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Date

Attendees


Mike Atkin


Agenda

1) Use Case reminder

2) Where we are on our road map. 

3) Open Action Items

4) JIRA Issues Review - https://jira.edmcouncil.org/projects/FBC/issues/FBC-106?filter=allopenissues

5) Todays content discussion.


FIBO Management Memorandum

 FCT: Financial Business & Commerce (FBC)

DA: January 7, 2019

RE: Ratings Ontology Internal Planning

Attendees: Cory Casanave, Elisa Kendall, Pete Rivett, Michael Atkin, Mike Bennett, Dennis Wisnosky

Next Meeting: Wednesday, January 23 at 11:00am-12:00pm EST

 

The purpose of the meeting was to create an approach for consolidating and enhancing the “ratings ontology” for FIBO within FBC.  Participants agreed that financial ratings would generally falling into four categories (classes) – entities, instruments, individuals and opinions.  The development process includes three organizational components:

 

  1. Working Meeting: to achieve internal alignment among FIBO team (attendees) on ratings concepts within FIBO and to make proposed design decisions.  
  2. Orientation Meeting: briefing for EDMC members to evaluate and adjust the EDMC proposal
  3. Working Sessions: to add concepts and achieve consensus 

 

Cory extracted and structured the existing concepts within FIBO into a generic concept diagram (making a distinction between “rating classes/what is rated” and “what they rate/type of rating”).  Elisa agreed to provide additional evaluation of ratings concepts within FIBO for the next meeting.

 

References

 

  • Generic model of ratings concepts
  • Diagram and RDF expression of extracted ratings concepts


6) For next week.

Proceedings:

20190107 Ratings Kickoff Call Notes.rtf

20190107 Ratings OWL from Cory.rdf

Decisions:

Action items

  • Elisa Kendall review and enhance draft ontology from Cory
  • Mike Atkin update and notify meeting for Wednesday January 23 from 11:00-12:00 to review internal ontology proposal