`
`Exhibit K
`
`
`
`c12) United States Patent
`
`Davis
`
`(10) Patent No.:
`(45) Dat e of Pat ent:
`
`*Feb. 23, 2016
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 2 of 120
`I lllll llllllll Ill lllll lllll lllll lllll lllll 111111111111111111111111111111111
`US009268748B2
`US 9,268,748 B2
`171212 (2013.01); G06F 171215 (2013.01);
`G06F 1712235 (2013.01); G06F 1712247
`(2013.01); G06F 1712252 (2013.01); G06F
`1712264 (2013.01); G06F 171243 (2013.01);
`
`(54) SYSTEM, METHOD, AND COMPUTER
`PROGRAM PRODUCT FOR OUTPUTTING
`MARKUP LANGUAGE DOCUMENTS
`
`(71) Applicant: e-Numerate Solutions, Inc., Great Falls,
`VA (US)
`
`(72)
`
`Inventor: Russell T Davis, Bethesda, MD (US)
`
`(73) Assignee: e-Numerate Solutions, Inc., Great Falls,
`VA (US)
`
`( * ) Notice:
`
`Subject to any disclaimer, the term ofthis
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`
`This patent is subject to a terminal dis
`claimer.
`
`(21) Appl. No.: 14/724,801
`
`(22) Filed:
`
`May28, 2015
`
`(65)
`
`Prior Publication Data
`
`US 2015/0261729 Al
`
`Sep. 17, 2015
`
`Related U.S. Application Data
`
`(60) Continuation-in-part of application No. 11/819,125,
`filed on Jun. 25, 2007, which is a division of
`application No. 09/573,419, filed on May 18, 2000,
`now Pat. No. 7,249,328.
`
`(60) Provisional application No. 60/183,152, filed on Feb.
`17, 2000, provisional application No. 60/135,525,
`filed on May 21, 1999.
`
`(51)
`
`Int. Cl.
`
`(52) U.S. Cl.
`
`(2006.01)
`(2006.01)
`(Continued)
`
`G06F 3100
`G06F 17121
`CPC ............ G06F 171218 (2013.01); G06F 310482
`(2013.01); G06F 3104842 (2013.01); G06F
`201
`
`(Continued)
`
`(58) Field of Classification Search
`CPC . G06F 17/218; G06F 3/04842; G06F 3/0482;
`G06F 17/2252; G06F 17/212; G06F 17/215 ;
`G06F 17/2247; G06F 17/246; G06F 17/2235 ;
`G06F 17/2264; G06F 17/30991; YlOS
`707/99953; YlOS 707/99956
`See application file for complete search history.
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`4,674,043 A
`5,008,853 A
`
`6/1987 Hernandez et al.
`4/1991 Bly et al.
`
`(Continued)
`
`FOREIGN PATENT DOCUMENTS
`
`WO
`WO
`
`0072197 A2
`0161568 A2
`
`11/2000
`8/2001
`
`OTHER PUBLICATIONS
`
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Dec.
`28, 2005.
`
`Primary Examiner - Kyle Stork
`
`(Continued)
`
`(57)
`
`ABSTRACT
`
`A system, method, and computer program product are pro
`vided for use in connection with at least one computer-read
`able Extensible Markup Language (XML)-compliant data
`document capable of including: a plurality of line items with
`a plurality of data values, and a plurality of computer-read
`able semantic tags that describe a semantic meaning of the
`data values.
`
`20 Claims, 40 Drawing Sheets
`
`203
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 3 of 120
`
`US 9,268,748 B2
`Page 2
`
`(2013.01)
`(2013.01)
`(2006.01)
`(2006.01)
`(2006.01)
`
`(52) U.S. Cl.
`
`(51)
`
`Int. Cl.
`
`G06F 310484
`G06F 310482
`G06F 17122
`G06F 17124
`G06F 17130
`CPC ........ G06F 171246 (2013.01); G06F 17130896
`(2013.01); G06F 17130991 (2013.01); YJOS
`707199953 (2013.01); YJOS 707199956
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`(2013.01)
`
`5,276,776 A
`5,339,392 A
`5,371,675 A
`5,423,032 A
`5,434,541 A
`5,461,708 A
`5,519,617 A
`5,530,794 A
`5,530,942 A
`5,548,749 A *
`5,551,381 A
`5,581,685 A
`5,581,686 A
`5,603,021 A
`5,613,131 A
`5,701,400 A
`5,706,502 A
`5,721,847 A
`5,737,592 A
`5,737,739 A
`5,748,188 A
`5,754,939 A
`5,822,587 A
`5,838,906 A
`5,838,965 A
`5,881,381 A
`5,893,109 A
`5,894,311 A
`5,895,476 A
`5,907,820 A
`5,911,145 A
`5,913,214 A
`5,917,485 A
`5,920,828 A
`5,948,113 A
`5,950,196 A
`5,953,724 A
`5,956,737 A
`5,974,413 A
`5,983,247 A
`5,987,469 A
`5,999,944 A
`6,006,242 A
`6,009,436 A
`6,014,643 A
`6,014,661 A
`6,026,388 A
`6,026,397 A
`6,034,676 A
`6,038,574 A
`6,052,710 A
`6,058,385 A
`6,065,012 A
`6,065,026 A
`6,075,530 A
`6,092,036 A
`6,097,888 A
`6,108,662 A
`6,112,242 A
`6,121,924 A
`
`111994 Grady et al.
`8/1994 Risberg et al.
