# US 7,613,290 B2 · Recording using proxy servers

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- Number: US 7,613,290 B2
- Document ID: US7613290B2
- Status: Granted
- Kind: B2
- Application number: 11/540,086
- Filed: 2006-09-29
- Published: 2008-04-03
- Granted: 2009-11-03
- Earliest claimed: 2006-09-29
- Assignees: Verint Americas Inc.
- Inventors: Jamie Richard Williams; Marc Calahan; Thomas Z. Dong
- Web page: https://patentgrep.com/patent/US7613290B2

## CPC

- H04L 67/563: Data redirection of data network streams
- H04L 67/564: Enhancement of application control based on intercepted application data
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

Systems and methods for recording a communication session between a customer and an agent of a customer center communication system are provided. In this regard, a representative method comprises: communicating with the customer center communication system via a proxy server; determining whether to record a media stream associated with the communication session based on communication between the customer center communication system and the proxy server; and responsive to determining that the media stream is to be recorded, recording the media stream from the communication session.

## Claims

### Claim 1

A method for recording a communication session of a customer center communication system between a customer and an agent, comprising the steps of:
communicating with a customer center communication system via a proxy server;
determining whether to record a media stream associated with a communication session based on the communication between the customer center communication system and the proxy server;
responsive to determining that the media stream is to be recorded, transmitting instructions to the customer center communication system to duplicate the media stream and transmitting the duplicated media stream to the proxy server, which transmits the duplicated media stream to a recording system; and
receiving and recording the duplicated media stream associated with the communication session.

### Claim 2 (depends on 1)

The method as defined in claim 1, further comprising communicating with a third party system via the proxy server, wherein the proxy server allows for request for connection, to file or other resources located on other third party system or the customer center communication system.

### Claim 3 (depends on 1)

The method as defined in claim 1, wherein the proxy server provides resources by connection to a specified server or by serving the resources from cache.

### Claim 4 (depends on 2)

The method as defined in claim 2, wherein the third party system includes a recording component.

### Claim 5 (depends on 2)

The method as defined in claim 2, further comprising providing a secure connection via the proxy server between the third party system and the customer center communication system.

### Claim 6 (depends on 1)

The method as defined in claim 1, further comprising:
storing data in cache of the proxy server; and
delivering the data from the cache of the proxy server to the customer center communication system and a recording system, whereby accelerating communication traffic between the customer center communication system and the recording system.

### Claim 7 (depends on 6)

The method as defined in claim 6, wherein the data includes recording criteria corresponding to the recordation of the media stream.

### Claim 8 (depends on 1)

The method as defined in claim 1, further comprising:
receiving a first media stream and a second media stream associated with the communication session;
associating the first media stream with the second media stream; and transmitting the first media stream and the second media stream to the recording system.

### Claim 9 (depends on 8)

The method as defined in claim 8, wherein associating the first media stream with the second media stream comprises using a unique identification stored in the first media stream and the second media stream, the unique identification corresponding to the communication session, wherein the recording system stitches the first media stream and the second media stream together as a single stream using the unique identification and records the single stream.

### Claim 10 (depends on 8)

The method as defined in claim 8, wherein recording the media stream comprises recording the first media stream and the second media stream to first and second recording subsystems of the recording system, respectively, wherein the first and second recording subsystems are operative to provide the first media stream and the second media stream, respectively, to be stitched as a single stream.

### Claim 11 (depends on 8)

The method as defined in claim 8, further comprising:
receiving the first media stream and the second media stream by one of an archival device and a replay device; and
stitching the first media stream and the second media stream together at one of the archival device and the replay device.

### Claim 12 (depends on 1)

The method as defined in claim 1, wherein transmitting the duplicated media stream to the recording system comprises transmitting the duplicated media stream to a recording subsystem of the recording system.

### Claim 13 (depends on 1)

The method as defined in claim 1, further comprising communicating with a first recording subsystem and a second recording subsystem of the recording system by the proxy server, the proxy server being operative to communicate with the first recording subsystem for recording the media stream if the second recording subsystem fails to communicate with the proxy server.

