IP Library Granted Patent US 11,855,842
Granted Patent B1
US 11,855,842 · App. 18/173,014 · Granted Dec 26, 2023

Primary entity requesting from online service provider (OSP) to produce a resource and to prepare a digital exhibit that reports the resource, receiving from the OSP an access indicator that leads to the digital exhibit, and sending the access indicator to secondary entity

Inventors: Jayme Fishman (Boxford, MA); Andrew Brandon Chan (Chapel Hill, NC); Gregory T. Kavounas (Bellevue, WA)
Assignee: Avalara, Inc.
H04L41/084G06K7/1417H04L41/0895
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Quick Facts
Patent No.
US 11,855,842
App. No.
18/173,014
Granted
Dec 26, 2023
Kind
B1
Abstract

In embodiments, a computer system of a primary entity receives from a secondary entity a first communication about a relationship instance between the primary entity and the secondary entity, and transmits to an Online Service Provider (OSP) a second communication with a dataset. The dataset has dataset parameters about the relationship instance. The second communication causes the OSP to select a file template per the dataset, to produce a resource for the dataset, and to prepare a digital exhibit that is arranged to report the resource as answering the identified requirement. The OSP then transmits to the computer system a third communication that includes an access indicator adapted to facilitate viewing the digital exhibit. Upon receiving the third communication, the computer system transmits a fourth communication to the device of the secondary entity, the fourth communication including the access indicator.

Claims (43)

1. A computer system of a primary entity, the computer system including at least:

one or more processors; and

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

receiving, by the computer system via a communications network, a first communication from a device of a secondary entity that is distinct from the computer system, the secondary entity distinct from the primary entity, the first communication including data about a relationship instance between the primary entity and the secondary entity, a certain domain being associated with one of the primary entity and the secondary entity, the certain domain being one of a plurality of domains;

causing to be transmitted, by the computer system via a communications network and responsive to receiving the first communication, a second communication to a service engine of an Online Service Provider (OSP), the service engine distinct from the computer system, the second communication including a dataset having dataset parameters, at least some of the dataset parameters having respective dataset values about the relationship instance, at least one of the dataset parameters being a domain dataset parameter that has a domain dataset value that characterizes the certain domain, the second communication programmed to cause the service engine to:

parse the domain dataset parameter to identify the certain domain,

access a plurality of stored file templates that mention one or more requirements, at least some of the stored file templates being associated with respective ones of the plurality of domains,

select, responsive to at least the domain dataset value, one of the stored file templates that is related to the certain domain,

identify one of the requirements mentioned in the selected file template,

access stored digital resource rules,

select, responsive to one or more of the dataset values, a certain one of the accessed digital resource rules,

produce, by the service engine applying the certain digital resource rule to at least one of the dataset values, a resource for the identified requirement,

prepare, from the selected file template, a digital exhibit that is arranged to report the resource as answering the identified requirement, the prepared digital exhibit being stored in a storage location of a memory of the computer system,

input an access indicator adapted to facilitate viewing the digital exhibit when the digital exhibit is stored in the storage location, and

cause to be transmitted to the computer system a third communication, the third communication including the access indicator;

receiving, by the computer system, the third communication that is caused to be transmitted by the service engine; and

causing to be transmitted, by the computer system and responsive to the received third communication, a fourth communication to the device of the secondary entity, the fourth communication including the access indicator.

2. The computer system of claim 1 , in which:

the access indicator includes a QR (Quick Response) code.

3. The computer system of claim 1 , in which:

the access indicator includes a link that leads to the storage location.

4. The computer system of claim 1 , in which:

the access indicator includes a link that leads to the storage location, and

a passcode is further required to access the storage location.

5. The computer system of claim 1 , in which:

the access indicator is a QR (Quick Response) code that includes a link that leads to the storage location.

6. The computer system of claim 1 , in which:

the access indicator includes a link that leads to the digital exhibit, when the digital exhibit is stored in the storage location.

7. The computer system of claim 1 , in which:

the access indicator is a QR (Quick Response) code that includes a link that leads to the digital exhibit, when the digital exhibit is stored in the storage location.

8. The computer system of claim 1 , in which:

the fourth communication also includes the produced resource.

9. The computer system of claim 1 , in which:

the access indicator includes a QR (Quick Response) code that includes a link that leads to the storage location or to the digital exhibit when the digital exhibit is stored in the storage location, and

the third communication is an email that includes the QR code.

10. The computer system of claim 1 , in which:

the first communication includes an electronic signature made by the secondary entity, and

the digital exhibit includes the electronic signature.

11. The computer system of claim 1 , in which:

the first communication includes a network address, and

the fourth communication is caused to be transmitted to the network address.

12. The computer system of claim 11 , in which:

the access indicator includes a QR (Quick Response) code that includes a link that leads to the storage location or to the digital exhibit when the digital exhibit is stored in the storage location.

Assignments (5)
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 →
UPDATED ADDRESS OF ASSIGNEE Recorded May 30, 2024
From: AVALARA, INC.
To: AVALARA, INC.
Reel/Frame 067590/0527 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 7, 2023
From: FISHMAN, JAYME; CHAN, ANDREW BRANDON; KAVOUNAS, GREGORY T.
To: AVALARA, INC.
Reel/Frame 065488/0227 →