Releases · DataQualityCommittee/dqc_us_rules

accommodating SEC Filers using SEC-approved and supported IFRS Taxonomies
updating rules to reflect changes introduced by the 2018 US GAAP Financial Reporting Taxonomy and the SEC Reporting Taxonomy
embedding official SEC taxonomies in ruleset .zip files to simplify offline processing
updating and fixing previously approved rules
adding ruleset map management functionality
adding support for 2018 IFRS Taxonomy

Release change logs:

last approved release v6.1.1...v6.1.2
initial approved release v6.0.0...v6.1.2

Using DQC Rules with Arelle's GUI:

download and extract the contents of the .zip or tar.gz above to your computer

copy the xule folder/files to the corresponding Arelle/plugin folder on your computer

initialize the plugin in Arelle and confirm the DQC version is 3.0.22495 or higher

validate filings with the approved DQC Rules; as of this release, users can check change ruleset map options from the Tools >> DQC menu of Arelle's GUI

The current v6 rulesetMap.json file for approved rules is located at: https://raw.githubusercontent.com/DataQualityCommittee/dqc_us_rules/v6.1.2/xule/rulesetMap.json

The v5 rulesetMap.json is located at https://raw.githubusercontent.com/DataQualityCommittee/dqc_us_rules/v5.2.1/xule/rulesetMap.json

Command line users: refer to 'Updating the ruleset map for future releases of DQC rule' on Managing Rulesets for instructions.

The DQC plugin is written in python-based syntax (called xule) using the open source version of the SEC's EDGAR Renderer/Previewer - Arelle as an XBRL processor on a local computer or server. The DQC plugin reads a specified ruleset and the assertions defined in the ruleset are evaluated against an XBRL instance, a taxonomy or an extension taxonomy, creating validation messages.

The new and revised rules in this release were available for comment through May 7, 2018.
The effective date for this release is filings submitted after June 29, 2018.

The test archive is not distributed with the release archive - use this link to download test cases and documentation. Review Travis CI results of test cases for this release

Assets 2

23 May 13:50

davidtauriello

v5.2.1

596286a

Version 5.2.1 of the DQC Rules

Version 5.2.1 is an enhancement release that includes fixes to the Data Quality Committee (DQC) Approved Rules

To use DQC Rules with Arelle's GUI:

download and extract the contents of the .zip or tar.gz above to your computer

copy the xule folder/files to the corresponding Arelle/plugin folder on your computer

initialize Arelle and confirm the DQC version is 3.0.22489 or higher

validate filings with the approved DQC Rules

The DQC plugin is written in python-based syntax (called xule) that requires the Arelle XBRL processor on a local computer or server. The DQC plugin reads a specified ruleset and the assertions defined in the ruleset are evaluated against an XBRL instance, a taxonomy or an extension taxonomy, creating validation messages.

Version 5 of DQC Rules includes checks corresponding to the DQC's Statement of Cash Flows Guidance. The new and revised rules in this release were available for comment July 15 - September 5, 2017, and approved for implementation by the Data Quality Committee on October 4, 2017, with an effective date of filings submitted to the SEC after June 1, 2018.

Release summary:

Pull request #315 summarizes fixes to DQC Approved Rulesets in this release. If you're using the ruleset .zip files stored on your local machine, replace the .zip files with the set in the dqc_us_rules folder in this release.
Updated xule for GUI interaction and processing.
Modified test case segments to reduce processing time in Travis CI and prevent timeouts and incomplete testing.
Travis CI results of test cases for this release. NOTE: Travis CI did not run DQC_0015 test cases for version 5.2.1.