1. Working with Disclosure Management for Narrative Reporting
  2. Performing Auto Tag for SEC Jurisdiction
  3. Auto Tagging the Disclosure Management Report

Auto Tagging the Disclosure Management Report

After you register, and load your taxonomy, you can proceed to auto tag on the Disclosure Management report.

Before you begin the Auto Tag process, you must ensure that all the required pre-requisites steps are verified:

  • You must ensure that all the Word doclets are checked-in, before you work on it.

  • You must ensure that the formatting options at the report level are set correctly, such as the date format and the negative number format.

  • At least one Context must be defined, before performing Auto Tag.

Note:

It's recommended that you validate the tags after the Auto Tagging process is completed for each doclet. You can validate the Auto Tagged items by reviewing them using the existing functionality.

Reviewing Mappings

Watch this overview video: Mapping Disclosure Management Reports in Narrative Reporting Cloud.

video icon -- Mapping Disclosure Management Reports in Narrative Reporting Cloud.

Note:

After the Auto Tagging process is completed, the doclets that were selected to be auto-tagged are checked-out. You must validate each doclet before check-in, and then refresh it into the Disclosure Management report.

Performing Auto Tag on the Disclosure Management report in Smart View

To Auto Tag the Disclosure Management Report, perform these steps:

  1. Connect to the Narrative Reporting in Oracle Smart View for Office. See Connecting to Narrative Reporting in Smart View
  2. In the Smart View panel, navigate to the newly created library folder that is made available to Disclosure Management users.
  3. Expand the folder structure, and view the Disclosure Management report that is made available for both Disclosure Management and Narrative Reporting Web users.
  4. Open the Disclosure Management report in Smart View.
  5. Click Auto Tag, and from the Select Doclet dialog you can either select All or select the required doclet from the list, then click OK. The confirmation message "Auto Tagging on the Disclosure Management report is successfully done." is displayed.

    Note:

    The Auto Tag operation can be performed on the Disclosure Management report. However, be advised that since working with individual doclets enables collaboration of multiple users working on the report, it is more beneficial to Auto Tag individual doclets when there are several users. If a user checks-out a Word doclet within the Disclosure Management report, and another user simultaneously performs Auto Tagging on the Disclosure Management report, then it may not be possible to view the checked-out doclet from the Select Doclet dialog.