RIXML Documentation

PersonGroup

RIXML 2.5 Element

Level OneRequired

Optional container element for specifying research product authors within an organization. Level One excludes ContactInfo child elements. Can be omitted entirely when no author tagging is needed.

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.

Usage

Optional element within Organization, appearing at most once. When present, must contain at least one PersonGroupMember element. Omit completely when not tagging authors.

Business Context

Supports author attribution for research products, enabling proper crediting and expertise tracking for research analysts and contributors in distribution workflows.

Source:level-one-2.5
Schema:RIXML-Common-2_5.xsd:752

Specification Guide

Overview

PersonGroup is a container element that organizes individuals (formally structured teams or ad-hoc collaborations) credited with creating a research product. It sits in the authorship hierarchy OrganizationPersonGroupPersonGroupMemberPerson, and accommodates the full range of attribution scenarios from a single analyst to a multi-member, named research team. Group-level identity (such as 'Global Equity Research') is carried on PersonGroup itself, while individual contributors are listed via PersonGroupMember children.

Usage

PersonGroup is an optional child of Organization in RIXML 2.x, with multiple occurrences allowed so a single product can be attributed to several distinct teams (sources: user-guide-2.1 p.18, data-dictionary-2.5.1 p.27). Typical contents are one or more PersonGroupMember elements plus, in the full schema, ContactInfo for group-level contact details. Key usage patterns: - Single author: When the group represents one person, you can omit group-level metadata such as personGroupID and the group Name; just include the Person (with personID) inside a single PersonGroupMember (sources: user-guide-2.1 p.18, user-guide-2.2 p.18, data-dictionary-2.5.1 p.27). - Named team: Set personGroupID and provide a group Name when the team itself is the credited author (e.g. when individuals are not separately listed) [data-dictionary-2.5.1 p.15]. - Multiple groups: Use sequence to order groups and primaryIndicator to mark the principal group; role (from RoleEnum) describes the group's function relative to the product (sources: user-guide-2.1 p.18, user-guide-2.2 p.18). - Language variants (2.5+): Alternative-language renderings of group identity are carried via PersonGroupDetailsAlternativeLanguages [data-dictionary-2.5.1 p.27]. In the v3 draft, PersonGroup becomes a required child of a new PersonGroupList container and every Person — even a lone author — must be wrapped in a PersonGroup, making the wrapper structurally mandatory rather than optional (sources: data-dictionary-v3-draft p.34, meeting-2025-01 p.36, meeting-2025-06 p.23).

Rules

Relationships

Where It Fits

Definition

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

Attributes

Some unique label used to reference a particular group of people.

optionalSince 2.1
sequenceinteger

Used to indicate any meaningful ordering of the Products contained in this Research item. Particularly useful in publishing compendium products made up of multiple sub-products. Ordering is ascending.

optionalSince 2.1

Indicates the primary PersonGroup, when more than one are specified.

optionalSince 2.1
roleRoleEnum

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.

optionalSince 2.1

Children

Namestring0..1

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.

optionalSince 2.1

If the role attribute has the value PublisherDefined, this element is used to hold the publisher's own description of the role.

optionalSince 2.1
PersonGroupMember(complex)0..unbounded
optionalSince 2.1
ContactInfoContactInfoType0..unbounded
optionalSince 2.1
optionalSince 2.5

Example

<PersonGroup />

Version History

2.1
+Introduced
2.5
+Added children: PersonGroupDetailsAlternativeLanguages

2.1–2.3.1: PersonGroup is an optional, repeatable child of Organization with attributes personGroupID, sequence, primaryIndicator and role; children are PersonGroupMember and ContactInfo (sources: user-guide-2.1 p.18, user-guide-2.2 p.18, user-guide-2.3.1 p.17). Across these releases the Level One compliance profile treats ContactInfo inside PersonGroup as not required (sources: level-one-2.2 p.12, level-one-2.3 p.7, level-one-2.3.1 p.7). 2.4: Substantively unchanged; documentation clarifies that single-person groups can omit group-level metadata and that PersonGroup supports both formal teams and ad-hoc collaborations [data-dictionary-2.4 p.27]. Globalisation feedback in 2013 flagged PersonGroup name values as a future target for multi-language support [quarterly-2013-q1 p.2]. 2.5 / 2.5.1: Adds PersonGroupDetailsAlternativeLanguages as a child so group identity can be expressed in multiple languages [data-dictionary-2.5.1 p.27]. The 'group name vs individual name' separation between PersonGroup.Name and PersonGroupMember.Person is explicitly emphasised [data-dictionary-2.5.1 p.15]. v3 (draft): PersonGroup becomes a required child of a new PersonGroupList container and gains a *List substructure (PersonGroupNameList, PersonGroupMemberList, ContactInfoList) [data-dictionary-v3-draft p.34]. Attributes are refined to personGroupID, sequence, isPrimary (boolean replacing the YesNo indicator), role and rolePublisherDefinedValue. Crucially, every Person — including a single author — must now be wrapped in a PersonGroup, making the wrapper structurally mandatory (sources: meeting-2025-01 p.36, meeting-2025-06 p.23). The design discussion explicitly rejected a simpler PersonList container because PersonGroup carries information about the group itself, not merely a collection of persons [data-dictionary-v3-draft p.30].

Business Rules

MUST

Group names should appear in the Name element within PersonGroup, while individual names should appear in PersonGroupMember.Person element, with groups and people tagged separately

author-categorizationgroup-individual-separation
MUST

Level One compliance excludes ContactInfo elements inside PersonGroup

validationlevel-one-complianceexclusion
MUST

For Level One compliance, PersonGroup must contain at least one PersonGroupMember element when present

validationlevel-one-compliance
MAY

When a PersonGroup consists of only one person, there is no need to define a group ID and description; only the person tag and associated personID are sufficient

simplificationconditional-requirement

Semantic Relationships

Contrasts With1 relationship

Group names should be tagged in PersonGroup.Name while individual names should be tagged in PersonGroupMember.Person, maintaining separation between groups and individuals

RIXML Research Data Dictionary v2.5.1, p.15Which Analysts to include in the RIXML File

Mutually Exclusive With1 relationship

For single-person groups, the Person element with personID suffices without needing a personGroupID or group description

RIXML Research Data Dictionary v2.5.1, p.27PersonGroup

Constrains2 relationships

When multiple PersonGroups exist, the primaryIndicator attribute determines which one takes precedence

RIXML Research Data Dictionary v2.5.1, p.28primaryIndicator (Optional, YesNoEnum)

For Level One compliance, when PersonGroup is present, it must contain at least one PersonGroupMember element

RIXML Level One Addendum v2.5, p.7Research.Product.Source.Organization.PersonGroupMember

Broadens1 relationship

The PersonGroup role attribute is particularly valuable when all members share the same role or when only the group is specified without individual members

RIXML Research Data Dictionary v2.5.1, p.28primaryIndicator (Optional, YesNoEnum)

Qualifies1 relationship

PersonGroupMember primaryIndicator identifies which individual member has primary status within a group, allowing multiple primary members per group

RIXML Research Data Dictionary v2.5.1, p.29Elements and Attributes: