The full display name of the Person can be added here for human readability and convenience, but the personID attribute is the actual identifier. For accurate identification it is required that the personID be unique for a given publisher, but the implementation of the ID is left to the publishers to implement as they deem fit. Examples: combination of LastName and FirstName, combination of internal employee ID and RIXML publisher ID. GUID recommended. Container type for one or more individual Title elements. Indicates the currency of the issuer financials. Free-text tag to indicate the source of the numbers. Example: the name of the company that provides the consensus figures. Generally Accepted Accounting Principles. To state in a new form a company's financial statements, perhaps to reflect a current period item back through prior periods. Defaults to false. A hypothetical financial model based on a set of assumptions. Defaults to false. If a publisher-defined value, or a value defined by RIXML but the publisher wishes to call the value by another name (e.g., Turnover instead of Sales), this attribute should be used to provide the desired value name. Indicates whether the year specified is a fiscal year or calendar year Indicates whether the financials are current or prior. Defaulted to currentPrior is used to indicate what the prior figure was for the period specified in order to give context to the current figure, not to provide the figure for a prior time period. Container type for one or more individual IndustryID elements. Container type for one or more individual AssetClassID elements. Container type for one or more individual EsgCategoryID elements. AttributeGroup for the isPrimary and sequence attributes used to indicate an order of individual elements when multiple are present. If there are multiple elements specified, and they should appear in a certain order when the content is published, indicate the desired order by associating an appropriate sequence number to each one. Indicates the primary element when more than one are specified. AttributeGroup for rating, coverage and weighting actions Highlights an action taken by the publisher. Indicates that the publisher is changing the coverage status of a coverable entity. Example: a publisher initiates coverage of Security ABC. Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a rating-eligible entity. Example: a publisher downgrades Security ABC. Attribute group for weighting action alone Highlights an action taken by the publisher. Indicates that the publisher is changing the weighting of a weighting-eligible entity. Indicates the human language in which the element value is expressed. Overrides the language attribute on the overall RIXML instance document for this element. Indicates whether or not the value includes any format coding. Limited markup permitted - HTML code for paragraph, ordered lists and unordered lists with list items, bold, underline, and italics. Defaults to false. Indicates the target audience for this variation. Indicates the target audience for this variation, only when the audienceType attribute is set to PublisherDefined. AttributeGroup for elements that could be automatically populated, such as via some kind of Artificial Intelligence (AI) model. These attributes will help publishers to distinguish between explicit taggging and automated tagging. In the case of an automated tag, this tagSource attribute would hold a free-form text value indicating the publisher's name for the tagging method applied when not explicit (selected by an author or editor). In the case of an automated tag, this tagConfidence attribute would hold a number between zero and one, with one representing perfect high confidence. AttributeGroup for Episode elements. Note that attributes for year, quarter, yearmonth, and month, week, and date would commonly be derivable from the publication date of the ResearchProduct. However, in some cases, publication of an Episode might lag the time period it discusses. These attributes can be used to override the publication date when presented to consumers in the context of the Series. Episode designation. Can be any name, such as E1 or E001. Season designation. Can be any name, such as S1 or S001. Indicates the ordinal number (i.e. numeric index) of the Episode within its season. Indicates the ordinal number (i.e. numeric index) of the Episode overall in the Series, across seasons. The year designation for an Episode published annually. For example, an annual REVIEW episode might be published in January 2024, but it would really be the 2023 REVIEW. This attribute can be used to tag this Episode as the 2023 piece in spite of its actual publication date. The quarter designation for an Episode published quarterly. For example, a quarterly REVIEW episode might be published in October, but it would really be the Q3 REVIEW. This attribute can be used to tag this Episode as the Q3 piece in spite of its actual publication date. The year and month designation for an Episode published monthly. For example, a monthly REVIEW episode might be published in early June 2023, but it would really be the May 2023 REVIEW. This attribute can be used to tag this Episode as the May 2023 piece in spite of its actual publication date. The month designation for an Episode published monthly. For example, a monthly REVIEW episode might be published in early June, but it would really be the May REVIEW. This attribute can be used to tag this Episode as the May piece in spite of its actual publication date. The week-of-year designation for an Episode published weekly. For example, a weekly REVIEW episode might be published early in week W4 of the year, but it would really be the W3 REVIEW. This attribute can be used to tag this Episode as the W3 piece in spite of its actual publication date. The date designation for an Episode. To be used in cases where the Episodes are meant to be tagged to specific dates that my not have perfectly aligned with the actual