RIXML Documentation

ProductCategoryEnum

RIXML 2.5 Enumeration

14 values

Enumeration defining research product format categories. Includes Comment (short-shelf-life responses to recent events), Report (in-depth narrative analysis), Model (mathematical analysis), Charts (graphical data), Compilation (multi-analyst/discipline content), Presentation (slide format), Event (meeting notifications), Primer (subject introductions), Directory (analyst listings), Glossary (term explanations), Overview (brief industry/company pieces), EventInvitation, PostEventSummary, and PublisherDefined.

Usage

Required attribute on ProductCategory element to classify the format and presentation style of research content. Single product category per product.

Business Context

Essential for research consumers to understand the type and expected depth of analysis, enabling appropriate consumption patterns and workflow routing in research distribution systems.

Source:data-dictionary-2.5.1
Schema:RIXML-datatypes-2_5.xsd:40

Where It Fits

Elements using this type (1)

Definition

Base Typestring

Enumeration Values

Comment
Comment

Brief research pieces with short shelf life, typically created in response to recent market events or developments

Use for timely, reactive content addressing events within the previous 24 hours that requires immediate distribution [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Report
Report

In-depth narrative analysis with longer-term relevance, providing comprehensive coverage of topics in any media format

Use for detailed analytical content that provides thorough examination and has lasting value beyond immediate events [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Model
Model

Mathematical models and analytical frameworks used for quantitative analysis and forecasting

Use for quantitative tools, financial models, or mathematical frameworks designed for analytical purposes [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Charts
Charts

Visual representations of data including graphs, diagrams, and other pictorial displays of information

Use for content that primarily consists of graphical data presentations and visual analytics [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Compilation
Compilation

Aggregated content combining work from multiple analysts, disciplines, or product types that doesn't fit other categories

Use for composite research products that integrate diverse analytical perspectives or multiple content types [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Presentation
Presentation

Content structured for audience presentation, typically in slide format with condensed bullet points rather than full narrative

Use for materials originally designed for presenting to groups, featuring abbreviated content suitable for oral delivery [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Event
Event

Meeting notifications or announcements for upcoming events and conferences

Use for content that announces, invites, or provides details about scheduled events or meetings [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Primer
Primer

Introductory or overview content that explains a subject, methodology, or concept for educational purposes

Use for educational content that provides foundational knowledge or explains analytical approaches [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Directory
Directory

Organized listings of analysts, departments, or other entities with relevant contact and coverage information

Use for reference materials that catalog personnel, coverage areas, or organizational information [RIXML Research Data Dictionary v2.5.1 p.95]

ActiveSince 2.1
Glossary
Glossary

Collections of specialized terms and definitions organized by sector, industry, asset class, or asset type

Use for reference materials that define terminology and concepts specific to particular areas of expertise [RIXML Research Data Dictionary v2.5.1 p.96]

ActiveSince 2.1
Overview
Overview

Concise, single-focus pieces providing brief coverage of an industry or company

Use for short-form content that provides quick insights into specific topics without extensive detail [RIXML Research Data Dictionary v2.5.1 p.96]

ActiveSince 2.1
EventInvitation
Event Invitation

Formal invitations to participate in events, conferences, or meetings

Use for content specifically designed to invite participation in scheduled events [RIXML Research Data Dictionary v2.5.1 p.96]

ActiveSince 2.5
PostEventSummary
Post Event Summary

Summary content documenting key points and outcomes from completed events or meetings

Use for content that captures and communicates the results or highlights from concluded events [RIXML Research Data Dictionary v2.5.1 p.96]

ActiveSince 2.5
PublisherDefined
Publisher Defined

Custom category for research products that don't align with any standard RIXML categories

Use when the research product has unique characteristics that don't match any of the predefined RIXML product categories [RIXML Research Data Dictionary v2.5.1 p.96]

ActiveSince 2.1

Examples

<!-- Example usage of ProductCategoryEnum enumeration -->
<element type="ProductCategoryEnum">Comment</element>

Version History

2.1
+Introduced
2.5
+Added values: EventInvitation, PostEventSummary

Business Rules

MUST

Event product category must be used specifically for pre-event announcements, not invitations or summaries

validationevent-managementcategorization
MUST

EventInvitation product category must be used for event invitations, distinct from announcements

validationevent-managementcategorization
MUST

PostEventSummary product category must be used for post-event summaries, distinct from announcements

validationevent-managementcategorization
SHOULD

The PublisherDefined enumeration value should only be used when no existing enumerated value is appropriate or close to the desired value

enumeration-usagestandardization

Design Decisions

Added EventInvitation enumeration value to ProductCategoryEnum

Needed to distinguish between pre-event announcements, event invitations, and post-event summaries for better event categorization

RIXML Release Notes v2.5, p.28

Added PostEventSummary enumeration value to ProductCategoryEnum

Needed to distinguish between pre-event announcements, event invitations, and post-event summaries for better event categorization

RIXML Release Notes v2.5, p.28

Semantic Relationships

Requires3 relationships

When enumerated values don't fit standard options, PublisherDefined enables custom values through the PublisherDefinedValue element

RIXML Research Data Dictionary v2.5.1, p.14Enumerated values are exclusive

Compilation reports covering numerous securities across multiple sectors should use unfocused as the product focus classification

RIXML Research Data Dictionary v2.5.1, p.20Compilation Reports

EventVenueMUST

EventVenue is required when ProductCategory productCategory is set to Event

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

Constrains3 relationships

In compilation reports, primary indicator should rarely be set to Yes for any company unless the report contains critical information about that company not available in separate focused reports

RIXML Research Data Dictionary v2.5.1, p.20Compilation Reports

Publishers should minimize use of PublisherDefined option and instead utilize standard enumerated values to ensure consistency across implementations

RIXML Implementation Guide v2.5.1, p.19For content producers

ProductCategory attribute must take values from the ProductCategoryEnum enumeration

RIXML Level One Addendum v2.5, p.21Research.Product.Context.ProductDetails.ProductCategory

Contrasts With4 relationships

Comments have a very short shelf life and respond to recent events within 24 hours, while reports are more in-depth with longer perceived shelf life

RIXML Research Data Dictionary v2.5.1, p.95Comment

Event value represents pre-event announcements while EventInvitation specifically handles formal invitations to events

RIXML Release Notes v2.5, p.28Need to distinguish

Event value covers pre-event announcements while PostEventSummary handles documentation that occurs after the event concludes

RIXML Release Notes v2.5, p.28Need to distinguish

EventInvitation handles pre-event formal invitations while PostEventSummary covers post-event documentation and analysis

RIXML Release Notes v2.5, p.28Need to distinguish

Triggers Action1 relationship

When productCategory is PublisherDefined, the publisherDefinedValue attribute holds the custom category name

RIXML Level One Addendum v2.5, p.21Research.Product.Context.ProductDetails.ProductCategory