Interactive user interface for converting unstructured documents

A system for converting unstructured documents into XML-compliant documents, comprising:

• a processor configured to execute the following operations:
• section a document into tables and blocks of text,
• parse a user-selected section of a document to identify fact items and their human-readable labels,
• process identified labels with XBRL taxonomy concepts to associate a list of probable matching concepts,
• forward the fact items, labels, and concepts to the user for review and correction,
• upon receipt of new XBRL taxonomy concepts from the user,
• generate an extension document for a taxonomy that contains the new concepts;
• include a reference to the extension document in the XML-compliant document;
• and
• an interface that executes on a client computer to present the probable matching concepts associated with labels and fact items, and to enable the user to enter new concepts for inclusion in the extension document,
• wherein said processor is further configured to determine whether a label for a fact item in the unstructured document matches the label corresponding to a concept associated with the fact item and, if the labels do not match, to automatically generate an extension document containing a label that matches the label in the unstructured document.

A system for converting unstructured documents into XML-compliant documents, comprising:

• a processor configured to execute the following operations:
• section a document into tables and blocks of text,
• parse a user-selected section of a document to identify fact items and their human-readable labels,
• process identified labels with XBRL taxonomy concepts to associate a list of probable matching concepts,
• forward the fact items, labels, and XBRL taxonomy concepts to the user for review and correction,
• upon receipt of new XBRL taxonomy concepts from the user,
• generate an extension document for a taxonomy that contains the new concepts;
• include a reference to the extension document in the XML-compliant document;
• and
• an interface that executes on a client computer to present the probable matching XBRL taxonomy concepts associated with labels and fact items, and to enable the user to enter new concepts for inclusion in the extension document,
• wherein said interface enables a user to identify concepts whose data items are algebraically summed to form the data item for another concept, and wherein said processor is further configured to create a linkbase that links the identified concepts to said other concept.

A computer-readable medium containing program instructions which, when executed by a processor, cause the processor to perform the following operations:

• sectioning an unstructured document into tables containing text and blocks of text, the text comprising unstructured data, without tags identifying the data;
• receiving a user-selected portion of the unstructured document comprising the unstructured data;
• parsing the user-selected section of the unstructured document automatically, without human intervention, to identify fact items and associated respective human-readable labels;
• comparing labels with a library of XBRL taxonomy concepts to associate, one or more probable concepts with each label;
• forwarding the fact items, labels, and respective associated concepts to the user;
• receiving optional correction of associated possible taxonomy concepts, by the user, which may comprise new taxonomy concepts not originally in the library, selection of a correct concept from the probable concepts previously associated with a respective label or association of one or more previously associated labels with a different taxonomy concept from the library of XBRL taxonomy concepts;
• generating a structured XML-compliant document comprising the fact items, associated labels and associated concepts as XML tags;
• upon receipt of new XBRL taxonomy concepts from the user, generating an extension document for a taxonomy that contains the new concepts wherein the XML-compliant document contains a reference to the extension document;
• and
• causing an interface to be displayed on a client computer to present the probable matching concepts associated with labels and fact items, and to enable the user to enter new concepts for inclusion in the extension document.

A method for converting unstructured documents into XML-compliant documents, comprising:

• sectioning an unstructured document into tables containing text and blocks of text, using a processor, the text comprising unstructured data, without tags identifying the data;
• receiving a user-selected portion of the unstructured document comprising the unstructured data;
• parsing the user-selected section of the unstructured document automatically, without human intervention, using the processor to identify fact items and respective human-readable labels;
• comparing the human-readable labels with a library of XBRL taxonomy concepts to associate one or more probable concepts with each label, using the processor;
• forwarding the fact items, labels and respective associated concepts to the user, to be displayed on a user interface;
• receiving optional correction of associated possible taxonomy concepts, by the user, which may comprise new taxonomy concepts not originally in the library, selection of a correct concept from the probable concepts previously associated with the label or association of one or more previously associated labels with a different taxonomy concept from the library of XBRL taxonomy concepts;
• generating a structured XML-compliant document comprising the fact items, associated labels and associated concepts as XML tags;
• and
• upon receipt of new XBRL taxonomy concepts from the user, generating an extension document for a taxonomy that contains the new concepts, wherein the XML-compliant document contains a reference to the extension document.

A system for converting unstructured documents into XML-compliant documents, said system comprising:

• a processor configured to execute the following operations:
• receiving an exemplar structured document comprising fact items and associated XBRL taxonomy concepts;
• sectioning an unstructured document into tables containing text and blocks of text, the text comprising unstructured data, without tags identifying the data;
• receiving a user-selected portion of the unstructured document comprising the unstructured data;
• parsing the user-selected section of the unstructured document automatically, without human intervention, to identify fact items and associated respective human-readable labels;
• comparing each human-readable label, identified from the unstructured document, with each label and associated concepts in the exemplar structured document;
• assigning one or more probable concepts to each label identified in the unstructured document based on the concepts in the exemplar structure document;
• forwarding the fact items, labels, and respective associated concepts to the user;
• and
• generating a structured XML-compliant document comprising the fact items, associated labels and associated concepts as XML tags, wherein the XML-compliant document contains a reference to an extension document associated with the exemplar structured document;
• and
• an interface that executes on a client computer to present the probable matching concepts associated with fact items and labels, and to enable the user to enter new concepts for inclusion in the extension document.

A method for converting unstructured documents into XML-compliant documents, said method comprising:

• receiving an exemplar structured document comprising fact items and associated XBRL taxonomy concepts;
• sectioning an unstructured structured document into tables containing text and blocks of text, using a processor, the text comprising unstructured data, without tags identifying the data;
• receiving a user-selected portion of the unstructured document comprising the unstructured data;
• parsing the user-selected section of the unstructured document automatically, without human intervention, using the processor, to identify fact items and associated respective human-readable labels;
• comparing each human-readable label, identified from the unstructured document, with each label and associated concepts in the exemplar structured document, using the processor;
• and
• assigning one or more probable concepts to each label identified in the unstructured document based on the concepts in the exemplar structure document, using the processor;
• forwarding the fact items, labels, and respective associated concepts to the user;
• and
• generating a structured XML-compliant document comprising the fact items, associated labels and associated concepts as XML tags, wherein the XML-compliant document contains a reference to an extension document associated with the structured document.