RIXML Documentation

DisciplineTypeEnum

RIXML 2.5 Enumeration

3 values

Categorizes research content based on analytical approach and methodology, distinguishing between Investment (bottom-up detailed analysis), Strategy (top-down high-level approach), and Economics (economic science-based analysis)

Usage

Required attribute in Discipline elements to classify the intellectual framework and analytical approach used in research content

Business Context

Essential for organizing research content by analytical methodology, enabling consumers to filter and access research that matches their preferred analytical approach or expertise area

Source:data-dictionary-2.5.1
Schema:RIXML-datatypes-2_5.xsd:96

Where It Fits

Elements using this type (1)

Definition

Base Typestring

Enumeration Values

Investment
Investment

Content generated through systematic, detailed examination of specific topics with focused analysis based on particular facts using a bottom-up approach

Use when research employs detailed fundamental analysis of individual securities or specific investment opportunities [RIXML Research Data Dictionary v2.5.1 p.81]

ActiveSince 2.1
Strategy
Strategy

Content with high-level viewpoints derived using strategic analysis and top-down approaches, including relative value identification

Select when research focuses on broad market strategy, asset allocation, or high-level investment themes [RIXML Research Data Dictionary v2.5.1 p.81]

ActiveSince 2.1
Economics
Economics

Research approach that focuses on macroeconomic analysis, market conditions, and economic forecasting rather than individual security analysis

Use when all reports from a particular analyst consistently cover economic topics, trends, or market-wide economic analysis [RIXML Research Data Dictionary v2.5.1 p.13]

ActiveSince 2.1

Examples

<!-- Example usage of DisciplineTypeEnum enumeration -->
<element type="DisciplineTypeEnum">Investment</element>

Version History

Unchanged since introduction in RIXML 2.1

Business Rules

INFORMATIVE

Investment discipline content represents a bottom-up approach involving systematic examination of specific facts, while Strategy discipline represents a top-down approach

classificationmethodologyresearch-approach

Semantic Relationships

Requires2 relationships

The researchApproach attribute becomes required when the disciplineType is set to Strategy

RIXML Research Data Dictionary v2.5.1, p.47Discipline

The researchApproach attribute becomes required when the disciplineType is set to Investment

RIXML Research Data Dictionary v2.5.1, p.47Discipline

Contrasts With1 relationship

Investment discipline uses bottom-up detailed examination approach while Strategy uses top-down high level approach

RIXML Research Data Dictionary v2.5.1, p.81Investment

Narrows1 relationship

Strategy discipline includes relative value approach which identifies undervalued and overpriced securities for trading decisions

RIXML Research Data Dictionary v2.5.1, p.81Strategy