Avalara, Inc.

États‑Unis d’Amérique

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Type PI
        Brevet 139
        Marque 45
Juridiction
        États-Unis 140
        International 22
        Europe 13
        Canada 9
Date
Nouveautés (dernières 4 semaines) 1
2026 février (MACJ) 1
2025 décembre 2
2025 octobre 2
2026 (AACJ) 1
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Classe IPC
G06Q 40/12 - Comptabilité 24
G06Q 40/10 - Stratégies fiscales 20
G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet 17
G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu 17
G06N 20/00 - Apprentissage automatique 12
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Classe NICE
35 - Publicité; Affaires commerciales 33
42 - Services scientifiques, technologiques et industriels, recherche et conception 30
38 - Services de télécommunications 23
09 - Appareils et instruments scientifiques et électriques 13
36 - Services financiers, assurances et affaires immobilières 9
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Statut
En Instance 24
Enregistré / En vigueur 160
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1.

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

      
Numéro d'application 19352956
Statut En instance
Date de dépôt 2025-10-08
Date de la première publication 2026-02-05
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Swaminathan, Manoj Mahalingam

Abrégé

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.

Classes IPC  ?

  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06F 3/14 - Sortie numérique vers un dispositif de visualisation
  • G06F 16/245 - Traitement des requêtes

2.

HAVE YOUR AGENT CALL OUR AGENT

      
Numéro de série 99536351
Statut En instance
Date de dépôt 2025-12-08
Propriétaire Avalara, Inc. ()
Classes de Nice  ? 35 - Publicité; Affaires commerciales

Produits et services

Tax regulatory compliance and consultation services; Automated tax regulatory compliance and consultation services rendered using artificial intelligence (AI); Automated tax regulatory compliance and consultation services featuring tax management, tax calculation, exemption certificate management compliance, tax research, tax return preparation, invoicing, electronic invoicing and preparing tax reports, tax notice management, business management and consultation services in the field of sales tax nexus determinations, sales and use tax registrations and compliance services, lodging tax compliance relating to lodging licenses, property tax management, compliance services relating to the collection of money owed for taxes and payment processing in the field of sales tax and financial record keeping relating to point of sale (POS) returns, facilitation of cross-border transactions in the nature of compliance services in regards to import duty taxes and cross-border shipment of goods, tax compliance services relating to cross-border restrictions, preparing of value-added tax (VAT) returns, compliance services relating to excise taxes and preparing excise tax returns, sales and use tax compliance relating to import transactions, preparation of lodging tax compliance returns, all of the foregoing rendered using artificial intelligence (AI) compliance agents

3.

AGENTIC TAX AND COMPLIANCE

      
Numéro de série 99536321
Statut En instance
Date de dépôt 2025-12-08
Propriétaire Avalara, Inc. ()
Classes de Nice  ? 35 - Publicité; Affaires commerciales

Produits et services

Tax regulatory compliance and consultation services; Automated tax regulatory compliance and consultation services rendered using artificial intelligence (AI); Automated tax regulatory compliance and consultation services featuring tax management, tax calculation, exemption certificate management compliance, tax research, tax return preparation, invoicing, electronic invoicing and preparing tax reports, tax notice management, business management and consultation services in the field of sales tax nexus determinations, sales and use tax registrations and compliance services, lodging tax compliance relating to lodging licenses, property tax management, compliance services relating to the collection of money owed for taxes and payment processing in the field of sales tax and financial record keeping relating to point of sale (POS) returns, facilitation of cross-border transactions in the nature of compliance services in regards to import duty taxes and cross-border shipment of goods, tax compliance services relating to cross-border restrictions, preparing of value-added tax (VAT) returns, compliance services relating to excise taxes and preparing excise tax returns, sales and use tax compliance relating to import transactions, preparation of lodging tax compliance returns, all of the foregoing rendered using artificial intelligence (AI) compliance agents

4.

SOFTWARE SERVICE PLATFORM

      
Numéro d'application 19257216
Statut En instance
Date de dépôt 2025-07-01
Date de la première publication 2025-10-23
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Vishwakarma, Ramashish Ramprakash

Abrégé

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

Classes IPC  ?

  • H04L 41/50 - Gestion des services réseau, p. ex. en assurant une bonne réalisation du service conformément aux accords
  • G06F 9/54 - Communication interprogramme
  • G06F 16/14 - Détails de la recherche de fichiers basée sur les métadonnées des fichiers
  • H04L 41/5041 - Gestion des services réseau, p. ex. en assurant une bonne réalisation du service conformément aux accords caractérisée par la relation temporelle entre la création et le déploiement d’un service

5.

COMPLIANCE DOCUMENT CREATION, MODIFICATION, AND PROVISIONING

      
Numéro d'application 19248229
Statut En instance
Date de dépôt 2025-06-24
Date de la première publication 2025-10-16
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Maselli, Michael J.
  • Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation
  • G06Q 10/10 - BureautiqueGestion du temps
  • G06Q 10/30 - Administration du recyclage ou de l’élimination des produits
  • G06Q 50/18 - Services juridiques

6.

Online service provider (OSP) producing resource for relationship instance, preparing digital exhibit that reports the resource, storing it, inputting access indicator about it, and sending the access indicator

      
Numéro d'application 18173021
Numéro de brevet 12425410
Statut Délivré - en vigueur
Date de dépôt 2023-02-22
Date de la première publication 2025-09-23
Date d'octroi 2025-09-23
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Fishman, Jayme
  • Chan, Andrew Brandon
  • Kavounas, Gregory T.

Abrégé

In embodiments, an Online Software Platform (OSP) receives a dataset about a relationship instance between a primary entity and a secondary entity. The OSP parses the dataset to identify a certain domain that is associated with the primary entity or the secondary entity. The OSP selects a file template associated with the certain domain, and identifies a requirement mentioned in the selected file template. The OSP selects a digital resource rule responsive to the dataset, and produces a resource by applying the selected digital resource rule to the dataset. The OSP prepares, from the selected file template, a digital exhibit that is arranged to report the resource as answering the identified requirement. The OSP then sends to another device a notification that includes an access indicator adapted to facilitate viewing the digital exhibit.

Classes IPC  ?

  • H04L 9/40 - Protocoles réseaux de sécurité
  • G06K 7/14 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire utilisant la lumière sans sélection des longueurs d'onde, p. ex. lecture de la lumière blanche réfléchie

7.

SUMMARIZATION AND PERSONALIZATION OF BIG DATA METHOD AND APPARATUS

      
Numéro d'application 19219366
Statut En instance
Date de dépôt 2025-05-27
Date de la première publication 2025-09-11
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Selvam, Praveen
  • Parthasarathy, Sanjay
  • Kalikivayi, Satyanarayana Rao

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06Q 10/087 - Gestion d’inventaires ou de stocks, p. ex. exécution des commandes, approvisionnement ou régularisation par rapport aux commandes
  • G06Q 30/0201 - Modélisation du marchéAnalyse du marchéCollecte de données du marché
  • G06Q 30/0202 - Prédictions ou prévisions du marché pour les activités commerciales

8.

Digital document organizer service

      
Numéro d'application 18045412
Numéro de brevet 12400014
Statut Délivré - en vigueur
Date de dépôt 2022-10-10
Date de la première publication 2025-08-26
Date d'octroi 2025-08-26
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Whyte, Gavin
  • Chan, Samantha
  • Boulus, Albert Michael
  • Lowy, Meir
  • Nove, Henry
  • Maselli, Michael J.
  • Brach, Abraham
  • Seely, Scott
  • Agrawal, Naveen Kumar

Abrégé

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

Classes IPC  ?

  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès
  • G06F 16/955 - Recherche dans le Web utilisant des identifiants d’information, p. ex. des localisateurs uniformisés de ressources [uniform resource locators - URL]

9.

Digitally watermarking resources produced by an online software platform based on applying one or more resource digital rules

      
Numéro d'application 18757202
Numéro de brevet 12388941
Statut Délivré - en vigueur
Date de dépôt 2024-06-27
Date de la première publication 2025-08-12
Date d'octroi 2025-08-12
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Ungerman, Anthony

Abrégé

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.

Classes IPC  ?

  • H04N 1/32 - Circuits ou dispositions pour la commande ou le contrôle entre l'émetteur et le récepteur
  • G06T 1/00 - Traitement de données d'image, d'application générale

10.

