4$6(OHFWURQLF8SGDWHV*XLGH

(OHFWURQLF8SGDWHV(8*XLGH
8SGDWLQJ5HPRWH$SSOLFDWLRQV
 ,QWURGXFWLRQ
7KHSXUSRVHRIWKLVGRFXPHQWLVWRJXLGHDQDGPLQLVWUDWRURI4$6SURGXFWV WKURXJKLQVWDOOLQJ
DQGFRQILJXULQJWKH(OHFWURQLF8SGDWHV(8SODWIRUPLQDVLQJOHORFDWLRQHQYLURQPHQW

 :KDWLV(8"
(8HQDEOHVWKHDXWRPDWLFGRZQORDGDQGLQVWDOODWLRQRIUHIHUHQFHGDWDXVHGE\WKH4$63UR
4$6 3UR :HE DQG 4$6 %DWFK DSSOLFDWLRQV $V VRRQ DV D QHZ GDWDVHW LV DYDLODEOH LW LV
GRZQORDGHG WR \RXU HQYLURQPHQW DQG WKH FRQILJXUHG 4$6 DSSOLFDWLRQV DUH XSGDWHG ZLWKRXW
KXPDQLQWHUDFWLRQ<RXUDGPLQLVWUDWRUZLOOEHQRWLILHGYLDHPDLORIXSGDWHUHODWHGDFWLYLWLHV

 $UFKLWHFWXUHDQG6HWXS2SWLRQV
7KH(8FOLHQWFDQEHLQVWDOOHGRQWKHVDPHPDFKLQHDVDVLQJOHLQVWDOORI4$6RULQDFHQWUDO
ORFDWLRQZKHUHPXOWLSOH4$6LQVWDOODWLRQVDUHLQVWDOOHG'DWDZLOOEH GRZQORDGHGIURPWKH(8
VHUYHUYLD+7736DQGDOOFRQILJXUHG4$6DSSOLFDWLRQZLOOEHDXWRPDWLFDOO\XSGDWHGWRXVHWKDW
GDWDPRYLQJIRUZDUG

)LJ(8&OLHQW$UFKLWHFWXUH

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 3UHUHTXLVLWHV
7RLQVWDOOWKH(8&OLHQW\RXZLOOQHHGWKHIROORZLQJ
 $OLFHQVHGFRS\RI4$63UR:HE4$63URRU4$6%DWFKWRXSGDWH
 $Q(8XVHUQDPHDQGSDVVZRUG/RJLQGHWDLOVZLOOEHHPDLOHGWRWKHQRPLQDWHGXSGDWH
FRQWDFW,I\RXKDYHDQ\LVVXHVREWDLQLQJDQ(8ORJLQSOHDVHHPDLOXVHXDGPLQ#TDVFRP
 $QHWZRUNORJLQZLWKDSSURSULDWHSULYLOHJHVWRXSGDWH\RXU4$6DSSOLFDWLRQ7KLVORJLQ
VKRXOGKDYHDSDVVZRUGWKDWQHYHUH[SLUHVWRHQDEOH(8WRUXQLQGHILQLWHO\
 $PDFKLQHUXQQLQJ06 :LQGRZV;3RUKLJKHUWRKRVWWKH(8FOLHQWSURJUDP
127( WKH 1(7 )UDPHZRUN  SDFNDJH ZLOO EH LQVWDOOHG DV SDUW RI WKH VHWXS DQG D
UHERRWRIWKHWDUJHWV\VWHPZLOOEHUHTXLUHG

 ,QVWDOODWLRQ,QVWUXFWLRQV

 'RZQORDGWKHDSSURSULDWH(8&OLHQWLQVWDOOHU

:LWK1(7)UDPHZRUNIWSIWSXVDTDVFRP3URGXFW(8ZLWKGRWQHWVHWXS]LS0%
:LWKRXW1(7 )UDPHZRUN  IWSIWSXVDTDVFRP3URGXFW(8ZLWKRXWGRWQHWVHWXSH[H
0%
 5XQLQVWDOOHU