`12/1994 Greif et al.
`6/1995 Byrd et al.
`7/1995 Knoedl, Jr.
`10/1995 Kahn
`5/1996 Hughes et al.
`6/1996 Luebbert
`6/1996 Tzou et al.
`8/1996 Kroenke et al.
`9/1996 Lose! et al.
`12/1996 Sakurai
`12/1996 Koppolu et al.
`2/1997 Spencer et al.
`3/1997 Moss et al.
`12/1997 Amado
`111998 Foley et al.
`2/1998 Johnson
`4/1998 Nguyen et al.
`4/1998 Shirley et al.
`5/1998 Hu et al.
`5/1998 Herz et al.
`10/1998 McDonald et al.
`1111998 Doyle et al.
`1111998 Kavanagh et al.
`3/1999 Y arnashita et al.
`4/1999 DeRose et al.
`4/1999 Jackson
`4/1999 Orr et al.
`5/1999 Pan
`6/1999 Arora et al.
`6/1999 Madnick et al.
`6/1999 Spellman et al.
`7/1999 Norris et al.
`9/1999 Johnson et al.
`9/1999 Pyreddy et al.
`9/1999 Lowry
`9/1999 King et a!.
`10/1999 Beauregard et al.
`1111999 Y arnanaka et al.
`1111999 Lewis et al.
`12/1999 Lipkin
`12/1999 Poole et al.
`12/1999 Motoyama et al.
`112000 Minton
`112000 Ahlberg et al.
`212000 Liddy et al.
`212000 Sheppard
`3/2000 Egan et al.
`3/2000 Pitkow et al.
`412000 Saliba et al.
`512000 Koza et al.
`512000 Balsara et al.
`512000 Cornelia et al.
`612000 Lucas et al.
`712000 Hamann
`8/2000 Simonyi
`8/2000 Hoskins et al.
`8/2000 Jois et al.
`912000 Meek et al.
`
`6,125,391 A
`6,134,563 A
`6,148,330 A
`6,160,549 A
`6,167,409 A
`6,173,272 Bl
`6,173,284 Bl
`6,173,316 Bl
`6,185,573 Bl
`6,185,816 Bl
`6,192,362 Bl
`6,195,665 Bl
`6,195,676 Bl
`6,199,046 Bl *
`6,199,080 Bl
`6,206,388 Bl
`6,212,494 Bl
`6,223,189 Bl
`6,226,675 Bl
`6,240,407 Bl
`6,243,698 Bl
`6,249,291 Bl
`6,256,030 Bl
`6,266,670 Bl
`6,269,380 Bl
`6,276,991 Bl
`6,278,991 Bl
`6,295,530 Bl
`6,308,179 Bl
`6,314,424 Bl
`6,314,562 Bl
`6,317,750 Bl
`6,317,783 Bl
`6,339,767 Bl
`6,344,851 Bl
`6,345,284 Bl
`6,345,292 Bl
`6,349,307 Bl
`6,351,755 Bl
`6,356,920 Bl
`6,356,961 Bl
`6,366,915 Bl
`6,370,537 Bl
`6,370,549 Bl
`6,373,504 Bl
`6,374,274 Bl
`6,408,430 B2
`6,418,433 Bl
`6,421,656 Bl
`6,421,822 Bl
`6,424,980 Bl
`6,434,541 Bl
`6,446,048 Bl
`6,460,059 Bl
`6,470,349 Bl
`6,484,149 Bl
`6,493,717 Bl
`6,502,101 Bl
`6,502,112 Bl
`6,505,246 Bl
`6,507,856 Bl
`6,510,468 Bl *
`6,513,043 Bl
`6,519,617 Bl
`6,529,217 Bl
`6,535,896 B2
`6,542,912 B2
`6,581,068 Bl
`6,591,272 Bl
`6,594,653 B2
`6,615,258 Bl
`6,621,505 Bl
`6,626,957 Bl
`6,629,094 Bl
`6,629,135 Bl
`6,631,357 Bl
`6,631,402 Bl
`6,635,089 Bl
`6,640,234 Bl
`
`912000 Meltzer et al.
`10/2000 Clancey et al.
`11/2000 Puri et al.
`12/2000 Touma et al.
`12/2000 DeRose et al.
`112001 Thomas et al.
`112001 Brown
`112001 De Boor et al.
`2/2001 Angelucci et al.
`2/2001 Freund et al.
`2/2001 Schneck et al.
`2/2001 Jarett
`2/2001 Spix et al.
`3/2001 Heinzle et al. .................. 705/39
`3/2001 Nielsen
`3/2001 Ouboter
`4/2001 Boguraev
`4/2001 Steffens et al.
`5/2001 Meltzer et al.
`5/2001 Chang et al.
`6/2001 Powers et al.
`6/2001 Popp et al.
`7/2001 Berry et al.
`7/2001 LaMarca et al.
`7/2001 Terry et al.
`8/2001 Kobayashi et al.
`8/2001 Ebert
`9/2001 Ritchie et al.
`10/2001 Petersen et al.
`1112001 Kaczmarski et al.
`1112001 Biggerstaff
`1112001 Tortolani et al.
`1112001 Freishtat et al.
`112002 Rivette et al.
`212002 Roberts et al.
`212002 Dinkelacker
`212002 Daugherty et al.
`212002 Chen
`212002 Najork et al.
`3/2002 Vandersluis
`3/2002 Oprescu-Surcobe
`412002 Rubert et al.
