Publishing XBRL as  Linked Open Data  Roberto García, Rosa Gil GRIHO (HCI & Data Integration) Research Group Universitat d...
Introduction <ul><li>Contribute  to Web of Linked Open Data </li></ul><ul><li>Public  financial data  available as XBRL </...
XBRL <ul><li>Instance data </li></ul><ul><ul><li>Facts : e.g.  “the long term debt is 350,000”, plus  contextRef  and  uni...
XBRL XML to RDF <ul><li>ReDeFer  XML2RDF ,  model XML tree using triples </li></ul><ul><ul><li>xsd:element and xsd:atribut...
XBRL XSDs to OWL <ul><li>EDGAR Schemas: XBRL 2.1, US GAAP 1 ,… </li></ul><ul><li>ReDeFer  XSD2OWL </li></ul>Core classes a...
XML2RDF plus XSD2OWL <ul><li>Resources typed with classes in ontologies corresponding to their XSD  complexTypes : </li></ul>
Semantic XBRL <ul><li>Dataset size </li></ul><ul><ul><li>April 2009:  1,34 million triples  from  612 XBRL filings . </li>...
Architecture Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
Prototype Demo <ul><li>Rhizomer : publish, query, browse, edit and mashup (map, timeline,…) Linked Data: </li></ul><ul><ul...
Conclusions and Future Work <ul><li>Straightforward  mapping XBRL to LOD </li></ul><ul><li>Resulting RDF is too “XML-style...
Thank you for your attention Roberto García González http://rhizomik.net/~roberto Publishing XBRL as Linked Open Data Link...
Get a context description from its URL Back
Get  all mentions of entity CIK796343 Back
Get  all  Investment[In]LeaseReceivable Back
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Publishing XBRL as Linked Open Data

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The XML Business Reporting Language (XBRL) is a standard for business and financial information reporting. It is based on XML so instance documents based on XBRL, e.g. a quarterly report, are highly constrained by the XML document-oriented nature. This makes more difficult to perform queries that mix information from filings from different dates, companies, or accounting principles than with a formalism based on a graph model instead of a tree model. Semantic Web technologies provide a graph model that facilitates mashing-up different XBRL sources. We have put into practice this approach mapping the XBRL filings available from the SEC’s EDGAR program to Resource Description Framework (RDF) and the XML Schema taxonomies these filings are based on to Web Ontology Language (OWL). The resulting semantic metadata, though highly tied to the XML structure it is mapped from, benefits from Semantic Web technologies and tools in order to facilitate integration and cross-querying, even together with other parts of the Web of Linked Data.

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Publishing XBRL as Linked Open Data

  1. 1. Publishing XBRL as Linked Open Data Roberto García, Rosa Gil GRIHO (HCI & Data Integration) Research Group Universitat de Lleida, Spain {rgarcia,rgil}@diei.udl.cat © 2009, http://rhizomik.net/~roberto
  2. 2. Introduction <ul><li>Contribute to Web of Linked Open Data </li></ul><ul><li>Public financial data available as XBRL </li></ul><ul><ul><li>XML Business Reporting Language </li></ul></ul><ul><ul><li>E.g. SEC’s EDGAR voluntary 1 program </li></ul></ul><ul><li>Reuse this data, map XBRL to RDF </li></ul><ul><ul><li>Apply generic mapping: ReDeFer </li></ul></ul><ul><ul><ul><li>XSD2OWL, XML2RDF </li></ul></ul></ul><ul><li>Publish LOD using Rhizomer </li></ul>1 From 2009, 3 year phased-in schedule, by end 2011 all U.S. public companies plus 8,000 mutual funds
  3. 3. XBRL <ul><li>Instance data </li></ul><ul><ul><li>Facts : e.g. “the long term debt is 350,000”, plus contextRef and unitRef </li></ul></ul><ul><ul><li>Contexts : entity (company or individual), time, [scenario] </li></ul></ul><ul><ul><li>Units : unit of measure </li></ul></ul><ul><ul><li>References : link to schema defining taxonomy of facts </li></ul></ul>Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
  4. 4. XBRL XML to RDF <ul><li>ReDeFer XML2RDF , model XML tree using triples </li></ul><ul><ul><li>xsd:element and xsd:atribute  rdf:Property </li></ul></ul><ul><ul><li>xbrli:id and xbrli:identifier  rdf:Resource ID </li></ul></ul><ul><ul><li>Other resources, anonymous </li></ul></ul>Rendered by RDF2SVG
  5. 5. XBRL XSDs to OWL <ul><li>EDGAR Schemas: XBRL 2.1, US GAAP 1 ,… </li></ul><ul><li>ReDeFer XSD2OWL </li></ul>Core classes and properties for XBRL Instance XSD2OWL mappings 1 Generally Accepted Accounting Principles Ontologies available from http://rhizomik.net/ontologies/bizontos XML Schema OWL element | attribute rdf:Property owl:DatatypeProperty owl:ObjectProperty [email_address] rdfs:subPropertyOf [email_address] rdfs:range complexType owl:Class complexType//element owl:Restriction extension@base | restriction@base rdfs:subClassOf @maxOccurs, @minOccurs owl:maxCardinality, owl:minCardinality sequence, choice owl:intersectionOf, owl:unionOf
  6. 6. XML2RDF plus XSD2OWL <ul><li>Resources typed with classes in ontologies corresponding to their XSD complexTypes : </li></ul>
  7. 7. Semantic XBRL <ul><li>Dataset size </li></ul><ul><ul><li>April 2009: 1,34 million triples from 612 XBRL filings . </li></ul></ul><ul><li>Links to LODW: </li></ul><ul><ul><li>Entities: companies in DBPedia, use name or Central Index Key (CIK) </li></ul></ul><ul><ul><li>Units: e.g. USD  http://dbpedia.org/resource/United_States_dollar </li></ul></ul>Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
  8. 8. Architecture Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
  9. 9. Prototype Demo <ul><li>Rhizomer : publish, query, browse, edit and mashup (map, timeline,…) Linked Data: </li></ul><ul><ul><li>Ex.1: get a context description from its URL </li></ul></ul><ul><ul><ul><li>Link , Capture </li></ul></ul></ul><ul><ul><li>Ex.2: get all mentions of entity CIK796343 </li></ul></ul><ul><ul><ul><li>Link , Capture </li></ul></ul></ul><ul><ul><li>Ex.3: all Investment[In]LeaseReceivable integrated from different filings </li></ul></ul><ul><ul><ul><li>Link , Capture </li></ul></ul></ul>Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
  10. 10. Conclusions and Future Work <ul><li>Straightforward mapping XBRL to LOD </li></ul><ul><li>Resulting RDF is too “XML-styled”… …rules/CONSTRUCT to tailor to needs </li></ul><ul><ul><li>E.g. facts as resources instead of properties facilitate querying and browsing </li></ul></ul><ul><li>Semantic mappings might facilitate cross-querying financial data… </li></ul><ul><ul><li>Across filings, companies, accounting principles,… </li></ul></ul>Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009
  11. 11. Thank you for your attention Roberto García González http://rhizomik.net/~roberto Publishing XBRL as Linked Open Data Linked Open Data Workshop – WWW’2009 © 2009, http://rhizomik.net/~roberto
  12. 12. Get a context description from its URL Back
  13. 13. Get all mentions of entity CIK796343 Back
  14. 14. Get all Investment[In]LeaseReceivable Back

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