publication dates. For example, a late publication of a weekly Episode that always come out on Thursdays can be tagged to the proper Thursday here, rather than, say, the Friday on which it was actually published. Describes an individual publishing action within the overall publication history of this research product. Each history must begin with the initial publication, which can be followed by other actions, such as one or more revisions or a deletion, etc.. Indicates the specific type of publishing action represented here. Indicates the date and time at which the publishing action was executed. It is expressed using ISO 8601 as refined by the World Wide Web Consortium's note http://www.w3.org/TR/NOTE-datetime. In addition, RIXML requires the use of UTC (GMT +/- n hours:minute:seconds). All times are absolute and easier to compute, rather than using a relative (i.e. 08:30 +5) time. Indicates whether or not this publishing action is the most recent. The value of this attribute can be derived from the dateTime stamps on all actions in the list. While a given research product can have multiple publishing actions, only one of them can be the most recent. This attribute is included as a convenience in downstream processing. Support for internal versioning of a given product. An opportunity for including an editorial comment explaining the reason for this publishing action - mostly for revisions and deletions. Container element for one or more individual PublishingAction elements. PublishingAction elements are meant to accumulate here across the lifecycle of the research product so that the full history is available in the PublishingActionList. Describes an organization related to the research item. Multiple organizations may be related to one research item. These organizations can be subsidiaries of the same parent or different organizations (as in a joint venture) working together on a publication or event. However, there can only be one primary publisher organization, which is captured by the isPrimary attribute. Optional description of the organization. Used to include any additional information about the organization. Indicates a web URL location of a logo graphic for the organization. For the cases in which the type attribute has the value PublisherDefined, the typePublisherDefinedValue attribute is used to hold the organization's own description of the type. Container element for one or more individual Organization elements. An identifier used to identify the organization -- multiple are possible. For example, for a product distributed via multiple vendors, each vendor may require a different OrganizationID, with the idType for each OrganizationID identifying the name of the vendor in the manner specified by the vendor. The actual ID is stored as free text in the content of the OrganizationID node. A UUID can also be used as one of the IDs. This is to facilitate the unique identification of a particular organization. To ensure uniqueness it is recommended that a Universal Unique IDentifier (UUID) be used as the productID. UUIDs can be generated on any computer, regardless of platform or operating system. A UUID is a 128-bit (16-byte) integer that is virtually guaranteed to be unique in the world across space and time. The Open Software Foundation (OSF) created UUIDs, as part of their Distributed Computing Environment (DCE). Indicates the type of ID used. Examples: CUSIP, VendorCode. Container element for one or more individual OrganizationID elements.. The name of the organization. An organization can have multiple names as enumerated in the Name Types. At least one name is required for the content to be valid. Display name is the preferred name if only one name is provided. The name can be one of the following types - legal, local, display, or parent. Use Display if using only one nameType, unless one of the other nameTypes is preferred. Indicates the language of the name value given. Overrides the language attribute on the Research element. Container element for one or more individual OrganizationName elements. The PersonGroup element is used to hold the name(s) of the individual person(s) and/or the name of the group. In the case of an individual person, the person tag and its associated personID are used (no personGroupID or description is needed). PersonGroups can be formally organized groups or they can be fluid groups that come together to deliver content. If the group consists of only one person, there is no need to define a group ID and description. It is sufficient to have the person tag and the associated personID under the group tag. Indicates the name of the group. This is not required, but can be used where groups are formally named or if there is a name created for the group involved with a publication or event. Some unique label used to reference a particular group of people. If there are multiple PersonGroups, and they should appear in a certain order when the content is published, indicate the desired order by associating an appropriate sequence number to each one. Indicates the primary PersonGroup, when more than one are specified. Defaults to false. The role of the group relative to this research item. This is especially useful if only the group is specified without any members or if all members share the same role -- as in a group of document authors or meeting attendees. If the role attribute has the value PublisherDefined, this attribute is used to hold the publisher's own description of the role. Container element for one or more individual PersonGroup elements. This is the full display name of the PersonGroup. Indicates the human language in which the element value is expressed. Overrides the language attribute on the overall RIXML instance document for this element. Container element for one or more individual PersonGroupName elements. Used to define the members of a group, for example, the author(s) of the product. The PersonGroupMember highlights primary persons, and describes the display order of