This document provides an overview of how to use the AMI Enterprise Intelligence platform to collect, organize, review, enrich, and share documents related to MiFID, the Markets in Financial Instruments Directive. It describes setting up a classification plan to organize collected documents, reviewing and validating documents, adding comments and metadata, and sharing curated documents with other users through the AMI Share consultation portal. It notes that customers should comply with any applicable copyright terms for distributed documents.

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 .

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

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

6. Edit, validate and enrich documents Add images or other multimedia objects Highlights (against search terms) Page layout tools

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