XBRL Cloud Release Notes

August 1, 2018

Maintenance Release [v5.6.2]

  • Display IFRS Fundamental Accounting Concepts validation results on EDGAR Dashboard
  • Enable Download CSV link for most recent filings on EDGAR Dashboard

July 23, 2018

Maintenance Release [v5.6.1]

  • Update to support 2018 IFRS taxonomy for SEC filings

July 12, 2018

IFRS FAC validations [v5.6.0]

  • New IFRS Fundamental Accounting Concepts validation
  • Updates to DQC rules #15 and #43
  • Support for Taxonomy Packages v1.0
  • Support for ESMA 2017 draft taxonomy
  • Maintenance, stability, and performance enhancements

June 28, 2018

Maintenance Release [v5.5.1]

  • Updates related to SEC Interactive Data Test Suite Update 47-180610
  • Fixed DQC rule US.0015 to exclude facts with dimension srt:ConsolidatedEntitiesAxis
  • Suppressed coyotebp:FailuretoBindSummationItemDuplicateFact messages for Inline XBRL filings
  • Maintenance, stability, and performance enhancements

June 4, 2018

DQC and USFAC validation updates [v5.5.0]

  • Support for DQC v6
  • Updated Fundamental Accounting Concepts and Relations Rules for US GAAP 2018 taxonomy
  • Maintenance, stability, and performance enhancements

May 8, 2018

Disclosure Mechanics and Reporting Checklist [v5.4.0]

  • New Disclosure Mechanics and Reporting Checklist rules on CleanScore
  • Updated Fundamental Accounting Concepts and Relations Rules
  • Maintenance, stability, and performance enhancements

April 20, 2018

Maintenance Release [v5.3.2]

  • Suppress EDGAR Filing Manual error (EFM 6.16.4) caused by duplicate domain-member relationships in us-gaap-eedm-def-2018-01-31.xml linkbase

April 9, 2018

Optimized definition linkbase generation [v5.3.1]

  • Remove duplicate dimension-default relationships to reduce generated XML file size

March 30, 2018

Significant Functionality Enhancements [v5.3.0]

  • Support for 2018 Taxonomies (US GAAP, Risk/Return, SRT, IFRS)
  • Maintenance, stability, and performance enhancements

March 15, 2018

Significant Functionality Enhancements [v5.2.0]

  • Support for DQC V5
  • Maintenance, stability, and performance enhancements

March 8, 2018

Maintenance Release [v5.1.2]

  • Maintenance, Stability, Performance, and Security Enhancements

February 14, 2018

Improvements for Disclosure Mechanics [v5.1.1]

  • Maintenance, stability, and performance enhancements

February 7, 2018

Improvements for Disclosure Mechanics [v5.1]

  • [Beta] Improved Disclosure Mechanics reporting due to better Level 1 analysis
  • [Beta] Improved Disclosure Mechanics reporting due to better Roll Up analysis
  • Improved Fundamental Accounting Concept reporting when statements are missing
  • "Conflicting Calculations" that are actually duplicates (rather than truly conflicting) are noted. This improves the clarity of the signal
  • DQC support for EDGAR IFRS filings
  • Maintenance, stability, and performance enhancements

January 9, 2018

Significant Functionality Enhancements [v5.0]

  • [Beta] Support for Disclosure Mechanics and Reporting Checklist, as designed by Charlie Hoffman
  • Support for DQC V4.0.1
  • Maintenance, stability, and performance enhancements

November 19, 2017

Major improvements for verifying calculations [v4.0]

  • Major reduction in "noise" for XBRL Calculations and Roll Forwards. That is, previously, due to bleed through, sometimes the verifier was instructed to review sums that would never add up. Now, the calculations being verified should be the ones that count
  • Support for DQC V4.0
  • "Regular" HTML or XML Validation report (which is PROFILE_BASED for U S GAAP filings) now removes "bleed-through" calculations. This means that "XBRL Calculations", loosely, should only be flagged for "meaningful" calculations
  • Updates to IFRS validation due to IFRS having slightly different structural rules from U S GAAP
  • Visual verification (green cell) when members sum to the domain for any given component
  • Maintenance, stability, and performance enhancements

