XBRL Taxonomies and OWL Ontologies for Investment Funds

  • Rubén Lara
  • Iván Cantador
  • Pablo Castells
Part of the Lecture Notes in Computer Science book series (LNCS, volume 4231)


The analysis of investment funds information requires the availability of homogeneous information of the funds considered, which is usually generated and provisioned by different parties and in different formats. In this context, the gathering and integration of information from disparate, heterogeneous sources becomes a key task that can be considerably eased by the availability of explicit and shared information models. Furthermore, the analysis process leads to the generation of added-value information, whose consumption by other parties can also benefit from the existence of agreed information models. In this paper, we present our work on building explicit information models for investment funds in the Spanish market. An XBRL taxonomy of funds, and a translation process of XBRL taxonomies into OWL ontologies that has been applied to this taxonomy in order to obtain an OWL ontology of funds, are presented. The relative benefits of using OWL ontologies or XBRL taxonomies for the exchange and analysis of investment funds information are also discussed.


Formal Semantic Investment Fund Spanish Market Descriptive Aspect Label Link 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.


Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.


  1. 1.
    eXtensible Business Reporting Language. Technical report. XBRL InternationalGoogle Scholar
  2. 2.
    Alexiev, V., Breu, M., de Bruijn, J., Fensel, D., Lara, R., Lausen, H.: Information Integration with Ontologies: Experiences from an Industrial Showcase. Wiley, Chichester (2005)Google Scholar
  3. 3.
    Bechhofer, S., van Harmelen, F., Hendler, J., Horrocks, I., McGuinness, D.L., Patel-Schneider, P.F., Stein, L.A.: OWL Web Ontology Language Reference. Technical report (2004)Google Scholar
  4. 4.
    Castells, P., Foncillas, B., Lara, R.: Semantic web technologies for economic and financial information management. In: Bussler, C.J., Davies, J., Fensel, D., Studer, R. (eds.) ESWS 2004. LNCS, vol. 3053, pp. 473–487. Springer, Heidelberg (2004)CrossRefGoogle Scholar
  5. 5.
    de Bruijn, J., Lausen, H., Krummenacher, R., Polleres, A., Predoiu, L., Kifer, M., Fensel, D.: The Web Service Modeling Language WSML. Technical report, WSML (2005)Google Scholar
  6. 6.
    de Bruijn, J., Polleres, A., Lara, R., Fensel, D.: OWL DL vs. OWL Flight: Conceptual Modeling and Reasoning for the semantic Web. In: WWW conference (2005)Google Scholar
  7. 7.
    Donini, F.M., Lenzerini, M., Nardi, D., Nutt, W., Schaerf, A.: An epistemic operator for Description Logics. Artificial Intelligence 100(1-2), 225–274 (1998)MATHCrossRefMathSciNetGoogle Scholar
  8. 8.
    Fitting, M.: First order logic and automated theorem proving, 2nd edn. Springer, Heidelberg (1996)MATHGoogle Scholar
  9. 9.
    Gruber, T.: A translation approach to portable ontology specifications. Knowledge Acquisition 5(2), 199–220 (1993)CrossRefGoogle Scholar
  10. 10.
    Hamscher, W., Goodhand, M., Hoffman, C., Homer, B., MacDonald, J., Shuetrim, G., Wallis, H.: Financial reporting taxonomies architecture 1.0. Technical report, XBRL (2006)Google Scholar
  11. 11.
    Nardi, D., Baader, F., Calvanese, D., McGuinness, D.L., Patel-Schneider, P.F. (eds.): The Description Logic Handbook, Cambridge (January 2003)Google Scholar

Copyright information

© Springer-Verlag Berlin Heidelberg 2006

Authors and Affiliations

  • Rubén Lara
    • 1
  • Iván Cantador
    • 2
  • Pablo Castells
    • 2
  1. 1.Tecnología, Información y FinanzasMadridSpain
  2. 2.Universidad Autónoma de MadridSpain

Personalised recommendations