Avalara, Inc.

Stefan Kim

Nikki Nash

Gregory T Kavounas

Naveen Kumar Agrawal

Marshal Kushniruk

Robert Erdman

Tim Diekmann

Aaron Lee Robles

Mark Alan Withers

Scott Seely

Angela Bartz

Mac Turner

A specialized service engine receives data from an entity located in one domain about transactions performed by the entity with other entities from another domain. The service engine determines if the entity must follow the rules regarding selected resources in the other domain. The service engine then determines which of the rules established by the other domain the entity must follow. The service engine then determines and communicates to another computer of the entity the burden of complying with the rules of the other domain. The service engine then further computes the cost of the burden, and communicates the computed cost to the other computer.

Compliance burden determination for an entity having established nexus with one or more domains

A particular option selection may be provided by an online service platform (OSP) to a client regarding one or more predefined services that the OSP can be configured to perform. These may include automatic activities option selection(s) that may trigger the OSP to automatically start one or more activities upon one or more thresholds being crossed. The OSP may apply digital rules to the dataset(s) of the client to determine whether or not to automatically start or stop activities, including producing respective resources, upon a threshold being crossed, to determine a requested resource and then push, send, or otherwise cause to be transmitted a notification regarding the produced resource or other activities.

Automatically starting activities upon crossing threshold

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

A service engine determines that an entity meets a first nexus establishment condition for a first domain and a second nexus establishment condition for a second domain. The service engine then computes a first selected resource for the first domain and a second selected resource for the second domain. When the service engine determines that the entity no longer meets the second nexus establishment condition for the second domain, the service engine determines a nexus-ending date for the second domain. Prior to the nexus-ending date being satisfied, the service engine continues to compute the first selected resource for the first domain and the second selected resource for the second domain. In response to the nexus-ending date being satisfied, the service engine computes the first selected resource for the first domain but does not compute the second selected resource for the second domain.

Disestablishing entity's selected resource computation in response to loss of nexus establishment condition for selected domain

An online software platform (OSP) electronically receives a selection of a workflow framework of a plurality of workflow frameworks. Each workflow framework includes a configuration to embed software-as-a-service (SaaS) functionality provided by the OSP into an application that uses the SaaS functionality. The OSP electronically provides services for determining respective resources for individual relationship instances between different entities. In response to receiving the selection, the OSP causes a remote system that hosts the application to implement the selected workflow framework. This is performed by transmitting a software package to the remote system, in which the software package exposes a set of pre-defined integration points with the SaaS provided by the OSP to provision the steps in one or more of the workflows of the selected workflow framework or defines a specific set of requests and responses with the SaaS provided by the OSP.

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Maple Valley, WA, United States of America

Stefan Kim