October 25, 2017

Maintenance Update [v3.6.1]

  • Maintenance, Stability, Performance, and Security Enhancements

September 25, 2017

DQC and EFM updates [v3.6]

  • Enhancements to validation report to show contextual information (dates, members) for each validation, when appropriate
  • Support for DQC V3.6.1
  • Support for EFM V43
  • Maintenance and stability enhancements

July 18, 2017

Maintenance Release [v3.5.2]

  • Maintenance, Stability, Performance, and Security Enhancements

July 6, 2017

DQC V3.6 [v3.5.1]

  • Update to DQC V3.6

June 24, 2017

Two factor authentication [v3.5]

  • XBRL Cloud is introducing two-factor authentication. Specifically, you may be required to verify your login via a token sent to your e-mail (login) address

June 12, 2017

Notes Consistency Enhancements [v3.4]

  • Support for DQC V3.5.0
  • Support for IFRS 2017 Taxonomy
  • Notes Consistency validator analyzing construction of component by Level
  • Maintenance, Stability, and Performance Enhancements

April 25, 2017

EDGAR Dashboard and Notes Consistency Enhancements [v3.3]

  • Added "ticker" symbol to EDGAR Dashboard: now you can search by ticker
  • Continued refinement of Notes Consistency validation for more accuracy and more information
  • Maintenance, Stability, Performance, and Security Enhancements

April 10, 2017

DQC Update [v3.2.2]

  • Update to DQC V3.2
  • Maintenance, Stability, and Performance Enhancements

March 30, 2017

Rollup Verification [v3.2.1]

  • CleanScore now locates "real" calculation inconsistencies, minimizing the possibility calculations are incorrect. Previously, user had to rely on XBRL Calculation inconsistencies, which could be numerous and noisy.
  • Support for 2017 U S GAAP taxonomy
  • Maintenance, Stability, and Performance Enhancements

February 6, 2017

DQC 3.0.1 Patch Release [v3.1.2]

  • Updates to support revised DQC 3.0.1 rules

January 18, 2017

Maintenance Release [v3.1.1]

  • Fundamental Accounting Concept validator now takes into account rounding. That is, it allows for rounding of the least significant digit
  • Improved @xml:lang handling for Labels and Footnotes
  • Maintenance, Stability, and Performance Enhancements

January 6, 2017

Notes Consistency Release [v3.1]

  • Final version of Notes Consistency validation, now in production
  • Final version of EFM V39
  • Support for DQC V2.1.1
  • Updated iXBRL Viewer
  • [Beta] Customer Validation Dashboard — a dashboard that quickly illuminates differences between CleanScore versions. This dashboard shows how filing validation results change. Users can then adjust their filings with plenty of time to understand the issues.
  • Maintenance, Stability, and Performance Enhancements

December 16, 2016

Maintenance Release [v3.0.1]

  • Maintenance, Stability, and Performance Enhancements

December 6, 2016

2016 Q4 Release [v3.0.0]

  • [Beta] New Level 3 to Level 4 Consistency Validation. Specifically, the system analyzes Level 3 textblocks to ensure that Level 4 detail appropriately mirrors the Level 3. Notably, this uncovers typographical errors in translation (from Level 3 to Level 4), and missing information (e.g., table in Level 3 has 10 cells, but table in Level 4 has 8 cells)
  • [Beta] Support for EFM V39
  • Support for DQC V2.1.0
  • Enhancements to support for U S GAAP 2017
  • Maintenance, Stability, and Performance Enhancements

October 27, 2016

DQC V2.0.1 Patch [v2.17.8.1]

  • Updates for DQC. V2.0.1 specifically addresses S-* document types (like S-4)

October 23, 2016

DQC V2 Update [v2.17.8]

  • Support for DQC Version 2
  • Maintenance, Stability, and Performance Enhancements

