Patents Assigned to Workiva Inc.
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Patent number: 11868400Abstract: Disclosed are systems and methods for XBRL tag outlier detection. In some embodiments, the method includes the steps of: receiving a first set of XBRL data records; generating a second set of XBRL data records based upon a subset of the first set of XBRL data records; training a machine learning model using the first set of XBRL data records and the second set of XBRL data records; receiving an XBRL document associated with one or more assigned XBRL tags; and analyzing the XBRL document using the trained machine learning model to identify a set of outlier XBRL tags in the one or more assigned XBRL tags.Type: GrantFiled: December 27, 2022Date of Patent: January 9, 2024Assignee: WORKIVA INC.Inventors: David Palazzo, Vasily Korf, Lisa Teofilo, Tristan Vellinga, Dorette Vermeulen
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Patent number: 11868712Abstract: A method for partially publishing edits to a document is described. A first document including a first cell and a second cell is displayed on first user account on a first computing device and on a second user account. A second document including a linked version of the first cell and a linked version of the second cell is displayed. An edit of the first cell is received from the first user account and an edit of the second cell is received. In response to receiving an indication from the first user account that the edit of the first cell is to be published, the edit of the first cell is made to the linked version of the first cell, while the linked version of the second cell is unchanged so that the content of the linked version of the second cell no longer matches that of the second cell.Type: GrantFiled: July 18, 2022Date of Patent: January 9, 2024Assignee: WORKIVA INC.Inventors: Hannah Joy Deering, Thieu Van Tran Pham, Travis Smith, Edward Joseph Cupps, Aaron David Hall, Matthew Peter Hinrichsen, Ryan A. King, Joshua John Przybyszewski, Madelyn Renee Stephens
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Patent number: 11861300Abstract: A system for maintaining links and revisions for documents is described. The system comprises a productivity server configured to provide a document collaboration service and having processors and a memory storing program data. The program data configures the processors to: receive requests indicating revisions on the documents, including a first request that indicates a first revision to a first document, and a second request that indicates a second revision to a second document. For each request, a workspace revision counter shared by, and indicating a revision state of, the documents is incremented. The workspace revision counter is incremented a first time for the first request and a second time for the second request. Revisions corresponding to the each request are queued in a workspace revision queue shared by the documents. The revisions are caused to be performed on the documents that correspond to the each request.Type: GrantFiled: December 28, 2022Date of Patent: January 2, 2024Assignee: WORKIVA INC.Inventors: MacLeod Gordon Broad, Dustin Lee Hiatt, Joel Patrick Barbour, Graham I Cummins, Mark David Erickson, Matthew Peter Hinrichsen, Robert Ray Lamb, Tanner Davis Miller, Travis Lee Smith
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Patent number: 11755825Abstract: A method for facilitating private drafting is described. A request to edit a section of a document in a draft mode is received from a first user of a plurality of users collaborating on the document. An edit for the section of the document in the draft mode is received from the first user. A result of the edit is displayed on a computing device of the first user but not on computing devices of other users of the plurality of users. A request to publish the edit is received from the first user. In response to the request to publish the edit, the result of the edit is displayed on computing devices of the other users of the plurality of users.Type: GrantFiled: September 11, 2020Date of Patent: September 12, 2023Assignee: WORKIVA INC.Inventors: Travis Smith, Michael Jerome Thiesen, Hannah Joy Deering, Mark David Erickson, Ross W. Hendrickson, Bryon Lee Marks, Tanner Davis Miller
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Patent number: 11734505Abstract: Disclosed are systems and methods for document branching. In some embodiments, the method includes the steps of: obtaining a branch model associated with a set of related documents, the branch model comprising one or more branches, each branch of the one or more branches comprising a branch type and one or more nodes, the one or more branches comprising a primary branch associated with a primary document, the set of related documents comprising the primary document having a first document identifier; generating a secondary branch based upon a revision of the primary document, the secondary branch associated with a secondary document of the set of related documents, the secondary document having a second document identifier; and adding the secondary branch to the branch model.Type: GrantFiled: August 5, 2022Date of Patent: August 22, 2023Assignee: WORKIVA INC.Inventors: Benjamin Paul Campbell, Matthew Peter Hinrichsen, Dustin John Holmes, Payson Merrit Lippert, Patrick C. Kujawa
