IP Library Granted Patent US 12,265,498
Granted Patent B2
US 12,265,498 · App. 17/574,412 · Granted Apr 1, 2025

Systems and methods for electronically tracking client data

Inventor: Mark Janzen (Wichita, KS)
Assignee: Avalara, Inc.
G06F16/119G06F16/381G06F40/117
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Quick Facts
Patent No.
US 12,265,498
App. No.
17/574,412
Granted
Apr 1, 2025
Kind
B2
Abstract

Systems and methods electronically tag received data associated with an entity with an electronic tag including an identifier uniquely associated with the entity. The system may electronically store the received data such that the received data is identifiable via the electronic tag. Then, when a request for deletion of all the entity's data is made by the particular entity, it is fulfilled with much less effort, namely by searching for elements with that entity's tag. Whenever that data is copied, transformed, or derivative data is made, the system copies the electronic tag with it. Thus, even when the data is copied or modified, it can be more efficiently identified as being associated with the particular entity. In some embodiments, the tagging includes electronically recording an association of the electronic tag with the received data as a transaction on a blockchain, the transaction on the blockchain being associated with the electronic tag and with the received data.

Claims (31)

1. A system, including:

at least one processor; and

a memory coupled to the at least one processor, the memory storing instructions that, when executed by the at least one processor, cause the system to perform operations including:

an online software platform (OSP) electronically receiving a first data;

electronically associating the received first data with an entity;

electronically tagging the received first data with an electronic tag uniquely associated with the entity, the electronic tag including an identifier uniquely associated with the entity;

electronically storing the received first data such that the received first data is identifiable via the electronic tag;

electronically tagging with the electronic tag a second data associated with the entity resulting from an action performed on the stored received first data such that the second data associated with the entity resulting from the action performed on the stored received first data is also identifiable via the electronic tag;

electronically storing the tagged second data associated with the entity resulting from the action performed on the stored received first data such that the second data associated with the entity resulting from the action performed on the stored received first data is also identifiable via the electronic tag; and

the OSP applying digital rules to a dataset to determine a resource in response to a request.

2. The system of claim 1 in which the instructions, when executed by the at least one processor, further cause the system to perform operations including:

electronically receiving a request regarding all data associated with the entity that is stored by the OSP;

in response to receiving the request, electronically searching, using the electronic tag, for all data associated with the entity that is stored by the OSP;

electronically identifying, based on the searching, all data stored by the OSP that is tagged with the electronic tag uniquely associated with the entity;

electronically performing an action indicated by the request regarding all the data stored by the OSP that is tagged with the electronic tag uniquely associated with the entity.

3. The system of claim 2 in which the action indicated by the request is electronic deletion of all the data stored by the OSP that is associated with the entity.

4. The system of claim 2 in which the action indicated by the request is electronically sending a report regarding all the data stored by the OSP that is associated with the entity.

5. The system of claim 1 in which the electronically tagging with the electronic tag the second data associated with the entity resulting from an action performed on the stored received first data includes:

copying the electronic tag along with the stored received first data, or any piece of the stored received first data identified as unique to the entity, whenever the stored received first data, or any piece of the stored received first data identified as unique to the entity, is moved or copied to a different database or electronic document than in which the stored received first data was originally stored, according to a first digital rule.

6. The system of claim 5 in which the electronically tagging with the electronic tag the second data associated with the entity resulting from an action performed on the stored received first data includes:

copying the tag along with the stored received first data, or any piece of the stored received first data identified as unique to the entity, whenever the stored received first data, or any piece of the stored received first data identified as unique to the entity, is modified and then moved or copied to a different database or electronic document than in which the stored received first data was originally stored, according to a second digital rule.

7. The system of claim 6 in which the electronically tagging with the electronic tag the second data associated with the entity resulting from an action performed on the stored received first data includes:

maintaining the electronic tag as associated with the stored received first data, or any piece of the stored received first data identified as unique to the entity, whenever the stored received first data, or any piece of the stored received first data identified as unique to the entity, is modified, according to a third digital rule.

8. The system of claim 7 in which each piece of the stored received first data identified as unique to the entity is identified as unique to the entity via the electronic tag also being associated, according to a fourth digital rule, with the piece of the stored received first data identified as unique to the entity.

9. The system of claim 1 in which the electronically tagging with the electronic tag second data associated with the entity resulting from an action performed on the stored received first data includes:

electronically tagging with the electronic tag the second data associated with the entity resulting from an action performed on the stored received first data, according to one or more digital rules.

10. The system of claim 1 in which the action performed on the stored received first data includes copying, moving or modifying the stored received first data.

11. The system of claim 1 in which:

the electronically tagging the received data includes electronically recording an association of the electronic tag with the received data as a transaction on a blockchain, the transaction on the blockchain associated with the electronic tag and with the received data; and

the electronically tagging with the electronic tag the second data associated with the entity resulting from an action performed on the stored received first data includes electronically recording the action performed on the stored received first data as an additional transaction on the blockchain, the additional transaction on the block chain associated with the electronic tag and with the second data associated with the entity resulting from the action performed on the stored received first data.

12. The system of claim 8 in which the stored received first data includes one or more of: an electronic document associated with the entity; one or more content items associated with the entity; a category of data associated with the entity; a dataset associated with the entity; a collection of data associated with the entity; a name of the entity; an address of the entity; sales data of the entity; a location of the entity; a social security number of the entity; a tax identifier of the entity; identifying number or code of the entity; a telephone number of the entity, an email address of the entity; contact information for the entity; business data of the entity; user name of the entity; login credentials of the entity; electronic documents of the entity; financial information of the entity; personal information of the entity; confidential information of the entity and personal identifiable information of the entity.

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 Dec 15, 2023
From: AVALARA, INC.
To: BLUE OWL CREDIT INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 065885/0119 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 31, 2022
From: JANZEN, MARK
To: AVALARA, INC.
Reel/Frame 060053/0848 →
Continuity (1)
Related Publication 20230222091A1 · Jul 13, 2023
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