7KHLPDJHFRQWDLQLQJWKH1(7)UDPHZRUNZLOOILUVWH[WUDFWWRDQHZIROGHU7KH(8LQVWDOOHU
FDQWKHQEHH[HFXWHGE\GRXEOHFOLFNLQJVHWXSH[HLQWKHH[WUDFWHGIROGHU
7KHLPDJHWKDWGRHVQRWFRQWDLQWKH1(7IUDPHZRUNFDQEHH[HFXWHGZLWKDVLQJOHGRXEOH
FOLFN7KHIROORZLQJLQVWDOODWLRQGLDORJVZLOOEHGLVSOD\HGIRUERWKFDVHV

&OLFN1H[WWREHLQJWKHLQVWDOODWLRQSURFHVV

&KHFNWKH,DFFHSWWKHWHUPVRIWKHOLFHQVHDJUHHPHQW
RSWLRQDQGFOLFN1H[WWRFRQWLQXH

&OLFN 1H[W WR DFFHSW WKH GHIDXOW FOLHQW LQVWDOODWLRQ

GLUHFWRU\ &OLFN %URZVH LI \RX ZLVK WR FKDQJH WKH
(8FOLHQWLQVWDOODWLRQGLUHFWRU\

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

&OLFN 1H[W WR DFFHSW WKH GHIDXOW ORFDWLRQ IRU WKH

GRZQORDGHG GDWD ILOHV RU %URZVH WR VSHFLI\ DQ
DOWHUQDWLYH ORFDWLRQ
127( <RXU 4$6 DSSOLFDWLRQV ZLOO XVH WKLV ORFDWLRQ
PRYLQJ IRUZDUGV VR HQVXUH WKDW \RX KDYH DGHTXDWH
VWRUDJH VSDFHDYDLODEOH7KLVZLOO EH*%IRUIXOO86
GDWD

