product offering overview confidential and proprietary copyright ©2004 universal business matrix,...
TRANSCRIPT
Product Offering Overview
CONFIDENTIAL AND PROPRIETARY Copyright ©2004 Universal Business Matrix, LLC All Rights Reserved
The duplication in printed or electronic form or redistribution of this document is strictly prohibited
CONFIDENTIAL AND PROPRIETARY 2
UBmatrixUniversal Business Reporting Framework
VER
TIC
AL
SO
LU
TIO
NS
RegulatorsRegulators FinancialServicesFinancialServices HealthcareHealthcare Corporate
ReportingCorporateReporting
FR
AM
EW
OR
K
Public & Private
TaxonomiesServices
Public & Private
TaxonomiesServices
Security&
AuthenticationServices
Security&
AuthenticationServices
Users & Roles-basedAccessControlServices
Users & Roles-basedAccessControlServices
Public & Private
Business RulesServices
Public & Private
Business RulesServices
ReportStorage & SearchingServices
ReportStorage & SearchingServices
On-Demand Reports & Scheduled
Reports subscriptions
Services
On-Demand Reports & Scheduled
Reports subscriptions
Services
Universal Business Reporting Framework Universal Business Reporting Framework
Time-stamps, XBRL
ValidationServices
Time-stamps, XBRL
ValidationServices
Server
Integrationand Mapping
Services
Integrationand Mapping
Services
Web AnalyzerServices
Web AnalyzerServices
TaxonomyAuthoringServices
TaxonomyAuthoringServicesClient
PublishingServices
PublishingServices
FormManagement
Services
FormManagement
Services
BusinessRules Authoring
Services
BusinessRules Authoring
Services
Business Process Re-engineeringBusiness Process Re-engineering
TaxonomyMgmt.System
TaxonomyMgmt.System
AutomatorXBRL Pro.
-Office Plug-in
AutomatorXBRL Pro.
-Office Plug-in
WebAnalyzer
WebAnalyzerP
RO
DU
CTS
DataStorage
DataStorage WorkflowWorkflow
OtherProductsOtherProducts
Universal Business ServerUniversal Business Instance ServerUniversal Business Instance Server
Universal Business ServerUniversal Business ServerDesktop Apps.Desktop Apps.
UBmatrix API ToolkitUBmatrix API Toolkit
CONFIDENTIAL AND PROPRIETARY 3
UBmatrixProduct Family Roadmap
Automator XBRL Pro StudioDesktop taxonomy
development applicationUniversal Business Server
Web-based taxonomy andXBRL document process andworkflow management system
UBmatrix API Toolkit
Provides developers withaccess to XBRL documents through a
flexible document object model
Report Users
Regulators Internal users Investors/AnalystsBanks
Data sourcesODBC, CVS, XML, other
Automator for OfficeDesktop XBRL document authoring
and analysis Plug-in for Excel
Available today
Available Q1, 05
Available Q1, 05 Available Q1, 05
CONFIDENTIAL AND PROPRIETARY 4
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Desktop Products
Available today Available Q1, 05
Automator for OfficeMicrosoft Office Excel 2003 plug-in
for XBRL document authoring and analysis
Automator XBRL for Excel allows uses of Microsoft Office Excel 2003 to automatically convert Excel financial reports into XBRL documents with the click of a button.
With Automator XBRL for Excel users can:
Author XBRL Documents:
• Download XBRL documents into Microsoft Office Excel 2003 and easily compare and analyze financial data• Import and modify existing XBRL documents• Convert Excel financial reports into XBRL• Validate XBRL documents
Analyze XBRL Documents:
• Easily compare and analyze data without having to re-type or cut-and-paste.
• Conduct side-to-side comparisons of financial reports. Compare multiple companies line by line, and over multiple time periods. Conduct ratio analysis and much more.
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Automator XBRL Pro StudioDesktop taxonomy
development application
For creating and deploying XBRL-enabled business reporting taxonomies and XBRL documents.
Automator XBRL Pro Studio facilitates the creation, exchange and validation of complex taxonomies and extensions.
