Avalara, Inc.

United States of America

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G06Q 40/12 - Accounting 20
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1.

Corrective notification to account for delay or error in updating digital rules applied to produce resources

      
Application Number 18529740
Grant Number 12197428
Status In Force
Filing Date 2023-12-05
First Publication Date 2025-01-14
Grant Date 2025-01-14
Owner AVALARA, INC. (USA)
Inventor
  • Kavounas, Gregory T.
  • Van Dooren, Pascal Patrice
  • Hess, Kevin James
  • Kendall, Barnabas

Abstract

In embodiments, a first resource is produced for a first dataset having a time indicator, by applying a first digital rule. A first notification can be caused to be transmitted about an aspect of the first resource to a remote device. A second dataset can be stored, which has values derived from the first dataset, and encodes a parameter of the first resource. A second digital rule may be stored to replace the first digital rule, at an updating time (Tupd). The second digital rule may have an effective time (Teff) prior to the actual updating time Tupd. A second resource may be produced by applying the second digital rule. A second notification can be caused to be transmitted about an aspect of the second resource to a remote device.

IPC Classes  ?

2.

Online software platform (OSP) querying client data about relationship instances for application of permission digital rules in addition to resource digital rules for the relationship instances

      
Application Number 18210521
Grant Number 12197616
Status In Force
Filing Date 2023-06-15
First Publication Date 2025-01-14
Grant Date 2025-01-14
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abstract

Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.

IPC Classes  ?

  • G06F 21/00 - Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules

3.

ONLINE SERVICE PLATFORM (OSP) GENERATING AND TRANSMITTING ON BEHALF OF PRIMARY ENTITY TO THIRD PARTY PROPOSAL OF THE PRIMARY ENTITY WHILE MAINTAINING THE PRIMARY ENTITY ANONYMOUS

      
Application Number 18824710
Status Pending
Filing Date 2024-09-04
First Publication Date 2024-12-26
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abstract

An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

IPC Classes  ?

  • H04L 67/53 - Network services using third party service providers
  • H04L 67/562 - Brokering proxy services

4.

Automated systems and methods for an electronic ledger

      
Application Number 18221741
Grant Number 12165219
Status In Force
Filing Date 2023-07-13
First Publication Date 2024-12-10
Grant Date 2024-12-10
Owner Avalara, Inc. (USA)
Inventor Chan, Andrew Brandon

Abstract

Automated systems and methods for a secure electronic ledger provide a technical solution such that entities referencing the electronic ledger that are associated with a relationship instance can (a) form a consensus that the outcome of the relationship instance is legitimate and (b) determine whether future relationship instances between entities are compliant. An authority entity publishes to the secure electronic ledger data on which digital rules regarding aspects of the relationship instance between a first entity and second entity are based. Entities subscribed to the secure electronic ledger make digitally signed entries in real-time in the secure electronic ledger including data regarding the relationship instance that are visible by all entities associated with the relationship instance. A trusted third entity is electronically entrusted, by at least the system of the first entity and a system of an authority entity, to validate in real-time the data regarding the relationship instance contained in the entries and all such entries may be approved or rejected in real-time by one or more entities associated with the relationship instance. The approvals and rejections of the entries in the secure electronic ledger, and reasons therefor, are also recorded and visible in the secure electronic ledger to all entities associated with the transaction.

IPC Classes  ?

  • G06Q 20/00 - Payment architectures, schemes or protocols
  • G06F 9/451 - Execution arrangements for user interfaces
  • G06F 16/27 - Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
  • G06Q 20/02 - Payment architectures, schemes or protocols involving a neutral third party, e.g. certification authority, notary or trusted third party [TTP]
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06Q 20/40 - Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check of credit lines or negative lists
  • G06Q 30/018 - Certifying business or products
  • G06Q 40/04 - Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
  • G06Q 40/10 - Tax strategies
  • G06Q 40/12 - Accounting
  • G06Q 50/00 - Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
  • H04L 9/06 - Arrangements for secret or secure communications; Network security protocols the encryption apparatus using shift registers or memories for blockwise coding, e.g. D.E.S. systems
  • H04L 9/32 - Arrangements for secret or secure communications; Network security protocols including means for verifying the identity or authority of a user of the system
  • H04L 9/40 - Network security protocols
  • G06Q 30/0645 - Rental transactions; Leasing transactions
  • G06Q 50/12 - Hotels or restaurants
  • G06Q 50/26 - Government or public services

5.

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

      
Application Number 18210585
Grant Number 12166693
Status In Force
Filing Date 2023-06-15
First Publication Date 2024-12-10
Grant Date 2024-12-10
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abstract

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.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

6.

ONLINE SERVICE PROVIDER (OSP) DETERMINING A RESOURCE CODE BASED ON ONE OR MORE ATTRIBUTES OF AN ITEM ASSOCIATED WITH A RELATIONSHIP INSTANCE

      
Application Number US2024029141
Publication Number 2024/238493
Status In Force
Filing Date 2024-05-13
Publication Date 2024-11-21
Owner AVALARA, INC. (USA)
Inventor
  • Chan, Andrew Brandon
  • Maselli, Michael J.
  • Vilis, Jurgis
  • Goldschmidt, Thomas
  • Nicolov, Nicolas

Abstract

Systems and method electronically generate a resource code for an item based on attributes of the item and a proposed relationship instance associated with the item. Entities are often required to identify a resource code for items that move between jurisdictions. The systems and methods described herein allow entities to easily obtain resource codes for items moving between jurisdictions.

IPC Classes  ?

7.

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

      
Application Number 18210487
Grant Number 12136129
Status In Force
Filing Date 2023-06-15
First Publication Date 2024-11-05
Grant Date 2024-11-05
Owner Avalara, Inc. (USA)
Inventor
  • Kim, Stefan
  • Nash, Nikki

Abstract

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.

IPC Classes  ?

8.

ACCESSING STORED CODE STRINGS FOR EXECUTION TO PRODUCE RESOURCES FOR DIVERSE SITUATIONS

      
Application Number 18762356
Status Pending
Filing Date 2024-07-02
First Publication Date 2024-10-24
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.

Abstract

A software configuration includes to store, in a strings memory, combinations of possible source locations and of possible destination locations that are subject to rules pairwise, and to further store respective code strings in association with the respective combinations. The possible locations may be stored by alphanumeric designators, for convenience in looking up the code strings. These code strings may be in a form that is mostly alphanumeric, may embed numerical parameters, and may even represent numerical operations. In fact, a code string of this type may even be configured in the form of code which, upon being executed, implements the rule that is applicable to the combination of the code string's source location and their destination location. The looked-up code string, or a code module generated from it, may then indeed be executed, to produce a resource that complies with the applicable rule.

IPC Classes  ?

9.

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

      
Application Number 18210500
Grant Number 12125113
Status In Force
Filing Date 2023-06-15
First Publication Date 2024-10-22
Grant Date 2024-10-22
Owner Avalara, Inc. (USA)
Inventor
  • Kim, Stefan
  • Nash, Nikki

Abstract

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.

IPC Classes  ?

10.

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

      
Application Number 18504073
Grant Number 12107729
Status In Force
Filing Date 2023-11-07
First Publication Date 2024-10-01
Grant Date 2024-10-01
Owner Avalara, Inc. (USA)
Inventor
  • Fishman, Jayme
  • Chan, Andrew Brandon
  • Kavounas, Gregory T.

Abstract

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.

IPC Classes  ?

  • G06F 15/177 - Initialisation or configuration control
  • G06K 7/14 - Methods or arrangements for sensing record carriers by corpuscular radiation using light without selection of wavelength, e.g. sensing reflected white light
  • H04L 41/084 - Configuration by using pre-existing information, e.g. using templates or copying from other elements
  • H04L 41/0895 - Configuration of virtualised networks or elements, e.g. virtualised network function or OpenFlow elements

11.

Versatile integration framework for software-as-a-service (SaaS) functionality

      
Application Number 17749751
Grant Number 12095881
Status In Force
Filing Date 2022-05-20
First Publication Date 2024-09-17
Grant Date 2024-09-17
Owner Avalara, Inc. (USA)
Inventor
  • Turner, Mac
  • Erdman, Robert
  • Kim, Stefan
  • Bartz, Angela
  • Seely, Scott

Abstract

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.

IPC Classes  ?

  • G06F 15/16 - Combinations of two or more digital computers each having at least an arithmetic unit, a program unit and a register, e.g. for a simultaneous processing of several programs
  • H04L 67/51 - Discovery or management thereof, e.g. service location protocol [SLP] or web services
  • H04L 67/561 - Adding application-functional data or data for application control, e.g. adding metadata
  • H04L 67/566 - Grouping or aggregating service requests, e.g. for unified processing

12.

SUMMARIZATION AND PERSONALIZATION OF BIG DATA METHOD AND APPARATUS

      
Application Number 18427450
Status Pending
Filing Date 2024-01-30
First Publication Date 2024-08-22
Owner Avalara, Inc. (USA)
Inventor
  • Selvam, Praveen
  • Parthasarathy, Sanjay
  • Kalikivayi, Satyanarayana Rao

Abstract

Systems and methods for a user interface to summarize and personalize a large amount of price and product information, to identify patterns therein, and to generate recommendations in relation thereto are described herein.

IPC Classes  ?

  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06Q 10/087 - Inventory or stock management, e.g. order filling, procurement or balancing against orders
  • G06Q 30/0201 - Market modelling; Market analysis; Collecting market data
  • G06Q 30/0202 - Market predictions or forecasting for commercial activities

13.

SOFTWARE SERVICE PLATFORM

      
Application Number 18618624
Status Pending
Filing Date 2024-03-27
First Publication Date 2024-08-22
Owner Avalara, Inc. (USA)
Inventor Vishwakarma, Ramashish Ramprakash

Abstract

Some embodiments of the present disclosure may relate generally to platforms for providing software services. Other embodiments may be disclosed and/or claimed.

IPC Classes  ?

  • H04L 41/50 - Network service management, e.g. ensuring proper service fulfilment according to agreements
  • G06F 9/54 - Interprogram communication
  • G06F 16/14 - File systems; File servers - Details of searching files based on file metadata
  • H04L 41/5041 - Network service management, e.g. ensuring proper service fulfilment according to agreements characterised by the time relationship between creation and deployment of a service

14.

