RDX enhancement of system and method for implementing reusable data markup language (RDL)

• US 20030041077A1
• Filed: 01/23/2002
• Published: 02/27/2003
• Est. Priority Date: 01/24/2001
• Status: Active Grant

• Current Assignee: e-Numerate Solutions, Inc.
• Original Assignee: e-Numerate Solutions, Inc.
• Inventors: Hampton, Luther Pearson III, Davis, Russell T.
• Granted Patent: US 9,600,842 B2
• Time in Patent Office: Days
• US Class Current: 715/500
• CPC Class Codes: G06F 16/80 of semi-structured data, e.g. markup language structured data such as SGML, XML or HTML content-based retrieval of web data G06F16/95
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 16/94 Hypermedia Hyperlinking G06F40/134
• CPC Class Codes: G06F 16/9558 Details of hyperlinks; Management of linked annotations
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 3/0486 Drag-and-drop
• CPC Class Codes: G06F 40/117 Tagging; Marking up details of markup languages G06F40/143; Designating a block; Setting of attributes style sheets, e.g. eXtensible Stylesheet Language Transformation [XSLT], G06F40/154
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06F 40/221 Parsing markup language streams streaming G06F40/149
• CPC Class Codes: G06F 40/242 Dictionaries
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

Methods and systems in accordance with the present invention allow users to efficiently manipulate, analyze, and transmit eXtensible Business Reporting Language (“XBRL”) reports. They allow users to automatically build financial reports that are acceptable to governing agencies such as the IRS. In one embodiment, the reports are developed by a parser that transforms text documents into software elements containing a format with a hierarchal relationship between the software elements, and an editor that develops reports by referencing the software elements transformed from the text documents. Methods and systems in accordance with the present invention also enable reports to be automatically scheduled by gathering desired information from an accounting system, formatting the information into an XBRL document, and transmitting it to an end source. Furthermore, systems and methods in accordance with the present invention allow a user to translate an XBRL document into RDL format and use the RDL system to manipulate and analyze it.

Claims

1. A data processing system for developing reports, comprising:

a parser that receives one or more text documents and creates software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents; and

an editor that develops reports by referencing the software elements created from the one or more text documents and retrieves data from one or more sources to represent one or more values within the report.

2. The data processing system of claim 1, wherein the format with the hierarchal relationship between the software elements is a Numerator Document Object Model (NDOM).

3. The data processing system of claim 1, wherein the one or more text documents are XBRL documents.

4. The data processing system of claim 1, wherein the parser creates the software elements having the format with the hierarchal relationship by interpreting tags included in the one or more text documents.

5. The data processing system of claim 1, wherein a manager manipulates the software elements.

6. The data processing system of claim 5, wherein the manager manipulates the software elements by browsing, editing, loading, and storing the software elements.

7. The data processing system of claim 1, wherein a mapper generates a relationship between the data from the one or more sources and the one or more values to be placed within the report.

8. The data processing system of claim 1, wherein one or more templates are used to develop the report.

9. The data processing system of claim 8, wherein the one or more templates contain data that is directly inserted into the report and instructions enabling data from the one or more sources to be inserted into the report.

10. The data processing system of claim 9, wherein the one or more templates provide instructions to a mapper to retrieve the data that is directly inserted into the report and data from local or remote sources.

11. The data processing system of claim 1, wherein a mapper links the report and the one or more sources that will present one or more values within the report.

12. The data processing system of claim 11, wherein the report and the one or more sources are linked through a “

drag and drop”

process.

13. The data processing system of claim 1, wherein the editor provides for the software elements to be modified to create a new combination of software elements representative of a new text document.

14. The data processing system of claim 1, wherein the editor provides for modification of one or more parameters associated with the software elements.

15. The data processing system of claim 1, wherein the software elements are transformed to new software elements and are imported into an RDL system.

16. The data processing system of claim 15, wherein the software elements are transformed to the new software elements by retrieving a tag associated with each of the software elements in a dictionary and invoking a translation routine associated with the tag.

17. A method in a data processing system for developing reports, comprising:

receiving one or more text documents;

creating software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents; and

developing reports by referencing the software elements created from the one or more text documents and retrieving data from one or more sources to represent one or more values within the report.

18. The method of claim 17, wherein creating the software elements from the one or more text documents includes representing the software elements in a Numerator Document Object Model (NDOM).

19. The method of claim 17, wherein creating the software elements includes creating software elements from one or more XBRL documents.

20. The method of claim 17, wherein creating the software elements having the format with the hierarchal relationship includes interpreting tags included in the one or more text documents.

21. The method of claim 17, further comprising manipulating the software elements by browsing, editing, loading, and storing the software elements.

22. The method of claim 17, further comprising generating a relationship between the data from one or more sources and the one or more values to be placed within the report.

23. The method of claim 17, further comprising developing the report from one or more templates, which contain data that is directly inserted into the report and instructions enabling data from the one or more sources to be inserted into the report.

24. The method of claim 22, wherein the relationship is generated through a “

drag and drop”

process.

25. The method of claim 17, further comprising modifying the software elements to create a new combination of software elements representative of a new text document.

26. The method of claim 17, further comprising modifying the software elements by editing one or more parameters associated with the software elements.

27. The method of claim 17, further comprising transforming the software elements to new software elements for importing into an RDL system.

28. The method of claim 27, wherein transforming the new software elements includes retrieving a tag associated with each of the software elements in a dictionary and invoking a translation routine associated with the tag.

29. A data processing system for developing reports, comprising:

means for receiving one or more text documents;

means for creating software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents; and

means for developing reports by referencing the software elements created from the one or more text documents and retrieving data from one or more sources to represent one or more values within the report.

30. A computer-readable medium including instructions for controlling a processor to perform a method for developing reports, the method comprising the steps of:

receiving one or more text documents;

creating software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents; and

developing reports by referencing the software elements created from the one or more text documents and retrieving data from one or more sources to represent one or more values within the report.

31. The computer-readable medium of claim 30, wherein creating the software elements from the one or more text documents includes representing the software elements in a Numerator Document Object Model (NDOM).

32. The computer-readable medium of claim 30, wherein creating the software elements includes creating software elements from one or more XBRL documents.

33. The computer-readable medium of claim 30, wherein creating the software elements having the format with the hierarchal relationship includes interpreting tags included in the one or more text documents.

34. The computer-readable medium of claim 30, further comprising manipulating the software elements by browsing, editing, loading, and storing the software elements.

35. The computer-readable medium of claim 30, further comprising generating a relationship between the data from the one or more sources and the one or more values to be placed within the report.

36. The computer-readable medium of claim 30, further comprising developing the report from one or more templates, which contain data that is directly inserted into the report and instructions enabling data from the one or more sources to be inserted into the report.

37. The computer-readable medium of claim 35, wherein the relationship is generated through a “

drag and drop”

process.

38. The computer-readable medium of claim 30, further comprising modifying the software elements to create a new combination of software elements representative of a new text document.

39. The computer-readable medium of claim 30, further comprising modifying the software elements by editing one or more parameters associated with the software elements.

40. The computer-readable medium of claim 30, further comprising transforming the software elements to new software elements for importing into an RDL system.

41. The computer-readable medium of claim 40, wherein transforming the new software elements includes retrieving a tag associated with each of the software elements in a dictionary and invoking a translation routine associated with the tag.

42. A data processing system for developing reports, comprising:

a parser that receives one or more text documents and creates software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents;

a manager that manipulates the software elements;

an editor that develops reports by referencing the software elements created from the one or more text documents; and

a mapper that retrieves data from one or more sources to represent one or more values within the report.

43. The data processing system of claim 42, wherein the format with the hierarchal relationship between the software elements is a Numerator Document Object Model (NDOM).

44. The data processing system of claim 42, wherein one or more text documents are XBRL documents.

45. The data processing system of claim 42, wherein the parser creates the software elements with the format with the hierarchal relationship by interpreting tags included in the one or more text documents.

46. The data processing system of claim 42, wherein the manager manipulates the software elements by browsing, editing, loading, and storing the software elements.

47. The data processing system of claim 42, wherein the report is developed from one or more templates, which contain data that is directly inserted into the report and instructions enabling data from the one or more sources to be inserted into the report.

48. The data processing system of claim 47, wherein the one or more templates provides instructions to the mapper to retrieve the data that is directly inserted into the report and data from local or remote sources.

49. The data processing system of claim 42, wherein the report and the one or more sources are linked through a “

drag and drop”

process.

50. The data processing system of claim 42, wherein the editor provides for the software elements to be modified to create a new combination of software elements representative of a new text document;

51. The data processing system of claim 42, wherein the editor provides for modification of one or more parameters associated with the software elements;

52. The data processing system of claim 42, wherein the software elements are transformed to new software elements and are imported into an RDL system.

53. The data processing system of claim 52, wherein the software elements are transformed to the new software elements by retrieving a tag associated with each of the software elements in a dictionary and invoking a translation routine associated with the tag.

54. A method for data processing, comprising:

receiving one or more text documents;

creating software elements having a format with a hierarchal relationship between the software elements based on the one or more text documents;

manipulating the software elements;

developing reports by referencing the software elements created from the one or more text documents;

generating a relationship between data from one or more sources and one or more values to be placed within the report; and

retrieving data from the one or more sources to represent the one or more values within the report.

55. The method of claim 54, wherein creating the software elements from the one or more text documents includes representing the software elements in a Numerator Document Object Model (NDOM).

56. The method of claim 54, wherein creating the software elements from the one or more text documents includes creating software elements from one or more XBRL documents.

57. The method of claim 54, wherein creating the software elements having the format with the hierarchal relationship includes interpreting tags included in the text documents.

58. The method of claim 54, further comprising developing the report from one or more templates, which contain data that is directly inserted into the report and instructions enabling data from the one or more sources to be inserted the report.

59. The method of claim 54, further comprising modifying the software elements to create a new combination of software elements representative of a new text document;

60. The method of claim 54, further comprising modifying the software elements by editing one or more parameters associated with the software elements;

61. The method of claim 54, further comprising transforming the software elements to new software elements for importing into an RDL system.

62. A data processing system, comprising:

a parser that;

receives one or more text documents,

interprets tags included in the one or more text documents to create software elements, and

determines the hierarchy of the software elements within a structure representative of the one or more text documents.

63. The data processing system of claim 62, wherein the structure is a Numerator Document Object Model (NDOM).

64. The data processing system of claim 62, wherein the one or more text documents are XBRL documents.