Advanced
XBRL tagging readiness: mapping table and validation checks
Creates an XBRL mapping plan and validation checklist for financial statement line items. Useful for SEC reporting teams preparing for tagging and review.
Create an XBRL tagging readiness plan for {issuer_name}.
Inputs:
- FS line items and footnotes: {fs_and_notes}
- Existing taxonomy mappings (if any): {existing_mappings}
- New/changed line items this period: {changes}
- Materiality and disclosure focus: {materiality_focus}
Output:
1) Mapping table schema: FS line item, concept, taxonomy, axis/member (if any), notes.
2) Validation checklist (consistency, anchoring, sign conventions, dimensional usage).
3) Change log process for new tags.
4) Handoff checklist to XBRL vendor/software.
Avoid assigning specific tags unless provided; focus on process and structure.Related Prompts
Compliance & Regulatory
AdvancedCybersecurity Incident Response Plan (Firm)
A step-by-step guide for what the firm must do if client data is breached.
GPT-4oClaude 3.5 Sonnet
0
0
171
Compliance & Regulatory
IntermediateCode of Business Conduct (COBC) Review
Audits an existing Code of Conduct for modern compliance standards.
GPT-4oGemini 1.5 Pro
0
0
150
Compliance & Regulatory
IntermediateInternal Firm Memo: AI Usage Policy
Sets the 'ground rules' for how staff can and cannot use Generative AI in their work.
GPT-4oClaude 3.5 Sonnet
0
0
159