Abstract: An online software platform (OSP) may store custom digital rules used for producing resources for relationship instances of certain primary entities with other entities. A custom rule may be created based on input from the primary entity that is intended to override a corresponding one of other stored digital rules (i.e., resource digital rules). The OSP automatically alerts the primary entity within a user interface or via other communications in response to the determination that an underlying change in data used to process primary entity data would affect a result of application of the custom digital rule, thus enabling such changes to be efficiently addressed and prevent incorrect results being output.
Type:
Grant
Filed:
July 1, 2021
Date of Patent:
May 5, 2026
Assignee:
Avalara, Inc.
Inventors:
Charles David Lingerfelt, Nikki Nash, Stefan Kim
Abstract: Systems and methods electronically generate sample dots, produce resources associated with the dots and estimate a resource for a target point from known resources of dots near the target point based on client side version of digital rules, cataloged data and coarse values previously received from the online service platform. A client receives cataloged data of a cataloged domain in which the cataloged data includes data representing a plurality of dots and a respective computed resource value for each of the dots and each dot of the plurality of dots represents a point in the cataloged domain. In response to confirming a target point is in the cataloged domain, the system discovers a closest one or more dots to the target point based on the cataloged data, estimates a statistic for a resource for the target point based on the respective computed resource values of the closest one or more dots, stores the estimated statistic in a memory, and produces the local estimate based on the estimated statistic.
Type:
Grant
Filed:
August 7, 2023
Date of Patent:
April 21, 2026
Assignee:
Avalara, Inc.
Inventors:
Mark Janzen, Aaron Lee Robles, Nikki Nash, Rahul Aggarwal, Gregory T. Kavounas
Abstract: In embodiments, given a surface that has domains on it and a first location, a second location is generated in the surface. The second location belongs in the same domains as the first location, and does not belong in the same domains as the second location. An advantage can be that, in embodiments, the second location can be used in lieu of the first location. A use case can be where it is desired to protect the privacy of location data of an entity, such as its address.
Type:
Grant
Filed:
January 29, 2025
Date of Patent:
April 14, 2026
Assignee:
Avalara, Inc.
Inventors:
Mark Janzen, Gregory T. Kavounas, Rohit Ghule, Charles M. Morrisette
Abstract: Examples of computing systems described herein may identify one or more domains associated with a request of a user to engage services of the computing system. The computing system may access rules for authorization credentials for that domain, including attributes for use in the authorization credentials. The computing system may identify values for the attributes and generate an authorization credential. The computing system may provide the authorization credential to the user for verification. The user may augment the authorization credential to create a verified authorization credential. The verified authorization credential may be provided to another entity to allow the computing system or entity associated with the computing system to communicate with the entity on behalf of the user.
Type:
Grant
Filed:
February 16, 2023
Date of Patent:
April 14, 2026
Assignee:
Avalara, Inc.
Inventors:
Nichol A. MacDonald, Lauren Shepulski Gabbert, Renai Bell, Thomas Goldschmidt
Abstract: In embodiments, given a surface that has domains on it and a first location, a second location is generated in the surface. The second location belongs in the same domains as the first location, and does not belong in the same domains as the second location. An advantage can be that, in embodiments, the second location can be used in lieu of the first location. A use case can be where it is desired to protect the privacy of location data of an entity, such as its address.
Type:
Grant
Filed:
January 21, 2025
Date of Patent:
April 14, 2026
Assignee:
Avalara, Inc.
Inventors:
Mark Janzen, Gregory T. Kavounas, Rohit Ghule, Charles M. Morrisette
Abstract: A system may learn what parameters are required for an item in order to compute tax for the item based on preliminary data regarding the item and/or the transaction. The system may determine a classification code based on such preliminary data and use that classification code to search or query a database storing information indicative of parameters required to compute tax for items having such a classification code. The system may map the received preliminary data into the learned required parameters and determine whether there are any required parameters for which there has not been any preliminary data mapped into them. The system may prompt the customer (e.g., seller of the item) or other user for data values of such missing required parameters or otherwise obtain data values of such parameters in order to compute the tax for the item.
Type:
Grant
Filed:
November 26, 2019
Date of Patent:
April 7, 2026
Assignee:
Avalara, Inc.
Inventors:
Amy E. Morgan, Duncan K. Carey, Kevin James Hess, Aaron David Wilson, Mark Wilhelm, Naveen K. Agrawal, Mark Alan Withers, David Kempe
Abstract: A system may learn what parameters are required for an item in order to compute tax for the item based on preliminary data regarding the item and/or the transaction. The system may determine a classification code based on such preliminary data and use that classification code to search or query a database storing information indicative of parameters required to compute tax for items having such a classification code. The system may map the received preliminary data into the learned required parameters and determine whether there are any required parameters for which there has not been any preliminary data mapped into them. The system may prompt the customer (e.g., seller of the item) or other user for data values of such missing required parameters or otherwise obtain data values of such parameters in order to compute the tax for the item.
Type:
Grant
Filed:
September 29, 2021
Date of Patent:
April 7, 2026
Assignee:
Avalara, Inc.
