Validating with Rules Support

Disclosure Management provides additional rules validations including:

  To perform a regulator specific validation:

  1. Open the report in Microsoft Word or Excel, and then connect to the Disclosure Management server.

  2. From the Disclosure Management ribbon, select Instance Viewer.

    The Instance Viewer dialog is displayed.

  3. From the File menu, select a .DMR file or .XML file.

    Optional: You can also select the Open Report Folder or the Open US-GAAP Report, and navigate to the file.

    Once the file is loaded, a “Validate” menu item is added to the Instance Viewer dialog.

    The Validate drop down is displayed.

  4. Select Validate and then from the Validate drop down, select the validate option.

    Options are:

    • US SEC

    • UK HRMC

    • IRFS

    A Disclosure System check log is generated and displayed in the Instance Viewer.

  To view the Disclosure System Log from the Instance Viewer Tool menu:

  1. From the Disclosure Management ribbon, select Instance Viewer.

  2. Select Tools, then View, and then XBRL or Generic (for a .DMR file).

  3. Select Disclosure System Check Log.