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

      
Numéro d'application 18237819
Numéro de brevet 12374463
Statut Délivré - en vigueur
Date de dépôt 2023-08-24
Date de la première publication 2025-07-29
Date d'octroi 2025-07-29
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abrégé

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.

Classes IPC  ?

  • G16H 50/20 - TIC spécialement adaptées au diagnostic médical, à la simulation médicale ou à l’extraction de données médicalesTIC spécialement adaptées à la détection, au suivi ou à la modélisation d’épidémies ou de pandémies pour le diagnostic assisté par ordinateur, p. ex. basé sur des systèmes experts médicaux
  • G16H 50/30 - TIC spécialement adaptées au diagnostic médical, à la simulation médicale ou à l’extraction de données médicalesTIC spécialement adaptées à la détection, au suivi ou à la modélisation d’épidémies ou de pandémies pour le calcul des indices de santéTIC spécialement adaptées au diagnostic médical, à la simulation médicale ou à l’extraction de données médicalesTIC spécialement adaptées à la détection, au suivi ou à la modélisation d’épidémies ou de pandémies pour l’évaluation des risques pour la santé d’une personne

11.

SYSTEMS AND METHODS FOR ELECTRONICALLY TRACKING CLIENT DATA

      
Numéro d'application 19063081
Statut En instance
Date de dépôt 2025-02-25
Date de la première publication 2025-07-24
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Janzen, Mark

Abrégé

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.

Classes IPC  ?

  • G06F 16/11 - Administration des systèmes de fichiers, p. ex. détails de l’archivage ou d’instantanés
  • G06F 16/38 - Recherche caractérisée par l’utilisation de métadonnées, p. ex. de métadonnées ne provenant pas du contenu ou de métadonnées générées manuellement
  • G06F 40/117 - ÉtiquetageAnnotation Désignation de blocChoix des attributs

12.

Selected resource computation for mobile employees

      
Numéro d'application 18403609
Numéro de brevet 12361349
Statut Délivré - en vigueur
Date de dépôt 2024-01-03
Date de la première publication 2025-07-15
Date d'octroi 2025-07-15
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Frantz, Henry H.
  • White, Merianne K.
  • Harrenstein, Nathan
  • Halverson, Kevin Robert
  • Novoa, Manuela Dorado
  • Ward, Kohn Fletcher
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06Q 10/00 - AdministrationGestion
  • G06F 9/54 - Communication interprogramme
  • G06F 16/909 - Recherche caractérisée par l’utilisation de métadonnées, p. ex. de métadonnées ne provenant pas du contenu ou de métadonnées générées manuellement utilisant des informations géographiques ou spatiales, p. ex. la localisation
  • G06Q 10/0631 - Planification, affectation, distribution ou ordonnancement de ressources d’entreprises ou d’organisations
  • G06Q 10/1091 - Enregistrement du temps à des fins administratives ou de gestion
  • G06Q 40/12 - Comptabilité

13.

SOURCING, EXTRACTING, ORGANIZING AND PUBLISHING CONTENT AND DIGITAL RULES FOR CONSUMPTION BY SERVICE ENGINES FOR PRODUCING RESOURCES

      
Numéro d'application US2024062073
Numéro de publication 2025/145015
Statut Délivré - en vigueur
Date de dépôt 2024-12-27
Date de publication 2025-07-03
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Subramanian, Venkatesan
  • Reza, Sayeed
  • Lingerfelt, David
  • Seshan, Manoj Nataraj

Abrégé

Disclosed are systems and methods for automated sourcing, extracting, organizing and publishing content and digital rules for consumption by service engines. A content management platform electronically crawls multiple remote data sites concurrently over a network to obtain current data. The platform detects changes from previous data and determines, using a machine learning model, whether detected changes are relevant for updating content or digital rules for producing resources associated with relationship instances. The platform extracts portions of relevant data and associates them with aspects of digital rules. The platform organizes the data by updating databases with new versions of rules based on the associations, enabling multiple service engines to concurrently consume updated rules. The platform also translates relevant portions from narrative text into machine-readable code consumable via an API by service engines for producing resources associated with relationship instances.

Classes IPC  ?

  • G06F 16/951 - IndexationTechniques d’exploration du Web
  • G06F 16/958 - Organisation ou gestion de contenu de sites Web, p. ex. publication, conservation de pages ou liens automatiques

14.

Automated systems and methods for an electronic ledger

      
Numéro d'application 18221744
Numéro de brevet 12321993
Statut Délivré - en vigueur
Date de dépôt 2023-07-13
Date de la première publication 2025-06-03
Date d'octroi 2025-06-03
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 20/00 - Architectures, schémas ou protocoles de paiement
  • G06F 9/451 - Dispositions d’exécution pour interfaces utilisateur
  • G06F 16/27 - Réplication, distribution ou synchronisation de données entre bases de données ou dans un système de bases de données distribuéesArchitectures de systèmes de bases de données distribuées à cet effet
  • G06Q 20/02 - Architectures, schémas ou protocoles de paiement impliquant un tiers neutre, p. ex. une autorité de certification, un notaire ou un tiers de confiance
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives
  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 40/12 - Comptabilité
  • G06Q 50/00 - Technologies de l’information et de la communication [TIC] spécialement adaptées à la mise en œuvre des procédés d’affaires d’un secteur particulier d’activité économique, p. ex. aux services d’utilité publique ou au tourisme
  • H04L 9/06 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité l'appareil de chiffrement utilisant des registres à décalage ou des mémoires pour le codage par blocs, p. ex. système DES
  • H04L 9/32 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité comprenant des moyens pour vérifier l'identité ou l'autorisation d'un utilisateur du système
  • H04L 9/40 - Protocoles réseaux de sécurité
  • G06Q 30/0645 - Transactions de locationTransactions de crédit-bail
  • G06Q 50/12 - Hôtellerie ou restauration
  • G06Q 50/26 - Services gouvernementaux ou services publics

15.

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

      
Numéro d'application 19040673
Statut En instance
Date de dépôt 2025-01-29
Date de la première publication 2025-05-29
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abrégé

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.

Classes IPC  ?

  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès
  • G06F 16/9537 - Recherche à dépendance spatiale ou temporelle, p. ex. requêtes spatio-temporelles

16.

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

      
Numéro d'application 19032817
Statut En instance
Date de dépôt 2025-01-21
Date de la première publication 2025-05-22
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abrégé

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.

Classes IPC  ?

17.

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

      
Numéro d'application 19013891
Statut En instance
Date de dépôt 2025-01-08
Date de la première publication 2025-05-08
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

  • G06F 16/93 - Systèmes de gestion de documents
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/955 - Recherche dans le Web utilisant des identifiants d’information, p. ex. des localisateurs uniformisés de ressources [uniform resource locators - URL]
  • G06F 21/44 - Authentification de programme ou de dispositif

18.

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

      
Numéro d'application 18048371
Numéro de brevet 12282968
Statut Délivré - en vigueur
Date de dépôt 2022-10-20
Date de la première publication 2025-04-22
Date d'octroi 2025-04-22
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Morrisette, Charles M.
  • Ghule, Rohit
  • Janzen, Mark
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06Q 40/10 - Stratégies fiscales
  • G06F 16/2457 - Traitement des requêtes avec adaptation aux besoins de l’utilisateur
  • G06F 16/29 - Bases de données d’informations géographiques
  • H04W 4/029 - Services de gestion ou de suivi basés sur la localisation

19.

Customs duty and tax estimation according to indicated risk tolerance

      
Numéro d'application 18435765
Numéro de brevet 12277583
Statut Délivré - en vigueur
Date de dépôt 2024-02-07
Date de la première publication 2025-04-15
Date d'octroi 2025-04-15
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Nistor, Adrian
  • Reed, Craig Evan
  • Morgan, Amy E.
  • Kempe, David
  • Withers, Mark Alan
  • Vilis, Jurgis Kp

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/953 - Requêtes, p. ex. en utilisant des moteurs de recherche du Web
  • G06Q 30/04 - Facturation
  • G06Q 40/10 - Stratégies fiscales
  • H04L 67/01 - Protocoles

20.

VARIANCE MANAGEMENT SYSTEMS AND METHODS FOR GENERATING RESOURCE CALCULATIONS

      
Numéro d'application US2024049660
Numéro de publication 2025/076136
Statut Délivré - en vigueur
Date de dépôt 2024-10-02
Date de publication 2025-04-10
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Kure, Peter
  • Davasia, Charisma
  • Ermak, Michael
  • Penfold, Joshua
  • Reed, Craig Evan

Abrégé

Variance management systems and methods for generating resource calculations are described. In some examples, an item in a transaction may be classified at the time of the transaction. A resource calculation may be generated based on the classification. Another resource calculation may be generated using a classification made after the transaction. Ultimately, a resource calculation may be made by a third party and assessed. There may be variance between these resource calculations. Examples described herein modify resource calculations to manage variance.

