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

AMI Publish and AMI Share functions of AMI Enterprise

Intelligence.

AMI Search, AMI Collect, and AMI Analyze are described in

separate presentations.

Build the classification plan Chose the section and

authorised user. Link the folder to its respective automated collection

scenario. Data collected by the associated

scenario will be placed in this folder for review and

authorisation prior to publishing

Chose the section and authorised user. Link the folder to its respective automated collection

scenario. Data collected by the associated

scenario will be placed in this folder for review and

authorisation prior to publishing

Define the structure of the classification plan and organise

the way in whcih documents collected into the system will be

managed.

Define the structure of the classification plan and organise

the way in whcih documents collected into the system will be

managed.

Select Documents

Documents collected into the system according to the criteria set

in the corresponding automated data collection scenario.

Documents collected into the system according to the criteria set

in the corresponding automated data collection scenario.

Open the document to review, validate, add comments, relevance

and confidence markers prior to publishing

Open the document to review, validate, add comments, relevance

and confidence markers prior to publishing

Document Context

Add comments Add comments

Add “Confidence” and “Relevance” markers to the document and “ expiry” dates if required

Add “Confidence” and “Relevance” markers to the document and “ expiry” dates if required

Title and Source Title and Source

Automatically generated Summary Automatically generated Summary

Position in publishing workflow

Position in publishing workflow

Edit, validate and enrich documents

Add images or other multimedia objects

Add images or other multimedia objects

Highlights (against search terms) Highlights (against search terms)

Page layout tools Page layout tools

Sharing the information

Document TitleDocument Title

Source Source

E-Mail to other users

Comments Comments

Documents by same Author

Linked Topics

.Original

Scenario Collected

under

Original Scenario Collected

under

AMI Share is our Consultation Portal with personalised interface for all users with necessary rights to access,

read and share documents

Important Note:

Data collection processes can retrieve

documents that may be subject to specific

copyright terms and conditions regarding

their distribution.

AMI advises all customers to ensure they

take the time to read any such conditions

and comply with them accordingly.