System and method for multi-tiered rule filtering

• US 7,027,463 B2
• Filed: 07/12/2004
• Issued: 04/11/2006
• Est. Priority Date: 07/11/2003
• Status: Active Grant

• Current Assignee: Catalystweb LLC
• Original Assignee: Sonolink Communications Systems LLC
• Inventors: Mathew, Boban, John, Thomas, Evans, Dagny
• Primary Examiner(s): QURESHI, AFSAR M
• Application Number:
  US10/889,992
• Publication Number:
  US 20050063365A1
• Time in Patent Office: 638 Days
• Field of Search: 370/352, 370/401, 370/463, 370/468, 370/522, 370/395.32, 379/114.14, 379/196, 379/199, 379/200, 379/219, 379/220.01, 709/223, 709/224, 709/225, 709/226
• US Class Current: 370/463
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: H04L 51/212 using filtering or selective blocking

Abstract

A system is described for processing messages and calls comprising: a plurality of filtering modules to apply a corresponding plurality of rule sets in succession to filter incoming and/or outgoing electronic messages and to apply the highest priority rule from among a plurality of rule sets to calls; and a pre-inbox for temporarily storing the calls and/or electronic messages as each of the plurality of rule sets are applied, the calls and/or electronic messages being removed from the pre-inbox and disposed of only after each of the plurality of rule sets have been applied to the calls and/or electronic messages.

Claims

1. A system for processing messages and calls comprising:

a plurality of filtering modules to apply a corresponding plurality of rule sets in succession to filter incoming and/or outgoing electronic messages and/or to apply the highest priority rule from among a plurality of rule sets to calls;

a pre-inbox to temporarily store the calls and/or electronic messages as each of the plurality of rule sets are applied, the calls and/or electronic messages being removed from the pre-inbox and disposed of only after each of the plurality of rule sets have been applied to the calls and/or electronic messages and

a graphical user interface (“

GUI”

) to provide an option for the end user to specify whether a first rule of one of the filtering modules which conflicts with a second rule of another of the filtering modules should be applied, wherein the conflict between the first rule and the second rule comprises the same action to be applied to the message.

2. The system as in claim 1 wherein a first of the filtering modules for filtering calls and/or electronic messages comprises a system-level filtering module to filter calls and/or electronic messages based on settings provided by a network administrator at the system level.

3. The system as in claim 2 wherein a second of the filtering modules for filtering calls and/or electronic messages comprises a user-specified rule filtering module to filter calls and/or electronic messages based on criteria specified by an end user.

4. The system as in claim 3 wherein a third of the filtering modules for filtering calls and/or electronic messages comprises a default rule filtering module to filter calls and/or electronic messages based on default settings applied to the system.

5. The system as in claim 4 wherein the mode-based filtering module comprises a separate system-level filtering module for calls and for electronic messages, wherein the user-specified filtering module comprises a separate user-specified filtering module for calls and for electronic messages and wherein the default rule filtering module comprises a separate default rule filtering module for calls and for electronic messages.

6. The system as in claim 1 wherein electronic messages include email messages, instant messages, voice messages, faxes, and text messages.

7. The system as in claim 1 wherein calls comprise PSTN telephone calls, voice-over-IP telephone calls, and faxes.

8. The system as in claim 1 further comprising:

an external server to apply an initial set of filtering rules prior to storage or routing of the calls and/or electronic messages in the pre-inbox.

9. The system as in claim 8 wherein the external server comprises a firewall for filtering electronic messages.

10. The system as in claim 9 wherein the firewall implements anti-spam and/or anti-virus filters to incoming electronic messages.

11. The system as in claim 8 wherein the external server comprises a private branch exchange (“

PBX”

) for filtering calls.

12. The system as in claim 1 wherein the GUI comprises additional options allowing the end user to specify whether the first rule should be applied to the original version of the message, or to the version of the message as affected by the second rule.

13. The system as in claim 1 wherein the GUI comprises one or more check boxes for specifying whether the first rule of one of the filtering modules which conflicts with the second rule of another of the filtering modules should be applied.

14. A method for messages and calls comprising:

temporarily storing incoming and/or outgoing calls and/or electronic messages within a pre-inbox;

applying a plurality of rule sets in succession to perform a corresponding plurality of filtering operations on the electronic messages;

applying the highest priority rule from among a plurality of rule sets to calls;

removing the calls and/or electronic messages from the pre-inbox and disposing of the calls and/or electronic messages based on the results of the rule sets only after the last of the rule sets have been applied to electronic messages and after the highest priority rule set has been applied to calls and

wherein the conflict between the first rule and the second rule comprises the same action to be applied to the message, further comprising additional options allowing the end user to specify whether the first rule should be applied to the original version of the message, or to the version of the message as affected by the second rule.

15. The method as in claim 14 wherein a first of the rule sets for filtering calls and/or electronic messages comprises a system-level rule set to filter calls and/or electronic messages based on settings provided by a network administrator at the system level.

16. The method as in claim 15 wherein a second of the rule sets for filtering calls and/or electronic messages comprises a user-specified rule set to filter calls and/or electronic messages based on criteria specified by an end user.