multiple persons. If there are multiple PersonGroupMembers, and they should appear in a certain order when the content is published, indicate the desired order by associating an appropriate sequence number to each one. Indicates the primary PersonGroupMember, when more than one are specified. Defaults to false. The role of this individual person relative to this research item. If the role attribute has the value PublisherDefined, this attribute is used to hold the publisher's own description of the role. Container element for one or more individual PersonGroupMember elements. Includes name and job information for a person. Indicates how the publisher or person wants the name to be presented, for example: Dr. John Doe Sr. CPA, CFA. An accommodation for family name modifiers traditionally appearing after the person's name -- e.g. Jr., Sr., III. An accommodation for credentials traditionally appearing after the person's name -- e.g. C.F.A., Ph.D., Esq.. An accommodation for specifying pronouns preferred by the person -- e.g. she/her/hers. Indicates the functional role played by the person relative to his/her job in the organization, for example, analyst, strategist, economist, etc. Indicates the official title of the person within an organization -- e.g. Managing Director, Vice President, etc. Indicates the division that the person officially works for within an organization -- e.g. Institutional Equities, Asia Research, etc. Indicates whether or not the value includes any format coding. Limited markup permitted - HTML code for paragraph, ordered lists and unordered lists with list items, bold, underline, and italics. Defaults to false. Indicates the language of the Person Details. If not specified, default to value of language attribute of top ResearchProduct element. If language attribute of ResearchProduct element is not specified, default to English. Described using the ISO 639 Code. Container element for one or more individual PersonDetails elements. Describes an individual involved in the product in some capacity. Indicates whether or not the Person is a research author to whom the SEC Regulation Analyst Certification (RegAC) applies. There is no default value. The absence of this optional attribute makes no statement. This element can be used to include a label by which this person is known in the context named in the personLabelContext attribute. Useful for supplying author codes that have meaning on specific vendor platforms. This attribute must be used to indicate the specific context for the person label. This would typically be a mnemonic for an individual vendor platform in which the labeled person has a presence. For example, it may be useful for identifying authors of research contributed to a particular vendor platform. Here, a vendor is defined as an organization outside the buy-side and sell-side community of financial services firms which provides platforms or tools used by participants in the investment research economy. Container element for one or more individual PersonLabel elements. A brief description of the contact information can be included here, if desired. This element is intended to pick up where the purpose attribute leaves off. It offers the ability to provide more detail. Used to indicate the nature of the contact information - business or personal. Describes the intended purpose of the contact information. Gives the reader an idea of what to expect on the far side. Container element for one or more individual ContactInfo elements. Strongly Recommended. Indicates the email address. Container element for one or more individual Email elements. Strongly Recommended. Indicates the complete phone number, including any country code, area code, or other digits required for dialing. Phone numbers can be one of the following types - voice, text, voice and text, pager, or fax. Describes the location of the phone at this number -- i.e. office, home, moblie. Used in cases where an additional extension number is required to reach a specific person at a given phone number. Container element for one or more individual Phone elements. Strongly Recommended. Provides a URI reference for a web site. Container element for one or more individual Website elements. Strongly Recommended. Describes the street address. Indicates the State/Province/Canton/County information of the address. Indicates the Postal code, quadrant, zone or Zip code. This field indicates the country, as it should be displayed. Container element for one or more individual Address elements. Container element for one or more individual SubTitle elements. A summary of the information contained in the product. Highlights the salient issues in the document or provides a brief description of the event. Suggested maximum length is 3000 characters. Container element for one or more individual Abstract elements. A very brief statement of the subject addressed in the product. This is typically only a few lines and would be appropriate for highly abbreviated displays. Suggested maximum length is 300 characters. Container element for one or more individual Synopsis elements. Describes the form taken by the product. Forms include Comment, Report, Model, Chart, etc.. This is meant to provide some finer grained information beyond the ResearchProduct.principalMedium attribute. If the form attribute is set to PublisherDefined, then the publisher can express it according to its own sensibilities. Container element for one or more individual Form elements. Indicates a primary focus of the ResearchProduct. The value of the focus attribute must mate with the specific ID sub-element. That is, if the focus attribute is set to Industry, then include an IndustryID sub-element to specify which Industry. Indicates the focus itself. This is the unique focus identifier. Container element for one or more individual Focus elements. This is meant to capture what this ResearchProduct is primarily about, so a selective tagging approach is better than a comprehensive tagging approach. Be