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A Case Study: Enhanced Banking Analytics

A Case Study: Enhanced Banking Analytics. 10TH 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.

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A Case Study: Enhanced Banking Analytics

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  1. A Case Study: Enhanced Banking Analytics 10TH XBRL INTERNATIONAL CONFERENCE, Brussels November 2004 Presented by: Liv A. Watson Vice President XBRL – EDGAR Online, Inc lwatson@edgar-online.com

  2. Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report data in XBRL 3 Highlights from the study 4 Benefits of Market Data Aggregator 5 Demo

  3. 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 EDGAR® Onlinesm EDGAR Online is a leading provider of value-added business and financial information on global companies to financial, corporate, and advisory professionals.

  4. Corporate Overview • Our Products • Seat-based subscription services • API’s and Data feeds • Custom Solutions • Our Customers • Nasdaq Listing Qualifications • Professional Users - Corporations, Financial Institutions, Legal • Data vendors and e-content providers • Strategic Partners: Microsoft Hitachi Yahoo ….

  5. Today’s Agenda 1 About EDGAR Online 2 Potential for the commercialization of call-report data in XBRL 3 Highlights from the study 4 Benefits of Market Data Aggregator 5 Demo

  6. Modernizations of the Collection and Distribution of 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

  7. About the Study • Q3/04 - 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 open-ended questions). 1 2 Supply Chain:

  8. Commercialization of Call Report Data in XBRL: 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 1 Industry Analysis Report & Statistics

  9. Commercialization of Call Report Data in XBRL: Commercialization: • Limited Market for Call Report Data alone. Market Opportunities: • Add Additional Data Set • News, SEC Filings, International data, ect • Additional Value Add • Predefined searches, calculations, graphic displays ect. 2 Sample Analysis of Call Report Data: • Takeover and merger • Analysis of regional banks • Research reports • Industry analysis • Peer analysis • Derivative investment • Affiliate revenue analysis

  10. Today’s Agenda 1 About EDGAR Online Potential for the commercialization of call-report data in XBRL 2 3 Highlights from the study 4 Benefits of Market Data Aggregator 5 Demo

  11. 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

  12. Today’s Agenda 1 About EDGAR Online Potential for the commercialization of call-report data in XBRL 2 3 Highlights from the study 4 Benefits of Market Data Aggregator 5 Demo

  13. Benefit to Data Aggregators as Open Meta Standards are adopted by regulatory agencies. Regulatory Filings Custom Macros Existing Models Microsoft Excel Plug-in Internet Fundamental Data DB Work sheets Filing Feed News and Research Web Service Third Party & Proprietary Applications Other Market Data • Enrich dataset for enhanced products. • Speed: Time to market. • Data Quality: Enhanced accuracy of multiple data types.

  14. EDGAR Online’s XBRL Strategy

  15. EDGAR Online XBRL Datasets EDGAR Online’s datasets allow users to realize the benefits of XBRL today.

  16. Dataset Delivery New products from EDGAR Online will facilitate the delivery of XBRL formatted content to the users fingertips.

  17. Fundamental Data DB Custom Macros EOL Web Service Existing Models Microsoft Excel EOL Plug-in Internet Work sheets Third Party & Proprietary Applications Enhanced Analytics The availability of XBRL datasets and an Excel Add-in from EDGAR Online will facilitate enhanced data analysis • 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

  18. Today’s Agenda 1 About EDGAR Online Potential for the commercialization of call-report data in XBRL 2 3 Highlights from the study 4 Benefits of Market Data Aggregator 5 Demo

  19. 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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