公开(公告)号：US20240248937A1

公开(公告)日：2024-07-25

申请号：US18626199

申请日：2024-04-03

申请人： Avalara, Inc.

发明人： Bilkay ROSE ,  Mark JANZEN ,  Naveen Kumar AGRAWAL ,  Denis GULSEN ,  Gregory T. KAVOUNAS ,  Heidi GENEST ,  Erik van der HOEVEN ,  Tracy BARNEY ,  Yvonne SEIDL ,  Scott SEELY ,  Thomas GOLDSCHMIDT

IPC分类号： G06F16/93 ,  G06F16/28 ,  G06F16/955 ,  G06F21/44

CPC分类号： G06F16/93 ,  G06F16/288 ,  G06F16/9554 ,  G06F21/44 ,  G06F2221/2141

摘要： 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.