`Case 1:19-cv-00859—RTH Document 1-14 Filed 06/11/19 Page 1 of 71
`
`
`
`
`
`EXHIBIT M
`EXHIBIT M
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 2 of 71
`I 1111111111111111 11111 1111111111 11111 11111 1111111111 111111111111111 IIII IIII
`
`US009600842B2
`
`c12) United States Patent
`Davis et al.
`
`(IO) Patent No.:
`(45) Date of Patent:
`
`US 9,600,842 B2
`*Mar. 21, 2017
`
`(54) RDX ENHANCEMENT OF SYSTEM AND
`METHOD FOR IMPLEMENTING REUSABLE
`DATA MARKUP LANGUAGE (RDL)
`
`(75)
`
`Inventors: Russell T. Davis, Bethesda, MD (US);
`Luther Pearson Hampton, III,
`Alexandria, VA (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 844 days.
`
`This patent is subject to a terminal dis
`claimer.
`
`(21) Appl. No.: 10/052,250
`
`(22) Filed:
`
`Jan. 23, 2002
`
`(65)
`
`Prior Publication Data
`
`US 2003/0041077 Al
`
`Feb. 27, 2003
`
`Related U.S. A pplication Data
`
`(60) Provisional application No. 60/263,518, filed on Jan.
`24, 2001.
`
`(51) Int. Cl.
`G06F 17100
`G06Q 40102
`
`(2006.01)
`(2012.01)
`(Continued)
`
`(52) U.S. Cl.
`CPC ........... G06Q 40102 (2013.01); G06F 3/0482
`(2013.01); G06F 3/04842 (2013.01);
`(Continued)
`( 58) Field of Classification Search
`CPC .. G06F 17/2247; G06F 17/272; G06F 17/218;
`G06F 17/30011; G06F 17/30014;
`(Continued)
`
`(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
`
`Harnscher et al., Extensible Business Reporting Language (XBRL)
`Specification, Jul. 31, 2000, XBRL Organization, pp. 1-27.*
`(Continued)
`
`Primary Examiner - Chau Nguyen
`
`(57)
`
`ABSTRACT
`
`Methods and systems in accordance with the present inven
`tion allow users to efficiently manipulate, analyze, and
`transmit
`eXtensible Business Reporting Language
`("XBRL") reports. They allow users to automatically build
`financial reports that are acceptable to governing agencies
`such as the IRS. In one embodiment, the reports are devel
`oped by a parser that transforms text documents into soft
`ware elements containing a format with a hierarchal rela
`tionship between the software elements, and an editor that
`develops reports by referencing the software elements trans
`formed from the text documents. Methods and systems in
`accordance with the present invention also enable reports to
`be automatically scheduled by gathering desired information
`from an accounting system, formatting the information into
`an XBRL document, and transmitting it to an end source.
`Furthermore, systems and methods in accordance with the
`present invention allow a user to translate an XBRL docu
`ment into RDL format and use the RDL system to manipu
`late and analyze it.
`
`90 Claims, 19 Drawing Sheets
`
`604
`
`606
`
`610
`
`
`
`US 9,600,842 B2
`Page 2
`
`2013.O1
`3. 3.
`(2006.01)
`(2013.01)
`(2006.01)
`(2006.01)
`(2006.01)
`
`(51) Int. Cl.
`G06F 3/0484
`G06F 7/30
`G06F 3/0482
`G06F 7/2
`G06F 7/22
`G06F 7/27
`(52) U.S. Cl.
`CPC ........ G06F 17/218 (2013.01); G06F 17/2247
`(2013.01); G06F 17/272 (2013.01); G06F
`17/30011 (2013.01); G06F 17/30014
`(2013.01); G06F 17/30882 (2013.01)
`(58) Field of Classification Search
`CPC ............. G06F 17/30882; G06F 3/0482; G06F
`3/04842; G06Q 40/02
`s
`USPC ... 715/501.1, 513,523, 526, 532, 908, 234,
`715/237,239
`See application file for complete search history.
`
`(56)
`
`References Cited
`U.S. PATENT DOCUMENTS
`5,276.776 A
`1/1994 Grady et al
`5,339,392 A
`81994 Risberget al.
`5,371,675 A 12/1994 Greif et al.
`5.423,032. A
`6, 1995 Byrd et all
`3.35. A
`66 Kilt
`I - I
`ah
`vu.
