Method and system for generating and utilizing persistent electronic tick marks
Consistent with embodiments of the invention, computer-based systems and methods for annotating documents with a special type of graphical icon—referred to herein as a tick mark—are provided. Accordingly, utilizing a document annotation tool consistent with one embodiment of the invention, a user can quickly and easily place a tick mark next to an element of a document (e.g., a word, sentence, paragraph, number, chart, graph or figure) being displayed to visually convey some information about that particular element of the document. A second user, who is viewing the same document subsequent to the first user placing the tick mark, will immediately recognize and appreciate the information conveyed by the placement of the tick mark.
1. A computer-implemented method comprising:
displaying a document element in a document of a document preparation application;
receiving, at a data annotation tool integrated with the document preparation application, one or more instructions resulting from user-input, an instruction specifying a tick mark symbol is to be associated with a document element within the document;
associating the tick mark symbol with the document element within the document;
associating automatically generated and user-supplied meta-data with the document element;
responsive to receiving a request to display a document element subsequent to said associating the tick mark symbol with the document element, analyzing the document element to determine whether a value associated with the document element has chanced since the tick mark symbol was first associated with the document element;
displaying the document element with the tick mark symbol if the value associated with document element has not changed since the tick mark symbol was first associated with the document element; and
displaying the document element with an alternative tick mark symbol if the value associated with the document element has changed since the tick mark symbol was first associated with the document element.
2. The computer-implemented method of claim 1 , wherein the alternative tick mark symbol, when displayed in a document in visual association with the document element, provides a visual indicator that the value associated with the document element was previously verified, but has since been altered.
3. The computer-implemented method of claim 1 , further comprising:
in addition to displaying the document element with the tick mark symbol or the alternative tick mark symbol, displaying any one or more of: a user identifier indicating the name of a person who caused the instructions to be received as a result of user-input; a date and time stamp indicating the day and/or time when the tick mark symbol was associated with the document element; a textual comment provided by a user; and, a link to a data source associated with some aspect of the document element.
4. The computer-implemented method of claim 1 , further comprising:
responsive to receiving a request to display a document element subsequent to associating a tick mark symbol with the document element, analyzing the document element to determine whether the document element has changed since the tick mark symbol was first associated with the document element.
5. The computer-implemented method of claim 1 , wherein the alternative tick mark symbol, when displayed in a document in visual association with the document element, provides a visual indicator that the document element was previously verified, but has since been altered.
6. A document preparation system, comprising:
at least one processor; and
a machine-readable medium in communication with the at least one processor, the machine readable medium storing a document annotation module that executable by the at least one processor, the document annotation module being executed by the at least one processor to cause operations to be performed, the operations comprising:
responsive to receiving a request to display a document element subsequent to associating a tick mark symbol with the document element, analyzing the document element to determine whether a value associated with the document element has changed since the tick mark symbol was first associated with the document element; and
displaying the document element with the tick mark symbol if the value associated with document element has not changed since the tick mark symbol was first associated with the document element, and, displaying the document element with an alternative tick mark symbol if the value associated with the document element has changed since the tick mark symbol was first associated with the document element.
7. The document preparation system of claim 6 , wherein the alternative tick mark symbol, when displayed in a document in visual association with the document element, provides a visual indicator that the value associated with the document element was previously verified, but has since been altered.
8. The document preparation system of claim 6 , wherein the operations further comprise:
in addition to displaying the document element with the tick mark symbol or the alternative tick mark symbol, displaying any one or more of: a user identifier indicating the name of a person who caused the instructions to he received as a result of user-input; a date and time stamp indicating the day and/or time when the tick mark symbol was associated with the document element; a textual comment provided by a user; and, a link to a data source associated with some aspect of the document element.
9. The document preparation system of claim 6 , wherein the operations further comprise:
displaying in addition to the tick mark symbol a tick mark legend, the tick mark legend indicating that the tick mark symbol, displayed in the document in visual association with the document element, provides a visual indicator that a value associated with the document element has been verified.
10. The document preparation system of claim 6 , wherein the operations further comprise:
displaying in addition to the tick mark symbol a tick mark legend, the tick mark legend indicating that the tick mark symbol, displayed in the document in visual association with the document element, provides a visual indicator that a formula used to derive a value associated with the document element has been verified.
11. The document preparation system of claim 6 , wherein the operations further comprise:
displaying in addition to the tick mark symbol a tick mark legend, the tick mark legend indicating that the tick mark symbol, displayed in the document in visual association with the document element, provides a visual indicator that the context in which the document element is being presented has been approved.
12. The document preparation system of claim 6 , wherein the operations further comprise:
displaying in addition to the tick mark symbol a tick mark legend, the tick mark legend indicating that the tick mark symbol, displayed in the document in visual association with the document element, provides a visual indicator that an eXtensible Markup Language (XML) expression associated with the document element has been verified as being the correct XML expression.
13. The document preparation system of claim 6 , wherein the operations further comprise:
displaying in addition to the tick mark symbol a tick mark legend, the tick mark legend indicating that the tick mark symbol, displayed in the document in visual association with the document element, provides a visual indicator that an eXtensible Business Rule Language XBRL) expression associated with the document element has been verified as being the correct XBRL expression.
14. A computer-readable storage medium storing instructions thereon, which, when executed by a computer, cause the computer to perform a method, comprising:
displaying a document element in a document of a document preparation application;
receiving, at a data annotation tool integrated with the document preparation application, one or more instructions resulting from user-input, an instruction specifying a tick mark symbol is to be associated with a document element within they document;
associating the tick mark symbol with the document element within the document;
associating automatically generated and user-supplied meta-data with the document element;
responsive to receiving a request to display a document element subsequent to said associating the tick mark symbol with the document element, analyzing the document element to determine whether a value associated with the document element has changed since the tick mark symbol was first associated with the document element;
displaying the document element with the tick mark symbol if the value associated with document element has not changed since the tick mark symbol was first associated with the document element; and
displaying the document element with an alternative tick mark symbol if the value associated with the document element has changed since the tick mark symbol was first associated with the document element.
15. The computer-readable storage medium of claim 14 , wherein the alternative tick mark symbol, when displayed in a document in visual association with the document element, provides a visual indicator that the value associated with the document element was previously verified, but has since been altered.
16. The computer-readable storage medium of claim 14 , with additional instructions, which, when executed by the computer, cause the computer to perform the an additional method step of:
in addition to displaying the document element with the tick mark symbol or the alternative tick mark symbol, displaying any one or more of: a user identifier indicating the name of a person who caused the instructions to be received as a result of user-input; a date and time stamp indicating the day and/or time when the tick mark symbol was associated with the document element; a textual comment provided by a user; and, a link to a data source associated with some aspect of the document element.
17. The computer-readable storage medium of claim 14 , with additional instructions, which, when executed by the computer, cause the computer to perform the additional method step of:
responsive to receiving a request to display a document element subsequent to associating a tick mark symbol with the document element, analyzing the document element to determine whether the document element has changed since the tick mark symbol was first associated with the document element.
18. The computer-readable storage medium of claim 14 , wherein the alternative tick mark symbol, when displayed in a document in visual association with the document element, provides a visual indicator that the document element was previously verified, but has since been altered.