Friday, October 19. 2018

LDC #107: All Our Filings In a Row

If you are anything like me, you may like looking in the past to see where you have been, which will hopefully allow you to figure out where you are going in the future. The more that I immerse myself in programming, the more documentation that I end up creating, just in order to know where I have been and what I have done before. As I program, I like to create documentation as I go along. It makes the process easier in the long run. Sometimes, however, I find myself having to pick up a project and having to create documentation from the start. It would be easier if someone had been keeping records all along, but if I have to know where I’ve been, I need to go through the whole process from the beginning.


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Posted by
Joshua Kwiatkowski
in Development at 17:04

Thursday, October 18. 2018

SEC Recommends that Public Companies Consider Cyber Threats When Implementing Internal Accounting Controls

The SEC released an investigative report on October 16th, 2018, that focused on cyber threats and their relationship to internal accounting controls. The report cautions that public companies should consider cyber threats, including cyber fraud, when implementing internal accounting controls.

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Posted by
The Novaworks Team
in SEC at 15:14

Friday, October 12. 2018

LDC #106: RSS Monitor

A little while back I wrote a few blogs on the possibilities of background threads in Legato. For this week we are going to discuss using a Legato background thread to monitor the SEC’s RSS feed of filings. The script checks the SEC’s RSS feed and if a specific CIK is found in the feed, a message box showing the filing information is opened. This script could be adapted to work with any RSS feed, but as it stands the script can help you see when your company’s filings are disseminated to the public.

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Posted by
David Theis
in Development at 16:46

Wednesday, October 10. 2018

N-PORT Pilot Phase 3

The third pilot phase for N-PORT filers began on October 1, 2018. From October 1 through March 31, 2019, filers will be able to submit test filings of the N-PORT forms to EDGAR. Live filings will not be permitted and will be rejected until April 1, 2019.

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Posted by
The Novaworks Team
in EDGAR News, SEC at 12:28

Friday, October 05. 2018

LDC #105: Dialog Boxes Part VI — Trackbar Control

Version Legato 1.1n (GoFiler 4.24a) introduced trackbar support. This is a Windows common control allowing for the adjustment of a visual slider. Trackbars are commonly employed to allow users to adjust things that have a range of values, such as the magnification of a document or image, the position inside a document, or the volume of the playback on an audio/video file. Trackbars are similar in many ways to scrollbar controls.

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Posted by
Scott Theis
in Development at 14:26

Wednesday, October 03. 2018

SEC Proposes Amendments to Codify Exemption to Credit Rating Agency Rule

On September 26th, SEC voted to propose new rule amendments to codify existing exemptions for credit rating agencies registered with the SEC as nationally recognized statistical rating organizations (NRSROs).

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Posted by
The Novaworks Team
in SEC at 17:05

Monday, October 01. 2018

SEC Releases EDGAR 18.3

On October 1, 2018, EDGAR Release 18.3 was released by the Securities and Exchange Commission. This release contains changes to the N-CEN and N-PORT EDGAR forms as well as improvements to EDGAR XBRL validation in addition to other changes.

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Posted by
The Novaworks Team
in EDGAR News, IFRS Taxonomy, SEC, SEC Filing Help, US GAAP Taxonomy at 11:51

Friday, September 28. 2018

LDC #104: Copy All the Things - An Example of Recursion

This week I want to go over a short script that I’ve written recently in order to help automate some of the tasks I have picked up around the office. Some of these tasks involve moving around files and folders on the network. I got tired of manually copying and pasting folders, so I wrote a script to help make moving large amounts of files and folders easier. There’s plenty of ways that this script could be made more in-depth, but this is a practical example of a way to make your life a little bit easier.


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Posted by
Joshua Kwiatkowski
in Development at 17:52

Event: SEC to Host Roundtable on Market Data and Market Access

Members of the SEC’s staff will host a two-day roundtable on October 25 and October 26 on market data and market access. This roundtable is hosted by the SEC’s Division of Trading and Markets.

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Posted by
The Novaworks Team
in Events, SEC at 10:07

Thursday, September 27. 2018

Event: SEC to Host Roundtable on the Proxy Process

Members of the SEC’s staff will host a roundtable on November 15 to hear investor, issuer, and other market participant views about the proxy process and rules. This roundtable will focus on key aspects of the proxy system in the US, including proxy voting mechanics and technology, the shareholder proposal process, and the role and regulation of proxy advisory firms.

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Posted by
The Novaworks Team
in Events, SEC at 14:18

Friday, September 21. 2018

LDC #103: Bringing Data Together

If you’ve ever needed to merge data files from different sources, you know how infuriating the process can be. Not all systems produce the same formats and sometimes fields don’t match properly. Instead of dealing with these issues manually in Excel or another spreadsheet program, let's use Legato.

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Posted by
David Theis
in Development at 15:35

Friday, September 14. 2018

LDC #102: Dialog Boxes Part V — Introduction to the Data Control

Sometimes it is desirable to display tables of information and allow user to edit the data on the sheet directly. Novaworks’ products employ a table data editing platform that in many ways operates like MS Excel™ and provides a high level of flexibility. It is used for XBRL editing, EDGAR Forms, and much more. In this article, I will introduce the data control.

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Posted by
Scott Theis
in Development at 15:39

Friday, September 07. 2018

LDC #101: Page Break Template Manager, Part 3

Last week, we added a modify dialog for our page break style manager, to let us rename and delete page break styles. This got us to a point where we have what I’d consider “minimal functionality” required to have a useful script, but let’s take it a step further, and add in a re-order function. It’s very useful to be able to shuffle the order around so you can have all styles, for a single client, grouped together. You don’t have to constantly search through a list anymore. While we’re at it, we can add in functionality to disable buttons if they are not applicable to our selection. For example, if we don’t have a selection, everything should be disabled. if we have the top list item selected, the move up button should be disabled, because we obviously can’t move the top item up even higher. The opposite applies to the bottom selection.


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Posted by
Steven Horowitz
in Development at 17:08

SEC to Release EDGAR 18.3

The Securities and Exchange Commission is planning to release EDGAR 18.3 in October 2018. The EDGAR Filer Manual (Volume II) will also be updated to Version 48 with this release. These changes will take effect on October 1 if approved (for non-rule based changes; see the SEC Final Rules posted here for rule-based changes and their implementation dates).

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Posted by
The Novaworks Team
in EDGAR News, SEC at 13:57

Friday, August 31. 2018

LDC #100: Page Break Template Manager, Part 2

Last week, we discussed how to add page breaks into the page break template with a Legato script. As useful as that is, without a way to delete them or rename them, the function isn’t really complete. To do that, we’re making a page break manager this week. This will give us a new menu option, “Modify Page Break Templates”, which lets us manage our stored page breaks.


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Posted by
Steven Horowitz
in Development at 17:48
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