Case Study CS Research

"Multichanneling Responsive Design"

OBJECTIVE

In the year 2000 everything started with Word and Excel. Word was used to create PDF publications, which were then sent by E-mail as attachments. Today, research content must be presented in various channels (multichanneling) and research studies must be available as HTML5 in response design and as PDF.
In times of MiFID II, the costs for the provision and distribution of research content must be minimal at the same time.

CHALLENGES

MiFID II: The dissemination of research content is subject to strict regulatory requirements.
Research content should be provided in many channels to achieve high visibility.
High reusability of research content: Write once use everywhere. According to the special features of a distribution channel, the appropriate content should and must be distributed without having to rewrite and make available the research statements.
Stable programmatic access to research content such as texts, charts, tables (financial key figures) for automated provision of desired passages per distribution channel.

PROCEDURES

Development of an own generation process for the creation of various technical formats such as Word, PDF, HTML5 on the basis of one and the same text input.
Separation of data, text and layout to ensure maximum reusability of content. This allows the creation of a wide variety of document types and formats.
Provision of convenient functionalities for the content software's own generation processes, such as those offered by Word for text creation, for example
Component-based publication creation: Authors can flexibly use the components they need for a publication. Typical components are: headline and abstract, continuous text, key figure table(s), chart(s), bull & bear, SWOT.

CUSTOMER BENEFITS

A research analyst creates a publication. This is simultaneously created as HTML5 in Responsive Design for an optimised display from smartphone to desktop and as PDF for provision in the classic sense or for printing.
At the same time, the HTML publication can be sent as an e-mail or excerpts of the publication can be used automatically for e-mail distribution and the publication can be distributed as a link to the research portal.
The headline and abstract are distributed to social media channels such as Twitter and Co. together with a link to the publication.
In this way, interested parties can be made aware of current research topics and regulatory requirements can be met at the same time, because the publication is only made available when the interested party has been identified as a paying customer or has been acquired as a new customer.
The PDF publication is also made available simultaneously to numerous contribution platforms such as Bloombeeg, CapitalIQ, Refinitiv, ...