`412002 Gilbert et al.
`412002 Saxton
`412002 Nielsen
`412002 Myers et al.
`612002 Gunter et al.
`712002 Chakrabarti et al.
`712002 Cheng et al.
`712002 Pave la
`712002 Iizuka et al.
`8/2002 Tawel et al.
`912002 Wells et al.
`10/2002 Wisniewski
`10/2002 Heninger et al.
`1112002 Janunes et al.
`12/2002 Junkin
`12/2002 Verprauskus et al.
`12/2002 Baisley
`112003 Land et al.
`112003 Chen et al.
`
`112003 Hayne ........................... 709/246
`
`112003 Chan et al.
`212003 Wanderski et al.
`3/2003 Maguire, III et al.
`3/2003 Britton et al.
`4/2003 Meltzer et al.
`6/2003 Bensoussan et al.
`7/2003 Williams
`7/2003 Colby et al.
`9/2003 Barry et al.
`9/2003 Beauchamp et al.
`9/2003 Lippert et al.
`9/2003 Colby et al.
`9/2003 Ross, Jr. et al.
`10/2003 Perkowski
`10/2003 Devine et al.
`10/2003 Burkett et al.
`10/2003 Coffen et al.
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 4 of 120
`
`US 9,268,748 B2
`Page 3
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`6,643,633 B2
`6,667,747 Bl
`6,714,201 Bl
`6,718,516 Bl
`6,721,736 Bl
`6,745,384 Bl
`6,772,139 Bl
`6,789,252 Bl
`6,862,710 Bl
`6,876,930 B2
`6,886,005 B2
`6,910,017 Bl
`6,912,293 Bl
`6,920,608 Bl
`6,993,527 Bl
`7,020,862 Bl
`7,020,882 Bl
`7,152,116 Bl
`7,181,438 Bl
`7,249,328 Bl
`7,340,534 B2
`7,401,076 B2
`7,421,648 Bl
`7,512,875 B2
`7,565,397 B2
`7,650,355 Bl
`7,660,874 Bl
`7,801,896 B2
`8,006,177 Bl
`8,185,615 Bl
`8,185,815 Bl
`8,185,816 B2
`8,370,362 B2
`8,375,116 B2
`8,489,982 B2
`8,959,196 B2
`200110013030 Al
`200110018687 Al
`200110018694 Al
`200110020237 Al
`200110049687 Al
`2002/0007383 Al
`2002/0023141 Al
`2002/0035501 Al
`2002/0052954 Al
`2002/0062451 Al
`2002/0073115 Al
`2002/0091696 Al
`200210165872 Al
`200210168664 Al
`2002/0198985 Al
`2003/0041077 Al
`2003/0078683 Al
`2003/0078883 Al
`2003/0140045 Al
`2003/0167213 Al
`2003/0217047 Al
`2005/0005266 Al
`2005/0086126 Al
`2005/0086216 Al
`2005/0182709 Al
`2005/0187954 Al
`2005/0198042 Al
`200610168335 Al
`200710156677 Al
`2007/0219933 Al
`2008/0028340 Al
`2008/0282139 Al
`2009/0083613 Al
`2009/0083619 Al
`2009/0089657 Al
`2010/0004874 Al
`2010/0100814 Al
`2010/0299239 Al
`
`1112003 Chau et al.
`12/2003 Spellman et al.
`3/2004 Grin stein et al.
`412004 Claussen et al.
`412004 Krug et al.
`6/2004 Biggerstaff
`8/2004 Smith, III
`912004 Burke et al.
`3/2005 Marchisio
`412005 Murray et al.
`412005 Davis
`6/2005 Woo et al.
`6/2005 Korobkin
`7/2005 Davis
`112006 Raman et al.
`3/2006 Alfke et al.
`3/2006 Lewallen
`12/2006 Austin et al.
`212007 Szabo
`7/2007 Davis
`3/2008 Cameron et al.
`7/2008 Davis
`9/2008 Davis
`3/2009 Davis
`712009 Hodjat et al.
`112010 Davis
`2/2010 Meltzer et al.
`9/2010 Szabo
`8/2011 Meltzer et al.
`512012 McDysan et al.
`512012 Feira et al.
`512012 Davis
`212013 Szabo
`212013 Meltzer et al.
`7/2013 Davis
`2/2015 Meltzer et al.
`8/2001 Colby et al.
`8/2001 Gonzalez et al.
`8/2001 Iwamoto et al.
`9/2001 Yarnall et al.
`12/2001 Russell
`112002 Yoden et al.
`212002 Yen et al.
`3/2002 Handel et al.
`512002 Polizzi et al.
`512002 Scheidt et al.
`612002 Davis
`712002 Craft et al.
`1112002 Meltzer et al.
`1112002 Murray et al.
`12/2002 F raenkel et al.
`212003 Davis et al.
`4/2003 Hartman et al.
`4/2003 Stewart et al.
`7/2003 Heninger et al.
`9/2003 Jarnmes et al.
`1112003 Marchisio
`112005 Datig
`412005 Patterson
`412005 Davis
`8/2005 Belcsak et al.
`8/2005 Raman et al.
`912005 Davis
`712006 Hodjat et al.
`7/2007 Szabo
`9/2007 Datig
`112008 Davis
`1112008 Davis
`3/2009 Davis
`3/2009 Davis
`412009 Davis
`112010 Rzhetsky et al.
`4/2010 Meltzer et al.
