IP Library Granted Patent US 11,783,212
Granted Patent B1
US 11,783,212 · App. 17/889,196 · Granted Oct 10, 2023

Software service platform and graphical user interface (GUI) for determining and presenting rule-based conclusions

Inventors: Naveen Kumar Agrawal (Bellevue, WA); Marshal Kushniruk (Bainbridge Island, WA); Mark Wilhelm (Bainbridge Island, WA); Aaron David Wilson (Kenmore, WA)
Assignee: Avalara, Inc.
G06N5/041G06F3/0482G06N5/02G06N20/00G06Q30/016
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Quick Facts
Patent No.
US 11,783,212
App. No.
17/889,196
Granted
Oct 10, 2023
Kind
B1
Abstract

Some embodiments of the present disclosure may relate generally to software-based service platforms and graphical user interface (GUI) architectures for determining and presenting rule-based conclusions, along with explanations identifying the factor or factors influencing the conclusions. Other embodiments may be disclosed and/or claimed.

Claims (63)

1. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to the computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion;

selecting, by the computer system, one or more factors of the plurality of factors to indicate in a second electronic communication;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanations associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations, in which presenting the GUI includes displaying the indication of the explanation, the indication of the factor, and the indication of the conclusion together simultaneously on the display screen.

2. The method of claim 1 , in which identifying the plurality of factors includes determining, for each respective factor in the plurality of factors, a respective weight associated with the respective factor's influence on the conclusion relative to the other factors in the plurality of factors.

3. The method of claim 2 , in which the computer system selects a factor from the plurality of factors having a highest weight.

4. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to the computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion, in which identifying the plurality of factors includes determining, for each respective factor in the plurality of factors, a respective weight associated with the respective factor's influence on the conclusion relative to the other factors in the plurality of factors;

selecting, by the computer system, one or more factors of the plurality of factors to indicate in a second electronic communication, in which the computer system selects a subset of factors from the plurality of factors based on the weights of the factors in the subset, and in which each of the selected factors in the subset have a higher weight than any unselected factor in the plurality of factors;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanations associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations.

5. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to a computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion, in which identifying the plurality of factors includes determining, for each respective factor in the plurality of factors, a respective weight associated with the respective factor's influence on the conclusion relative to the other factors in the plurality of factors, in which determining the respective weight for a respective factor includes:

identifying a plurality of likelihood indicators associated with the respective factor;

determining a respective weight for each respective likelihood indicator; and

determining the weight for the respective factor as the sum of the weights determined for each respective likelihood indicator;

selecting, by the computer system, one or more factors of the plurality of factors to indicate in a second electronic communication;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanations associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations.

6. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to the computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion;

selecting, by the computer system, one or more factors of the plurality of factors to indicate in a second electronic communication;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanations associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations, in which the second electronic communication further includes information associated with the determination of the conclusion, and in which presenting the GUI includes displaying the indication of the one or more explanations and the indication of the one or more factors in conjunction with a selectable link that, when selected by a user of the second client computing device, displays the information associated with the determination of the conclusion on the display screen.

7. The method of claim 1 , in which a list of candidate determination factors is further retrieved from a data structure stored in the memory, and the plurality of the factors is identified from the retrieved a list of candidate determination factors.

8. The method of claim 7 , in which the data structure includes a respective order of evaluation indicator for each respective candidate determination factor, the order indicating a sequence in which the candidate determination factors are to be evaluated.

9. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to the computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion;

selecting, by the computer system, one or more factors of the plurality of factors to indicated in a second electronic communication;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanation associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations, in which:

a list of candidate determination factors is further retrieved from a data structure stored in the memory, and the plurality of the factors is identified from the retrieved a list of candidate determination factors;

the data structure includes a respective order of evaluation indicator for each respective candidate determination factor, the order indicating a sequence in which the candidate determination factors are to be evaluated; and

the data structure further includes a respective set of likelihood indicators for each respective candidate determination factor, and in which identifying a factor having influence on the determination of the conclusion includes:

determining a respective weight for each respective likelihood indicator in the set of likelihood indicators; and

determining a respective weight for the factor having influence on the determination of the conclusion, in which the respective weight is determined as a sum of the weights determined for each respective likelihood indicator.

10. The method of claim 1 , in which at least a certain one of the presented explanations includes a proposed remedy for the event that the factor associated with the certain one of the presented explanations is undesirable to a user of the display screen.

11. A method comprising:

receiving, by a computer system from a first client computing device in communication with the computer system, a first electronic communication that includes a request to determine a conclusion, the request including data for determining the conclusion;

retrieving, by the computer system from a memory coupled to the computer system, one or more rules associated with the conclusion;

determining, by the computer system, the conclusion based on the data and the one or more rules;

identifying, by the computer system based on the data and the one or more rules, a plurality of factors having influence on the determination of the conclusion;

selecting, by the computer system, one or more factors of the plurality of factors to indicate in a second electronic communication;

retrieving, by the computer system from the memory, a respective explanation for each of the respective one or more selected factors, the respective explanation associated with each respective factor's influence on the conclusion; and

transmitting, by the computer system, the second electronic communication to a second client computing device that includes at least one of: an indication of the conclusion, and at least one of an indication of the selected one or more selected factors, and an indication of the one or more explanations associated with the one or more selected factors, in which the second electronic communication is configured to cause the second client computing device to present, on a display screen of the second client computing device, a graphical user interface (GUI) that includes at least one of: the indication of the conclusion, the indication of the one or more selected factors, and the indication of the one or more explanations, in which presenting the GUI includes displaying the indication of the one or more explanations in conjunction with a selectable link that, when selected by a user of the second client computing device, presents an option to modify a setting associated with the proposed remedy on the display screen.

12. The method of claim 1 , in which the second client computing device is the same as the first client computing device.

13. The method of claim 1 , in which the second client computing device is distinct from the first client computing device.

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 Aug 16, 2022
From: AGRAWAL, NAVEEN KUMAR; KUSHNIRUK, MARSHAL; WILHELM, MARK; WILSON, AARON DAVID
To: AVALARA, INC.
Reel/Frame 060824/0677 →