Discover the key enhancements in Document Intelligence video:
In this release, we launched a new document workflow tool that will revolutionize the way users interact with textual content.
A new Generative AI-supported document workflow tool that enables smart search across Filings, Transcripts, News, and Investment Research, while also providing users with summaries, key phrases that highlight significant topics within earnings call transcripts, and NLP-derived sentiment scores. Users can also ask natural language questions on millions of documents to gain new insights such as those related to financial highlights, strategic initiatives and growth drivers of a company.
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Users can more easily find relevant documents using keywords and phrases with the expansion of the Boolean search feature to all content sets and the addition of the NEAR operator.
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With the new Saved Search, users can save frequently used searches for easy access to their most valuable search queries. This provides access to the user's preferred content with a click of a button.
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Within an earnings transcript, users can now find key phrases that are semantically and contextually similar. At a glance, a user can glean the key topics discussed from an earnings call, potentially identify early indicators of a company's emerging interest, and see how these topics have trended in the recent 6 quarters.
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ChatIQ, a groundbreaking feature that provides an intelligent conversational experience, allows users to interact with documents, query within the documents by asking questions as you would with an expert, and obtain relevant insights instantly. The integration of this Gen-AI chat feature will enable users to gain swift access to information you seek, extract key takeaways quickly, and gain a deeper understanding of the content, facilitating faster decision-making.
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In this release, we enhanced Market Data alerts to include key stock events such as stock splits, spin-offs, and dividend announcements.
Users can now choose from an expanded range of criteria when creating Market Data alerts, including stock split announcements, spin-offs, dividend announcements, ex-dividend dates, and dividend pay dates.
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In this release, we enhanced the company card in Search, providing comprehensive information and new features for a richer understanding of companies. We also introduced a new Market Type filter for Wireless Licenses and Wireless Markets in Advanced Search, allowing users interested in the wireless markets to refine their search results for greater relevance. Additionally, when searching for Investment Research, users can now view the frequency of their keyword or search terms, facilitating the identification of more pertinent results that align with their interests, and improving the effectiveness of their research.
Users can now scroll through the Search results while keeping the company card content in full view, allowing for a more seamless navigation through search results with easy access to essential company information. Additionally, users can now be redirected to the company's Corporate Profile page by clicking on the company logo. This feature provides a quicker and more direct way to access additional company information.
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Users can view the frequency of each permutation of their search terms within each Investment & Market Research document. This feature provides a better view of the search results that have higher relevance based on the specific mentions of search terms within investment research documents, saving users time.
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Users can filter for PAL D Market Type when searching for Wireless Licenses and Wireless Markets in Advanced Search.
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The logical operator ‘AND’ is now implied between search terms without the need for users to type it explicitly. This enhancement narrows search results to documents that contain all specified terms, simplifying the search process. Users can now conduct more precise and focused queries without including 'AND' between terms, saving time and ensuring that results are accurate and relevant.
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In this release, we launched a quarterly Critical Minerals Briefing report that examines supply, demand, policy, and geopolitical narratives for various critical minerals so that users stay abreast of trends and themes related to the impact of the energy transition.
Users can access the Critical Minerals Briefing report every quarter in the Research Library. This report focuses on the past and future evolution of various critical minerals while highlighting geopolitical topics and impacts on supply and demand.
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In this release, select users will gain access to ChatIQ, a Generative AI (GenAI) assistant that enables users to ask questions on S&P Capital IQ Pro data, providing them with significant time-saving responses and simplifying navigation throughout the platform. This release provides ChatIQ access to U.S.based users with the Investment Banking profile. Throughout the remainder of this year and into 2025, more user profiles/client segments will have the access enabled.
ChatIQ leverages a Large Language Model (LLM) that recognizes natural language patterns and delivers responses on select S&P Capital IQ Pro content. It also includes click-through to the source content or document within Capital IQ Pro. Users can ask a question on ChatIQ to quickly gain insights, verify accuracy and easily navigate the Capital IQ Pro platform.
ChatIQ has been trained on the following S&P Capital IQ Pro data:
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In this release, we added several new or enhanced Excel templates to meet your data analysis needs.
Comparable Company Ratio Analysis
This model allows for in-depth analysis of the latest 3, 5, and 10-year average performance of up to 50 comparable companies. #VA
Approximate 2023 risk-based capital (RBC) for individual health insurers and includes sensitivity analysis for predicting RBC changes over five future annual periods.
This model allows for quick peer comparisons of selected Valuation Multiples using Capital IQ Pro and Visible Alpha. The main tab provides an integrated view, prioritizing Pro formulas and utilizing Visible Alpha data when Pro data is not available. #VA
Canadian Insurance - Market Share Summary
Provides Market Share by line of business and province for P&C and Life Canadian & Foreign insurance companies using IFRS 17 disclosures. Also provides exhibits from Provincial and Territorial Summaries for the selected P&C company or the industry.
Approximately 2023 risk-based capital (RBC) for individual Life insurers, allows for an estimate of mid-year RBC and includes sensitivity analysis for predicting RBC changes over 5 future annual periods.
This model provides forecast energy, natural gas, and capacity prices in the hourly, daily, monthly, and annual granularity for user-specified hubs/zones in the United States from our Power Forecast data. Note: requires Power Forecast subscription.
This model generates a list of power plants and units in all operating status by region and capacity range. Filter data by ownership type, global region, and capacity.
Data: Leverage premium fundamental and alternative datasets available seamlessly, along with expert analysis, to accelerate your journey from data to insight.
Solutions: Gain maximum value from your big data with technology solutions designed to enhance your workflow, increase your insights, and complement your datasets. Our solutions, including Snowflake, Kensho NERD, Xpressfeed, Xpressfeed Loader, and API Solutions, help you make the most of all your data.
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