Patents
US 12014133 B2: System and method for XBRL review
- Granted
- 2024-06-18
- Filed
- 2023-10-13 application 18486753
- Type
- Utility · 14 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
Abstract
Provided is a method for review of an XBRL document. An XBRL document is received followed by a request to create an XBRL review for the XBRL document. A selection of an XBRL fact included in the XBRL document is received and a first review status, of a plurality of review statuses, is applied to the selected XBRL fact. The selected XBRL fact is monitored to detect a change to the XBRL fact, and in response to detecting a change to the XBRL fact, the first review status of the XBRL fact is updated to a second review status of the plurality of review statuses.
Source: PVGPATDIS, file of 2026-04-10 (ipg240618.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| WORKIVA INC. 88 patents | US company or organization | Ames, IA | WORKIVA INC SEC filer EXACT medium confidence: identical full name, one of each nationally WORKIVA LLC Form D issuer FUZZY medium confidence: same name (legal endings aside) and state | PVGPATDIS, file of 2026-04-10 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| David Baker Winn, III | Johnson Village, CO | 1 | PVGPATDIS, file of 2026-04-10 | |
| Thomas Joseph Wacha | Ames, IA | 2 | PVGPATDIS, file of 2026-04-10 | |
| Dana Andrew Oredson | Des Moines, IA | 1 | PVGPATDIS, file of 2026-04-10 | |
| Taylor Wertzberger | Ames, IA | 1 | PVGPATDIS, file of 2026-04-10 | |
| Kevin Fox | Ankeny, IA | 6 | PVGPATDIS, file of 2026-04-10 | |
| Shaun Brockhoff | Ankeny, IA | 1 | PVGPATDIS, file of 2026-04-10 | |
| Christopher Flores | Norwalk, IA | 1 | PVGPATDIS, file of 2026-04-10 | |
| Kirsten Baxter-Tjaden | Ames, IA | 1 | PVGPATDIS, file of 2026-04-10 | |
| Edward Joseph Cupps | Annapolis, MD | 12 | PVGPATDIS, file of 2026-04-10 | |
| Jason Carl Jones | Urbandale, IA | 5 | PVGPATDIS, file of 2026-04-10 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| G06F | Electric digital data processing | G06F40/143 | PVGPATDIS, file of 2026-04-10 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2023-10-16 | Assignment Assignment of assignor's interest | JONES, JASON CARL signed 2023-10-11 | WORKIVA INC. AMES, IA | 65225/119 | PASDL, file of 2026-10-15 |
| 2023-10-16 | Assignment Assignment of assignor's interest | CUPPS, EDWARD JOSEPH signed 2023-10-11 | WORKIVA INC. AMES, IA | 65224/929 | PASDL, file of 2026-10-15 |
| 2023-10-16 | Assignment Assignment of assignor's interest | WINN, DAVID BAKER, III signed 2023-10-12 WACHA, THOMAS JOSEPH signed 2023-10-12 OREDSON, DANA ANDREW signed 2023-10-12 WERTZBERGER, TAYLOR signed 2023-10-12 FOX, KEVIN signed 2023-10-12 BROCKHOFF, SHAUN signed 2023-10-12 FLORES, CHRISTOPHER signed 2023-10-13 BAXTER-TJADEN, KIRSTEN signed 2023-10-12 | WORKIVA INC. AMES, IA | 65224/896 | PASDL, file of 2026-10-15 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.