IP Library Granted Patent US 12711305
Granted Patent B2
US 12711305 · App. 18/207,103 · Granted Aug 18, 2026

Computer networked filing engine

Inventors: John Tindell (Brighton, GB); Tobin Mathew (Epsom, GB); William Colborn (Brighton, GB); Albert Michael Boulus (Cary, NC); Anup Anil Parekh (Brighton, GB); Masa Karahashi (San Mateo, CA); Emmanuel Thangaraj (Morgan Hill, CA); Narasimha Paila (Mountain House, CA); Alex Huang (Cupertino, CA); Ngoc Anh Vu Carter (Brighton, GB); Swapnil Singh (Hove, GB); Patricia Oakley (Hove, GB); Matt Buckley (Seaford, GB); Graham Edwards (Pevensey, GB)
Assignee: Avalara, Inc.
G06F40/174G06F9/5083G06F16/122G06F16/183G06F16/951G06F16/9532G06Q20/102G06Q40/02
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Quick Facts
Patent No.
US 12711305
App. No.
18/207,103
Granted
Aug 18, 2026
Kind
B2
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.

Claims (22)

1 . A computer system comprising:

at least one processor; and

at least one memory coupled to the at least one processor, the at least one memory having computer-executable instructions stored thereon that, when executed by the at least one processor, cause operations to be performed, the operations including:

electronically configuring parameters in accordance with an initial setup by one or more users;

electronically receiving, over a computer network and from multiple different remote systems, electronic records recording interchanges in which one or more additional users participated;

electronically extracting data concurrently from the electronic records, the data specifying the interchanges;

electronically routing the data through a workflow control platform;

electronically validating the data as accurate at a first location controlled by the workflow control platform;

based on the validated data, electronically executing determinations concurrently for generating electronic data sheets associated with resources to be electronically filed with one or more domains;

electronically generating the electronic data sheets associated with the resources concurrently at least in part by automatically populating into electronic data sheets values resulting from the determinations;

electronically filing the generated electronic data sheets with the one or more domains automatically such that further contacting the one or more users for electronically filing the generated electronic data sheets is avoided beyond the initial setup; and

generating an electronic reconciliation report that corresponds to the electronic data sheet, in which the generating the electronic reconciliation report includes:

automatically determining which sequence of determinations were used to generate at least one of the values from the values automatically populated into the electronic data sheets;

based on the determined sequence of determinations, determining amounts of multiple underlying interchanges on which at least one of the values from the values automatically populated into the electronic data sheets is based; and

causing the reconciliation report to specify the amounts of multiple underlying interchanges on which at least one of the values from the values automatically populated into the electronic data sheets is based.

2 . The system of claim 1 , in which validating the data as accurate at the first location controlled by the workflow control platform comprises applying one or more rules to incoming data in order to evaluate whether the incoming data satisfies the rules by having a particular type or format.

3 . The system of claim 1 , in which the multiple underlying interchanges are omitted from the electronic data sheets such that generating the reconciliation report enables an inspection procedure to be performed on the values automatically populated into the electronic data sheets by using the underlying interchanges specified in the reconciliation report.

4 . The system of claim 1 , in which electronically configuring parameters in accordance with an initial setup by one or more users comprises modifying a user profile for the one or more users by populating the user profile with identifying information submitted by the one or more users.

5 . The system of claim 1 , in which electronically extracting data concurrently from the electronic records comprises filtering more relevant data from less relevant data.

6 . The system of claim 1 , in which electronically executing determinations concurrently for generating electronic data sheets associated with resources to be electronically filed with one or more domains is performed at least in part by invoking a common calculation interface that includes a plurality of subcomponents for respective calculations.

7 . The system of claim 1 , in which the operations further include: electronically reporting completion of the electronic data sheet through a report data application programming interface.

8 . The system of claim 1 , in which electronically executing determinations concurrently is performed at a second location that is controlled by the system.