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Use of DGI Taxonomy for Marketing Files

Explore the use of XBRL and DGI Taxonomy for marketing files. Discover how non-financial information can be expressed using XBRL, with special features for coded and historical data.

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Use of DGI Taxonomy for Marketing Files

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  1. USE OF DGI TAXONOMY FOR MARKETING FILES Carlos Fernández INFORMA

  2. Index • Is XBRL only for financial information? • Presentation of DGI Taxonomy • What is a Marketing file? • Informa´s on line marketing file delivery • Why XBRL for Marketing files?

  3. Is XBRL only for finantial information? • Being xbrl a business report language the answer is clearly NO!. It can/must express non finantial facts. • Non finantial elements have special features face to finantial elements: • Not only numbers (strings, images...) • Coded information is very used • Context concepts have different meaning • Historical information is relevant • Relationship between concepts is higher • Taxonomies reflects these needs: GCD, DGI...

  4. Presentation of DGI Taxonomy There are the main identified information blocks: Economic Agent List of Registered Documents Contact Person Recorded Document Information Name Contact Address Document Author Identifier Local Units Information Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Agent Business Combination Address Legal Agent Ownership structure General Characteristics Representative bodies Operations / Activities Non Representantive bodies Employees

  5. Presentation of DGI Taxonomy DGI allows structure reutilization. Central Blocks can be reused in order to create more complex structures Económic Agent List of Registered Documents Contact Person Recorded Document Information Name Contact Address Document Author Identifier Local units Information Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Agent Business Combination Address Legal Agent Ownership structure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  6. Presentation of DGI Taxonomy Structure Reutilization Económic Agent List of Registered Document Contact Person Recorded Document Information Name Contact Address Document Author Identifier Local units Information Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Agent Business Combination Address Legal Agent Ownership structure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  7. Presentation of DGI Taxonomy Structure Reutilization Económic Agent List of Registered Document RelacionDocumentosRegistrados Contact Person InformaciónDocumentoPresentado Recorded Document Information Name Name Contact Address AutorDocumento Document Author Identifier Local units Information Person name Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Communication Format Agent Business Combination Address Address Legal Agent Ownership structure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  8. Presentation of DGI Taxonomy Structure Reutilization Economic Agent List of Registered Document Contact Person Recorded Document Information Name Name Name Contact Address Document Author Identifier Identifier Local units Information Person name Person name Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Communication Format Communication Format Agent Business Combination Address Address Address Legal Agent Ownershipstructure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  9. Presentation of DGI Taxonomy Structure Reutilization Economic Agent List of Registered Documents List of Registered Document Contact Person Recorded Document Information Recorded Document Information Name Name Name Name Contact Address Document Author AutorDocumento Document Author Identifier Identifier Identifier Local units Information Person name Person name Person name Person name Group of Companies Information Branch Accounting Exercise Information Partner Communication Format Communication Format Communication Format Communication Format Agent Business Combination Address Address Address Address Legal Agent Ownershipstructure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  10. Presentation of DGI Taxonomy Structure Reutilization Economic Agent List of Registered Documents List of Registered Document Contact Person Recorded Document Information Recorded Document Information Name Name Name Name Name Contact Address AutorDocumento Document Author Document Author Identifier Identifier Identifier Local units Information Person name Person name Person name Person name Branch Group of Companies Information Accounting Exercise Information Partner Communication Format Communication Format Communication Format Communication Format Communication Format Agent Business Combination Address Address Address Address Address Legal Agent Ownership structure General Characteristics Representative bodies Operations/Activities No Representative bodies Employees

  11. Presentation of DGI Taxonomy Structure Reutilization

  12. What is a Marketing file? • It is a file with usually General identification data (Name, Address, Managers, Company size data). • It is used by Marketing Managers/Sales managers in order to find new prospects. Therefore: It is a new market for xbrl.

  13. What is a Marketing file?How is created?

  14. Informa´s on line marketing file delivery

  15. Informa´s on line marketing file delivery

  16. Informa´s on line marketing file delivery

  17. Why xbrl for Marketing files? • Marketing files are exchanged daily. • When a Marketing campaign is prepared a Marketing manager usually uses different information sources. • Format of the information is always a negociation factor. • Marketing files are made not only from non finantial information. For all these reasons: xbrl is really suitable for Marketing files!.

  18. USE OF DGI TAXONOMY FOR MARKETING FILESCarlos Fernández Iñigo

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