`1112010 May
`
`2010/0332414 Al
`2010/0332583 Al
`2013/0159845 Al
`
`12/2010 Mead et al.
`12/2010 Szabo
`612013 Meltzer et al.
`
`OTHER PUBLICATIONS
`
`Advisory Action from U.S. Appl. No. 09/573,780, dated Jul. 7, 2005.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Mar. 28,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Apr.
`23, 2004.
`Notice of Allowance from U.S. Appl. No. 09/573,778, dated May 1,
`2008.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Oct. 3,
`2007.
`Non-Final Office Action from U.S.Appl. No. 09/573,778, dated Apr.
`13, 2007.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Oct. 24,
`2006.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated May
`31, 2006.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated Dec.
`16, 2005.
`Advisory Action from U.S. Appl. No. 09/573,778, dated Sep. 27,
`2005.
`Final Office Action from U.S. Appl. No. 09/573,778, dated Jun. 2,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,778, dated Jan.
`5, 2005.
`Restriction Requirement from U.S. Appl. No. 09/573,778, dated Sep.
`16, 2004.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Mar. 31,
`2014.
`Advisory Action from U.S. Appl. No. 12/222,751, dated May 15,
`2013.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, dated Jul.
`11, 2013.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Jan. 7,
`2013.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, dated May
`29, 2012.
`Final Office Action from U.S. Appl. No. 12/222,751, dated Jan. 25,
`2012.
`Non-Final Office Action from U.S. Appl. No. 12/222,751, datedAug.
`11, 2011.
`Notice of Allowance from U.S. Appl. No. 12/222,750, dated Mar. 15,
`2013.
`Final Office Action from U.S. Appl. No. 12/222,750, dated Aug. 11,
`2011.
`Non-Final Office Action from U.S. Appl. No. 12/222,750, dated Feb.
`14, 2011.
`Notice of Allowance from U.S. Appl. No. 12/222,752, dated Feb. 2,
`2012.
`Non-Final Office Action from U.S. Appl. No. 12/222,752, dated Aug.
`5, 2011.
`Notice of Allowance from U.S. Appl. No. 09/573,413, dated Feb. 8,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,413, dated Aug.
`27, 2004.
`Notice of Allowance from U.S. Appl. No. 111119,963, dated Dec. 15,
`2008.
`Non-Final Office Action from U.S. Appl. No. 111119,963, dated Jun.
`27, 2008.
`Final Office Action from U.S. Appl. No. 111119,963, dated Feb. 5,
`2008.
`Non-Final Office Action from U.S. Appl. No. 111119,963, dated May
`29, 2007.
`Notice of Allowance from U.S. Appl. No. 09/573,419, dated Mar. 26,
`2007.
`Advisory Action from U.S. Appl. No. 09/573,419, dated Feb. 20,
`2007.
`Final Office Action from U.S. Appl. No. 09/573,419, dated Oct. 19,
`2006.
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 5 of 120
`
`US 9,268,748 B2
`Page 4
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`Non-Final Office Action from U.S.Appl. No. 09/573,419, dated May
`10, 2006.
`Advisory Action from U.S. Appl. No. 09/573,419, dated Jan. 5, 2006.
`Final Office Action from U.S. Appl. No. 09/573,419, dated Sep. 20,
`2005.
`Non-Final Office Action from U.S. Appl. No. 09/573,419, dated Apr.
`7, 2005.
`Advisory Action from U.S. Appl. No. 09/573,419, dated Jan. 26,
`2005.
`Final Office Action from U.S. Appl. No. 09/573,419, dated Oct. 26,
`2004.
`Non-Final Office Action from U.S. Appl. No. 09/573,419, dated Mar.
`11, 2004.
`Non-Final Office Action from U.S. Appl. No. 09/573,419, dated Oct.
`8, 2003.
`Restriction Requirement from U.S.Appl. No. 09/573,419, dated Jun.
`18, 2003.
`Final Office Action from U.S. Appl. No. 11/819,126, dated Mar. 24,
`2014.
`Final Office Action from U.S. Appl. No. 11/819,126, dated Oct. 21,
`2013.
`Non-Final Office Action from U.S. Appl. No. 11/819,126, dated Feb.
`27, 2013.
`Final Office Action from U.S. Appl. No. 11/819,126, dated Nov. 17,
`2010.
`Non-Final Office Action from U.S. Appl. No. 11/819,126, dated Jun.
`9, 2010.
`Final Office Action from U.S. Appl. No. 11/819, 125, dated Oct. 22,
`2014.
`Non-Final Office Action from U.S. Appl. No. 11/819,125, dated Mar.
`25, 2014.
`Advisory Action from U.S. Appl. No. 11/819,125, dated Sep. 3, 2013.
`Final Office Action from U.S. Appl. No. 11/819,125, dated Mar. 14,
`2013.
`Non-Final Office Action from U.S. Appl. No. 11/819,125, dated Sep.
`28, 2012.
`Advisory Action from U.S. Appl. No. 11/819,125, dated Aug. 2,
`2011.
`Final Office Action from U.S. Appl. No. 11/819, 125, dated Apr. 12,
`2011.
`Final Office Action from U.S. Appl. No. 11/819,125, dated Dec. 14,
`2010.
`Non-Final Office Action from U.S. Appl. No. 11/819,125, dated Jul.
`14, 2010.
`Notice of Allowance from U.S. Appl. No. 10/980,266, dated Mar. 17,
`2008.
`Non-Final Office Action from U.S. Appl. No. 10/980,266, dated Sep.