Classes IPC  ?

  • G06Q 10/0631 - Planification, affectation, distribution ou ordonnancement de ressources d’entreprises ou d’organisations
  • G06Q 10/0637 - Gestion ou analyse stratégiques, p. ex. définition d’un objectif ou d’une cible pour une organisationPlanification des actions en fonction des objectifsAnalyse ou évaluation de l’efficacité des objectifs
  • G06Q 40/10 - Stratégies fiscales

21.

PRODUCING RESOURCES ACCORDING TO HANDLING SETTINGS FOR SELECTIVELY ADDING RESOURCES PRODUCED BY ONLINE SOFTWARE PLATFORM (OSP)

      
Numéro d'application US2024028500
Numéro de publication 2025/071686
Statut Délivré - en vigueur
Date de dépôt 2024-05-09
Date de publication 2025-04-03
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

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

Classes IPC  ?

  • G06F 9/54 - Communication interprogramme
  • G06F 16/215 - Amélioration de la qualité des donnéesNettoyage des données, p. ex. déduplication, suppression des entrées non valides ou correction des erreurs typographiques
  • G06Q 10/10 - BureautiqueGestion du temps

22.

ONLINE SOFTWARE PLATFORM (OSP) REPORTING PERIODICALLY TO DOMAIN BASED ON CUMULATIVE BASE VALUES OF RECEIVED DATASETS, AND CHANGING THE FREQUENCY OF REPORTING BASED ON THE CUMULATIVE BASE VALUES

      
Numéro d'application US2024048945
Numéro de publication 2025/072735
Statut Délivré - en vigueur
Date de dépôt 2024-09-27
Date de publication 2025-04-03
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

An embodiment is a method performed by a computer system of an online software platform (OSP). The method includes receiving, via a network, a set of datasets of relationship instances that are associated with a primary entity, a domain from a plurality of domains, and a time period and maintaining a cumulative base value associated with the primary entity, the domain, and the time period. The method further includes responsive to determining that the cumulative base value exceeds a predefined threshold value, changing a reporting period length associated with the primary entity and the domain from a first reporting period length to a second reporting period length that is shorter than the first reporting period length and causing a report to be prepared and transmitted via the network to a computer system of the domain using the second reporting period length.

Classes IPC  ?

23.

ONLINE SOFTWARE PLATFORM (OSP) MONITORING RECENT DATA OF USER FOR A DOMAIN, AND REACTING TO DISCONTINUITY OF THE RECENT DATA FROM HISTORICAL DATA OF THE USER FOR THE DOMAIN

      
Numéro d'application US2024048947
Numéro de publication 2025/072737
Statut Délivré - en vigueur
Date de dépôt 2024-09-27
Date de publication 2025-04-03
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

A method performed by a computer system of an online software platform (OSP). The method includes receiving, via a network, a first set of datasets of relationship instances that are associated with a domain from a plurality of domains and a first time period, identifying patterns in the first set of datasets with respect to one or more monitored parameters, receiving, via the network, a second set of datasets of relationship instances that are associated with an entity, the domain, and a second time period that comes after the first time period, determining whether a discontinuity exists in the second set of datasets with respect to the one or more monitored parameters based on comparing values corresponding to the one or more monitored parameters in the second set of datasets against the patterns, and performing a reactive action responsive to determining that the discontinuity exists.

Classes IPC  ?

  • G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie
  • G06N 20/00 - Apprentissage automatique
  • G06Q 40/10 - Stratégies fiscales
  • G06F 11/07 - Réaction à l'apparition d'un défaut, p. ex. tolérance de certains défauts

24.

ONLINE SOFTWARE PLATFORM (OSP) REPORTING PERIODICALLY TO DOMAIN BASED ON CUMULATIVE BASE VALUES OF RECEIVED DATASETS, AND CHANGING THE FREQUENCY OF REPORTING BASED ON THE CUMULATIVE BASE VALUES

      
Numéro d'application 18899316
Statut En instance
Date de dépôt 2024-09-27
Date de la première publication 2025-03-27
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

An embodiment is a method performed by a computer system of an online software platform (OSP). The method includes receiving, via a network, a set of datasets of relationship instances that are associated with a primary entity, a domain from a plurality of domains, and a time period and maintaining a cumulative base value associated with the primary entity, the domain, and the time period. The method further includes responsive to determining that the cumulative base value exceeds a predefined threshold value, changing a reporting period length associated with the primary entity and the domain from a first reporting period length to a second reporting period length that is shorter than the first reporting period length and causing a report to be prepared and transmitted via the network to a computer system of the domain using the second reporting period length.

Classes IPC  ?

  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

25.

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

      
Numéro d'application 18659401
Numéro de brevet 12481512
Statut Délivré - en vigueur
Date de dépôt 2024-05-09
Date de la première publication 2025-03-27
Date d'octroi 2025-11-25
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

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

Classes IPC  ?

  • G06F 9/44 - Dispositions pour exécuter des programmes spécifiques
  • G06F 9/445 - Chargement ou démarrage de programme

26.

ONLINE SOFTWARE PLATFORM (OSP) MONITORING RECENT DATA OF USER FOR A DOMAIN, AND REACTING TO DISCONTINUITY OF THE RECENT DATA FROM HISTORICAL DATA OF THE USER FOR THE DOMAIN

      
Numéro d'application 18899331
Statut En instance
Date de dépôt 2024-09-27
Date de la première publication 2025-03-27
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Agrawal, Naveen Kumar

Abrégé

A method performed by a computer system of an online software platform (OSP). The method includes receiving, via a network, a first set of datasets of relationship instances that are associated with a domain from a plurality of domains and a first time period, identifying patterns in the first set of datasets with respect to one or more monitored parameters, receiving, via the network, a second set of datasets of relationship instances that are associated with an entity, the domain, and a second time period that comes after the first time period, determining whether a discontinuity exists in the second set of datasets with respect to the one or more monitored parameters based on comparing values corresponding to the one or more monitored parameters in the second set of datasets against the patterns, and performing a reactive action responsive to determining that the discontinuity exists.

Classes IPC  ?

  • G06F 11/07 - Réaction à l'apparition d'un défaut, p. ex. tolérance de certains défauts

27.

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

      
Numéro d'application 16862303
Numéro de brevet 12254519
Statut Délivré - en vigueur
Date de dépôt 2020-04-29
Date de la première publication 2025-03-18
Date d'octroi 2025-03-18
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kim, Stefan
  • Nash, Nikki

Abrégé

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

Classes IPC  ?

  • G06Q 40/12 - Comptabilité
  • G06Q 10/0631 - Planification, affectation, distribution ou ordonnancement de ressources d’entreprises ou d’organisations
  • G06Q 10/105 - Ressources humaines
  • G06Q 10/1093 - Ordonnancement basé sur un agenda pour des personnes ou des groupes
  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 30/0283 - Estimation ou détermination de prix

28.

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

      
Numéro d'application 18376194
Numéro de brevet 12243099
Statut Délivré - en vigueur
Date de dépôt 2023-10-03
Date de la première publication 2025-03-04
Date d'octroi 2025-03-04
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Janzen, Mark
  • Aggarwal, Rahul
  • Rose, Bilkay

Abrégé

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.

Classes IPC  ?

  • G06F 16/93 - Systèmes de gestion de documents
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06Q 40/10 - Stratégies fiscales
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans

29.

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

      
Numéro d'application 18403567
Numéro de brevet 12242423
Statut Délivré - en vigueur
Date de dépôt 2024-01-03
Date de la première publication 2025-03-04
Date d'octroi 2025-03-04
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Macdonald, Nichol A.
  • Bell, Renai
  • Agrawal, Naveen Kumar
  • Rao, Nandan
  • Kavounas, Gregory T.

Abrégé

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

Classes IPC  ?

  • G06F 16/00 - Recherche d’informationsStructures de bases de données à cet effetStructures de systèmes de fichiers à cet effet
  • G06F 9/54 - Communication interprogramme
  • G06F 16/17 - Détails d’autres fonctions de systèmes de fichiers
  • G06F 16/174 - Élimination de redondances par le système de fichiers
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/953 - Requêtes, p. ex. en utilisant des moteurs de recherche du Web

30.

