Feature in Focus: Powerful Search and Filter

A key objective for any Investment Research Management Solution is for you to be no more than a few seconds or clicks away from the research – or any research related question – you might need or care to ask.

Below is an overview of how we enable that and, more specifically, how Bipsync’s organization and search functionality helps you retrieve and consume the research information you need, when you need it.

How to organize your content with context

Our intuitive one-to-many tagging approach, auto-associations and organizational system means your research lives in multiple “locations” at once. This adds crucial context that drastically increases findability/discoverability in comparison to other systems on the market today.

One of the most powerful things about our organization system is just how configurable it is – your content can be organized by industry, contact, theme, organization (e.g. Fund Manager, Company, etc,), and any number of other “types” of custom tags.

This means clients can tag/associate research assets and their relationships to one another by structured data properties, as well as fund-specific entities, and associate each of these with customized classifications. 

In this way, you’re not only able to search by research content – notes, structured data, file attachments, and metadata – author, date, source, but also by research contexts.

Research contexts provide an additional way to navigate and filter research by a configurable set of entities relevant to your firm.  Some of these entities map to real-world counterparts (e.g. companies, geographies, contacts, etc.). Others will map to entities that are specific to your investment team’s universe (e.g. themes, strategies, investment workflow stages, etc.).

Regardless of your specific organization needs, it all makes for powerful search options: all research within Bipsync is indexed in a full-text search engine, and these indexes are updated as your content is edited in real-time.

How to find research, fast

So, what does Bipsync’s organization structure actually mean from a user perspective?

Put simply, it means Bipsync lets you find and consume the research information you need, at speed. The interface is logical, responsive and easy to use, and there are multiple search options available. Here’s the most common:

Keyword Search

Type any keyword or phrase in the search box, and get the results from all your notes and attachments in seconds with your keyword highlighted in line. We also support Boolean conditions (AND, NOT, OR) in your keyword search terms, i.e. “Apple OR Samsung OR Android”, or “Apple AND revenue NOT estimated”.

We index full content of each item, as well as  contextual information such as the tags that were associated with it, field data, etc. This allows us to query not only for items that match given search terms, but also for items that were associated with a given tag, for example – so you can find content by drilling down into a context before making a specific search query.

File content is also fully indexed. So if a company brochure has been attached to a note as a PDF, for example, we’ll return the parent note in the search results, indicating that the PDF was responsible for the match and highlight all occurrences of the search query within the PDF document itself.

 

Keyword search in note and PDF content

Filter Options

When you need to get more granular, you can head to the note column and hit the filter icon. Combine any number of filters to narrow down your current list of notes. Refine by attachment type, date, origin, authors, and more, you can even type a minus symbol before any tag to exclude from your search results.

 

Bipsync’s Global Filters also make it easy to display only the content which apply to a certain context, such as ‘Only My Notes’, or only notes that have been shared with a specific User-Group. Global Filters can also be combined, so should you wish to view activity and content from Multiple User-Groups or Authors, Bipsync will display all research that applies to any one of them.

The Global Filter menu.

 

List Views

You can configure your own view of content with your preferred note data and format. Bipsync’s Note Table listing option enables you to sort views of content and searches with numerous facts of data in a grid, adding columns to the grid for additional data points as required. By default we display the note title, but to add other columns is simple, scroll down to Table Options and add your preferred note display options.

The note list table view, configured to display the note’s author, date, and locked status.

 

That’s the 10,000 ft view of Bipsync Search, and how clients increase findability, consistency and add meaning to research content, but if you have any questions or would like to find out more, you can get in touch here.

And finally, you’ll know by now that our features are constantly evolving as we push improvements to the platform in a two-three week release cycle. You can view all our product updates over on the Bipsync blog, and some related release notes to the search functionality below.

 

Related Release Notes: