Summary of current and prior versions of all RIXML Standards

The RIXML Standards Suite has included the following versions:

RIXML Research Standard  v2.5 (current)      v2.4   v2.3.1   v2.3   v2.2   v2.1   v2.0   v1.0 
RIXML Interactions Standard v2.0 (current)     v1.0
RIXML Coverage Updates Standard     v2.5 (current)     v2.4
RIXML Roster Updates Standard v2.5 (current)     v2.4
     

Documentation and schema files for all versions of the standards in the RIXML Standards Suite are below: 

RIXML Research Standard

Release: RIXML Research Standard v2.4
Release date: 05 Feb 2013
Comments: Added terms and definitions to many enumeration lists; added major new element for describing organization expertise (with sub-structure); added additional person details; updated structure of Rating element; added mirror tags for certain tags to enable formatting. Does not break backward-compatibility with version 2.3.1.
Documentation: RIXML Standards Data Dictionary (.pdf)
RIXML v2.4 Release Notes (.pdf)
RIXML Research Level One v2.4 Definition Document (.pdf)
Schema files: RIXML Research Schema v2.4 Main (.xsd)
RIXML Schema v2.4 Common (.xsd)
Schema Data Types (.xsd)

    

Release: RIXML Research Standard v2.3.1
Release date: 11 Jan 2010
Comments: Patch release containing a spelling correction to one of the enumerations. Does not break backward-compatibility with version 2.3.
Documentation: RIXML Research Standard v2.3.1 User Guide (.pdf)
RIXML v2.3.1 Release Notes (.pdf)
RIXML Research v2.3.1 Level One Definition Document (.pdf)
Schema files: RIXML Research Schema v2.3.1 Main (.xsd)
RIXML Common v2.3.1 Schema (.xsd)
RIXML Data Types v2.3.1 Schema (.xsd)

   

Release: RIXML Research Standard v2.3
Release date: 13 Apr 2009
Comments: Improved definitions of more than 120 enumerated values; changed some tag cardinalities from required to optional based on real-world use cases that demonstrated that some tags formerly marked as required did not always apply and should be optional. Does not break backward-compatibility with version 2.2.
Documentation:

RIXML Research Standard v2.3 User Guide (.pdf)
RIXML v2.3 Release Notes (.pdf)
RIXML Research v2.3 Level One Definition Document (.pdf) 

Schema files: RIXML Research Schema v2.3 Main (.xsd)
RIXML Schema v2.3 Common (.xsd)
RIXML Schema v2.3 Data Types (.xsd)

   

Release:

RIXML Research Standard v2.2

Release date: 26 Mar 2005
Comments: Updated specification to facilitate use of XBRL tagging; also imposes constraints on the tags covering language, currency, and country codes in order to enforce use of corresponding ISO standards. Does not break backward-compatibility with version 2.1.
Documentation: RIXML Research Standard v2.2 User Guide (.pdf)
RIXML Research Standard v2.2 Release Notes (.pdf)
RIXML Research v2.2 Level One Definition Document (.pdf)
Schema files: RIXML Research v2.2 Schema Main (.xsd)
RIXML Schema v2.2 Common (.xsd)
RIXML Schema v2.2 Data Types (.xsd)

      

Release:

RIXML Research Standard v2.1

Release date: 25 Mar 2003
Comments: Major release incorporating updated information regarding tagging of ratings. Does break backward-compatibility with 1.0 and 2.0.
Documentation: RIXML Research v2.1 User Guide (.pdf)
RIXML Research v2.1 Release Notes (.pdf)
Schema file: RIXML Research v2.1 Schema (.xsd)

  

Release:

RIXML Research Standard v2.0

Release date: 20 Jun 2002
Comments: Major release pulling together improvements along five vectors: globalization, events, distribution/entitlements, financial data, and fixed income. Does break backward-compatibility with 1.0.
Documentation: RIXML Research v2.0 User Guide (.pdf)
RIXML Research v2.0 Summary (.xls)
Schema file: RIXML Research v2.0 Schema (.xsd)

   

Release:

RIXML Research Standard v1.0                                                                                                              

Release date: 20 Jun 2001
Comments: Initial production release of the RIXML standard.
Documentation: RIXML Research v1.0 User Guide (.pdf)
RIXML Research v1.0 Release Notes (.pdf)
Schema file: RIXML Research v1.0 Schema Common (.xsd)

 

RIXML Interactions Standards

Release: RIXML Interactions Standard v2.0
Release date: 05 Sep 2019
Comments:

Major update to RIXML Interactions Standard.  The Interactions Standard will now utilize tags and tag sets (simple and complex elements, attributes, and complex types) from the common schema currently utilized by the other RIXML standards. Also, the method of identifying the number and types of firms involved in an interaction has been improved, the tags used to identify the firms and individuals involved in an interaction have been reorganized, the ability to connect related interactions has been enhanced, the ability to connect related research content has been added, and the mechanism to track the status of both the interaction itself and of each participant in the context of the interaction has been refined.