Accessing stored code strings for execution to produce resources for diverse situations

      
Application Number 17564182
Grant Number 12061879
Status In Force
Filing Date 2021-12-28
First Publication Date 2024-08-13
Grant Date 2024-08-13
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T

Abstract

A software configuration includes to store, in a strings memory, combinations of possible source locations and of possible destination locations that are subject to rules pairwise, and to further store respective code strings in association with the respective combinations. The possible locations may be stored by alphanumeric designators, for convenience in looking up the code strings. These code strings may be in a form that is mostly alphanumeric, may embed numerical parameters, and may even represent numerical operations. In fact, a code string of this type may even be configured in the form of code which, upon being executed, implements the rule that is applicable to the combination of the code string's source location and their destination location. The looked-up code string, or a code module generated from it, may then indeed be executed, to produce a resource that complies with the applicable rule.

IPC Classes  ?

15.

Systems and methods for digitally watermarking resources produced by an online software platform

      
Application Number 18205422
Grant Number 12052400
Status In Force
Filing Date 2023-06-02
First Publication Date 2024-07-30
Grant Date 2024-07-30
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Ungerman, Anthony

Abstract

Systems and methods electronically uniquely imprint a digital watermark on produced resources, such as on data or electronic documents produced by an online software platform (OSP), in nearly invisible ways that are likely to survive subsequent processing. In one embodiment the OSP stores a plurality of resource digital rules used for producing resources for respective relationship instances of primary entities with other entities; receives a dataset on behalf of a primary entity, in which the dataset includes data representing a relationship instance between the primary entity and a secondary entity; in response to the received dataset, produces a resource based on applying one or more of the plurality of resource digital rules to the dataset; and digitally watermarks the produced resource with a digital watermark such that the produced resource is identifiable via the digital watermark as having been produced by the OSP.

IPC Classes  ?

  • H04N 1/32 - Circuits or arrangements for control or supervision between transmitter and receiver
  • G06T 1/00 - General purpose image data processing

16.

Systems and methods for digitally watermarking resources produced by an online software platform

      
Application Number 18205429
Grant Number 12052401
Status In Force
Filing Date 2023-06-02
First Publication Date 2024-07-30
Grant Date 2024-07-30
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Ungerman, Anthony

Abstract

Systems and methods electronically uniquely imprint a digital watermark on produced resources, such as on data or electronic documents produced by an online software platform (OSP), in nearly invisible ways that are likely to survive subsequent processing. In one embodiment the OSP stores a plurality of resource digital rules used for producing resources for respective relationship instances of primary entities with other entities; receives a dataset on behalf of a primary entity, in which the dataset includes data representing a relationship instance between the primary entity and a secondary entity; in response to the received dataset, produces a resource based on applying one or more of the plurality of resource digital rules to the dataset; and digitally watermarks the produced resource with a digital watermark such that the produced resource is identifiable via the digital watermark as having been produced by the OSP.

IPC Classes  ?

  • H04N 1/32 - Circuits or arrangements for control or supervision between transmitter and receiver
  • G06T 1/00 - General purpose image data processing

17.

ONLINE SOFTWARE PLATFORM (OSP) DERIVING RESOURCES, PRODUCING REPORT DOCUMENT ABOUT THEM, AND CREATING GALLERY WITH DATA SUBSTANTIATING THE REPORT DOCUMETN FOR VIEWING BY THIRD PARTY

      
Application Number 18626199
Status Pending
Filing Date 2024-04-03
First Publication Date 2024-07-25
Owner AVALARA, INC. (USA)
Inventor
  • Rose, Bilkay
  • Janzen, Mark
  • Agrawal, Naveen Kumar
  • Gulsen, Denis
  • Kavounas, Gregory T.
  • Genest, Heidi
  • Hoeven, Erik Van Der
  • Barney, Tracy
  • Seidl, Yvonne
  • Seely, Scott
  • Goldschmidt, Thomas

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.

IPC Classes  ?

  • G06F 16/93 - Document management systems
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models
  • G06F 16/955 - Retrieval from the web using information identifiers, e.g. uniform resource locators [URL]
  • G06F 21/44 - Program or device authentication

18.

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

      
Application Number 18205435
Grant Number 12034648
Status In Force
Filing Date 2023-06-02
First Publication Date 2024-07-09
Grant Date 2024-07-09
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abstract

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.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

19.

Coarse values for estimating less-than-critical resources

      
Application Number 18121526
Grant Number 12028409
Status In Force
Filing Date 2023-03-14
First Publication Date 2024-07-02
Grant Date 2024-07-02
Owner Avalara, Inc. (USA)
Inventor
  • Robles, Aaron Lee
  • Nash, Nikki
  • Janzen, Mark
  • Aggarwal, Rahul
  • Kavounas, Gregory T.
  • Pal, Hemendra

Abstract

Systems and methods electronically produce a local estimate of less-than-critical resources based on a client side version of digital rules and a coarse values received from an online service provider. Although using the client side version of digital rules and the coarse values may not include all the parameters and values needed to provide a fully accurate estimate of the resource, the ability to locally estimate resources without having to make network calls to the online service provider, such as when there are unfavorable conditions or latency of the network, imminent overloading of the online service provider or other operating conditions or demands on the online service provider preventing it from producing a timely more accurate estimate, provides a faster and more efficient way of obtaining a potentially useful estimate of resources.

IPC Classes  ?

  • H04L 67/10 - Protocols in which an application is distributed across nodes in the network
  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

20.

ENABLING REVIEWER TO ASSESS PRIVATE DATA SET OF OTHER PARTY USING CUSTOM PARAMETER VALUES

      
Application Number 18403595
Status Pending
Filing Date 2024-01-03
First Publication Date 2024-05-02
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Searles, Cassandra
  • Ingram, William
  • Kavounas, Gregory T.

Abstract

Embodiments of the invention relate to generating compliance scores based on first party data on a second party system for viewing by a third party.

IPC Classes  ?

21.

Nexus notification platform

      
Application Number 16585829
Grant Number 11928744
Status In Force
Filing Date 2019-09-27
First Publication Date 2024-03-12
Grant Date 2024-03-12
Owner Avalara, Inc. (USA)
Inventor
  • Therrien, Seth
  • Parramore, Jonathan
  • Paul, Sujoy
  • Thomas, Trevor
  • Woznicki, Kelly
  • Bixby, Jacob Wallace
  • Halverson, Kevin Robert

Abstract

A service engine determines whether there is a potential lack of transaction tax compliance in a plurality of jurisdictions for a plurality of entities. The service engine generates and/or transmits tax compliance data which may include information about potential lack of tax compliance of an entity in various jurisdictions based on rules about establishing nexus for purposes of remitting transaction tax in the jurisdictions. The tax compliance data may include a notification about the generation of the information, such as a notification to the entity that there exists a potential lack of tax compliance of that entity in specific jurisdictions. The service engine may update the tax compliance data dynamically and send corresponding notifications, automatically in real time or near real time for the applicable entity as sales of the entity change and/or rules for establishing nexus change for various jurisdictions.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06Q 40/10 - Tax strategies

22.

Summarization and personalization of big data method and apparatus

      
Application Number 17973389
Grant Number 11922475
Status In Force
Filing Date 2022-10-25
First Publication Date 2024-03-05
Grant Date 2024-03-05
Owner Avalara, Inc. (USA)
Inventor
  • Selvam, Praveen
  • Parthasarathy, Sanjay
  • Kalikivayi, Satyanarayana Rao

Abstract

Systems and methods for a user interface to summarize and personalize a large amount of price and product information, to identify patterns therein, and to generate recommendations in relation thereto are described herein.

IPC Classes  ?

  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06Q 10/087 - Inventory or stock management, e.g. order filling, procurement or balancing against orders
  • G06Q 30/0201 - Market modelling; Market analysis; Collecting market data
  • G06Q 30/0202 - Market predictions or forecasting for commercial activities

23.

AVATAX

      
Serial Number 98421646
Status Registered
Filing Date 2024-02-26
Registration Date 2024-12-17
Owner Avalara, Inc. ()
NICE Classes  ? 42 - Scientific, technological and industrial services, research and design

Goods & Services

Providing temporary use of non-downloadable cloud-based software for use in assisting in tax collection and reporting tax information and taxable events

24.

Selected resource computation for mobile employees

      
Application Number 16880795
Grant Number 11900285
Status In Force
Filing Date 2020-05-21
First Publication Date 2024-02-13
Grant Date 2024-02-13
Owner Avalara, Inc. (USA)
Inventor
  • Frantz, Henry H.
  • White, Merianne K.
  • Harrenstein, Nathan
  • Halverson, Kevin Robert
  • Novoa, Manuela Dorado
  • Ward, Kohn Fletcher
  • Kavounas, Gregory T.

Abstract

A specialized resource computation service engine electronically and automatically provides, in a timely and efficient manner, accurate and reliable tracking of mobile employees across domains and correctly apportions, calculates, and remits selected resources to those domains for employee compensation (including non-cash compensation) earned over a period of time according to the various different rules in various different domains. The system aggregates data indicative of different geographical locations and durations spent in the geographical locations by an employee over a time period, apportions respective amounts of time to each domain based on the aggregated data and computes, for the employee, a respective selected resource for each domain based on the respective amounts of time apportioned to each domain.

IPC Classes  ?

  • G06Q 10/00 - Administration; Management
  • G06Q 10/0631 - Resource planning, allocation, distributing or scheduling for enterprises or organisations
  • G06Q 10/1091 - Recording time for administrative or management purposes
  • G06F 9/54 - Interprogram communication
  • G06F 16/909 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually using geographical or spatial information, e.g. location
  • G06Q 40/12 - Accounting

25.

Enabling reviewer to assess private data set of other party using custom parameter values

      
Application Number 16801337
Grant Number 11900477
Status In Force
Filing Date 2020-02-26
First Publication Date 2024-02-13
Grant Date 2024-02-13
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Searles, Cassandra
  • Ingram, William
  • Kavounas, Gregory T.

Abstract

Embodiments of the invention relate to generating compliance scores based on first party data on a second party system for viewing by a third party.

IPC Classes  ?

26.

Corrective notification to account for delay or error in updating digital rules applied to produce resources

      
Application Number 17020748
Grant Number 11874826
Status In Force
Filing Date 2020-09-14
First Publication Date 2024-01-16
Grant Date 2024-01-16
Owner AVALARA, INC. (USA)
Inventor
  • Kavounas, Gregory T.
  • Van Dooren, Pascal Patrice
  • Hess, Kevin James
  • Kendall, Barnabas

Abstract

In embodiments, a computer system produces a first resource for a first dataset having a time indicator, by applying a first digital rule. A first notification can be caused to be transmitted about an aspect of the first resource to a remote device. A second dataset can be stored, which has values derived from the first dataset, and encodes a parameter of the first resource. A second digital rule may be stored to replace the first digital rule, at an updating time (Tupd). The second digital rule may have an effective time (Teff) prior to the actual updating time Tupd. A second resource may be produced by applying the second digital rule. A second notification can be caused to be transmitted about an aspect of the second resource to a remote device.