judicious in populating the Focus. Avoid multiples where possible. Strongly recommended. Indicates a subject, or sub-topic, of the product. There is a standard set of subjects defined by RIXML including market opening comments, accounting and tax policy, and earnings surprise. If these do not fully represent the subject, the publisher may use a publisher defined subject value. A subject, or sub-topic, discussed in this ResearchProduct. If the subject = PublisherDefined, then the publisher can indicate a subject not in the SubjectEnum list. Container element for one or more individual Subject elements. Describes the resource that contains the media representation of the research product. For example, can describe a file, URL, or encoded data that represents the product. There can be any number of Resource elements associated with a product. For example, a product may consist of both a PDF document (one resource) and an Excel spreadsheet (another resource), or there could be multiple language versions of the same document (each one a resource). Indicates the protocol (rules determining format and transmission). This eliminates the need for parsing this information from the URL. Indicates the type of media used to store the content. MIMEType is used to determine the software product(s) that can read the content. MIMETypes are described in RFC 2046. The ResourceName element is intended to provide a research consumer with a suggestion on how to store the particular resource, whether is comes via an actual file, embedded data or remote URL. If this RIXML file arrives with a companion file (PDF, Word, text, etc.) representing this resource, then the ResourceName value is used to match the resource with right companion file. If a payload file is embedded data, the ResourceName value is used by the publisher to suggest a file name to the consumer, who may choose to store the embedded data locally. If a payload file is referenced via URL, the ResourceName value is similarly used by the publisher to suggest a file name to the consumer for local storage. Any additional comments that are deemed necessary. For example, which software version is required to open the document. Indicates the URL at which the resource can be found. Used when the content (data) of the research product needs to be included within the RIXML document. The data must be base64-encoded. Container for one or more ContextTag elements that apply to the Resource. The unique identifier of the resource within the product. The implementation of the resourceID is left for the publishers of content to implement as they deem fit. At a minimum, the resourceID is required to be unique within the product(s) it appears under. Indicates the language of the resource, described using the ISO 639 Code. Highly recommended, especially when multiple resources are included that are different translations of the same product. Whereas the language attribute of the Research element represents the language of the metadata describing the Research, the language attribute of the Resource element represents the language of the media representation (often a file) of the product. These two language attributes may be different. Indicates the size of the resource in bytes. Could be used by the end user to estimate the download time and storage needs. Indicates the size of the resource in pages. Could be used by the end user to estimate reading time or sheets of paper required to print. Indicates the size of the resource in time duration. Could be used by the end user to estimate the reading time of a written report, or specify precisely the listening or viewing time in the case of audio/video content. Container element for one or more individual Resource elements. The top-level tags apply to the ResearchProduct as a whole. With this ContextTag element, though, we identify a subset of the full context tagging capability for use within individual Resource elements and Component elements. In these cases, we want the subset of tags to be short and limited to the most important and useful ones, such as Issuer, Security, Industry, Region, Country, AssetClass, EsgCategory, and Author. Indicates which identifier from the choice list to expect for this ContextTag. For example, a value of "Industry" here requires that an IndustryID be supplied. Container element for one or more individual ContextTag elements that can be used to provide finer-grained context tagging on Resources and Components. Element to describe a single Component published within this ResearchProduct. Container for one or more Title variations for the Component. Container for one or more ComponentSourceLine variations for the Component. Container for one or more MediaChapter elements for Components that require media playback. This acts as a table of contents for Audio and Video Components. Container for one or more ExpectedSearchTerm elements that apply to the Component. Container for one or more ContextTag elements that apply to the Component. A unique identifier for the Component instance. Indicates the type of the Component. Indicates the ordinal number (i.e. numeric index) of the Component within its type within this ResearchProduct. For example, if this is Chart #7, then the ordinal number would be 7. Indicates the ordinal number (i.e. numeric index) of the Component within this ResearchProduct, regardless of type. For example, if this is Chart #7, but Component #18 overall then the global ordinal number would be 18. Indicates a direct URL to the Component, within its ResearchProduct context, on the publishers platform. Indicates the width dimension in pixels for Components that occupy a rectangluar block of space within the ResearchProduct. Would typically apply to Components of type Image, Photograph, Chart, and potentially others. Indicates the height dimension in pixels for Components that occupy a rectangluar block of space within the ResearchProduct. Would typically apply to Components of type Image, Photograph, Chart, and