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Diagrams and Screenshots from Protege

Specification materials were presented to the Securities/FBC and Loans working groups the week of May 4th, 2015.  This presentation has been split into two parts due to the size of the images.

Part 1 - Financial Instruments, Financial Intermediaries and Regulatory Agencies – FBCUpdate-20150506-Part1.pptx

Part 2 - Regulatory Agencies (continued), Registration Authorities, Products and Services, Clients and Accounts, and Payments and Schedules, as well as homework including a few draft individuals as examples – FBCUpdate-20150506-Part2.pptx

Meeting slides covering Languages and Countries, presented in the Securities/FBC working group session on June 1 – FIBO Securities Content Team Meeting 20150601.pptx

Meeting slides covering Business Registries, presented in the Securities/FBC working group session on June 8 – FIBO Securities Content Team Meeting 20150608.pptx

Revised presentation materials from the OMG Technical Meeting, Finance Domain Task Force (DTF) Plenary Session, 17 June 2015 – FBCUpdate-20150617-Part1.pptx, FBCUpdate-20150617-Part2.pptx

Meeting slides covering extensions to Regulatory Agences, presented in the Securities/FBC working group session on June 29th – FIBO Securities Content Team Meeting 20150629.pptx

 

Draft Definitions

Spreadsheets containing many of the definitions for terms in the ontologies have also been distributed at a number of recent meetings.

Revised definitions as of the week of 5/11 to incorporate some of the feedback from Citi and comments made during meetings - 

Definitions as of 4/13, by ontology (definitions for each ontology are in a separate tab) - FBCTermsAndDefinitions-20150413.xlsx

Comments on the definitions as of 4/13 by Citi, provided 4/24 - Citi input to FBCTermsAndDefinitions-20150424.xlsx

 

Examples

Example individuals, in spreadsheet form, for Legal Entities and corresponding Functional Entities – LegalEntityAndFunctionalEntityExample.xlsx

Example individuals, revised spreadsheet including Fidelity examples – LegalEntityAndFunctionalEntityExample-20150601.xlsx

Example individuals (RDF/XML serialized OWL file) as of July 20th 2015 – ExampleIndividuals.rdf

Draft Ontology Status

Languages, Countries and Codes Specification (LCC) as of 08/09/2015 – 

  • Languages Module – current in GitHub in LCC/Languages includes AboutLanguages, LanguageRepresentation, ISO639-1-LanguageCodes, ISO639-2-LanguageCodes to date; AboutLanguages and LanguageRepresentation, and ISO639-1-LanguageCodes are in final form, the ISO639-2-LanguageCodes ontology lacks German names, identifies Language and isMemberOf CodeSet properties
  • Country Codes – current in GitHub in LCC/Countries, includes AboutCountries, CountryRepresentation, ISO3166-1-CountryCodes, ISO3166-2-SubdivisionCodes; AboutCountries and CountryRepresentation is in final form, the codes ontologies are still in work (3166-1 codes need Identifies Country and isMemberOf CodeSet properties, review wrt latest UN revisions; 3166-2 codes are a starting point draft, work there is ongoing)

Additions to Foundations (FND) as of 8/09/2015 --

  • Classification Schemes – current in GitHub in FND/Arrangements, no anticipated changes
  • QuantitiesAndUnits – current in GitHub in FND/Quantities, no anticipated changes
  • Revised CurrencyAmount ontology and Currency Codes – current in GitHub in FND/Accounting, includes ISO4127-1-CurrencyCodes; the codes ontology is still in work (needs identifies Currency, isMemberOf CodeSet properties, review wrt latest ISO revisions)
  • BusinessCenters – in work, not yet in GitHub (may not make it in this draft)
  • ProductsAndServices Module – current in GitHub in FND/ProductsAndService, includes AboutProductsAndServices, PaymentsAndPaymentSchedules, and ProductsAndServices
  • Revised LegalCapacity ontology – current in GitHub including licensing definitions as of 8/11/2015

Financial Business and Commerce (FBC) as of 8/09/2015 --

  • FinancialInstruments – current in GitHub in FBC/FinancialInstruments, need to relate instruments to the currency they are defined in and test with individuals, review definitions based on inputs
  • FunctionalEntities Module – current in GitHub in FBC/FunctionalInstruments, includes AboutFunctionalEntities, BusinessRegistries, FinancialServiceProviders, Markets, RegistrationAuthorities, and RegulatoryAgencies; all refactored ontologies are current in GitHub as of 8/11/2015; remaining work includes renaming LegalRegistrationAddress and changing its parent in BusinessRegistries, as of 8/11/2015
  • ProductsAndServices Module – in process of refactoring in FBC/ProductsAndService, includes AboutProductsAndServices and FinancialProductsAndServices, have been refactored, and ClientsAndAccounts is in work.  
  • Jurisdiction-Specific Ontologies – in work (will be refactored once ClientsAndAccounts has been refactored)

Example Individuals as of 8/09/2015 --

  • The current set of examples is based on the Legal Entities and Functional Entities tabs in the examples spreadsheet, above.  It represents a snapshot as of 8/03, and will be revised to incorporate additional individuals over the coming weeks – ExampleIndividuals.rdf (for loading purposes, this should be dropped into FBC/FunctionalEntities)
  • Note that the individuals in the examples file have not yet been refactored – will be completed once the jurisdiction-specific ontologies have been updated
  • AboutFBC-1.0.rdf – loads all of FND, BE, and FBC (should be at the top level in http://spec.edmcouncil.org/fibo/FBC, or http://www.omg.org/spec/EDMC-FIBO/FBC/) – includes language, country, and currency code individuals,but needs revision to use the LCC versions, so HermiT may take a few minutes to run (it really does complete, but not quickly), although Pellet classifies it fairly quickly – AboutFBC-1.0.rdf
  • AboutFBC-1.0-test.rdf – imports all of FBC, including the new ontologies and test individuals, in addition to the language, country, and currency codes – AboutFBC-1.0-test.rdf

Draft FBC Specification

Preliminary draft version (as of COB 7/31/2015) containing some of the content that we are proposing for FND updates, mainly for a format check – see FinancialBusinessAndCommerce-PreliminaryDraft-20150731.zip

Preliminary draft version (as of 8/2/2015) containing most of the content proposed as changes to FND, for a format and content review – FinancialBusinessAndCommerce-PreliminaryDraft-201500801.pdf

Revised draft as of 8/6/2015 containing all of the proposed changes to FND and revised FinancialInstruments documentation – FinancialBusinessAndCommerce-PreliminaryDraft-201500806.pdf

Revised draft as of 8/9/2015 containing Financial Instruments, several of the Functional Entities, and the refactored Financial Products and Services ontology – FinancialBusinessAndCommerce-PreliminaryDraft-201500809.pdf

Revised draft as of 8/11/2015 contains all of the primary FBC jurisdiction-independent ontologies and all changes to Foundations, with the following exceptions: (1) renaming of LegalRegistrationAddress in BusinessRegistries, (2) refactored ClientsAndAccounts, with diagrams and definitions and (3) namespaces added for the architecture section of Foundations (6.4.9) – 

 

 

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