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Platform

Prior-period tagging

Match each untagged figure to the same registrant's prior filing, tagged on the platform or imported. Every match says why, and nothing is tagged until a person accepts it.

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Illustrative Each untagged figure is matched to the prior filing's tag and shows why; a tag is written only when you accept it.

How it works

Match, see why, accept, and know where each tag came from

  • Match

    Each untagged figure in a section is matched to one the prior filing tagged: by its row in a table, by the same figures, or by the sentence around it.

  • See why

    Every match gives its reason and a tier, A, B or C, from the most reliable to the ones to read first.

  • Accept

    Accept one figure, or all tier A matches in a section after seeing the list. Tier B and C are accepted one at a time.

  • Know where it came from

    An accepted tag records that it came from the prior period, with its tier, until someone changes it.

What it needs

A tagged prior filing for the same registrant

  • The registrant's previous filing made on the platform, or its filing imported from outside
  • Figures and table rows in the current section that are not yet tagged
Read about reusing a prior filing

Works with

Read more

  • Reusing a prior filing

    Reuse a prior filing's XBRL tags in the next period: what to import, what to compare concept by concept, and what to check again before accepting any of them.

See one section, end to end.

We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.

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