Workiva Inc.

Herman Fischer

Dean Anthony Ritz

Susan Yount

Andrew Perkins

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 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.

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Woodland Hills, CA, United States of America

Herman Fischer