`f
`1
`3. A 1988 f
`- K-1
`f
`E. et al.
`SS A
`3. s ertal
`5.551381 A
`9, 1996 E. i
`558,685. A 12/1996 SE et al.
`al
`- wr.
`f
`5,581,686 A 1313; Koppolu et
`is: A 5E, St. st al.
`wk -
`f
`it al.
`5,701,400 A
`2. FE etal
`3.295: A
`(33. S. a.
`5.737,592 A
`4, 1998 Nguyen et al.
`4, 1998 Shirley et all
`5,737.739 A
`5,748.188 A
`5, 1998 R.
`a.
`575,4939 A
`5, 1998 E. al
`5,822,587. A
`10, 1998 McDonald et al.
`5.838,906 A 1 1/1998 Dovle et all
`5.838,965 A
`1/1998 R et al
`5,881,381. A
`3/1999 Yamashita et al.
`5,893,109 A
`4, 1999 DeRose et all
`5.894,311 A
`4, 1999 Jack
`w- I
`f
`aC "A
`36% A
`:32: R et al.
`5911145 A
`6/1999 Arora et al.
`5.913.214 A
`6, 1999 Madnicket all
`5.917485 A * 6/1999 Spellman et al. ... T15,500.1
`5.920,828 A
`7, 1999 Norris et all
`5.94s. 13 A
`9, 1999 N sal
`-
`I w
`f
`O R et A.
`34: A
`3.32. psy et al.
`- - -
`SA A 88 E. et al tal
`3. A
`6 NE."
`5,987.469 A 1 1/1999 Lewis et al.
`5.999,944. A
`12/1999 Lipkin
`- - -
`88: A 39.
`ls et al. tal
`6014.643 A
`s: Syma et al.
`6014,661 A
`1/2000 Ahlberg et all
`6,026,388 A
`2/2000 Liddy 5. al
`6,026397 A
`2/2000 Sheppard
`6,034,676 A
`3/2000 Egan et al.
`6,038,574 A
`3, 2000 Pitkow et al.
`6,052,710 A
`4/2000 Saliba et al.
`6,058,385 A
`5, 2000 Koza et al.
`6,065,012 A
`5, 2000 Balsara et al.
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 3 of 71
`
`5, 2000 Cornelia et al.
`6,065,026 A
`6/2000 Lucas et al.
`6,075,530 A
`7/2000 Hamann
`6,092,036 A
`8/2000 Simonyi
`6,097,888 A
`8, 2000 Hoskins et al.
`6,108,662 A
`8, 2000 Jois et al.
`6,112,242 A
`9, 2000 Meek et al.
`6,121,924 A
`9, 2000 Meltzer et al.
`6,125,391 A
`6,134,563 A * 10/2000 Clancey et al. .............. 715,503
`6,148,330 A 1 1/2000 Puri et al.
`6, 160,549 A * 12/2000 Touma et al. ................. 715,762
`1939 f
`13s. Pl et al
`1758,
`5.8
`WA et al.
`6,173,316 B1
`1/2001 De Boor et al.
`6,185,573 B1
`2/2001 Angelucci et al.
`6,185,816 B1
`2/2001 Freund et al.
`6, 192,362 B1
`2/2001 Schneck et al.
`6, 195,665 B1
`2/2001 Jarett
`6,195,676 B1
`2/2001 Spix et al.
`6,199,046 B1
`3/2001 Heinzle et al.
`6,199,080 B1
`3/2001 Nielsen
`6,206,388 B1
`3/2001 Oluboter
`6.212,494 B1
`4/2001 Boguraev
`6,223,189 B1
`4/2001 Steffens et al.
`6,226,675 B1
`5/2001 Meltzer et al.
`6.240.407 B1
`5/2001 Chang et al.
`6,243,698 B1
`6/2001 Powers et al.
`3, B 938 ERA
`4 - W
`6,266,670 B1,
`7/2001 LaMarca et al.
`6.269,380 B1,
`7/2001 Terry et al.
`6,276,991 B1
`8/2001 Kobayashi et al.
`6,278,991 B1* 8/2001 Ebert ................................ 707/3
`6,295,530 B1
`9/2001 Ritchie et al.
`6,308,179 B1
`10/2001 Petersen et al.
