• XBRL International has announced their next conference, to be held this May in Eindhoven, the Netherlands. I wonder if they need a really smart XML analyst as a guest speaker. Actually, they are more than all set, as their keynote speakers include Christopher Cox, Chairman of the U.S. Securities & Exchange Commission, Gerrit Zalm, Chairman of the International. Accounting Standards Board Trustees, and Eddy Wymeersch, Chair of the Committee of European Securities Regulators. I believe that is what you call a critical mass.
• In a related note, the SEC is moving apace with their Financial Explorer website we mentioned recently. Software engineers can now download the source code for Financial Explorer tools launched February 15. The source code download is available for free on the SEC Web site. I took a quick look at the zip file. It's ASP Classic JScript on the server side and client side Javascript. They list the dependencies as IIS 6.0, .NET 2.0, Javascript 1.5, and ASP Classic JScript 5.6.

Looking ahead to our conference in San Francisco, there are a number of sessions related to XML and content management, as well as some broader sessions on SaaS and content management platforms. David Guenette and I are working with Frank on the Content Technologies & Strategies (CTS) track as well as the Enterprise Publishing Technology (EPT) track. At this writing, we have the following sessions on tap (and you can see the whole grid here).

CTS-1: XML Strategies for Content Management

XML is fundamental to content management in two important ways--in how the content is tagged and structured and also in how content management systems interact with each other and with other enterprise applications. This session looks at how successful organizations make the best use of XML to support critical business processes and applications.

CTS-2: Enterprise Rights Management: Best Practices & Case Studies

As content management systems proliferate, so do the requirements for better and more sophisticated protection of that content. Simply stated, traditional protection is not enough--content needs to be protected persistently throughout complex business processes. Enterprise Rights Management platforms are answering these challenges, and this session uses case studies to help explain how this technology can help you meet your requirements.

CTS-3: SaaS - Is Software as a Service Right for You?

Software as a Service is exploding. Every day brings new offerings, new approaches, and new adopters. While content management SaaS offerings were once limited to Web Content Management, there are now SaaS offerings for document management, ECM, globalization, and XML-based component content management. This session looks at the big questions about SaaS and discusses whether SaaS might be right for you.

CTS-4: Platform Pros & Cons: SharePoint vs. Oracle vs. Documentum vs. IBM

The long-predicted content management platform wars are upon us. Activity is everywhere--the introduction of SharePoint 2007, Oracle's acquisition of Stellent, and EMC's continued aggressive acquisition strategy, and IBM's acquisition of Filenet. Will we all end up using one of these four platforms, and if we do, would this be a good thing? This session will offer the vendor, user, and industry perspective on this dominant issue.

CTS-5: Financial Content Collaboration with XBRL & RIXML

If you follow XML in the financial services arena, you undoubtedly know about XBRL, the emerging standard for financial data reporting that is really taking hold at the SEC and the regulatory agencies of EU countries. But a lesser known but equally intriguing standard is RIXML, the Research Information Exchange Markup Language. This session looks at these standards and the implications for the lifecycle of financial content.

EPT-1: Enterprise Publishing with XML (DITA)

June 2008 marks the third anniversary since DITA 1.0 was approved by the OASIS Technical Committee, and it is very safe to say that no XML-based publishing standard has had such rapid and far-ranging uptake. This session looks at some emerging uses of DITA while also discussing some of the positive business impact enjoyed by companies who have already adopted the standard.

EPT-2: Multi-Channel Publishing - How to Do It

Multi-channel publishing has become a mandate for nearly every organization. With the explosion in mobile devices, the mandate is becoming more complex. But along with this complexity comes opportunity to serve more users and more applications. This session offer case studies and practical advice for implementing multi-channel publishing to support your business objectives.

EPT-3: Digital Publishing Platforms: Magazines, Newspapers & eBooks

Amazon's Kindle may be getting all of the publicity, but there is an explosion in new devices, technologies, and products for digital publishing--with implications for every traditional publishing medium. What are these new technologies, and what opportunities do they present to publishers? Hear from publishers and technologists, as well as some of the results of the Gilbane Group's extensive research into how these technologies are reshaping the digital publishing landscape.

If you follow XML in the financial services arena, you undoubtedly know about XBRL, the emerging standard for financial data reporting that is really taking hold at the SEC and the regulatory agencies of EU countries. But a lesser known but equally intriguing standard is RIXML, the Research Information Exchange Markup Language. RIXML.org is a consortium of buy-side and sell-side research firms, and vendors, that is defining an XML-based standard for categorizing, tagging and distributing global investment research.

Like XBRL, RIXML has great potential to enhance how financial analysts work with financial content. With rich, XML-encoded financial information, you can imagine analysts finding ways to better filter information, to develop powerful queries and reports, and to commingle research content from various sources. I was talking to colleague Geoff Bock about this, and we both know financial analysts who do all this now, but do it with Excel. They are the ultimate Excel power users, and they consume and model vast amounts of financial information. And they typically do this under tremendous time pressure.

XBRL clearly has traction--9,540,000 Google hits, lots of vendor support, and a roadmap to mandatory SEC adoption (warning, big PDF file!). RIXML is a more nascent effort--9,740 Google hits--but its potential impact is significant. Financial reporting and research data already has an important lifecycle. We see it in the markets every day, though most of us only from a distance. XML has the potential to make this lifecycle much more efficient, much more content-rich, and much less dependent on the manual efforts of those frazzled financial analysts. Instead of 16-hour days during earnings season, maybe they can work, heck, 14-hour days! (Actually, their managers will likely just give them a few more companies to cover...)

By the way, an obvious question to ask about RIXML is how it might integrate with XBRL. This too is nascent, though the two organizations have signed a very general memorandum of understanding. You can also find a related presentation here (PDF again).

UPDATE: The SEC has launched a new website, Financial Explorer, that enables users to generate custom data from the underlying XBRL-encoded reports.