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Patent number: 11698935Abstract: A method for maintaining links is described. A document selection is received, including a first destination document containing a first link to linked content. A first source document containing the linked content and not contained within the document selection is identified using the first link. A copy mode is selected, using an intrinsic property associated with the first link, from: a first mode where a second destination document that is a copy of the first destination document is generated and includes a second link to the linked content within the first source document, without copying the first source document, and a second copy mode where i) a second source document that is a copy of the first source document is generated, ii) the second destination document is generated and includes a second link to the linked content within the second source document. The selected copy mode is performed.Type: GrantFiled: June 6, 2022Date of Patent: July 11, 2023Assignee: WORKIVA INC.Inventors: Brett Evan Harper, Katherine Dawn Cissell, Braeden William Young, Marco Alfredo Pierucci, Nicholas Alexander Cerilli
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Patent number: 11694020Abstract: Disclosed are systems and methods for XBRL tag suggestion and validation. In some embodiments, the method includes the steps of: receiving an XBRL document associated with one or more assigned XBRL tags; analyzing the XBRL document using a trained machine learning model to generate one or more suggested XBRL tags and determine one or more corresponding confidence values; comparing the one or more assigned XBRL tags with the one or more suggested XBRL tags to generate comparison results; and determining a tag confidence value associated with each assigned XBRL tag of the one or more assigned XBRL tags based on the comparison results.Type: GrantFiled: July 6, 2021Date of Patent: July 4, 2023Assignee: WORKIVA INC.Inventors: Rollie Diane Goodman, Houston Dean King, Michael Breecher, Edward Joseph Cupps, Alex Kharbush
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Patent number: 11640495Abstract: Disclosed are systems and methods for translation comments flowback. In some embodiments, the method includes the steps of: obtaining a first document associated with a primary document, the primary document in a primary language, the first document comprising one or more translated sections in a first language, the one or more translated sections being mapped to one or more sections in the primary document via a content identifier, the first language being different from the primary language; transmitting the first document to a first user for review; receiving a first input associated with the one or more translated sections in the first document from the first user; and populating the first input to the primary document based on the content identifier.Type: GrantFiled: October 15, 2021Date of Patent: May 2, 2023Assignee: WORKIVA INC.Inventors: Theisen Sanders, Hannah Deering
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Patent number: 11586704Abstract: A method for facilitating the testing of a data sample involves a computing device carrying out the following actions: displaying a data sample on a user interface; receiving, via the user interface, a selection of a test to be performed on the data sample; receiving, via the user interface, an input of a result of the test; generating, in a graph database, a vertex representing a visual indicator corresponding to the input result; and creating, in the graph database, an association between the vertex representing the visual indicator and a vertex representing a file containing the displayed data sample.Type: GrantFiled: December 4, 2018Date of Patent: February 21, 2023Assignee: WORKIVA INC.Inventors: John Bonk, Ryan Gilsdorf, James Michael Morse, Jason Aguilon, David Andrew Haila, Matthew Sanders, Patrick Corwin Kujawa, Robert Reed Becker, Sean Martin Kelly Burke, Stephen Bush, Thomas Ryan Connell
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Patent number: 11586617Abstract: In an embodiment, a method for generating a search query for a graph database includes displaying a list of vertex properties on a user interface; receiving, via the user interface, a selection of one or more of the displayed vertex properties; forming a graph database query based on selection; and displaying a report containing a result of the query.Type: GrantFiled: May 25, 2021Date of Patent: February 21, 2023Assignee: WORKIVA INC.Inventors: Daniel Louis Church, Nathaniel Tobias Ohler, Ephie Risho, Jade Dean Robbins, Gary Rhoe Ingram, Jason Lee Erickson, John Arthur Bonk, Ryan Michael Gilsdorf, Alexander Jacob Iselin, Lauren Jewel Evans
