RIXML Documentation

Region

RIXML 2.5 Element

Level OneRequired

Defines broader geographical areas beyond individual countries for research categorization. Uses a mandatory regionType attribute from RegionTypeEnum, with publisherDefinedValue available when regionType equals PublisherDefined. The primaryIndicator attribute marks the most significant regional focus.

Usage

Add zero to multiple Region elements under ProductClassifications to indicate geographic areas covered in research. When using custom regions, set regionType to PublisherDefined and specify the region name in publisherDefinedValue. Level One excludes Rating and Weighting children.

Business Context

Facilitates regional content aggregation and distribution targeting, allowing investment firms to organize research by macro-geographic themes like emerging markets or developed economies.

Source:level-one-2.5
Schema:RIXML-Common-2_5.xsd:1916

Where It Fits

Definition

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

Attributes

Indicates whether the publisher defines this country as an emerging market.

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 Region(s) discussed in the product. If the product is focused on the Region level (i.e. the ProductFocus tag is set to Region), then at least one Region must be marked as primary.

required
regionTypeRegionTypeEnum
requiredSince 2.1

For specifying other IM systems.

optionalSince 2.1
coverageActionCoverageActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing the coverage status of a Security. Example: a publisher initiates coverage of Security ABC.

optionalSince 2.1
ratingActionRatingActionEnum

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

optionalSince 2.1
weightingActionWeightingActionEnum

Highlights an action taken by the publisher. Indicates that the publisher is changing the weighting of the security type.

optionalSince 2.1

Children

Rating(complex)0..unbounded
optionalSince 2.1
Weighting(complex)0..unbounded
optionalSince 2.1

Example

<Region primaryIndicator="Yes"
         regionType="Value" />

Version History

Unchanged since introduction in RIXML 2.1

Business Rules

MUST

When a product is focused on the Region level (ProductFocus tag set to Region), at least one Region must be marked as primary using the primaryIndicator attribute

conditional-requirementfocus-consistency
MUST

Level One does not allow Region elements within ProductClassifications to contain Rating or Weighting elements

level-one-restrictionschema-simplification
SHOULD

For company reports, all elements describing the primary company's characteristics (sector/industry, region, country) must have their primaryIndicator set to Yes

validationconditional-requirement

Design Decisions

The primaryIndicator attribute for Region was made required to ensure at least one region is marked as primary when a product has region-level focus

When research products focus on regional analysis, consumers need to identify which regions are the main subject of discussion to properly categorize and route the content

RIXML Research Data Dictionary v2.5.1, p.62

Semantic Relationships

Requires1 relationship

When the product is focused on the Region level with ProductFocus set to Region, then at least one Region must be marked as primary

RIXML Research Data Dictionary v2.5.1, p.62primaryIndicator (Required, YesNoEnum)

Blocks Action2 relationships

RatingMUST

Level One specification prohibits Region elements from containing Rating child elements

RIXML Level One Addendum v2.5, p.20Research.Product.Context.ProductClassifications.Region

WeightingMUST

Level One specification prohibits Region elements from containing Weighting child elements

RIXML Level One Addendum v2.5, p.20Research.Product.Context.ProductClassifications.Region

Constrains1 relationship

Region type attribute must take values from the RegionTypeEnum enumeration

RIXML Level One Addendum v2.5, p.20Research.Product.Context.ProductClassifications.Region

Triggers Action1 relationship

When regionType is set to PublisherDefined, the publisherDefinedValue attribute is used to specify the custom region name

RIXML Level One Addendum v2.5, p.20Research.Product.Context.ProductClassifications.Region