Avalara, Inc.

Jayme Fishman

Gregory T Kavounas

Andrew Brandon Chan

In embodiments, an Online Software Platform (OSP) receives a dataset about a relationship instance between a primary entity and a secondary entity. The OSP parses the dataset to identify a certain domain that is associated with the primary entity or the secondary entity. The OSP selects a file template associated with the certain domain, and identifies a requirement mentioned in the selected file template. The OSP selects a digital resource rule responsive to the dataset, and produces a resource by applying the selected digital resource rule to the dataset. The OSP prepares, from the selected file template, a digital exhibit that is arranged to report the resource as answering the identified requirement. The OSP then sends to another device a notification that includes an access indicator adapted to facilitate viewing the digital exhibit.

Online service provider (OSP) producing resource for relationship instance, preparing digital exhibit that reports the resource, storing it, inputting access indicator about it, and sending the access indicator

In embodiments, a computer system of a primary entity receives from a secondary entity a first communication about a relationship instance between the primary entity and the secondary entity, and transmits to an Online Service Provider (OSP) a second communication with a dataset. The dataset has dataset parameters about the relationship instance. The second communication causes the OSP to select a file template per the dataset, to produce a resource for the dataset, and to prepare a digital exhibit that is arranged to report the resource as answering the identified requirement. The OSP then transmits to the computer system a third communication that includes an access indicator adapted to facilitate viewing the digital exhibit. Upon receiving the third communication, the computer system transmits a fourth communication to the device of the secondary entity, the fourth communication including the access indicator.

Primary entity requesting from online service provider (OSP) to produce a resource and to prepare a digital exhibit that reports the resource, receiving from the OSP an access indicator that leads to the digital exhibit, and sending the access indicator to secondary entity

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Boxford, MA, United States of America

Jayme Fishman