Documentation: RIXML Interactions v2.0 Data Dictionary (.pdf)
Schema files: RIXML Interactions v2.0 main schema (.xsd)
RIXML Common v2.6 schema (.xsd)
RIXML Data Types v2.6 schema (.xsd)

    

Release:

RIXML Interactions Standard v1.0

Release date: 1 Nov 2017
Comments: Initial production release of the RIXML Interactions Standard.  The RIXML Interactions Standard is designed to help firms comply with the European Union’s revised Markets in Financial Instruments Directive (MiFID II).
Documentation: RIXML Interactions v1.0 Data Dictionary
Schema files: RIXML Interactions v1.0 schema

  

RIXML Coverage Updates Standard

Release: RIXML Coverage Updates Standard v2.4
Release date: 05 Feb 2013
Comments: Initial production release of RIXML Coverage Updates Standard.  Does not break backward-compatibility with version 2.3.1.
Documentation: RIXML Standards Data Dictionary (.pdf)
RIXML v2.4 Release Notes (.pdf)
Schema files: RIXML Coverage Updates v2.4 Main (.xsd)
RIXML Schema v2.4 Common (.xsd)
Schema Data Types (.xsd)

    

RIXML Roster Updates Standard

Release: RIXML Roster Updates Standard v2.4
Release date: 05 Feb 2013
Comments: Initial production release of RIXML Roster Updates.  Does not break backward-compatibility with version 2.3.1.
Documentation: RIXML Standards Data Dictionary (.pdf)
RIXML v2.4 Release Notes (.pdf)
RIXML Research Level One v2.4 Definition Document (.pdf)
Schema files RIXML Roster Updates v2.4 Main (.xsd)
RIXML v2.4 Common (.xsd)
RIXML v2.4 Data Types (.xsd)

 

 

Improving efficiency and streamlining workflows are core concepts behind RIXML. Therefore, if there are ISO or other standards already in common use in the investment industry that relate to particular tags, the RIXML technical committee generally chooses to use those existing tags or standards rather than creating separate ones. Below are links to information regarding the other standards we utilize within the RIXML standard. The links provided here are external to RIXML.org.

Disclaimer: Please note that these web sites are owned and operated by third parties and we have no control over them or their content. We accept no liability for any statements, information, products or services that are published on or may be accessible through any web sites owned or operated by third parties.

Country Codes

In the RIXML specification, country codes are specified with the ISO 3166-1 specification. RIXML uses ISO 3166 2-character ISO standard for identifying countries. For example, the identifier for the United States is 'US', not 'USA' or 'U.S.' or 'United States'. A list of those two-character codes is available here.

Currency Codes

All currencies used within the RIXML specification adhere to the ISO 4217 three-character alphabetic codes. A list of those codes is available here.

Date/time

RIXML uses ISO 8601 for all date/time tags. Further information can be found here.

GICS codes

The Global Industry Classification Standard (GICS) was developed by Morgan Stanley Capital International (MSCI) and Standard & Poor's (S&P). The GICS classifications are designed to provide the global financial community with accurate, complete and standard industry definitions. A list of those codes is available here.

ICB codes

Dow Jones Indexes and FTSE have created a classification system called the Industry Classification Benchmark (ICB). The system is supported by the ICB Universe Database, which contains over 40,000 companies and 45,000 securities worldwide from the FTSE and Dow Jones universes. The coverage makes the database a comprehensive tool for global sector analysis. Learn more here.

Language Codes

Both the Product and Resource objects use the ISO 639-2/T specification to identify language. For example, the identifier for English is ‘eng’, not ‘en’ or ‘English’). A list of the three-character language codes is available here.

Market Identifier Code

RIXML uses ISO 10383 Market Identifier Code found here.

Media Types (formerly MIME Types)

The RIXML Resource object has a tag for specifying the MIME type of the attached or linked media. MIME types are explained and defined in RFC 2046, available here.

XBRL for financial data

Because the XBRL protocol is designed to address the specific requirements of describing financial information, the RIXML specification directs users to insert the appropriate XBRL tags and content when they are tagging financial information. RIXML.org has an affiliated relationship with XBRL.org, where we interact at the working group level to build synergies and establish workflow integration, in order to exploit the mutual benefits of the RIXML.org tagging structure for research-published metadata tags and the rich financial data and accounting metadata tagging structure that XBRL.org offers. Our organization has played a prominent role participating in XBRL.org industry and topical forums. See www.xbrl.org/US for further details.

 

 

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Friday session ad

Our Friday Topic Series has concluded; however, we are in the process of making replays of the presentation portion of many of these meetings available.  These videos include the list of questions we would like your input on as we plan for RIXML v3.0, so feel free to watch them and let us know your thoughts - and feel free to share them with your colleagues as well!

Componentization

Entitlements

Tagging of Non-Standard Research