Patents Assigned to Avalara, Inc.
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Publication number: 20250148021Abstract: 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.Type: ApplicationFiled: January 8, 2025Publication date: May 8, 2025Applicant: Avalara, Inc.Inventors: Bilkay ROSE, Mark JANZEN, Naveen Kumar AGRAWAL, Denis GULSEN, Gregory T. KAVOUNAS, Heidi GENEST, Erik van der HOEVEN, Tracy BARNEY, Yvonne SEIDL, Scott SEELY, Thomas GOLDSCHMIDT
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Patent number: 12282968Abstract: 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.Type: GrantFiled: October 20, 2022Date of Patent: April 22, 2025Assignee: Avalara, Inc.Inventors: Charles M. Morrisette, Rohit Ghule, Mark Janzen, Gregory T. Kavounas
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Patent number: 12277583Abstract: 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.Type: GrantFiled: February 7, 2024Date of Patent: April 15, 2025Assignee: Avalara, Inc.Inventors: Adrian Nistor, Craig Evan Reed, Amy E. Morgan, David Kempe, Mark Alan Withers, Jurgis KP Vilis
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Patent number: 12265498Abstract: 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.Type: GrantFiled: January 12, 2022Date of Patent: April 1, 2025Assignee: Avalara, Inc.Inventor: Mark Janzen
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Patent number: 12266002Abstract: 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.Type: GrantFiled: June 6, 2023Date of Patent: April 1, 2025Assignee: Avalara, Inc.Inventor: Jonathan L Wiggs
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Publication number: 20250103423Abstract: 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.Type: ApplicationFiled: September 27, 2024Publication date: March 27, 2025Applicant: Avalara, Inc.Inventor: Naveen Kumar AGRAWAL
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Publication number: 20250104097Abstract: 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.Type: ApplicationFiled: September 27, 2024Publication date: March 27, 2025Applicant: Avalara, Inc.Inventor: Naveen Kumar AGRAWAL
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Publication number: 20250103354Abstract: 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.Type: ApplicationFiled: May 9, 2024Publication date: March 27, 2025Applicant: Avalara, Inc.Inventor: Naveen Kumar AGRAWAL
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Patent number: 12254519Abstract: 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.Type: GrantFiled: April 29, 2020Date of Patent: March 18, 2025Assignee: Avalara, Inc.Inventors: Stefan Kim, Nikki Nash
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Patent number: 12243099Abstract: 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.Type: GrantFiled: October 3, 2023Date of Patent: March 4, 2025Assignee: Avalara, Inc.Inventors: Gregory T. Kavounas, Mark Janzen, Rahul Aggarwal, Bilkay Rose
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Patent number: 12242423Abstract: 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.Type: GrantFiled: January 3, 2024Date of Patent: March 4, 2025Assignee: Avalara, Inc.Inventors: Nichol A. MacDonald, Renai Bell, Naveen Kumar Agrawal, Nandan Rao, Gregory T. Kavounas
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Patent number: 12242631Abstract: 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.Type: GrantFiled: July 19, 2023Date of Patent: March 4, 2025Assignee: Avalara, Inc.Inventors: Mark Janzen, Gregory T. Kavounas, Rohit Ghule, Charles M. Morrisette
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Patent number: 12235110Abstract: 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.Type: GrantFiled: July 19, 2023Date of Patent: February 25, 2025Assignee: Avalara, Inc.Inventors: Mark Janzen, Gregory T. Kavounas, Rohit Ghule, Charles M. Morrisette
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Patent number: 12236366Abstract: 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.Type: GrantFiled: August 24, 2023Date of Patent: February 25, 2025Assignee: Avalara, Inc.Inventors: Naveen Kumar Agrawal, Marshal Kushniruk, Mark Wilhelm, Aaron David Wilson
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Patent number: 12216660Abstract: 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.Type: GrantFiled: November 7, 2023Date of Patent: February 4, 2025Assignee: Avalara, Inc.Inventors: Nikki Nash, Gregory T. Kavounas, Stefan Kim, Aaron Lee Robles, Robert Erdman, Mark Alan Withers, Tim Diekmann
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Patent number: 12210483Abstract: 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.Type: GrantFiled: August 7, 2023Date of Patent: January 28, 2025Assignee: Avalara, Inc.Inventors: Mark Janzen, Aaron Lee Robles, Nikki Nash, Rahul Aggarwal, Gregory T. Kavounas
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Patent number: 12197616Abstract: 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.Type: GrantFiled: June 15, 2023Date of Patent: January 14, 2025Assignee: Avalara, Inc.Inventors: Mark Janzen, Gregory T. Kavounas, Charles M. Morrisette, Rohit Ghule
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Patent number: 12197428Abstract: 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.Type: GrantFiled: December 5, 2023Date of Patent: January 14, 2025Assignee: AVALARA, INC.Inventors: Gregory T. Kavounas, Pascal Patrice Van Dooren, Kevin James Hess, Barnabas Kendall
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Patent number: 12166693Abstract: 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.Type: GrantFiled: June 15, 2023Date of Patent: December 10, 2024Assignee: Avalara, Inc.Inventors: Marshal Kushniruk, Naveen Kumar Agrawal, Gregory T. Kavounas, Nikki Nash, Stefan Kim
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Patent number: 12165219Abstract: 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.Type: GrantFiled: July 13, 2023Date of Patent: December 10, 2024Assignee: Avalara, Inc.Inventor: Andrew Brandon Chan