...
Finally, harmonization involves matching the standardized IFI Name to the most current entity name, accounting for name changes. In the Names API, when an entity changes its name, the old name is added as a child with the parent_relationship
flagged as "F" (former name). For example, in May 2020 United Technologies Corp changed its name to Raytheon Technologies. So for the Ultimate Owner (UO) Raytheon Technologies Corp, the Names API includes the child name, United Technologies Corp (F), among others.
The system then recalculates the ifi_name_current
for all associated records. For example, Orig3n Inc changed its name to Seaport Diagnostics Inc in April 2021. As of December 2021, there were no published reassignments of any of their patents. However, the new name is was available as the ifi-standardized-name-current
in CLAIMS Direct:
...
- Agence Spatiale Europeenne (France)
- Beijing Automotive Group Co Ltd (China)
- Ministry of Science and Technology India (India)
- National Institute of Advanced Industrial Science and Technology AIST (Japan)
Ticker Symbols
In CLAIMS Direct, ticker symbols are available for all listed entities. You can use the Names service to retrieve the IFI name associated with a ticker symbol, then use that name to find all patent records associated with that entity in the IFI Snapshots.
We cover the most popular lists such as the S&P 100, S&P 500, Russell 1000, and more, and we add new Ultimate Owners from the Nasdaq, NYSE, and other sources daily. We have also begun to cover markets outside of the US such as the Australian Securities Exchange and the Japan Exchange Group. New sources are added on a continuous basis.
Rules for Ticker Symbols
Tickers are associated with the standard Market Identifier Code (MIC), specifically the operating MIC, which identifies an entity that operates an exchange, trading platform, etc. Some examples include:
Market Name | MIC | Operating MIC |
---|---|---|
CBOE BZX U.S. EQUITIES EXCHANGE | BATS | XCBO |
SHANGHAI STOCK EXCHANGE | XSSC | XSHG |
SHENZHEN STOCK EXCHANGE | XSEC | XSHE |
Tickers that contain numbers are not defined as numeric. Leading zeros are not removed.
Entity Name | MIC | Ticker |
---|---|---|
Petrochina Co Ltd | XSHG | 601857 |
XHKG | 00857 |
If a ticker ends in a letter indicating the equities class, the letter is removed.
Entity Name | Ticker in External Sources | Ticker in IFI Products |
---|---|---|
Corus Entertainment Inc | CJR.B CJR/B CJR B CJRB | CJRB |
Tickers that contain other symbols are stored as they are.
Entity Name | Ticker in External Sources | Ticker in IFI Products |
---|---|---|
Mahindra and Mahindra Ltd | M&M | M&M |
Tickers for stocks listed as American Depositary Receipts (ADRs) are provided if available.
Entity Name | MIC | Ticker |
---|---|---|
Novo Nordisk AB | XCSE | NOVOB |
XNYS | NVO |