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dtSearch Case Study — FundDOCs

New SEC Mutual Fund Document Search Tool Relies on dtSearch

“Incorporating the latest release of the dtSearch Text Retrieval Engine, the site now allows greater search accuracy and ease of use.”
FundDOCs has released a new state-of-the-art full-text search system for researching mutual fund filings. Subscription benefits include:
Over 8,000 funds with hundreds of questions answered by the management company to the S.E.C.
Information regarding service provider, including: administrators, custodians, shareholder servicing, auditors, underwriters, and advisers.
Rankings of service providers by fee efficiency (per shareholder costs), managers, and funds.


"Full-text searching allows users to quickly get to the footnotes or legal text that is needed to make sense of many of the raw, reported numbers," says the President of FundDOCs. "Incorporating the latest release of the dtSearch Text Retrieval Engine, the site now allows greater search accuracy and ease of use."


“The great thing about dtSearch is that they’ve been doing this for more than 10 years now and they support just about every kind of document search request one can think of.”

"In addition to full-text searching, dtSearch allows FundDOCs to store ‘meta’ data, or information that isn’t in the document but is important in describing it, along with each document index. For example, Goldman Sachs files its small cap funds under a trust called ‘Season Series.’ Searching other EDGAR systems, users would not know that ‘Season Series’ is actually Goldman Sachs. Through an external matching table, FundDOCs adds Goldman Sachs to a ‘manager’ field whenever the index engine comes across a ‘Season Series’ trust document. Even if the name Goldman Sachs never appears in a prospectus, a user can now find it."

"There are tens of thousands of documents in our archives," adds the President of FundDOCs. "But users like to search on fairly common phrases, like ‘expense reimbursements’ or ‘administrator contract. Through dtSearch’s metadata feature we can help them narrow down the documents they search, by date, manager, filing type and so forth. FundDOCs also uses many other powerful features of the dtSearch Engine, including hit-highlighting and navigation, abstracted relevant-paragraph reports, natural language searching, date filtering and so forth. The great thing about dtSearch is that they’ve been doing this for more than 10 years now and they support just about every kind of document search request one can think of."

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