Auto Tag
The application includes an automated feature to analyse and recognise text blocks within a document. This functionality intelligently identifies relevant text blocks and automatically assigns them to the appropriate elements in the template, streamlining the tagging process and enhancing accuracy.
1. Click on the "Auto Tag" option located at the top of the screen. The system will analyse the document and identify text blocks that require tagging.
2. The document heading for each recognised text block, along with the suggested element, will be displayed in the template. You can either accept the suggested element or manually select a different element for the text block.
3. Each suggested element will have an accuracy score listed in the template. Review the accuracy score to determine whether the suggested element is appropriate or if it needs to be changed.
Accuracy Score:
4. Once you have verified the assigned elements, click "Save" to confirm the tagging. The text block will then be automatically linked to the corresponding element in the template.
5. Click on a tagged text block in the template to be navigated directly to its corresponding location in the financial statement. This allows you to review and ensure that the correct tagging has been applied.
6. If the text block needs to be changed, right-click on the tagged text block within the template. Select "Remove Tag" to delete the existing tag.
7. To manually tag the text block again - Click here.
By reviewing the suggested elements and adjusting them when necessary, you can optimise the tagging process for more precise financial reporting. For further assistance, please contact our customer care team at support@datatracks.com.
Related Articles
Tag TextBlock
Tagging a text block ensures that the correct content is assigned to the appropriate element in the template. Follow the steps below to tag a text block efficiently. 1. Navigate to the financial statement and identify the text block that needs to be ...Tag values of the financial statement
Tagging financial values ensures that the correct numerical data from the financial statement is accurately mapped to the appropriate elements in the template. This structured approach improves compliance and minimises errors in reporting. Follow the ...Compare files
The Compare feature helps you review and verify the transfer of tags from the previous year's tagged file to the current year's file after using AI/ML functionality. This feature highlights differences but also ensures you can easily manage tags, ...AIML - Roll Forward
The Roll Forward feature streamlines the process of transferring tags from a previous year’s iXBRL document to the current year’s document. This ensures consistency, reduces manual effort, and improves efficiency in the tagging process. Follow the ...Validation and Output
Once the values have been successfully tagged, it is essential to validate the document to ensure compliance with MBRS (Malaysian Business Reporting System) regulations. The validation process helps identify any errors that may require correction ...
Popular Articles
Sign in to the Rainbow application
You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...Create entity
An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...Edit user
In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
Recent Articles
Add or remove footnotes
Footnotes serve as additional information or explanations for specific data points in a document. They help clarify the context of the tagged values, ensuring transparency and accuracy in financial and regulatory reporting. In the XBRL Reporting ...Add, modify, view and remove footnotes in the repository
The application allows you to add, modify, view, and remove footnotes within the repository. Follow the steps below to efficiently manage footnotes in your template. Right-click on any cell within the template where you want to insert a footnote. ...Enabling Two-Factor Authentication (2FA)
Two-Factor Authentication (2FA) is an additional layer of security that helps protect your account from unauthorized access. When enabled, it requires a second verification step in addition to your password, ensuring that only you can access your ...AIML - Roll Forward
The Roll Forward feature streamlines the process of transferring tags from a previous year’s iXBRL document to the current year’s document. This ensures consistency, reduces manual effort, and improves efficiency in the tagging process. Follow the ...Forgot password
If you have forgotten your password, you can easily reset it by following the steps below. This ensures secure access to your account. 1. On the login page, enter the email address associated with your account. 2. Click on "Reset Password" to ...