Workiva Inc.

Web Filings, Inc.

David Andrew Haila

Graham I Cummins

Robert Ray Lamb

Jeroen Sebastian Cranendonk

Jason Carl Jones

Stephen Bush

John Arthur Bonk

Patrick Corwin Kujawa

Susan Yount

Matthew Sanders

Ryan Michael Gilsdorf

Sean Martin Kelly Burke

Jeffrey William Hilleman

James Michael Morse

Jason Aguilon

Robert Reed Becker

Dean Anthony Ritz

Andrew Perkins

Bradley Benjamin

Justin Olson

Thomas Ryan Connell

A method for facilitating the testing of a data sample involves a computing device carrying out the following actions: displaying a data sample on a user interface; receiving, via the user interface, a selection of a test to be performed on the data sample; receiving, via the user interface, an input of a result of the test; generating, in a graph database, a vertex representing a visual indicator corresponding to the input result; and creating, in the graph database, an association between the vertex representing the visual indicator and a vertex representing a file containing the displayed data sample.

Method and computing device for facilitating data sample testing

A computing device is configured to carry out actions including: generating, in a graph database, an access role vertex that defines an access role of a user, where the access role vertex is connected to a user vertex representing the user; generating a query vertex including a traversal clause that represents a query of the graph database; generating a permission edge between the access role vertex and the query vertex, where the permission edge defines the access role's permission to access the results of the query; receiving a request to execute the query on behalf of the user; in response to the request, traversing the graph database according to the traversal clause to locate a set of vertices; and generating a set of results based on the set of vertices.

System and methods for providing query-based permissions to data

A method of performing XBRL extension taxonomy concept replacement includes analyzing, by a processor, an XBRL document having XBRL tags to identify an XBRL extension taxonomy concept of an XBRL extension taxonomy that is superfluous in comparison with an XBRL base taxonomy concept for an XBRL base taxonomy upon which the XBRL extension taxonomy is based. The processor is configured to identify an extension extended linkrole in the XBRL extension taxonomy that includes the identified XBRL extension taxonomy concept, determine a base extended linkrole in the XBRL base taxonomy that matches the extension extended linkrole, determine an XBRL base taxonomy concept in the base extended linkrole that matches the identified XBRL extension taxonomy concept, and replace the identified XBRL extension taxonomy concept with the XBRL base taxonomy concept in the base extended linkrole.

Systems and methods for automated taxonomy concept replacement in an XBRL document

A method includes generating, in a graph database, an access role vertex that defines an access role of a user, where the access role vertex is connected to a user vertex representing the user; generating a query vertex including a traversal clause that represents a query of the graph database; generating a permission edge between the access role vertex and the query vertex, where the permission edge defines the access role's permission to access the results of the query; receiving a request to execute the query on behalf of the user; in response to the request, traversing the graph database according to the traversal clause to locate a set of vertices; and generating a set of results based on the set of vertices.

A method includes generating a database query in a database; receiving a first request to execute the database query on behalf of a first user; in response to the first request, executing the database query to generate a first set of results such that the first set of results is limited to data with which there is a semantic relationship in the database to a first datum representing the first user; receiving a second request to execute the database query on behalf of a second user; in response to the second request, executing the database query to generate a second set of results such that the second set of results is limited to data with which there is a semantic relationship in the database to a second datum representing the second user, where the first set of results and the second set of results are at least partially non-overlapping.

An XBRL document preparation system comprises an XBRL taxonomy module including one or more XBRL taxonomies having one or more XBRL concepts; a business document editor module that facilitates tagging of one or more entries of a business document with one or more XBRL tags based on the XBRL concepts, and generating an XBRL document including XBRL code corresponding to the tagged entries of the business document; an XBRL document validation system that validates the generated XBRL document and generates at least one of validation errors and warnings corresponding to the XBRL code; an XBRL validation report processing module that associates at least one of the generated validation errors and warnings with a specific source among the tagged entries of the business document; and a user interface module that identifies and facilitates editing the specific source among the tagged entries of the business document.

Systems and methods for navigating to errors in an XBRL document using metadata

An XBRL taxonomy migration system includes: a processor having a memory on which a program executable by the processor is stored for performing a method of XBRL taxonomy migration; an XBRL taxonomy module including a first version of an XBRL taxonomy having XBRL concepts and a second version of the XBRL taxonomy having related XBRL concepts; and an automated taxonomy migration module that facilitates migrating XBRL concepts of an XBRL document having XBRL tags by replacing XBRL concepts of the first version of the XBRL taxonomy with XBRL concepts of the second version of the XBRL taxonomy.

Systems and methods for automated taxonomy migration in an XBRL document

An XBRL extension taxonomy concept replacement system includes: a computer processor having a memory on which a program executable by the processor is stored for performing a method of XBRL extension taxonomy concept replacement; an XBRL taxonomy module including an XBRL extension taxonomy having XBRL extension taxonomy concepts and an XBRL base taxonomy having related XBRL base taxonomy concepts; and an automated superfluous XBRL extension taxonomy concept detection module that analyzes an XBRL document having XBRL tags and identifies an XBRL extension taxonomy concept of an XBRL extension taxonomy that is superfluous in comparison with an XBRL base taxonomy concept of an XBRL base taxonomy upon which the XBRL extension taxonomy is based.

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Ames, IA, United States of America

David Andrew Haila