potentially others. Indicates the total time duration in hours, minutes, seconds for Components that require playback, such as those of type Audio and Video. Container element for one or more individual Component elements. Line of text providing information about the source of the information presented in the Component. Often takes on the character of a footnote. Container element for one or more individual ComponentSourceLine elements. For Component types that require playback, such as Audio and Video, this MediaChapter element can be used as part of a table of contents that describes specific parts by start offset and title. Container for one or more Title variations for the MediaChapter. A unique identifier for the MediaChapter instance. Indicates the ordinal number (i.e. numeric index) of the MediaChapter within this Component. For example, if this is Chapter #7, then the ordinal number would be 7. Indicates a direct URL to the MediaChapter, within its ResearchProduct context, on the publishers platform. Indicates the time offset at which this MediaChapter starts. Indicates the time duration of this MediaChapter. (Not the end time offset.) Container element for one or more individual MediaChapter elements that can be used as a table of contents for Components types that require playback. In order to improve discoverability of content for which the most likely search terms are not in any existing enumerations, this ExpectedSearchTerm element gives publishers the opportunity to anticipate how consumers will try to find this content and specify free-form terms that best mate with the ResearchProduct or Component. Each ExpectedSearchTerm represents a compound term (single or multi-word term). Indicates the human language in which the element value is expressed. Overrides the language attribute on the overall RIXML instance document for this element. Container element for one or more individual ExpectedSearchTerm elements. Element describing a single Episode that is part of a larger Series product. Container element for one or more individual Episode elements. Used for publications issued as a Series or periodical. Indicates the frequency with which the Episodes of the Series are published. Indicates the name of the Series. Since the name of a series may change over its lifetime, the SeriesID can be used to uniquely identify it. This tag gives the publisher the opportunity to maintain continuity in the Series across name changes. Longer-form description of the purpose of the series. The PersonGroup primarily responsible for production of content in this Series. Describes the high level content classification of a research product based on its intellectual and analytical approach. Indicates the high level discipline of the research product. Indicates the analytical technique used to create the content of the research product. Required when disciplineType is Strategy or Investment. Container element for one or more individual Discipline elements. Indicates that the ResearchProduct, or other sub-context, is about a particular asset class. The identifier information for tagging this AssetClass to this ResearchProduct, or other sub-context. The full display name of the AssetClass can be added here for human readability and convenience, but the AssetClassID.assetClass attribute is the actual identifier. Publishers can optionally choose to list out the parent nodes in the AssetClass hierarchy here for convenience. This is not the same as tagging a parent node to this ResearchProduct. Publishers can optionally choose to list out the child nodes in the AssetClass hierarchy here for convenience. This is not the same as tagging a child node to this ResearchProduct. Container type for one or more individual AssetClass elements. Element just for identifying an AssetClass, without any additional information. Indicates the asset class itself. This is the unique asset class identifier. Used when the assetClass attribute is set to PublisherDefined to indicate an asset class not in the pick list. Indicates the level of this AssetClass within the corresponding AssetClass hierarchy. Top of the hierarchy is level 1, next level down is level 2, etc.. Level is optional here, and only for convenience, because it is officially determined by the hierarchy definition. Indicates a web URL location of a logo graphic for the Issuer. A text description (name) of the Issuer. Strongly Recommended element. This is the list of industries of which the Issuer is a participant. This is not necessarily the list of industries discussed in this ResearchProduct. This is the list of securities issued by this Issuer that are also discussed in this ResearchProduct. Indicates the type of Issuer. For example, can be agency, government or corporate. Indicates the country where the Issuer is domiciled, represented by the ISO 3166 country code. Combination of Day and Month that indicates the fiscal year end of the Issuer. Container element for one or more individual Issuer elements. Used to uniquely identify the issuer. Indicates the organization or company's protocol used for the issuer identifier (i.e. the Issuer classification scheme). Note that since there is no universally accepted means of identifying an Issuer (as opposed to a specific security), IssuerID allows the use of what are technically security identifers as a means of identifying an Issuer (CUSIP, SEDOL, etc). If the IssuerID.idType = PublisherDefined, then the publisher can indicate what type of identifier has been used. Container element for one or more individual IssuerID elements. This is the name of the enclosing Issuer. An issuer can have multiple names. Each name can be one of the following types: legal, local, display, parent, trading. Use Display if using only one issuerNameType, unless one of the other issuerNameTypes is preferred. Container element for one or more individual IssuerName elements. This is information regarding ratings. These can be about the issuer of a security or a security itself, an