### Claim 14 (depends on 13)

The method as defined in claim 13, wherein the first recording subsystem is operative to perform both active recording and passive sniffing.

### Claim 15 (depends on 1)

The method as defined in claim 1, further comprising communicating with multiple proxy servers using a link protector, the multiple proxy servers communicating with multiple recording subsystems of the recording system, the link protector being operative to pass network traffic to a primary proxy server of the multiple proxy servers, such that upon having detected that connection between the primary proxy server and the link protector is down, the link protector is operative to pass the network traffic to a backup proxy server of the multiple proxy servers.

### Claim 16 (depends on 15)

The method as defined in claim 15, further comprising configuring the multiple proxy servers with different Internet protocol (IP) addresses but the same domain name system (DNS) name.

### Claim 17 (depends on 15)

The method as defined in claim 15, further comprising configuring a primary proxy server and multiple secondary proxy servers in the customer center communication system.

### Claim 18 (depends on 1)

The method as defined in claim 1, further comprising:
encrypting the media stream; and
receiving the encrypted media stream;
decrypting the encrypted media stream; and
recording the decrypted media stream.

### Claim 19 (depends on 18)

The method as defined in claim 18, further comprising receiving electronic keys for decrypting the encrypted media stream.

### Claim 20 (depends on 19)

The method as defined in claim 19, further comprising forwarding the electronic keys to a recording system, the recording system being operative to decrypt the encrypted media stream using the electronic keys.

### Claim 21 (depends on 19)

The method as defined in claim 19, further comprising directing the customer center communication system to send the encrypted media stream to the proxy server, the proxy server being operative to decrypt the encrypted media stream using the electronic keys.

### Claim 22 (depends on 19)

The method as defined in claim 19, further comprising delivering the electronic keys using a secure connection, the secure connection being achieved via a secure version of call control protocols, the protocols including one of a secure session initiation protocol (SIP) using transport layer security (TLS) and a secure computer-telephone integration (CTI) link.

### Claim 23 (depends on 1)

The method of claim 1, further comprising:
planning at least one campaign to implement the goals;
scheduling and deploying a workforce in accordance with the campaign to produce a plurality of agent-customer interactions;
measuring performance of an agent on at least a portion of the agent-customer interactions to produce a set of quality metrics for the agent;
analyzing the quality metrics to produce a rating of the measured interactions;
combining at least a portion of quality metrics to produce performance indicators; and
using the performance indicators in the planning step of a second campaign or another iteration of the at least one campaign.

### Claim 24

A system for recording a communication session of a customer center communication system between a customer and an agent, comprising:
a customer center communication system having a communication device, the communication device being operative to transmit a media stream associated with a communication session between a customer and an agent;
a proxy server being operative to communicate with the customer center communication system to determine whether to record the media stream of the communication session; and
a recording system being operative to communicate with the proxy server and the customer center communication system, wherein responsive to determining that the media stream is to be recorded, the proxy server transmits instructions to the customer center communication system to duplicate the media stream and transmit the duplicated media stream to the recording system, the recording system being further operative to record the duplicated media stream.

### Claim 25 (depends on 24)

The system as defined in claim 24, wherein the proxy server communicates with a third party system, wherein the proxy server allows for request for connection, to file or other resources located on other third party system or the customer center communication system.

### Claim 26 (depends on 24)

The system as defined in claim 24, wherein the proxy server provides resources by connection to a specified server or by serving the resources from cache.

### Claim 27 (depends on 25)

The system as defined in claim 25, wherein the third party system includes a recording component.

### Claim 28 (depends on 25)

The system as defined in claim 25, wherein the proxy server provides a secure connection between the third party system and the customer center communication system.

### Claim 29 (depends on 24)

The system as defined in claim 24, wherein the proxy server saves data in cache of the proxy server, the proxy server being operative to deliver the data from the cache to the customer center communication system and the recording system.

### Claim 30 (depends on 29)

The system as defined in claim 29, wherein the data includes recording criteria corresponding to the recordation of the media stream.

### Claim 31 (depends on 24)

The system as defined in claim 24, wherein the proxy server is further operative to do the following:
receive a first media stream and a second media stream of the communication session,
associate the first media stream with the second media stream, and
transmit the first media stream and the second media stream to the recording system.

