The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
May. 07, 2024
Filed:
Jun. 14, 2022
Avalara, Inc., Seattle, WA (US);
Bilkay Rose, Seattle, WA (US);
Mark Janzen, Wichita, KS (US);
Naveen Kumar Agrawal, Bellevue, WA (US);
Denis Gulsen, Redwood City, CA (US);
Gregory T. Kavounas, Bellevue, WA (US);
Heidi Genest, Sanford, ME (US);
Erik van der Hoeven, Mercer Island, WA (US);
Tracy Barney, Bainbridge Island, WA (US);
Yvonne Seidl, Renton, WA (US);
Scott Seely, Galesville, WI (US);
Thomas Goldschmidt, Karlsdorf-Neuthard, DE;
Avalara, Inc., Seattle, WA (US);
Abstract
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.