Workiva Inc.

Web Filings, Inc.

Dean Anthony Ritz

Dustin Lee Hiatt

Susan Yount

Andrew Perkins

Alexander Campbell

Christian Plazas

Matthew Sanders

Ephie Risho

Willie Eide

Matthew Keller

Jacob Joshua Caban-Tomski

Herman Fischer

David Andrew Haila

Jason Carl Jones

Matthew James Heying

Justin Olson

One or more computing devices carry out a method for generating markup language to represent a calculation relationship among facts, wherein each fact is described by metadata whose characteristics are defined in an extensible business reporting language (XBRL) taxonomy document. In various implementations, the method includes: searching the document for a data item that contains an arithmetic formula, determining which other data items of the document are referenced by the arithmetic formula, determining which of the plurality of facts correspond to the referenced data items, based on the arithmetic formula, generating markup language that represents an arithmetic relationship among the facts corresponding to the referenced data items, and modifying the XBRL taxonomy document with the generated markup language.

Methods and computing device for generating markup language to represent a calculation relationship

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 system includes a mandatory comment in a software productivity tool. In various implementations, the system includes a computer that carries out actions including: opening in the software productivity tool a document stored in a non-volatile hardware data storage device; receiving a definition of an actionable data item of the document; receiving a request for an action associated with the item; determining if the action triggers a predefined comment rule; if triggered, then: requiring a mandatory comment; storing the accepted entered comment in the non-volatile hardware data storage device; and performing the requested action.

Mandatory comment on action or modification

A method requires a mandatory comment in a software productivity tool, comprising: opening in the software productivity tool a document stored in a non-volatile hardware data storage device; receiving a definition of an actionable data item of the document; receiving a request for an action associated with the item; determining if the action triggers a predefined comment rule; if triggered, then: requiring a mandatory comment; storing the accepted entered comment in the non-volatile hardware data storage device; and performing the requested action. A method specifies a mandatory comment, comprising: receiving a definition of an actionable data item of the document; receiving a definition of a comment rule related to an action on the item; receiving a definition of a comment criteria associated with the comment rule; and storing the actionable data item, the triggering criteria, and the comment criteria in a non-volatile storage device of a hardware device.

According to an implementation, a host computing device receives, from a first computing device, a data collection request of a first user. The data collection request indicates a data point (whose characteristics are defined in a mark-up language schema) that is to be the subject of the data collection and identifies a second user as provider of a value for the data point. The host computing device notifies the second user of the data collection request and receives, from a second computing device, a request of the second user for the data point to be assigned a plurality of categories. In response to the request of the second user, the host computing device extends the mark-up language schema to characterize the plurality of categories within the mark-up language schema.

Methods and a computing device for carrying out data collection

A computing device parses markup language of an instance document (e.g., an XBRL instance document) that contains a plurality of facts, in which each fact comprises a value that is tagged according to at least one concept of a plurality of concepts. A taxonomy document contains markup language that defines one or more relationships among the plurality of concepts. Based on the parsing of the markup language of the instance document, the computing device determines that at least two of the plurality of facts are in a calculation relationship with one another. The computing device then generates markup language representing the calculation relationships (e.g., XLink) and modifies the taxonomy document (e.g., modifies or extends a linkbase contained in the taxonomy document) with the generated markup language.

The disclosure is generally directed to a method and computing device for maintaining dependencies among multiple reference elements (e.g., formulas of a table or spreadsheet). In various embodiments, prior to a reevaluation operation carried out on the reference elements, a computing device receives an input of a reference element via a user interface (e.g., receives a user's input of a formula), assigns the reference element to a group based on the dependency between the reference element and one or more other reference elements, and assigns the reference element to a location within a dependency graph to which the other reference elements are assigned. In response to an event that requires at least one of the reference elements to be reevaluated, the computing device reevaluates each group of reference elements in sequence a group at a time.

Method and computing device for maintaining dependencies among reference elements

Embodiments are disclosed for the preparation, validation, and dissemination of XBRL based documents and reports. An embodiment system includes a user input device, an editing system, a data store, a validation system, and a publishing system. The user input device is configured to accept numerical and textual input from existing spreadsheet and word processing systems. The editing system provides functionality to generate a first XBRL based document including numerical and textual data, and, based on user input, to generate one or more additional XBRL based documents from the first document. The data store is configured to store source files associated with the corresponding XBRL based documents. The validation system is configured to validate, identify, and correct errors in XBRL based documents. The publishing system is configured to provide access to XBRL based documents over the internet and generate a reference locator to be used to access the documents.

Growing community of inventors

Edmonds, WA, United States of America

Dean Anthony Ritz