`12, 2007.
`Final Office Action from U.S. Appl. No. 10/980,266, dated Mar. 19,
`2007.
`Non-Final Office Action from U.S. Appl. No. 10/980,266, dated Sep.
`5, 2006.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated Oct.
`2, 2014.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Feb. 20,
`2014.
`Non-Final Office Action from U.S.Appl. No. 10/052,250, dated May
`22, 2013.
`Decision on Appeal from U.S. Appl. No. 10/052,250, dated May 1,
`2012.
`Examiners Answer from U.S. Appl. No. 10/052,250, dated Nov. 24,
`2008.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Nov. 1,
`2007.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated Jun.
`11, 2007.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Nov. 2,
`2006.
`
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated May
`18, 2006.
`Advisory Action from U.S. Appl. No. 10/052,250, dated Dec. 19,
`2005.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Aug. 23,
`2005.
`Non-Final Office Action from U.S. Appl. No. 10/052,250, dated Mar.
`22, 2005.
`Fulton, "Ten Minute Guide to Excel 97," Dec. 12, 1996; http://
`techbus.safaribooksonline.corn/print?xm!id�0/7897-1020-
`X%2F chl 7levlsecl>.
`Hoffman et al., XBRL Taxonomy Financial Reporting for Commer
`cial and Industrial Companies, US GAAP, Jul. 31, 2000, pp. 1-12.
`XBLR for Financial Statements Questions and Answers, Apr. 26,
`2000, 6 pages.
`Harding, W. E., "Finally, Business Talks the same Language," Aug.
`2000, 5 pages.
`Arnold, K. et al., "The Java Programming Language, Second Edi
`tion," The Java Series, 3rd Printing, Sep. 1998, pp. 466 pages.
`Gosling, J. et al., "The Java Language Specification," The Java Series,
`First printing, Aug. 1996, 853 pages.
`Harold, E. R., "XML: Extensible Markup Language," IDG Books
`Worldwide, Inc., 1998, 458 pages.
`Final Office Action from U.S. Appl. No. 10/052,250, dated Jul. 21,
`2015.
`Bruce Hallberg et al., "Special Edition, Using Microsoft.RTM.
`Excell 97, Bestseller Edition, " Que.RTM. Corporation (1997).
`Elliotte Rusty Harold, "XML .TM. Bible," IDG Books Worldwide,
`Inc., An International Data Group Company (1999).
`David Megginson, "Structuring XML Documents," Prentice Hall
`PTR, Upper Saddle River, NJ (1998).
`Copending U.S. Appl. No. 09/573,419 entitled "Tree View for Reus
`able Data Markup Language," filed May 18, 2000.
`Copending U.S. Appl. No. 09/573,778 entitled "Reusable Data
`Markup Language," filed May 18, 2000.
`Extensible Business Reporting Language (XBRL) 2.0 Specification,
`(Dec. 14, 2001), Editors: Luther Hampton, e-Numerate; David vun
`Kannon, KPMG LLP; pp. 1-42.
`Information on Exchange Rates of Africa, Asia, and Australia, web
`site: http://eh.net/hmit/exchangerates/infoafr.htm, pp. 1-3, 2002 by
`EH.NET, downloaded Oct. 19, 2006.
`Microsoft Press Computer Dictionary, Third Edition, Microsoft
`Press, p. 511 (1997) (3 pages).
`Online Ohio CPA Newsletter, A Monthly Electronic Publication of
`the Ohio Society of Certified Public Accountants; Aug. 2000, vol. 1,
`No. 14 (7 pages).
`Order of Magnitude (online Wikipedia article), http://en.wikipedia.
`org/wiki/Orders.sub.--of.sub.--magnitude>, 2006 Wikimedia Foun
`dation, Inc. pp. 1-4, downloaded Oct. 19, 2006.
`Tools [online], extensible Business Reporting Language, [retrieved
`on Aug. 13, 2002]. Retrieved from the Internet <URL: http://www.
`xbrl.org/Tools.htrn> (5 pages).
`XBRL Essentials, (A nontechnical introduction to the extensible
`Business Reporting Language, the digital language of business), Jan.
`2001, Charles Hoffman, CPA; Carolyn Strand, PhD, CPA, (AICPA),
`pp. 1-17.
`XBRL Home Page [online], extensible Business Reporting Lan
`guage, [retrieved on Aug. 13, 2002]. Retrieved from the Internet
`<URL: http://ww w.xbrl.org> (3 pages).
`XBRL Technical Specification [online], extensible Business Report
`ing Language, [retrieved on Aug. 13, 2002]. Retrieved from the
`Internet <URL: http://ww w.xbrl.org/TR1200 l /default.htrn>
`( 1
`page).
`The XML Cover Pages, Extensible Business Reporting Language
`(XBRL), (1994-2002), Robin Cover, pp. 1-18.
`Berkley et al., The Road to Better Business Information Making a
`Case for XBRL, Winter 2000, Microsoft, pp. 1-13.
`Blattner, Special Edition Using Microsoft Excel (R), May 3, 1999 (C)
`Que Corporation "Adding a Secondary Axis to the Chart" (3 pages).
`Gilster, Paul, Finding It on the Internet: The Internet Navigator's
`
`Guide to Search Tools & Techniques, 2.sup.nd edition (1996) (3
`
`pages).
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 6 of 120
`
`US 9,268,748 B2
`Page 5
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`Hamscher et al., Extensible Business Reporting language (XBRL)
`Specification, Jul. 31, 2000, XBRL Organization, pp. 1-27.
