Compliance document creation, modification, and provisioning

US11341507B2 · kind B2 · utility

Assignee

• Avalara, Inc. · US

Inventors

• Michael J. Maselli · Cary, US
• Andrew Brandon Chan · Mississauga, CA

Key dates

• Filing date: Mar 14, 2017
• Grant date: May 24, 2022
• Expiry date: Apr 15, 2039

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q50/18
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Techniques are provided for facilitating creation, modification, provisioning and transfer of trusted electronic compliance documents. For each of multiple user requests to provide or receive trusted electronic compliance documents, automated operations are performed to determine whether the request is directed to one of a plurality of maintained trusted electronic compliance documents. Each trusted electronic compliance document references information regarding parties to a potential transaction and confers at least partial eligibility for parties to participate in the potential transaction. When it is determined that the request is directed to a maintained trusted electronic compliance document, access to the indicated trusted electronic compliance document is provided, including modifying a copy of the indicated trusted electronic compliance document to include information referenced with respect to an entity associated with the user request and an originator of the trusted electronic compliance document. A secure interface is provided for creating an indicated compliance document when it is determined that the request is not directed to a maintained compliance document.