The Disclosure Management Mapping Tool maps information between the items of a taxonomy and to the selected data value or values in an Office document or Financial Reporting. The Disclosure Management Mapping Tool is the central piece for most client-side user interactions. The Disclosure Management Mapping Tool is an add-in component for Office applications (Microsoft Word or Excel), and is bundled with Financial Reporting. Users can easily select taxonomies, manage mappings, and validate XBRL instance documents using the Disclosure Management Mapping Tool.
The Disclosure Management Mapping Tool:
Renders XBRL taxonomies and provides mapping functionality
Exposes most client-side user interactions
used by the Office Add-in and Financial Reporting
Provides a uniform user interface across all client applications
Includes taxonomy search capability and view customization
Enables reviewing and validation of all mappings
The add-in for Microsoft Word and Excel provides the following mapping features:
XBRL Taxonomy Concepts
XBRL Contexts
XBRL Units
XBRL Footnotes
Additionally, instance documents cannot be generated from the Disclosure Management Mapping Tool in Financial Reporting HTML Preview.
The Instance Document Viewer enables you to view instance documents in a human-readable format (that is, not the raw XML versions). Disclosure Management support three instance document viewers:
Raw XML Viewer
Generic Viewer
SEC Viewer
Additionally, you can generate a document in iXBRL format, which enables you to view submissions in a human readable format while retaining the machine-readable formats—within the same document.
The Disclosure Management Report Manager report writers can use the Report Manager interface to manage their master documents and doclets.