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

      
Numéro d'application 18237820
Numéro de brevet 12236366
Statut Délivré - en vigueur
Date de dépôt 2023-08-24
Date de la première publication 2025-02-25
Date d'octroi 2025-02-25
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abrégé

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.

Classes IPC  ?

  • G06N 5/04 - Modèles d’inférence ou de raisonnement
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06N 5/02 - Représentation de la connaissanceReprésentation symbolique
  • G06N 20/00 - Apprentissage automatique
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente

31.

Automatically starting activities upon crossing threshold

      
Numéro d'application 18503953
Numéro de brevet 12216660
Statut Délivré - en vigueur
Date de dépôt 2023-11-07
Date de la première publication 2025-02-04
Date d'octroi 2025-02-04
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Nash, Nikki
  • Kavounas, Gregory T.
  • Kim, Stefan
  • Robles, Aaron Lee
  • Erdman, Robert
  • Withers, Mark Alan
  • Diekmann, Tim

Abrégé

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.

Classes IPC  ?

  • G06F 16/2455 - Exécution des requêtes
  • G06F 16/248 - Présentation des résultats de requêtes
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

32.

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

      
Numéro d'application 18529740
Numéro de brevet 12197428
Statut Délivré - en vigueur
Date de dépôt 2023-12-05
Date de la première publication 2025-01-14
Date d'octroi 2025-01-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Van Dooren, Pascal Patrice
  • Hess, Kevin James
  • Kendall, Barnabas

Abrégé

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.

Classes IPC  ?

  • G06F 16/23 - Mise à jour
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06Q 30/0204 - Segmentation du marché
  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 40/12 - Comptabilité
  • G06Q 50/26 - Services gouvernementaux ou services publics

33.

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

      
Numéro d'application 18210521
Numéro de brevet 12197616
Statut Délivré - en vigueur
Date de dépôt 2023-06-15
Date de la première publication 2025-01-14
Date d'octroi 2025-01-14
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abrégé

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.

Classes IPC  ?

  • G06F 21/00 - Dispositions de sécurité pour protéger les calculateurs, leurs composants, les programmes ou les données contre une activité non autorisée
  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès

34.

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

      
Numéro d'application 18824710
Statut En instance
Date de dépôt 2024-09-04
Date de la première publication 2024-12-26
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abrégé

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.

Classes IPC  ?

  • H04L 67/53 - Services réseau en utilisant des fournisseurs tiers de services
  • H04L 67/562 - Courtage des services de mandataires

35.

Automated systems and methods for an electronic ledger

      
Numéro d'application 18221741
Numéro de brevet 12165219
Statut Délivré - en vigueur
Date de dépôt 2023-07-13
Date de la première publication 2024-12-10
Date d'octroi 2024-12-10
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 20/00 - Architectures, schémas ou protocoles de paiement
  • G06F 9/451 - Dispositions d’exécution pour interfaces utilisateur
  • G06F 16/27 - Réplication, distribution ou synchronisation de données entre bases de données ou dans un système de bases de données distribuéesArchitectures de systèmes de bases de données distribuées à cet effet
  • G06Q 20/02 - Architectures, schémas ou protocoles de paiement impliquant un tiers neutre, p. ex. une autorité de certification, un notaire ou un tiers de confiance
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives
  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 40/12 - Comptabilité
  • G06Q 50/00 - Technologies de l’information et de la communication [TIC] spécialement adaptées à la mise en œuvre des procédés d’affaires d’un secteur particulier d’activité économique, p. ex. aux services d’utilité publique ou au tourisme
  • H04L 9/06 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité l'appareil de chiffrement utilisant des registres à décalage ou des mémoires pour le codage par blocs, p. ex. système DES
  • H04L 9/32 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité comprenant des moyens pour vérifier l'identité ou l'autorisation d'un utilisateur du système
  • H04L 9/40 - Protocoles réseaux de sécurité
  • G06Q 30/0645 - Transactions de locationTransactions de crédit-bail
  • G06Q 50/12 - Hôtellerie ou restauration
  • G06Q 50/26 - Services gouvernementaux ou services publics

36.

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

      
Numéro d'application 18210585
Numéro de brevet 12166693
Statut Délivré - en vigueur
Date de dépôt 2023-06-15
Date de la première publication 2024-12-10
Date d'octroi 2024-12-10
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abrégé

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.

Classes IPC  ?

  • H04L 47/70 - Contrôle d'admissionAllocation des ressources
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

37.

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

      
Numéro d'application US2024029141
Numéro de publication 2024/238493
Statut Délivré - en vigueur
Date de dépôt 2024-05-13
Date de publication 2024-11-21
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Chan, Andrew Brandon
  • Maselli, Michael J.
  • Vilis, Jurgis
  • Goldschmidt, Thomas
  • Nicolov, Nicolas

Abrégé

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.

Classes IPC  ?

  • G06F 16/50 - Recherche d’informationsStructures de bases de données à cet effetStructures de systèmes de fichiers à cet effet de données d’images fixes
  • G06N 20/00 - Apprentissage automatique
  • G06Q 10/083 - Expédition
  • G06Q 30/04 - Facturation
  • G06Q 30/0601 - Commerce électronique [e-commerce]

38.

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

      
Numéro d'application 18210487
Numéro de brevet 12136129
Statut Délivré - en vigueur
Date de dépôt 2023-06-15
Date de la première publication 2024-11-05
Date d'octroi 2024-11-05
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kim, Stefan
  • Nash, Nikki

Abrégé

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.

Classes IPC  ?

39.

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

      
Numéro d'application 18762356
Numéro de brevet 12386595
Statut Délivré - en vigueur
Date de dépôt 2024-07-02
Date de la première publication 2024-10-24
Date d'octroi 2025-08-12
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06F 8/30 - Création ou génération de code source
  • G06F 16/245 - Traitement des requêtes
  • G06Q 20/20 - Systèmes de réseaux présents sur les points de vente

40.

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

      
Numéro d'application 18210500
Numéro de brevet 12125113
Statut Délivré - en vigueur
Date de dépôt 2023-06-15
Date de la première publication 2024-10-22
Date d'octroi 2024-10-22
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kim, Stefan
  • Nash, Nikki

Abrégé

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.

Classes IPC  ?

41.

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

      
Numéro d'application 18504073
Numéro de brevet 12107729
Statut Délivré - en vigueur
Date de dépôt 2023-11-07
Date de la première publication 2024-10-01
Date d'octroi 2024-10-01
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Fishman, Jayme
  • Chan, Andrew Brandon
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06F 15/177 - Commande d'initialisation ou de configuration
  • G06K 7/14 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire utilisant la lumière sans sélection des longueurs d'onde, p. ex. lecture de la lumière blanche réfléchie
  • H04L 41/084 - Configuration en utilisant des informations préexistantes, p. ex. en utilisant des gabarits ou en copiant à partir d’autres éléments
  • H04L 41/0895 - Configuration de réseaux ou d’éléments virtualisés, p. ex. fonction réseau virtualisée ou des éléments du protocole OpenFlow

42.

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

      
Numéro d'application 17749751
Numéro de brevet 12095881
Statut Délivré - en vigueur
Date de dépôt 2022-05-20
Date de la première publication 2024-09-17
Date d'octroi 2024-09-17
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Turner, Mac
  • Erdman, Robert
  • Kim, Stefan
  • Bartz, Angela
  • Seely, Scott

Abrégé

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.

Classes IPC  ?

  • G06F 15/16 - Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p. ex. pour le traitement simultané de plusieurs programmes
  • H04L 67/51 - Découverte ou gestion de ceux-ci, p. ex. protocole de localisation de service [SLP] ou services du Web
  • H04L 67/561 - Ajout de données fonctionnelles à l’application ou de données de commande de l’application, p. ex. métadonnées
  • H04L 67/566 - Regroupement ou agrégation de demandes de service, p. ex. pour un traitement unifié

43.

Software service platform

      
Numéro d'application 18618624
Numéro de brevet 12381792
Statut Délivré - en vigueur
Date de dépôt 2024-03-27
Date de la première publication 2024-08-22
Date d'octroi 2025-08-05
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Vishwakarma, Ramashish Ramprakash

Abrégé

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

Classes IPC  ?