Unique to Automator XBRL Pro is BusinessRule CreatorTM, a powerful capability for creation and validation of computational and business rules.
Allows domain experts and programmers to leverage the power of XBRL.
Enables the automation of regulatory compliance, internal and external reporting.
CONFIDENTIAL AND PROPRIETARY 5
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Desktop Products Roadmap
Automator for Office
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Automator XBRL Pro Studio
New features and functions for v7.0Scheduled for release Q2, 05•Multi-Select and batch editing of elements and linkbase attributes•Tree view Tuple display upgrades•Localizable error messages
New features and functions for v2.0Scheduled for release Q2, 05•Create and publish customizable reports using stylesheets
New features and functions for v7.1Scheduled for release Q3, 05•XBRL Processor API Toolkit integration•UI componentization
New features and functions for v2.1Scheduled for release Q3, 05•Reverse mapping from UBS•Localization
New features and functions for v7.2Scheduled for release Q4, 05•Toggle to/from code to display text-based editing
New features and functions for v2.2Scheduled for release Q4, 05TDB
CONFIDENTIAL AND PROPRIETARY 6
Server Product
Available Q1, 05
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Universal Business ServerWeb-based XBRL business reporting
taxonomy and XBRL document processand workflow management system
Manage reporting process and workflows with:Role-based user interface• Content presented to the user is based on roles assigned to each user• Access control management is based on centrally managed user/role allocations
Metadata management• Full life-cycle of metadata is managed from creation to publishing• Metadata is managed on the level of the individual concepts & edits• Data series are “assembled” and managed from a set of concepts and released as taxonomies
Instance document management• Instance documents submitted and received• Instance documents validated through modular sets of edits• Full-featured instance document management and reporting
CONFIDENTIAL AND PROPRIETARY 7
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Server Product Roadmap
Universal Business Server
New features and functions for v2.0Scheduled for release Q2, 05•Localization•Base platform expansion to support additional source systems
New features and functions for v2.1Scheduled for release Q3, 05•Create and publish customizable reports using stylesheets•XBRL Query Builder•Online taxonomy editing (DTS)
New features and functions for v2.2Scheduled for release Q4, 05•Online taxonomy editing (Metadata)
CONFIDENTIAL AND PROPRIETARY 8
API Toolkit
Available Q1, 05
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UBmatrix API ToolkitProvides developers with
access to XBRL documents through aflexible document object model
API Toolkit key features include:• Validate XBRL taxonomies
• Validate XBRL instance documents
• Edit taxonomies and instance documents
• Facilities reading and writing of taxonomies and instance documents to files and databases
• Reference implementations for infrastructure components
Developers looking for open, global standards-based business solutions to automate business information process and workflow will find the UBmatrix API Toolkit invaluable.
UBmatrix API Toolkit is easy to integrate, and flexible to accommodate the ever evolving standards and changing business requirements of your customers.
CONFIDENTIAL AND PROPRIETARY 9
API Toolkit Product Roadmap
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API Toolkit
New features and functions for v2.0Scheduled for release Q2, 05•Prepackaged applets•Mapping and conversion API
New features and functions for v2.1Scheduled for release Q3, 05•Third-party interfaces•Multi-taxonomy editing
New features and functions for v2.2Scheduled for release Q4, 05•Third-party interfaces•Maintenance
CONFIDENTIAL AND PROPRIETARY 10
Business Reporting Automation
Regulators, Analysts, Investors, Internal Management
ComputersApplications
SystemsOperating Systems
Networks
TaxonomyMgmt.System
TaxonomyMgmt.System
AutomatorXBRL Pro.
-Office Plug-in
AutomatorXBRL Pro.
-Office Plug-in
WebAnalyzer
WebAnalyzer Data
StorageData
Storage WorkflowWorkflowOther
New ProductsOther
New Products
Universal Business Server
Universal Business Instance ServerUniversal Business Instance Server
Universal Business ServerUniversal Business ServerDesktop Apps.Desktop Apps.
Data is “normalized” from infrastructure
Data is easily available to users
UBmatrix API ToolkitUBmatrix API Toolkit