SecurityType
RIXML 2.5 Complex Type
Specifies the specific type of security instrument, providing detailed classification beyond asset class and asset type. Examples include stock, convertible, high yield credit, and investment grade credit. Can be attached to Context elements for research classification or Security elements for instrument specification. Supports weighting actions and contains rating/weighting child elements.
Usage
Optional within Security elements and Context elements for detailed security classification. Must specify securityType attribute from enumerated values or PublisherDefined. When using PublisherDefined, must include publisherDefinedValue attribute. Can include optional weightingAction attribute and Rating/Weighting child elements.
Business Context
Provides the most specific level of security classification, essential for precise investment categorization and risk management. Critical for fixed-income research where security type distinctions affect credit analysis, regulatory capital requirements, and portfolio construction constraints.
Where It Fits
Elements using this type (1)
Definition
| Composition | sequence |
| Abstract | No |
Contained Elements
| Element | Type | Min | Max |
|---|---|---|---|
SecurityID | (complex) | 1 | unbounded |
FinancialDates | string | 0 | 1 |
SecurityFinancials | (complex) | 0 | unbounded |
SectorIndustry | SectorIndustryType | 0 | unbounded |
Weighting | (complex) | 0 | unbounded |
SecurityName | string | 0 | 1 |
SecurityShortName | string | 0 | 1 |
AssetClass | (complex) | 1 | 1 |
AssetType | (complex) | 1 | 1 |
SecurityType | (complex) | 0 | 1 |
Rating | (complex) | 0 | unbounded |
Attributes
targetPriceActionTargetPriceEnum |
Highlights an action taken by the publisher. Indicates that the publisher is changing their target price estimate for a Security. Example: a publisher increases a target price for Security ABC to $100. optionalSince 2.1 |
estimateActionEstimateEnum |
If this financial value is an estimate, the estimateAction attribute can be used to indicate an action, such as reiterate or upgrade, that applies to this estimate. Intended to provide support for the case where an author is including more than one estimate action in the same report -- for example, reiterating his current fiscal year estimate and upgrading his next fiscal year estimate. 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 |
primaryIndicatorYesNoEnum |
Indicates the primary PersonGroup, when more than one are specified. 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 |
Version History
Unchanged since introduction in RIXML 2.2
Semantic Relationships
Qualifies2 relationships
Asset class works in conjunction with security type to provide comprehensive asset classification
RIXML Research Data Dictionary v2.5.1, p.56— AssetClass
Asset type works in conjunction with security type to provide comprehensive asset classification
RIXML Research Data Dictionary v2.5.1, p.56— AssetType
Requires1 relationship
Publisher-defined value is used when security type value is set to PublisherDefined to specify custom security types
RIXML Research Data Dictionary v2.5.1, p.60— Elements and Attributes