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1. WO2022006459 - SMART ALERTING OF ENTITY OF ONLINE SOFTWARE PLATFORM (OSP) ABOUT THEIR USER PROFILE AND CUSTOM RULES BEING IMPACTED BY UNDERLYING CHANGES IN DATA THAT THE OSP USES TO PROCESS THE ENTITY DATA

Publication Number WO/2022/006459
Publication Date 06.01.2022
International Application No. PCT/US2021/040187
International Filing Date 01.07.2021
IPC
G06F 9/50 2006.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
FELECTRIC DIGITAL DATA PROCESSING
9Arrangements for program control, e.g. control units
06using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
46Multiprogramming arrangements
50Allocation of resources, e.g. of the central processing unit
G06Q 10/00 2012.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10Administration; Management
G06Q 40/00 2012.1
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
CPC
G06F 9/50
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
FELECTRIC DIGITAL DATA PROCESSING
9Arrangements for program control, e.g. control units
06using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
46Multiprogramming arrangements
50Allocation of resources, e.g. of the central processing unit [CPU]
G06Q 30/04
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30Commerce, e.g. shopping or e-commerce
04Billing or invoicing ; , e.g. tax processing in connection with a sale
G06Q 40/123
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
12Accounting
123Tax preparation or submission
H04L 67/36
HELECTRICITY
04ELECTRIC COMMUNICATION TECHNIQUE
LTRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
67Network-specific arrangements or communication protocols supporting networked applications
36involving the display of network or application conditions affecting the network application to the application user
Applicants
  • AVALARA, INC. [US]/[US]
Inventors
  • LINGERFELT, Charles David
  • NASH, Nikki
  • KIM, Stefan
Agents
  • BAUNACH, Jeremiah, J.
  • OBEIDAT, Baha, A.
  • KUMABE, Blake, K.
  • SAHACHARTSIRI, Bobby
  • SOLTANI, Bobby, B.
  • ZENTZ, Bradley, J.
  • SARGEANT, Brooke
  • QUIST, Brooke, W.
  • EIDT, Chandra, E.
  • O'BRIEN, Daniel
  • CARLSON, David, V.
  • CONLEE, David C.
  • STARK, Duncan
  • TARLETON, E., Russell
  • SUN, Eileen, S.
  • HARWOOD, Eric, A.
  • HAN, Hai
  • TALBERT, Hayley, J.
  • KHANNA, Hemant
  • BARRETT, Jared, M.
  • DANLEY, Jeffrey E.
  • SAKOI, Jeffrey, M.
  • SEO, Jeong Hee
  • ZHANG, Jianping
  • MORGAN, John, A.
  • WAKELEY, John, J.
  • COE, Justin, E.
  • HENCKEL, Karen, M.
  • HEFTER, Karl, A.
  • HERMANNS, Karl, R.
  • MORGAN, Kevan, L.
  • COSTANZA, Kevin, S.
  • COOPER, Michael, P.
  • BENDEMIRE, Paul D.
  • LIN, Qing
  • HALLER, Rachel, A.
  • WEBB, Samuel, E.
  • LIU, Shi
  • LEEK, Shoko, I.
  • ROSENMAN, Stephen, J.
  • LAWRENZ, Steven, D.
  • ABEDI, Syed
  • BOLLER, Timothy, L.
  • SHEWMAKE, Thomas, A.
  • LIGON, Toby J.
  • LI, Yiheng
  • SAKOI, Zachary, M.
Priority Data
63/047,87602.07.2020US
Publication Language English (en)
Filing Language English (EN)
Designated States
Title
(EN) SMART ALERTING OF ENTITY OF ONLINE SOFTWARE PLATFORM (OSP) ABOUT THEIR USER PROFILE AND CUSTOM RULES BEING IMPACTED BY UNDERLYING CHANGES IN DATA THAT THE OSP USES TO PROCESS THE ENTITY DATA
(FR) ALERTE INTELLIGENTE D'ENTITÉ DE PLATEFORME LOGICIELLE EN LIGNE (OSP) CONCERNANT LE FAIT QUE SON PROFIL D'UTILISATEUR ET SES RÈGLES PERSONNALISÉES SONT IMPACTÉS PAR DES CHANGEMENTS SOUS-JACENTS DANS DES DONNÉES QUE L'OSP UTILISE POUR TRAITER LES DONNÉES D'ENTITÉ
Abstract
(EN) An online software platform (OSP) may store custom digital rules used for producing resources for relationship instances of certain primary entities with other entities. A custom rule may be created based on input from the primary entity that is intended to override a corresponding one of other stored digital rules (i.e., resource digital rules). The OSP automatically alerts the primary entity within a user interface or via other communications in response to the determination that an underlying change in data used to process primary entity data would affect a result of application of the custom digital rule, thus enabling such changes to be efficiently addressed and prevent incorrect results being output.
(FR) L'invention concerne une plateforme logicielle en ligne (OSP) qui peut stocker des règles numériques personnalisées utilisées pour produire des ressources pour des instances de relation de certaines entités primaires avec d'autres entités. Une règle personnalisée peut être créée sur la base d'une entrée provenant de l'entité primaire qui est destinée à annuler une règle correspondante parmi d'autres règles numériques stockées (c'est-à-dire, des règles numériques de ressources). L'OSP alerte automatiquement l'entité primaire au sein d'une interface utilisateur ou par l'intermédiaire d'autres communications en réponse à la détermination qu'un changement sous-jacent dans des données utilisées pour traiter des données d'entité primaire affecterait un résultat d'application de la règle numérique personnalisée, ce qui permet de traiter efficacement de tels changements et d'empêcher de fournir des résultats erronés.
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