`6,314,424 B1
`1 1/2001 Kaczmarski et al.
`6,314,562 B1
`11/2001 Biggerstaff
`6,317,750 B1
`1 1/2001 Tortolani et al.
`6,317,783 B1
`1 1/2001 Freishtat et al.
`6,339,767 B1
`1/2002 Rivette et al.
`6,344,851 B1
`2/2002 Roberts et al.
`6,345,284 B1
`2/2002 Dinkelacker
`6,345,292 B1
`2/2002 Daugherty et al.
`$39. R 339: Sk tal
`ajork et al.
`- - -
`6,356,920 B1
`3/2002 Vandersluis
`6.356,961 B1
`3/2002 Oprescu-Surcobe
`6,366,915 B1
`4/2002 Rubert et al.
`6,370,537 B1
`4/2002 Gilbert et al.
`6,370,549 B1* 4/2002 Saxton .......................... 707,205
`32.59; R 23: SE" 1
`-
`yers et al.
`6,408.430 B2
`6/2002 Gunter et al.
`6,418.433 B1
`7/2002 Chakrabarti et al.
`6.421,656 B1
`7/2002 Cheng et al.
`6.421,822 B1
`7/2002 Pavela
`6.424,980 B1,
`7/2002 Iizuka et al.
`6,434,541 B1
`8/2002 Tawel et al.
`6,446,048 B1
`9/2002 Wells et al.
`6,460,059 B1
`10/2002 Wisniewski
`6,470,349 B1
`10/2002 Heninger et al.
`6,484,149 B1
`1 1/2002 Jammes et al.
`6,493,717 B1
`12/2002 Junkin
`6,502,101 B1 12/2002 Verprauskus et al.
`838. E. '58 Ea
`- W -
`and et al.
`6,507,856 B1
`1/2003 Chen et al.
`6,513,043 B1
`1/2003 Chan et al.
`6,519,617 B1 * 2/2003 Wanderski et al. ........... 715,235
`6,529,217 B1
`3/2003 Maguire, III et al.
`6,535,896 B2
`3/2003 Britton et al.
`6,542,912 B2
`4/2003 Meltzer et al.
`6,581,068 B1* 6/2003 Bensoussan et al. ...... TO7 104.1
`6,591.272 B1
`7, 2003 Williams
`6,594,653 B2
`7/2003 Colby et al.
`6,598.219 B1* 7/2003 Lau ........................... G06F 8.24
`717/108
`
`
`
`6,615.258 B1
`
`9/2003 Barry et al.
`
`
`
`US 9,600,842 B2
`Page 3
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`9/2003 Beauchamp et al.
`6,621.505 B1
`9/2003 Lippert et al.
`6,626,957 B1
`9/2003 Colby et al.
`6,629,094 B1
`9/2003 Ross, Jr. et al.
`6,629,135 B1
`10/2003 Perkowski
`6,631,357 B1
`10/2003 Devine et al.
`6,631.402 B1
`10/2003 Burkett et al.
`6,635,089 B1
`10/2003 Coffen et al.
`6,640,234 B1
`6,643,633 B2 11/2003 Chau et al.
`6,667,747 B1
`12/2003 Spellman et al.
`6,714,201 B1
`3/2004 Grinstein et al.
`6,717.593 B1 * 4/2004 Jennings ................... G06F 8/38
`6.718,516 B1
`4/2004 Claussen et al
`71.5/2O1
`6,721736 B1* 4/2004 Kruget al. 707/5
`6,745,384 B1
`6/2004 Biggerstaff
`6,772,139 B1
`8/2004 Smith, III
`6,789,252 B1
`9, 2004 Burke et al.
`6,862,710 B1
`3/2005 Marchisio
`6,876,930 B2
`4/2005 Murray et al.
`6,886,005 B2
`4/2005 Davis
`6,910,017 B1
`6/2005 Woo et al.
`6,912,293 B1
`6, 2005 Korobkin
`6,920,608 B1* 7/2005 Davis .................. GO6F 17,2247
`715,209
`
`1/2006 Raman et al.
`6,993,527 B1
`3, 2006 Alfke et al.
`7,020,862 B1
`7,020,882 B1* 3/2006 Lewallen ...................... 717/106
`7,152,116 B1 12/2006 Austin et al.
`7,181,438 B1
`2/2007 Szabo
`7,249,328 B1
`7, 2007 Davis
`7.340,534 B2
`3/2008 Cameron et al.
