XBRL Evaluation Program Normalizes Financial Data Strings

The patent applies preliminary action by pre-defining mapping definitions that associate XBRL items with multiple possible character string variations. Before actual conversion occurs, the system prepares a mapping framework that anticipates different description forms, allowing it to handle character string changes without increasing processing load during conversion. The mapping definition is created in advance to include various acceptable descriptions for each XBRL item.

The patent applies parameter changes by transforming character strings into a normalized form through the mapping definition. Instead of processing raw character strings directly, the system converts them into standardized XBRL item references, changing the parameter from variable text descriptions to fixed structured data. This parameter transformation reduces processing complexity while maintaining adaptability to different original descriptions.

The patent applies copying by creating a mapping definition that preserves the relationship between original character strings and XBRL items. Instead of losing original description information, the system creates a reference copy that maps various character string forms to their corresponding XBRL items. This copying mechanism allows fast processing through normalization while retaining the ability to trace back to original descriptions if needed.

The patent applies intermediary by introducing the mapping definition as a mediating layer between original character strings and XBRL items. The mapping definition serves as an intermediary structure that enables efficient comparison and processing through normalization, while simultaneously preserving the connection to original descriptions. This intermediary layer resolves the conflict between processing speed and information retention.

The patent applies segmentation by dividing the evaluation process into two distinct phases: a comprehensive evaluation phase during mapping definition creation, and a streamlined evaluation phase during actual conversion. The mapping definition is created with complete evaluation rules in advance, then reused during conversion without repeating full evaluation. This segmentation allows thorough reliability checking when creating the mapping while maintaining high productivity during subsequent conversions.

The patent applies preliminary action by performing complete evaluation and creating the mapping definition before actual conversion operations. All complex evaluation logic is executed in advance when building the mapping definition, so that subsequent conversions can rely on the pre-established mapping without repeating intensive evaluation. This preliminary action ensures conversion reliability while enabling fast processing during actual use.