IPC Classes  ?

27.

Automated actions for facilitating remitting resources

      
Application Number 17752504
Grant Number 11875387
Status In Force
Filing Date 2022-05-24
First Publication Date 2024-01-16
Grant Date 2024-01-16
Owner Avalara, Inc. (USA)
Inventor
  • Chan, Andrew Brandon
  • Lear, Danielle
  • Mason, Brian K.
  • Fountain, Andrew Z.
  • Chesser, Patrick Collins
  • Hampton, Patrick J.
  • Goldstein, David A.

Abstract

Systems and methods electronically obtain data regarding a plurality of sources and corresponding amounts of resources received from the sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains. For each relationship instance of the plurality of relationship instances: the system electronically identifies a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains and calculates an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate. For each domain of the plurality of domains, the system aggregates a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain. The system may then prepare and send, via a computer network, a reporting document to a system of the domain indicating the aggregated total amount of resources due.

IPC Classes  ?

  • G06Q 30/04 - Billing or invoicing
  • G06Q 20/14 - Payment architectures specially adapted for billing systems
  • G06Q 20/40 - Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check of credit lines or negative lists
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06Q 30/0283 - Price estimation or determination
  • G06Q 40/12 - Accounting

28.

COMPLIANCE DOCUMENT CREATION, MODIFICATION, AND PROVISIONING

      
Application Number 18370675
Status Pending
Filing Date 2023-09-20
First Publication Date 2024-01-11
Owner Avalara, Inc. (USA)
Inventor
  • Maselli, Michael J.
  • Chan, Andrew Brandon

Abstract

Techniques are provided for facilitating creation, modification, provisioning and transfer of trusted electronic compliance documents. For each of multiple user requests to provide or receive trusted electronic compliance documents, automated operations are performed to determine whether the request is directed to one of a plurality of maintained trusted electronic compliance documents. Each trusted electronic compliance document references information regarding parties to a potential transaction and confers at least partial eligibility for parties to participate in the potential transaction. When it is determined that the request is directed to a maintained trusted electronic compliance document, access to the indicated trusted electronic compliance document is provided, including modifying a copy of the indicated trusted electronic compliance document to include information referenced with respect to an entity associated with the user request and an originator of the trusted electronic compliance document. A secure interface is provided for creating an indicated compliance document when it is determined that the request is not directed to a maintained compliance document.

IPC Classes  ?

  • G06Q 30/018 - Certifying business or products
  • G06Q 50/18 - Legal services; Handling legal documents
  • G06Q 10/10 - Office automation; Time management
  • G06Q 10/06 - Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
  • G06Q 10/30 - Administration of product recycling or disposal

29.

Computing systems, networks, and notifications

      
Application Number 18135617
Grant Number 12028273
Status In Force
Filing Date 2023-04-17
First Publication Date 2024-01-04
Grant Date 2024-07-02
Owner Avalara, Inc. (USA)
Inventor
  • Robles, Aaron Lee
  • Nash, Nikki
  • Janzen, Mark
  • Aggarwal, Rahul
  • Kavounas, Gregory T.
  • Pal, Hemendra

Abstract

Systems and methods electronically produce a local estimate of less-than-critical resources based on a client-side version of digital rules and coarse values received from an online service provider. Although using the client-side version of digital rules and the coarse values may not include all the parameters and values needed to provide a fully accurate estimate of the resource, the ability to locally estimate resources without having to make network calls to the online service provider, such as when there are unfavorable conditions or latency of the network, imminent overloading of the online service provider or other operating conditions or demands on the online service provider preventing it from producing a timely more accurate estimate, provides a faster and more efficient way of obtaining a potentially useful estimate of resources.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 3/0482 - Interaction with lists of selectable items, e.g. menus

30.

Customs duty and tax estimation according to indicated risk tolerance

      
Application Number 16803815
Grant Number 11861667
Status In Force
Filing Date 2020-02-27
First Publication Date 2024-01-02
Grant Date 2024-01-02
Owner Avalara, Inc. (USA)
Inventor
  • Nistor, Adrian
  • Reed, Craig Evan
  • Morgan, Amy E.
  • Kempe, David
  • Withers, Mark Alan
  • Vilis, Jurgis K P

Abstract

A service engine of a processor-based system determines an estimated amount of taxes due in association with a proposed transaction based on a risk tolerance value specified by a party to the transaction, such as a seller. Multiple classification code queries are generated for classifying an item that is the subject of the proposed transaction, from which a plurality of classification code candidates are determined. Each such classification code candidate is considered in determination of multiple corresponding possible tax-due amounts, and the taxes due for the proposed transaction are determined by the service engine based on a statistical calculation corresponding to the specified risk tolerance value. The service engine provides the estimated tax due amount to one or more parties to the proposed transaction.

IPC Classes  ?

  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06Q 30/04 - Billing or invoicing
  • G06Q 40/10 - Tax strategies
  • G06F 3/04847 - Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
  • G06F 16/953 - Querying, e.g. by the use of web search engines
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models
  • H04L 67/01 - Protocols

31.

Automatically starting activities upon crossing threshold

      
Application Number 17338220
Grant Number 11853302
Status In Force
Filing Date 2021-06-03
First Publication Date 2023-12-26
Grant Date 2023-12-26
Owner AVALARA, INC. (USA)
Inventor
  • Nash, Nikki
  • Kavounas, Gregory T.
  • Kim, Stefan
  • Robles, Aaron Lee
  • Erdman, Robert
  • Withers, Mark Alan
  • Diekmann, Tim

Abstract

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.

IPC Classes  ?

  • G06F 16/2455 - Query execution
  • G06F 16/248 - Presentation of query results
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

32.

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

      
Application Number 18173014
Grant Number 11855842
Status In Force
Filing Date 2023-02-22
First Publication Date 2023-12-26
Grant Date 2023-12-26
Owner Avalara, Inc. (USA)
Inventor
  • Fishman, Jayme
  • Chan, Andrew Brandon
  • Kavounas, Gregory T.

Abstract

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.

IPC Classes  ?

  • G06F 15/177 - Initialisation or configuration control
  • H04L 41/084 - Configuration by using pre-existing information, e.g. using templates or copying from other elements
  • H04L 41/0895 - Configuration of virtualised networks or elements, e.g. virtualised network function or OpenFlow elements
  • G06K 7/14 - Methods or arrangements for sensing record carriers by corpuscular radiation using light without selection of wavelength, e.g. sensing reflected white light

33.

COMPUTATION MODULE CONFIGURED TO ESTIMATE RESOURCE FOR TARGET POINT FROM KNOWN RESOURCES OF DOTS NEAR THE TARGET POINT

      
Application Number 18231120
Status Pending
Filing Date 2023-08-07
First Publication Date 2023-12-21
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abstract

Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.

IPC Classes  ?

  • G06F 16/14 - File systems; File servers - Details of searching files based on file metadata
  • G06Q 40/10 - Tax strategies

34.

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

      
Application Number 18108570
Grant Number 11847706
Status In Force
Filing Date 2023-02-10
First Publication Date 2023-12-19
Grant Date 2023-12-19
Owner Avalara, Inc. (USA)
Inventor
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.

Abstract

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.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06Q 40/10 - Tax strategies
  • G06Q 30/018 - Certifying business or products
  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06F 16/21 - Design, administration or maintenance of databases

35.

AUTOMATED PREPARATION AND SUBMISSION OF ELECTRONIC REGISTRATION

      
Application Number 18207084
Status Pending
Filing Date 2023-06-07
First Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Boulus, Albert Kumar
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Parekh, Anup David
  • Colborn, Will
  • Seely, Scott
  • Johnson, Matt
  • Carter, Anh
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abstract

A system for automated preparation and submission of electronic registration may obtain a pre-existing entity identifier that had been previously used by an electronic system of at least one authority entity to identify a primary entity. The system may electronically associate the pre-existing entity identifier with the primary entity and use it to perform automated actions to electronically collect one or more support content from the Internet or other sources regarding the primary entity. The system may electronically identify data from the support content relevant to the electronic registration and electronically extract the identified data from the support content. The system may also electronically verify the extracted data before electronically generating and submitting the electronic registration based on the extracted data. An adaptive UI may be automatically modified in response to a determination whether to electronically present a query via the adaptive UI for the supplemental data.

IPC Classes  ?

36.

AUTOMATED PREPARATION AND TRANSMISSION OF ELECTRONIC REGISTRATIONS, DATA SHEETS AND RESOURCES

      
Application Number 18207091
Status Pending
Filing Date 2023-06-07
First Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Tindell, John
  • Mathew, Tobin
  • Colborn, Will
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Paila, Narasimha
  • Huang, Alex
  • Carter, Anh
  • Singh, Swapnil
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham
  • Seely, Scott
  • Johnson, Matt

Abstract

Systems and methods are disclosed for automated preparation and transmission of electronic registrations, data sheets and resources. This may include electronically initiating a process to collect data via a graphical user interface (GUI) to facilitate automated preparation of an electronic registration, including electronically obtaining a pre-existing entity identifier. The system may use the entity identifier to perform automated actions to electronically collect one or more support content. The system may generate the electronic registration based on the one or more support content and also receives interchange data. The system then automatically generates an electronic data sheet based on the registration and interchange data. The system may then electronically file the generated electronic data sheet, electronically issuing an alert to electronically request additional resources and automatically transmitting the finalized amount of resources to the domain.

IPC Classes  ?

  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

37.

COMPUTER NETWORKED FILING ENGINE

      
Application Number 18207102
Status Pending
Filing Date 2023-06-07
First Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Seely, Scott

Abstract

A disclosed method may include receiving user information for electronically filing or updating an electronic data sheet that corresponds to a user and a domain; maintaining a record of past electronic activities by the user; electronically receiving interchange data associated with interchanges executed by the user; automatically generating the electronic data sheet for the user based on the user information and the interchange data, the electronic data sheet indicating a finalized amount of resources to be transmitted to the domain; and electronically adjusting an electronic value for the user according to a remittance risk determination that is based on the interchange data and the record of past electronic activities by the user, the adjusted electronic value indicating a maximum amount of resources for which an online software platform will transmit and receive protocols to enable providing by the online software platform the maximum amount of resources.

IPC Classes  ?

  • G06Q 40/02 - Banking, e.g. interest calculation or account maintenance
  • G06Q 20/10 - Payment architectures specially adapted for home banking systems

38.

