Avalara, Inc.

Heidi Genest

Gregory T Kavounas

Mark Janzen

Naveen Kumar Agrawal

Denis Gulsen

Thomas Goldschmidt

Bilkay Rose

Scott Seely

Tracy Barney

Yvonne Seidl

Erik Van Der Hoeven

In embodiments, an Online Software Platform (OSP) is configured to receive datasets having dataset values that represent relationship instance data of relationship instances between a client primary entity and other secondary entities, select digital rules responsive to these dataset values, produce resources for the datasets by applying the selected digital rules to the dataset values, derive a total value of the produced resources, generate a report document that mentions at least derived the total value, and prepare an instantiation that enables viewing a data record that substantiates the derived total value. The OSP may further make this instantiation available for viewing to a domain entity that has access to the report document and wants to confirm the derived total value. For instance, the OSP may provide an access instruction for viewing the instantiation, or even augment the report document itself with such an access instruction.

Online software platform (OSP) deriving resources, producing report document about them, and creating gallery with data substantiating the report document for viewing by third party

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Sanford, ME, United States of America

Heidi Genest