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Workspace for XBRL Filings, web based and using CoreFiling's True North Platform APIs

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Build Status Apache 2 license

CoreFiling Labs Filings Workspace

A demonstration of CoreFiling's True North Data Platform.

This application demonstrates the platform's support for working with XBRL filings and provides links to other applications that demonstrate other platform features.

To try out these examples, please sign-up for the True North Data Platform at https://www.corefiling.com/platform/.

Working with XBRL filings

Each example requires the user to select a filing. This can be done by uploading a filing, selecting a filing from the dataset of all US Securities and Exchange Commission filings, or reusing a recent filing.

When uploading a filing, choose the relevant "Validation Profile". This ensures the document is validated against the correct set of business rules.

This step uses the True North Data Platform Document Service and Search Service APIs. Documents are uploaded to the Document Service.

Upload screenshot

The code can be found in src/app/workspace.

Quick XBRL Validator

This example displays the validation status of the filing from the Validation Service API.

Passing validation status screenshot

The code can be found in src/app/validator.

Quick XBRL Viewer

This example displays table renderings provided by the Table Rendering API. This uses Table Linkbase if the taxonomy includes it, otherwise synthesizes table layouts automatically.

Screenshot of Apple Inc's Document and Entity Information table

The code can be found in src/app/viewer.

Filing Statistics

This example displays statistics derived from CoreFiling platform APIs.

The Filing Statistics Service API is a CoreFiling Labs API that aggregates the statistics.

Screenshot of statistics table for Apple Inc

The code can be found in src/app/statistics.

Benfords Analysis Report

This example shows how the CoreFiling Platform can be used to perform analysis of XBRL documents.

An Open Source CoreFiling Labs service is used to calculate statistics related to Benford's law. Benford's law is an observation about the frequency distribution of leading digits in many real-life sets of numerical data that has applications in accounting fraud detection.

Screenshot of example Benford's law data

The code can be found in src/app/benfords.

Other applications demonstrating platform features

Quick start

Sign-up for the True North Data Platform at https://www.corefiling.com/platform/.

As part of the sign-up process you can access a CoreFiling-hosted copy of this application. The following instructions allow you to run a local copy based on a checkout of this Git repository.

Install node@>=6.0.0, npm@>=4.0.0 and yarn@>=1.0.0.

$ yarn install
$ yarn start

The application will be available on http://localhost:8080/filings-workspace/.

When prompted, log in using the email address and password for your CoreFiling account.

Configuring authentication (not required)

To configure non-default OAuth 2 client credentials (supplied by CoreFiling) export the following variables before starting the application with yarn start.

$ export CLIENT_ID="your-client-id"
$ export CLIENT_SECRET="your-client-secret"

Development

See Getting Started for the dependencies.

Stack

Storybook

yarn storybook

and visit http://localhost:6006/.

Unit tests

Single run:

yarn test

Watch files:

yarn test-debug

Build

yarn compile

Package

yarn pack # Produces cfl-filings-workspace-$VERSION.tgz

Development server

The webpack development server is currently optimised for running in CoreFiling's development environment and cannot easily be used externally.

Licence

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this software except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0.

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

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