Systems and methods for automated taxonomy migration in an XBRL document

摘要

An XBRL taxonomy migration system includes: a processor having a memory on which a program executable by the processor is stored for performing a method of XBRL taxonomy migration; an XBRL taxonomy module including a first version of an XBRL taxonomy having XBRL concepts and a second version of the XBRL taxonomy having related XBRL concepts; and an automated taxonomy migration module that facilitates migrating XBRL concepts of an XBRL document having XBRL tags by replacing XBRL concepts of the first version of the XBRL taxonomy with XBRL concepts of the second version of the XBRL taxonomy.

主权项

1. An XBRL taxonomy migration system comprising:
a processor having a memory that stores a program executable by the processor for performing a method of XBRL taxonomy migration; an XBRL taxonomy module including a first version of a first XBRL taxonomy having XBRL concepts and a second version of the first XBRL taxonomy having related XBRL concepts, each of the first version of the first XBRL taxonomy and the second version of the first XBRL taxonomy including a base taxonomy and optionally one or more extensions of the base taxonomy; and an automated taxonomy migration module that receives an XBRL document having XBRL tags of the first version of the first XBRL taxonomy and migrates the received XBRL document to the second version of the first XBRL taxonomy by replacing XBRL concepts of the first version of the first XBRL taxonomy in the received XBRL document with XBRL concepts of the second version of the first XBRL taxonomy, wherein the migrated XBRL document no longer uses the first version of the first XBRL taxonomy, wherein the automated taxonomy migration module maintains tags from the received XBRL document that are of a second XBRL taxonomy in the migrated XBRL document, the second XBRL taxonomy being different from the first XBRL taxonomy and tags of the second XBRL taxonomy being simultaneously included with the XBRL tags of the first XBRL taxonomy in the received XBRL document.