COMPUTER NETWORKED FILING ENGINE

      
Application Number 18207103
Status Pending
Filing Date 2023-06-07
First Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Tindell, John
  • Mathew, Tobin
  • Colborn, Will
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Paila, Narasimha
  • Huang, Alex
  • Carter, Anh
  • Singh, Swapnil
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abstract

A disclosed method may include receiving user information for electronically filing or updating an electronic data sheet that corresponds to a user and a domain; maintaining a record of past electronic activities by the user; electronically receiving interchange data associated with interchanges executed by the user; automatically generating the electronic data sheet for the user based on the user information and the interchange data, the electronic data sheet indicating a finalized amount of resources to be transmitted to the domain; and electronically adjusting an electronic value for the user according to a remittance risk determination that is based on the interchange data and the record of past electronic activities by the user, the adjusted electronic value indicating a maximum amount of resources for which an online software platform will transmit and receive protocols to enable providing by the online software platform the maximum amount of resources.

IPC Classes  ?

  • G06F 16/182 - Distributed file systems
  • G06F 16/11 - File system administration, e.g. details of archiving or snapshots

39.

AUTOMATED PREPARATION AND SUBMISSION OF ELECTRONIC REGISTRATION

      
Application Number US2023024754
Publication Number 2023/239817
Status In Force
Filing Date 2023-06-07
Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Boulus, Albert Kumar
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Parekh, Anup David
  • Colborn, Will
  • Seely, Scott
  • Johnson, Matt
  • Carter, Anh
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abstract

A system for automated preparation and submission of electronic registration may obtain a pre-existing entity identifier that had been previously used by an electronic system of at least one authority entity to identify a primary entity. The system may electronically associate the pre-existing entity identifier with the primary entity and use it to perform automated actions to electronically collect one or more support content from the Internet or other sources regarding the primary entity. The system may electronically identify data from the support content relevant to the electronic registration and electronically extract the identified data from the support content. The system may also electronically verify the extracted data before electronically generating and submitting the electronic registration based on the extracted data. An adaptive UI may be automatically modified in response to a determination whether to electronically present a query via the adaptive UI for the supplemental data.

IPC Classes  ?

40.

Online service platform (OSP) generating and transmitting on behalf of primary entity to third party proposal of the primary entity while maintaining the primary entity anonymous

      
Application Number 18236622
Grant Number 12113871
Status In Force
Filing Date 2023-08-22
First Publication Date 2023-12-14
Grant Date 2024-10-08
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abstract

An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

IPC Classes  ?

  • H04L 67/53 - Network services using third party service providers
  • H04L 67/562 - Brokering proxy services

41.

COMPUTER NETWORKED FILING ENGINE

      
Application Number US2023024755
Publication Number 2023/239818
Status In Force
Filing Date 2023-06-07
Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Seely, Scott

Abstract

A disclosed method may include receiving user information for electronically filing or updating an electronic data sheet that corresponds to a user and a domain; maintaining a record of past electronic activities by the user; electronically receiving interchange data associated with interchanges executed by the user; automatically generating the electronic data sheet for the user based on the user information and the interchange data, the electronic data sheet indicating a finalized amount of resources to be transmitted to the domain; and electronically adjusting an electronic value for the user according to a remittance risk determination that is based on the interchange data and the record of past electronic activities by the user, the adjusted electronic value indicating a maximum amount of resources for which an online software platform will transmit and receive protocols to enable providing by the online software platform the maximum amount of resources.

IPC Classes  ?

42.

AUTOMATED PREPARATION AND TRANSMISSION OF ELECTRONIC REGISTRATIONS, DATA SHEETS AND RESOURCES

      
Application Number US2023024756
Publication Number 2023/239819
Status In Force
Filing Date 2023-06-07
Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Tindell, John
  • Mathew, Tobin
  • Colborn, Will
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Paila, Narasimha
  • Huang, Alex
  • Carter, Anh
  • Singh, Swapnil
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham
  • Seely, Scott
  • Johnson, Matt

Abstract

Systems and methods are disclosed for automated preparation and transmission of electronic registrations, data sheets and resources. This may include electronically initiating a process to collect data via a graphical user interface (GUI) to facilitate automated preparation of an electronic registration, including electronically obtaining a pre-existing entity identifier. The system may use the entity identifier to perform automated actions to electronically collect one or more support content. The system may generate the electronic registration based on the one or more support content and also receives interchange data. The system then automatically generates an electronic data sheet based on the registration and interchange data. The system may then electronically file the generated electronic data sheet, electronically issuing an alert to electronically request additional resources and automatically transmitting the finalized amount of resources to the domain.

IPC Classes  ?

43.

COMPUTER NETWORKED FILING ENGINE

      
Application Number US2023024757
Publication Number 2023/239820
Status In Force
Filing Date 2023-06-07
Publication Date 2023-12-14
Owner AVALARA, INC. (USA)
Inventor
  • Tindell, John
  • Mathew, Tobin
  • Colborn, Will
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Paila, Narasimha
  • Huang, Alex
  • Carter, Anh
  • Singh, Swapnil
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abstract

A disclosed method may include receiving user information for electronically filing or updating an electronic data sheet that corresponds to a user and a domain; maintaining a record of past electronic activities by the user; electronically receiving interchange data associated with interchanges executed by the user; automatically generating the electronic data sheet for the user based on the user information and the interchange data, the electronic data sheet indicating a finalized amount of resources to be transmitted to the domain; and electronically adjusting an electronic value for the user according to a remittance risk determination that is based on the interchange data and the record of past electronic activities by the user, the adjusted electronic value indicating a maximum amount of resources for which an online software platform will transmit and receive protocols to enable providing by the online software platform the maximum amount of resources.

IPC Classes  ?

44.

COMPUTATION MODULE CONFIGURED TO ESTIMATE RESOURCE FOR TARGET POINT FROM KNOWN RESOURCES OF DOTS NEAR THE TARGET POINT

      
Application Number 18231061
Status Pending
Filing Date 2023-08-07
First Publication Date 2023-11-30
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abstract

Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.

IPC Classes  ?

  • G06F 16/14 - File systems; File servers - Details of searching files based on file metadata
  • G06Q 40/10 - Tax strategies

45.

GENERATING, FROM DATA OF FIRST LOCATION ON SURFACE, DATA FOR ALTERNATE BUT EQUIVALENT SECOND LOCATION ON THE SURFACE

      
Application Number 18223930
Status Pending
Filing Date 2023-07-19
First Publication Date 2023-11-16
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abstract

In embodiments, given a surface that has domains on it and a first location, a second location is generated in the surface. The second location belongs in the same domains as the first location, and does not belong in the same domains as the second location. An advantage can be that, in embodiments, the second location can be used in lieu of the first location. A use case can be where it is desired to protect the privacy of location data of an entity, such as its address.

IPC Classes  ?

  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules
  • G06F 16/9537 - Spatial or temporal dependent retrieval, e.g. spatiotemporal queries

46.

GENERATING, FROM DATA OF FIRST LOCATION ON SURFACE, DATA FOR ALTERNATE BUT EQUIVALENT SECOND LOCATION ON THE SURFACE

      
Application Number 18223927
Status Pending
Filing Date 2023-07-19
First Publication Date 2023-11-09
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abstract

In embodiments, given a surface that has domains on it and a first location, a second location is generated in the surface. The second location belongs in the same domains as the first location, and does not belong in the same domains as the second location. An advantage can be that, in embodiments, the second location can be used in lieu of the first location. A use case can be where it is desired to protect the privacy of location data of an entity, such as its address.

IPC Classes  ?

47.

Online software platform (OSP) querying client data about relationship instances for application of permission digital rules in addition to resource digital rules for the relationship instances

      
Application Number 17852209
Grant Number 11809590
Status In Force
Filing Date 2022-06-28
First Publication Date 2023-11-07
Grant Date 2023-11-07
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abstract

Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.

IPC Classes  ?

  • G06F 21/00 - Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules

48.

Automated systems and methods for an electronic ledger

      
Application Number 17028916
Grant Number 11810205
Status In Force
Filing Date 2020-09-22
First Publication Date 2023-11-07
Grant Date 2023-11-07
Owner Avalara, Inc. (USA)
Inventor Chan, Andrew Brandon

Abstract

Automated systems and methods for a secure electronic ledger provide a technical solution such that entities referencing the electronic ledger that are associated with a relationship instance can (a) form a consensus that the outcome of the relationship instance is legitimate and (b) determine whether future relationship instances between entities are compliant. An authority entity publishes to the secure electronic ledger data on which digital rules regarding aspects of the relationship instance between a first entity and second entity are based. Entities subscribed to the secure electronic ledger make digitally signed entries in real-time in the secure electronic ledger including data regarding the relationship instance that are visible by all entities associated with the relationship instance. A trusted third entity is electronically entrusted, by at least the system of the first entity and a system of an authority entity, to validate in real-time the data regarding the relationship instance contained in the entries and all such entries may be approved or rejected in real-time by one or more entities associated with the relationship instance. The approvals and rejections of the entries in the secure electronic ledger, and reasons therefor, are also recorded and visible in the secure electronic ledger to all entities associated with the transaction.

IPC Classes  ?

  • G06Q 20/00 - Payment architectures, schemes or protocols
  • G06Q 50/00 - Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
  • G06Q 20/02 - Payment architectures, schemes or protocols involving a neutral third party, e.g. certification authority, notary or trusted third party [TTP]
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06Q 20/40 - Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check of credit lines or negative lists
  • H04L 9/32 - Arrangements for secret or secure communications; Network security protocols including means for verifying the identity or authority of a user of the system
  • G06F 16/27 - Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
  • G06Q 40/04 - Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
  • G06F 9/451 - Execution arrangements for user interfaces
  • H04L 9/06 - Arrangements for secret or secure communications; Network security protocols the encryption apparatus using shift registers or memories for blockwise coding, e.g. D.E.S. systems
  • G06Q 40/12 - Accounting
  • G06Q 40/10 - Tax strategies
  • G06Q 30/018 - Certifying business or products
  • H04L 9/40 - Network security protocols
  • G06Q 50/26 - Government or public services
  • G06Q 50/12 - Hotels or restaurants
  • G06Q 30/0645 - Rental transactions; Leasing transactions

49.

Determining resource per digital rules for first dataset in context of matching it with compatible second dataset

      
Application Number 17670366
Grant Number 11810193
Status In Force
Filing Date 2022-02-11
First Publication Date 2023-11-07
Grant Date 2023-11-07
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Janzen, Mark
  • Aggarwal, Rahul
  • Rose, Bilkay

Abstract

An Online Software Platform (OSP) may receive a first dataset from a remote client device, and compute an estimated resource, from the first dataset and also per stored digital rules. The OSP may then communicate an aspect of the resource to the remote client device and receive a confirmation of the first dataset. The OSP may then process the first dataset, for matching it with another dataset, either internally or by outsourcing. Either way, the OSP may establish that the first dataset has been matched with a compatible second dataset. The OSP may then input a resource for the first dataset, which is determined according to stored digital rules. The OSP may further create one or more notifications and documents about the matching and the resource, and make them available to the remote client device or even to the device of another remote entity.

