Donnelley Launches AI-Powered iXBRL Tagging for TSR and N-CSR Filings
DFIN•Donnelley Financial Solutions has launched an AI-powered iXBRL tagging capability within its Active Intelligence suite to automate Inline XBRL generation and validation for TSR and N-CSR filings. The hybrid AI-human model cuts manual tagging effort, accelerates SEC filing cycles and secures data under SOC 2 and ISO 27001.
1. Overview of AI Tagging Launch
Donnelley Financial Solutions introduced its AI-powered iXBRL tagging feature as part of the Active Intelligence suite, aiming to automate the generation and validation of Inline XBRL tags. The initial rollout targets Tailored Shareholder Reports and N-CSR filings, reducing the time and expertise required for mandatory SEC compliance steps.
2. Hybrid AI-Human Workflow
The solution combines large language models trained on SEC taxonomy knowledge with a client-specific historical intelligence base to generate initial tagging. Subject matter experts then validate and refine tags, ensuring compliance-grade precision while shifting manual effort to oversight tasks.
3. Security and Rollout Timeline
Built on an enterprise-grade private cloud, the capability enforces strict data isolation, prohibits third-party LLM training, and maintains comprehensive audit logs under SOC 2 and ISO 27001 standards. Currently in controlled production pilot with select clients, broader availability is slated for the second half of 2026.
