Patents by Inventor Susan Yount

Susan Yount has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20190042550
    Abstract: 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: Application
    Filed: October 9, 2018
    Publication date: February 7, 2019
    Inventors: Andrew Perkins, Susan Yount, Herman Fischer, Dean Anthony Ritz
  • Patent number: 10127205
    Abstract: A computing device parses markup language of an instance document (e.g., an XBRL instance document) that contains a plurality of facts, in which each fact comprises a value that is tagged according to at least one concept of a plurality of concepts. A taxonomy document contains markup language that defines one or more relationships among the plurality of concepts. Based on the parsing of the markup language of the instance document, the computing device determines that at least two of the plurality of facts are in a calculation relationship with one another. The computing device then generates markup language representing the calculation relationships (e.g., XLink) and modifies the taxonomy document (e.g., modifies or extends a linkbase contained in the taxonomy document) with the generated markup language.
    Type: Grant
    Filed: May 24, 2017
    Date of Patent: November 13, 2018
    Assignee: Workiva Inc.
    Inventors: Andrew Perkins, Susan Yount, Herman Fischer, Dean Anthony Ritz
  • Publication number: 20170344524
    Abstract: A computing device parses markup language of an instance document (e.g., an XBRL instance document) that contains a plurality of facts, in which each fact comprises a value that is tagged according to at least one concept of a plurality of concepts. A taxonomy document contains markup language that defines one or more relationships among the plurality of concepts. Based on the parsing of the markup language of the instance document, the computing device determines that at least two of the plurality of facts are in a calculation relationship with one another. The computing device then generates markup language representing the calculation relationships (e.g., XLink) and modifies the taxonomy document (e.g., modifies or extends a linkbase contained in the taxonomy document) with the generated markup language.
    Type: Application
    Filed: May 24, 2017
    Publication date: November 30, 2017
    Inventors: Andrew Perkins, Susan Yount, Herman Fischer, Dean Anthony Ritz
  • Publication number: 20170052931
    Abstract: A method of performing XBRL extension taxonomy concept replacement includes analyzing, by a processor, an XBRL document having XBRL tags to identify an XBRL extension taxonomy concept of an XBRL extension taxonomy that is superfluous in comparison with an XBRL base taxonomy concept for an XBRL base taxonomy upon which the XBRL extension taxonomy is based. The processor is configured to identify an extension extended linkrole in the XBRL extension taxonomy that includes the identified XBRL extension taxonomy concept, determine a base extended linkrole in the XBRL base taxonomy that matches the extension extended linkrole, determine an XBRL base taxonomy concept in the base extended linkrole that matches the identified XBRL extension taxonomy concept, and replace the identified XBRL extension taxonomy concept with the XBRL base taxonomy concept in the base extended linkrole.
    Type: Application
    Filed: November 4, 2016
    Publication date: February 23, 2017
    Inventors: Susan Yount, Dean Anthony Ritz, Andrew Perkins, Jason Carl Jones, Justin Olson, David Andrew Haila
  • Publication number: 20160019190
    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: Application
    Filed: September 28, 2015
    Publication date: January 21, 2016
    Inventors: Bradley Benjamin, Susan Yount, David Andrew Haila
  • 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