IPC Classes  ?

  • G06F 16/93 - Document management systems
  • G06Q 40/04 - Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06Q 40/10 - Tax strategies
  • G06Q 30/016 - After-sales
  • G06F 3/0482 - Interaction with lists of selectable items, e.g. menus
  • G06F 3/04847 - Interaction techniques to control parameter settings, e.g. interaction with sliders or dials

50.

Compliance document creation, modification, and provisioning

      
Application Number 17733926
Grant Number 11798007
Status In Force
Filing Date 2022-04-29
First Publication Date 2023-10-24
Grant Date 2023-10-24
Owner AVALARA, INC. (USA)
Inventor
  • Maselli, Michael J.
  • Chan, Andrew Brandon

Abstract

Techniques are provided for facilitating creation, modification, provisioning and transfer of trusted electronic compliance documents. For each of multiple user requests to provide or receive trusted electronic compliance documents, automated operations are performed to determine whether the request is directed to one of a plurality of maintained trusted electronic compliance documents. Each trusted electronic compliance document references information regarding parties to a potential transaction and confers at least partial eligibility for parties to participate in the potential transaction. When it is determined that the request is directed to a maintained trusted electronic compliance document, access to the indicated trusted electronic compliance document is provided, including modifying a copy of the indicated trusted electronic compliance document to include information referenced with respect to an entity associated with the user request and an originator of the trusted electronic compliance document. A secure interface is provided for creating an indicated compliance document when it is determined that the request is not directed to a maintained compliance document.

IPC Classes  ?

  • G06Q 30/018 - Certifying business or products
  • G06Q 50/18 - Legal services; Handling legal documents
  • G06Q 10/06 - Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
  • G06Q 10/10 - Office automation; Time management
  • G06Q 10/30 - Administration of product recycling or disposal

51.

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

      
Application Number 17888087
Grant Number 11790462
Status In Force
Filing Date 2022-08-15
First Publication Date 2023-10-17
Grant Date 2023-10-17
Owner Avalara, Inc. (USA)
Inventor
  • Kim, Stefan
  • Nash, Nikki

Abstract

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.

IPC Classes  ?

52.

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

      
Application Number 17889196
Grant Number 11783212
Status In Force
Filing Date 2022-08-16
First Publication Date 2023-10-10
Grant Date 2023-10-10
Owner Avalara, Inc. (USA)
Inventor
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abstract

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.

IPC Classes  ?

53.

INDEPENDENTLY PROCURABLE ITEM COMPLIANCE INFORMATION

      
Application Number 18206533
Status Pending
Filing Date 2023-06-06
First Publication Date 2023-10-05
Owner Avalara, Inc. (USA)
Inventor Wiggs, Jonathan L.

Abstract

Systems and methods electronically provide information regarding digital rules related to a potential relationship instance. Users often wish to know which digital rules apply to a specified item before engaging in a relationship instance with a host entity regarding the item. The system and methods described herein allow a computing facility to identify an item and receive resource information related to the item and the digital rules applicable to the item.

IPC Classes  ?

  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06K 7/10 - Methods or arrangements for sensing record carriers by corpuscular radiation
  • G06Q 10/087 - Inventory or stock management, e.g. order filling, procurement or balancing against orders
  • G06Q 20/20 - Point-of-sale [POS] network systems
  • G06N 20/00 - Machine learning
  • G06T 11/00 - 2D [Two Dimensional] image generation
  • G06V 20/00 - Scenes; Scene-specific elements
  • G06F 18/214 - Generating training patterns; Bootstrap methods, e.g. bagging or boosting

54.

INDEPENDENTLY PROCURABLE ITEM COMPLIANCE INFORMATION

      
Application Number 18206538
Status Pending
Filing Date 2023-06-06
First Publication Date 2023-10-05
Owner Avalara, Inc. (USA)
Inventor Wiggs, Jonathan L

Abstract

Systems and methods electronically provide information regarding digital rules related to a potential relationship instance. Users often wish to know which digital rules apply to a specified item before engaging in a relationship instance with a host entity regarding the item. The system and methods described herein allow a computing facility to identify an item and receive resource information related to the item and the digital rules applicable to the item.

IPC Classes  ?

  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06K 7/10 - Methods or arrangements for sensing record carriers by corpuscular radiation
  • G06Q 10/087 - Inventory or stock management, e.g. order filling, procurement or balancing against orders
  • G06Q 20/20 - Point-of-sale [POS] network systems
  • G06N 20/00 - Machine learning
  • G06T 11/00 - 2D [Two Dimensional] image generation
  • G06V 20/00 - Scenes; Scene-specific elements
  • G06F 18/214 - Generating training patterns; Bootstrap methods, e.g. bagging or boosting

55.

Online service platform (OSP) generating and transmitting on behalf of primary entity to third party proposal of the primary entity while maintaining the primary entity anonymous

      
Application Number 17870548
Grant Number 11778058
Status In Force
Filing Date 2022-07-21
First Publication Date 2023-10-03
Grant Date 2023-10-03
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abstract

An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

IPC Classes  ?

  • H04L 67/53 - Network services using third party service providers
  • H04L 67/562 - Brokering proxy services

56.

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

      
Application Number 17889174
Grant Number 11775849
Status In Force
Filing Date 2022-08-16
First Publication Date 2023-10-03
Grant Date 2023-10-03
Owner Avalara, Inc. (USA)
Inventor
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abstract

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.

IPC Classes  ?

57.

Online service platform (OSP) generating and transmitting on behalf of primary entity to third party proposal of the primary entity while maintaining the primary entity anonymous

      
Application Number 18141267
Grant Number 11979466
Status In Force
Filing Date 2023-04-28
First Publication Date 2023-08-17
Grant Date 2024-05-07
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abstract

An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

IPC Classes  ?

  • H04L 67/53 - Network services using third party service providers
  • H04L 67/562 - Brokering proxy services

58.

Automated geospatial data analysis

      
Application Number 17740157
Grant Number 11720606
Status In Force
Filing Date 2022-05-09
First Publication Date 2023-08-08
Grant Date 2023-08-08
Owner AVALARA, INC. (USA)
Inventor Berthiaume, David

Abstract

Geospatial data is gathered for generation of a geodatacube encompassing data from multiple geospatial data sets for efficient processing and optimization. A method for gathering, storing and processing geospatial data includes identifying a plurality of geospatial data sets for intake, each defining a geospatial data parameter. For each geospatial data set, a plurality of subregions is defined such that each subregion corresponds to a portion of the geographic entity having the same value for the data parameter defined by the respective geospatial data set. In other words, subdividing the geographic entity along demarcations defined by variances in the data parameter(s) defined by the geospatial data set. A number of geospatial data sets for intake are arranged into layers, where each layer defines the data parameter for the respective subregions of the geographic entity. A partition defining polygons common to all layers represents a union of the subregions.

IPC Classes  ?

  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models
  • G06N 20/00 - Machine learning
  • G06F 16/21 - Design, administration or maintenance of databases
  • G06F 16/22 - Indexing; Data structures therefor; Storage structures
  • G06F 16/242 - Query formulation
  • G06F 16/29 - Geographical information databases
  • G06V 10/44 - Local feature extraction by analysis of parts of the pattern, e.g. by detecting edges, contours, loops, corners, strokes or intersections; Connectivity analysis, e.g. of connected components
  • G06V 20/13 - Satellite images

59.

Online software platform (OSP) querying client data about relationship instances for application of permission digital rules in addition to resource digital rules for the relationship instances

      
Application Number 17852212
Grant Number 11720703
Status In Force
Filing Date 2022-06-28
First Publication Date 2023-08-08
Grant Date 2023-08-08
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abstract

Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.

IPC Classes  ?

  • G06F 21/00 - Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules

60.

Disestablishing entitys selected resource computation in response to loss of nexus establishment condition for selected domain

      
Application Number 17888154
Grant Number 11720976
Status In Force
Filing Date 2022-08-15
First Publication Date 2023-08-08
Grant Date 2023-08-08
Owner Avalara, Inc. (USA)
Inventor
  • Kim, Stefan
  • Nash, Nikki

Abstract

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.

IPC Classes  ?

61.

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

      
Application Number 17899412
Grant Number 11722433
Status In Force
Filing Date 2022-08-30
First Publication Date 2023-08-08
Grant Date 2023-08-08
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abstract

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.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

62.

Automated geospatial data analysis

      
Application Number 18130799
Grant Number 12099907
Status In Force
Filing Date 2023-04-04
First Publication Date 2023-08-03
Grant Date 2024-09-24
Owner Avalara, Inc. (USA)
Inventor Berthiaume, David

Abstract

Geospatial data is gathered for generation of a geodatacube encompassing data from multiple geospatial data sets for efficient processing and optimization. A method for gathering, storing and processing geospatial data includes identifying a plurality of geospatial data sets for intake, each defining a geospatial data parameter. For each geospatial data set, a plurality of subregions is defined such that each subregion corresponds to a portion of the geographic entity having the same value for the data parameter defined by the respective geospatial data set. In other words, subdividing the geographic entity along demarcations defined by variances in the data parameter(s) defined by the geospatial data set. A number of geospatial data sets for intake are arranged into layers, where each layer defines the data parameter for the respective subregions of the geographic entity. A partition defining polygons common to all layers represents a union of the subregions.

IPC Classes  ?

  • G06N 20/00 - Machine learning
  • G06F 16/21 - Design, administration or maintenance of databases
  • G06F 16/22 - Indexing; Data structures therefor; Storage structures
  • G06F 16/242 - Query formulation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models
  • G06F 16/29 - Geographical information databases
  • G06V 10/26 - Segmentation of patterns in the image field; Cutting or merging of image elements to establish the pattern region, e.g. clustering-based techniques; Detection of occlusion
  • G06V 10/44 - Local feature extraction by analysis of parts of the pattern, e.g. by detecting edges, contours, loops, corners, strokes or intersections; Connectivity analysis, e.g. of connected components
  • G06V 20/13 - Satellite images

63.

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

      
Application Number 17899368
Grant Number 11711316
Status In Force
Filing Date 2022-08-30
First Publication Date 2023-07-25
Grant Date 2023-07-25
Owner Avalara, Inc. (USA)
Inventor
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abstract

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.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

64.