September 19, 2016

2016 Q3 Release [v2.17.7]

  • Support for Draft 2017 U S GAAP Taxonomy
  • Updates for redacted DQC concepts (DQC V1.1.2)
  • Maintenance, Stability, and Performance Enhancements

August 24, 2016

Maintenance Release [v2.17.6]

  • Integrated iXBRL Viewer so that you can preview the iXBRL as it will appear once submitted to the SEC
  • XBRL 1.1 Validation
  • EFM V37 Support (much of which is related to iXBRL)
  • Upgraded EDGAR Dashboard processing so that SEC preview embedded in Evidence Package will always exactly match the preview available on sec.gov — at least at the time of creation of the Evidence Package
  • Updates various tools to handle duplicate facts as described by EFM V37
  • Maintenance, Stability, and Performance Enhancements

May 2, 2016

Maintenance Release [v2.17.5]

  • Maintenance and Stability Enhancements
  • Upgrade to verification related to flow-through

April 8, 2016

Validation Upgrade [v2.17.4]

  • Corrections to EFM V35 validation
  • Updates to "flow-through suppression" (also see EFM V35)
  • Upgraded Excel version of Evidence Package
  • Minor upgrades to Fundamental Accounting Concept rules
  • Maintenance and Stability Enhancements

March 23, 2016

EDGAR Filing Manual Patch [v2.17.3]

  • EFM V35 Bug Fixes — previously returning false positives and false negatives on some very complex filings
  • Updates to Fundamental Accounting Concept rules and report frame codes
  • Maintenance and stability enhancements

March 16, 2016

EDGAR Filing Manual Patch [v2.17.2.3]

  • Bug fixes

March 9, 2016

EDGAR Filing Manual Patch [v2.17.2.2]

  • Minor adjustments to EFM validations, notably for V6.5.12

February 12, 2016

DQC Patch [v2.17.2]

  • Stability enhancements for DQC Validator

January 11, 2016

Data Quality Committee Rules and EFM V35 (draft) [v2.17.0]

  • Brand New Business Rule Set: Data Quality Committee Rules from XBRL US (Validation, Evidence Package, EDGAR Dashboard)
  • Support for Draft version of EDGAR Filing Manual V35 (except for 6.12.9, which will be coming soon)
  • Maintenance and Stability Enhancements

November 11, 2015

Updated Fundamental Accounting Concept Validation [v2.16.3]

  • Continuous refinement and expansion of rules for US GAAP Fundamental Accounting Concept (USFAC) Validation

September 25, 2015

Updated Fundamental Accounting Concept Validation [v2.16.2]

  • Continuous refinement and expansion of rules for US GAAP Fundamental Accounting Concept (USFAC) Validation
  • Bug fixes and stability enhancements

August 7, 2015

Performance Enhancements [v2.16.1]

  • Substantial performance enhancements to ERI and GAAPWatch. Further improvements for the "Disclosure Object" perspective
  • Bug fixes and stability enhancements

July 31, 2015

New "Correlate" Functionality [v2.16.0]

  • Users can now interactively correlate Fundamental Accounting Concept components with as-filed components. This makes it much easier to debug FAC errors, or to understand already-filed documents. The "correlate" functionality has been added to both CleanScore and the USFAC Dashboard
  • Substantial performance enhancements to ERI and GAAPWatch. Notably delay times were previously painful at best with any filters turned on. Now, the system is quite responsive
  • Bug fixes and stability enhancements

July 22, 2015

Updated Fundamental Accounting Concept Validation [v2.15.2]

  • Continuous refinement and expansion of rules for US GAAP Fundamental Accounting Concept (USFAC) Validation

June 26, 2015

Updated Fundamental Accounting Concept Validation [v2.15.1]

  • Continuous refinement and expansion of rules for US GAAP Fundamental Accounting Concept (USFAC) Validation

June 10, 2015

Prime Time for report-frame-code-based validation [v2.15.0]