  • H04L 41/50 - Gestion des services réseau, p. ex. en assurant une bonne réalisation du service conformément aux accords
  • G06F 9/54 - Communication interprogramme
  • G06F 16/14 - Détails de la recherche de fichiers basée sur les métadonnées des fichiers
  • H04L 41/5041 - Gestion des services réseau, p. ex. en assurant une bonne réalisation du service conformément aux accords caractérisée par la relation temporelle entre la création et le déploiement d’un service

44.

Summarization and personalization of big data method and apparatus

      
Numéro d'application 18427450
Numéro de brevet 12346946
Statut Délivré - en vigueur
Date de dépôt 2024-01-30
Date de la première publication 2024-08-22
Date d'octroi 2025-07-01
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Selvam, Praveen
  • Parthasarathy, Sanjay
  • Kalikivayi, Satyanarayana Rao

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06Q 10/087 - Gestion d’inventaires ou de stocks, p. ex. exécution des commandes, approvisionnement ou régularisation par rapport aux commandes
  • G06Q 30/0201 - Modélisation du marchéAnalyse du marchéCollecte de données du marché
  • G06Q 30/0202 - Prédictions ou prévisions du marché pour les activités commerciales

45.

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

      
Numéro d'application 17564182
Numéro de brevet 12061879
Statut Délivré - en vigueur
Date de dépôt 2021-12-28
Date de la première publication 2024-08-13
Date d'octroi 2024-08-13
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T

Abrégé

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.

Classes IPC  ?

  • G06F 8/30 - Création ou génération de code source
  • G06F 16/245 - Traitement des requêtes
  • G06Q 20/20 - Systèmes de réseaux présents sur les points de vente

46.

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

      
Numéro d'application 18205422
Numéro de brevet 12052400
Statut Délivré - en vigueur
Date de dépôt 2023-06-02
Date de la première publication 2024-07-30
Date d'octroi 2024-07-30
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Ungerman, Anthony

Abrégé

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.

Classes IPC  ?

  • H04N 1/32 - Circuits ou dispositions pour la commande ou le contrôle entre l'émetteur et le récepteur
  • G06T 1/00 - Traitement de données d'image, d'application générale

47.

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

      
Numéro d'application 18205429
Numéro de brevet 12052401
Statut Délivré - en vigueur
Date de dépôt 2023-06-02
Date de la première publication 2024-07-30
Date d'octroi 2024-07-30
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Ungerman, Anthony

Abrégé

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.

Classes IPC  ?

  • H04N 1/32 - Circuits ou dispositions pour la commande ou le contrôle entre l'émetteur et le récepteur
  • G06T 1/00 - Traitement de données d'image, d'application générale

48.

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

      
Numéro d'application 18626199
Numéro de brevet 12339911
Statut Délivré - en vigueur
Date de dépôt 2024-04-03
Date de la première publication 2024-07-25
Date d'octroi 2025-06-24
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

  • G06F 16/93 - Systèmes de gestion de documents
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/955 - Recherche dans le Web utilisant des identifiants d’information, p. ex. des localisateurs uniformisés de ressources [uniform resource locators - URL]
  • G06F 21/44 - Authentification de programme ou de dispositif

49.

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

      
Numéro d'application 18205435
Numéro de brevet 12034648
Statut Délivré - en vigueur
Date de dépôt 2023-06-02
Date de la première publication 2024-07-09
Date d'octroi 2024-07-09
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abrégé

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.

Classes IPC  ?

  • H04L 47/70 - Contrôle d'admissionAllocation des ressources
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

50.

Coarse values for estimating less-than-critical resources

      
Numéro d'application 18121526
Numéro de brevet 12028409
Statut Délivré - en vigueur
Date de dépôt 2023-03-14
Date de la première publication 2024-07-02
Date d'octroi 2024-07-02
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Robles, Aaron Lee
  • Nash, Nikki
  • Janzen, Mark
  • Aggarwal, Rahul
  • Kavounas, Gregory T.
  • Pal, Hemendra

Abrégé

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.

Classes IPC  ?

  • H04L 67/10 - Protocoles dans lesquels une application est distribuée parmi les nœuds du réseau
  • G06F 9/50 - Allocation de ressources, p. ex. de l'unité centrale de traitement [UCT]

51.

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

      
Numéro d'application 18403595
Numéro de brevet 12450668
Statut Délivré - en vigueur
Date de dépôt 2024-01-03
Date de la première publication 2024-05-02
Date d'octroi 2025-10-21
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Searles, Cassandra
  • Ingram, William
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

52.

Nexus notification platform

      
Numéro d'application 16585829
Numéro de brevet 11928744
Statut Délivré - en vigueur
Date de dépôt 2019-09-27
Date de la première publication 2024-03-12
Date d'octroi 2024-03-12
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Therrien, Seth
  • Parramore, Jonathan
  • Paul, Sujoy
  • Thomas, Trevor
  • Woznicki, Kelly
  • Bixby, Jacob Wallace
  • Halverson, Kevin Robert

Abrégé

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.

Classes IPC  ?

  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06Q 40/10 - Stratégies fiscales

53.

Summarization and personalization of big data method and apparatus

      
Numéro d'application 17973389
Numéro de brevet 11922475
Statut Délivré - en vigueur
Date de dépôt 2022-10-25
Date de la première publication 2024-03-05
Date d'octroi 2024-03-05
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Selvam, Praveen
  • Parthasarathy, Sanjay
  • Kalikivayi, Satyanarayana Rao

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06Q 10/087 - Gestion d’inventaires ou de stocks, p. ex. exécution des commandes, approvisionnement ou régularisation par rapport aux commandes
  • G06Q 30/0201 - Modélisation du marchéAnalyse du marchéCollecte de données du marché
  • G06Q 30/0202 - Prédictions ou prévisions du marché pour les activités commerciales

54.

AVATAX

      
Numéro de série 98421646
Statut Enregistrée
Date de dépôt 2024-02-26
Date d'enregistrement 2024-12-17
Propriétaire Avalara, Inc. ()
Classes de Nice  ? 42 - Services scientifiques, technologiques et industriels, recherche et conception

Produits et services

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

55.

Selected resource computation for mobile employees

      
Numéro d'application 16880795
Numéro de brevet 11900285
Statut Délivré - en vigueur
Date de dépôt 2020-05-21
Date de la première publication 2024-02-13
Date d'octroi 2024-02-13
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Frantz, Henry H.
  • White, Merianne K.
  • Harrenstein, Nathan
  • Halverson, Kevin Robert
  • Novoa, Manuela Dorado
  • Ward, Kohn Fletcher
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06Q 10/00 - AdministrationGestion
  • G06Q 10/0631 - Planification, affectation, distribution ou ordonnancement de ressources d’entreprises ou d’organisations
  • G06Q 10/1091 - Enregistrement du temps à des fins administratives ou de gestion
  • G06F 9/54 - Communication interprogramme
  • G06F 16/909 - Recherche caractérisée par l’utilisation de métadonnées, p. ex. de métadonnées ne provenant pas du contenu ou de métadonnées générées manuellement utilisant des informations géographiques ou spatiales, p. ex. la localisation
  • G06Q 40/12 - Comptabilité

56.

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

      
Numéro d'application 16801337
Numéro de brevet 11900477
Statut Délivré - en vigueur
Date de dépôt 2020-02-26
Date de la première publication 2024-02-13
Date d'octroi 2024-02-13
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Searles, Cassandra
  • Ingram, William
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

57.

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

      
Numéro d'application 17020748
Numéro de brevet 11874826
Statut Délivré - en vigueur
Date de dépôt 2020-09-14
Date de la première publication 2024-01-16
Date d'octroi 2024-01-16
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Van Dooren, Pascal Patrice
  • Hess, Kevin James
  • Kendall, Barnabas

Abrégé

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.

Classes IPC  ?

  • G06F 16/23 - Mise à jour
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06Q 40/12 - Comptabilité
  • G06Q 30/0204 - Segmentation du marché
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06Q 50/26 - Services gouvernementaux ou services publics

58.

Automated actions for facilitating remitting resources

      
Numéro d'application 17752504
Numéro de brevet 11875387
Statut Délivré - en vigueur
Date de dépôt 2022-05-24
Date de la première publication 2024-01-16
Date d'octroi 2024-01-16
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Chan, Andrew Brandon
  • Lear, Danielle
  • Mason, Brian K.
  • Fountain, Andrew Z.
  • Chesser, Patrick Collins
  • Hampton, Patrick J.
  • Goldstein, David A.

Abrégé

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.

Classes IPC  ?