`Charles Hoffman and Carolyn Strand, "XBRL Essentials, A Non
`technical Introduction to eXtensible Business Reporting Language
`(XBRL), the Digital Language of Business Reporting," pp. 1-148
`(2001).
`Jon Rienstra, "Using Excel.RTM. in Chemistry," http://www.asa3.
`org/chemistry/computers.sub.--in.sub.--chemistry/excel.su- b.--tips.
`html (1995) (4 pages).
`Simon St. Laurent, "Why XML?," http://ww w.simonstl.com/ar
`ticles/whyxml.htm (1998) (5 pages).
`Suzuki et al., "Managing the Software Design Documents With
`XML," ACM Proceedings of the 16th Annual International Confer
`ence on Computer Documentation, Sep. 1998, pp. 127-136.
`Copending U.S. Appl. No. 11/819,125 entitled "Tree View for Reus
`able Data Markup Language," filed Jun. 25, 2007.
`Copending U.S. Appl. No. 11/819,126 entitled "Reusable Data
`Markup Language," filed Jun. 25, 2007.
`Information on Exchange Rates of Africa, Asia, and Australasia, web
`site: <http://eh.net/hmit/exchangerates/infoafr.htm>, pp. 1-3, 2002
`by EH.NET, downloaded Oct. 19, 2006.
`Bruce Halberg, "Special Edition, Using Microsoft.RTM. Excel 97,
`Bestseller Edition," Que.RTM. Corporation (1997).
`Bederson, et al., "Pad++: A Zooming Graphical Interface for Explor
`ing Alternate Interface Physics", UIST 94, Nov. 2-4, 1994, 10 pages.
`Davis, "The Information System Consultant's Handbook: Systems
`Analysis and Design", Chapter 51, copyright 1999 by CRC Press
`LLC, 12 pages.
`"ProQuest Information and Learning---0789717298-Special Edi
`tion Using Microsoft.RTM. Excel 2000." Jan. 23, 2008 http://
`proquest.safaribooksonline.corn/0789717298, 3 pages.
`Copending U.S. Appl. No. 09/573,780 entitled "Reusable Macro
`Markup Language", filed May 18, 2000.
`Copending U.S. Appl. No. 11/819,126 entitled "Tree View for Reus
`able Date Markup Language", filed Jun. 25, 2007.
`Rienstra, Jon, "Using Excel.RTM.in Chemistry" Oct. 1995, http://
`ww w.asa3.org/chemistry/computers_in_chemistry/excel_tips.
`html.
`Microsoft Press Computer Dictionary, Third Edition, (C) 1997
`Microsoft Press, p. 511.
`St. Laurent, Simon, "Why XML?" (C) 1998 http://ww w.simonstl.
`corn/articles/whyxml.htm.
`Gilster, Paul, "Finding It on the Internet: The Internet Navigator's
`
`Guide to Search Tools & Techniques," 2.sup.nd edition (1996), 379
`
`pages.
`Halberg, Bruce, et al., "Special Edition, Using Microsoft.RTM.
`Excel 97, Bestseller Edition," Que.RTM. Corporation (1997).
`Harold, Elliotte Rusty, "XML.TM. Bible," IDG Books Worldwide,
`Inc., An International Data Group Company (1999).
`
`Megginson, David, "Structuring XML Documents," Prentice Hall
`PTR, Upper Saddle River, NJ (1998).
`Glister, Paul, Finding It on the Internet: The Internet Navigator's
`
`Guide to Search Tools & Techniques, 2.sup.nd edition (1996), 379
`
`pages.
`U.S. Appl. No. 60/135,525, filed May 21, 1999.
`U.S. Appl. No. 60/183, 152, filed Feb. 17, 2000.
`Notice of Allowance from U.S. Appl. No. 09/573,780, dated Oct. 29,
`2009.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Apr.
`1, 2009.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Sep.
`25, 2008.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Feb. 7,
`2008.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Aug.
`17, 2007.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Mar. 2,
`2007.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated Sep.
`21, 2006.
`Final Office Action from U.S. Appl. No. 09/573,780, dated Jun. 13,
`2006.
`"It's back! WordPerfect restores SGML", available at http://www.
`xml .corn/pub/ a/SeyboldReport/ip020 507 .html.
`Bruggemann-Klein, Anne, "Compiler-Construction Tools and Tech
`niques for SGML parsers: Difficulties and Solutions", Universitat
`Freiburg ( 1994).
`Cowlishaw, M.F. "LEXX-A programmable structured editor", IBM
`J. Res. Develop. vol. 31, No. 1, Jan. 1987.
`Warmer and Van Egmond, "The implementation of the Amsterdam
`SGML Parser," Electronic Publishing, vol. 2(2), 65-90, Dec. 1989.
`Goldfarb, Charles, "The Roots of SGML-A Personal Recollection"
`(1996).
`ISO/IEC JTC l/SC 34 Document Description and Processing Lan
`guages ( 1998).
`ISO/IEC JTC l/SC 18 WG8 Nl 920rev Information processing
`Hypermedia/Time-based Structuring Language (HyTime )-2nd edi
`tion (1991).
`"SGML: Grammar Productions", email from Bob Agnew (1995),
`available
`at
`http://xml.coverpages.org/sgmlprodAgnew.html,
`retrieved Nov. 4, 2015.
`W3 Org "4 Conformance: requirements and recommendations''.
