Confirm tag mappings

Who does this: XBRL Preparer · XBRL Reviewer · Senior Accountant · Platform Admin When: A filing is at MAPPING_IN_PROGRESS and you need to attest every line item's ACRA element mapping. This is Rule 3 — the export gate refuses any unconfirmed mapping. Result: Every XbrlLineItem has an XbrlTagMapping with confirmedById = <you>, confirmedAt = now().

Before you start

• [ ] Filing at MAPPING_IN_PROGRESS.
• [ ] You hold CONFIRM_TAG_MAPPING.
• [ ] You can read an ACRA element label and decide whether it matches a line-item label. The taxonomy has 1871 elements; filter aggressively by entry point and statement section.

Steps

1. Open the filing → Mappings tab.
2. Master-detail layout: left = line items list (filterable by statement and confirmation status), right = confirmation panel.
3. For each line item:
   • Read the source-page reference (the line item carries sourcePage + sourceLine).
   • Read the top suggestion's confidence and explanation.
   • Either:
     • Confirm the top suggestion → click Confirm.
     • Pick alternative → click into the alternatives[] list (top-N from the suggestion engine).
     • Search for a different element → use the element search box (constrained to entry point + statement section).
4. Continue until every row shows the green Confirmed chip.

How to know it worked

1. The Mappings tab shows 100% confirmed in the progress indicator.
2. Activity log shows xbrl.mapping.confirmed per row.
3. The Run validation CTA is enabled.

Saving a synonym while confirming

If the line-item label is canonical (likely to recur across clients), tick Save as synonym before confirming. Requires ADD_MAPPING_SYNONYM (Reviewer / Senior / Admin). The handler appends to mapping_library.json and emits xbrl.mapping.synonym_added. The save affects every future filing across all clients — use sparingly.

See Save a new synonym for the standalone path.

Unconfirming

Click the unconfirm icon on a confirmed row. confirmedById and confirmedAt clear. If the filing was at VALIDATION_PASSED, unconfirming a mapping returns it to MAPPING_IN_PROGRESS — by design, the gate must stay honest.

Common situations

If you see…	It means…	What to do
Suggestion confidence is LOW and alternatives[] are weak	Fuzzy match found nothing close	Use the search box; expand the filter to all entry points if needed
Element search returns nothing for an obvious concept	Search may be over-filtered by entry point	Clear the entry-point filter on the search box. See Element search empty
400 reason: "unknown_element"	The element ID isn't in the pinned taxonomy version	Re-select from the dropdown; do not type-paste an element ID from an external source
Save-as-synonym button greyed out	You don't hold ADD_MAPPING_SYNONYM	Escalate to Reviewer or Senior
Filing returned to MAPPING_IN_PROGRESS after you unconfirmed a row	Correct — the FSM blocks downstream until re-validated	Re-confirm or re-validate; do not panic

Related runbooks

• Override a tag mapping
• Save a new synonym — reviewer / senior only
• Run validation — next step
• X-03 userflow
• XBRL Filing SOP §6 / Step 3.0