`7401,076 B2
`7/2008 Davis
`7,421,648 B1
`9, 2008 Davis
`7,512,875 B2
`3/2009 Davis
`7,565,397 B2
`7/2009 Hodjat et al.
`7,650,355 B1
`1/2010 Davis
`7,660,874 B1
`2/2010 Meltzer et al.
`7,801,896 B2
`9, 2010 Szabo
`8,006, 177 B1
`8, 2011 Meltzer et al.
`8, 185,615 B1
`5, 2012 McDysan et al.
`I. R
`29: S. et al.
`8370,362 B2
`2, 2013 S.
`8,375,116 B2
`2/2013 Meltzer et al.
`8.489,982 B2
`7, 2013 Davis
`8,959,196 B2
`2/2015 Meltzer et al.
`2001/00 13030 A1
`8/2001 Colby et al.
`2001 OO18687 A1
`8/2001 Gonzalez et al.
`2001 OO18694 A1
`8/2001 Iwamoto et al.
`2001/0020237 A1
`9, 2001 Yarnall et al.
`2001.0049687 A1 12, 2001 Russell
`2002/0007383 A1
`1/2002 Yoden et al. ................. 7O7/536
`2002fOO23141 A1
`2/2002 Yen et al.
`2002.00355O1 A1
`3, 2002 Handel et al.
`2002/0052954 A1* 5/2002 Polizzi et al. ................ 709,225
`2002fOO62451 A1
`5, 2002 Scheidt et al.
`20O2/OO73115 A1
`6, 2002 Davis
`2002/009 1696 A1
`7/2002 Craft et all
`2002fO165872 A1 11, 2002 Meltzer et al.
`2002/0168664 A1 11/2002 Murray et al.
`2002fO198985 A1 12/2002 Fraenkel et al.
`2003/004 1077 A1
`2/2003 Davis et al.
`2003/0078683 A1
`4/2003 Hartman et al.
`39Si. A. 28 R et al
`eninger et al.
`2003.0167213 A1
`9/2003 Jammes et al.
`2003/0217047 A1 11, 2003 Marchisio
`2005.0005266 A1
`1/2005 Datig
`2005/0086126 A1
`4/2005 Patterson
`2005, OO86216 A1
`4/2005 Davis
`2005/O182709 A1
`8, 2005 Belcsak et al.
`2005/O187954 A1
`8, 2005 Raman et al.
`2005, 0198042 A1
`9, 2005 Davis
`2006, O168335 A1
`7/2006 Hodjat et al.
`
`T/2007 Szabo
`2007/O156677 A1
`9/2007 Datig
`2007/0219933 A1
`1/2008 Davis
`2008, 002834.0 A1
`2008/0282139 A1 11/2008 Davis
`2009 0083613 Al
`3, 2009 Davis
`2009,0083619 A1
`3, 2009 Davis
`2009.0089657 A1
`4/2009 Davis
`2010, 0004874 A1
`1/2010 Rzhetsky et al.
`2010, 0100814 A1
`4/2010 Meltzer et al.
`2010/0299239 A1 1 1/2010 May
`2010/0332414 A1 12/2010 Mead et al.
`2010/0332583 A1 12/2010 Szabo
`2013, O159845 A1
`6, 2013 Meltzer et al.
`
`OTHER PUBLICATIONS
`Berkeley et al., The Road to Better Business Information Making a
`Case for XBRL. Winter 2000, Microsoft, pp. 1-13.*
`Hoffman et al., XBRL Taxonomy Financial Reporting for Commer
`cial and Industrial Companies, US GAAP, Jul. 31, 2000, pp. 1-12.*
`XBRL for Financial Statements Questions and Answers—Apr. 26,
`2000, pp. 6.*
`: it
`&&.
`Wayne E. Harding and Stanley Zarowin, “Finally, Business Talks
`the Same Language'. Aug. 2000, pp. 5.
`Fox et al., “The Review of Business Information Systems, vol. 6,
`No. 3: An Analysis of Student XBRL Project Teams: Value-Adding
`Educational Experiences Using Emerging Technology. Dec. 31.
`1 *
`2000, pp. 15-20.
