Online software platform (OSP) deriving resources, producing report document about them, and creating gallery with data substantiating the report document for viewing by third party
In embodiments, a method for an Online Software Platform (OSP) computer system includes receiving datasets having dataset values that represent relationship instance data of relationship instances between a client primary entity and other secondary entities, selecting digital rules responsive to these dataset values, producing resources for the datasets by applying the selected digital rules to the dataset values, deriving a total value of the produced resources, generating a report document that mentions at least the derived the total value, and preparing an instantiation that enables viewing a data record that substantiates the derived total value. The method may further include making this instantiation available for viewing to a domain entity that has access to the report document and wants to confirm the derived total value.
1. A method for an online software platform (OSP) computer system, the method including at least:
receiving, by the OSP computer system from a remote device via a network, a dataset having dataset values, the dataset values representing relationship instance data of a relationship instance between a primary entity and a secondary entity;
inputting, by the OSP computer system, entity data of the primary entity;
selecting, by the OSP computer system, a digital rule responsive to at least one of the dataset values;
producing, by the OSP computer system applying the selected digital rule to at least one of the dataset values, an individual resource for the dataset;
producing, by the OSP computer system, additional individual resources for the primary entity;
deriving, by the OSP computer system, a value of a total resource from the produced individual resource and from the additional individual resources;
generating, by the OSP computer system, a report document that mentions at least the entity data, includes report text, and mentions the value of the total resource in context of the report text;
enabling, by the OSP computer system, an agent of the primary entity to sign the report document by the agent affixing an electronic signature to the report document;
preparing, by the OSP computer system, an instantiation enabling viewing a data record, the data record including at least one of the dataset values, the produced individual resource, and at least some of the additional individual resources; and
making, by the OSP computer system, available for viewing to a domain entity the instantiation enabling viewing the data record, the domain entity distinct from the primary entity.
2. The method of claim 1 , further including:
accessing, by the OSP computer system, stored digital resource rules, and
in which the digital rule is selected from the accessed stored digital resource rules but not responsive to the primary entity data.
3. The method of claim 1 , further including:
accessing, by the OSP computer system, a stored digital override rule created by the primary entity, and
in which the selected digital rule is the accessed digital override rule.
4. The method of claim 1 , further including:
causing, by the OSP computer system, an individual resource notification to be transmitted about an aspect of the individual resource to one of an output device and another device.
5. The method of claim 1 , in which:
the data record also includes the value of the total resource.
6. The method of claim 1 , further including:
inputting, by the OSP computer system from the primary entity, a substantiation request, and
in which the instantiation enabling viewing the data record is prepared only responsive to the substantiation request having been inputted.
7. The method of claim 1 , in which:
the instantiation enabling viewing the data record includes a version of one or more data record documents that include at least portions of the data record.
8. The method of claim 7 , in which:
the version includes an original of the one or more data record documents.
9. The method of claim 7 , in which:
the version includes a copy of the one or more data record documents.
10. The method of claim 7 , further including:
preparing, by the OSP computer system, the one or more data record documents.
11. The method of claim 1 , in which:
the preparing of the instantiation enabling viewing the data record includes generating a viewable page, which is viewable via a User Interface (UI), and
the instantiation enabling viewing the data record includes a link on the viewable page, the link directing to a version of one or more data record documents that include portions of the data record.
12. The method of claim 11 , in which:
the version includes an original of the one or more data record documents.
13. The method of claim 11 , in which:
the version includes a copy of the one or more data record documents.
14. The method of claim 11 , further including:
preparing, by the OSP computer system, the one or more data record documents.
15. The method of claim 11 , further including:
preparing, by the OSP computer system, an additional document distinct from the viewable page and from the instantiation enabling viewing the data record, and
in which the viewable page further includes an additional link directing to the additional document.
16. The method of claim 11 , further including:
preparing, by the OSP computer system, an additional document distinct from the viewable page and from the instantiation enabling viewing the data record,
preparing, by the OSP computer system, a copy of the additional document, and
in which the viewable page further includes an additional link directing to the copy of additional document.
17. The method of claim 1 , further including:
preparing, by the OSP computer system, an additional instantiation enabling viewing an additional element distinct from the data record,
in which the additional instantiation and the instantiation enabling viewing the data record are stored in a substantiation gallery storage space, and
the making available to the domain entity for viewing is performed by making available the substantiation gallery storage space for viewing.
18. The method of claim 1 , further including:
the instantiation enabling viewing the data record is made available for viewing to the domain entity by making available to the domain entity an access instruction rendering accessible to an agent of the domain entity the instantiation enabling viewing the data record.
19. The method of claim 18 , in which:
the access instruction recites a password.
20. The method of claim 18 , further including:
preparing, by the OSP computer system, an additional instantiation enabling viewing an additional element distinct from the data record,
in which the additional instantiation and the instantiation enabling viewing the data record are stored as contents in a substantiation gallery storage space, and
the access instruction renders accessible to the agent the stored contents substantiation gallery storage space.
21. The method of claim 18 , in which:
the access instruction is made available to the domain entity by causing, by the OSP computer system, the access instruction to be uploaded to a server of the domain entity.
22. The method of claim 18 , in which:
the access instruction is made available to the domain entity by causing, by the OSP computer system, an access notification to be transmitted to the domain entity, the access notification containing the access instruction.
23. The method of claim 18 , further including:
augmenting, by the OSP computer system, the report document with the access instruction, and
in which the access instruction is made available to the domain entity by the augmented and signed report document being caused to become available to the domain entity.
24. The method of claim 23 , in which:
the access instruction recites a password.
25. The method of claim 23 , further including:
causing, by the OSP computer system, the signed report document thus augmented with the access instruction to become uploaded to a server of the domain entity.
26. The method of claim 23 , in which:
the signed report document is thus augmented by adding to it a device-actuatable feature for the access instruction.
27. The method of claim 26 , in which:
the access instruction defines a Uniform Resource Locator (URL), and
the device-actuatable feature includes a link leading to the URL.
28. The method of claim 26 , in which:
the access instruction defines a Uniform Resource Locator (URL), and
the device-actuatable feature includes a machine-readable quick response (QR) code that encodes the URL.
29. The method of claim 28 , in which:
the QR code further includes a link leading to the URL of the access instruction.