industry, a country, or other entities. A description of the rating. May include time horizon. This is the period for which the rating is relevant, as of the date it was established by the authoring entity. Used to indicate whether the rating is current or prior (current is the default). Prior is only used to give reference for a change from a prior rating. Prior is used to indicate what the prior figure was for the period specified in order to give context to the current figure, not to provide the figure for a prior time period. Provides a context for the rating. Indicates the volatility of the rated entity. Defaults to false. An indication of the potential price fluctuation of the rated entity. The actual rating as issued by the authoring entity. Used to specify the publisher's own rating expression when the rating attribute value is set to PublisherDefined. Permits tagging a rating with the publication date/time, in case it differs from the publicaton date/time of the research payload. It is expressed using ISO 8601 as refined by the World Wide Web Consortium's note http://www.w3.org/TR/NOTE-datetime. In addition, RIXML requires the use of UTC (GMT +/- n hours:minute:seconds). All times are absolute and easier to compute, rather than using a relative (i.e. 08:30 +5) time. Permits tagging a rating with an additional type that provides more information about the meaning behind the rating. Permits tagging a rating with the aspect of the rated entity addressed by the rating itself. Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on the entity enclosing this Rating element. This is the preferred location for ratingAction specifiers, as opposed to within the corresponding attributes of the enclosing rated entity. In this manner, a ratingAction specifier applies to the rating element itself, permitting multiple ratings of the same entity to have independent corresponding actions. Container element for one or more individual Rating elements. The rating entity featured in the research item. This may be a publisher or an independent agency. Used when the ratingEntity value is PublisherDefined. Stores a specific financial data item for an issuer or a security. Indicates whether a financial figure is actual or estimated. Used together with periodYear and periodEnd to indicate the applicable period for a financial value. Example: Q4 2000 ending 31 December. Used together with period and periodYear to indicate the applicable period for a financial value. Example: Q4 2000 ending 31 December. The four-digit year used together with period and periodEnd to indicate the applicable period for a financial value. Example: Q4 2000 ending 31 December. Time duration that is being addressed. Exact date and time applicable to a financial data item, expressed using ISO 8601 (as refined by the World Wide Web Consortium's note http://www.w3.org/TR/NOTE-datetime). In addition, RIXML requires the use of UTC (GMT +/- n hours:minute:seconds). All times are absolute and easier to compute, rather than using a relative (i.e. 08:30 +5) time. Generally dateTime is used instead of period, periodYear and periodEnd when a specific date can be assigned to a financial data item, for example, Total Assets as of 31 January 2000. If this financial value is an estimate, the estimateAction attribute can be used to indicate an action, such as Reiterate or Increase, that applies to this estimate. Intended to provide support for the case where an author is including more than one estimate action in the same report -- for example, Reiterating his current fiscal year estimate and Increasing his next fiscal year estimate. Container element for one or more individual FinancialValue elements. Financial data related to the issuer of a security. Container element for one or more individual IssuerFinancials elements. Information about a particular security that describes the type of security and how to identify it. A security is always issued by an issuer, therefore, if a security is being mentioned, it must be attached to an Issuer element. Optional short name commonly used to identify the Security. This is the list of industries of which the Security is a participant. This is not necessarily the list of industries discussed in this ResearchProduct. This is the list of asset classes of which the Security is a participant. This is not necessarily the list of asset classes discussed in this ResearchProduct. Highlights an action taken by the publisher. Indicates that the publisher is changing their target price estimate for a Security. Example: a publisher increases a target price for Security ABC to $100. Highlights an action taken by the publisher. Indicates that the publisher is changing their earnings estimates for a Security. Example: a publisher decreases all their earnings estimates for Security ABC. Container element for one or more individual Security elements. Used to uniquely identify the security Used when idType="ExchangeTicker" to specify the trading exchange or Market on which the Security trades. Indicates the organization or company's protocol used for the security identifier (i.e. the Security classification scheme). Examples include CUSIP, RIC, BloombergCode, etc. If the SecurityID.idType = PublisherDefined, then the publisher can indicate a type of security identifier not in the IssuerSecurityIDTypeEnum list. The actual unique identifier for this security. Example: MSFT.O is correct idValue for Microsoft Common Shares using the Reuters RIC scheme. The ISO 3166 Country code for the country in which the Market operates. Container element for one or more individual SecurityID elements. Used to identify a specific exchange, trading platform, regulated or non-regulated market or trade reporting facility by its ISO standard code. Container element for one or more individual Market elements. Element just for identifying a Market, without any additional information. ISO 10383 Market Identifier Code (MIC) used to precisely identify the specific market. Container element for