SYSTEMS AND METHODS FOR ELECTRONICALLY TRACKING CLIENT DATA

      
Document Number 03240883
Status Pending
Filing Date 2022-12-09
Open to Public Date 2023-07-20
Owner AVALARA, INC. (USA)
Inventor Janzen, Mark

Abstract

Systems and methods electronically tag received data associated with an entity with an electronic tag including an identifier uniquely associated with the entity. The system may electronically store the received data such that the received data is identifiable via the electronic tag. Then, when a request for deletion of all the entity's data is made by the particular entity, it is fulfilled with much less effort, namely by searching for elements with that entity's tag. Whenever that data is copied, transformed, or derivative data is made, the system copies the electronic tag with it. Thus, even when the data is copied or modified, it can be more efficiently identified as being associated with the particular entity. In some embodiments, the tagging includes electronically recording an association of the electronic tag with the received data as a transaction on a blockchain, the transaction on the blockchain being associated with the electronic tag and with the received data.

IPC Classes  ?

  • G06F 16/907 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually

65.

SYSTEMS AND METHODS FOR ELECTRONICALLY TRACKING CLIENT DATA

      
Application Number US2022052417
Publication Number 2023/136897
Status In Force
Filing Date 2022-12-09
Publication Date 2023-07-20
Owner AVALARA, Inc. (USA)
Inventor Janzen, Mark

Abstract

Systems and methods electronically tag received data associated with an entity with an electronic tag including an identifier uniquely associated with the entity. The system may electronically store the received data such that the received data is identifiable via the electronic tag. Then, when a request for deletion of all the entity's data is made by the particular entity, it is fulfilled with much less effort, namely by searching for elements with that entity's tag. Whenever that data is copied, transformed, or derivative data is made, the system copies the electronic tag with it. Thus, even when the data is copied or modified, it can be more efficiently identified as being associated with the particular entity. In some embodiments, the tagging includes electronically recording an association of the electronic tag with the received data as a transaction on a blockchain, the transaction on the blockchain being associated with the electronic tag and with the received data.

IPC Classes  ?

  • G06F 16/907 - Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually

66.

Systems and methods for digitally watermarking resources produced by an online software platform

      
Application Number 17684823
Grant Number 11706369
Status In Force
Filing Date 2022-03-02
First Publication Date 2023-07-18
Grant Date 2023-07-18
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Ungerman, Anthony

Abstract

Systems and methods electronically uniquely imprint a digital watermark on produced resources, such as on data or electronic documents produced by an online software platform (OSP), in nearly invisible ways that are likely to survive subsequent processing. In one embodiment the OSP stores a plurality of resource digital rules used for producing resources for respective relationship instances of primary entities with other entities; receives a dataset on behalf of a primary entity, in which the dataset includes data representing a relationship instance between the primary entity and a secondary entity; in response to the received dataset, produces a resource based on applying one or more of the plurality of resource digital rules to the dataset; and digitally watermarks the produced resource with a digital watermark such that the produced resource is identifiable via the digital watermark as having been produced by the OSP.

IPC Classes  ?

  • H04N 1/32 - Circuits or arrangements for control or supervision between transmitter and receiver
  • G06T 1/00 - General purpose image data processing

67.

SYSTEMS AND METHODS FOR ELECTRONICALLY TRACKING CLIENT DATA

      
Application Number 17574412
Status Pending
Filing Date 2022-01-12
First Publication Date 2023-07-13
Owner Avalara, Inc. (USA)
Inventor Janzen, Mark

Abstract

Systems and methods electronically tag received data associated with an entity with an electronic tag including an identifier uniquely associated with the entity. The system may electronically store the received data such that the received data is identifiable via the electronic tag. Then, when a request for deletion of all the entity’s data is made by the particular entity, it is fulfilled with much less effort, namely by searching for elements with that entity’s tag. Whenever that data is copied, transformed, or derivative data is made, the system copies the electronic tag with it. Thus, even when the data is copied or modified, it can be more efficiently identified as being associated with the particular entity. In some embodiments, the tagging includes electronically recording an association of the electronic tag with the received data as a transaction on a blockchain, the transaction on the blockchain being associated with the electronic tag and with the received data.

IPC Classes  ?

  • G06F 16/11 - File system administration, e.g. details of archiving or snapshots

68.

DYNAMIC LODGING RESOURCE PREDICTION SYSTEM

      
Document Number 03240881
Status Pending
Filing Date 2022-12-09
Open to Public Date 2023-07-06
Owner AVALARA, INC. (USA)
Inventor Chan, Andrew Brandon

Abstract

Systems and methods electronically obtain lodging operator data regarding a plurality of sources and corresponding amounts of resources received from the sources for lodging stays. The lodging operator data includes lodging stay data regarding the lodging stays associated with a lodging operator and other data regarding the lodging operator. The system electronically determines lodging inventory data of the lodging operator in the domains based on the lodging operator data and electronically generates, based on the lodging stay data and the domain-specific lodging inventory data, lodging occupancy rates of lodging inventory for the one or more of the plurality of domains. Comparing domain-specific lodging inventory data to lodging occupancy rates, as well as considering data indicative of resources received for lodging stays, results in a prediction value being generated regarding future lodging availability and/or an amount of resources recommended for lodging operators to receive for providing lodging stays.

IPC Classes  ?

69.

DYNAMIC LODGING RESOURCE PREDICTION SYSTEM

      
Application Number US2022052408
Publication Number 2023/129357
Status In Force
Filing Date 2022-12-09
Publication Date 2023-07-06
Owner AVALARA, INC. (USA)
Inventor Chan, Andrew Brandon

Abstract

Systems and methods electronically obtain lodging operator data regarding a plurality of sources and corresponding amounts of resources received from the sources for lodging stays. The lodging operator data includes lodging stay data regarding the lodging stays associated with a lodging operator and other data regarding the lodging operator. The system electronically determines lodging inventory data of the lodging operator in the domains based on the lodging operator data and electronically generates, based on the lodging stay data and the domain-specific lodging inventory data, lodging occupancy rates of lodging inventory for the one or more of the plurality of domains. Comparing domain-specific lodging inventory data to lodging occupancy rates, as well as considering data indicative of resources received for lodging stays, results in a prediction value being generated regarding future lodging availability and/or an amount of resources recommended for lodging operators to receive for providing lodging stays.

IPC Classes  ?

70.

DYNAMIC LODGING RESOURCE PREDICTION SYSTEM

      
Application Number 17564061
Status Pending
Filing Date 2021-12-28
First Publication Date 2023-06-29
Owner Avalara, Inc. (USA)
Inventor Chan, Andrew Brandon

Abstract

Systems and methods electronically obtain lodging operator data regarding a plurality of sources and corresponding amounts of resources received from the sources for lodging stays. The lodging operator data includes lodging stay data regarding the lodging stays associated with a lodging operator and other data regarding the lodging operator. The system electronically determines lodging inventory data of the lodging operator in the domains based on the lodging operator data and electronically generates, based on the lodging stay data and the domain-specific lodging inventory data, lodging occupancy rates of lodging inventory for the one or more of the plurality of domains. Comparing domain-specific lodging inventory data to lodging occupancy rates, as well as considering data indicative of resources received for lodging stays, results in a prediction value being generated regarding future lodging availability and/or an amount of resources recommended for lodging operators to receive for providing lodging stays.

IPC Classes  ?

  • G06Q 10/06 - Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
  • G06Q 10/08 - Logistics, e.g. warehousing, loading or distribution; Inventory or stock management

71.

Online service platform (OSP) generating and transmitting on behalf of primary entity to third party proposal of the primary entity while maintaining the primary entity anonymous

      
Application Number 17870520
Grant Number 11671508
Status In Force
Filing Date 2022-07-21
First Publication Date 2023-06-06
Grant Date 2023-06-06
Owner AVALARA, INC. (USA)
Inventor
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abstract

An online software platform (OSP) produces, by applying resource digital rules to previous relationship instance data of a primary entity data associated with one or more secondary entities of the domain, a domain resource regarding the domain. The OSP may then determine, by applying an alignment digital rule of the domain to the relationship instance data and the domain resource, whether or not an alignment condition of the domain is met, which indicates whether resources for relationship instances of the primary entity should have been remitted to the domain. If the alignment condition is not met, then the OSP may assemble proposal components, and communicate some of them to the domain on behalf of the primary entity to remit the resources, without initially communicating those proposal components that would reveal the identity of the primary entity.

IPC Classes  ?

  • H04L 67/53 - Network services using third party service providers
  • H04L 67/562 - Brokering proxy services

72.

SYSTEM FOR ASSISTING SEARCHES FOR CODES CORRESPONDING TO ITEMS USING DECISION TREES

      
Application Number 17984918
Status Pending
Filing Date 2022-11-10
First Publication Date 2023-04-27
Owner Avalara, Inc. (USA)
Inventor Swaminathan, Manoj Mahalingam

Abstract

Systems and methods electronically assist a user in searching for codes corresponding to items by using decision trees. Entities are often required to follow specific rules based on classifications, or codes, corresponding to items. The systems and methods described herein allow entities to easily search for and obtain codes corresponding to entities by facilitating navigation through multiple decision trees by navigating from one decision tree to another.

IPC Classes  ?

73.

Coarse values for estimating less-than-critical resources

      
Application Number 17127205
Grant Number 11632419
Status In Force
Filing Date 2020-12-18
First Publication Date 2023-04-18
Grant Date 2023-04-18
Owner Avalara, Inc. (USA)
Inventor
  • Robles, Aaron Lee
  • Nash, Nikki
  • Janzen, Mark
  • Aggarwal, Rahul
  • Kavounas, Gregory T.
  • Pal, Hemendra

Abstract

Systems and methods electronically produce a local estimate of less-than-critical resources based on a client side version of digital rules and a coarse values received from an online service provider. Although using the client side version of digital rules and the coarse values may not include all the parameters and values needed to provide a fully accurate estimate of the resource, the ability to locally estimate resources without having to make network calls to the online service provider, such as when there are unfavorable conditions or latency of the network, imminent overloading of the online service provider or other operating conditions or demands on the online service provider preventing it from producing a timely more accurate estimate, provides a faster and more efficient way of obtaining a potentially useful estimate of resources.

IPC Classes  ?

  • H04L 67/10 - Protocols in which an application is distributed across nodes in the network
  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

74.

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

      
Application Number 17071823
Grant Number 11605136
Status In Force
Filing Date 2020-10-15
First Publication Date 2023-03-14
Grant Date 2023-03-14
Owner AVALARA, INC. (USA)
Inventor
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.

Abstract

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.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06Q 40/10 - Tax strategies
  • G06F 16/21 - Design, administration or maintenance of databases
  • G06Q 30/018 - Certifying business or products
  • G06Q 30/0601 - Electronic shopping [e-shopping]

75.

