A Case Study: Enhanced Banking Analytics 10 TH XBRL INTERNATIONAL CONFERENCE, Brussels November 2004 Presented by: Liv A. Watson Vice President XBRL – EDGAR Online, Inc lwatson@edgar-online. com
Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report d in XBRL 3 Highlights from the study 4 5 Demo Benefits of Market Data Aggregator
Introduction ® EDGAR Electronic Data Gathering Analysis and. Retrieval: The SEC database of all US company filings and the source for most US business news and analysis sm ® EDGAROnline EDGAR Online is a leading provider of value-added business and financial information on global companies to financial, corporate, and advisory professionals.
Corporate Overview q Our Products q Seat-based subscription services q API’s and Data feeds q Custom Solutions q Our Customers q Nasdaq Listing Qualifications q Professional Users - Corporations, Financial Institutions, Legal q Data vendors and e-content providers q Strategic Partners: Microsoft Hitachi Yahoo ….
Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report d in XBRL 3 Highlights from the study 4 5 Demo Benefits of Market Data Aggregator
Modernizations of the Collection and Distributi Banking Call Reporting Data On June 17, 2003 The Federal Financial Institutions Examination Council (FFIEC) announced the first step in an interagency effort to modernize and streamline how federal bank regulators collect, process and distribute quarterly bank financial reports. Implementation Team
About the Study § Q 3/04 - EDGAR Online initiated a market feasibility study to evaluate the opportunity for commercialization of the modernization of FDIC Call Report reporting process. § Research Methodology: § Sampling § Investment Banking, Equity Research, Treasury Departments at Banks, Industry Researchers Government Agencies , Others § Survey/In-Depth Interviewing § combination of a survey (specific questions) and an in-depth interview (informal openended questions). Supply Chain: 1 2
Commercialization of Call Report Data in XBRL: 1 Potential Issues: § Regulatory and Public Data Dissemination: § Primary issue is regulatory agencies potentially competing with the commercial market place versus public accessibility. § Data aggregation § Industry analysis § Aggregated reports § Statistics § Qualitative analysis Industry Analysis Report & Statistics
Commercialization of Call Report Data in XBRL: 2 Commercialization: § Limited Market for Call Report Data alone. Market Opportunities: § Additional Data Set § News, SEC Filings, International data, ect § Additional Value Add § Predefined searches, calculations, graphic displaysect. Sample Analysis of Call Report Data: § § § § Takeover and merger Analysis of regional banks Research reports Industry analysis Peer analysis Derivative investment Affiliate revenue analysis
Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report da in XBRL 3 4 5 Demo Highlights from the study Benefits of Market Data Aggregator
Highlights Summary § Majority of the people interviewed did not know about the FFEIE modernization project. § Users overwhelmingly support for modernization. § Main drivers: Lack of timeliness, depth, accuracy and use of the available data § Preferred Tools: § Browser based or Excel § Market Place § Few concentrated vendors § Many users get there data directly from the FDIC website
Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report da in XBRL 3 4 5 Demo Highlights from the study Benefits of Market Data Aggregator
Benefit to Data Aggregators as Open Meta Standa are adopted by regulatory agencies. Regulatory Filings Plug-in Custom Macros News and Research Filing Feed Fundamental Data DB Web Service Microsoft Excel Internet Other Market Data • Enrich dataset for enhanced products. • Speed: Time to market. • Data Quality: Enhanced accuracy of multiple data types. Third Party & Proprietary Applications Existing Models Work sheets
q EDGAR Online’s XBRL Strategy
EDGAR Online XBRL Datasets EDGAR Online’s datasets allow users to realize the benefits of XBRL today. Benefits Description Automation The automated EDGAR Online data extraction process greatly reduces the time it takes to get detailed financials to the market Standards US GAAP based XBRL datasets provide several hundred standard data elements which can be used in analysis and comparisons. Extensions Inclusion of company extensions in XBRL datasets provide a comprehensive view into the companies financials Scope By the first quarter of 2005 EDGAR Online will provide XBRL datasets for all US equities History Over five years (22 quarters) of data will be available for historical analysis
Dataset Delivery New products from EDGAR Online will facilitate the delivery of XBRL formatted content to the users fingertips. Product Description Web Service For requesting and retrieving datasets and data. Excel Add-in For the analysis of data in a tool and format familiar to users. Enhanced Analytics For value added analysis for Microsoft Excel and EDGAR Online Pro.
Enhanced Analytics The availability of XBRL datasets and an Excel Add-in from EDGAR Online will facilitate enhanced data analysis EOL Plug-in Custom Macros Fundamental Data DB EOL Web Service Microsoft Excel Internet Existing Models Work sheets Third Party & Proprietary Applications § Users can import XBRL data directly into existing Microsoft Excel Macros and Models § Third party analysis and benchmarking applications can leverage XBRL data through the web service § Pre-packaged EDGAR Online templates will provide out of the box benchmarking and analysis tools for Add-in users
Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report da in XBRL 3 4 5 Demo Highlights from the study Benefits of Market Data Aggregator
Questions? Liv A. Watson Vice President of XBRL – EDGAR Online, Inc (p) +1. 203. 856. 8986 (e) lwatson@edgar-online. com
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