FocusEnum
RIXML 2.5 Enumeration
Defines the primary focus or subject matter of research products, ranging from specific securities and issuers to broader categories like sectors, countries, asset classes, and markets, including an 'Unfocused' option for general commentary
Usage
Required attribute in ProductFocus elements to indicate the main topic or subject area that the research product addresses
Business Context
Critical for research categorization and filtering, enabling consumers to quickly identify content relevant to their investment focus areas and research interests
Where It Fits
Elements using this type (1)
Definition
| Base Type | string |
Enumeration Values
SectorIndustry |
| Sector Industry |
Research content that analyzes industry sectors, market segments, or business categories rather than individual companies Select when the report discusses sector/industry concepts, events, or trends, or when compilation reports provide quick company summaries for sector comparison purposes rather than detailed individual analysis [RIXML Research Data Dictionary v2.5.1 p.16] ActiveSince 2.1 |
Discipline |
| Discipline |
The research focuses on a particular analytical discipline or methodology Select when the primary subject is an analytical approach or research discipline [RIXML Research Data Dictionary v2.5.1 p.83] ActiveSince 2.1 |
Issuer |
| Issuer |
Research content that primarily analyzes specific companies or corporate entities, focusing on individual business performance and outlook Choose when the report provides sufficient detail about companies that readers would seek it when researching those specific entities, even in compilation reports covering multiple companies [RIXML Research Data Dictionary v2.5.1 p.16] ActiveSince 2.1 |
Region |
| Region |
The research focuses on a geographic region rather than individual countries within that region Select when the primary subject is regional analysis covering multiple countries [RIXML Research Data Dictionary v2.5.1 p.83] ActiveSince 2.1 |
Country |
| Country |
The research product primarily examines markets, economies, or securities within specific national boundaries Use when the main analytical focus is on country-level themes, policies, or investment opportunities [RIXML Research Data Dictionary v2.5.1 p.50] ActiveSince 2.1 |
AssetClass |
| Asset Class |
The research focuses on a broad asset class category Select when the primary subject is asset class analysis or allocation strategies [RIXML Research Data Dictionary v2.5.1 p.83] ActiveSince 2.1 |
AssetType |
| Asset Type |
The research focuses on a specific asset type within a broader asset class Use when the primary subject is a particular type of security within an asset class [RIXML Research Data Dictionary v2.5.1 p.84] ActiveSince 2.1 |
SecurityType |
| Security Type |
The research focuses on a particular type of security instrument Select when the primary subject is analysis of specific security types or structures [RIXML Research Data Dictionary v2.5.1 p.84] ActiveSince 2.1 |
Index |
| Index |
The research focuses on a market index or benchmark Use when the primary subject is index analysis, performance, or composition [RIXML Research Data Dictionary v2.5.1 p.84] ActiveSince 2.1 |
Exchange |
| Exchange |
The research focuses on a trading exchange or market structure Select when the primary subject is exchange operations, listings, or market structure analysis [RIXML Research Data Dictionary v2.5.1 p.84] ActiveSince 2.1 |
Market |
| Market |
The research focuses on specific markets providing summaries, highlights, or commentaries without targeting particular securities, countries, or sectors Use when research provides broad market commentary or analysis without a specific focus area [RIXML Research Data Dictionary v2.5.1 p.84] ActiveSince 2.5 |
Unfocused |
| Unfocused |
Indicates that the research product does not have a single primary focus but covers multiple topics, companies, or themes Use for compilation reports such as morning call reports that cover numerous securities across multiple sectors with different authors contributing sections [RIXML Research Data Dictionary v2.5.1 p.20] ActiveSince 2.3 |
Examples
<!-- Example usage of FocusEnum enumeration -->
<element type="FocusEnum">SectorIndustry</element>Version History
UnfocusedMarketSemantic Relationships
Contrasts With3 relationships
Issuer focus is appropriate when readers would seek company-specific information, while SectorIndustry focus is for comparative analysis within an industry context
RIXML Research Data Dictionary v2.5.1, p.16— Focus: distinguishing Issuer Focus versus SectorIndustry Focus versus Country Focus
When focus is SectorIndustry, the report emphasizes sector or industry analysis rather than individual securities mentioned
RIXML Research Data Dictionary v2.5.1, p.83— SectorIndustry
When focus is Region, the report emphasizes regional analysis rather than individual countries mentioned
RIXML Research Data Dictionary v2.5.1, p.83— Region
Overrides1 relationship
For reports about an industry within a particular country, SectorIndustry focus should be used instead of Country focus
RIXML Research Data Dictionary v2.5.1, p.16— Focus: distinguishing Issuer Focus versus SectorIndustry Focus versus Country Focus
Requires4 relationships
When focus is set to Issuer, exactly one issuer must be marked with primaryIndicator as Yes, except in rare cases like merger discussions involving two companies
RIXML Research Data Dictionary v2.5.1, p.17— When to set primaryIndicator to "Yes" and when to set it to "No"
Compilation reports covering numerous securities across multiple sectors should use unfocused as the product focus classification
RIXML Research Data Dictionary v2.5.1, p.20— Compilation Reports
If ProductFocus is set to Issuer level, then at least one Issuer must be marked as primary with primaryIndicator
RIXML Research Data Dictionary v2.5.1, p.49— primaryIndicator (Required, YesNoEnum)
When the product is focused on the SectorIndustry level, at least one SectorIndustry must be marked as primary
RIXML Research Data Dictionary v2.5.1, p.64— primaryIndicator (Required, YesNoEnum)
Constrains4 relationships
For sector/industry reports, all issuer identifiers should have primaryIndicator set to No while the relevant sector or industry should have primaryIndicator set to Yes
RIXML Research Data Dictionary v2.5.1, p.17— Sector/Industry reports
At least one security must be marked as primary when product focus is set to Security level
RIXML Research Data Dictionary v2.5.1, p.56— Elements and Attributes
At least one country must be marked as primary when product focus is set to Country level
RIXML Research Data Dictionary v2.5.1, p.61— primaryIndicator (Required, YesNoEnum)
ProductFocus focus attribute must take values from the FocusEnum enumeration
RIXML Level One Addendum v2.5, p.21— Research.Product.Context.ProductDetails.ProductFocus
Mutually Exclusive With1 relationship
When ProductFocus is set to SectorIndustry for industry overviews, company identifiers should not be included as the focus is on the sector rather than individual companies
RIXML Implementation Guide v2.5.1, p.23— EXAMPLE 1:
Implies1 relationship
Reports tagged with MergerAcquisitionDivestiture subject typically require ProductFocus to be set to Issuer, as mergers involve specific companies rather than general topics
RIXML Implementation Guide v2.5.1, p.24— EXAMPLE 3: