Taxonomy mapping

• US 8,280,856 B2
• Filed: 09/17/2010
• Issued: 10/02/2012
• Est. Priority Date: 08/31/2006
• Status: Expired due to Fees

• Current Assignee: Certent, Inc. (Global Software, Inc.)
• Original Assignee: Rivet Software
• Inventors: Rohan, Michael L., Huang, Emily, Blake, Rob
• Primary Examiner(s): Beausoliel, Jr., Robert
• Assistant Examiner(s): Arjomandi, Noosha
• Application Number:
  US12/885,227
• Publication Number:
  US 20110231373A1
• Time in Patent Office: 746 Days
• Field of Search: 707/687, 707/756, 707/791
• US Class Current: 707/687
• CPC Class Codes: G06Q 90/00 Systems or methods specially adapted for administrative, commercial, financial, managerial or supervisory purposes, not involving significant data processing

Abstract

Systems and methods for mapping extension taxonomy elements to a standard base taxonomy and thereafter making use thereof are provided. According to one embodiment, a list of base taxonomy elements is displayed on a display device. A taxonomy map is also displayed on the display device. The taxonomy map includes information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements. Responsive to one or more user input events corresponding to a selection of a base taxonomy element and corresponding to a request to map an extended taxonomy element to the selected base taxonomy element, the compatibility of the selected base taxonomy element with the extended taxonomy element is validated. If the compatibility is affirmed, then an association is formed between the extended taxonomy element and the selected base taxonomy element.

Claims

1. A computer-implemented method comprising:

causing to be displayed on a display device, by a taxonomy mapping module, a list of a plurality of base taxonomy elements of a financial reporting taxonomy;

causing to be displayed on the display device, by the taxonomy mapping module, a taxonomy map including information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements of the plurality of base taxonomy elements, wherein the reporting entity comprises a business entity having reporting obligations to an oversight or regulatory agency;

responsive to one or more user input events corresponding to a selection of a base taxonomy element of the plurality of base taxonomy elements and corresponding to a request to map an extended taxonomy element of the one or more extended taxonomy elements to the selected base taxonomy element, a validation module, validating compatibility of the selected base taxonomy element with the extended taxonomy element;

if the validation module affirms the compatibility, then forming an association, by the taxonomy mapping module, between the extended taxonomy element and the selected base taxonomy element for the purpose of facilitating reporting of financial information by the reporting entity to the oversight or regulatory agency;

if the validation module determines the selected base taxonomy element is incompatible with the extended taxonomy element, then rejecting, by the taxonomy mapping module, the request to map the extended taxonomy element to the selected base taxonomy element and causing to be displayed on the display device information regarding a reason for said rejecting; and

wherein the taxonomy mapping module and the validation module are implemented in one or more processors and one or more computer-readable storage media of one or more computer systems, the one or more computer-readable storage media having instructions tangibly embodied therein representing the taxonomy mapping module and the validation module that are executable by the one or more processors.

2. The method of claim 1, further comprising:

receiving, by a query processing module, a query involving the selected base taxonomy element; and

responsive to receipt of the query and based on the association, adding to the query, by the query processing module, the extended taxonomy element prior to initiating a query resolution process.

3. The method of claim 1, wherein the taxonomy mapping module and the validation module are part of a web-based application.

4. The method of claim 1, wherein the taxonomy mapping module and the validation module are part of a reporting/analysis application integrated with a business document production application.

5. The method of claim 4, wherein the business document production application comprises a word processing application.

6. The method of claim 5, wherein the word processing application comprises Microsoft®

Word.

7. The method of claim 4, wherein the business document production application comprises a spreadsheet application.

8. The method of claim 7, wherein the spreadsheet application comprises Microsoft®

Excel.

9. The method of claim 1, wherein the one or more user input events represent a drag and drop in which the selected base taxonomy element is dragged and dropped onto a row of the taxonomy map corresponding to the extended taxonomy element.

10. The method of claim 1, wherein said validating compatibility comprises ensuring compatibility of data types of the selected base taxonomy element and the extended taxonomy element.

11. The method of claim 10, wherein said validating compatibility comprises ensuring compatibility of period types of the selected base taxonomy element and the extended taxonomy element.

12. The method of claim 1, wherein the list of the plurality of base taxonomy elements comprises a subset of elements from a base eXtensible Business Reporting Language (XBRL) taxonomy and wherein the plurality of base taxonomy elements including categories of data that are commonly incorporated into business documents.

13. The method of claim 12, wherein the one or more extended taxonomy elements represent a subset of an extension XBRL taxonomy and define (i) new categories of data not reflected by the base taxonomy elements or (ii) a different presentation of one or more categories of data than that of the base taxonomy elements.

