RIXML v3.0 Working Group Resources

Overview:

Since the last version of the RIXML Standards Suite was released in 2017, there have been changes in many aspects of the investment research delivery lifecycle, including new formats, topics, regulations, and delivery mechanisms.

We have also received change requests, both big and small, from member firms to address tagging needs not provided for in our current standards. The upcoming release of the RIXML Standards Suite has been developed to address the needs our member firms have identified, with an overall goal of improving findability.

Key changes:

A summary of the key changes in the v3.0 update to the RIXML Standards Suite can be found here.

—Download summary of key changes

Data Dictionary:

A draft version of the RIXML Research Suite Data Dictionary for RIXML Research Standard v3.0 can be found here. See below for additional documentation used during the RIXML v3.0 development process, including taxonomy team resources.

—Download draft v3.0 Data Dictionary

Enumeration List Review Documents:

We encourage all member firms to review the enumeration lists below to ensure that the terms your firm needs are available. Each document refers to the relevant sections of the Draft Data Dictionary; it is important to review the indicated sections, as they provide the background and context needed to understand where and how each each enumeration list is used.

START HERE:  

Introduction and overview: whether you are reviewing one enumeration list or all of them, please take a minute to review this document. 

MEETING OVERVIEW DOCUMENTS AND SUMMARIES: 

Below are the background documents used in the meetings on each topic and the summaries of the discussions during the meetings:

XSD (schema) files:

While the v3.0 standard is in development, the schema files are available only to member firms. Please contact the program office to request a copy.