IP Library Granted Patent US 12,197,428
Granted Patent B1
US 12,197,428 · App. 18/529,740 · Granted Jan 14, 2025

Corrective notification to account for delay or error in updating digital rules applied to produce resources

Inventors: Gregory T. Kavounas (Bellevue, WA); Pascal Patrice Van Dooren (Mercer Island, WA); Kevin James Hess (Hillsborough, NC); Barnabas Kendall (San Jose, CA)
Assignee: AVALARA, INC.
G06F16/2379G06Q40/00G06Q40/10G06Q40/123G06Q30/016G06Q30/0205G06Q50/26
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Quick Facts
Patent No.
US 12,197,428
App. No.
18/529,740
Granted
Jan 14, 2025
Kind
B1
Abstract

In embodiments, a first resource is produced for a first dataset having a time indicator, by applying a first digital rule. A first notification can be caused to be transmitted about an aspect of the first resource to a remote device. A second dataset can be stored, which has values derived from the first dataset, and encodes a parameter of the first resource. A second digital rule may be stored to replace the first digital rule, at an updating time (Tupd). The second digital rule may have an effective time (Teff) prior to the actual updating time Tupd. A second resource may be produced by applying the second digital rule. A second notification can be caused to be transmitted about an aspect of the second resource to a remote device.

Claims (83)

1. A method for a computer system, the method including at least:

receiving, by the computer system from a first remote device via a network, a first dataset having values, at least one of the values characterizing an attribute of a certain entity, at least another of the values being a first time indicator (T1) indicating a first time instance for the attribute;

accessing, by the computer system, a first digital rule having a first condition and a first consequent associated with the first condition;

recognizing, by the computer system, that the first condition is met by at least one of the values of the first dataset;

producing, by the computer system applying the first consequent, a first resource for the first dataset;

causing, by the computer system, a first notification to be transmitted about an aspect of the first resource to a second remote device via the network;

storing, by the computer system, a second dataset including: a first new value encoding a parameter for the first resource, a second new value derived from one of the values of the first dataset, and a second time indicator (T2) derived from the T1;

storing, by the computer system at an updating time (Tupd), a second digital rule in a rules memory, the second digital rule having a second condition and a second consequent associated with the second condition, the second digital rule different from the first digital rule;

inputting, by the computer system, an effective time (Teff) at which the second digital rule replaces the first digital rule;

recognizing, by the computer system, that the second condition is met by at least one of the values of the stored second dataset;

producing, by the computer system applying the second consequent, a second resource for the second dataset responsive to the T2 occurring after the Teff but prior to the Tupd, the second resource distinct from the first resource; and

causing, by the computer system, a second notification to be transmitted about an aspect of the second resource to a third remote device via the network.

2. The method of claim 1 , further including:

receiving, by the computer system, a field input after storing the second dataset, and

in which the second digital rule is stored responsive to the received field input.

3. The method of claim 1 , in which:

the first resource includes a computed numerical value,

the first new value is the numerical value,

the second new value is identical to the at least one of the values of the first dataset, and

the T2 is the same as the T1.

4. The method of claim 1 , in which:

one of the values of the first dataset is a numerical base value, applying the first consequent includes performing a mathematical operation on the numerical base value to produce the first resource, and

applying the second consequent includes performing the mathematical operation on the numerical base value to produce the second resource.

5. The method of claim 1 , in which:

the Teff is determined from the second digital rule.

6. The method of claim 1 , further including:

receiving, by the computer system, a field input after storing the second dataset, and

in which: the Teff is determined from the field input.

7. The method of claim 1 , in which:

the third remote device is the same as the second remote device.

8. The method of claim 1 , in which:

the first resource includes a first numerical value,

the second resource includes a second numerical value, and

further including:

computing, by the computer system, a difference between the second numerical value and the first numerical value, and

in which the aspect of the second resource is about the difference.