  • Previously Beta functionality — with minor improvements — for report-frame-code-based validation is now in production
  • User settable report frame codes
  • Improved visualizations for Balance Sheet and other statements and disclosures. Notably, periods don't "bleed" through from disclosures to statements or other disclosures
  • Export renderings pre-submission filings to Excel
  • Export validation reports to Excel
  • Component Groups relabeled in the Evidence Package to clearly show Level I, II, III, and IV disclosures
  • Full support for EFM V31
  • Miscellaneous minor visual improvements, bug fixes, and stability enhancements

April 23, 2015

EFM Adjustment [v2.14.3]

April 8, 2015

Stability Patch [v2.14.2]

  • Bug fixes

April 3, 2015

Stability Patch [v2.14.1]

  • Bug fixes and stability enhancements

April 1, 2015

Major Release with lots of new features! [v2.14.0]

  • CleanScore
    • Colorization and grouping of components for easier navigation in the "Component Perspective" of each Evidence Package
    • Support for the 2015 version of the U S GAAP taxonomy
    • Improved support for "T"ransition (e.g., 10-QT) filings
    • Bug fixes and stability enhancements
    • [Beta] Fundamental Accounting Concept validation using much more sophisticated Report Frames (see blog)
    • [Beta] Improved review of Fundamental Accounting Concepts by adding more detail available to each Evidence Package
  • EDGAR Dashboard
    • Drastically improved search with auto-completion and better performance
  • USFAC Dashboard
    • Drastically improved search with auto-completion and better performance
    • Tabs for various types of filings (in alignment with the EDGAR Dashboard)
    • XML, CSV, and JSON export of USFAC Dashboard
    • Filter dashboard results using user-specific custom CIK groups
  • EDINET Dashboard
    • Validation now includes Model Structure validation for Japanese taxonomy
    • Subscription now required to access details about individual filings

December 15, 2014

Validation Patch [v2.13.5]

  • Various profiles not incorporating all correct validations
  • Stability enhancements

November 19, 2014

CleanScore updates; new USFAC Dashboard [v2.13.0]

  • CleanScore v2.2
    • Fundamental Accounting Concepts updated and moved to production! Please see previous (Beta) release notes for details. You will see many new rules in each subsequent release to cover more of already-tested statements, as well as new rules to cover not-yet-tested disclosures
    • Corrections to validation for EDGAR Filing Manual 6.5.9
    • Reduced severity of certain Roll Forward (end = begin + change) validations so that unusual-but-valid cases are flagged for REVIEW, but not an ERROR
    • Various stability and performance enhancements
  • [Beta] USFAC Dashboard
    • New Fundamental Accounting Concepts dashboard. The dashboard can be viewed at https://usfacdashboard.xbrlcloud.com
    • Details about each entity's filing are currently only available to our customers. This dashboard is necessary to be able to compare and contrast each filer's filing (pre-submission) with competitors' or other comparable public filings
    • In the future, this information will be made available publicly, probably as an upgrade on the EDGAR Dashboard
  • EDGAR Dashboard
    • Various stability and performance enhancements
  • GAAPWatch / EDGAR Report Information
    • Updated S&P 500
    • Added Russell 1000 as a pre-defined group

October 29, 2014

New functionality for EDGAR Report Information (ERI) [v2.12.0]

  • Updates to ERI V1.5 to support refined capabilities for Fundamental Accounting Concept Functionality. Changes include:
    • "Activity" added to each entity
    • "Report Frame Code" added to each entity
    • Updated/corrected values for the "Sector" field on certain entities
    • Updated/corrected values for the "DisclosureObject" field on certain entities

October 8, 2014

[Beta] EDINET Dashboard Patch [v2.11.1]

  • EDINET Dashboard Update v1.2.1: Patch for Safari browser; notably works better for iPad & iPhone

September 30, 2014

[Beta] EDINET Dashboard [v2.11.0]

  • EDINET Dashboard v1.2.0:
    • Added iXBRL link to appropriate filings to quickly view filings in as-filed format
    • Loaded many previously missing filings, notably iXBRL security reports

September 16, 2014

[Beta] Fundamental Accounting Concept Validation [v2.10.0]

