`Case 1:19—cv-00859—RTH Document 31-13 Filed 08/26/20 Page 1 of 71
`
`
`
`
`
`EXHIBIT M
`EXHIBIT M
`
`
`
`Case 1:19-cv-00859-RTH Document 31-13 Filed 08/26/20 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.
`
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`Case 1:19-cv-00859-RTH Document 31-13 Filed 08/26/20 Page 7 of 71
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`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 La