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Capital markets · Research and record context

Follow the instrument.
Read the source.

Connect instruments, issuers, events and research documents so analysts can inspect the records behind a question.

Discuss your research workflow Explore the quickstart

An issuer is the link. A source is the evidence.

Start with an instrument's recorded issuer. Inspect the linked event, filing and research note without losing the document version each passage came from.

Instrument, issuer and research lineageIllustrative records
One issuer. Several source records.Research context, with revisions
InstrumentINS-104Instrument recordIssued by
IssuerISS-18Example issuer
  1. Issuer eventEVT-08Publication reference → DOC-21
  2. Filing revisionDOC-21 · v2Retains the reference to v1
  3. Research noteNOTE-06Cites DOC-21 · v1
The filing changed. The citation has a version.Inspect the illustrative revision trail
DOC-21 / v1Original passage

“Reporting period: Q1.”

DOC-21 / v2Corrected passage

“Reporting period: Q2.”

NOTE-06Cited source: v1

The application can show the cited version alongside the correction for review.

All identifiers and passages are illustrative. Source versions are records your ingestion pipeline maintains; they are not an automatic historical snapshot of every data model.

Context for the analyst's next question.

01 / Issuer research

What did the source actually say?

Find a filing or research passage by its wording or meaning. Return the original document ID and revision with the result.

Search source text
02 / Exposure context

Which records point to this issuer?

Join stored position and instrument records, then follow declared issuer relationships. Your application defines the scope and the analyst interprets it.

Query related records
03 / Source revisions

Which version informed the note?

Keep corrected documents associated with earlier versions. Store the source reference used for a note so a reviewer can reconstruct that context.

Model source versions

A role for each model

Query facts.
Trace references.
Retrieve passages.

Use source IDs to connect the results in your research application.

SQL

Records and filters

Filter instruments, join positions and inspect event timestamps.

SQL reference
Graph

Entity relationships

Traverse declared instrument, issuer and related-entity references.

Graph schema
Full-text

Terms and phrases

Find exact wording or rank matching passages in indexed source text.

Full-text reference
Vector

Similar passages

Retrieve research text using supplied embeddings, then inspect its source.

Vector schema

Make provenance part of the data model.

Begin with a sample issuer, its instruments and a document that has been revised.

  1. 01

    Separate the timestamps.

    Store publication time, ingestion time and source revision as explicit fields. The application chooses which version a query should use.

    Schema reference
  2. 02

    Index the source passages.

    Attach document and revision IDs to text and embeddings. Write each index through its own endpoint and track source updates in ingestion.

    Index document text
  3. 03

    Test the research trail.

    Check whether a result resolves to its original passage after a correction. Apply your application's data entitlements and retain the cited version.

    Authentication reference

The database supplies record context and retrieval. Market interpretation and any resulting action remain with your application and analysts.

Review your data flow