Abstract: Systems and methods enable automated compliance verifications against regulatory and licensing requirements so sellers can determine whether they can sell to a given destination and which goods and services they can sell to that destination. The system increases efficiency of automated computerized systems that facilitate transactions by enabling users and systems to auto-generate applications and renewals based on existing data in such system(s). The system identifies the good or services contained within a transaction and queries a database of licenses and product registrations to validate that the proper documentation for the transaction exists. If the proper documentation does not exist, internal parties, or applications, are automatically notified and the system automatically initiates the application and/or renewal process for the goods or services for those taxing and regulatory authorities applicable to the transaction.
Type:
Grant
Filed:
July 30, 2020
Date of Patent:
August 25, 2026
Assignee:
Avalara, Inc.
Inventors:
Andrew Brandon Chan, Kathryn Rust, Jeffrey Carroll
Abstract: In embodiments, an Online Software Platform (OSP) is configured to receive datasets having dataset values that represent relationship instance data of relationship instances between a client primary entity and other secondary entities, select digital rules responsive to these dataset values, produce resources for the datasets by applying the selected digital rules to the dataset values, derive a total value of the produced resources, generate a report document that mentions at least derived the total value, and prepare an instantiation that enables viewing a data record that substantiates the derived total value. The OSP may further make this instantiation available for viewing to a domain entity that has access to the report document and wants to confirm the derived total value. For instance, the OSP may provide an access instruction for viewing the instantiation, or even augment the report document itself with such an access instruction.
Type:
Grant
Filed:
January 8, 2025
Date of Patent:
August 18, 2026
Assignee:
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
Abstract: A disclosed method may include receiving user information for electronically filing or updating an electronic data sheet that corresponds to a user and a domain; maintaining a record of past electronic activities by the user; electronically receiving interchange data associated with interchanges executed by the user; automatically generating the electronic data sheet for the user based on the user information and the interchange data, the electronic data sheet indicating a finalized amount of resources to be transmitted to the domain; and electronically adjusting an electronic value for the user according to a remittance risk determination that is based on the interchange data and the record of past electronic activities by the user, the adjusted electronic value indicating a maximum amount of resources for which an online software platform will transmit and receive protocols to enable providing by the online software platform the maximum amount of resources.
Type:
Grant
Filed:
June 7, 2023
Date of Patent:
August 18, 2026
Assignee:
Avalara, Inc.
Inventors:
John Tindell, Tobin Mathew, William Colborn, Albert Michael Boulus, Anup Anil Parekh, Masa Karahashi, Emmanuel Thangaraj, Narasimha Paila, Alex Huang, Ngoc Anh Vu Carter, Swapnil Singh, Patricia Oakley, Matt Buckley, Graham Edwards
Abstract: 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.
Abstract: An Online Software Platform (OSP) is configured to receive an upload trusted document, input text segments of it, identify from the trusted document a set of requirements for the trusted document, confirm that the requirements are met, and therefore cause to be created a trusted document record that can be used to process a dataset that is received via a network later. The dataset has dataset values that can be used to select a subset of stored digital resource rules. The subset includes a main rule and an override rule, and it can be determined from the trusted document record whether the override rule applies or not. If so, a resource having a value of zero is reported. Else, a resource having a non-zero value is produced by applying the main rule to at least one of the dataset values, and is reported.
Type:
Grant
Filed:
December 16, 2022
Date of Patent:
June 23, 2026
Assignee:
Avalara, Inc.
Inventors:
Dhawal Shah, Jeremy Martinez, Shubham Kanodia, Matild Reema, Rajesh Muppalla, Nick Brown, Greg Penhaligon, Abhineythri Venkataraman, Brandon Potter, Scott Seely, Gregory T. Kavounas
Abstract: A service engine determines that an entity meets a first nexus establishment condition for a first domain and a second nexus establishment condition for a second domain. The service engine then computes a first selected resource for the first domain and a second selected resource for the second domain. When the service engine determines that the entity no longer meets the second nexus establishment condition for the second domain, the service engine determines a nexus-ending date for the second domain. Prior to the nexus-ending date being satisfied, the service engine continues to compute the first selected resource for the first domain and the second selected resource for the second domain. In response to the nexus-ending date being satisfied, the service engine computes the first selected resource for the first domain but does not compute the second selected resource for the second domain.
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