Skip to content
Start free
All industries

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.

5 use cases / Capital markets

The right modalities for your workflow.

Start with the combination that fits your question. These are recommended starting points; the best fit depends on your data and query patterns.

Capital markets: use cases, recommended query modalities and why each combination fits.
Use caseRecommended modalitiesWhy this combination fits
Order and trade analysis

Inspect trading activity by instrument, account and period.
SQL

SQL filters and joins order and trade records, then aggregates the selected activity for analysis.
Entity and ownership exploration

Trace relationships between issuers, entities and instruments.
SQL Graph

SQL supplies entity and instrument attributes. Graph traverses the ownership and issuance relationships in your data.
Surveillance case evidence

Explore related accounts and search the documents attached to a case.
SQL Graph FTS

SQL narrows recorded activity, Graph follows account and entity links, and FTS locates references in case evidence.
Filings and research retrieval

Find relevant passages across filings and research publications.
SQL FTS Vector

FTS matches names and phrases; Vector finds similar themes. SQL provides issuer, date and document-version context.
Connected research workspace

Expand a research result into its issuer network and supporting sources.
SQL Graph FTS Vector

FTS and Vector retrieve source passages, Graph expands issuer relationships, and SQL supplies dated instrument and document records.

Combine query results in your application using shared record IDs. Keep text indexes and embeddings updated as the source data changes.

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