`Hoffman et al., “XBRL Taxonomy—Financial Reporting for Com
`ial and Industrial
`Ju1
`C
`and Industrial Companies, US GAAP, Jul. 31, 2000,
`Copyright (C)2000 xbrl.org, pp. 1-12.*
`Online Ohio CPA Newsletter, A Monthly Electronic Publication of
`the Ohio Society of Certified Public Accountants; Aug. 2000, vol.
`1, No. 14.
`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).
`XBRL Home Page online), extensible Business Reporting Lan
`guage, retrieved on Aug. 13, 2002). Retrieved from the Internet
`<URL: http://www.xbrl.org>,
`Tools online, extensible Business Reporting Language, retrieved
`on Aug. 13, 2002). Retrieved from the Internet <URL: http://www.
`xbrl.org Tools.htm>.
`XBRL Technical Specification online), extensible Business Report
`ing Language, retrieved on Aug. 13, 2002. Retrieved from the
`Internet <URL: http://www.xbrl.org/TR/2001/default.htm>.
`Bruce Halberg, “Special Edition. Using Microsoft(R) Excel 97.
`Bestseller Edition.” Que(R) Corporation (1997).
`& 8
`TMI
`11 ?
`Elliotte Rusty Harold, XMLTM Bible.' IDGA Books Worldwide,
`Inc.. An International Data Group Company, pp. 1-974 (1999).
`David Megginson, “Structuring XML Documents.” Prentice Hall
`PTR, Upper Saddle River, NJ, pp. 1-410 (1998).
`Copending U.S. Appl. No. 09/573,780 entitled “Reusable Macro
`Markup Language,' filed May 18, 2000.
`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.
`Order of Magnitude (online Wikipedia article), http://en.wikipedia.
`org/wiki/Orders of magnitude>, 2006 Wikimedia Foundation,
`Inc. pp. 1-4, downloaded Oct. 19, 2006.
`Gilster, Paul, Finding it on the Internet. The Internet Navigator's
`Guide to Search Tools & Techniques, 2" edition (1996) (3 pages).
`& &
`------ ?
`Jon Rienstra, “Using Excel(R) in Chemistry.” http://www.asa3.org/
`chemistry/computers in chemistry/excel tips.html (1995) (4
`pages).
`Bederson, of al., “Pad++: A Zooming Graphical Interface for
`Exploring Alternate Interface Physics”. UIST 94, Nov. 2-4, 1994, 10
`pageS.
`Davis, “The Information System Consultant's Handbook: Systems
`Analysis and Design”. Chapter 51, RC Press LLC, 1999, 12 pages.
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 4 of 71
`
`
`
`US 9,600,842 B2
`Page 4
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`“ProQuest Information and Learning—07897 17298—Special Edi
`tion
`Using Microsoft(R)
`Excel
`2000,”
`http://proguest.
`safaribooksonline.com/07897 17298, Jan. 23, 2008, 3 pages.
`Fulton, “Ten Minute Guide to Excel 97.” Dec. 12, 1996, http://
`techbus.safaribooksonline.com/print?xmlid=0-7897-1020
`X%2Fch 17levil sec1, 2 pages.
`Office Action from copending U.S. Appl. No. 12/222,751, mailed on
`Jul. 11, 2013 65 pages.
`Notice of Allowance in U.S. Appl. No. 14,724,794 dated Dec. 21.
`2015.
`Notice of Allowance in U.S. Appl. No. 14/724.801 dated Nov. 9.
`2015.
`Notice of Allowance in U.S. Appl. No. 14,724,792 dated Oct. 16,
`2015.
`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. 1 1/819,125, dated Aug. 2,
`2011.
`Final Office Action from U.S. Appl. No. 1 1/819,125, 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.
`Examiner's 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.com/print?xmlid=0-7897-1020
`X%2Fch 171ev 1 Sec1>.
`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.
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 5 of 71
`
`Arnold, K. et al., “The Java Programming Language, Second
`Edition.” 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.
`Non-Final Office Action from U.S. Appl. No. 09/573,780, dated
`Dec. 28, 2005.
`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, dated
`Aug. 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. 11/119.963, dated Dec.
`15, 2008.
`Non-Final Office Action from U.S. Appl. No. 11/119.963, dated Jun.
`27, 2008.
`Final Office Action from U.S. Appl. No. 11/119,963, dated Feb. 5,
`2008.
`Non-Final Office Action from U.S. Appl. No. 11/119.963, dated
`May 29, 2007.
