RIXML Documentation

ratingAction

RIXML 2.5 Attribute

Optional

Definition

Used consistently as `RatingActionEnum` (optional)

CountryRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional
IssuerRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional
RatingRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional
RegionRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional
SectorIndustryRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional
SecurityRatingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

optional

Documentation

Highlights an action taken by the publisher. Indicates that the publisher is changing their rating on a Security. Example: a publisher downgrades Security ABC.

Version History

2.1Introduced in RIXML 2.1

Design Decisions

The ratingAction attribute was positioned within the Rating element itself rather than the enclosing rated entity to support multiple independent rating actions

This design allows entities to have multiple ratings with different actions, such as upgrading a credit rating while maintaining an investment rating, providing more granular action tracking

RIXML Research Data Dictionary v2.5.1, p.66

Rating action should describe changes or restatements of ratings, not the ratings themselves

This separation allows tracking of rating changes and confirmations distinct from the actual rating values, supporting investment decision workflows

RIXML Research Data Dictionary v2.5.1, p.19

Semantic Relationships

Contrasts With1 relationship

RatingINFORMATIVE

Rating represents the author's current opinion while rating action describes changes or restatements of that opinion such as upgrades or downgrades

RIXML Research Data Dictionary v2.5.1, p.19Rating versus Rating Action versus Weighting Action

Mutually Exclusive With1 relationship

Weighting action applies to asset allocation recommendations for industries, countries, or asset classes, while rating action applies to individual securities - they serve different analytical purposes

RIXML Research Data Dictionary v2.5.1, p.19Rating versus Rating Action versus Weighting Action

Replaces1 relationship

The ratingAction attribute within the Rating element is the preferred location for rating action specifiers, allowing multiple ratings to have independent actions

RIXML Research Data Dictionary v2.5.1, p.66Elements and Attributes