DPM ARCHITECT STATUS AND NEXT STEPS Presented by

DPM ARCHITECT: STATUS AND NEXT STEPS Presented by Bartosz Ochocki Authored by Víctor Morilla Rome, May 2014 INFORMATION SYSTEMS

COMPUTER AIDED DESIGN OF FINANCIAL MODELS Rules establish link between the model and taxonomy elements Model design EBA Architecture Data Point Model Taxonomy files DPM Architect for XBRL INFORMATION SYSTEMS 3

LICENSE (DRAFT STATUS) Tool and source code to be provided for free -Source code in English -User manual in English -Technical documentation in UML Modifications on the source code are allowed, but: -Source code modification allowed for internal usage -We want to avoid forks of the code during the first stagesof the tool: -Redistribution of other changes or additions will NOT be allowed during the first stages of the tool, unless using the extension APIs -After the initial phase, the source will be released under a GPL / MPL type license INFORMATION SYSTEMS 4

NEXT PLANNED 2014 RELEASES Functional requirements: -Test environment formulae -Testing and displaying the result of validation rules -Automatic generation of regression tests -Public interface to be published for vendors -Change management support Technical requirements (in sync with EBAs working group decisions): -Changes on the Table Linkbase Spec -Enumeration lists -Generic presentation arcs for table groups -Taxonomy package -New features of the Formulae Spec. INFORMATION SYSTEMS 5

POSSIBLE EVOLUTION PATHS Relational DB backend: -Currently only DB export implemented. -Persistence to relational DB is a highly demanded feature -It would simplify access to metadata without XBRL specific knowledge Web interface: -It would enable working on new models from multiple locations -It would simplify the review of the taxonomy at an early stage -It would improve the understanding of the model and a higher quality Looking forward to collaborating with other institutions INFORMATION SYSTEMS 6

Contact information & requests to access the tool: -victor. morilla@bde. es -angeles. lozano@bde. es INFORMATION SYSTEMS