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Patent number: 11544451Abstract: A method for maintaining links and revisions for a plurality of documents is described. The method is carried out by one or more computing devices. Requests that indicate revisions to be carried out on the plurality of documents are received, at least one of the requests corresponding to revisions for different documents of the plurality of documents. For each request: a workspace revision counter that is shared by the plurality of documents is incremented, the workspace revision counter indicating a revision state of the plurality of documents, the revision is queued in a workspace revision queue that is shared by the plurality of documents, and the revision indicated by the request is caused to be performed on one or more documents of the plurality of documents that correspond to the request.Type: GrantFiled: August 20, 2021Date of Patent: January 3, 2023Assignee: WORKIVA INC.Inventors: Macleod Gordon Broad, Dustin Lee Hiatt, Joel Patrick Barbour, Graham I Cummins, Mark David Erickson, Matthew Peter Hinrichsen, Robert Ray Lamb, Tanner Davis Miller, Travis Lee Smith
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Patent number: 11443108Abstract: In some embodiments, the method includes the steps of: obtaining a branch model associated with a set of related documents, the branch model comprising one or more branches, each branch of the one or more branches comprising a branch type and one or more nodes, the one or more branches comprising a primary branch associated with a primary document, the set of related documents comprising the primary document having a first document identifier; generating a secondary branch based upon a revision of the primary document, the secondary branch associated with a secondary document of the set of related documents, the secondary document having a second document identifier; and adding the secondary branch to the branch model.Type: GrantFiled: March 19, 2021Date of Patent: September 13, 2022Assignee: WORKIVA INC.Inventors: Benjamin Paul Campbell, Matthew Peter Hinrichsen, Dustin John Holmes, Payson Merrit Lippert, Patrick C. Kujawa
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Patent number: 11436405Abstract: A method for rendering linked content in a first document is described. A first user entry of a first link in the first document is received at a computing device. The first link refers to a first set of content having a source location that is external to the first user entry. The first set of content is displayed with a first display format of the source location in a user interface that displays the first document. Displaying the first set of content includes retrieving, by the computing device, the first set of content using the first link. Displaying the first set of content also includes updating the user interface to display both the first set of content and a second set of content that is distinct from the first set of content.Type: GrantFiled: August 10, 2021Date of Patent: September 6, 2022Assignee: WORKIVA INC.Inventors: Taylor Anderson, Mark David Erickson, Hannah Deering, Jonathan Gray Sandridge, Christian Plazas, Wilfredo Merced, III, Brian David Bolton, Bryon Marks, Ashley Kay Knobloch
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Patent number: 11392760Abstract: A method for partially publishing edits to a document is described. A first document including a first cell and a second cell is displayed on first user account on a first computing device and on a second user account. A second document including a linked version of the first cell and a linked version of the second cell is displayed. An edit of the first cell is received from the first user account and an edit of the second cell is received. In response to receiving an indication from the first user account that the edit of the first cell is to be published, the edit of the first cell is made to the linked version of the first cell, while the linked version of the second cell is unchanged so that the content of the linked version of the second cell no longer matches that of the second cell.Type: GrantFiled: August 28, 2020Date of Patent: July 19, 2022Assignee: WORKIVA INC.Inventors: Hannah Joy Deering, Thieu Van Tran Pham, Travis Smith, Edward Joseph Cupps, Aaron David Hall, Matthew Peter Hinrichsen, Ryan A. King, Joshua John Przybyszewski, Madelyn Renee Stephens
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Patent number: 11361150Abstract: In various implementations, a computing device: displays the document outline on the user interface; maintains, in a non-transitory computer-readable medium, a causal graph data structure representing the document outline, wherein the causal graph data structure includes a plurality of structure nodes, each structure node representing a level of the document outline; receives, via the user interface, an insertion of a new level to the document outline; in response to the insertion, defines a structure node that represents the inserted level; inserts a transition node in the causal graph data structure, wherein the transition node represents a relationship between the structure node and at least one other node of the causal graph data structure; inserts the structure node into the causal graph data structure as a child of the transition node; and updating the user interface to display the inserted level.Type: GrantFiled: June 17, 2021Date of Patent: June 14, 2022Assignee: WORKIVA INC.Inventors: Grant Nelson, Michael J. Thiesen, Aaron Hall, Nathan Woods, David Marne