  • Validation for U S GAAP Fundamental Accounting Concepts. For details please see: Financial Reporting Ontology, and especially Fundamental Accounting Concepts
  • Upgrades to EFM:
    • Check correctness of Fiscal Period Focus
    • Check correctness of the period defined by the Required Context
    • Assert that companies are setting dei:TradingSymbol
  • Relaxation of certain test for Risk/Return filings

July 30, 2014

EDINET & CleanScore upgrades [v2.9.0]

  • CleanScore validation summary now broken down by validation code for faster interpretation
  • Upgrade validation message for presentation/calculation mismatches to reduce confusion related to "reverse" calculations (where the totals are displayed towards the top of the page; differences towards the bottom) that are evident on some filings.
  • Website now displays larger videos for easier viewing and improved clarity.

July 22, 2014

Evidence Package Updates [v2.8.5]

  • Remove "empty" components from Evidence Package and Viewer. Empty components are mildly problematic. However, it is much more confusing to see empty components in the rendering. That said, empty components are mildly problematic in general. Users should review the "Tree View" to ensure that the taxonomy does not contain useless networks.
  • Update to password strength checks to make registration and password resets viable in non-roman alphabets, notably Japanese.

July 17, 2014

EDGAR Dashboard Patch [v2.8.4]

  • Fix inability to drill down on certain filings

July 15, 2014

Various Patches [v2.8.3]

  • Adjust EDGAR Dashboard: a handful of companies were previously appearing on the wrong tab. This will also affect validation on these few filings, as the wrong validation profile may also have been selected.
  • CSuite summary now shows counts of errors, warnings, etc. Previously there was just one category (beta only)

July 11, 2014

Stability enhancements [v2.8.2]

  • Minor bug fixes

July 8, 2014

[Beta] EDINET Dashboard [v1.1.1]

  • Minor stability fixes

July 8, 2014

Global Filing Manual [v2.8.0]

  • Additional Support for IFRS filings now includes Global Filing Manual (GFM) validation
  • Relax constraints of dei:DocumentPeriodEndValue for Risk/Return filings

July 1, 2014

[Beta] EDINET Dashboard [v1.1]

  • Adjustment to EDINET Dashboard required because of metadata change on EDINET website.

June 27, 2014

[Beta] EDINET Dashboard [v1.0]

  • A new dashboard for EDINET XBRL filings is now available at https://edinetdashboard.xbrlcloud.com
    • As always, any visitor can look at the viewer for any filing.
    • Trial XBRL Cloud users can view the related Evidence Package and Excel documents.

June 17, 2014

Patch release [v2.6.6]

  • Improve validation for EFM 6.7.32
  • Improve user experience when system is in maintenance mode

June 16, 2014

Minor validation adjustments; various bug fixes [v2.6.5]

  • Validation adjustments
    • Ignore FRTA 4.3.2 (long prefixes) per XBRL US Appendix E: Validation
    • Relaxed EFM 3.3 (file naming conventions) to WARNING. Note that EFM says that consistent naming is not required, but filers do actually want consistent naming virtually all of the time.
  • Visible filter added to EDGAR Dashboard during search. Previously, it was possible that filtering was on, but the user was not aware.
  • Myriad minor bug fixes

May 29, 2014

Patch for Risk/Return processing [v2.6.4]

  • Bug fix for Model Structure Validation specific to Risk/Return Filings

May 28, 2014

[Beta] Consistency Suite Summary [v2.6.3]

  • Validation reports (and the Evidence Packages) for SEC filings now report a summary of findings from the XBRL US Consistency Suite for our customers who are not CSuite subscribers.

