CoveredEntitiesType
RIXML 2.5 Complex Type
A complex type that defines which entities can be covered in coverage update communications. Enhanced in version 2.5 to include Specialty as a covered entity type, expanding beyond traditional asset classes, securities, and geographic regions to include specialized research areas.
Usage
Used within CoveredEntities element in coverage update side-car documents. Supports choice of multiple entity types including AssetClass, AssetType, SecurityType, Issuer, Security, SectorIndustry, Region, Country, Index, Discipline, and the newly added Specialty. Unbounded maxOccurs allows multiple entities to be covered.
Business Context
Essential for research organizations managing analyst coverage assignments and communicating coverage changes to distribution partners. The addition of Specialty enables more granular coverage tracking for specialized research areas beyond traditional sector coverage.
Where It Fits
Elements using this type (1)
Definition
| Composition | choice |
| Abstract | No |
Contained Elements
| Element | Type | Min | Max |
|---|---|---|---|
AssetClass | (complex) | 1 | 1 |
AssetType | (complex) | 1 | 1 |
SecurityType | (complex) | 1 | 1 |
Issuer | (complex) | 1 | 1 |
Security | SecurityType | 1 | 1 |
SectorIndustry | SectorIndustryType | 1 | 1 |
Region | (complex) | 1 | 1 |
Country | (complex) | 1 | 1 |
Index | (complex) | 1 | 1 |
Discipline | string | 1 | 1 |
Specialty | (complex) | 1 | 1 |
Version History
Unchanged since introduction in RIXML 2.5
Design Decisions
Added Specialty element to CoveredEntitiesType to enable specialties as covered entities in coverage updates
Provides support for tracking coverage of specialized areas or research specialties within the coverage update side-car schema
RIXML Release Notes v2.5, p.29
Semantic Relationships
Broadens1 relationship
Specialty element expands the coverage update capabilities by allowing specialties to be tracked as covered entities in coverage management
RIXML Release Notes v2.5, p.29— Support Specialties as Covered Entities