System and method for rendering of financial data

• US 20070050702A1
• Filed: 04/04/2006
• Published: 03/01/2007
• Est. Priority Date: 08/29/2005
• Status: Active Grant

• Current Assignee: Donnelley Financial, LLC (Donnelley Financial Solutions, Inc.)
• Original Assignee: EDGAR Online, Inc. (RR Donnelley & Sons Company)
• Inventors: Krugman, Robert, Chopin, Stefan
• Granted Patent: US 7,877,678 B2
• Time in Patent Office: Days
• US Class Current: 715/202
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/18 of spreadsheets form-filling G06F40/174

Abstract

A method of populating a spreadsheet with financial data, includes, in response to a user'"'"'s request for financial data, sending a request to a web service for the financial data, receiving a response to the request from the web service, processing the response, retrieving a taxonomy associated with the response and populating the spreadsheet in accordance with the response and the retrieved taxonomy.

Claims

1. A method of populating a spreadsheet with financial data, comprising:

in response to a user'"'"'s request for financial data, sending a request to a web service for the financial data;

receiving a response to the request from the web service;

processing the response;

retrieving a taxonomy associated with the response; and

populating the spreadsheet in accordance with the response and the retrieved taxonomy.

2. The method of claim 1, wherein sending the request to the web service comprises:

converting the user'"'"'s request to an XML file; and

sending the XML file to the web service.

3. The method of claim 1, wherein the response to the request is an XML file and receiving the response further comprises:

removing an XBRL instance document from the XML file; and

storing the XBRL instance document in a file cache.

4. The method of claim 3, further comprising:

executing function calls; and

returning values found in the instance document in response to execution of the function calls.

5. The method of claim 1, further comprising determining presentation rules.

6. A program storage device readable by a computer, tangibly embodying a program of instructions executable by the computer to perform the method of claim 1.

7. A computer data signal transmitted in one or more segments in a transmission medium which embodies instructions executable by a computer to perform the method of claim 1.

8. A programmed computer system for performing a method of populating a spreadsheet with financial data, the method comprising:

in response to a user'"'"'s request for financial data, sending a request to a web service for the financial data;

receiving a response to the request from the web service;

processing the response;

retrieving a taxonomy associated with the response; and

populating the spreadsheet in accordance with the response and the retrieved taxonomy.

9. The programmed computer system of claim 8, wherein sending the request to the web service comprises:

converting the user'"'"'s request to an XML file; and

sending the XML file to the web service.

10. The programmed computer system of claim 8, wherein the response to the request is an XML file and receiving the response further comprises:

removing an XBRL instance document from the XML file; and

storing the XBRL instance document in a file cache.

11. The programmed computer system of claim 10, further comprising:

executing function calls; and

returning values found in the instance document in response to execution of the function calls.

12. The programmed computer system of claim 8, further comprising determining presentation rules.

14. The computer recording medium of claim 12, wherein the code for sending the request to the web service comprises:

code for converting the user'"'"'s request to an XML file; and

code for sending the XML file to the web service.

13. A computer readable storage medium including computer executable code for populating a spreadsheet with financial data, comprising:

code for, in response to a user'"'"'s request for financial data, sending a request to a web service for the financial data;

code for receiving a response to the request from the web service;

code for processing the response;

code for retrieving a taxonomy associated with the response; and

code for populating the spreadsheet in accordance with the response and the retrieved taxonomy

15. The computer recording medium of claim 13, wherein the response to the request is an XML file and the code for receiving the response further comprises:

code for removing an XBRL instance document from the XML file; and

code for storing the XBRL instance document in a file cache.

16. The computer recording medium of claim 15, further comprising:

code for executing function calls; and

code for returning values found in the instance document in response to execution of the function calls.

17. The computer recording medium of claim 13, further comprising code for determining presentation rules.