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
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AdvancedCybersecurity Incident Response Plan (Firm)
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