&OLFN 1H[W WR FUHDWH D 3URJUDP )ROGHU WR ZKLFK

VHWXSZLOODGGWKHQHFHVVDU\SURJUDPLFRQV

&KHFN WKH &UHDWH 'HVNWRS 6KRUWFXW RSWLRQ LI \RX

ZLVK WR FUHDWH D GHVNWRS VKRUWFXW DQG FOLFN 1H[W WR
FRQWLQXH

127( 7KH 4$6 (OHFWURQLF 8SGDWHV FOLHQW ZLOO

DXWRPDWLFDOO\ GRZQORDG QHZ YHUVLRQV RI LWVHOI ZKHQ
WKH\ EHFRPH DYDLODEOH <RX FDQ XQFKHFN WKLV RSWLRQ
RQWKLVVFUHHQ

&OLFN1H[WWRFRQWLQXH

&OLFN 1H[W WR DFFHSW WKH GHIDXOW ORFDWLRQ IRU WKH

GRZQORDGHG GDWD ILOHV RU %URZVH WR VSHFLI\ DQ
DOWHUQDWLYHORFDWLRQ

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

&OLFN1H[WWREHJLQWKHLQVWDOODWLRQ&OLFN)LQLVK
ZKHQ SURPSWHG DQG WKH (8 &RQILJXUDWLRQ (GLWRU
ZLOODXWRPDWLFDOO\ORDG

&OLFN )LQLVK WR FRPSOHWH WKH LQVWDOODWLRQ RI WKH

4$6(OHFWURQLF8SGDWHVFOLHQW

&OLFN2.WRORDGWKH&RQILJXUDWLRQHGLWRU

7KH4$6(8&RQILJXUDWLRQ(GLWRUVKRXOGORDGDXWRPDWLFDOO\EXWFDQDOVREHDFFHVVHGYLDD
GHVNWRSVKRUWFXW

 &KRRVH3XOOYV3XVKLQVWDOODWLRQPHWKRG

$VRXWOLQHGLQVHFWLRQWKHUHDUHWZRZD\VWRXSGDWHUHPRWH4$6DSSOLFDWLRQV
2SWLRQ  3XVK $Q(8 FOLHQW FDQ EH FRQILJXUHG WRSXVKGDWD WR D UHPRWH QHWZRUN VKDUH
DQGDSSO\WKHQHFHVVDU\FRQILJXUDWLRQVXSGDWHVDQGDFWLYDWLRQRIQHZGDWDVHWV
2SWLRQ3XOO:LQGRZVRQO\$Q(8FOLHQWFDQDOVREHLQVWDOOHGRQWKHUHPRWHPDFKLQH
DQG EH FRQILJXUHG WR ZKLFK PRQLWRUV WKH FHQWUDO LQVWDOODWLRQ RI (8 WKDW LV GRZQORDGLQJ GDWD
IURPWKHLQWHUQHW$VQHZGDWDEHFRPHVDYDLODEOHWKH(8FOLHQWRQWKHUHPRWHPDFKLQHFDQ
SXOOGDWDIURPWKHFHQWUDO(8FOLHQWDQGXSGDWHWKHDSSOLFDWLRQVDFFRUGLQJO\
127($VVXPHDOOLQVWUXFWLRQVPXVWEHFDUULHGRXWIRUERWKRSWLRQVXQOHVVVWDWHGRWKHUZLVH

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 *HW6WDUWHG

 &OLFNWKH1H[WEXWWRQRQWKHERWWRPULJKWKDQGVLGH RIWKHVFUHHQ7KH ZL]DUGZLOOZDON

\RXWKURXJKWKHFRQILJXUDWLRQ

)LJ*HWWLQJ6WDUWHG

6HW'RZQORDG&RQQHFWLRQV
 6HOHFWWKH(QDEOH,QWHUQHWGRZQORDGFRQQHFWLRQWLFNER[

)LJ'RZQORDG&RQQHFWLRQV'LDORJ

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 (QWHU\RXU4$6(OHFWURQLF8SGDWHVXVHUQDPHDQGSDVVZRUG
 (QWHUQHWZRUN3UR[\6HUYHU'RPDLQ3UR[\XVHUQDPHDQG3UR[\SDVVZRUGDVUHTXLUHG
 &OLFNWKH7HVW&RQQHFWLRQEXWWRQWRYHULI\WKDWFRQQHFWLYLW\WRWKH([SHULDQ4$6KRVWHG
(8VHUYHULVDFKLHYDEOH
 &OLFN1H[WWRFRQWLQXHWRWKH'DWDGRZQORDGDQGLQVWDOODWLRQVFUHHQ
 &RQILJXUH'DWDGRZQORDGDQGLQVWDOODWLRQRSWLRQV

)LJ'RZQORDGHG'DWD'LDORJ

 &KDQJH GRZQORDG PRGH WR $OO DYDLODEOH GDWD 7KLV ZLOO HQVXUH WKDW WKH (8 FOLHQW RQO\
GRZQORDGVWKHQHFHVVDU\GDWDVHWV
127( ,W LV QHFHVVDU\ WR VHW WKH GRZQORDG PRGH WR $OO DYDLODEOH GDWD WR XSGDWH DQ\
SURGXFWVXVLQJ'39GDWD
 &KDQJHWKHLQVWDOOPRGHWR)XOO,QVWDOO7KLVZLOOIXOO\DXWRPDWHWKHGDWDXSGDWHSURFHVV
E\GRZQORDGLQJLQVWDOOLQJDQGDFWLYDWLQJGDWDVHWVDVWKH\EHFRPHDYDLODEOH
 ([SLUHGZLOOEHSXUJHGE\GHIDXOW7RFKDQJHWKHVHVHWWLQJVFOLFNRQ$GYDQFHGRQWKHOHIW
KDQG VLGH WRRO EDU XQGHU 'RZQORDGHG 'DWD <RX FDQ XQFKHFN WKH 3XUJH H[SLUHGILOHV
VHWWLQJ,I\RXVHOHFWWKLVGLDORJFOLFNEDFNRQWKH'DWDGRZQORDGDQGLQVWDOODWLRQPHQX
LWHPEHIRUHFRQWLQXLQJ
 &OLFN1H[WWRJRWRWKH'DWD$SSOLFDWLRQVWR8SGDWHVFUHHQ