14. A computer system comprising:

a display device;

a storage device having stored therein one or more routines operable to perform a method for mapping taxonomy elements; and

one or more processors coupled to the storage device and the display device and operable to execute the one or more routines, wherein the method comprises;

causing to be displayed on a display device a list of a plurality of base taxonomy elements of a financial reporting taxonomy;

causing to be displayed on the display device a taxonomy map including information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements of the plurality of base taxonomy elements, wherein the reporting entity comprises a business entity having reporting obligations to an oversight or regulatory agency;

responsive to one or more user input events corresponding to a selection of a base taxonomy element of the plurality of base taxonomy elements and corresponding to a request to map an extended taxonomy element of the one or more extended taxonomy elements to the selected base taxonomy element, validating compatibility of the selected base taxonomy element with the extended taxonomy element;

if the compatibility is affirmed, then forming an association between the extended taxonomy element and the selected base taxonomy element for the purpose of facilitating reporting of financial information by the reporting entity to the oversight or regulatory agency; and

if the compatibility is not affirmed then rejecting the request to map the extended taxonomy element to the selected base taxonomy element and causing to be displayed on the display device information regarding a reason for said rejecting.

15. The computer system of claim 14, wherein the method further comprises:

receiving a query involving the selected base taxonomy element; and

responsive to receipt of the query and based on the association, adding to the query the extended taxonomy element prior to initiating a query resolution process.

16. The computer system of claim 14, wherein the one or more routines are part of a web-based application.

17. The computer system of claim 14, wherein the one or more routines are part of a reporting/analysis application integrated with a business document production application.

18. The computer system of claim 17, wherein the business document production application comprises a word processing application.

19. The computer system of claim 17, wherein the business document production application comprises a spreadsheet application.

20. The computer system of claim 18, wherein the word processing application comprises Microsoft®

Word.

21. The computer system of claim 19, wherein the spreadsheet application comprises Microsoft®

Excel.

22. The computer system of claim 14, wherein the one or more user input events represent a drag and drop in which the selected base taxonomy element is dragged and dropped onto a row of the taxonomy map corresponding to the extended taxonomy element.

23. The computer system of claim 14, wherein said validating compatibility comprises ensuring compatibility of data types of the selected base taxonomy element and the extended taxonomy element.

24. The computer system of claim 23, wherein said validating compatibility comprises ensuring compatibility of period types of the selected base taxonomy element and the extended taxonomy element.

25. The computer system of claim 14, wherein the list of the plurality of base taxonomy elements comprises a subset of elements from a base eXtensible Business Reporting Language (XBRL) taxonomy and wherein the plurality of base taxonomy elements including categories of data that are commonly incorporated into business documents.

26. The computer system of claim 25, wherein the one or more extended taxonomy elements represent a subset of an extension XBRL taxonomy and define (i) new categories of data not reflected by the base taxonomy elements or (ii) a different presentation of one or more categories of data than that of the base taxonomy elements.

27. A program storage device readable by a computer system, tangibly embodying a program of instructions executable by one or more processors of the computer system to perform method steps for mapping extended taxonomy elements to base taxonomy elements, said method steps comprising:

causing to be displayed on a display device a list of a plurality of base taxonomy elements of a financial reporting taxonomy;

causing to be displayed on the display device a taxonomy map including information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements of the plurality of base taxonomy elements, wherein the reporting entity comprises a business entity having reporting obligations to an oversight or regulatory agency;

responsive to one or more user input events corresponding to a selection of a base taxonomy element of the plurality of base taxonomy elements and corresponding to a request to map an extended taxonomy element of the one or more extended taxonomy elements to the selected base taxonomy element validating compatibility of the selected base taxonomy element with the extended taxonomy element for the purpose of facilitating reporting of financial information by the reporting entity to the oversight or regulatory agency;

if the compatibility is affirmed, then forming an association between the extended taxonomy element and the selected base taxonomy element; and

if the compatibility is not affirmed then rejecting the request to map the extended taxonomy element to the selected base taxonomy element and causing to be displayed on the display device information regarding a reason for said rejecting.

28. The program storage device of claim 27, wherein the method further comprises:

receiving a query involving the selected base taxonomy element; and

responsive to receipt of the query and based on the association, adding to the query the extended taxonomy element prior to initiating a query resolution process.

29. The program storage device of claim 27, wherein the program is part of a web-based application.

30. The program storage device of claim 27, wherein the program is part of a reporting/analysis application integrated with a business document production application.

31. The program storage device of claim 30, wherein the business document production application comprises a word processing application.

32. The program storage device of claim 30, wherein the business document production application comprises a spreadsheet application.

33. The program storage device of claim 31, wherein the word processing application comprises Microsoft®

Word.

34. The program storage device of claim 32, wherein the spreadsheet application comprises Microsoft®

Excel.

35. The program storage device of claim 27, wherein the one or more user input events represent a drag and drop in which the selected base taxonomy element is dragged and dropped onto a row of the taxonomy map corresponding to the extended taxonomy element.

36. The program storage device of claim 27, wherein said validating compatibility comprises ensuring compatibility of data types of the selected base taxonomy element and the extended taxonomy element.

37. The program storage device of claim 36, wherein said validating compatibility comprises ensuring compatibility of period types of the selected base taxonomy element and the extended taxonomy element.

38. The program storage device of claim 27, wherein the list of the plurality of base taxonomy elements comprises a subset of elements from a base eXtensible Business Reporting Language (XBRL) taxonomy and wherein the plurality of base taxonomy elements including categories of data that are commonly incorporated into business documents.

39. The program storage device of claim 38, wherein the one or more extended taxonomy elements represent a subset of an extension XBRL taxonomy and define (i) new categories of data not reflected by the base taxonomy elements or (ii) a different presentation of one or more categories of data than that of the base taxonomy elements.