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.

Date of Patent:
Jun. 24, 2025

Filed:

Apr. 03, 2024
Applicant:

Avalara, Inc., Seattle, WA (US);

Inventors:

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, Stanford, CA (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;

Assignee:

Avalara, Inc., Seattle, WA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/93 (2019.01); G06F 16/28 (2019.01); G06F 16/955 (2019.01); G06F 21/44 (2013.01);
U.S. Cl.
CPC ...
G06F 16/93 (2019.01); G06F 16/288 (2019.01); G06F 16/9554 (2019.01); G06F 21/44 (2013.01); G06F 2221/2141 (2013.01);
Abstract

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.


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