Online Software Platform Report Substantiation

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Solution Overview

Problem

Current online software platforms face challenges in enabling timely and efficient review of computations and determinations by entities other than the platform, especially when these involve complex computations and determinations based on earlier data.

Innovation Solution

The online software platform (OSP) is configured to receive datasets representing relationship instance data, select digital rules, produce resources by applying these rules, derive a total value, generate a report document, and prepare an instantiation to view data records, allowing for access by domain entities to confirm derived values.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the OSP enables review of computations and determinations by external entities, then transparency and verification capability are improved, but processing time and system resource consumption increase

Engineering Contradiction:
Improveverification capabilityVSAvoidprocessing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The OSP pre-generates substantiation materials including data records, digital rules, and resources that substantiate computations and determinations before external review is requested. These materials are prepared and stored in advance, enabling immediate access when verification is needed, thus improving verification capability without adding processing delays

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates copies of relevant data records, digital rules, and computed resources that can be accessed by external entities for verification purposes. These copies enable thorough review and validation without requiring the OSP to re-process or re-compute the original data, maintaining system efficiency while enhancing transparency

Inventive Principle:
Principle #26Copying

2Measurement precision

If the OSP prepares comprehensive substantiation materials for external review, then verification accuracy is improved, but data transmission and storage resources increase

Engineering Contradiction:
Improveverification accuracyVSAvoiddata transmission resources
Core Design Contradiction:
Measurement precisionVSQuantity of substance

Solution Approach 1:

The OSP extracts and provides only the specific data records, digital rules, and resources that are directly relevant to substantiating particular computations and determinations. Rather than transmitting entire datasets, the system selectively extracts the minimal necessary subset of information required for verification, ensuring high verification accuracy while minimizing data transmission and storage requirements

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The substantiation materials are organized into segmented, modular components including individual data records, specific digital rules, and associated resources. This segmentation allows external entities to access and verify only the specific portions relevant to their review needs, reducing overall data transmission requirements while maintaining complete verification capability for each computation

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12339911B2Online software platform (OSP) deriving resources, producing report document about them, and creating gallery with data substantiating the report document for viewing by third party
Publication Date: 2025.06.24 AVALARA INC
  • US12339911B2 patent drawing
  • US12339911B2 patent drawing
  • US12339911B2 patent drawing

AI summary

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.