Definitions
In plain terms
Rules can examine listing, size, liquidity, free float, trading history, domicile, security type, or other documented criteria.
Technical
Each rule needs field definitions, point-in-time inputs, thresholds and boundary inclusivity, observation window, missing policy, effective version, and exception governance.
Scope
Eligibility is methodology-specific and does not guarantee inclusion when ranking or capacity constraints also apply.
Examples
- A governed index record identifies eligibility rule with its applicable methodology version, effective time, source, and units.
Common misconceptions
- Eligibility Rule does not have one universal implementation without the named index methodology, data cutoff, and governance context.
Concept relationships
Where this concept is used
- ImportantFactor-Score-Weighted IndexD03-F03-A03
- ImportantThematic-Tilt IndexD03-F03-A06
- PrimaryEligibility ScreenD03-F06-A01
- PrerequisiteLiquidity ScreenD03-F06-A02
- ImportantFree-Float Factor CalculationD03-F06-A03
- PrerequisiteIPO Fast-Entry RuleD03-F06-A04
- ImportantReconstitution AlgorithmD03-F06-A05
- ImportantTurnover Buffer RuleD03-F06-A07
Evidence and governance
- MSCI Global Investable Market Indexes Methodology Library MSCI · first party methodology
Supports: preferred label, short definition, technical definition
Limits: MSCI methodology and production data are provider-specific and branded data or calculated values may require licenses.
- Fintech Builder Glossary Definition Contract The Fintech Builder · internal governed contract
Supports: variant distinction
Limits: Defines governed platform behavior rather than claiming these policies are universally prescribed by external McClellan methodology.
- Reviewed by
- fintech-builder-owner-approved
- Last reviewed
- 2026-07-27
- Next review
- 2027-07-27
- Record status
- published