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US 12,769,858 B2Granted
Online software platform (OSP) extracting data of client for improved on-boarding of the client onto the OSP
AssigneeAvalara, Inc.
InventorsMark Wilhelm, Mrunalini Kulkarni, Simone van Rheenen, Rahul Aggarwal, Vimal Shantibhai Santoki, Mark Janzen, Rohit Ghule
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Abstract
A novel architecture of connections and Graphical User Interfaces (GUIs) is used to facilitate extracting a client business's data that is stored in some locations, and copying it to other locations for further processing according to digital rules.
Claims14
An online software platform (OSP) computer system including at least:
- one or more processors;
- and
- one or more non-transitory computer-readable storage media having stored thereon instructions which, when executed by the one or more processors, result in operations including at least:
- receiving via a network, from a client computer system of a client entity, one or more electronic communications that include an onboarding request for data of the client entity that is stored by an enterprise resource planning (ERP) computer system distinct from the OSP computer system, the onboarding request including ERP identification information about the ERP computer system and authentication information to access the data;
- contacting, using the ERP identification information, the ERP computer system;
- accessing, using the authentication information, the data of the client entity;
- copying the accessed data onto the one or more non-transitory computer-readable storage media;
- applying one or more digital rules to the copied data to generate a determination;
- and
- transmitting one or more electronic communications to the client computer system that make available an indication of the determination.
7 more elements
Dependencies are inferred from the claim text.