The document outlines a partnership between Lucidworks and Thomson Reuters aimed at enhancing investment performance through advanced search and analytics solutions. It details the use of Thomson Reuters Intelligent Tagger and Lucidworks Fusion for effective data management, search capabilities, and machine learning integration. Key features include customizable indexing, cognitive signals for relevance tuning, and a focus on improving user experience in financial research and analytics.

1. Lucidworks + Thomson Reuters for
Improved Investment Performance

2. Agenda
• Introductions
• Thomson Reuters Intelligent Tagger (TRIT)
• Fusion
• Demo of TRIT
• Key use cases in Finance
• How Fusion and TRIT work together
• Demo
• Q&A

3. Thomson
Reuters
Intelligent
Tagging
Demo
PERMID.ORG
3

4. Tagging
–
maximize
insights
from
research
reports
and
unstructured
data
Unstructured content (including Thomson
Reuters)
Connecting entities and PermIDs Calculating relevance scores Enhanced search

5. PERMID
The Open Identifier Strategy
5
PermID
is
unique
in
the
market
place,
due
to
its
breadth
&
depth,
and
openness

6. PermID

7. Based in San Francisco
Offices in Bangalore, Bangkok,
New York City, Raleigh, Munich
Over 300 customers across the
Fortune 1000
Fusion, a Solr-powered platform
for search-driven apps
Produces the world’s largest open
source user conference dedicated to
Lucene/Solr
Lucidworks is the primary sponsor of
the Apache Solr project
Employs over 40% of the active
committers on the Solr project
Contributes over 70% of Solr's
open source codebase
40%
70%

8. User expectations changed.
1

9. 2
Search, Discovery and
Analytics are three sides of
the same coin

10. Understanding users is too
slow and too complicated
3

12. Next-Gen Results.
No Degree Required.

13. • Cognitive: Signals aggregation
learn and automatically tune
relevancy and drive
recommendations out of the box.
• Rules when you need them:
Point-and-click query pipeline
configuration and rules module
allow fine-grained control of
results.
• Science, not guessing:
Experiment management and
bandits do the heavy lifting of
systematically testing new ideas.

14. Simplified App Dev

15. • Over 50 connectors and a
robust parsing framework to
seamlessly ingest all your data
• Powerful pipeline stages:
Customize fields, stages,
synonyms, boosts, facets, and
dozens of other powerful search
stages.
• Point and click Indexing
configuration and iterative
simulation of results for full
control over your ETL process
• Your security model enforced
end-to-end from ingest to
search across your different
datasources

16. Trusted Technologies
SQL

17. • Built on the most widely deployed
search engine on the planet
• Enhanced with scalable machine
learning and analytics
• Well understood and documented APIs
and client support designed to work
with industry standard tools like
Tableau
• Enriched with deep expertise and
partners and a large community
Trusted Technologies
SQL

18. Intelligent
Tagging
Dem
o

19. Financial Use Cases

20. Use
Cases
• Investment Management Research Search
• Co-mingled (internal and external) Research content search
• Wealth Management Portal Search
• Co-mingled (News, Research, SocialMedia) content search
• Single unified user-experience search
• Effective smart/intelligent semantic search
• Related content

22. Top Tier Investment Bank
• Large Scale Analytics for
Customer 360
• Full Text Search, SQL 2003
compliant
• Advanced machine learning
and modeling support
• Fusion is 20X faster than
Teradata for analysis + has
search!

23. Fusion + TRIT Tech Details

24. Fusion Architecture
SECURITY BUILT-IN
Shards Shards
Apache Solr
Apache Zookeeper
ZK 1
Leader Election Load Balancing
ZK N
Shared Config
Management
Worker Worker
Apache Spark
Cluster
Manager
RESTAPI
Admin UI
Lucidworks
View/Twigkit
LOGS FILE WEB DATABASE CLOUD
HDFS(Optional)
Core Services
• • •
ETL and Query Pipelines
Recommenders/Signals/Rules
NLP
Machine Learning
Alerting and Messaging
Security
Scheduling
Connectors

25. Thomson
Reuters
Intelligent
Tagging
Deployed
1000s’
Content
Analysts
Linked
Data
Storage
AuthoriCes
and
Data
Sources
Intelligent
Tagging
is
updated
every
15
minutes.
Hundreds
of
MBs
are
downloaded
daily.
TR
Analysts
update
corporate
acCons
for
T1
companies
within
7
minutes.
Documents
are
sent
for
tagging.
No
informaCon
is
sent
to
TR.
Customer
Meta
Data
Versions
Server
Intelligent
Tagging
New
versions
are
downloaded
and
installed
automaCcally
(future
support)
Store
Meta
Data
and
Allow
Search

26. Meta
Data
Thomson
Reuters
Co-­‐mingled
Intelligent
Search
Search
Engine
pulls
data
from
customer
database
and
from
Thomson
Reuters
content
Search
Engine
tag
content
with
Intelligent
Tagging
CUSTOMER
1000s’
Content
Analysts
Linked
Data
Storage
AuthoriCes
and
Data
Sources
Versions
Server
TRKD
Intelligent
Tagging
Search
index
enhanced
with
metadata
for
intelligent
search
Co-mingled
search
Lucidworks
Fusion
Intelligent
Search
TR
Content

27. Demo

28. Q & A

29. Resources
• Lucidworks Fusion: http://lucidworks.com/fusion
• Thomson Reuters Intelligent Tagging:
http://financial.thomsonreuters.com/tagit
• Twigkit UI: http://twigkit.com
• Webinar recording will be available on http://lucidworks.com