Generate BizFinx XLSX

Who does this: XBRL Reviewer · Senior Accountant · Platform Admin When: Filing is at VALIDATION_PASSED and you want the multi-sheet workbook for upload to ACRA's BizFinx Preparation Tool. Result: An .xlsx artifact in S3 + a signed URL. XbrlOutputArtifact row inserted with kind = BIZFINX_XLSX. Filing transitions to EXPORTED (first time only).

The export gate

Before any byte is written, assertExportAllowed() re-runs:

Reason raised	Condition
NO_LINE_ITEMS	Filing has no line items
NO_VALIDATION_RUN	No validation results exist
VALIDATION_ERROR_PRESENT	One or more severity = ERROR AND passed = false rows
UNCONFIRMED_TAG_MAPPING	One or more XbrlTagMapping.confirmedById IS NULL

HTTP 422 with the typed reason. No artifact is produced.

Before you start

• [ ] Filing at VALIDATION_PASSED.
• [ ] Every mapping confirmed (validation enforces this implicitly; gate re-checks).
• [ ] You hold EXPORT_BIZFINX.

Steps

1. Open the filing → Exports tab.
2. Click Generate BizFinx. The handler enqueues generate-bizfinx-xlsx. The UI shows a polling indicator.
3. The worker re-runs the gate (defence in depth). On pass, builds an exceljs workbook with sheets:
   • Income Statement
   • Balance Sheet
   • Cash Flow
   • Equity Changes
   • Filing Information
4. Persists to S3 at xbrl/<clientId>/<filingId>/bizfinx-v<n>.xlsx. Returns a signed URL.

How to know it worked

1. Download the XLSX from the Exports tab.
2. XbrlOutputArtifact row inserted: {kind: 'BIZFINX_XLSX', versionNo, generatedAt}.
3. Activity log shows xbrl.export.generated.
4. Filing badge moves from VALIDATION_PASSED to EXPORTED (first export only).

Common situations

If you see…	It means…	What to do
422 reason: "UNCONFIRMED_TAG_MAPPING"	At least one mapping is unconfirmed	Open Mappings; filter for unconfirmed; confirm. See Export blocked: unconfirmed
422 reason: "VALIDATION_ERROR_PRESENT"	At least one ERROR-severity row remains	Open Validation; address. See Export blocked: validation
422 reason: "NO_VALIDATION_RUN"	You forgot to validate	Run validation
422 reason: "NO_LINE_ITEMS"	The filing has no line items	Re-upload the source document
403 Forbidden	You don't hold EXPORT_BIZFINX	XBRL_PREPARER is rejected — pass to a reviewer
Re-exporting produces a new file	Each export bumps versionNo; all versions retained	Expected; download the latest

Related runbooks

• Generate XBRL XML
• Mark a filing as filed with ACRA
• X-05 userflow
• XBRL Filing SOP §6 / Step 5.0