Custom Rule Impact Alerts for Online Software Platform Data Changes

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Solution Overview

Problem

Existing online software platforms (OSPs) face challenges in efficiently addressing underlying changes in data that affect the relevance or correctness of custom digital rules applied to entity data, leading to incorrect results or resource misallocation.

Innovation Solution

The OSP is equipped with functionality to automatically alert entities about data changes impacting custom rules, ensuring timely adjustments and preventing incorrect outputs.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the OSP continuously monitors and checks all custom digital rules against underlying data changes, then the reliability of rule application is improved, but the processing resources and time required increase significantly

Engineering Contradiction:
Improveaccuracy of custom rule applicationVSAvoidprocessing efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs preliminary actions by establishing dependency relationships between custom digital rules and underlying data elements before changes occur. When data changes are detected, the system uses these pre-established dependencies to quickly identify and alert affected custom rules, avoiding the need to continuously monitor and check all rules against all data changes. This preliminary setup enables efficient, targeted monitoring only of relevant rule-data pairs.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the OSP implements comprehensive monitoring of underlying data changes affecting custom rules, then the reliability of resource production is improved, but the processing and storage resources required increase

Engineering Contradiction:
Improveaccuracy of resource productionVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments the monitoring process by dividing custom digital rules and underlying data into discrete, independently trackable elements with explicit dependency relationships. Instead of monitoring the entire system holistically, the OSP tracks individual data elements and their specific impacts on individual custom rules. This segmentation allows for targeted monitoring and alerting only when specific data changes affect specific rules, reducing overall system complexity while maintaining reliability.

Inventive Principle:
Principle #1Segmentation

3Loss of information

If the OSP alerts primary entities about every underlying data change that could affect custom rules, then the information completeness is improved, but the data transmission resources and communication overhead increase

Engineering Contradiction:
Improvecompleteness of change notificationVSAvoidcommunication resources consumed
Core Design Contradiction:
Loss of informationVSLoss of energy

Solution Approach 1:

The system implements feedback mechanisms where alert notifications include actionable information about specific data changes and their impact on custom digital rules. Primary entities receive targeted feedback about which of their custom rules are affected by underlying data changes, enabling them to take appropriate actions. This feedback approach ensures information completeness while reducing communication overhead by sending only relevant, actionable alerts rather than generic notifications about all data changes.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12621371B2Smart 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 Date: 2026.05.05 AVALARA INC
  • US12621371B2 patent drawing
  • US12621371B2 patent drawing
  • US12621371B2 patent drawing

AI summary

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.