RIXML Documentation

IssuerFinancials

RIXML 2.5 Element

Level OneRequired

Contains financial data items pertinent to an issuer organization, such as earnings, revenue, or market capitalization. The issuerFinancialsType attribute defines the specific type of financial metric being reported.

Usage

Optional child of Issuer element with zero-or-more cardinality. Requires issuerFinancialsType attribute from IssuerFinancialsTypeEnum list. Contains FinancialValue elements with the actual data.

Business Context

Provides company-level financial metrics essential for fundamental analysis and issuer evaluation. Supports research workflows by standardizing how key corporate financial data is communicated across different research platforms and systems.

Source:level-one-2.5
Schema:RIXML-Common-2_5.xsd:1656

Where It Fits

Definition

Type
Namespacehttp://www.rixml.org/2017/9/RIXML
Min Occurs1
Max Occurs1

Attributes

gaapTypeFinancialStatementGAAPTypeEnum

Generally Accepted Accounting Principles.

optionalSince 2.1
restatedYesNoEnum

To state in a new form a company's financial statements, perhaps to reflect a current period item back through prior periods.

optionalSince 2.1
proFormaYesNoEnum

A hypothetical financial model based on a set of assumptions.

optionalSince 2.1

For specifying other IM systems.

optionalSince 2.1

A descriptive name of the index suitable for display purposes.

optionalSince 2.2
yearTypeYearTypeEnum

Indicates whether the year specified is a fiscal year or calendar year

optionalSince 2.1
priorCurrentPriorCurrentTypeEnum

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.

optionalSince 2.1
issuerFinancialsTypeIssuerFinancialsTypeEnum
requiredSince 2.1

Children

CurrencyISO4217CurrencyType0..1

Indicates the currency of the issuer financials. Represented by the three letter alpha code defined by ISO 4217.

optionalSince 2.1
Sourcestring0..1

Free-text tag to indicate the source of the numbers. Example: the name of the company that provides the consensus figures.

optionalSince 2.1
FinancialValueFinancialValueType1..unbounded
requiredSince 2.1

Example

<IssuerFinancials issuerFinancialsType="Yes">
  <FinancialValue> ... </FinancialValue>
</IssuerFinancials>

Version History

2.1
+Introduced
2.2
+Added attributes: displayName

Semantic Relationships

Qualifies1 relationship

Display name attribute allows publishers to provide alternative names for both publisher-defined values and RIXML-defined values

RIXML Research Data Dictionary v2.5.1, p.52Elements and Attributes