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Selecting documents with AMI Publish

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Selecting documents with AMI Publish

  1. 1. Overview <ul><li>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. </li></ul><ul><li>This presentation illustrates how to cover this subject using the AMI Publish and AMI Share functions of AMI Enterprise Intelligence. </li></ul><ul><li>AMI Search, AMI Collect, and AMI Analyze are described in separate presentations. </li></ul>
  2. 3. 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 Define the structure of the classification plan and organise the way in whcih documents collected into the system will be managed .
  3. 4. Select Documents 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
  4. 5. Document Context Add comments Add “Confidence” and “Relevance” markers to the document and “ expiry” dates if required Title and Source Automatically generated Summary Position in publishing workflow
  5. 6. Edit, validate and enrich documents Add images or other multimedia objects Highlights (against search terms) Page layout tools
  6. 7. Sharing the information Document Title Source E-Mail to other users Comments Documents by same Author Linked Topics . 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
  7. 8. Important Note: <ul><li>Data collection processes can retrieve documents that may be subject to specific copyright terms and conditions regarding their distribution. </li></ul><ul><li>AMI advises all customers to ensure they take the time to read any such conditions and comply with them accordingly. </li></ul>

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