Onedit features

By 2020 listed companies will need to produce their annual reports in iXBRL format. The legal document will be the iXBRL document and PDF will be voluntary only.

Onedit facilitates the evolution needed by introducing a pure XHTML workflow that existing annual report preparers can easily migrate to, eventually replacing the need for InDesign altogether.

What does this mean for issuers?

Until now you have been telling your story with design. From 2020 you will be telling your story with XBRL as well. The effectiveness of your report will be determined by how much you combine those stories together.

This means the way you have been working with your suppliers may change. You need to ask your suppliers how they are managing to combine design and iXBRL to tell the company story to your investors and potential investors.

You will also need to understand the effect this has on your team, your reporting costs and timeline for delivery. The evolution needs to be managed carefully.

What does this mean for designers?

Until now the industry has relied on desktop InDesign to produce an annual report. This business model will need to evolve.

The value of the design offer in corporate reporting will eventually be determined by it's effectiveness in the iXBRL medium and how the industry adapts its workflow to this new communication medium.

The present supply side industry's level of iXBRL competency will need to be supercharged at every level so that their employees can communicate clearly and be effective during projects and at pitch time.

Creating iXBRL

iXBRL is XHTML with inline XBRL tags. The 'i' stands for inline. The tags wrap around the relevant information and are machine readable. The XHTML can be designed to the same fidelity as InDesign.

Onedit facilitates the evolution needed by introducing a pure XHTML workflow that existing annual report preparers can easily migrate to, replacing most of the need for InDesign.

InDesign can still be used in early stage visualisation and late stage pre-press preparation and can be imported and exported from Onedit.

Content import, export and editing

Content can be imported via XML feeds from consolidation systems, InDesign, Excel and Word as well as by pasted by hand. Onedit contains very advanced import algorithms that ensure content is styled and conforms to existing style classes.

Onedit is a complete editing system with many of the features production staff are used to in InDesign making migration easy. For instance our InDesign import algorithm rationalises all overides into new style classes giving very clean XHTML.

Export is to iXBRL, PDF and Word (for offline editing) and can be made at any time by any user with the right permissions.

XBRL tagging

The bigger the data source the better the AI. PortAlchemy now has 14,000 main financials from FTSE listed companies from the last 10 years in XHTML format.

We have used this data source to train an AI to place tags automatically with a high degree of precision. Our tagging dictionaries are being constantly updated and refined as we head towards 2020.

The Onedit iXBRL reader is very configurable and can access historical XBRL data at PortAlchemy.

iXBRL reader

The reader is a single XHTML file that is downloadable from corporate website and will replace PDF as the main legal document. A PDF version can still be associated with the file via http link.

All assets are base64 encoded and there are no external links (except for PDF and Excel downloads). The format is fully functional after downloading.

The reader is very customisable both in terms of design and XBRL functionality. Designed iXBRL offers many exciting communication opportunities that add value to an issuers story. The inventiveness and authority that this is executed with will influence stakeholders starting in 2020.

Features list

Content locking

Track changes and restore

Word, Excel and XML import

Image management

Charting API

Client comments facility

Content order setting

Template organisation

PortAlchemy search engine

PortAlchemy analytics

 

Animation

Configurable interface

InDesign import/export

Content linking (nodal)

Chat facility

Content for web and print

Content syndication

Styles management

Overflow warning

Permission levels

Request a call back

If you would like a demonstration of OneEdit please email us at info@portalchemy.com