 &RQILJXUH$SSOLFDWLRQVWR8SGDWH2SWLRQ3XVKRQO\

,QVWUXFWLRQVIRUFRQILJXULQJ2SWLRQ3XOOFDQEHIRXQGLQVHFWLRQ
 6HOHFWWKH UHPRWH DSSOLFDWLRQV WR XSGDWH RSWLRQ XQGHU WKH 8SGDWHV VHFWLRQ RQ WKH OHIW
KDQGSDQH

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

)LJ'DWD$SSOLFDWLRQVWR8SGDWH
 &OLFNWKH$GG1HZ(QWU\EXWWRQWRFUHDWHHQWULHVIRUDQHZUHPRWHDSSOLFDWLRQWRXSGDWH
 3RSXODWHWKHDYDLODEOHILHOGVDVQHFHVVDU\
R 1DPH 1DPH XVHG LQ WKH FRQILJXUDWLRQ WR UHIHU WR WKDW SDUWLFXODU UHPRWH
DSSOLFDWLRQ
R 3URGXFW&RQILJXUDWLRQ)LOH)XOO81&SDWKWRWKHLQLILOHXVHGE\WKHUHPRWH4$6
DSSOLFDWLRQ
R 3URGXFWLRQ&RQILJXUDWLRQ)LOHV7\SH.HHSDV$XWR
R ,QVWDOO0RGH7KLVDOORZVDXWRPDWLRQWKHLQVWDOODWLRQDQGDFWLYDWLRQRIWKHGDWDIRU
WKLVSDUWLFXODU4$6SURGXFW
R ([FOXGH,I\RXZLVKWRSUHYHQWDQGGDWDVHWVEHLQJSXVKHGWRDUHPRWHPDFKLQH
WKH\FDQEHHQWHUHGLQWKUHHOHWWHUIRUPLQWRWKLVILHOGLQDFRPPDVHSDUDWHGOLVW
R 5HPRWH GDWD GLUHFWRU\ 81& SDWK WR WKH GDWD GLUHFWRU\ RQ WKH UHPRWH 4$6
LQVWDOODWLRQ
R 'DWD 'LUHFWRU\ ORFDWLRQ 7KH ORFDWLRQ RI WKH GDWD GLUHFWRU\ XVHG E\ WKH UHPRWH
4$6LQVWDOODWLRQDVVHHQRQWKDWPDFKLQH7KLVSDWKFDQEHUHIHUHQFHGE\HLWKHU
WKHORFDOGULYHQDPHRUWKH81&VKDUH
R $GGUHVV 2QO\ IRU 6HUYHU EDVHG WRROV VXFK DV 4$6 3UR 6HUYHU DQG 4$6 3UR
:HE 7KLV LV WKH KRVW QDPH RU ,3 DGGUHVV RI WKH PDFKLQH RQ ZKLFK WKH 4$6
DSSOLFDWLRQLVLQVWDOOHG
R 3RUW 2QO\ IRU 6HUYHU EDVHG WRROV VXFK DV 4$6 3UR 6HUYHU DQG 4$6 3UR :HE
7KLVLVWKHSRUWRQZKLFKWKH4$6DSSOLFDWLRQLVOLVWHQLQJRQWKHUHPRWHPDFKLQH
R ,V WKH UHPRWH PDFKLQH 81,; IRU 81,;/LQX[ LQVWDOODWLRQ WR HQVXUH SDWKV DUH
DGGHGWRWKHFRQILJXUDWLRQILOHVFRUUHFWO\LHYV?
127(0DSSHGGULYHVDUHQRWVXSSRUWHGVRSOHDVHHQVXUHWKDW\RXXVHD81&VKDUHQDPH
ZKHUHUHIHUULQJWRILOHIROGHUORFDWLRQV

