US2023401378A1PendingUtilityA1

Automated preparation and submission of electronic registration

Assignee: AVALARA INCPriority: Jun 8, 2022Filed: Jun 7, 2023Published: Dec 14, 2023
Est. expiryJun 8, 2042(~15.9 yrs left)· nominal 20-yr term from priority
G06F 40/174G06F 16/951G06F 16/9532G06Q 40/123G06F 9/5083G06Q 20/102G06Q 40/02G06F 16/122G06F 16/183
68
PatentIndex Score
0
Cited by
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References
0
Claims

Abstract

A system for automated preparation and submission of electronic registration may obtain a pre-existing entity identifier that had been previously used by an electronic system of at least one authority entity to identify a primary entity. The system may electronically associate the pre-existing entity identifier with the primary entity and use it to perform automated actions to electronically collect one or more support content from the Internet or other sources regarding the primary entity. The system may electronically identify data from the support content relevant to the electronic registration and electronically extract the identified data from the support content. The system may also electronically verify the extracted data before electronically generating and submitting the electronic registration based on the extracted data. An adaptive UI may be automatically modified in response to a determination whether to electronically present a query via the adaptive UI for the supplemental data.

Claims

exact text as granted — not AI-modified
1 . A method, including:
 electronically initiating a process to collect data via a graphical user interface (GUI) to facilitate automated preparation of an electronic registration before initiating a process to remit resources from a first entity to one or more recipient entities based on relationship instances between the first entity and a plurality of secondary entities;   electronically obtaining a pre-existing entity identifier that had been previously used by an electronic system of at least one authority entity to identify the first entity;   electronically establishing the pre-existing entity identifier to be associated with the first entity;   using at least the entity identifier, performing automated actions to electronically collect one or more support content from the Internet regarding the first entity to facilitate automated preparation of the electronic registration document;   electronically identifying data from the one or more support content relevant to the electronic registration;   electronically extracting the identified data from the one or more support content in response to the electronically identifying the data;   electronically verifying the extracted data; and   electronically generating the electronic registration based on the extracted data.   
     
     
         2 . The method of  claim 1 , in which the operations further include:
 before electronically generating the electronic registration based on the extracted data, electronically determining, based on the extracted data, whether to electronically present a query via the GUI for supplemental data regarding the first entity to facilitate automated preparation of the electronic registration;   automatically modifying the GUI in response to the determination whether to electronically present a query via the GUI for the supplemental data;   electronically presenting the query via the GUI for the supplemental data;   electronically receiving the supplemental data via the GUI in response to electronically presenting the query via the GUI for the supplemental data; and   electronically verifying the supplemental data.   
     
     
         3 . The method of  claim 2  in which the electronically generating the electronic registration is based on the extracted data and the supplemental data. 
     
     
         4 . The method of  claim 2  in which the supplemental data includes one or more of: registration information regarding the first entity; information regarding the first entity stored by the at least one authority entity; information regarding the first entity available from public records identified using the entity identifier; information regarding the relationship instances between the first entity and a plurality of secondary entities; identification information regarding the first entity; location of the first entity; address of the first entity; name of individual associated with the first entity; products provided by the first entity; and services provided by the first entity. 
     
     
         5 . The method of  claim 1  in which the at least one authority entity is the one or more recipient entities. 
     
     
         6 . The method of  claim 1  in which the one or more support content includes one or more electronic documents. 
     
     
         7 . The method of  claim 6  in which:
 the electronically identifying data from the one or more support content relevant to the electronic registration includes electronically reading the one or more electronic documents to identify data relevant to the electronic registration in the one or more electronic documents; and 
 the electronically extracting the identified data from the one or more support content in response to the electronically identifying the data includes electronically extracting the identified data from the one or more electronic documents. 
 
     
     
         8 . The method of  claim 1 , in which the operations further include:
 based on the entity identifier, electronically determining whether to electronically present a query via the GUI for additional data to electronically collect information regarding the first entity to facilitate automated preparation of the electronic registration;   automatically modifying the GUI in response to the determination whether to electronically present the query via the GUI for the additional data;   electronically presenting the query via the GUI for the for additional data; and   receiving the additional data in response to the query, in which the electronically generating the electronic registration is also based on the additional data.   
     
     
         9 . The method of  claim 8  in which the additional data includes information to facilitate locating the additional data. 
     
     
         10 . The method of  claim 8  in which the determining whether to present the query for additional data is based on a determination whether the additional data may be obtained using the entity identifier alone. 
     
     
         11 . The method of  claim 1  in which the performing the automated actions to electronically collect one or more support content includes:
 using the entity identifier to identify which recipient entity of the one or more recipient entities and which digital rules associated with the identified recipient entity to use to determine locations of relevant support content for generating the electronic registration. 
 
     
     
         12 . The method of  claim 11  in which the locations of relevant support content include one or more of: one or more web sites; one or more data servers; one or more data streams. 
     
     
         13 . The method of  claim 1  in which the electronically identifying data from the one or more support content relevant to the electronic registration includes:
 using the entity identifier to identify which recipient entity of the one or more recipient entities and which digital rules associated with the identified recipient entity to use to determine which data is relevant from the one or more support content for generating the electronic registration. 
 
     
     
         14 . The method of  claim 1  in which the electronically generating the electronic registration based on the extracted data includes:
 using the entity identifier to identify which recipient entity of the one or more recipient entities and which digital rules associated with the identified recipient entity to use to generate the electronic registration. 
 
     
     
         15 . The method of  claim 1  further comprising:
 electronically receiving digital registration rules via the GUI; and 
 automatically modifying the GUI according to the received digital registration rules to collect additional data via the GUI, in which the performing automated actions to electronically collect one or more support content from the Internet regarding the first entity to facilitate automated preparation of the electronic registration document is also based on the additional data. 
 
     
     
         16 . The method of  claim 1  in which the electronically obtaining a pre-existing entity identifier includes:
 receiving an electronic document submitted via the GUI; 
 extracting the entity identifier from the electronic document submitted via the GUI. 
 
     
     
         17 . The method of  claim 1  in which the electronically obtaining a pre-existing entity identifier includes:
 presenting a prompt via the GUI for the entity identifier and a field into which the entity identifier is able to be entered; and 
 receiving the entity identifier via the GUI from the field into which the entity identifier was entered. 
 
     
     
         18 . The method of  claim 1  further including:
 generating a customer identifier based on the pre-existing entity identifier to identify the first entity within a system that generates the electronic registration. 
 
     
     
         19 . The method of  claim 1  in which the generating the electronic registration includes:
 using a form generator to collate at least some the extracted data to electronically generate an electronic registration form according to digital rules which are based on requirements of a selected one of the one or more recipient entities to which the registration form will be sent. 
 
     
     
         20 . The method of  claim 1  in which the automated actions include using a web crawler to go to public web sites to collect the one or more support content. 
     
     
         21 . The method of  claim 1  in which the generating the electronic registration is also based on existing data regarding the first entity already stored within a system that generates the electronic registration resulting from providing past electronic services calculating or remitting resources from the first entity to one or more recipient entities. 
     
     
         22 . The method of  claim 1  further including:
 presenting, via the GUI, a status of the electronic registration for each different recipient for which electronic registration is being performed for the first entity. 
 
     
     
         23 . The method of  claim 22  in which the status is regarding one or more of: electronic signatures associated with the first entity needed from the first entity to complete registration and translations needed from the first entity to complete registration. 
     
     
         24 - 69 . (canceled)

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