December 18, 2019
Release Overview
The Certent Disclosure Management (DM) Platform December 18, 2019 update includes 64-bit Office support and Inline XBRLExtensible Business Reporting Language (XBRL) is an XML-based standard for defining and exchanging business and financial performance information. updates.
User Stories
- Inline HTML preview uses Inline’s HTML engine:
- We have updated Preview > EDGARElectronic Data Gathering, Analysis, and Retrieval (EDGAR), is a SEC system used by public companies to transmit filings of annual and quarterly reports and other disclosures. (HTML) to Preview > Inline HTML for customer reports that are marked as Inline XBRL in Report > Report Properties.
If Mark Report as Inline XBRL is selected in Report Properties, then Inline HTML is displayed.
If Mark Report as Inline XBRL in Report Properties is not selected, then EDGAR (HTML) is displayed.
- Inline HTML will generate the HTML of Inline XBRL without the embedded XBRL facts.
- EDGAR (HTML) uses a different HTML generation process than Inline HTML.
- This will reduce the formatting discrepancies between the Inline XBRL file versus the EDGAR (HTML) file.
- We have updated Preview > EDGARElectronic Data Gathering, Analysis, and Retrieval (EDGAR), is a SEC system used by public companies to transmit filings of annual and quarterly reports and other disclosures. (HTML) to Preview > Inline HTML for customer reports that are marked as Inline XBRL in Report > Report Properties.
- Update table styles to have default text alignment:
- When a user generates Inline XBRL with a table, the table has a style attribute with text-align: left.
- Arelle® is including a styling package (CSS) that overrides the default style of certain HTML elements (table/p tags). They did not do this with their original viewer, so we did not explicitly code the HTML to have the default styling, which resulted in tables with center alignment to have line items center-aligned as opposed to left-aligned in the Arelle® viewer.
- Decimal item type support:
- Users will be able to tagA tag renders a value in XBRL, made up of an element, a calendar, numeric units and a member, if needed. decimal item type elements with supported numeric unitsNumeric units such as scale and precision define the size and decimal postition (rounding) of an XBRL tag. so they can correctly use decimal item types.
- Remove 64-bit office from preview flag:
- All users will be able to launch and use the software using 32- and 64-bit Office. Previously, only users who requested 64-bit Office preview enabled would be able to launch the software using 64-bit Office.
- Workaround Arelle for footnote and fact IDs:
- Users want to be able to review an Arelle® rendering and be confident that they are not mis-matching facts with other facts. There was an issue with Arelle® and footnote and fact IDs where an integer was used. We have updated the IDs to be a GUID instead.
- Update Get Started button URL:
- Users can click on the Get Started button in the Research Alerts area of the DMCThe Disclosure Management Console (DMC) is the browser-based part of the DM platform used to create and manage projects and reports. Dashboard to begin a Disclosure Research free trial even if they do not already have an account.
- Implement workaround for SyncFusion bug (DM Designer does not load properly - Black Pane) until they fix it with a new release.
Bug Fixes
- Title: No definition available in Definition column of Reviewer’s Guide
Description: Customer is attempting to do an XBRL review using the Reviewers Guide and the Definitions and Reference columns. The Definitions column shows No definition available and the Reference column shows No authoritative reference available. - Title: Show in tagging details does not take you to the elementThe representation of a financial reporting concept, including: line items in the face of the financial statements, important narrative disclosures, and rows and columns in tables. location
Description: When you search for an element and then click Show in tagging details, the software does not direct you to the element. The software highlights the element, but it does not jump to the location - you must scroll until you find it. - Title: Right-clicking on any level of the taxonomyDictionary-like XBRL classifications that describe the context of data in financial statements and business documents. and choosing Expand All or Collapse All brings you to the top of the taxonomy
Description: Expand All and Collapse All on taxonomy items causes you to be placed at the top of the taxonomy, forcing you to scroll down to where you previously were.
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