IP Library Granted Patent US 11,710,165
Granted Patent B2
US 11,710,165 · App. 17/217,843 · Granted Jul 25, 2023

Independently procurable item compliance information

Inventor: Jonathan L Wiggs (Seattle, WA)
Assignee: Avalara, Inc.
G06Q30/0623G06F18/214G06K7/10297G06K7/10861G06N20/00G06Q10/087G06Q20/201G06Q20/208G06Q30/0631G06Q30/0639G06T11/00G06V20/00G06K7/1413G06Q20/207H04L67/12
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,710,165
App. No.
17/217,843
Granted
Jul 25, 2023
Kind
B2
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.

Claims (85)

1. A system for use by a person, the system including at least:

a display configured to be visible by the person;

a sensor configured to be carried by the person when the person is located within line of sight of an item that is tangible, physical, and capable of being an object of a potential relationship instance, the sensor being used for sensing the item and generating item sensed data therefrom;

one or more processors coupled to the display and to the sensor; and

one or more non-transitory computer-readable storage media coupled to the one or more processors having stored thereon instructions which, when executed by the one or more processors, result in operations including at least:

generating, from the item sensed data by the one or more processors, item identity data that identifies the item;

transmitting, across a network by the one or more processors, a request with initial data, the initial data derived at least in part from the item identity data;

receiving, across the network and in response to the request, a response based on the initial data, the response including resource information about the potential relationship instance; and

in response to the receiving the resource information, displaying, on the display, display data derived from the resource information and indicating an aspect of the potential relationship instance.

2. The system of claim 1 , in which:

the one or more processors and the one or more non-transitory computer-readable storage media are part of a personal computing device configured to be carried by the person.

3. The system of claim 1 , in which:

the system further includes a housing; and

the sensor and the display are attached to the housing.

4. The system of claim 1 , in which:

the system further includes a trigger that can be manually actuated by the person and configured to cause the sensor to generate the item sensed data responsive to the actuation.

5. The system of claim 1 , in which:

the personal portable system is a smartphone.

6. The system of claim 1 , in which:

the sensor is a part of an RFID reader; and

the item sensed data is RFID data.

7. The system of claim 1 , in which:

the sensor is a part of a machine readable-optical code scanner; and

the item sensed data is machine readable-optical code data.

8. The system of claim 1 , in which:

the sensor is a part of a camera; and

the item sensed data is image data.

9. The system of claim 8 , in which:

the display data further includes an image of at least a portion of the item that is made from the image data.

10. The system of claim 9 , further including:

a Learning Functionality, and in which:

the image data does not include a machine readable-optical code; and

generating the item identity data includes using the Learning Functionality to identify the item based on the image data.

11. The system of claim 9 , in which:

the indicated aspect of the resource information is superimposed on the image of at least a portion of the physical item.

12. The system of claim 11 , in which:

the superimposition is performed via augmented reality.

13. The system of claim 1 , in which:

the system further includes a pair of glasses configured to be worn by the person; and

the display is a heads-up display based on the glasses.

14. The system of claim 1 , in which:

the item identity data is generated via identifying a product code within the generated item sensed data.

15. The system of claim 1 , in which:

the initial data includes the item identity data.

16. The system of claim 1 , in which:

the operations further include causing the sensor to generate the item sensed data.

17. The system of claim 1 , in which:

the operations further include obtaining, by the one or more processors, information regarding an entity offering the item; and

the initial data includes the information regarding the entity offering the item.

18. The system of claim 1 , in which the operations further include:

obtaining location data associated with one or more of: the system, the item, and an entity having the item, in which the location data identifies a current geographic location associated with one or more of: the system, the item, and the entity having the item;

the initial data includes the location data; and

the resource information is produced based on item digital rules obtained from a digital rules database queried by using item query data and the location data, the item query data being produced by an item query database based on the item identity data.

19. The system of claim 18 , in which the resource information is produced by applying the item digital rules to the potential relationship instance based on the item identity data and the location data.

20. The system of claim 19 , in which the location data indicates a current location of the system.

21. The system of claim 1 , in which the resource information includes a percentage tax rate.

22. The system of claim 1 , in which:

the resource information includes data describing a resource amount to be remitted to a domain as a result of the potential relationship instance, the resource amount being associated with the potential relationship instance involving the item.

23. The system of claim 22 , in which:

the item identity data is generated via identifying a product code within the generated item sensed data;

the operations further include looking up, from the product code, a base value; and

the request includes the base value.

24. The system of claim 23 , in which:

the one or more non-transitory computer-readable storage media store a list of product codes and base values; and

the base value is looked up from the list.

25. The system of claim 23 , in which the operations further include:

communicating, along a communication link, the product code to a system of a host premises; and

receiving the base value, via the communication link in response.

26. The system of claim 22 , in which:

the resource information further includes data describing how at least a portion of the resource amount is to be used by the domain.

27. The system of claim 26 , in which the operations further include:

obtaining input identifying one or more resource use priorities;

in response to obtaining the input identifying the one or more resource use priorities, determining whether the resource amount is to be used for at least one of the one or more resource use priorities based on the data describing how at least a portion of the resource amount is to be used by the domain; and

displaying on the display that the resource amount is to be used for at least one of the one or more resource use priorities based on a determination that at least a portion of the resource amount is to be used for at least one of the one or more resource use priorities.

28. The system of claim 22 , in which the operations further include:

identifying a second item which is determined to be similar to the item based on the item identity data;

in response to identifying the second item, displaying second resource information associated with a second potential relationship instance involving the second item, the second resource information including a second resource amount associated with the second potential relationship instance involving the second item;

determining whether the second resource amount is less than the resource amount; and

displaying on the display that the second resource amount for the second item is less than the resource amount for the item based on a determination that the second resource amount is less than the resource amount.

29. The system of claim 1 , in which generating the item identity data includes:

generating an image of at least a portion of the item based on the item sensed data, and

in which the item identity data is generated based on identifying the item in the image based on one or more of: object recognition performed by image processing of the image;

reading an item identification code present in the image; recognizing text in the image indicating a name or brand of the item; and recognizing a trademark in the image.

30. The system of claim 29 , in which:

the image is an image of a screen displaying an image of at least a portion of the item.

Assignments (4)
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 →
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.; EDISON VAULT, LLC
Reel/Frame 070671/0486 →
SECURITY INTEREST Recorded Oct 20, 2022
From: AVALARA, INC.; EDISON VAULT, LLC
To: OWL ROCK CORE INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 061728/0201 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 7, 2021
From: WIGGS, JONATHAN L
To: AVALARA, INC.
Reel/Frame 055856/0662 →
Continuity (2)
Provisional Application 63055830 · Jul 23, 2020
Related Publication 20220027973A1 · Jan 27, 2022
Cited By (3)
US 12,266,002 US 12,277,540 US 12,488,372