Descriptions & Functionality

Refinitiv Loan Connector (LC) Advanced Search offers 25 different criteria categorized into four different areas.  Found below are definitions of these search terms and an explanation of how EFL uses them to return results to users.

How Advanced Search Works

Divided into four different sections, Advanced Search allows users to set a single search parameter or as many as 25.  EFL's Advanced Search will return results that match all of the criteria selected; any criteria selected will further refine the results returned.  For example, a user searching for "Primary Loan Market" and "Food & Beverage Industry" in the overall section will return all news and analytic data for Food & Beverage industry loans in the Primary Market.  If they then add the Purpose criteria of "Leveraged Buyout" in the Deal Information section, the search will return news & analytics for Food & Beverage industry loans in the Primary Market with a purpose of "Leveraged Buyout".

Search Criteria Definitions & Use

Overall Section

Company Name

Search for any company in the EFL database.  Begin by entering at least 3 characters and continue typing until the desired company appears in the drop down list.  Select the company.  Only one company at a time may be selected.

LIN/CUSIP

Enter any valid LIN/CUSIP number.  An invalid LIN/CUSIP will return no results.

Text Search

Search for text within EFL news or analytics by entering the text string here.  Results are precise, therefore care should be taken to enter the desired text correctly.

Date Range

Use either a preset relative search range from the drop down list, such as the last day, week, month, 6 months, year, etc.  Or customize the date range of the search by selecting "Custom" in the drop down list and then entering the desired date range.

Market Stage

Select Primary or Secondary Loan Markets or both.  Leaving both check boxes empty is equivalent to checking them both.

Market

Select one of the seven major markets defined by EFL.  Asia-Pacific, EMEA, Latin America, Middle East, U.S., Global or Cross-Border.  Multiple selections may be made at once in a given search.

Segment

Select from a variety of market segments defined by various characteristics such as borrower size, leverage, loan type, etc.  Multiple selections may be made at once in a given search.

Industry

Select an industry/sector from the list.  Either select from the drop down list that appears or begin typing the desired industry and select from the narrowed list.

Asset Type

Select CDO or Loans.

Borrower/Issuer

Type

Choose from Diversified Comglomorate, Semi-Sovereign, Semi-Sovereign (Minority Shareholder) or Sovereign.

Rating

Choose from any or all of the S&P/Moody's ratings groups as well as Not Rated or Rating Changes.

Country/Region

Select as many country/region options as desired.

U.S. State

Select any or all 50 U.S. States.

Deal Information

Purpose

Choose any or all applicable deal purposes from the drop down list or begin typing the desired purpose and choose from the refined list.

Deal Type

Choose any or all applicable deal structures from the drop down list or begin typing the desired deal type and choose from the narrowed list.

Security

Choose any or all desired loan repayment security types.

Pricing

Choose any or all desired deal pricing options from the drop down list or begin typing the desired pricing structure and choose from the narrowed list.

Syndication

Choose any or all points in the loan syndication process.  Select from the drop down list or begin typing and choose from the narrowed list.

Trading

Choose any or all points in the secondary trading process.  Select from the drop down list or begin typing and choose from the narrowed list.

Amendment

Covenants

Choose any or all covenant types.  Select from the drop down list or begin typing and choose from the narrowed list.

Lender

Select to search for deals with a Lender List/Bank group.

Information Type

Story Type

Story Type refers to different kinds of News stories that are searchable on EFL.  These include Feature Story, Late Breaking News (LBN) Story, People Story and many more.  Choose any or all Story Types.  Select from the drop down list or begin typing and choose from the narrowed list.

Document Type

Document types are the news and various analytics documents posted on EFL.  These include Calendars, Pricing Grids, Features, News, Relative Value and many others.  Choose any or all Document Types.  Select from the drop down list or begin typing and choose from the narrowed list.