`Wohler_ Wayne "SGML Declarations''.
`"Finding Tools and Services to Make XBRL Work" available at
`http:/ /what -when-how.corn/xbrl/finding-too ls-and-services-to
`make-xbrl-work/.
`
`Kipelainen, Pekka "SGML & XML Content Models" (1998)-ab
`
`stract.
`Megginson, David "The SGML FAQ" (1998).
`"Open eBook Publication Structure 1.0" Draft Version 014, Jul. 29,
`1999.
`
`* cited by examiner
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 7 of 120
`
`U.S. Patent
`
`Feb. 23, 2016
`
`Sheet 1of40
`
`US 9,268,748 B2
`
`t:: <ti .!: ()
`
`Q) Q) .!: (/) "'O <ll � a. Cl)
`
`t:: 0 a. Q) a:
`
`c 0
`� -c Q) E ::J (.) 0 0
`
`<ti -E <ll -E t:: ......
`>-_
`c (/)
`0 .2 a. Q)
`x := w-
`
`...... Q) ....J :s: � .5!! o> II $
`<ti 0
`
`-.::t" 0 T"""
`
`0 0 T"""
`
`co 0 T"""
`
`ca a>
`ca -- c
`� E ::::? ::J 0 CJ a: 8
`C\J 0 T"""
`
`...... •
`CJ -LL
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 8 of 120
`
`201
`
`Main Memory
`204
`
`203
`
`Web Server
`
`Display
`210
`
`Input
`212
`
`RDSL Style Sheet
`
`RDML Document Server
`RDML Document Editor
`RDSL Style Sheet Editor
`
`106
`RDML Document Formatter 216
`218
`220
`222
`RDMLJXML Search Engine 224
`RDML Plug-In Applications 225
`108
`
`Views
`
`206 226
`230
`
`CPU 202
`
`200�
`
`FIG. 2
`
`Disk Array
`
`Database
`Server
`
`Database
`Storage
`
`238
`
`� 00
`•
`� � � �
`= �
`
`N
`
`N
`
`""f'j ('D ?'
`(.H �
`0 .... O'I
`1J1 =
`('D ('D ..... N
`
`0
`.....
`.i;...
`0
`
`d rJl \C
`'N 0--, 00
`� � 00
`= N
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 9 of 120
`
`U.S. Patent
`
`Feb. 23, 2016
`
`Sheet 3 of 40
`
`US 9,268,748 B2
`
`--------------------
`Main
`components
`
`222
`
`220
`
`102
`
`RDML
`Document
`Editor
`
`RDSL Style
`Sheet Editor
`
`106
`
`RDML
`Document
`
`RDSL Style
`Sheet
`
`216
`
`RDML
`Document
`Formatter
`
`218
`
`RDML
`Document
`Server
`
`104
`
`100
`
`RMML Macro �-�-.i RDML Data
`Viewer
`Document
`
`226
`
`RDML
`Image
`Database
`
`228
`
`RMML Macro
`Software
`Development
`Kit
`
`224
`
`225
`
`RDML/XML
`Search
`Engine
`
`Various RDML
`Plug-In
`Applications
`
`FIG. 3
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 10 of 120
`
`Fl
`
`�
`
`I� RDML Data Formatter
`I
`
`File
`
`View
`Open File
`
`Select an Alt/Element:
`
`0 LI Title
`O LI Category
`O Y Axis Title
`O Level
`@Format
`0 Relation to Parent
`0 LI Footnotes
`O LI Description
`0 Precision
`0 Unit
`0 Magnitude
`O Modifier
`O Measure
`O Scale
`
`Tools
`
`.... -
`
`-
`-
`...
`
`'
`
`I
`
`40
`
`Help
`
`Fill All Defaults
`
`Select an Option:
`
`II
`I #,##0;(#,##0)
`
`[#,##0;(#,##0)]
`[0.0]
`[;(0.00)]
`[0.0]
`[%,(0.00%)]
`[0.0]
`[%,(0%)]
`
`I
`
`I
`
`I
`I I
`I
`
`406
`
`I Middle Status
`
`II
`
`Fill Column Defaults
`
`Mark up the Table:
`Ii ID
`2.0
`4.0
`6.0
`8.0
`10.0
`12.0
`14.0
`16.0
`18.0
`20.0
`22.0
`24.0
`26.0
`28.0
`30.0
`32.0
`34.0
`36.0
`38.0
`40.0
`42.0
`
`Ii title
`Environmental Protection Ag ...
`Pollution control and abate ...
`Discretionary
`Nongrant
`Science and technology
`Pollution control and abate ...
`Grant
`Office of the Inspector Gener ...
`Nongrant
`Payment to the hazardous s ...
`Revolving fund for certificatio ...
`Mandatory
`Hazardous substance supe ...
`Nongrant
`Leaking underground stora ...
`Oil spill response
`Inspector General (trust fun ...
`Licensing fees for pesticide ...
`Discretionary
`Recoveries, Hazardous sub ...
`
`Miscellaneous contributed f ...
`
`Copy Down
`
`D�OO
`I
`y axis title '-J'
`
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`$ in Thousands
`
`II
`
`format
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`#,##0; (#,##0)
`
`I
`
`I
`
`I ...___ 216
`
`•
`e
`•
`00
`� � � �
`a
`
`08
`
`N
`
`N
`
`""f'j ('D O"
`(.H �
`0 .... O'I
`1J1 =
`('D ('D ..... .i;...
