Patents Assigned to Workiva Inc.
  • Patent number: 9378269
    Abstract: The disclosure is generally directed to a method and computing device for maintaining dependencies among multiple reference elements (e.g., formulas of a table or spreadsheet). In various embodiments, prior to a reevaluation operation carried out on the reference elements, a computing device receives an input of a reference element via a user interface (e.g., receives a user's input of a formula), assigns the reference element to a group based on the dependency between the reference element and one or more other reference elements, and assigns the reference element to a location within a dependency graph to which the other reference elements are assigned. In response to an event that requires at least one of the reference elements to be reevaluated, the computing device reevaluates each group of reference elements in sequence a group at a time.
    Type: Grant
    Filed: September 10, 2015
    Date of Patent: June 28, 2016
    Assignee: Workiva Inc.
    Inventors: Dustin Hiatt, Alexander Campbell, Dean Anthony Ritz
  • Patent number: 9367533
    Abstract: Consistent with embodiments of the invention, computer-based systems and methods for annotating documents with a special type of graphical icon—referred to herein as a tick mark—are provided. Accordingly, utilizing a document annotation tool consistent with one embodiment of the invention, a user can quickly and easily place a tick mark next to an element of a document (e.g., a word, sentence, paragraph, number, chart, graph or figure) being displayed to visually convey some information about that particular element of the document. A second user, who is viewing the same document subsequent to the first user placing the tick mark, will immediately recognize and appreciate the information conveyed by the placement of the tick mark.
    Type: Grant
    Filed: January 24, 2013
    Date of Patent: June 14, 2016
    Assignee: Workiva Inc.
    Inventors: Joseph Howell, Jerome M. Behar, Anna Kwok
  • Patent number: 9367854
    Abstract: According to an implementation, a host computing device receives, from a first computing device, a data collection request of a first user. The data collection request indicates a data point (whose characteristics are defined in a mark-up language schema) that is to be the subject of the data collection and identifies a second user as provider of a value for the data point. The host computing device notifies the second user of the data collection request and receives, from a second computing device, a request of the second user for the data point to be assigned a plurality of categories. In response to the request of the second user, the host computing device extends the mark-up language schema to characterize the plurality of categories within the mark-up language schema.
    Type: Grant
    Filed: May 27, 2015
    Date of Patent: June 14, 2016
    Assignee: Workiva Inc.
    Inventors: Dean Anthony Ritz, Christian Plazas, Jacob Caban-Tomski, Matthew Sanders, Matthew Keller
  • Patent number: 9348854
    Abstract: 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.
    Type: Grant
    Filed: August 26, 2014
    Date of Patent: May 24, 2016
    Assignee: Workiva Inc.
    Inventor: David Andrew Haila
  • Patent number: 9292482
    Abstract: A method is implemented on a server, the method includes storing, on a database of the server, a causal tree structure corresponding to a document, where the causal tree structure includes a sequence of editing instructions and each editing instruction is assigned an identifier unique to such editing instruction. The method further includes receiving, at the server, a user editing instruction for the document, where the user editing instruction is assigned an identifier unique to the user editing instruction. The method includes storing, using a processor of the server, the user editing instruction and the identifier assigned to the user editing instruction as an additional node to the causal tree structure. The method further includes broadcasting, to a plurality of client devices connected to the server, the user editing instruction and the identifier assigned to the user editing instruction.
    Type: Grant
    Filed: July 24, 2015
    Date of Patent: March 22, 2016
    Assignee: Workiva Inc.
    Inventors: Michael J. Thiesen, Dominic J. Frost, Stephen Bush, Grant Nelson, Benjamin Echols
  • Patent number: 9239820
    Abstract: A method for managing display of electronic documents is described. A user interface is generated for a visual style set of visual styles that affect display of electronic document content. A visual style of the visual style set comprises a style element set of style elements. A lock status for a style element of the style element set is received via the user interface. The lock status indicates whether the style element is editable or non-editable by a user of an electronic document associated with the visual style set. The visual style set is stored with the lock status for the style element.
    Type: Grant
    Filed: August 4, 2014
    Date of Patent: January 19, 2016
    Assignee: Workiva Inc.
    Inventors: Joel Alan Marks, Winston Joseph Chappell, Edward Yee Ly, Edward Joseph Cupps, Alan Joseph Streit, John Patrick Ryan
  • Patent number: 9225774
    Abstract: A method and associated system are provided for performing calculations in a distributed networked environment, comprising: updating a source element on a first computer; sending a calculate update signal to a target calculated element for updating on a target element computer that may be the first computer or a second computer connected to the first computer that uses the source element in a calculation; obtaining the updated source element by a process on the target element computer associated with the target calculated element in response to the sending; and performing a calculation to update the target calculated element using the obtained updated source element.
