IP Library Granted Patent US 12,028,273
Granted Patent B2
US 12,028,273 · App. 18/135,617 · Granted Jul 2, 2024

Computing systems, networks, and notifications

Inventors: Aaron Lee Robles (Bainbridge Island, WA); Nikki Nash (Bremerton, WA); Mark Janzen (Wichita, KS); Rahul Aggarwal (Pune, IN); Gregory T. Kavounas (Bellevue, WA); Hemendra Pal (Medina, WA)
Assignee: Avalara, Inc.
H04L47/823G06F3/0482
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Quick Facts
Patent No.
US 12,028,273
App. No.
18/135,617
Granted
Jul 2, 2024
Kind
B2
Abstract

Systems and methods electronically produce a local estimate of less-than-critical resources based on a client-side version of digital rules and coarse values received from an online service provider. Although using the client-side version of digital rules and the coarse values may not include all the parameters and values needed to provide a fully accurate estimate of the resource, the ability to locally estimate resources without having to make network calls to the online service provider, such as when there are unfavorable conditions or latency of the network, imminent overloading of the online service provider or other operating conditions or demands on the online service provider preventing it from producing a timely more accurate estimate, provides a faster and more efficient way of obtaining a potentially useful estimate of resources.

Claims (62)

1. A computer system of a client entity that is configured to cooperate with an online service platform (OSP), the computer system including at least:

one or more processors,

a local output device; and

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

storing locally on the storage medium a client computing facility (CCF) that includes digital rules;

receiving, from the OSP across a network, a coarse values file (CVF) that includes values;

generating a dataset that represents a relationship instance of the client entity with another entity;

producing, by the digital rules of the CCF and the values of the CVF, a local estimate of a resource for the dataset; and

outputting the local estimate to the local output device in conjunction with the dataset.

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

receiving, from the OSP across the network, an updated CVF that includes updated values;

storing locally on the storage medium the updated CVF to replace the CVF;

producing, by the digital rules of the CCF and the updated values of the updated CVF, an additional local estimate of a resource for the dataset; and

outputting the additional local estimate to the local output device in conjunction with the dataset.

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

determining whether producing the local estimate of the resource for the dataset has been enabled by the CCF, in which the producing of the local estimate is performed if it is determined producing the local estimate of the resource for the dataset has been enabled; and

if it is determined producing the local estimate of the resource for the dataset has not been enabled, then, instead of producing the local estimate:

producing, via one or more computer network calls to an online service platform (OSP) system, a more accurate estimate of the resource that is more accurate than the local estimate based on the dataset and digital rules stored remotely at the OSP system;

receiving the more accurate estimate from the OSP system; and

outputting the more accurate estimate to the local output device in conjunction with the dataset.

4. The system of claim 3 , in which the operations further include:

presenting a selection of options via a graphical user interface (GUI), in which the options include, for the dataset, one or more of: producing the local estimate and receiving the more accurate estimate; and

receiving a selection of the options, in which the producing the local estimate and the producing the more accurate estimate is based on the selection.

5. The system of claim 3 , in which the CVF values include values for a plurality of parameters that are used to produce the local estimate and the plurality of parameters that are used to produce the local estimate include fewer parameters than used by the OSP to produce the more accurate estimate.

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

after producing the local estimate, transmitting a follow-up computer network call to the OSP system to produce a more accurate estimate of the resource that is more accurate than the local estimate based on the dataset and digital rules stored remotely at the OSP system; and

in response to the transmitting the follow-up computer network call to the OSP system, receiving the more accurate estimate from the OSP system.

7. The system of claim 6 , in which the local estimate is transmitted to the OSP for reconciliation with the more accurate estimate to find discrepancies between the local estimate and the more accurate estimate.

8. The system of claim 6 , in which the operations further include:

reconciling the local estimate with the more accurate estimate to find discrepancies between the local estimate and the more accurate estimate.

9. The system of claim 6 , in which the operations further include:

computing differences between the local estimate and the more accurate estimate; and

recording the differences between the local estimate and the more accurate estimate.

10. The system of claim 9 , in which the operations further include:

electronically issuing one or more resource refunds based on the differences between the local estimate and the more accurate estimate.

11. The system of claim 6 , in which the operations further include:

receiving input indicating scheduling of the follow-up computer network call to the OSP system; and

performing the follow-up computer network call to the OSP system according to the input indicating the scheduling.

12. The system of claim 11 , in which receiving input indicating scheduling of the follow-up computer network call to the OSP indicates that follow-up computer network call to the OSP is to occur based on internet response times exceeding one or more thresholds.

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

determining whether selectable conditions are met in which to produce a more accurate estimate of the resource via one or more computer network calls to an online service platform (OSP) system; and

in response to determining that the selectable conditions are met, producing, via one or more computer network calls to the OSP system, the more accurate estimate based on the dataset.

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

before receiving the CVF, receiving, from the OSP system, data comprising the CCF.

15. The system of claim 14 , in which the CCF is received from the OSP system as part of a software development kit (SDK).

16. A method in a computer system of a client entity that is configured to cooperate with an online service platform (OSP), the method including:

storing locally on a storage medium of the computer system a client computing facility (CCF) that includes digital rules;

receiving, from the OSP across a network, a coarse values file (CVF) that includes values;

generating a dataset that represents a relationship instance of the client entity with another entity;

producing, by the digital rules of the CCF and the values of the CVF, a local estimate of a resource for the dataset; and

outputting the local estimate to a local output device of the computer system in conjunction with the dataset.

17. A method in a computer system of a client entity that is configured to cooperate with an online service platform (OSP), the method including:

storing locally on a storage medium of the computer system a client computing facility (CCF) that includes digital rules;

receiving, from the OSP across a network, a coarse values file (CVF) that includes values;

generating a dataset that represents a relationship instance of the client entity with another entity; and

producing, by the digital rules of the CCF and the values of the CVF, a local estimate of a resource for the dataset.

18. A non-transitory computer-readable storage medium having computer-executable instructions stored thereon that, when executed by at least one processor, cause a system to perform operations including:

storing a client computing facility (CCF) that includes digital rules locally on a storage medium of a computer system of a client entity that is configured to cooperate with an online service platform (OSP);

receiving, from the OSP across a network, a coarse values file (CVF) that includes values;

generating a dataset that represents a relationship instance of the client entity with another entity;

producing, by the digital rules of the CCF and the values of the CVF, a local estimate of a resource for the dataset; and

outputting the local estimate to the local output device in conjunction with the dataset.

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 Apr 17, 2023
From: THERRIEN, SETH; PARRAMORE, JONATHAN; PAUL, SUJOY; THOMAS, TREVOR; WOZNICKI, KELLY; BIXBY, JACOB WALLACE; HALVERSON, KEVIN ROBERT; ROBLES, AARON LEE; NASH, NIKKI; JANZEN, MARK; AGGARWAL, RAHUL; KAVOUNAS, GREGORY T.; PAL, HEMENDRA
To: AVALARA, INC.
Reel/Frame 063349/0685 →
Continuity (4)
Continuation 17127205 · Dec 18, 2020
Provisional Application 62950284 · Dec 19, 2019
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