one or more individual MarketID elements. Describes the financials associated with a security. Container element for one or more individual SecurityFinancials elements. Relevant dates related to Issuer and/or Security financial data. Used together with lastReportedYear to indicate the period when the financials were last reported. For example, Q1 2000. Used together with lastReportedPeriod to indicate the period when the financials were last reported. For example, Q1 2000. Represents the date the numbers were actually published. Expressed using ISO 8601 (as refined by the World Wide Web Consortium's note http://www.w3.org/TR/NOTE-datetime). In addition, RIXML requires the use of UTC (GMT +/- n hours:minute:seconds). All times are absolute and easier to compute, rather than using a relative (i.e. 08:30 +5) time. This is information regarding weightings. These can be about the country, region, asset type, or other entities. A description of the weighting. May include time horizon. This is the period for which the weighting is relevant, as of the date it was established by the authoring entity. Used to indicate whether the weighting is current or prior (current is the default). Prior is only used to give reference for a change from a prior weighting. Prior is used to indicate what the prior figure was for the period specified in order to give context to the current figure, not to provide the figure for a prior time period. The actual weighting as issued by the authoring entity. Used to specify the publisher's own weighting expression when the weighting attribute value is set to PublisherDefined. Container element for one or more individual Weighting elements. Indicates that the ResearchProduct, or other sub-context, is about a particular industry. The identifier information for tagging this Industry to this ResearchProduct, or other sub-context. Publishers can optionally choose to list out the parent nodes in the Industry hierarchy here for convenience. This is not the same as tagging a parent node to this ResearchProduct. Publishers can optionally choose to list out the child nodes in the Industry hierarchy here for convenience. This is not the same as tagging a child node to this ResearchProduct. For cases in which this Industry is associated with an Issuer or Security, the officiallyClassified attribute indicates whether or not that association is official within the cited taxonomy or represents a estimated or best-fit or best-guess association. Defaults to false. Container type for one or more individual Industry elements. Element just for identifying an Industry, without any additional information. The full display name of the Industry can be added here for human readability and convenience, but the industry attribute is the actual identifier. Indicates the industry itself. This is the unique industry identifier within the referenced industry taxonomy. Note that these identifiers are not bound to an enumerated picklist in this schema. They come from the referenced taxonomy, which is defined externally. Name of the taxonomy, hierarchy, or classification method used, in which the specified industry identifier has meaning. Note that a value of Publisher just means the taxonomy was created by the publisher and does not imply a separate PublisherDefinedValue anywhere. Indicates the level of this Industry within the corresponding Industry hierarchy. Top of the hierarchy is level 1, next level down is level 2, etc.. Level is optional here because it is usually determined by the specific industry taxonomy. Indicates an index mentioned in the product. An indication of the type of index. Typically market, industry or country. Container element for one or more individual Index elements. Identifies an index mentioned in the product via an ID symbol of type specified in the idType attribute. Indicates the protocol used for the index identifier (i.e. the classification scheme). Examples include CUSIP, RIC, BloombergCode, etc. If the IndexID.idType = PublisherDefined, then the publisher can indicate a type of index identifier not in the IssuerSecurityIDTypeEnum list. The actual symbol identifying the index. Container element for one or more individual IndexID elements. Indicates that the ResearchProduct, or other sub-context, is about a particular ESG theme. ESG means Enironment, Social, Governance. The identifier information for tagging this EsgCategory to this ResearchProduct, or other sub-context. The full display name of the EsgCategory can be added here for human readability and convenience, but the EsgCategoryID.esgCategory attribute is the actual identifier. Publishers can optionally choose to list out the parent nodes in the EsgCategory hierarchy here for convenience. This is not the same as tagging a parent node to this ResearchProduct. Publishers can optionally choose to list out the child nodes in the EsgCategory hierarchy here for convenience. This is not the same as tagging a child node to this ResearchProduct. Container type for one or more individual EsgCategory elements. Element just for identifying an EsgCategory, without any additional information. Indicates the ESG category itself. This is the unique ESG category identifier. Used when the esgCategory attribute is set to PublisherDefined to indicate an ESG category not in the pick list. Indicates the level of this EsgCategory within the corresponding ESG hierarchy. Top of the hierarchy is level 1, next level down is level 2, etc.. Level is optional here, and for convenience only, because it is officially determined by the hierarchy definition. Some research products discuss financial values without mapping to any issuers or securities. Having currency as a possible product classification enables more accurate tagging in those cases. This element requires that a specific currency is indicated. For products discussing currencies in general, publishers should tag the asset class as currencies. Container element for one or more individual Currency elements. Element just for