Inventors:
Amy E. Morgan, Duncan K. Carey, Kevin James Hess, Aaron David Wilson, Mark Wilhelm, Naveen K. Agrawal, Mark Alan Withers, David Kempe
Abstract: 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:
Grant
Filed:
January 30, 2025
Date of Patent:
March 31, 2026
Assignee:
Avalara, Inc.
Inventors:
Nichol A. MacDonald, Renai Bell, Naveen Kumar Agrawal, Nandan Rao, Gregory T. Kavounas
Abstract: 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.
Abstract: In embodiments, an Online Service Provider (OSP) receives incoming datasets of a primary entity, and computes one or more running statistics of the datasets, such as their number or a sum of their base values. The OSP may further monitor the statistics in relation to a higher-burden threshold of a domain identified from plurality of domains. When the running statistic is still less than the higher-burden threshold, the OSP may further estimate a prospective net gain of continuing. In rare cases there is a risk that a prospective net gain could become negative, if the running statistic crosses the higher-burden threshold late in the current time period but before the end of it. In such cases, the OSP may send to the primary entity a rare opportunity notification about avoiding the risk, by pausing, for the remaining current time period, the activity that sends datasets for the identified domain.
Type:
Grant
Filed:
July 7, 2023
Date of Patent:
February 10, 2026
Assignee:
Avalara, Inc.
Inventors:
Seth Therrien, Jonathan Parramore, Sujoy Paul, Trevor Thomas, Kelly Woznicki, Jacob Wallace Bixby, Kevin Robert Halverson, Gregory T. Kavounas
Abstract: Systems and methods electronically provide information regarding digital rules related to a potential relationship instance. Users often wish to know which digital rules apply to a specified item before engaging in a relationship instance with a host entity regarding the item. The system and methods described herein allow a computing facility to identify an item and receive resource information related to the item and the digital rules applicable to the item.
Abstract: 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.
Abstract: Systems and methods electronically assist a user in searching for codes corresponding to items by using decision trees. Entities are often required to follow specific rules based on classifications, or codes, corresponding to items. The systems and methods described herein allow entities to easily search for and obtain codes corresponding to entities by facilitating navigation through multiple decision trees by navigating from one decision tree to another.
Abstract: Embodiments of the invention relate to generating compliance scores based on first party data on a second party system for viewing by a third party.
Type:
Grant
Filed:
January 3, 2024
Date of Patent:
October 21, 2025
Assignee:
Avalara, Inc.
Inventors:
Marshal Kushniruk, Cassandra Searles, William Ingram, Gregory T. Kavounas
Abstract: 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.
Type:
Grant
Filed:
February 22, 2023
Date of Patent:
September 23, 2025
Assignee:
Avalara, Inc.
Inventors:
Jayme Fishman, Andrew Brandon Chan, Gregory T. Kavounas
Abstract: 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.
Type:
Grant
Filed:
October 10, 2022
Date of Patent:
August 26, 2025
Assignee:
Avalara, Inc.
Inventors:
Gavin Whyte, Samantha Chan, Albert Michael Boulus, Meir Lowy, Henry Nove, Michael J. Maselli, Abraham Brach, Scott Seely, Naveen Kumar Agrawal
Abstract: A software configuration includes to store, in a strings memory, combinations of possible source locations and of possible destination locations that are subject to rules pairwise, and to further store respective code strings in association with the respective combinations. The possible locations may be stored by alphanumeric designators, for convenience in looking up the code strings. These code strings may be in a form that is mostly alphanumeric, may embed numerical parameters, and may even represent numerical operations. In fact, a code string of this type may even be configured in the form of code which, upon being executed, implements the rule that is applicable to the combination of the code string's source location and their destination location. The looked-up code string, or a code module generated from it, may then indeed be executed, to produce a resource that complies with the applicable rule.
Abstract: Systems and methods electronically uniquely imprint a digital watermark on produced resources, such as on data or electronic documents produced by an online software platform (OSP), in nearly invisible ways that are likely to survive subsequent processing. In one embodiment the OSP stores a plurality of resource digital rules used for producing resources for respective relationship instances of primary entities with other entities; receives a dataset on behalf of a primary entity, in which the dataset includes data representing a relationship instance between the primary entity and a secondary entity; in response to the received dataset, produces a resource based on applying one or more of the plurality of resource digital rules to the dataset; and digitally watermarks the produced resource with a digital watermark such that the produced resource is identifiable via the digital watermark as having been produced by the OSP.
Abstract: Some embodiments of the present disclosure may relate generally to platforms for providing software services. Other embodiments may be disclosed and/or claimed.
Abstract: Some embodiments of the present disclosure may relate generally to software-based service platforms and graphical user interface (GUI) architectures for determining and presenting rule-based conclusions, along with explanations identifying the factor or factors influencing the conclusions. Other embodiments may be disclosed and/or claimed.
Type:
Grant
Filed:
August 24, 2023
Date of Patent:
July 29, 2025
Assignee:
Avalara, Inc.
Inventors:
Naveen Kumar Agrawal, Marshal Kushniruk, Mark Wilhelm, Aaron David Wilson