Abstract: A system for storing and retrieving text-based documents stores each of the documents in accordance with a mark-up language that comprises mark-up elements defined by a meta-language such as XML (Extensible Mark-up Language). In particular, each text document includes a plurality of text items, and each text item is associated in the text document with at least one of the mark-up elements. Each text document is stored at a central repository that is in communication with a plurality of user computers. A user can retrieve those documents that are of interest by formulating a search query that is transmitted from a user computer to the central repository. A search engine searches through the text items of each stored text document in order to determine which text documents satisfy the search query. Those text documents that satisfy the search condition are retrieved from the central repository and provided to the user computer for display.

Abstract: An automated text generation system may be used to generate financial reports based on financial data. The text generation system uses decisional statements in conjunction with a base equation, and the decisional statements are evaluated using the base equation to determine a resulting logic path. The logic path may then be used to specify appropriate text fragments reflecting analytic conditions. The text fragments may include variables to vary the text content of the report for aesthetic and analytic purposes, which are evaluated at run-time. A variety of analytic conditions may be represented in a flexible manner.

Abstract: The electronic distribution of research documents over the world wide web or other network to investors. A repository server receives research documents from contributors. A restriction subsystem server is selectively coupled to the contributor workstation. The restriction subsystem server which includes manages and stores "restriction" and "review" information of companies, relative to contributors. A contributor identifies (via electronic communication or otherwise) to the restriction subsystem server a "restriction" and/or "review" status of a company relative to the contributor. A particular company may be identified as "RESTRICTED" if the contributor has a current banking or financial interest in the company. Additionally, a company may be identified as "UNDER REVIEW" if the contributor believes its opinion about the company may change based on a news event. Moreover, a company may be identified as "UNDER EXTENDED REVIEW," if, for example, the contributor is not presently "covering" that company.

Abstract: An integrated computer-implemented corporate information delivery system. A database stores research reports produced by and received electronically from brokerage firms. Authorization information specifies who is authorized to access each research reports. The database also stores corporate information about a number of corporations. Each item of corporate information is produced by and received electronically from one of the corporations about that corporation. Authorization information specifies who is authorized to access each item of corporate information. A research delivery module allows a user to submit a query and receive query results listing research reports and corporate information satisfying the query and that the user is authorized to access. A corporate register module outputs corporate information, the corporate information output according to a common format. The corporate information may be distributed via the Internet.

Abstract: The secure electronic distribution of research documents over the world wide web to investors who are authorized to receive said research documents. A repository server receives research documents from contributors. Also received are corresponding document profiles with information relating to each research document including authorization information specifying who is permitted to access each research document. The repository server includes a first database for structured query searches and a second database for full text searches. A web server is coupled to the repository server and coupled to the world wide web. The web server receives requests from investors for research documents that satisfy a query. The web server determines whether the first database or the second database should be searched based upon the type of query.