IP Library Granted Patent US 11,900,477
Granted Patent B1
US 11,900,477 · App. 16/801,337 · Granted Feb 13, 2024

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

Inventors: Marshal Kushniruk (Bainbridge Island, WA); Cassandra Searles (Seattle, WA); William Ingram (Seattle, WA); Gregory T. Kavounas (Bellevue, WA)
Assignee: Avalara, Inc.
G06Q40/123G06F21/604G06Q40/10
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Quick Facts
Patent No.
US 11,900,477
App. No.
16/801,337
Granted
Feb 13, 2024
Kind
B1
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.

Claims (28)

1. A computer implemented method, comprising:

receiving, by a computer system of a second party, an authorization from a first party that a third party be permitted to access first party data stored by the second party, the first, second and third party all distinct from each other;

permitting, by the computer system and responsive to the authorization, the third party to access the stored first party data;

selecting, by the computer system, computational rules to apply to the stored first party data;

computing, by a scoring engine of the computer system, a compliance score based on the computational rules and the stored first party data, in which computing the compliance score includes:

aggregating a plurality of sub-scores from a plurality of the computational rules to determine the compliance score; and

includes applying one or more parameter modifiers to one or more of the plurality of sub-scores to weight one or more of a plurality of sub-scores from a plurality of the computational rules, and aggregating the plurality of sub-scores to determine the compliance score; and

outputting the compliance score.

2. The computer implemented method of claim 1 , in which the authorization includes a digital code previously established on behalf of the first party to grant access to the stored first party data.

3. The computer implemented method of claim 1 , in which selecting, by the computer system, computational rules to apply to the stored first party data includes receiving, at the computer system, one or more computational rules from the third party.

4. The computer implemented method of claim 1 , in which selecting, by the computer system, computational rules to apply to the stored first party data includes receiving instructions from the third party to use one or more computational rules stored on the computer system.

5. The computer implemented method of claim 1 , in which selecting, by the computer system, computational rules to apply to the stored first party data includes receiving instructions from the first party to use one or more computational rules stored on the computer system.

6. The computer implemented method of claim 1 , in which computing the compliance score includes applying one or more of the computational rules to a portion of the stored first party data selected by the first party.

7. The computer implemented method of claim 1 , in which the compliance score is a sub-score computed from only a portion of the stored first party data.

8. The computer implemented method of claim 1 , in which the compliance score is output to the first party.

9. The computer implemented method of claim 1 , in which the compliance score is output to the third party.

10. The computer implemented method of claim 1 , in which outputting the compliance score includes outputting one or more sub-scores corresponding to discrete computational rules to one or more of the first party or the third party, in which the one or more sub-scores aggregate to form the compliance score.

11. The method of claim 10 , further comprising:

categorizing the one or more sub-scores or the compliance score to one or more score bands describing preselected value ranges for the one or more sub-scores or compliance score; and

in which outputting the compliance score includes causing the one or more sub-scores or the compliance score to be presented, by the computer system to a user interface at a first party computing device or a third party computing device, as a member of one or more of the preselected value ranges.

12. The computer implemented method of claim 1 , in which:

the authorization is an electronic authorization received from a first party computing device; and

selecting computational rules to apply to the stored first party data includes receiving one or more selected computational rules from a third party computing device.

13. The computer implemented method of claim 1 , further comprising receiving, with the computer system, a request from the third party, by a third party computing device in communication with the computer system, to determine the compliance score based on the stored first party data and the computational rules.

14. The computer implemented method of claim 1 , further comprising receiving, with the computer system, a request from the first party, by a first party computing device in communication with the computer system, to determine the compliance score based on the stored first party data and the computational rules.

15. The computer implemented method of claim 1 , further comprising allowing, by the computer system, the first party to view the computational rules, on a first party computing device in communication with the computer system.

16. The computer implemented method of claim 1 , further comprising allowing, by the computer system, the first party to apply the computational rules, with a command from a first party computing device in communication with the computer system.

17. The computer implemented method of claim 1 , further comprising allowing, by the computer system, the first party to view the compliance score on a first party computing device in communication with the computer system.

Assignments (4)
RELEASE OF SECURITY INTEREST Recorded Mar 28, 2025
From: BLUE OWL CREDIT INCOME CORP. (F/K/A OWL ROCK CORE INCOME CORP.), AS COLLATERAL AGENT
To: AVALARA, INC.
Reel/Frame 070671/0413 →
SECURITY INTEREST Recorded Mar 28, 2025
From: AVALARA, INC.; EDISON VAULT, LLC
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 070671/0097 →
SECURITY INTEREST Recorded May 30, 2024
From: AVALARA, INC.
To: BLUE OWL CREDIT INCOME CORP (F/K/A OWL ROCK CORE INCOME CORP.)
Reel/Frame 067563/0600 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 30, 2020
From: KUSHNIRUK, MARSHAL; SEARLES, CASSANDRA; INGRAM, WILLIAM; KAVOUNAS, GREGORY T.
To: AVALARA, INC.
Reel/Frame 052537/0805 →