Introduction

This document aims to help and accompany users when navigating the CA Datamining application and should be read by CADI / LPOI Analysts and Portfolio Managers.

The CA Datamining tool mainly empowers users with the possibility to:

  • Monitor corporate action (CA) records captured automatically from Bloomberg emails and enriched by AI
  • Review, correct and validate (or reject) those records
  • Create Special CA records manually when Bloomberg does not send an alert
  • Maintain the list of portfolio companies used to classify records
  • Export the current view for downstream use