Interactive, customizable display and analysis of electronically tagged financial information
First Claim
1. A computer program product, comprising a computer-readable storage medium including computer-readable instructions embodied therein, that when executed by one or more processors, implement a method for the retrieval, analysis and display of electronically tagged financial data, the instructions comprising:
- an integrated file access component, analysis component and presentation component for accessing, analyzing and presenting electronically tagged financial data within the application;
the file access component comprising;
one or more user selection modules for selecting a plurality of files, the files including at least electronically tagged financial data which adhere to different taxonomies that are associated with the same type of content,the analysis component comprising;
one or more analysis modules for calculating at least a first common analysis measure for comparison and analysis of electronically tagged financial data from a first file which adheres to a first taxonomy and corresponding electronically tagged financial data from a second file which adheres to a second taxonomy that are associated with the same type of content, including (i) a first formula having components based on the first taxonomy for calculating the first common analysis measure from electronically tagged financial data from the first file, and (ii) a second formula having components based on the second taxonomy for calculating the first common analysis measure from electronically tagged financial data from the second file, wherein the first common analysis measure comprises an analytical metric not present in either the first file or the second file; and
the presentation component comprising;
one or more presentation modules for presenting information associated with the selected files, the presented information including data elements and a calculation of at least the first common analysis measure automatically formatted according to presentation information associated with the selected files so as to provide simultaneous line-by-line display of at least the first calculated common analysis measures that correspond to different taxonomies and another calculated common analysis measure.
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Accused Products
Abstract
A software application which allows for the structured access, customizable display and analysis of financial data in XML or other formats retrieved from either local files or internet databases or internet file directories. The application displays text-based electronically-tagged financial data as interactive documents using a multiple document interface and interactive display settings. The application retrieves information specific to the file, its financial content, and publisher to both create a customized presentation and perform both content-specific and comparative financial analysis of data from a variety of sources.
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Citations
80 Claims
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1. A computer program product, comprising a computer-readable storage medium including computer-readable instructions embodied therein, that when executed by one or more processors, implement a method for the retrieval, analysis and display of electronically tagged financial data, the instructions comprising:
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an integrated file access component, analysis component and presentation component for accessing, analyzing and presenting electronically tagged financial data within the application; the file access component comprising; one or more user selection modules for selecting a plurality of files, the files including at least electronically tagged financial data which adhere to different taxonomies that are associated with the same type of content, the analysis component comprising; one or more analysis modules for calculating at least a first common analysis measure for comparison and analysis of electronically tagged financial data from a first file which adheres to a first taxonomy and corresponding electronically tagged financial data from a second file which adheres to a second taxonomy that are associated with the same type of content, including (i) a first formula having components based on the first taxonomy for calculating the first common analysis measure from electronically tagged financial data from the first file, and (ii) a second formula having components based on the second taxonomy for calculating the first common analysis measure from electronically tagged financial data from the second file, wherein the first common analysis measure comprises an analytical metric not present in either the first file or the second file; and the presentation component comprising; one or more presentation modules for presenting information associated with the selected files, the presented information including data elements and a calculation of at least the first common analysis measure automatically formatted according to presentation information associated with the selected files so as to provide simultaneous line-by-line display of at least the first calculated common analysis measures that correspond to different taxonomies and another calculated common analysis measure. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27)
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28. A computer program product, comprising a computer-readable storage medium including computer-readable instructions embodied therein, that when executed by one or more processors, implement a method for the retrieval, analysis and display of electronically tagged financial data in XBRL format, the instructions comprising:
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an integrated file access component, analysis component and presentation component for accessing, analyzing and presenting electronically tagged financial data in XBRL format within the application; the file access component comprising; one or more user selection modules for selecting a plurality of XBRL files, the XBRL files including at least electronically tagged financial data which adhere to different taxonomies that are associated with the same type of content, the analysis component comprising; one or more analysis modules for calculating at least a first common analysis measure for comparison and analysis of electronically tagged financial data from a first file which adheres to a first taxonomy and corresponding electronically tagged financial data from a second file which adheres to a second taxonomy that are associated with the same type of content, including (i) a first formula having components based on the first taxonomy for calculating the first common analysis measure from electronically tagged financial data from the first file, and (ii) a second formula having components based on the second taxonomy for-calculating the first common analysis measure from electronically tagged financial data from the second file, wherein the first common analysis measure comprises an analytical metric not present in either the first file or the second file; and the presentation component comprising; one or more presentation modules for presenting information associated with the selected XBRL files, the presented information including data elements and a calculation of at least the first common analysis measure automatically formatted according to presentation information associated with the selected XBRL files so as to provide simultaneous line-by-line display of at least the first calculated common analysis measures that correspond to different taxonomies and another calculated common analysis measure. - View Dependent Claims (29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54)
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55. A computer-implemented method for processing electronically tagged financial data in XBRL format, the method being executed by one or more processors configured to perform a plurality of operations comprising:
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selecting a plurality of XBRL files, the XBRL files including at least electronically tagged financial data which adhere to different taxonomies that are associated with the same type of content; calculating at least a first common analysis measure for comparison and analysis of electronically tagged financial data from a first file which adheres to a first taxonomy and corresponding electronically tagged financial data from a second file which adheres to a second taxonomy that are associated with the same type of content, including (i) a first formula having components based on the first taxonomy for calculating the first common analysis measure from electronically tagged financial data from the first file, and (ii) a second formula having components based on the second taxonomy for calculating the first common analysis measure from electronically tagged financial data from the second file, wherein the first common analysis measure comprises an analytical metric not present in either the first file or the second file; and presenting information associated with the selected XBRL file, the presented information including data elements and a calculation of at least the first common analysis measure automatically formatted according to presentation information associated with the selected XBRL files so as to provide simultaneous line-by-line display of at least the first calculated common analysis measures that correspond to different taxonomies and another calculated common analysis measure. - View Dependent Claims (56, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69, 70, 71, 72, 73, 74, 75, 76, 77, 78, 79, 80)
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Specification