1 / 11

Taxonomy Maintenance Workshop

Taxonomy Maintenance Workshop. Phillip Engel Director Goffengel Consulting. Overview. Building vs. maintaining a taxonomy Capturing and controlling change Monitoring consistency in the taxonomy Reporting Mapping versions Public Review. Building vs. Maintaining.

knox
Download Presentation

Taxonomy Maintenance Workshop

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Taxonomy Maintenance Workshop Phillip Engel Director Goffengel Consulting

  2. Overview • Building vs. maintaining a taxonomy • Capturing and controlling change • Monitoring consistency in the taxonomy • Reporting • Mapping versions • Public Review

  3. Building vs. Maintaining • The foundation for maintaining a taxonomy is created during the initial build of the taxonomy. • Change happens fast. Be prepared.

  4. US GAAP Supporting Technology Taxonomy Editor Change Control XBRL Repository Continuous Build System Reporting Database Reports Viewers

  5. US GAAP Supporting Technology Taxonomy Editor SpiderMonkey Change Control Test Track Pro Perforce PostgreSQL Taxonomy Viewer Decimate Dashboard Publish XBRL US Web App SQL Reporting Tools

  6. Capturing and controlling change Taxonomy Editor SpiderMonkey Change Control Test Track Pro Perforce PostgreSQL XBRL US Web App

  7. Monitoring consistency Decimate Dashboard Publish

  8. Publishing • Development (working) taxonomy and public taxonomy • Automate style rules • All element “id” attributes are based on the element name • Automate parallel structures • Dimension linkbase is based on the presentation • Generate industry entry points • Control serialization of the files • Separate work in progress from public release

  9. Reporting PostgreSQL Taxonomy Viewer XBRL US Web App SQL Reporting Tools

  10. Mapping versions Change Control Test Track Pro

  11. Public Review Change Control Test Track Pro Taxonomy Viewer

More Related