  • G06Q 30/04 - Facturation
  • G06Q 20/14 - Architectures de paiement spécialement adaptées aux systèmes de facturation
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 30/0283 - Estimation ou détermination de prix
  • G06Q 40/12 - Comptabilité

59.

Compliance document creation, modification, and provisioning

      
Numéro d'application 18370675
Numéro de brevet 12361433
Statut Délivré - en vigueur
Date de dépôt 2023-09-20
Date de la première publication 2024-01-11
Date d'octroi 2025-07-15
Propriétaire Avalara, Inc (USA)
Inventeur(s)
  • Maselli, Michael J.
  • Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation
  • G06Q 10/10 - BureautiqueGestion du temps
  • G06Q 10/30 - Administration du recyclage ou de l’élimination des produits
  • G06Q 50/18 - Services juridiques

60.

Computing systems, networks, and notifications

      
Numéro d'application 18135617
Numéro de brevet 12028273
Statut Délivré - en vigueur
Date de dépôt 2023-04-17
Date de la première publication 2024-01-04
Date d'octroi 2024-07-02
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Robles, Aaron Lee
  • Nash, Nikki
  • Janzen, Mark
  • Aggarwal, Rahul
  • Kavounas, Gregory T.
  • Pal, Hemendra

Abrégé

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.

Classes IPC  ?

  • H04L 47/70 - Contrôle d'admissionAllocation des ressources
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus

61.

Customs duty and tax estimation according to indicated risk tolerance

      
Numéro d'application 16803815
Numéro de brevet 11861667
Statut Délivré - en vigueur
Date de dépôt 2020-02-27
Date de la première publication 2024-01-02
Date d'octroi 2024-01-02
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Nistor, Adrian
  • Reed, Craig Evan
  • Morgan, Amy E.
  • Kempe, David
  • Withers, Mark Alan
  • Vilis, Jurgis K P

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06Q 30/04 - Facturation
  • G06Q 40/10 - Stratégies fiscales
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans
  • G06F 16/953 - Requêtes, p. ex. en utilisant des moteurs de recherche du Web
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • H04L 67/01 - Protocoles

62.

Automatically starting activities upon crossing threshold

      
Numéro d'application 17338220
Numéro de brevet 11853302
Statut Délivré - en vigueur
Date de dépôt 2021-06-03
Date de la première publication 2023-12-26
Date d'octroi 2023-12-26
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Nash, Nikki
  • Kavounas, Gregory T.
  • Kim, Stefan
  • Robles, Aaron Lee
  • Erdman, Robert
  • Withers, Mark Alan
  • Diekmann, Tim

Abrégé

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.

Classes IPC  ?

  • G06F 16/2455 - Exécution des requêtes
  • G06F 16/248 - Présentation des résultats de requêtes
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

63.

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

      
Numéro d'application 18173014
Numéro de brevet 11855842
Statut Délivré - en vigueur
Date de dépôt 2023-02-22
Date de la première publication 2023-12-26
Date d'octroi 2023-12-26
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Fishman, Jayme
  • Chan, Andrew Brandon
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06F 15/177 - Commande d'initialisation ou de configuration
  • H04L 41/084 - Configuration en utilisant des informations préexistantes, p. ex. en utilisant des gabarits ou en copiant à partir d’autres éléments
  • H04L 41/0895 - Configuration de réseaux ou d’éléments virtualisés, p. ex. fonction réseau virtualisée ou des éléments du protocole OpenFlow
  • G06K 7/14 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire utilisant la lumière sans sélection des longueurs d'onde, p. ex. lecture de la lumière blanche réfléchie

64.

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

      
Numéro d'application 18231120
Numéro de brevet 12210483
Statut Délivré - en vigueur
Date de dépôt 2023-08-07
Date de la première publication 2023-12-21
Date d'octroi 2025-01-28
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06F 16/14 - Détails de la recherche de fichiers basée sur les métadonnées des fichiers
  • G06Q 40/10 - Stratégies fiscales
  • H04L 67/10 - Protocoles dans lesquels une application est distribuée parmi les nœuds du réseau

65.

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

      
Numéro d'application 18108570
Numéro de brevet 11847706
Statut Délivré - en vigueur
Date de dépôt 2023-02-10
Date de la première publication 2023-12-19
Date d'octroi 2023-12-19
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06F 16/21 - Conception, administration ou maintenance des bases de données

66.

AUTOMATED PREPARATION AND SUBMISSION OF ELECTRONIC REGISTRATION

      
Numéro d'application 18207084
Statut En instance
Date de dépôt 2023-06-07
Date de la première publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Boulus, Albert Kumar
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Parekh, Anup David
  • Colborn, Will
  • Seely, Scott
  • Johnson, Matt
  • Carter, Anh
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abrégé

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.

Classes IPC  ?

67.

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

      
Numéro d'application 18207091
Statut En instance
Date de dépôt 2023-06-07
Date de la première publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

  • G06F 9/50 - Allocation de ressources, p. ex. de l'unité centrale de traitement [UCT]

68.

COMPUTER NETWORKED FILING ENGINE

      
Numéro d'application 18207102
Statut En instance
Date de dépôt 2023-06-07
Date de la première publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Seely, Scott

Abrégé

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.

Classes IPC  ?

  • G06Q 40/02 - Opérations bancaires, p. ex. calcul d'intérêts ou tenue de compte
  • G06Q 20/10 - Architectures de paiement spécialement adaptées aux systèmes de transfert électronique de fondsArchitectures de paiement spécialement adaptées aux systèmes de banque à domicile

69.

COMPUTER NETWORKED FILING ENGINE

      
Numéro d'application 18207103
Statut En instance
Date de dépôt 2023-06-07
Date de la première publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

  • G06F 16/182 - Systèmes de fichiers distribués
  • G06F 16/11 - Administration des systèmes de fichiers, p. ex. détails de l’archivage ou d’instantanés

70.

AUTOMATED PREPARATION AND SUBMISSION OF ELECTRONIC REGISTRATION

      
Numéro d'application US2023024754
Numéro de publication 2023/239817
Statut Délivré - en vigueur
Date de dépôt 2023-06-07
Date de publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Boulus, Albert Kumar
  • Karahashi, Masa
  • Thangaraj, Emmanuel
  • Parekh, Anup David
  • Colborn, Will
  • Seely, Scott
  • Johnson, Matt
  • Carter, Anh
  • Oakley, Patricia
  • Buckley, Matt
  • Edwards, Graham

Abrégé

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.

Classes IPC  ?

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

      
Numéro d'application 18236622
Numéro de brevet 12113871
Statut Délivré - en vigueur
Date de dépôt 2023-08-22
Date de la première publication 2023-12-14
Date d'octroi 2024-10-08
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abrégé

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.

Classes IPC  ?

  • H04L 67/53 - Services réseau en utilisant des fournisseurs tiers de services
  • H04L 67/562 - Courtage des services de mandataires

72.

COMPUTER NETWORKED FILING ENGINE

      
Numéro d'application US2023024755
Numéro de publication 2023/239818
Statut Délivré - en vigueur
Date de dépôt 2023-06-07
Date de publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Boulus, Albert Kumar
  • Parekh, Anup David
  • Seely, Scott

Abrégé

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.

Classes IPC  ?

73.

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

      
Numéro d'application US2023024756
Numéro de publication 2023/239819
Statut Délivré - en vigueur
Date de dépôt 2023-06-07
Date de publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

74.

COMPUTER NETWORKED FILING ENGINE

      
Numéro d'application US2023024757
Numéro de publication 2023/239820
Statut Délivré - en vigueur
Date de dépôt 2023-06-07
Date de publication 2023-12-14
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • 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

Abrégé

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.

Classes IPC  ?

75.

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

      
Numéro d'application 18231061
Statut En instance
Date de dépôt 2023-08-07
Date de la première publication 2023-11-30
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Robles, Aaron Lee
  • Nash, Nikki
  • Aggarwal, Rahul
  • Kavounas, Gregory T.

Abrégé

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.

Classes IPC  ?

  • G06F 16/14 - Détails de la recherche de fichiers basée sur les métadonnées des fichiers
  • G06Q 40/10 - Stratégies fiscales

76.

Generating, from data of first location on surface, data for alternate but equivalent second location on the surface

      
Numéro d'application 18223930
Numéro de brevet 12242631
Statut Délivré - en vigueur
Date de dépôt 2023-07-19
Date de la première publication 2023-11-16
Date d'octroi 2025-03-04
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abrégé

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.

Classes IPC  ?