April 25, 2014

Notification and Performance Enhancements [r12296]

  • Improved notification to users for pending and active system maintenance
  • Extensive performance and stability enhancements

April 7, 2014

Release of enhanced Roll Forward analysis [r12215]

March 31, 2014

Major validation upgrade; iXBRL support [r12037]

  • See notes from March 13, 2014 Beta release

March 20, 2014

[Beta] Roll Forward upgrade [r12120]

  • [New] detection of missing calculations
  • Roll Forward adjustments to reduce number of Roll Forwards requiring review

March 13, 2014

[Beta] Major validation upgrade; iXBRL support [r12037]

  • [New] Support for draft 2014 taxonomy
  • [New] Support for EDGAR Filing Manual V27
  • [New] Support for iXBRL validation
  • [New] One-click to auto-generate iXBRL from Evidence Package, which can be used as a template, or for review
  • Roll Forward severity is now REVIEW (vs. the previously confusing and not-quite-appropriate ANOMALY)
  • Upgrade DEI validations to ensure logical use of these concepts, especially regarding dates
  • Additional structural validations to ensure consistent presentation layout
  • Improved user navigation and "direction" when looking at all reports. The new design should eliminate confusion about which validations or reports are appropriate for the current filing.

February 18, 2014

Validation Severity Clarification [r11937]

  • Modify Roll Forward verification to be REVIEW (ANOMALY is reserved for future use)
  • Update XML Schema for validations—Used by developers accessing REST API

February 6, 2014

Validation Patch [r11843]

  • Upgrade some validation messages to more clearly associate related facts, notably for ASCII checks

January 24, 2014

Roll Forwards validation upgrade [r11796 / EFM V24]

  • Refinements to Roll Forward to include verification for roll-forwards of non-monetary values

January 15, 2014

Roll Forwards in production [r11745 / EFM V24]

  • Roll Forward business rules moved to production
  • Refinement of auto-generated Roll Forward business rules: now evaluating Roll Forwards of non-monetary datatypes

January 7, 2014

Patch for IE8 [r11712 / EFM v24]

  • Patch for IE8
  • Added detail to some confusing validation messages

December 17, 2013

Patch for IE11 [r11677 / EFM v24]

  • Upgrade to support IE11, which was recently released by Microsoft

December 9, 2013

[Beta] Refinement of auto-generated business rules [r11659 / EFM v24]

  • Auto-generated business rules for Roll Forwards
  • Icons and colorization to quickly identify problem areas (Roll Forwards and verification results areas)
  • User is presented with suggested fixes for anomalous Roll Forwards
  • Substantial validation performance enhancements

October 16, 2013

[Beta] Major enhancement for auto-generated business rules [r11370 / EFM v24]

  • Auto-generated business rules for Roll Forwards
  • Auto-generated business rules for Dimensional Aggregation

September 12, 2013

Enhancements and bug fixes [r11217 / EFM v24]

  • Performance and stability enhancements related to validation using documents pulled in from the web, such as from http://xbrl.org, or http://sec.gov.

August 29, 2013

EDGAR Filing Manual V24 and XBRL 2.1 conformance upgrades [r11147 / EFM v24]

  • All EDGAR Filing Manual V24 upgrades are upward-compatible. That is, we have only relaxed certain rules.
    • Relaxed restrictions on file naming conventions
    • Domain-Member cycles now permitted if cycles exist only in the presentation. That is, there is no hypercube, or the related hypercube does not actually contain designated members
  • Virtually all XBRL 2.1 changes are upward-compatible. Those that aren't relate to conformance tests for edge cases that we don't see in practice.
    • Multi-file schemas (same target namespace in multiple documents) now supported
    • Enforcement of edge-case usage of standard roles on standard locator elements where not permitted
    • Enforcement of edge-case usage of standard roles on standard link elements where not permitted

August 6, 2013

Significant new website functionality

  • XBRL Cloud has just released an upgraded system. The key feature is a Single Sign-On, which means that you can access the following at anytime, with one login:
    • CleanScore—Verify your filing before you submit to the SEC. Prove that your filing is correct, consistent, complete, and accurate.
    • GAAPWatch—Research SEC filings. Slice, dice, filter, view and download.
    • EDGAR Dashboard—See the premier dashboard of recent EDGAR filings. Review and research any SEC filing—as soon as it is filed.
    • Settings—Self-service options to set your profile or reset your password
  • Please check out our new website too!

