Avalara, Inc.

Naveen Kumar Agrawal

Marshal Kushniruk

Gregory T Kavounas

Aaron David Wilson

Nikki Nash

Stefan Kim

Mark Wilhelm

Scott Seely

Mark Janzen

Denis Gulsen

Thomas Goldschmidt

Bilkay Rose

Tracy Barney

Yvonne Seidl

Mark D Bertoglio

Michael J Maselli

Nandan Rao

Phillip Tsui

Daniel Allen Forsch

Heidi Genest

Indira Perdomo Cabrera

Erik Van Der Hoeven

Renai Bell

Nichol A MacDonald

Albert Michael Boulus

Henry Nove

Meir Lowy

Samantha Chan

Gavin Whyte

Abraham Brach

In embodiments, in processes that can be repeated numerous times, relationship instance data is inputted, of relationship instances between primary entities and secondary entities. For a relationship instance, an outbound dataset is constructed that has dataset parameters with respective dataset values. One of the dataset values characterizes an attribute of one of the entities, and another encodes a base value for the relationship instance data. The outbound dataset is transmitted across a network to an Online Software Platform (OSP) computer system. The OSP computer system produces, according to digital rules, two or more resources for the dataset, and an inbound dataset is returned with the results, for forwarding to an output device. Handling settings are also inputted by a UI. Depending on the handling settings, one of the resources is added, or not, to the base value for a user as part of forwarded results.

Producing resources according to handling settings for selectively adding resources produced by online software platform (OSP)

A method performed by a computer system for providing a digital document organizer service is disclosed. The method includes generating a digital document organizer for a user of an online software platform, adding at least a digital document to the digital document organizer, wherein the digital document represents a certification issued by a certifying authority, generating metadata associated with the digital document based on analyzing the digital document, storing metadata associated with the digital document, receiving, over a network, a request by the user to view the digital document, retrieving the digital document from a database in response to receiving a request to view the digital document, and transmitting the digital document and the metadata associated with the digital document to a device operated by the user as a response to the request to view the document.

Digital document organizer service

Some embodiments of the present disclosure may relate generally to software-based service platforms and graphical user interface (GUI) architectures for determining and presenting rule-based conclusions, along with explanations identifying the factor or factors influencing the conclusions. Other embodiments may be disclosed and/or claimed.

Software service platform and graphical user interface (GUI) for determining and presenting rule-based conclusions

In embodiments, a method for an Online Software Platform (OSP) computer system includes receiving datasets having dataset values that represent relationship instance data of relationship instances between a client primary entity and other secondary entities, selecting digital rules responsive to these dataset values, producing resources for the datasets by applying the selected digital rules to the dataset values, deriving a total value of the produced resources, generating a report document that mentions at least the derived the total value, and preparing an instantiation that enables viewing a data record that substantiates the derived total value. The method may further include making this instantiation available for viewing to a domain entity that has access to the report document and wants to confirm the derived total value.

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

In embodiments, computer systems, computer-readable media, and methods perform operations such as deliver, on behalf of a primary entity, data reports to domains. However, before delivering, they check to see if such a data report has already taken delivered, perhaps inadvertently, in case the primary entity had given duplicative instructions for the delivery. The checking can start either directly with a domain online space of the domain itself, or by exploring a partner online space of a partner entity. In each case, the primary entity provides credentials for access to an online space, and of course permission. Access to the online space is accomplished via the credentials, an inquiry is transmitted to the online space, and inquiry results are received in response to the transmitted inquiry. The inquiry results are analyzed and, if it is determined that such a delivery has taken place, the primary entity is notified.

Online software platform (OSP) checking domain for prior actions of delivering data to domain on behalf of primary entity, to prevent inadvertent duplication of such delivering action

An online software platform (OSP) classifies challenges to digital rules into buckets according to respective challenged digital rules that were applied to produce respective challenged resources. The OSP computes respective statistics for the buckets. Each bucket may have a corresponding statistic associated with the bucket based on a current total number of challenges that have been classified into that bucket. The OSP ranks the buckets according to the respective statistics of the buckets. The OSP may correct, based on the ranking of the buckets, the respective challenged stored digital rule of the selected bucket without yet correcting the respective challenged digital rule of at least one of the other buckets. This correction is stored and included in digital rules to be used to produce resources going forward.

Online software platform (OSP) accessing digital rules updated based on client inputs

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.

In embodiments, diagnostics are electronically determined and provided as to why historical resource values differ from resource values determined according to more-trusted ways. Historical relationship instance data regarding a plurality of historical relationship instances between a primary entity and a plurality of secondary entities are received along with a plurality of historical resource values, in which each historical relationship instance of the plurality of historical relationship instances is associated with a respective historical resource value of the plurality of historical resource values. The system produces a respective trusted resource values based on the respective historical relationship instance. Based on differences between the respective trusted resource value and the respective historical resource value associated with the dataset, the system outputs one or more diagnostic comments associated with the detected difference.

Providing diagnostics regarding differences between trusted resource values and historical resource values

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Bellevue, WA, United States of America

Naveen Kumar Agrawal