step 106.
[0090]When the appropriate skillset for the call has been determined, the
call enters a queue for the next available agent with that skillset, step
108. The routing of the call to the queue is similarly noted in the
events data record maintained by PBX, step 106. When an agent becomes
free, that agent is connected to the customer at the other end of the
call, step 110. The allocation of the call to this particular agent is
once again noted by the PBX in its records, step 106.
[0091]The PBX notifies the call recording device of the new agent-customer
session, step 112. This prompts the call recording device to allocate a
unique call recording ID to this session, step 114, and the call
recording device notifies this unique ID to the PBX which updates its own
call record or events date record with this unique ID, step 116. The call
recording device allocates its own identifier uniquely to every new call
recording, and in the case of the described embodiment, the recording
device is handling calls from two PBXs (of course there could be many
more PBXs or call servers connecting to the recording device), so this
ensures that every recording is identified by a unique ID following a
common format, irrespective of the equipment from which the recorded call
originated.(which might be equipment from multiple vendors operating to
various different standards).
[0092]Because the call recording device treats all such sessions equally
and simply allocates every one of the sessions a unique ID, every call
record at each of the switches or exchanges within the contact center is
uniquely indexed against the recording in the call recoding devices. In
cases where the workstations themselves connect directly to the client
(e.g. when running instant messaging clients), they can nevertheless feed
the content of the instant message session to a recording device which
will uniquely identify this recording.
[0093]In step 118, the call recording device is added by the PBX as a
silent conference participant. The content stream of the communications
session is thereby fed to the call recording device which begins to
record this content stream or media stream, step 120. Once again, the
addition of the call recording device as a conference participant is a
routing event which is noted in the events data record maintained by the
PBX, step 106. Recording continues until the call ends, step 122, another
event which is noted in the call record, step 106. When the call ends,
the call recording device stops recording the media stream, step 124. The
call recording device and the PBX then correlate their recorded data as
follows.
[0094]The events data record or call record which has been continually
updated at the PBX with each significant event is stored in an archive at
the PBX where it can be indexed by the unique call recording ID supplied
to it by the call recording device, as well as by the ID allocated by the
PBX itself, step 126. The PBX furthermore sends a copy of the call record
to the call recording device, step 128. When this call record is received
by the call recording device it is matched against the recording of the
session content and is indexed under the unique ID allocated by the call
recording device, step 130.
[0095]In this way, two aims are achieved. Firstly, the call recording
device contains a complete set of records and there is no necessity to
interrogate the PBX for the events which related to a particular call
recording session. Secondly, and perhaps more importantly, the events
data record or call record which was generated by the PBX is associated
in real time with the actual recorded content and is indexed using a
unique identifier from the call recording device. Should it be necessary
to try to locate a particular recording beginning with the records stored
by the PBX, then that unique call recording ID is also stored within the
PBX archive to allow immediate retrieval of the corresponding record from
the call recording device.
[0096]FIG. 3 shows a variation on this procedure describing the sequence
when a call which is being recorded in accordance with FIG. 2, is
transferred to another switch or PBX forming part of the same contact
center (i.e. another switch or PBX which is assigned for recording by the
same call recording device).
[0097]At the start of the flowchart of FIG. 3, a call is in progress at a
first PBX (PBX #1), step 150. In accordance with the process described
above in relation to FIG. 2, the call is being recorded at the call
recording device under a unique call recording ID, step 152.
Simultaneously, PBX #1 is maintaining a call record of noteworthy events
relating to the routing and progress of the call, step 154.
[0098]In step 156, a request is made to transfer the call to another PBX,
denoted as PBX #2. This call transfer request may have been made by the
agent handling the call, by one or other of the PBXs, or by some other
contact center entity, such as a supervisor monitoring the call progress.
Appropriate signalling is sent from the first PBX to the second PBX,
which responds indicating that it will accept the transfer, step 158.
[0099]When PBX #2 notifies PBX #1 that it will accept the transfer, the
call record at PBX #1 is updated with this event, step 160. The transfer
of the call is treated by PBX #1 as a termination event as regards its
own record keeping, and therefore it stores or archives its own call
record, step 162, preferably indexing it under the unique call recording
ID assigned by the call recording device. In similar fashion to that
described at the end of the process of FIG. 2, PBX #1 sends a copy of its
call record to the call recording device, step 164, and the call
recording device matches the PBX call record with the recorded content
for that session (thus far). The PBX call record or events data record is
indexed under the unique call recording ID, step 166.
