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The XBRL week brings together European Regulatory and Supervisory entities, International Reporting Initiatives, Technical & Training Tracks, and Cross-sector seminars into one place at no-fee registration. The Academic Track is part of the XBRL week since 2016. The XBRL week in Frankfurt 2017 is kindly hosted by the European Central Bank.

The webpage academy2017.openfiling.info has been created with the Lemma “Data adoption: New opportunities in corporate reporting“ as a channel of information, in both a Call for Papers and also an open invitation to volunteer in the Programme Committee.

Monday 1st June 2015, 10:00. See more at XBRL week in Madrid

Bank of Spain, Alcalá 522, Madrid, Spain

Agenda for the Fifth General Assembly

The 5th General Assembly of the OpenFiling association is convened, according to the Articles 8 to 11 of the OpenFiling Bylaws, in the place and date abovementioned, with the following agenda:

  1. Report of the President
  2. Questions and Answers
  3. Approve the management performance of the Board
  4. Panel: Open Source initiatives for XBRL
  5. AOB

Art. 11. Bylaws:

a) Appointment of the Board and its officers, directors and representatives, as well as honorary members: The Board has no proposals to this 5th General Assembly.

b) Review and approve annual budgets and accounts: The OpenFiling association has no budget (neither income nor relevant expenses). The potential operational costs (webpage is covered by XBRL Spain) are well below the implicit cost of management of a budget for the Association.

Art 9. Bylaws – The Assembly is convened at first time (where quorum is required) in the same place and date, but 60 minutes before.

Monday 24th November 2014, 09:00. See more at XBRL week in Brussels

National Bank of Belgium, Rue Montagne aux Herbes Potagères 61, Brussels

Minutes of the Fourth General Assembly

Agenda for the 4rd General Assembly

The 4th General Assembly of the OpenFiling association is convened, according to the Articles 8 to 11 of the OpenFiling Bylaws, in the place and date abovementioned, with the following agenda:

1.   Report of the President
2.   Approve the management performance of the Board
3.   Renovation/Replacement of the Board after three years (Bylaws, art. 11, 12 & 13)
4.   Panel: Open Source initiatives for XBRL
5.   Questions and Answers

Art. 11. Bylaws:

a) Appointment of the Board and its officers, directors and representatives, as well as honorary members: It is proposed the renovation  of the Board (with limited changes) for other mandate of three years.  The slate proposed is:

  1. Ignacio Boixo: President. Spain, EuroFiling Co-coordinator, XBRL Spain
  2. Yoshiaki Wada: Vice-president. Japan, XII Board of Directors, XBRL Japan
  3. Ignacio Santos: Secretary. Spain, University Carlos III
  4. Herm Fischer: Member. USA, XBRL Standards Board, XBRL Formulae Chair
  5. Allyson Ugarte: Member. USA, XBRL taxonomies developer
  6. Javi Mora: Member. Colombia, XBRL expert.

b) Review and approve annual budgets and accounts: The OpenFiling association has no budget (neither income nor relevant expenses). The potential operational costs (webpage is covered by XBRL Spain) are well below the implicit cost of management of a budget for the Association.

Art 9. Bylaws – The Assembly is convened at first time (where quorum is required) in the same place and date, but 60 minutes before.

Tuesday 10th December 2013, 10:00. XBRL week in Luxembourg

Novotel Luxembourg Kirchberg. 6 r. du Fort Niedergruenewald, L-2226 Luxembourg

Minutes of the 3rd General Assembly

Agenda for the 3rd General Assembly

The 3rd General Assembly of the OpenFiling association was held, according to the Articles 8 to 11 of the OpenFiling Bylaws, in the place and date abovementioned, with the following agenda:

1.   Report of the President
2.   Approve the management performance of the Board
3.   Replacement of the Secretary
4.   Panel: Open Source initiatives for XBRL
5.   Questions and Answers

Other Article 11 points:

a) Appointment of the Board and its officers, directors and representatives, as well as honorary members: The Board proposed to this 3rd General Assembly to approve Ignacio Santos as Secretary, to facilitate the legal diligences in the place where Openfiling is registered.

b) Review and approve annual budgets and accounts: The OpenFiling association has no budget (neither income nor relevant expenses). The potential operational costs (webpage is covered by XBRL Spain) are well below the implicit cost of management of a budget for the Association.

Art 9. Bylaws – The Assembly is convened at first time (where quorum is required) in the same place and date, but 60 minutes before.

See the new versions of RECEX/REVEX, demo for didactic purposes in Visual Basic converting Excel flat tables in XBRL documents (useful for Data Entry) and, reversely, XBRL instance documents into Excel flat spreadsheets (easy to render Forms).

Examples are provided for the new FINREP/COREP of the European Banking Authority, as well as IFRS 2013

See the 2nd Openfiling General Assembly recorded as webinar at http://youtu.be/pNZ7r6WEYu8

Minutes of the 2nd General Assembly

Agenda of the 2nd General Assembly (see also below)

Alcala Street 522, Madrid, Spain. May 31st 2012, 17:00. XBRL week in Madrid

The 2nd General Assembly of the OpenFiling association is to be held, accoding the Articles 8 to 11 of the OpenFiling Bylaws, in the place and date abovementioned, with the following agenda:

  1. Report of the President
  2. Questions and Answers
  3. Approve the management performance of the Board
  4. Panel: Open Source initiatives for XBRL
  5. AOB

Other Article 11 points:
a) Appointment of the Board and its officers, directors and representatives, as well as honorary members: The Board has no proposals to this 2nd General Assembly.
b) Review and approve annual budgets and accounts: The OpenFiling association has no budget (neither income nor relevant expenses). The operational costs are below the threshold of management costs for a budget for the Association.