`Notice of Allowance from U.S. Appl. No. 09/573,419, dated Mar.
`26, 2007.
`
`
`
`US 9,600,842 B2
`Page 5
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`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.
`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. 1 1/819,126, dated Nov. 17.
`2010.
`Non-Final Office Action from U.S. Appl. No. 1 1/819, 126, dated Jun.
`9, 2010.
`Final Office Action from U.S. Appl. No. 11/819,125, dated Oct. 22.
`2014.
`Bruce Hallberg et al., “Special Edition. Using Microsoft. RTM.
`Excell 97, Bestseller Edition,” Que.RTM. Corporation (1997).
`Elliotte Rusty Harold, “XML.T.M. 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
`Reusable 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.htm> (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://www.xbrl.org> (3 pages).
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 6 of 71
`
`XBRL Technical Specification online), extensible Business Report
`ing Language, retrieved on Aug. 13, 2002. Retrieved from the
`Internet <URL: http://www.xbrl.org/TR/2001/default.htm> (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).
`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://www.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 Con
`ference on Computer Documentation, Sep. 1998, pp. 127-136.
`Copending U.S. Appl. No. 11/819,125 entitled "Tree View for
`Reusable 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
`Exploring 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—07897 17298—Special Edi
`tion Using Microsoft RTM. Excel 2000.” Jan. 23, 2008 http://
`proguest. Safaribooksonline.com/07897 17298, 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
`Reusable Date Markup Language', filed Jun. 25, 2007.
`Rienstra, Jon. “Using Excel.RTM. in Chemistry” Oct. 1995, http://
`www.asai.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://www.simonstl.
`com/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. cited by other.
`Halberg, Bruce, et al., “Special Edition. Using Microsoft. RTM.
`Excel 97, Bestseller Edition,” Que.RTM. Corporation (1997).
`Harold, Elliotte Rusty, “XML.T.M. 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.
`
`
`
`US 9,600,842 B2
`Page 6
`
`(56)
`
`References Cited
`
`OTHER PUBLICATIONS
`
`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.
`
`* cited by examiner
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 7 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 1 of 19
`
`US 9,600,842 B2
`
`| eIn6]-.
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 8 of 71
`
`00||
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 2 of 19
`
`
`
`
`
`
`
`
`
`
`
`
`
`pLIE QUOJ —
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 9 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 3 of 19
`
`US 9,600,842 B2
`
`909
`
`
`
`eseqeqeC]
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 10 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 4 of 19
`
`US 9,600,842 B2
`
`#7 eun61–
`
`
`
`
`
`
`
`
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 11 of 71
`
`8:3
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 5 of 19
`
`US 9,600,842 B2
`
`
`
`a gas
`
`: is ;
`is
`
`g
`
`R
`.
`
`&
`
`- w
`
`g
`&
`f
`
`o i --
`
`M ti-r
`
`x
`
`!----i-
`
`t re t
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 12 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017.
`
`Sheet 6 of 19
`
`US 9,600,842 B2
`
`
`
`604
`
`606
`
`
`
`608
`
`Load
`Taxonomy
`From File
`
`Start Parser
`
`Retrieve
`Current XBRL
`Tag
`
`
`
`Store Data in
`NDOM
`
`
`
`614
`
`610
`
`Schema Tag?
`
`616
`
`No
`
`Element
`Tag?
`
`
`
`
`
`
`
`Process
`Schema Data
`
`Process
`Element Data
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 13 of 71
`
`
`
`
`
`
`
`Annotation
`Tag?
`
`
`
`Process
`Annotation Data
`
`
`
`Figure 6A
`
`
`
`U.S. Patent
`
`Mar. 21, 2017.
`
`Sheet 7 of 19
`
`US 9,600,842 B2
`
`'.
`
`624
`
`Documentation
`Tag?
`
`Doloration
`Data
`
`Process App
`Info Data
`
`Yes
`
`
`
`Process Rollup
`Data
`
`YeS
`
`Process Label
`Data
`
`
`
`
`
`
`
`
`
`
`
`No
`
`No
`
`NO
`
`Reference
`Tag?