[0100]Depending on the sophistication of signalling between the PBX and
the call recording device, the call recording device may be alerted that
the communications session is being transferred and not terminated
outright. If the call recording device is not alerted to this fact, then
the process will simply terminate (as far as the call recording device is
concerned) and upon transfer to the second PBX, the process would begin
again in accordance with FIG. 2 as a new recording session (from the
viewpoint of the call recording device). Subsequent examination of the
events data record for the first part of the call, before the call
transfer, would however allow ready identification of the second part of
the session following the transfer, allowing the two separate recordings
to be correlated
[0101]However, the embodiment described in FIG. 3 is based on the premise
that the call recording device is made aware that the session is being
transferred rather than terminated. Accordingly, it awaits notification
of the transferred session from PBX #2, step 168.
[0102]Following the acceptance of the transfer by PBX #2 in step 158, the
call is actually transferred to PBX #2 from PBX #1, in step 170. PBX #2
therefore creates a call record with its own ID allocated from its own
database, step 172. The PBX notifies the call recording device of the
transferred session, step 174, and when the call recording device
receives this notification, it responds with the unique call recording ID
(i.e. the same ID which had originally been allocated to this session and
had originally been notified to PBX #1, step 176. Upon notification of
this unique ID, PBX #2 updates its own data events record or call record
with this unique ID, step 178. It should be noted that the data events
record of PBX #2 may already have included this unique call recording
device ID if the signalling between PBX #1 and PBX #2 included that ID as
part of the call transfer mechanism. In such cases, the notification of
the ID and the updating of the record in steps 176 and 178 may be omitted
or may be used simply as a confirmation step.
[0103]Immediately following the call transfer, the call recoding device is
added as a silent conference participant, step 180, and this event is
noted as an update to the call record at PBX #2, step 182. Upon being
added as a conference participant, the call recording device continues to
record the media stream as a continuation of the recorded content for the
session, step 184, so that the entire recording will be a continuous
media stream beginning with the connection of the agent to the customer
at PBX #1, and continuing throughout the transfer and subsequent
connection to an agent at PBX #2. The process then continues as per FIG.
2, with the call recording device continuing to record the media stream,
the session continuing between the customer and an end point at PBX #2,
and with the call record at PBX #2 being continually updated with further
events relating to the progress or routing of the call.
[0104]It is to be noted that the communications between the PBX and the
call recording device may be encrypted in which case the unique recording
ID itself may be passed in encrypted form in steps 114 of FIG. 2 and 176
of FIG. 3. Similarly the passing of the events data record from the PBX
to the call recording device (steps 128 and 164) can be encrypted using
known encryption methods.
[0105]A further variation on the described process can be used where the
call signalling for setup, transfer and termination of the call is
carried out using the Session Initiation Protocol (SIP). As is well known
in the art, SIP is media agnostic and thus can be used for controlling
sessions of various different media types, which makes it particularly
attractive for controlling communications sessions in the environment of
a contact center.
[0106]SIP operates by exchanges of messages, such as an INVITE message
which requests a called party to take a call, or a REFER message which is
used to transfer a session to another party. Each such message complies
with the SIP standard set out in the Internet Engineering Task Force
(IETF) document RFC 3261, and includes various standard fields in a
header which can be used to capture and pass information between the
parties. There is also the option to use custom fields to carry further
information. By employing such fields in the header to carry the unique
identifier, messages passed between the various items of equipment, such
as the call recording device, PBXs and workstations or endpoints, can
inform each such item of the identifier. In the same way, the unique
identifier can be carried forward when a call is being transferred from
one PBX to another, thereby allowing the second PBX to note and store the
unique identifier without having to receive it from the call recording
device directly. The unique identifier is preferably allocated by the
call recording device itself, but a SIP proxy server or indeed any SIP
client might allocate the unique ID according to an agreed scheme, and
this could then be used to index the session in each data storage
location.
[0107]The invention is not limited to the embodiment(s) described herein
but can be amended or modified without departing from the scope of the
present invention.
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