IP Library Granted Patent US 12,236,366
Granted Patent B1
US 12,236,366 · App. 18/237,820 · Granted Feb 25, 2025

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 12,236,366
App. No.
18/237,820
Granted
Feb 25, 2025
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 (15)

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.

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. 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.

5. The method of claim 4 , 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.

6. 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.

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

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

Assignments (2)
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 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 25, 2023
From: AGRAWAL, NAVEEN KUMAR; KUSHNIRUK, MARSHAL; WILHELM, MARK; WILSON, AARON DAVID
To: AVALARA, INC.
Reel/Frame 064702/0794 →
Continuity (3)
Continuation 17889196 · Aug 16, 2022
Continuation 16875633 · May 15, 2020
Provisional Application 62861253 · Jun 13, 2019
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