`
`PrOCess
`Reference Data
`
`628
`
`632
`
`636
`
`640
`
`
`
`
`
`644
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 14 of 71
`
`
`
`Stop Parser
`
`646
`
`
`
`
`
`Close
`Taxonomy
`File
`
`600
`
`Figure 6B
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 15 of 71
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 15 of 71
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 8 of 19
`
`US 9,600,842 B2
`
`
`
`
`
`
`
`1‘
`
`12322131
`
`
`
`
`
`
`
`
`
`
`Figure7
`
`
`
`i1)is(scan
`
`x
`
`
`
`2
`
`‘61%
`f3:
`
`«
`
`flayed
`
`
`
`
`€32~Idwmnmlvrawm
`{2?fl«1222211212!
`{121*Imelasafm:3}:fl2022
`
`
`
`
`U.S. Patent
`
`US 9,600,842 B2
`
`
`
`9 ?un61–
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 16 of 71
`
`Z08
`
`
`
`U.S. Patent
`
`US 9,600,842 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 17 of 71
`
`6 ?un61–
`
`
`
`U.S. Patent
`
`Mar. 21, 2017.
`
`Sheet 11 of 19
`
`US 9,600,842 B2
`
`
`
`:
`
`:
`
`:::::::::
`::::::::
`
`S
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 18 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017.
`
`Sheet 12 of 19
`
`US 9,600,842 B2
`
`
`
`xxxx xxxx:::::::::
`
`i.8
`
`
`
`::::::::
`
`a.
`
`W
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 19 of 71
`
`
`
`XX
`
`:
`
`s &
`
`
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 13 Of 19
`
`US 9,600,842 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 20 of 71
`
`; :::::::::::::::::::
`3.33333333
`
`| || eun61–
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 14 of 19
`
`US 9,600,842 B2
`
`eseqeqeq
`
`e6exped
`
`fiu?unooov
`euerwujos
`
`z? ?un61-I
`
`
`
`
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 21 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 15 of 19
`
`US 9,600,842 B2
`
`
`
`is
`: 3. : 28-
`... : s:
`3.
`
`s:
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 22 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 16 of 19
`
`US 9,600,842 B2
`
`2.8
`:
`
`
`
`... - 3 3 3: *
`
`
`
`
`
`
`
`
`
`
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 23 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 17 of 19
`
`US 9,600,842 B2
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 24 of 71
`
`
`
`U.S. Patent
`
`Mar. 21, 2017
`
`Sheet 18 of 19
`
`US 9,600,842 B2
`
`:
`
`&
`
`a sis'
`s: sai, a
`2.
`sia,
`** agaga.
`...
`: x s : 88
`
`
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 25 of 71
`
`33
`x w &
`
`w:
`
`is a spoks
`is site,
`.
`. .
`. :::::::::::.
`.
`sagaai,
`3.
`
`:
`
`-8 : -3-
`
`::
`
`s
`
`3.
`
`s s
`
`
`
`6026mg99aS
`
`2B1274
`
`,mm,t2:9;
`
`
`
`
`52559U95:2:8Bm390$EachEmEQabowomn.n05288mg
`mEELBmUm99m$532:anB8:328mnme9:w_@2256<FM@8:@
`
`
`S”U
`
`ea
`
`
`
`mtmmwot1tNo:
`mP39.0mm—u_n_m_ElewEl
`
`Case 1:19-cv-00859-RTH Document 1-14 Filed 06/11/19 Page 26 of 71
`P
`
`M.n
`
`D0
`
`#8309.aAl%M._n_mfl«9356EXP5.092
`
`
`Hm,lea35mm.358.6
`wm8039a2002E0:mSw_#630
`
`wot858$9mm:51sq@megEfiucmmnmapE?
`
`
`
`
`
`US 9,600,842 B2
`
`1.
`RDX ENHANCEMENT OF SYSTEMAND
`METHOD FOR IMPLEMENTING REUSABLE
`DATA MARKUP LANGUAGE (RDL)
`
`RELATED APPLICATIONS
`
`This application claims priority to U.S. Provisional Patent
`Application Ser. No. 60/263,518, filed on Jan. 24, 2001,
`which is incorporated herein by reference.
`The following identified U.S. patent applications are also
`relied upon and are incorporated by reference in this appli
`cation.
`U.S. patent application Ser. No. 09/573,778 entitled
`“Reusable Data Markup Language, and filed on May 18,
`2000, now issued as U.S. Pat. No. 7,421,648.
`U.S. paten