Patent Document ID: 8825614
Application ID: 13834846
Patent Flag: 1

Claim One:
1. An XBRL taxonomy migration system comprising: a processor having a memory that stores a program executable by the processor for performing a method of XBRL taxonomy migration; an XBRL taxonomy module including a first version of an XBRL taxonomy having XBRL concepts and a second version of the XBRL taxonomy having related XBRL concepts; an automated taxonomy migration module that receives an XBRL document having XBRL tags of the first version of the XBRL taxonomy and migrates the received XBRL document to the second version of the XBRL taxonomy by gathering metadata that corresponds to the first version of the XBRL taxonomy and replacing XBRL concepts of the first version of the XBRL taxonomy in the received XBRL document with XBRL concepts of the second version of the XBRL taxonomy; and an automated matching XBRL concept replacement module that: detects dependencies in calculations in the received XBRL document using the XBRL concepts in the received XBRL document; when dependencies are detected, determines whether a balance type of the first version XBRL taxonomy concept matches a balance type of a related second version XBRL taxonomy concept; when the balance type of the first version XBRL taxonomy concept matches the balance type of the related second version XBRL taxonomy concept, replaces the first version XBRL taxonomy concept in the received XBRL document with the related second version XBRL taxonomy concept of the matched balance type; and when the balance type of the first version XBRL taxonomy concept does not match the balance type of the related second version XBRL taxonomy concept, adjusts a weight of an arc using the related second version XBRL taxonomy concept in a calculation assertion when replacing the first version XBRL taxonomy concept in the received XBRL document with the related second version XBRL taxonomy concept, wherein after completion of the method of XBRL taxonomy migration, the migrated XBRL document no longer uses the first version of the XBRL taxonomy.