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Date

Attendees

 

 

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/browse/SEC/?selectedTab=com.atlassian.jira.jira-projects-plugin:issues-panel

5)  Todays content discussion.

 

            UML

            Spreadsheet

            Protégé

6)  For next week.

Proceedings

Focus today: look at a couple of FBC changes around Debt and Derivatives.

 

Everything in GitHub Pink (by late today )

 

Need more general definition for Debt Instrument. ISO 10962 is too narrow.

 

Refinement of "date(s)" in FBC to include settlementDate

 

Contract terms are children of commitment--this solves a strange bit of indirection.

 

FBC-95 -- lifecycle confusion

 

Need clarification on distinction between "order" and "trade"

 

LifecycleEvent...what does that look like, stages/sub-events...?

 

Debt Offering: all have redemption provisions?

 

Slides from this week's discussion, which focused mainly on the additions of settlement- and lifecycle-related definitions, which need review and input, are available at -

Decisions

 

Action items


  • Bobbin Teegarden - review of the definition of lifecycle, lifecycle stage, and lifecycle event in general
  • Gareth Isaac - input on the definition of a lifecycle of an order and lifecycle of a trade