9. The method of claim 1 , further including:

selecting, by the computer system and responsive to the T2 occurring after the Teff but prior to the Tupd, a plurality of other datasets in addition to the second dataset;

producing, by the computer system applying the second consequent to the other datasets, additional resources for the other datasets, and

in which the second notification is also about an aspect of the additional resources.

10. The method of claim 9 , in which:

the first dataset includes a geographical indication of the certain entity, and

the other datasets are selected on the basis of also including the geographical indication.

11. The method of claim 1 , further including:

receiving, by the computer system, a field input after storing the second dataset; and

deleting, by the computer system, the first digital rule from the rules memory responsive to the received field input.

12. The method of claim 1 , in which:

the second condition is the same as the first condition.

13. The method of claim 1 , in which:

one of the values of the first dataset is a numerical base value that encodes an aspect of the first dataset,

applying the first consequent includes performing a mathematical operation on the numerical base value to produce the first resource,

the second new value is the numerical base value, and

applying the second consequent includes performing the mathematical operation on the second new value to produce an interim number, and

the second resource is produced by adding the first resource and the interim number.

14. The method of claim 1 , further including:

determining, by the computer system, that a non-notification condition is met, the non-notification condition rendering undesirable the second notification to be transmitted; and

responsive to the determination that the non-notification condition is met, not causing the second notification to be transmitted.

15. The method of claim 14 , in which:

the first resource includes a first numerical value,

the second resource includes a second numerical value,

the method further includes: computing, by the computer system, a difference between the second numerical value and the first numerical value;

determining that the difference is less than a threshold; and

in which the non-notification condition is met responsive to determining that the difference is less than the threshold.

16. The method of claim 14 , further including:

selecting, by the computer system and responsive to the T2 occurring after the Teff but prior to the Tupd, a plurality of other datasets in addition to the second dataset;

counting, by the computer system, a set number of the second dataset plus the plurality of the other datasets;

comparing, by the computer system, the set number to a first threshold, and

in which the non-notification condition is met responsive to determining that the set number is less than the first threshold.

17. The method of claim 14 , in which:

one of the values of the first dataset is a numerical base value, applying the first consequent includes performing a mathematical operation on the numerical base value to produce the first resource, and

further including:

selecting, by the computer system and responsive to the T2 occurring after the Teff but prior to the Tupd, a plurality of other datasets in addition to the second dataset, the plurality of other datasets having respective other numerical base values;

computing, by the computer system, a sum of the numerical base value and the other numerical base values; and

comparing, by the computer system, the sum to a second threshold, and in which the non-notification condition is met responsive to determining that the sum is less than the second threshold.

18. The method of claim 14 , in which:

one of the values of the first dataset is a numerical base value, applying the first consequent includes performing a mathematical operation on the numerical base value to produce the first resource, and

further including:

selecting, by the computer system and responsive to the T2 occurring after the Teff but prior to the Tupd, a plurality of other datasets in addition to the second dataset, the plurality of other datasets having respective other numerical base values;

counting, by the computer system, a set number of the second dataset plus the plurality of the other datasets;

comparing, by the computer system, the set number to a first threshold;

computing, by the computer system, a sum of the numerical base value and the other numerical base values; and

comparing, by the computer system, the sum to a second threshold, and

in which the non-notification condition is met responsive to determining that the set number is less than the first threshold, and the sum is less than the second threshold.

Assignments (3)
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 →
UPDATED ADDRESS OF ASSIGNEE Recorded Sep 6, 2024
From: AVALARA, INC.
To: AVALARA, INC.
Reel/Frame 068882/0121 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 5, 2023
From: KAVOUNAS, GREGORY T.; VAN DOOREN, PASCAL PATRICE; HESS, KEVIN JAMES; KENDALL, BARNABAS
To: AVALARA, INC.
Reel/Frame 065770/0295 →
Continuity (2)
Continuation 17020748 · Sep 14, 2020
Continuation In Part 16702420 · Dec 3, 2019
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