(Art 9. Bylaws – first time at same place and date, 60 minutes before)

Final submissions are in for the XBRL Challenge, our contest for developers to create open source analytical applications.  The contest application submission period closed on January 31 and we were pleased to get 90 initial applications and we now have 15 top submissions.  Go to http://xbrl.us/challenge to check out the applications and to vote for your favorite (we will post the winner of the “popularity” poll but the judging panel will determine the final Grand Prize winner).

Our expert panel of judges (from Safeguard Scientific, Viano Capital, Security First, WRDS and Google) are reviewing the submissions right now and the Grand Prize winner will be announced on February 29, 2012 at the XBRL and Financial Analysis Technology Conference, from 3 – 6:30pm, followed by a cocktail reception.  This is a free event to be held in NY and all members are welcome to attend. Register at http://xbrl.us/nyssatechconf

 

SEE THE WEBINAR RECORDED HERE. The First Ordinary General Assembly of  OpenFiling non-for-profit Association was held in the Bank of Italy, Rome, September 5, 2011 at 15:00 UTC. The following documents were approved:

  1. Ignacio Boixo: President. Spain, EuroFiling Co-coordinator, XBRL Spain
  2. Yoshiaki Wada: Vice-president. Japan, XII Board of Directors, XBRL Japan
  3. Igor Sakuma: Secretary. Peru, Head of IT, Banking/Insurance Supervision
  4. Colm O hAonghusa: Member (Alt. Secretary). Ireland, EuroFiling Secretary
  5. Herm Fischer: Member. USA, XBRL Standards Board, XBRL Formulae Chair
  6. Diane Mueller: Member. Canada, XBRL Best Practices Board
  7. Tushar Das. Member. India, XBRL filing project, Reserve Bank of India
  8. Allyson Ugarte: Member. USA, XBRL taxonomies developer
  9. Eduardo González: Member. Spain, IT entrepreneur

The speakers on the Assembly were Olivier Servais (Nominations Committee Chair), Yoshiaki Wada (Vice-President) and Ignacio Boixo (President).

After the Assembly, the following topics were presented:

  • Proof of concept tool converting flat files into XBRL instance documents, with FINREP examples in both Data Centric and Moderately Dimensional architectures.
  • Research in conversion from XBRL to RDBMS (Relational Databases)
  • User friendship and language translation in the open source validator and viewer Arelle tool.

 

Five awards of 1,000 Euros each and a public recognition of excellence were offered to the winners
The Awards Ceremony was held on September 9th 16:30 UTC in the Aula Magna of the University of Macerata (IT), in the Conference on Financial Reporting in the 21st Century: Standards, Technologies and Tools. The Awards Ceremony, broadcasted as webinar, includes the presentation (by Herm Fischer and Ignacio Boixo) of a generic proof of concept tool (soon here), converting a flat file into a XBRL instance document (according to the IT GAAP taxonomy), as well as its validation and visualization with the open source viewer Arelle.
Probably due to the summer period, the entries in the competition were not as expected, and the Awards remains reserved for a forthcoming edition.

XBRL Spain is looking for IT Architectural proposals suitable to be potentially developed as Open Source deliverables by way of Public Fundraising.
The goal is facilitate the capture, analysis, creation and viewing of XBRL reports, to be used by citizens, small investors, IT SMEs and academia, as well as a help for implementing XBRL within supply chains while reducing regulatory burden. This is an initiative to complement and collaborate with existing solutions in the areas in which the current offerings are limited or inexistent, especially on dimensional taxonomies.
The correct IT architecture is a critical success factor in any IT development. Therefore, XBRL Spain, via this Inaugural IT Architectural Competition, invited XBRL IT experts worldwide to propose IT architectures to be potentially used as basis for future developments. Contact point: info@openfiling.info

Call for proposals: Submissions by September 1st, 2011, 23:59 UTC, in the following five categories:

  1. IT architecture to develop an open source converter from legacy formats to XBRL reports. It must be customizable for each XBRL taxonomy.
  2. IT architecture to develop an open source downloader from XBRL instance documents into a relational database. It must be easily customizable for each XBRL taxonomy.
  3. IT architecture to develop a generic open source human-computer interface for viewing XBRL reports. Proposed interfaces: HTML and Spreadsheet.
  4. IT architecture for guidance to Supervisors and Reporting Entities on XBRL implementation for Primary Reporting.
  5. Free choice: Any other IT relevant topic related with the business case described in the role of XBRL solutions.

Adjudication Panel.

IT architects were warmly invited to join the adjudication panel, co-chaired by Prof. Dr. Enrique Bonsón, XBRL Spain Vice-President, IJDAR editor, and Herm Fischer, XBRL Standards Board, XBRL Formulae WG Chair, with the participation of Aditya Sharma, Director in Consulting Practice; Roland Hommes, XBRL Standards Board, XBRL Quality Review Team Chair and  Eduardo González, Open Source IT entrepreneur. As Secretary of the Panel is serving Ignacio Boixo, OpenFiling President.

The Office of the Revenue Commissioners, (Irish: Oifig na gCoimisinéirí Ioncaim) – now called simply Revenue – is the Irish Government tax & customs agency responsible for customs, excise, taxation and related matters within the Republic of Ireland.

An Request For Interest (RFI) for XBRL Software has been published on the Irish Government tenders website on the link:  http://www.etenders.gov.ie/search/show/search_view.aspx?ID=APR216435&catID=13

The following standard requirements for any software used in Revenue also apply:

6.- Revenue make extensive use of Open Source Software, and encourage responses implementing a partially or completely Open Source solution

no