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 &RQILJXUH(PDLO1RWLILFDWLRQ

)LJ(PDLO1RWLILFDWLRQ3UHIHUHQFHV
 &KHFN WKH HQDEOH HPDLO QRWLILFDWLRQV WLFN ER[ DQG ILOO RXW WKH QHFHVVDU\ ILHOGV WR DOORZ
4$6 (OHFWURQLF 8SGDWHV WR SURYLGH HPDLO QRWLILFDWLRQV RI XSGDWH DFWLYLW\ 7KH 7R HPDLO
DGGUHVVVKRXOGEHDUHOHYDQWGLVWULEXWLRQJURXSLQVWHDGRIDQLQGLYLGXDO
 &OLFN6HQG7HVW(PDLOEXWWRQWRFRQILUPVHWWLQJVDUHFRUUHFW
 &OLFN6DYH6HWWLQJVEXWWRQWRVDYHWKH(8&OLHQWFRQILJXUDWLRQVHWWLQJV
 &OLFN1H[WWRSURFHHGWRWKH(OHFWURQLF8SGDWHV6HUYLFHVFUHHQ

 (OHFWURQLF8SGDWHV6HUYLFH

)LJ(OHFWURQLF8SGDWHV6HUYLFH

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 &OLFNRQ(GLW6HUYLFH
 &OLFNWKH/RFDO6\VWHPDFFRXQWLI\RXZLVKWRXVHWKLVDQGWKHQFOLFN$SSO\
 ,I \RX ZRXOG OLNH WR HQWHU VSHFLILF DFFRXQW LQIRUPDWLRQ FOLFN 7KLV DFFRXQW DQG HQWHU
XVHUQDPHDQGSDVVZRUGDQGWKHQFOLFN$SSO\
 7KHVHUYLFHVWDWXVVKRXOGEHUXQQLQJ
 &OLFN1H[WDWWKHERWWRPULJKWKDQGVLGHRIWKHVFUHHQ
 &RQILJXUDWLRQIRULQVWDOODWLRQPHWKRG2SWLRQ3XOO

 ,QVWDOO

 5HSHDWVWHSVWRLQVWDOOWKH(OHFWURQLF8SGDWHVFOLHQWRQWKHUHPRWHPDFKLQH
 &RQILJXUHUHPRWHUHSOLFDWLRQFOLHQW

 7KH FRQILJXUDWLRQ HGLWRU VKRXOG ORDG DXWRPDWLFDOO\ RU FDQ EH DFFHVV YLD D GHVNWRS
VKRUWFXW
 6HOHFWWKH'RZQORDG6RXUFHXQGHU'RZQORDG&RQQHFWLRQV

 7LFN WKH WLFN ER[ (QDEOH D UHSOLFDWLRQ FOLHQW DQG HQWHU D VXLWDEOH QDPH WR ZKLFK WKLV
UHSOLFDWLRQFOLHQWZLOOEHUHIHUUHGWRDV
 (QWHUWKHIXOO81&SDWKWRWKHGRZQORDGGLUHFWRU\VSHFLILHGLQVHFWLRQ
127( 7KHGRZQORDGGLUHFWRU\VSHFLILHGPXVWEHDYDLODEOHIRUUHDGDFFHVVIURPWKHUHPRWH
LQVWDOODWLRQRIWKH(8FOLHQW
 5HSHDWWKHIROORZLQJFRQILJXUDWLRQVHFWLRQVIRUWKHUHPRWHLQVWDOODWLRQRIWKH(8&OLHQW
R &RQILJXUH'DWDGRZQORDGDQGLQVWDOODWLRQRSWLRQV
R &RQILJXUH(PDLO1RWLILFDWLRQ
R (OHFWURQLF8SGDWHV6HUYLFH

