IEX Corp. v. Blue Pumpkin Software, Inc.

122 F. App'x 458
CourtCourt of Appeals for the Federal Circuit
DecidedFebruary 2, 2005
Docket2004-1068
StatusUnpublished
Cited by2 cases

This text of 122 F. App'x 458 (IEX Corp. v. Blue Pumpkin Software, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Federal Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
IEX Corp. v. Blue Pumpkin Software, Inc., 122 F. App'x 458 (Fed. Cir. 2005).

Opinion

CLEVENGER, Circuit Judge.

Plaintiff-Appellant IEX Corporation (“IEX”) appeals the decision of the United States District Court for the Eastern District of Texas granting summary judgment of noninfringement of U.S. Patent No. 6,044,355 (“the ’355 patent”) in favor of Defendant-Cross Appellant Blue Pumpkin Software, Inc. (“Blue Pumpkin”). See IEX Corp. v. Blue Pumpkin Software, Inc., No. 4:01-CV-16 (E.D.Tex. Oct. 9, 2003) (“Final Judgment”). Blue Pumpkin cross-appeals the district court’s dismissal of Blue Pumpkin’s counterclaims for patent invalidity and unenforceability and for attorney’s fees. It requests that its claims be reinstated and remanded for consideration if the district court’s summary judgment is reversed. Because the district court improperly construed the claims of the patent at issue, we vacate the district court’s *460 summary judgment of noninfringement and remand for further consideration. We also reinstate and remand Blue Pumpkin’s invalidity, unenforceability and attorney’s fees claims.

I

IEX is the holder of the ’355 patent, entitled “Skills-Based Scheduling For Telephone Call Centers.” A telephone call center is a collection of agents, telecommunication equipment, and management software, organized for the sole purpose of handling customer contact through telephone calls. As calls are received, they are identified by an automatic call distributor (“ACD”) according to type (e.g., sales calls, service calls) and are either delivered to a waiting agent or are queued pending agent availability. In a typical “queue/ team” model, agents are divided into teams, with each team handling a particular call type. If the ACD receives a sales call, for example, that call is directed to the sales call team and is either taken immediately by a sales call agent or is queued until one becomes available. Because agents within a particular team are interchangeable for purposes of handling calls, teams are scheduled independently.

Skills-based routing systems depart from the “queue/team” model in that each incoming call is determined to require a particular skill or number of skills (e.g., sales experience, service experience) and is directed by the ACD to an agent with the required skill set. Teams are no longer formed around a specific call type, but are instead comprised of agents having a particular skill set. An agent with both sales and service experience, for example, is not limited to a sales call team or a service call team, but instead may be connected to both sales and service queues. Likewise, an agent with sales and billing experience may be connected to the sales and billing queues. Because various combinations of skill sets can overlap in a skills-based environment, call centers can no longer consider call types in isolation for purposes of scheduling, thus complicating the task of scheduling call center agents for work.

A

The invention of the ’355 patent is designed to simplify the scheduling process within a skills-based environment. The patent claims an iterative approach to “generating agent schedules for a telephone call center operation based on the ‘skill’ profiles of the agent population.” ’355 patent, col. 1, 11. 9-11. A representative diagram from the patent illustrating the claimed iteration is shown below.

*461 [[Image here]]

Id. Pig. 1.

As claimed, the invention generates net staffing data that generally defines the total number of additional agents needed to handle a call type during a particular time interval. See id. col. 5,11. 46-56. The invention also generates skills group availability data, which is a percentage estimate of the number of agents available to handle a call type during a particular time interval. See id. col. 5, 1. 66-col. 6, 1. 8. Using these numbers, the invention utilizes a commercially available “scheduler” to generate an agent work schedule. See id. col. 6,11. 16-28. The invention then runs a call handling simulation on the schedule based on a call distribution algorithm and historic call data. If variables such as the average speed of answer, the number of calls abandoned by the caller and the idle time logged for each agent, fall below predetermined expectations, the invention adjusts the net staffing data and skills group availability data, and uses the modified values to create a new schedule. See id. col. 6, 1. 37-col. 7, 1. 38. The method repeats this iteration until it reaches the desired scheduling results.

B

IEX sued Blue Pumpkin on January 12, 2001, claiming that two Blue Pumpkin products — Director Essential and Director Enterprise 1 — infringed the '355 patent. Two of the claims in suit, and the only two at issue on appeal, are independent claims 1 and 19. They recite:

1. A method, using a computer, of determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular *462 combination of skills, comprising the steps of:
(a) generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement;
(b) generating skills group availability data per call type defining, for each combination of skill group and time interval to be scheduled, an estimate of a percentage of scheduled agents from each skill group that are available to handle a call;
(c) using the net staffing data and the skills group availability data to generate a schedule for each of the plurality of scheduled agents;
(d) running a call handling simulation against the schedule;
(e) adjusting the net staffing data and the skills availability data as a result of the call handling simulation, and
(f) repeating steps (c)-(e) until an output schedule occurs.
19. A computer program product in a computer-readable medium for use in a computer for determining an efficient schedule for a plurality of scheduled agents in a telephone call center, each of the plurality of scheduled agents having a combination of defined skills and wherein the plurality of scheduled agents may be organized into skill groups each including all scheduled agents having a particular combination of skills, the computer program product comprising:
first means for generating net staffing data per call type defining, for each time interval to be scheduled, an estimate of a difference between a given staffing level and a staffing level needed to meet a current call handling requirement;

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Bluebook (online)
122 F. App'x 458, Counsel Stack Legal Research, https://law.counselstack.com/opinion/iex-corp-v-blue-pumpkin-software-inc-cafc-2005.