  • G06F 17/00 - Équipement ou méthodes de traitement de données ou de calcul numérique, spécialement adaptés à des fonctions spécifiques
  • G06F 7/00 - Procédés ou dispositions pour le traitement de données en agissant sur l'ordre ou le contenu des données maniées
  • G06F 16/9537 - Recherche à dépendance spatiale ou temporelle, p. ex. requêtes spatio-temporelles
  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès

77.

Generating, from data of first location on surface, data for alternate but equivalent second location on the surface

      
Numéro d'application 18223927
Numéro de brevet 12235110
Statut Délivré - en vigueur
Date de dépôt 2023-07-19
Date de la première publication 2023-11-09
Date d'octroi 2025-02-25
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Ghule, Rohit
  • Morrisette, Charles M.

Abrégé

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.

Classes IPC  ?

  • G06F 17/00 - Équipement ou méthodes de traitement de données ou de calcul numérique, spécialement adaptés à des fonctions spécifiques
  • G01C 21/20 - Instruments pour effectuer des calculs de navigation
  • G06F 7/00 - Procédés ou dispositions pour le traitement de données en agissant sur l'ordre ou le contenu des données maniées
  • G06Q 40/12 - Comptabilité

78.

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

      
Numéro d'application 17852209
Numéro de brevet 11809590
Statut Délivré - en vigueur
Date de dépôt 2022-06-28
Date de la première publication 2023-11-07
Date d'octroi 2023-11-07
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abrégé

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.

Classes IPC  ?

  • G06F 21/00 - Dispositions de sécurité pour protéger les calculateurs, leurs composants, les programmes ou les données contre une activité non autorisée
  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès

79.

Automated systems and methods for an electronic ledger

      
Numéro d'application 17028916
Numéro de brevet 11810205
Statut Délivré - en vigueur
Date de dépôt 2020-09-22
Date de la première publication 2023-11-07
Date d'octroi 2023-11-07
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 20/00 - Architectures, schémas ou protocoles de paiement
  • G06Q 50/00 - Technologies de l’information et de la communication [TIC] spécialement adaptées à la mise en œuvre des procédés d’affaires d’un secteur particulier d’activité économique, p. ex. aux services d’utilité publique ou au tourisme
  • G06Q 20/02 - Architectures, schémas ou protocoles de paiement impliquant un tiers neutre, p. ex. une autorité de certification, un notaire ou un tiers de confiance
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives
  • H04L 9/32 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité comprenant des moyens pour vérifier l'identité ou l'autorisation d'un utilisateur du système
  • G06F 16/27 - Réplication, distribution ou synchronisation de données entre bases de données ou dans un système de bases de données distribuéesArchitectures de systèmes de bases de données distribuées à cet effet
  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06F 9/451 - Dispositions d’exécution pour interfaces utilisateur
  • H04L 9/06 - Dispositions pour les communications secrètes ou protégéesProtocoles réseaux de sécurité l'appareil de chiffrement utilisant des registres à décalage ou des mémoires pour le codage par blocs, p. ex. système DES
  • G06Q 40/12 - Comptabilité
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 30/018 - Certification d’entreprises ou de produits
  • H04L 9/40 - Protocoles réseaux de sécurité
  • G06Q 50/26 - Services gouvernementaux ou services publics
  • G06Q 50/12 - Hôtellerie ou restauration
  • G06Q 30/0645 - Transactions de locationTransactions de crédit-bail

80.

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

      
Numéro d'application 17670366
Numéro de brevet 11810193
Statut Délivré - en vigueur
Date de dépôt 2022-02-11
Date de la première publication 2023-11-07
Date d'octroi 2023-11-07
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Janzen, Mark
  • Aggarwal, Rahul
  • Rose, Bilkay

Abrégé

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.

Classes IPC  ?

  • G06F 16/93 - Systèmes de gestion de documents
  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 40/10 - Stratégies fiscales
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans

81.

Compliance document creation, modification, and provisioning

      
Numéro d'application 17733926
Numéro de brevet 11798007
Statut Délivré - en vigueur
Date de dépôt 2022-04-29
Date de la première publication 2023-10-24
Date d'octroi 2023-10-24
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Maselli, Michael J.
  • Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 30/018 - Certification d’entreprises ou de produits
  • G06Q 50/18 - Services juridiques
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation
  • G06Q 10/10 - BureautiqueGestion du temps
  • G06Q 10/30 - Administration du recyclage ou de l’élimination des produits

82.

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

      
Numéro d'application 17888087
Numéro de brevet 11790462
Statut Délivré - en vigueur
Date de dépôt 2022-08-15
Date de la première publication 2023-10-17
Date d'octroi 2023-10-17
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kim, Stefan
  • Nash, Nikki

Abrégé

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.

Classes IPC  ?

83.

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

      
Numéro d'application 17889196
Numéro de brevet 11783212
Statut Délivré - en vigueur
Date de dépôt 2022-08-16
Date de la première publication 2023-10-10
Date d'octroi 2023-10-10
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abrégé

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.

Classes IPC  ?

  • G06N 5/04 - Modèles d’inférence ou de raisonnement
  • G06N 20/00 - Apprentissage automatique
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06N 5/02 - Représentation de la connaissanceReprésentation symbolique

84.

Independently procurable item compliance information

      
Numéro d'application 18206533
Numéro de brevet 12266002
Statut Délivré - en vigueur
Date de dépôt 2023-06-06
Date de la première publication 2023-10-05
Date d'octroi 2025-04-01
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Wiggs, Jonathan L

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06F 18/214 - Génération de motifs d'entraînementProcédés de Bootstrapping, p. ex. ”bagging” ou ”boosting”
  • G06K 7/10 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire
  • G06N 20/00 - Apprentissage automatique
  • G06Q 10/087 - Gestion d’inventaires ou de stocks, p. ex. exécution des commandes, approvisionnement ou régularisation par rapport aux commandes
  • G06Q 20/20 - Systèmes de réseaux présents sur les points de vente
  • G06T 11/00 - Génération d'images bidimensionnelles [2D]
  • G06V 20/00 - ScènesÉléments spécifiques à la scène
  • G06K 7/14 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire utilisant la lumière sans sélection des longueurs d'onde, p. ex. lecture de la lumière blanche réfléchie
  • H04L 67/12 - Protocoles spécialement adaptés aux environnements propriétaires ou de mise en réseau pour un usage spécial, p. ex. les réseaux médicaux, les réseaux de capteurs, les réseaux dans les véhicules ou les réseaux de mesure à distance

85.

Independently procurable item compliance information

      
Numéro d'application 18206538
Numéro de brevet 12488372
Statut Délivré - en vigueur
Date de dépôt 2023-06-06
Date de la première publication 2023-10-05
Date d'octroi 2025-12-02
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Wiggs, Jonathan L

Abrégé

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.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06F 18/214 - Génération de motifs d'entraînementProcédés de Bootstrapping, p. ex. ”bagging” ou ”boosting”
  • G06K 7/10 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire
  • G06N 20/00 - Apprentissage automatique
  • G06Q 10/087 - Gestion d’inventaires ou de stocks, p. ex. exécution des commandes, approvisionnement ou régularisation par rapport aux commandes
  • G06Q 20/20 - Systèmes de réseaux présents sur les points de vente
  • G06T 11/00 - Génération d'images bidimensionnelles [2D]
  • G06V 20/00 - ScènesÉléments spécifiques à la scène
  • G06K 7/14 - Méthodes ou dispositions pour la lecture de supports d'enregistrement par radiation électromagnétique, p. ex. lecture optiqueMéthodes ou dispositions pour la lecture de supports d'enregistrement par radiation corpusculaire utilisant la lumière sans sélection des longueurs d'onde, p. ex. lecture de la lumière blanche réfléchie
  • H04L 67/12 - Protocoles spécialement adaptés aux environnements propriétaires ou de mise en réseau pour un usage spécial, p. ex. les réseaux médicaux, les réseaux de capteurs, les réseaux dans les véhicules ou les réseaux de mesure à distance

86.

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

      
Numéro d'application 17870548
Numéro de brevet 11778058
Statut Délivré - en vigueur
Date de dépôt 2022-07-21
Date de la première publication 2023-10-03
Date d'octroi 2023-10-03
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abrégé

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.

Classes IPC  ?

  • H04L 67/53 - Services réseau en utilisant des fournisseurs tiers de services
  • H04L 67/562 - Courtage des services de mandataires

87.