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

 :DLWIRUGRZQORDGVWREHJLQ
2QFHWKHFRQILJXUDWLRQLVFRPSOHWHDQGWKH(8&OLHQWVWDUWHGWKHSURFHVVZLOOFKHFNIRUQHZ
GDWD XSGDWHV HYHU\ WKUHH KRXUV $V WKH QHZ GDWD XSGDWHV EHFRPH DYDLODEOH WKH\ ZLOO EH
DXWRPDWLFDOO\GRZQORDGHGDQG\RXUWDUJHWDSSOLFDWLRQVXSGDWHG
<RX FDQ PRQLWRU WKH VWDWXV RI WKH (8 &RQILJXUDWLRQ (GLWRU LQ WKH 9LHZ \RXU FXUUHQW VWDWXV
XQGHUWKHVWDWXVDQGFKHFNRSWLRQLQWKHOHIWKDQGSDQH
,WLV KLJKO\ UHFRPPHQGHG WKDW GDWD H[SLU\ HPDLO QRWLILFDWLRQLV VHW XS IRU 3UR:HE DQG 4$6
3UR6HUYHU7KLVZLOOKHOSZDUQ\RXURUJDQL]DWLRQRIDQ\LPSHQGLQJGDWDXSGDWHLVVXHVLQWKH
HYHQWWKDWWKH(OHFWURQLF8SGDWHVVHUYLFHLVFRUUXSWHGRUVWRSSHG

 &RQWDFWV3DJH
8QLWHG.LQJGRPDQG1HWKHUODQGV
7HFKQLFDO6XSSRUW
([SHULDQ4$6
*HRUJH:HVW+RXVH
&ODSKDP&RPPRQ1RUWK6LGH
/RQGRQ
6:4/

7
(VXSSRUW#TDVFRP
: ZZZTDVFRPXNVXSSRUW

86$DQG&DQDGD
7HFKQLFDO6XSSRUW
([SHULDQ4$6
6XPPHU6W6WH
%RVWRQ
0$

7

(XVVXSSRUW#TDVFRP
: ZZZTDVFRPXVVXSSRUW

)UDQFH
([SHULDQ4$6
6XSSRUW7HFKQLTXH
$9(18('(6&+$036(/<6((6
3$5,6

7
(VXSSRUW#TDVIU
: ZZZTDVIUVXSSRUW

$XVWUDOLD1HZ=HDODQGDQG6LQJDSRUH
7HFKQLFDO6XSSRUW
([SHULDQ4$6
6\GQH\
/0LOOHU6W
1257+6<'1(<16:

7
(TDVVXSSRUW#DXH[SHULDQFRP
: ZZZTDVFRPDXVXSSRUW

3DJHRI
 4$6(OHFWURQLF8SGDWHV*XLGH

0(/%2851(
7
(TDVVXSSRUW#DXH[SHULDQFRP
: ZZZTDVFRPDXVXSSRUW

 )XUWKHU'HWDLOV
3OHDVH UHIHU WR KWWSZZZTDVFRPHXSGDWHV IRU GHWDLOHG LQIRUPDWLRQ DERXW (8 ,I \RX DUH
XQDEOHWRILQGWKHDQVZHUWR\RXUTXHVWLRQRQWKLVVLWHRUKDYHDQ\IHHGEDFN\RXZRXOGOLNHWR
VKDUHSOHDVHHPDLO\RXUORFDOVXSSRUWRIILFHRUFRQWDFW\RXU&XVWRPHU$FFRXQW0DQDJHU

 )XUWKHU'HWDLOV
3OHDVH UHIHU WR KWWSZZZTDVFRPHXSGDWHV IRU GHWDLOHG LQIRUPDWLRQ DERXW (8 ,I \RX DUH
XQDEOHWRILQGWKHDQVZHUWR\RXUTXHVWLRQRQWKLVVLWHRUKDYHDQ\IHHGEDFN\RXZRXOGOLNHWR
VKDUHSOHDVHHPDLO\RXUORFDOVXSSRUWRIILFHRUFRQWDFW\RXU&XVWRPHU$FFRXQW0DQDJHU

3DJHRI