`
`0
`.....
`.i;...
`0
`
`d rJl \C
`'N 0--, 00
`� � 00
`= N
`
`Format Template for how this
`line items numbers will appear
`in treeview, reports,
`spreadsheets. Also y-axis
`label formatting. Required
`
`v
`Databases l LineltemSet Lineltems
`
`Left Status
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 11 of 120
`
`'� RDML Data Formatter
`View
`File
`Open File
`
`I
`
`Documentation URL:
`LI Data URL:
`
`Documentation Table:
`
`Tools
`
`Help
`
`II
`
`Fill All Defaults
`
`II
`
`Fill Column Defaults
`
`II
`
`Copy Down
`
`\jdbc:odbc:JFormat1
`
`\idbc:odbc:JFormat1
`
`I rdmidoc_header
`I
`
`I Click to Uedate I
`
`D�OO
`I
`i--s- 06
`
`�r-. 5 �� 8
`
`10
`
`....
`
`=
`"'
`
`I
`
`"'
`
`216
`
`� 00
`•
`� � � �
`= �
`
`N
`
`""f'j � N
`(.H �
`0 .... O'I
`1J1 =
`('D a
`0 ..... .i;...
`
`Ul
`
`0
`
`d rJl. \C
`'N 0--, 00
`� � 00
`= N
`
`RDML Documents to work on ...
`doc title
`Sallie Mae - Income Statement
`Dept. of Energy
`Peak Mortgage Company
`
`Des Moines Water & Sewer
`
`University Business Office - Cash Flow
`Sallie Mae - Asset Management Stratification
`Dept. of Commerce
`Executive Office of the President
`General Services Administration
`Dept. of Housing and Urban Development
`Judicial Branch
`Dept. of Labor
`National Aeronautic and Space Administrati ...
`Governmental Receipts
`Social Security Administration
`Dept. of Energy
`n�:mt nf VPtPr�n·� Artmini�tr�tinn
`1 Databases l LineltemSet l Lineltems
`5 Left Status
`
`'-
`
`I
`
`status
`
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`Done
`nnnP
`
`I Middle Status
`
`RDMLDoc ID
`
`rdml_sima_is1
`rdml_omb_energy_ 1
`rdml_mt_1
`
`rdml_desmoines_ 1
`
`rdml_sima_bursar1
`rdml_sima_asset1
`rdml_omb_commerce_ 1
`rdml_omb_eop_ 1
`
`rdml omb__gsa_ 1
`rdml_ombjudicial_ 1
`rdml_omb_nasa_ 1
`rrlml nmh "� 1
`I
`
`rdml_omb_hud_ 1
`
`rdml_omb_labor_ 1
`
`rdml_omb_receipts_ 1
`rdml_omb_ssa_ 1
`rdml omb_transportation 1
`
`I
`
`FIG
`
`50
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 12 of 120
`
`U.S. Patent
`
`Feb. 23, 2016
`
`Sheet 6 of 40
`
`US 9,268,748 B2
`
`START
`
`User submits data request
`to web server and RDML
`data server via the viewer
`
`602
`
`RDML server queries the
`databases
`
`604
`
`The databases return the
`results to the server
`
`606
`
`The server creates an
`RDML document
`
`608
`
`The server returns the
`RDML document to the web
`server and on to the viewer
`
`61 o
`
`END
`
`FIG. 6
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 13 of 120
`
`FIG. 7A
`
`702
`
`715
`
`Chart Data
`
`Chart Manager
`
`756
`
`754
`
`Reader
`
`RDML
`XPointer
`Reader
`
`Custom Math
`Processor 1------�
`
`Tree View
`Manager
`
`718
`
`712
`
`Primary Data
`Store (DOM
`objects)
`
`Spreadsheet
`Manager
`
`Footnote Manager
`
`Macro Interface
`
`758
`
`104
`
`104
`
`716
`
`720
`
`724
`
`728
`
`732
`
`Macro Panel
`
`� 00
`•
`� � �
`� = �
`
`N
`
`N
`
`""f'j ('D ?'
`(.H �
`0 .... O'I
`1J1 =
`('D ('D .....
`0 ..... .i;...
`
`-....J
`
`0
`
`d rJl \C
`'N 0--, 00
`� � 00
`= N
`
`760
`
`Macro Manager
`
`734
`
`Macro Adapter
`
`106
`
`750
`
`752
`
`Style Manager
`
`Graphical User
`Interface
`
`HTML Browser
`
`736
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 14 of 120
`
`U.S. Patent
`
`Feb. 23, 2016
`
`Sheet 8 of 40
`
`US 9,268,748 B2
`
`Text
`Document
`
`Object I
`
`Process
`
`Output
`Application
`("View")
`
`Object
`Storage
`
`Graphical
`User
`Interface
`"GUI"
`
`Third-Party
`Software
`Component
`
`Input/
`Output
`Process
`
`L
`
`Program
`
`Flow +
`
`FIG. 78
`
`
`
`Case 1:19-cv-00859-RTH Document 1-12 Filed 06/11/19 Page 15 of 120
`
`U.S. Patent
`
`Feb. 23, 2016
`
`Sheet 9 of 40
`
`US 9,268,748 B2
`
`START
`
`Document reader finds
`and receives document
`
`XML parser parses
`text
`
`RDML processor
`processes the text into an object
`
`X-value transformer 810 type
`
`checks and manipulates x-values
`
`Primary data store 812 stores active
`
`objec