identifying a Currency, without any additional information. Represented by the three letter alpha code defined by ISO 4217. Container element for one or more individual CurrencyID elements. Indicates that the ResearchProduct, or other sub-context, is about a particular Country. The identifier information for tagging this Country to this ResearchProduct, or other sub-context. Indicates whether the publisher defines this country as an emerging market. Defaults to false. Container element for one or more individual Country elements. Element just for identifying a Country, without any additional information. The ISO 3166 code for the country. Container element for one or more individual CountryID elements. Indicates a region discussed in the product. When the RegionID is an abbreviation or otherwise not self-evident, the optional RegionName can be used to spell it out. Example: MENA = Middle East and North Africa. Indicates whether this Region is defined by the publisher as an emerging market. Defaults to false. Container element for one or more individual Region elements. Element just for identifying a Region, without any additional information. Container element for one or more individual RegionID elements. A specific language in which an organization publishes research with some frequency and fluency. Restricted by ISO 639 standard. Container element for one or more individual PublishingLanguage elements.. Provides the necessary information when the Product is actually describing an event. Indicates the venue -- can by physical (one-on-one meeting) or virtual (conference call or webcast). Strongly recommended for a location-based event. Required when ResearchProduct.isEvent=True or ResearchProduct.FormList.Form.form=Event. Describes the organization(s) hosting the event. Multiple hosts of one event are possible. However, there can be only one primary host, which is captured by the Organization isPrimary setting. Registration information relating to an event. Describes a date/time relevant to the event, and relative to the type attribute. It is expressed using ISO 8601 as refined by the World Wide Web Consortium's note http://www.w3.org/TR/NOTE-datetime. In addition, RIXML requires the use of UTC (GMT +/- n hours:minute:seconds). All times are absolute and easier to compute, rather than using a relative (i.e. 08:30 +5) time. Describes the relevance of the date/time to the event. Container element for one or more individual EventDate elements. Container element for zero or more finer-grained ActionList elements. Describes a coverage action, indicating a change in coverage announced in this ResearchProduct. Indicates the specific type of coverage action, such as Initiate or Drop, that applies to all the listed targets. Container element for one or more individual CoverageAction elements. Describes a rating action, indicating a change in rating announced in this ResearchProduct. Indicates the specific type of rating action, such as Upgrade or Downgrade, that applies to all the listed targets. Container element for one or more individual RatingAction elements. Describes a weighting action, indicating a change in weighting announced in this ResearchProduct. Indicates the specific type of weighting action, such as Upgrade or Downgrade, that applies to all the listed targets. Container element for one or more individual WeightingAction elements. Describes a estimate action, indicating a change in estimate announced in this ResearchProduct. Indicates the specific type of estimate action, such as Increase or Decrease, that applies to all the listed targets. Container element for one or more individual EstimateAction elements. Describes a target price action, indicating a change in target price announced in this ResearchProduct. Indicates the specific type of target price action, such as Increase or Decrease, that applies to all the listed targets. Container element for one or more individual TargetPriceAction elements. Describes how content contained in this product is associated with other products, or how content in other products is associated with this one. Can have none or any number of relationships to other products. The description of the relationship between the current product and the other product to which it is related. Intended for additional descriptive detail not already covered by the relationshipType attribute. For relationshipTypes that call for an Issuer specifier use an IssuerID. For relationshipTypes that call for a Security specifier use a SecurityID. For relationsihpType of TranslationOf, this is the specific language to which the original ResearchProduct was translated. The unique productID of the product to which this product is related (as stored in ResearchProduct.productID of the related document). Indicates the type of relationship between this product and another product. Container element for one or more individual RelatedProduct elements. The name or code that signals specific entitlement intentions between publishers and platforms. The context in which this entitlement has meaning, such as a specific third party aggregation platform. Publishers should get these values directly from the platforms that are looking for them in the supplied RIXML instance documents. Container element for one or more individual Entitlement elements. Disclosure information from the publisher that accompanies this research product, typically about potential conflicts of interest. For DisclosureText that applies to specific Issuers discussed within this ResearchProduct, these Issuers are listed here by their IssuerID values. For DisclosureText that applies to specific Securities discussed within the ResearchProduct, these Securities are listed here by their SecurityID values. Indicates a publisher defined disclosure code for a specific disclosure. For example, a publisher may need to disclose a banking relationship with a company, and may call this disclosure code B01. Container element for one or more individual Disclosure elements.