### Claim 32 (depends on 31)

The system as defined in claim 31, wherein the proxy server associates the first media stream with the second media stream by using a unique identification stored in the first media stream and the second media stream, the unique identification corresponding to the communication session.

### Claim 33 (depends on 32)

The system as defined in claim 32, wherein the customer center communication system stores the unique identification in the header of the first media stream and the second media stream.

### Claim 34 (depends on 24)

The system as defined in claim 24, wherein the customer center communication system is further operative to transmit the duplicated media stream to the proxy server, which relays the duplicated media stream to a recording subsystem of the recording system.

### Claim 35 (depends on 24)

The system as defined in claim 24, wherein the customer center communication system is further operative to transmit the duplicated media stream to a recording subsystem of the recording system.

### Claim 36 (depends on 31)

The system as defined in claim 31, wherein the recording system is further operative to record the media stream and the second media stream as a single stream.

### Claim 37 (depends on 31)

The system as defined in claim 31, wherein information to associate the first media stream with the second media stream is transmitted to the recording system via a call control protocol or a computer telephony integration (CTI) link, the call control protocol including one of a session initiation protocol (SIP) and H323.

### Claim 38 (depends on 24)

The system as defined in claim 24, wherein the recording system includes a first recording subsystem and a second subsystem, both the first and second recording subsystems being operative to communicate with the proxy server, the proxy server being operative to communicate with the first recording system for recording the media stream if the second recording system fails to communicate with the proxy server.

### Claim 39 (depends on 38)

The system as defined in claim 38, wherein the first recording subsystem is operative to perform both active recording and passive sniffing.

### Claim 40 (depends on 24)

The system as defined in claim 24, further comprising multiple proxy servers being operative to communicate with a link protector and multiple recording subsystems of the recording system, the link protector being operative to pass network traffic to a primary proxy server of the multiple proxy servers, upon having detected that connection between the primary proxy server and the link protector is down, the link protector being operative to pass the network traffic to a backup proxy server of the multiple proxy servers.

### Claim 41 (depends on 40)

The system as defined in claim 40, wherein the multiple proxy servers are configured with different Internet protocol (IP) addresses but the same DNS name.

### Claim 42 (depends on 40)

The system as defined in claim 40, wherein the multiple proxy servers having a primary and multiple secondary proxy servers in the customer center communication system.

### Claim 43 (depends on 24)

The system as defined in claim 24, wherein the customer center communication system encrypts the media stream.

### Claim 44 (depends on 43)

The system as defined in claim 43, wherein the proxy server receives electronic keys for decrypting the encrypted media stream.

### Claim 45 (depends on 44)

The system as defined in claim 44, wherein the proxy server is operative to forward the electronic keys to the recording system, the recording system being operative to decrypt the encrypted media stream using the electronic keys.

### Claim 46 (depends on 44)

The system as defined in claim 44, wherein the proxy server is operative to direct the customer center communication system to send the encrypted media stream to the proxy server, the proxy server being operative to decrypt the encrypted media stream using the electronic keys.

### Claim 47 (depends on 24)

The system of claim 24, further comprising:
a workforce manager comprising a scheduler; and
a quality monitor configured to provide, to the scheduler, at least one quality goal for a work period and at least one agent quality score,
wherein the scheduler is configured to produce a workforce schedule comprising agent assignments to work activities,
wherein the workforce schedule is based at least in part on the at least one quality goal and the at least one agent quality score.

### Claim 48 (depends on 47)

The system of claim 47, further comprising a lesson assignment component configured to receive at least one indicator of performance of an agent, and further configured to assign a lesson to the agent based on the at least one indicator.

### Claim 49

A system for recording a communication session between a customer and an agent, comprising:
a proxy server being operative to communicate with a customer center communication system to determine whether to record a media stream associated with a communication session, the proxy server being further operative to transmit instructions to the customer center communication system to duplicate the media stream and transmit the duplicated media stream over a network; and
a recording system being operative to communicate with the proxy server and the customer center communication system, the recording system being operative to receive the duplicated media stream over the network and record the duplicated media stream.
