New release of Greenjar
April 2005
The latest release of Greenjar, Peresys' award winning RiXML research management application is now available. Greenjar Version 3.1 is web-based and designed to create, facilitate and manage broker research in the investment community.
The product provides a wholesale RiXML-compliant solution to both the buy- and sell-sides. Greenjar is typically used by the sell-side or broker to create a RiXML-compliant file to accompany a research document in original PDF or Word format and distribute both to the buy side or asset managers. Asset managers or buy side firms use Greenjar to receive and manage RiXML-compliant research as well as create and manage their own internal research.
Version 3.1 GUI has changed extensively and the new look Peresys branding compliments a more user friendly browser interface. The application offers the following improved functionality;
- Search Functionality - a search engine with both a simple and advanced query building capability to access the RiXML data in the database and to retrieve original research documents from a server repository.
- Research Creation - a workflow tagging process where by users can create their own RiXML file based on the Greenjar RiXML Rules of Engagement.
- A Dissemination Manager to manage and disseminate research to the local database and respective clients via e-mail.
- An automated Cataloguer Service that receives RiXML and original research files through mail and FTP. It captures the RiXML data in a database and saves the original file to a server repository.
- Administration or static data tables to manage; analysts, trading exchanges, sectors, share codes, dissemination lists etc.
- Personal Settings to personalise each user's interface.
Contacts
For more information on Peresys RiXML services and a reference guide to the latest Greenjar release visit www.peresys.co.za or contact:
Lucas Scheepers
direct: +27 21 657 8806
cell: +27 82 388 6911
mail: lucas@peresys.co.za
Greenjar Version 3.1 Features
Simple Search
- Fast access to information in standardized formats.
- Historical research in central storage on one server.
- Search and retrieval with quick access to limited, key searching fields.
- Tabulated results in summary format.
- Expanded records.
- Linking to original documents.
Advanced Search
- The Advanced Search research results display in the same way as Simple Search.
- The range of search criteria is much broader.
- The user has the ability to create complex searches and save them for later use.
- The user has the ability to create Alert criteria to notify him/her of new incoming research via a mail.
- Fast access to information in standardized formats.
- Historical research in central storage on one server.
- Search and retrieval with quick access to limited, key searching fields.
- Tabulated results in summary format.
- Expanded records.
- Linking to original documents.
Research Creation (Assign RiXML)
- Creation of RiXML files from the original research in any format.
- Work-flowed research creation process.
- Common indexing standard (RiXML) as per the Greenjar ROE (based on 43 RiXML tags + children)
- Single copy to each receiving organization through e-mail.
- Decreased bandwidth requirements.
- A cost-effective, focused delivery of research (right people, right volume, right time)
Dissemination Manager
- Summary of all RiXML research created.
- Tabulated record format.
- Status as to whom and when it was sent to.
- Search function to access previous research.
- Ability to re-send previous research