Patents

US 12106037 B2: Systems and methods for XBRL tag suggestion and validation

Granted
2024-10-01
Filed
2023-05-26 application 18202399
Type
Utility · 20 claims
Elsewhere
Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗

Abstract

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.

Source: PVGPATDIS, file of 2026-04-10 (ipg241001.xml).

Assignees

AssigneeTypePlaceAlso on furp.orgSource
WORKIVA INC. 88 patentsUS company or organizationAmes, IAWORKIVA 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

InventorPlacePatentsPerson pageSource
Rollie Diane GoodmanPhiladelphia, PA3PVGPATDIS, file of 2026-04-10
Houston Dean KingBozeman, MT5PVGPATDIS, file of 2026-04-10
Michael BreecherPhoenix, AZ3PVGPATDIS, file of 2026-04-10
Edward Joseph CuppsAmes, IA12PVGPATDIS, file of 2026-04-10
Alex KharbushBoulder, CO4PVGPATDIS, file of 2026-04-10

CPC categories

SubclassCategoryFirst groupSource
G06FElectric digital data processingG06F40/117PVGPATDIS, file of 2026-04-10
G06NComputing arrangements based on specific computational modelsG06N3/04PVGPATDIS, file of 2026-04-10

Cooperative Patent Classification, as currently assigned (one row per subclass).

Assignments and security interests

RecordedWhatFromToReel/frameSource
2023-05-26Assignment
Assignment of assignor's interest
GOODMAN, ROLLIE DIANE signed 2020-10-27
CUPPS, EDWARD JOSEPH signed 2020-10-30
KHARBUSH, ALEX signed 2020-11-01
BREECHER, MICHAEL signed 2020-11-04
KING, HOUSTON DEAN signed 2020-11-04
WORKIVA INC. AMES, IA63771/525ECORSEXC, file of 2026-09-25

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.