    Type: Grant
    Filed: October 2, 2014
    Date of Patent: December 29, 2015
    Assignee: Workiva Inc.
    Inventors: Robert A. Kluin, Beau D. Lyddon
  • Patent number: 9158832
    Abstract: The disclosure is generally directed to a method and computing device for maintaining dependencies among multiple reference elements (e.g., formulas of a table or spreadsheet). In various embodiments, prior to a reevaluation operation carried out on the reference elements, a computing device receives an input of a reference element via a user interface (e.g., receives a user's input of a formula), assigns the reference element to a group based on the dependency between the reference element and one or more other reference elements, and assigns the reference element to a location within a dependency graph to which the other reference elements are assigned. In response to an event that requires at least one of the reference elements to be reevaluated, the computing device reevaluates each group of reference elements in sequence a group at a time.
    Type: Grant
    Filed: May 18, 2015
    Date of Patent: October 13, 2015
    Assignee: Workiva Inc.
    Inventors: Dustin Hiatt, Alexander Campbell, Dean Anthony Ritz
  • Patent number: 9146912
    Abstract: An XBRL extension taxonomy concept replacement system includes: a computer processor having a memory on which a program executable by the processor is stored for performing a method of XBRL extension taxonomy concept replacement; an XBRL taxonomy module including an XBRL extension taxonomy having XBRL extension taxonomy concepts and an XBRL base taxonomy having related XBRL base taxonomy concepts; and an automated superfluous XBRL extension taxonomy concept detection module that analyzes an XBRL document having XBRL tags and identifies an XBRL extension taxonomy concept of an XBRL extension taxonomy that is superfluous in comparison with an XBRL base taxonomy concept of an XBRL base taxonomy upon which the XBRL extension taxonomy is based.
    Type: Grant
    Filed: August 29, 2014
    Date of Patent: September 29, 2015
    Assignee: Workiva Inc.
    Inventors: Bradley Benjamin, Susan Yount, David Andrew Haila
  • Patent number: 9148494
    Abstract: Disclosed herein is a system and related method for downloading fonts associated with a document in a client-server architecture. On a client side the client is: receiving some of the document to reproduce; retrieving fonts needed to display a page of the document on the client device by: requesting a font loader to load a requested font; determining if the font is loaded by: determining a valid test character of the font that is a viewable character; attempting to draw the test character in a small portion of a display screen of the client device; recording a width of the drawn character; determining that the test character was written in the requested font if its character width is not equal to zero; and determining that the test character was written in a fallback font if its character width is equal to zero.
    Type: Grant
    Filed: July 15, 2014
    Date of Patent: September 29, 2015
    Assignee: Workiva Inc.
    Inventor: Bovard Tiberi
  • Patent number: 9122668
    Abstract: A computing device (e.g., a processor executing instructions on the computing device) receives an input (e.g., from a user or from a data stream) into a cell of a table (e.g., a cell of a spreadsheet, worksheet, or workbook). If the input is a sum (e.g., a formula whose result is the sum of previous cells), then the computing device renders a total column representing the sum on a waterfall chart (e.g., on a user interface rendered on an electronic display). Otherwise, if the input is a static value (e.g., an integer or decimal number), then the computing device renders a change column representing the static value.
    Type: Grant
    Filed: October 8, 2014
    Date of Patent: September 1, 2015
    Assignee: Workiva Inc.
    Inventors: Thomas Joseph Wacha, Dustin John Holmes, Kyle James McMorrow, Edward Yee Ly, Timothy Lee Gilbert, Sidney Robert Pitt, Tucker Douglas Hays, Kent Wesley Iverson, Rick Warren Maples
  • Patent number: 9075780
    Abstract: A document comparison system compares revisions of a document by comparing content of a first revision of an object with content of a second revision of the object to produce a comparison object in a comparison document. The system then determines a footprint of the second revision of the object, where the footprint is a dimensional length and width of the object and its position relative to a page boundary of the document. Next, the system determines whether the entire compared content fits within the footprint of the second revision of the object. If the system determines that the entire compared content fits within the footprint of the second revision of the object, the system displays the comparison object having the same footprint as the second revision of the object. If the system determines that the entire compared content does not fit within the footprint of the second revision of the object, the system then displays the comparison object in a second manner.
    Type: Grant
    Filed: May 22, 2014
    Date of Patent: July 7, 2015
    Assignee: Workiva Inc.
    Inventors: John Arthur Bonk, Anthony Ryan Oskvarek, Scott Johns Bacon, Christopher James Lo Coco, Bert Jeffrey Lutzenberger