17. The method as in claim 16 wherein a third of the rule sets for filtering calls and/or electronic messages comprises a default rule set to filter calls and/or electronic messages based on default settings applied to the system.

18. The method as in claim 17 wherein the mode-based rule set comprises a separate system-level rule set for calls and for electronic messages, wherein the user-specified rule set comprises a separate user-specified rule set for calls and for electronic messages and wherein the default rule set comprises a separate default rule set for calls and for electronic messages.

19. The method as in claim 14 wherein electronic messages include email messages, instant messages, voice messages, faxes, and text messages.

20. The method as in claim 14 wherein calls comprise PSTN telephone calls, voice-over-IP telephone calls, and faxes.

21. The method as in claim 14 further comprising applying an initial set of filtering rules within an initial rule set prior to routing of the calls and/or storage of electronic messages in the pre-inbox.

22. The method as in claim 21 wherein the initial rule set comprises anti-spam and/or anti-virus rules to filter incoming electronic messages.

23. The method as in claim 21 wherein the initial rule set comprises a private branch exchange (“

PBX”

) for filtering calls.

24. The method as in claim 14 comprising providing an option for the end user to specify whether a first rule of one of the rule sets which conflicts with a second rule of another of the rule sets should be applied.

25. An article of manufacture including program code which, when executed by a machine, causes the machine to perform the operations of:

temporarily storing incoming and/or outgoing calls and/or electronic messages within a pre-inbox;

applying a plurality of rule sets in succession to perform a corresponding plurality of filtering operations on electronic messages or applying the highest priority rule from among a plurality of rule sets to calls;

removing the calls and/or electronic messages from the pre-inbox and disposing of the calls and/or electronic messages based on the results of the rule sets only after the last of the message rule sets and the highest-priority call rule set have been applied and

wherein the conflict between the first rule and the second rule comprises the same action to be applied to the message, comprising providing the end user with additional options allowing the end user to specify whether the first rule should be applied to the original version of the message, or to the version of the message as affected by the second rule.

26. The article of manufacture as in claim 25 wherein a first of the rule sets for filtering calls and/or electronic messages comprises a system-level rule set to filter calls and/or electronic messages based on settings provided by a network administrator at the system level.

27. The article of manufacture as in claim 26 wherein a second of the rule sets for filtering calls and/or electronic messages comprises a user-specified rule set to filter calls and/or electronic messages based on criteria specified by an end user.

28. The article of manufacture as in claim 27 wherein a third of the rule sets for filtering calls and/or electronic messages comprises a default rule set to filter calls and/or electronic messages based on default settings applied to the system.

29. The article of manufacture as in claim 28 wherein the mode-based rule set comprises a separate system-level rule set for calls and for electronic messages, wherein the user-specified rule set comprises a separate user-specified rule set for calls and for electronic messages and wherein the default rule set comprises a separate default rule set for calls and for electronic messages.

30. The article of manufacture as in claim 25 wherein electronic messages include email messages, instant messages, voice messages, faxes, and text messages.

31. The article of manufacture as in claim 25 wherein calls comprise PSTN telephone calls, voice-over-IP telephone calls, and faxes.

32. The article of manufacture as in claim 25 comprising additional program code to apply an initial set of filtering rules within an initial rule set prior to routing of the calls and/or storage of electronic messages in the pre-inbox.

33. The article of manufacture as in claim 32 wherein the initial rule set comprises anti-spam and/or anti-virus rules to filter incoming electronic messages.

34. The article of manufacture as in claim 32 wherein the initial rule set comprises a private branch exchange (“

PBX”

) for filtering calls.

35. The article of manufacture as in claim 34 comprising additional program code to provide an option for the end user to specify whether a first rule of one of the rule sets which conflicts with a second rule of another of the rule sets should be applied.

36. A system for processing messages and calls comprising:

a system-level filtering module to apply a system-level rule set to filter incoming and/or outgoing electronic messages and/or calls, the system-level rule set configurable by a network administrator; and

a client-level filtering module to apply a client-level rule set to filter incoming and/or outgoing electronic messages and/or calls, the client-level rule set configurable by an end user;

a temporary storage area to temporarily store the calls and/or electronic messages as each of the plurality of rule sets are applied certain specified rules of the system-level rule set and the client-level rule set and

a message server filtering module to perform a first set of filtering operations on electronic messages prior to filtering by the system-level filtering module, wherein the client-level filtering module comprises a mode-based filtering module to filter calls and/or electronic messages based on a current mode in which the system is operating, wherein the client-level filtering module comprises a user-specified rule filtering module to filter calls and/or electronic messages based on advanced criteria specified by an end user.

37. The system as in claim 36 further comprising:

a private branch exchange (PBX) filtering module to perform a first set of filtering operations on calls prior to filtering by the system-level filtering module.

38. The system as in claim 36 further comprising:

a default rule filtering module to filter calls and/or electronic messages based on default settings applied to the system.

39. The system as in claim 36 wherein the client-level filtering module comprises a separate client-level filtering module for calls and for electronic messages.