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

      
Numéro d'application 17889174
Numéro de brevet 11775849
Statut Délivré - en vigueur
Date de dépôt 2022-08-16
Date de la première publication 2023-10-03
Date d'octroi 2023-10-03
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Agrawal, Naveen Kumar
  • Kushniruk, Marshal
  • Wilhelm, Mark
  • Wilson, Aaron David

Abrégé

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.

Classes IPC  ?

  • G06N 5/04 - Modèles d’inférence ou de raisonnement
  • G06N 20/00 - Apprentissage automatique
  • G06Q 30/016 - Fourniture d’une assistance aux clients, p. ex. pour assister un client dans un lieu commercial ou par un service d’assistance après-vente
  • G06F 3/0482 - Interaction avec des listes d’éléments sélectionnables, p. ex. des menus
  • G06N 5/02 - Représentation de la connaissanceReprésentation symbolique

88.

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

      
Numéro d'application 18141267
Numéro de brevet 11979466
Statut Délivré - en vigueur
Date de dépôt 2023-04-28
Date de la première publication 2023-08-17
Date d'octroi 2024-05-07
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abrégé

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.

Classes IPC  ?

  • H04L 67/53 - Services réseau en utilisant des fournisseurs tiers de services
  • H04L 67/562 - Courtage des services de mandataires

89.

Automated geospatial data analysis

      
Numéro d'application 17740157
Numéro de brevet 11720606
Statut Délivré - en vigueur
Date de dépôt 2022-05-09
Date de la première publication 2023-08-08
Date d'octroi 2023-08-08
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Berthiaume, David

Abrégé

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.

Classes IPC  ?

  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06N 20/00 - Apprentissage automatique
  • G06F 16/21 - Conception, administration ou maintenance des bases de données
  • G06F 16/22 - IndexationStructures de données à cet effetStructures de stockage
  • G06F 16/242 - Formulation des requêtes
  • G06F 16/29 - Bases de données d’informations géographiques
  • G06V 10/44 - Extraction de caractéristiques locales par analyse des parties du motif, p. ex. par détection d’arêtes, de contours, de boucles, d’angles, de barres ou d’intersectionsAnalyse de connectivité, p. ex. de composantes connectées
  • G06V 20/13 - Images satellite

90.

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

      
Numéro d'application 17852212
Numéro de brevet 11720703
Statut Délivré - en vigueur
Date de dépôt 2022-06-28
Date de la première publication 2023-08-08
Date d'octroi 2023-08-08
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Kavounas, Gregory T.
  • Morrisette, Charles M.
  • Ghule, Rohit

Abrégé

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.

Classes IPC  ?

  • G06F 21/00 - Dispositions de sécurité pour protéger les calculateurs, leurs composants, les programmes ou les données contre une activité non autorisée
  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès

91.

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

      
Numéro d'application 17888154
Numéro de brevet 11720976
Statut Délivré - en vigueur
Date de dépôt 2022-08-15
Date de la première publication 2023-08-08
Date d'octroi 2023-08-08
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kim, Stefan
  • Nash, Nikki

Abrégé

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.

Classes IPC  ?

92.

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

      
Numéro d'application 17899412
Numéro de brevet 11722433
Statut Délivré - en vigueur
Date de dépôt 2022-08-30
Date de la première publication 2023-08-08
Date d'octroi 2023-08-08
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abrégé

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.

Classes IPC  ?

  • H04L 47/70 - Contrôle d'admissionAllocation des ressources
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

93.

Automated geospatial data analysis

      
Numéro d'application 18130799
Numéro de brevet 12099907
Statut Délivré - en vigueur
Date de dépôt 2023-04-04
Date de la première publication 2023-08-03
Date d'octroi 2024-09-24
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Berthiaume, David

Abrégé

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.

Classes IPC  ?

  • G06N 20/00 - Apprentissage automatique
  • G06F 16/21 - Conception, administration ou maintenance des bases de données
  • G06F 16/22 - IndexationStructures de données à cet effetStructures de stockage
  • G06F 16/242 - Formulation des requêtes
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/29 - Bases de données d’informations géographiques
  • G06V 10/26 - Segmentation de formes dans le champ d’imageDécoupage ou fusion d’éléments d’image visant à établir la région de motif, p. ex. techniques de regroupementDétection d’occlusion
  • G06V 10/44 - Extraction de caractéristiques locales par analyse des parties du motif, p. ex. par détection d’arêtes, de contours, de boucles, d’angles, de barres ou d’intersectionsAnalyse de connectivité, p. ex. de composantes connectées
  • G06V 20/13 - Images satellite

94.

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

      
Numéro d'application 17899368
Numéro de brevet 11711316
Statut Délivré - en vigueur
Date de dépôt 2022-08-30
Date de la première publication 2023-07-25
Date d'octroi 2023-07-25
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Kushniruk, Marshal
  • Agrawal, Naveen Kumar
  • Kavounas, Gregory T.
  • Nash, Nikki
  • Kim, Stefan

Abrégé

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.

Classes IPC  ?

  • H04L 47/70 - Contrôle d'admissionAllocation des ressources
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

95.

SYSTEMS AND METHODS FOR ELECTRONICALLY TRACKING CLIENT DATA

      
Numéro d'application US2022052417
Numéro de publication 2023/136897
Statut Délivré - en vigueur
Date de dépôt 2022-12-09
Date de publication 2023-07-20
Propriétaire AVALARA, Inc. (USA)
Inventeur(s) Janzen, Mark

Abrégé

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.

Classes IPC  ?

  • G06F 16/907 - Recherche caractérisée par l’utilisation de métadonnées, p. ex. de métadonnées ne provenant pas du contenu ou de métadonnées générées manuellement

96.

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

      
Numéro d'application 17684823
Numéro de brevet 11706369
Statut Délivré - en vigueur
Date de dépôt 2022-03-02
Date de la première publication 2023-07-18
Date d'octroi 2023-07-18
Propriétaire Avalara, Inc. (USA)
Inventeur(s)
  • Janzen, Mark
  • Ungerman, Anthony

Abrégé

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.

Classes IPC  ?

  • H04N 1/32 - Circuits ou dispositions pour la commande ou le contrôle entre l'émetteur et le récepteur
  • G06T 1/00 - Traitement de données d'image, d'application générale

97.

Systems and methods for electronically tracking client data

      
Numéro d'application 17574412
Numéro de brevet 12265498
Statut Délivré - en vigueur
Date de dépôt 2022-01-12
Date de la première publication 2023-07-13
Date d'octroi 2025-04-01
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Janzen, Mark

Abrégé

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.

Classes IPC  ?

  • G06F 16/00 - Recherche d’informationsStructures de bases de données à cet effetStructures de systèmes de fichiers à cet effet
  • G06F 16/11 - Administration des systèmes de fichiers, p. ex. détails de l’archivage ou d’instantanés
  • G06F 16/38 - Recherche caractérisée par l’utilisation de métadonnées, p. ex. de métadonnées ne provenant pas du contenu ou de métadonnées générées manuellement
  • G06F 40/117 - ÉtiquetageAnnotation Désignation de blocChoix des attributs

98.

DYNAMIC LODGING RESOURCE PREDICTION SYSTEM

      
Numéro d'application US2022052408
Numéro de publication 2023/129357
Statut Délivré - en vigueur
Date de dépôt 2022-12-09
Date de publication 2023-07-06
Propriétaire AVALARA, INC. (USA)
Inventeur(s) Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

99.

DYNAMIC LODGING RESOURCE PREDICTION SYSTEM

      
Numéro d'application 17564061
Statut En instance
Date de dépôt 2021-12-28
Date de la première publication 2023-06-29
Propriétaire Avalara, Inc. (USA)
Inventeur(s) Chan, Andrew Brandon

Abrégé

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.

Classes IPC  ?

  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation
  • G06Q 10/08 - Logistique, p. ex. entreposage, chargement ou distributionGestion d’inventaires ou de stocks

100.

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

      
Numéro d'application 17870520
Numéro de brevet 11671508
Statut Délivré - en vigueur
Date de dépôt 2022-07-21
Date de la première publication 2023-06-06
Date d'octroi 2023-06-06
Propriétaire AVALARA, INC. (USA)
Inventeur(s)
  • Kavounas, Gregory T.
  • Marzio, Herve
  • Flora, Tyler
  • Dotson, Winona
  • Rau, William

Abrégé

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.

Classes IPC  ?

  • H04L 67/53 - Services réseau en utilisant des fournisseurs tiers de services
  • H04L 67/562 - Courtage des services de mandataires
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