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

      
Document Number 03222276
Status Pending
Filing Date 2022-06-15
Open to Public Date 2022-12-22
Owner AVALARA, INC. (USA)
Inventor
  • Rose, Bilkay
  • Janzen, Mark
  • Agrawal, Naveen Kumar
  • Gulsen, Denis
  • Kavounas, Gregory T.
  • Genest, Heidi
  • Van Der Hoeven, Erik
  • Barney, Tracy
  • Seidl, Yvonne
  • Seely, Scott
  • Goldschmidt, Thomas

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.

IPC Classes  ?

  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

76.

SYSTEM FOR ASSISTING SEARCHES FOR CODES CORRESPONDING TO ITEMS USING DECISION TREES

      
Application Number US2022033301
Publication Number 2022/266013
Status In Force
Filing Date 2022-06-13
Publication Date 2022-12-22
Owner AVALARA, INC. (USA)
Inventor Swaminathan, Manoj Mahalingam

Abstract

Systems and methods electronically assist a user in searching for codes corresponding to items by using decision trees. Entities are often required to follow specific rules based on classifications, or codes, corresponding to items. The systems and methods described herein allow entities to easily search for and obtain codes corresponding to entities by facilitating navigation through multiple decision trees by navigating from one decision tree to another.

IPC Classes  ?

  • G06F 16/901 - Indexing; Data structures therefor; Storage structures

77.

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

      
Application Number US2022033686
Publication Number 2022/266260
Status In Force
Filing Date 2022-06-15
Publication Date 2022-12-22
Owner AVALARA, INC. (USA)
Inventor
  • Rose, Bilkay
  • Janzen, Mark
  • Agrawal, Naveen Kumar
  • Gulsen, Denis
  • Kavounas, Gregory T.
  • Genest, Heidi
  • Van Der Hoeven, Erik
  • Barney, Tracy
  • Seidl, Yvonne
  • Seely, Scott
  • Goldschmidt, Thomas

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.

IPC Classes  ?

  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

78.

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

      
Application Number 17840397
Grant Number 11977586
Status In Force
Filing Date 2022-06-14
First Publication Date 2022-12-15
Grant Date 2024-05-07
Owner AVALARA, INC. (USA)
Inventor
  • Rose, Bilkay
  • Janzen, Mark
  • Agrawal, Naveen Kumar
  • Gulsen, Denis
  • Kavounas, Gregory T.
  • Genest, Heidi
  • Van Der Hoeven, Erik
  • Barney, Tracy
  • Seidl, Yvonne
  • Seely, Scott
  • Goldschmidt, Thomas

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.

IPC Classes  ?

  • G06F 16/93 - Document management systems
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models
  • G06F 16/955 - Retrieval from the web using information identifiers, e.g. uniform resource locators [URL]
  • G06F 21/44 - Program or device authentication

79.

System for assisting searches for codes corresponding to items using decision trees

      
Application Number 17405980
Grant Number 11531447
Status In Force
Filing Date 2021-08-18
First Publication Date 2022-12-15
Grant Date 2022-12-20
Owner AVALARA, INC. (USA)
Inventor Swaminathan, Manoj Mahalingam

Abstract

Systems and methods electronically assist a user in searching for codes corresponding to items by using decision trees. Entities are often required to follow specific rules based on classifications, or codes, corresponding to items. The systems and methods described herein allow entities to easily search for and obtain codes corresponding to entities by facilitating navigation through multiple decision trees by navigating from one decision tree to another.

IPC Classes  ?

80.

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

      
Application Number 16834934
Grant Number 11526950
Status In Force
Filing Date 2020-03-30
First Publication Date 2022-12-13
Grant Date 2022-12-13
Owner Avalara, Inc. (USA)
Inventor
  • Kim, Stefan
  • Nash, Nikki

Abstract

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.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06F 16/23 - Updating

81.

Computation module configured to estimate resource for target point from known resources of dots near the target point

      
Application Number 17402258
Grant Number 11762811
Status In Force
Filing Date 2021-08-13
First Publication Date 2022-12-08
Grant Date 2023-09-19
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abstract

Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.

IPC Classes  ?

  • G06F 16/14 - File systems; File servers - Details of searching files based on file metadata
  • G06Q 40/10 - Tax strategies
  • H04L 67/10 - Protocols in which an application is distributed across nodes in the network

82.

COMPUTATION MODULE CONFIGURED TO ESTIMATE RESOURCE FOR TARGET POINT FROM KNOWN RESOURCES OF DOTS NEAR THE TARGET POINT

      
Document Number 03219178
Status Pending
Filing Date 2022-06-01
Open to Public Date 2022-12-08
Owner AVALARA, INC. (USA)
Inventor
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abstract

Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.

IPC Classes  ?

  • G06F 17/00 - Digital computing or data processing equipment or methods, specially adapted for specific functions
  • G06Q 40/10 - Tax strategies

83.

COMPUTATION MODULE CONFIGURED TO ESTIMATE RESOURCE FOR TARGET POINT FROM KNOWN RESOURCES OF DOTS NEAR THE TARGET POINT

      
Application Number US2022031791
Publication Number 2022/256418
Status In Force
Filing Date 2022-06-01
Publication Date 2022-12-08
Owner AVALARA, INC. (USA)
Inventor
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abstract

Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.

IPC Classes  ?

  • G06Q 30/04 - Billing or invoicing
  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06F 9/50 - Allocation of resources, e.g. of the central processing unit [CPU]

84.

Determining a resource for a place based on three-dimensional coordinates that define the place

      
Application Number 16891033
Grant Number 11508016
Status In Force
Filing Date 2020-06-02
First Publication Date 2022-11-22
Grant Date 2022-11-22
Owner AVALARA, INC. (USA)
Inventor
  • Morrisette, Charles M.
  • Ghule, Rohit
  • Janzen, Mark
  • Kavounas, Gregory T.

Abstract

Receiving a dataset and parsing from the dataset an XP coordinate value on an x-axis, a YP coordinate value on a y-axis, and a ZP coordinate value on a z-axis all within a domain having 3-dimensional features. The x-axis and y-axis are perpendicular and define a horizontal earthbound main surface. The ZP coordinate value is on the z-axis perpendicular to the horizontal earthbound main surface. The XP, YP and ZP define a place associated with a 3-dimensional feature. Stored resource rules for places in the domain are accessed that indicate a first resource if the ZP has a first value, and a second resource if the ZP has a second value. One of the resource rules that applies to the place is identified based on XP, YP and ZP. A resource for the dataset is determined by applying the identified rule. The resource is caused to be transmitted.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • H04W 4/029 - Location-based management or tracking services
  • G06F 16/29 - Geographical information databases
  • G06F 16/2457 - Query processing with adaptation to user needs

85.

Establishing sales tax exemption status in an electronic marketplace environment

      
Application Number 16743107
Grant Number 11468421
Status In Force
Filing Date 2020-01-15
First Publication Date 2022-10-11
Grant Date 2022-10-11
Owner AVALARA, INC. (USA)
Inventor Maselli, Michael J.

Abstract

Embodiments of the invention relate to generating and obtaining multiple exemption certificates for multiple sellers in a single transaction, and methods and systems for performing the same.

IPC Classes  ?

  • G06Q 20/20 - Point-of-sale [POS] network systems
  • G06Q 30/06 - Buying, selling or leasing transactions
  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes

86.

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

      
Application Number 17185732
Grant Number 11463375
Status In Force
Filing Date 2021-02-25
First Publication Date 2022-10-04
Grant Date 2022-10-04
Owner AVALARA, INC. (USA)
Inventor
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abstract

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.

IPC Classes  ?

  • H04L 47/70 - Admission control; Resource allocation
  • G06F 16/28 - Databases characterised by their database models, e.g. relational or object models

87.

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

      
Application Number 16875633
Grant Number 11449779
Status In Force
Filing Date 2020-05-15
First Publication Date 2022-09-20
Grant Date 2022-09-20
Owner AVALARA, INC. (USA)
Inventor
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abstract

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.

IPC Classes  ?

88.

Online software platform (OSP) querying client data about relationship instances for application of permission digital rules in addition to resource digital rules for the relationship instances

      
Application Number 17188910
Grant Number 11403419
Status In Force
Filing Date 2021-03-01
First Publication Date 2022-08-02
Grant Date 2022-08-02
Owner Avalara, Inc. (USA)
Inventor
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abstract

Systems and methods electronically determine whether a dataset is permitted or excluded based on permission digital rules. Primary entities often are required, or choose to, exclude proposed relationship instances with secondary entities. The systems and methods described herein allow permission digital rules to be defined and applied to datasets obtained from secondary entities relating to a proposed relationship instance with the primary entity, and permit or exclude a resource from being produced for the dataset based on the permission digital rules.

IPC Classes  ?

  • G06F 21/00 - Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules

89.

Automated actions for facilitating remitting resources

      
Application Number 17028912
Grant Number 11373222
Status In Force
Filing Date 2020-09-22
First Publication Date 2022-06-28
Grant Date 2022-06-28
Owner Avalara, Inc. (USA)
Inventor
  • Chan, Andrew Brandon
  • Lear, Danielle
  • Mason, Brian K.
  • Fountain, Andrew Z.
  • Chesser, Patrick Collins
  • Hampton, Patrick J.
  • Goldstein, David A.

Abstract

Systems and methods electronically obtain data regarding a plurality of sources and corresponding amounts of resources received from the sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains. For each relationship instance of the plurality of relationship instances: the system electronically identifies a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains and calculates an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate. For each domain of the plurality of domains, the system aggregates a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain. The system may then prepare and send, via a computer network, a reporting document to a system of the domain indicating the aggregated total amount of resources due.

IPC Classes  ?

  • G06Q 30/04 - Billing or invoicing
  • G06Q 30/02 - Marketing; Price estimation or determination; Fundraising
  • G06Q 20/14 - Payment architectures specially adapted for billing systems
  • G06Q 20/40 - Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check of credit lines or negative lists
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes

90.

HOPSCOTCH FLOW

      
Serial Number 97452289
Status Pending
Filing Date 2022-06-10
Owner AVALARA, INC. ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financing services; Accounts receivables financing

91.

HOPSCOTCH FLEX

      
Serial Number 97452290
Status Pending
Filing Date 2022-06-10
Owner AVALARA, INC. ()
NICE Classes  ? 36 - Financial, insurance and real estate services

Goods & Services

Financial information provided by electronic means in the field of lending; Financial services, namely, money lending

92.

