Document Management System with Interface Module for XBRL Compliance
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Solution Overview
Problem
The need for efficient and secure creation, management, and distribution of complex business documents, particularly XBRL compliant financial reports, poses a significant burden on corporations due to the complexity and regulatory requirements, necessitating a flexible and secure document management system.
Innovation Solution
A computer-based document management system that includes modules for document creation, formatting, and distribution, utilizing a networked architecture with an interface management module (IMM) for secure data transmission and processing, supporting various document types and formats, and integrating with production facilities for compliance with standards like XBRL.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If a flexible document management system is implemented to support various document types and formats, then the system's adaptability and versatility improve, but the device complexity increases
Solution Approach 1:
The patent implements a universal document management system that can handle multiple document types (financial reports, XBRL filings, corporate communications) and formats through a single integrated platform. The system uses standardized data models and conversion capabilities to process diverse document types without requiring separate specialized systems for each document category, thereby achieving versatility while managing complexity through unified architecture.
Solution Approach 2:
The system employs a modular nested architecture where core document management functions are embedded within a standardized framework, which itself is nested within the overall enterprise content management infrastructure. This nested structure allows the system to adapt to different document types by layering specialized processing modules around a common core, enabling versatility without proportionally increasing overall system complexity.
2Reliability
If secure data transmission and processing is implemented through interface management module, then data security and reliability improve, but the device complexity increases
Solution Approach 1:
The patent introduces an Interface Management Module (IMM) as an intermediary component that sits between external systems and the core document management functionality. This mediator handles all security-sensitive operations including authentication, authorization, data encryption, and protocol conversion, thereby centralizing security functions in a dedicated component rather than distributing complexity throughout the entire system architecture.
Solution Approach 2:
The security architecture is segmented into distinct functional layers: authentication layer, authorization layer, encryption layer, and protocol management layer. Each layer is handled by specific modules within the IMM, allowing security functions to be developed, maintained, and updated independently without affecting the core document management system, thus improving reliability while managing complexity through functional segmentation.
3Productivity
If automated document creation and processing is implemented, then productivity improves, but the device complexity increases
Solution Approach 1:
The system implements preliminary action by pre-defining document templates, validation rules, conversion parameters, and processing workflows before actual document creation occurs. XBRL schemas, corporate branding templates, and regulatory compliance rules are pre-configured in the system, allowing automated processing to simply apply these pre-established parameters rather than making complex decisions during processing, thereby improving productivity without proportionally increasing runtime system complexity.
Solution Approach 2:
The automated document processing system incorporates self-service capabilities where the system automatically performs data validation, format conversion, compliance checking, and quality assurance without requiring manual intervention. The IMM autonomously manages authentication, retrieves necessary data from connected systems, and applies appropriate processing rules based on document type, enabling high productivity through automation while keeping the control architecture manageable through rule-based decision making.
Data Source
AI summary
A computer-based architecture and system provides operational control of the document management process, permitting a client seamless access to sophisticated document production operations. Direct client control over SEC compliant document management permits faster more accurate document production operations.