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Patent number: 11354362Abstract: A method for maintaining links is described. A document selection is received, including a first destination document containing a first link to linked content. A first source document containing the linked content and not contained within the document selection is identified using the first link. A copy mode is selected, using an intrinsic property associated with the first link, from: a first mode where a second destination document that is a copy of the first destination document is generated and includes a second link to the linked content within the first source document, without copying the first source document, and a second copy mode where i) a second source document that is a copy of the first source document is generated, ii) the second destination document is generated and includes a second link to the linked content within the second source document. The selected copy mode is performed.Type: GrantFiled: May 6, 2021Date of Patent: June 7, 2022Assignee: WORKIVA INC.Inventors: Brett Evan Harper, Katherine Dawn Cissell, Braeden William Young, Marco Alfredo Pierucci, Nicholas Alexander Cerilli
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Patent number: 11100277Abstract: A method for rendering linked content in a first document is described. A first user entry of a first link in the first document is received at a computing device. The first link refers to a first set of content having a source location that is external to the first user entry. The first set of content is displayed with a first display format of the source location in a user interface that displays the first document. Displaying the first set of content includes retrieving, by the computing device, the first set of content using the first link. Displaying the first set of content also includes updating the user interface to display both the first set of content and a second set of content that is distinct from the first set of content.Type: GrantFiled: February 15, 2021Date of Patent: August 24, 2021Assignee: WORKIVA INC.Inventors: Taylor Anderson, Mark David Erickson, Hannah Deering, Jonathan Gray Sandridge, Christian Plazas, Wilfredo Merced, III, Brian David Bolton, Bryon Marks, Ashley Kay Knobloch
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Patent number: 11100276Abstract: One or more computing devices carry out a method for generating markup language to represent a calculation relationship among facts, wherein each fact is described by metadata whose characteristics are defined in an extensible business reporting language (XBRL) taxonomy document. In various implementations, the method includes: searching the document for a data item that contains an arithmetic formula, determining which other data items of the document are referenced by the arithmetic formula, determining which of the plurality of facts correspond to the referenced data items, based on the arithmetic formula, generating markup language that represents an arithmetic relationship among the facts corresponding to the referenced data items, and modifying the XBRL taxonomy document with the generated markup language.Type: GrantFiled: October 9, 2018Date of Patent: August 24, 2021Assignee: WORKIVA INC.Inventors: Andrew Perkins, Susan Yount, Herman Fischer, Dean Anthony Ritz
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Patent number: 11100281Abstract: A method for maintaining links and revisions for a plurality of documents is described. The method is carried out by one or more computing devices. Requests that indicate revisions to be carried out on the plurality of documents are received, at least one of the requests corresponding to revisions for different documents of the plurality of documents. For each request: a workspace revision counter that is shared by the plurality of documents is incremented, the workspace revision counter indicating a revision state of the plurality of documents, the revision is queued in a workspace revision queue that is shared by the plurality of documents, and the revision indicated by the request is caused to be performed on one or more documents of the plurality of documents that correspond to the request.Type: GrantFiled: August 17, 2020Date of Patent: August 24, 2021Assignee: WORKIVA INC.Inventors: MacLeod Gordon Broad, Dustin Lee Hiatt, Joel Patrick Barbour, Graham I Cummins, Mark David Erickson, Matthew Peter Hinrichsen, Robert Ray Lamb, Tanner Davis Miller, Travis Lee Smith
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Patent number: D934269Type: GrantFiled: January 16, 2019Date of Patent: October 26, 2021Assignee: WORKIVA INC.Inventors: Jason Moore, Matthew K. Speakman, Rachel Kara McClung