ONLINE SOFTWARE PLATFORM (OSP) EXTRACTING DATA OF CLIENT FROM AN ENTERPRISE RESOURCE PLANNING SERVER AND RETURNING A DATA DEPENDENT DETERMINATION RESULT TO THE CLIENT

      
Document Number 03196265
Status Pending
Filing Date 2021-08-31
Open to Public Date 2022-05-12
Owner AVALARA, INC. (USA)
Inventor
  • Wilhelm, Mark
  • Kulkarni, Mrunalini
  • Van Rheenen, Simone
  • Aggarwal, Rahul
  • Santoki, Vimal Shantibhai
  • Janzen, Mark
  • Ghule, Rohit

Abstract

A novel architecture of connections and Graphical User Interfaces (GUIs) is used to facilitate extracting a client business's data that is stored in some locations, and copying it to other locations for further processing according to digital rules.

IPC Classes  ?

  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules
  • G06Q 30/04 - Billing or invoicing

93.

ONLINE SOFTWARE PLATFORM (OSP) EXTRACTING DATA OF CLIENT FROM AN ENTERPRISE RESOURCE PLANNING SERVER AND RETURNING A DATA DEPENDENT DETERMINATION RESULT TO THE CLIENT

      
Application Number US2021048528
Publication Number 2022/098422
Status In Force
Filing Date 2021-08-31
Publication Date 2022-05-12
Owner AVALARA, INC. (USA)
Inventor
  • Wilhelm, Mark
  • Kulkarni, Mrunalini
  • Van Rheenen, Simone
  • Aggarwal, Rahul
  • Santoki, Vimal Shantibhai
  • Janzen, Mark
  • Ghule, Rohit

Abstract

A novel architecture of connections and Graphical User Interfaces (GUIs) is used to facilitate extracting a client business's data that is stored in some locations, and copying it to other locations for further processing according to digital rules.

IPC Classes  ?

  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules
  • G06Q 30/04 - Billing or invoicing

94.

ONLINE SOFTWARE PLATFORM (OSP) EXTRACTING DATA OF CLIENT FOR IMPROVED ON-BOARDING OF THE CLIENT ONTO THE OSP

      
Application Number 17089485
Status Pending
Filing Date 2020-11-04
First Publication Date 2022-05-05
Owner Avalara, Inc. (USA)
Inventor
  • Wilhelm, Mark
  • Kulkarni, Mrunalini
  • Van Rheenen, Simone
  • Aggarwal, Rahul
  • Santoki, Vimal Shantibhai
  • Janzen, Mark
  • Ghule, Rohit

Abstract

A novel architecture of connections and Graphical User Interfaces (GUIs) is used to facilitate extracting a client business's data that is stored in some locations, and copying it to other locations for further processing according to digital rules.

IPC Classes  ?

  • G06F 21/62 - Protecting access to data via a platform, e.g. using keys or access control rules
  • G06F 16/25 - Integrating or interfacing systems involving database management systems
  • G06F 9/451 - Execution arrangements for user interfaces
  • G06Q 30/00 - Commerce
  • G06Q 10/06 - Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
  • G06Q 10/10 - Office automation; Time management

95.

Dynamic graphical user interface (GUI) for custom software rule creation and management

      
Application Number 16709870
Grant Number 11301937
Status In Force
Filing Date 2019-12-10
First Publication Date 2022-04-12
Grant Date 2022-04-12
Owner Avalara, Inc. (USA)
Inventor
  • Bertoglio, Mark D.
  • Agrawal, Naveen Kumar
  • Wilson, Aaron David
  • Kushniruk, Marshal
  • Tsui, Phillip
  • Forsch, Daniel Allen
  • Cabrera, Indira Perdomo

Abstract

Some embodiments of the present disclosure may relate generally to a dynamic graphical user interface (GUI) architecture that helps provide a user-friendly and flexible capability for software users to create and manage software application rules. These rules may help with processing by a software service or software platform. Other embodiments may be disclosed and/or claimed.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06F 9/54 - Interprogram communication
  • G06F 16/901 - Indexing; Data structures therefor; Storage structures

96.

Determining resource per digital rules for first dataset in context of matching it with compatible second dataset

      
Application Number 16900331
Grant Number 11282140
Status In Force
Filing Date 2020-06-12
First Publication Date 2022-03-22
Grant Date 2022-03-22
Owner Avalara, Inc. (USA)
Inventor
  • Kavounas, Gregory T.
  • Janzen, Mark
  • Aggarwal, Rahul
  • Rose, Bilkay

Abstract

An Online Software Platform (OSP) may receive a first dataset from a remote client device, and compute an estimated resource, from the first dataset and also per stored digital rules. The OSP may then communicate an aspect of the resource to the remote client device and receive a confirmation of the first dataset. The OSP may then process the first dataset, for matching it with another dataset, either internally or by outsourcing. Either way, the OSP may establish that the first dataset has been matched with a compatible second dataset. The OSP may then input a resource for the first dataset, which is determined according to stored digital rules. The OSP may further create one or more notifications and documents about the matching and the resource, and make them available to the remote client device or even to the device of another remote entity.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06Q 40/04 - Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
  • G06Q 30/00 - Commerce
  • G06F 16/93 - Document management systems
  • G06Q 20/38 - Payment architectures, schemes or protocols - Details thereof
  • G06F 3/04847 - Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
  • G06F 3/0482 - Interaction with lists of selectable items, e.g. menus

97.

Online interactive notification platform for exploring possible tax nexus and implications

      
Application Number 17523696
Grant Number 12131390
Status In Force
Filing Date 2021-11-10
First Publication Date 2022-03-03
Grant Date 2024-10-29
Owner Avalara, Inc. (USA)
Inventor
  • Wixted, Ellen
  • Powell, Andrew Jesse
  • Catrett, John Paul
  • Rumer, Brock
  • Johnson, Ben Fisher
  • Coleman, Morgan
  • Rodriguez, Salvador Anthony
  • Flora, Tyler
  • Martinez, Jeremy
  • Bloom, Andrew Louis
  • Demyanik, Alexander
  • Grampa, Allison M.

Abstract

In response to receiving a request from a querying entity, such as a seller of goods or services, embodiments of a service engine present to a client computing device of the querying entity a set of queries about goods or services sold by the querying entity and other characteristics of the business of the querying entity. The service engine may intelligently determine which queries to present based on responses to preceding queries. The service engine may then compare the entries in response to the queries against stored rules for a one or more of a plurality of tax jurisdictions, the stored rules being about establishing nexus for purposes of remitting transaction tax in the certain tax jurisdiction. The service engine may then determine information regarding potential lack of tax compliance of the querying entity based on the comparison, and notify accordingly.

IPC Classes  ?

98.

Online interactive notification platform for exploring possible tax nexus and implications

      
Application Number 16775771
Grant Number 11238542
Status In Force
Filing Date 2020-01-29
First Publication Date 2022-02-01
Grant Date 2022-02-01
Owner Avalara, Inc. (USA)
Inventor
  • Wixted, Ellen
  • Powell, Andrew Jesse
  • Catrett, John Paul
  • Rumer, Brock
  • Johnson, Ben Fisher
  • Coleman, Morgan
  • Rodriguez, Salvador Anthony
  • Flora, Tyler
  • Martinez, Jeremy
  • Bloom, Andrew Louis
  • Demyanik, Alexander Paul
  • Grampa, Allison M.

Abstract

In response to receiving a request from a querying entity, such as a seller of goods or services, embodiments of a service engine present to a client computing device of the querying entity a set of queries about goods or services sold by the querying entity and other characteristics of the business of the querying entity. The service engine may intelligently determine which queries to present based on responses to preceding queries. The service engine may then compare the entries in response to the queries against stored rules for a one or more of a plurality of tax jurisdictions, the stored rules being about establishing nexus for purposes of remitting transaction tax in the certain tax jurisdiction. The service engine may then determine information regarding potential lack of tax compliance of the querying entity based on the comparison, and notify accordingly.

IPC Classes  ?

  • G06Q 40/00 - Finance; Insurance; Tax strategies; Processing of corporate or income taxes
  • G06Q 30/00 - Commerce
  • G06Q 30/06 - Buying, selling or leasing transactions

99.

INDEPENDENTLY PROCURABLE ITEM COMPLIANCE INFORMATION

      
Document Number 03184436
Status Pending
Filing Date 2021-07-22
Open to Public Date 2022-01-27
Owner AVALARA, INC. (USA)
Inventor Wiggs, Jonathan L.

Abstract

Systems and methods electronically provide information regarding digital rules related to a potential relationship instance. Users often wish to know which digital rules apply to a specified item before engaging in a relationship instance with a host entity regarding the item. The system and methods described herein allow a computing facility to identify an item and receive resource information related to the item and the digital rules applicable to the item.

IPC Classes  ?

  • G06F 17/00 - Digital computing or data processing equipment or methods, specially adapted for specific functions
  • G06F 16/903 - Querying
  • G06V 20/62 - Text, e.g. of license plates, overlay texts or captions on TV images
  • G06V 20/64 - Three-dimensional objects
  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G02B 27/01 - Head-up displays
  • G06K 7/10 - Methods or arrangements for sensing record carriers by corpuscular radiation
  • G06K 7/14 - Methods or arrangements for sensing record carriers by corpuscular radiation using light without selection of wavelength, e.g. sensing reflected white light

100.

Independently procurable item compliance information

      
Application Number 17217843
Grant Number 11710165
Status In Force
Filing Date 2021-03-30
First Publication Date 2022-01-27
Grant Date 2023-07-25
Owner Avalara, Inc. (USA)
Inventor Wiggs, Jonathan L

Abstract

Systems and methods electronically provide information regarding digital rules related to a potential relationship instance. Users often wish to know which digital rules apply to a specified item before engaging in a relationship instance with a host entity regarding the item. The system and methods described herein allow a computing facility to identify an item and receive resource information related to the item and the digital rules applicable to the item.

IPC Classes  ?

  • G06Q 30/06 - Buying, selling or leasing transactions
  • G06Q 10/08 - Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
  • G06Q 20/20 - Point-of-sale [POS] network systems
  • G06N 20/00 - Machine learning
  • G06V 20/00 - Scenes; Scene-specific elements
  • G06K 7/10 - Methods or arrangements for sensing record carriers by corpuscular radiation
  • G06K 7/14 - Methods or arrangements for sensing record carriers by corpuscular radiation using light without selection of wavelength, e.g. sensing reflected white light
  • G06T 11/00 - 2D [Two Dimensional] image generation
  • H04L 67/12 - Protocols specially adapted for proprietary or special-purpose networking environments, e.g. medical networks, sensor networks, networks in vehicles or remote metering networks
  • G06Q 30/0601 - Electronic shopping [e-shopping]
  • G06Q 10/087 - Inventory or stock management, e.g. order filling, procurement or balancing against orders
  • G06F 18/214 - Generating training patterns; Bootstrap methods, e.g. bagging or boosting
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