Overview AMI has been interested for several weeks in MiFID, the Markets in

Financial Instruments Directive. MiFID is a major part of the European Union’s Financial Services Action Plan (FSAP), which is designed to create a single market in financial services.

This presentation illustrates how to cover this subject using the Search and automated data collection functions of AMI Enterprise Intelligence.

AMI Publish, AMI Share, and AMI Analyze are described in separate

presentations.

Collection of Information

Business

Professional Institutions

Trade Associations

Legislation

Specialist and GeneralPress

AMI Automated Collection

My areas of Interest

PersonalisedResults

My areas ofInterest

Personalised Results

The « Must Contain » section rules that specified words or phrases must be in the sought after document

The « Similar to » section specifies

additional areas of interest for

research but not mandatory

Select the sources to apply to this

automated search scenario

Collection and Monitoring plan

The minimum level of relevance

required and frequency of

delivery can be fixed for each

scenario

Subject

Scenario

Document Title

Source

Themes and Topics

Automatically discovered

Key quotations generated

automatically

E-mail alerts can be received at preset frequency – hourly, daily, weekly etc

Select sources, Internal (e.g Intranet, E-Mail archive) and

External (e.g. Real time news feed, Media News

sites)

Submit query in language of choice

Each result comprises a title with Hyperlink, Summary, Relevance ranking, Source, Language and

Similar document function

Filter the results by Site (external), Sources (internal) or by Language.

Sorting the results

Search using associated metadata: Names,

Locations, Organisations

Dynamic classification (clusterisation) of the results starting from the initial request (in this example, the request is “Financial Instruments

Directive” on internal sources).

Similar requests that have already been submitted are automatically suggested