May 21, 2013

New Features [r10550]/V23

  • Adjustments to allow proper processing of DEI 2013 per SEC's official release of these files

April 15, 2013

New Features [r10286]/V23

  • EDGAR Filing Manual V23
    • Relaxation on file naming conventions
    • Relaxation on LC3 requirements
  • U S GAAP Information Model Upgrades. Updated hypercube messages from BEST PRACTICE to ERROR due to massive confusion (still!) about cubes. For example:
    • Hypercubes must be closed
    • Presentation and definition must define the same [Table] structure
  • Adjustment to 6.15.4 which had been disabled because of discussions with various customers. Ultimately, duplicate calculation relationships are a verification (not validation) issue. That is, we notify with INFORMATION that there are duplicate calculation relationships; someone would have to check if this is desired. Please note that INFORMATION items no longer show up on the EDGAR Dashboard.

February 27, 2013

New Features [r10033]/V22

  • Improve support for 2013 taxonomy documentation

February 26, 2013

New Features [r10019]/V22

  • EFM V22
    • Allow "any" namespace for UTR
    • UTR now reports ERROR when UTR elements (DEI 2012)
    • Adjustments for Document Type values
  • U S GAAP Model Structure Rules updated to handle Risk/Return filings
  • Upgraded existing domain rules based on real usage by real filers, for example expanded "Equity" options
  • Support for 2013 taxonomies

February 5, 2013

New Features [Viewer:982]

  • Major Update to Viewer
    • Same look-and-feel as the Evidence Package
    • New Explore mode
    • Much easier to use Search functionality

January 10, 2013

New Features [r9716]/V20

  • Redact rules for SEC documents that are not 10-K or 10-Q
  • Redact confusing reportability rules until they are reworded

December 31, 2012

New Features [r9603]/V20

  • Evidence Package 1.1
    • Added Generic (not SEC) Profile
    • You can now run Profile-based Validation directly (without Evidence Package)
    • Added Terminology and other links for online assistance
    • Minor formatting changes for improved readability

November 19, 2012

New Features [r9423]/V20

  • Improved detection of extensions

October 31, 2012 [Happy Halloween!]

New Features [r9304]/V20

  • Allow '/A' in dei:DocumentType

October 23, 2012

New Features [r9269]

  • This release is only a performance and stability release. Notably:
    • Limit errors to 100 per category. Validation reports generating large numbers of errors stressed systems and were not helpful to consumer.
    • Better handling of broken ZIP files for customers using REST API.

September 7, 2012

New Features [r9003]

  • EDGAR V20; No material changes, however, relaxed constraint on 6.5.15 to allow entities that are not double-escaped. For example "®" is acceptable; "&®" is not required.

Monday August 3, 2012

New Features [r8737]

  • Not correctly flagging some deprecated U S GAAP concepts

Monday June 18, 2012

New Features [r8460]

  • Altered Calculations based on change to XBRL 2.1 specification. Please see our blog entry.
  • Many EDGAR upgrades including (but not limited to):
    • EDGAR Filings must contain at least *one* Calculation
    • More precise checks on language usage ("en-US")
    • Units Registry (UTR) checks are controversial; they will not be posted on the EDGAR Dashboard
    • Myriad tiny adjustments to EFM validation based on internal reviews, none of which are expected to impact real filings.

Monday May 7, 2012

New Features [r8196]

  • Restored "Duplicate Calculations" WARNING.
  • Removed "Conflicting Calculations" INFORMATION. Notably, this check will be moved to Verification products

Monday April 16, 2012

New Features

  • Upgrades to 2012 Support per SEC's March 26 release to include deprecated sec.gov concepts (dei, country, etc.)
  • Improved Search in Review Application
  • Check for closed Hypercubes
  • Units Registry Checks
  • EFM "Conflicting Calculations" reinstated; set to INFORMATION. Please note that auditors are requiring this check; but conflicting calculations CAN be just fine.
  • EDGAR-specific check for '^' which is disallowed
  • Adjustment to presentation/table alignment checks