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NOTE: This is an overview page, make general comments here. Do not make specific comments on the suggested additions here, they will get their own pages in due course.

 

This note identifies a number of concepts that are needed for the loans ontology, but that are not loan-specific. I recommend that they be added somewhere else in FIBO. For example, we need a property that points to a contract that the current contract was based on in some way. E.g. for an assumed mortgage.  

  1. Where should it go: in the contracts ontology
  2. Suggested name: "originalContract"  
  3. Temporary name in the loans ontology:  loans:fibo-ctr-mfu-originalContract

The URI is prefixes with where I suggest it belongs, along with my initials "mfu" so they can quickly be identified. Suggested process for each:

  1. agree on the URI and definition for the concept
  2. agree on what ontology it belongs in
  3. add the concept to that new ontology under the accepted change management policies
  4. rename the concept in the loans ontology to be the new URI.

List by Concept Type

Classes:

  • loan:fibo-pas-mfu-Offer
  • loan:fibo-mfu-Valuation
  • loan:fibo-fbc-mfu-Settlement
  • loan:mfu-Report
  • loan:fibo-alx-mfu-Measurement
  • loan:fibo-mfu-ApplicationDocument
  • loan:fibo-mfu-MetroDivision
  • loan:fibo-mfu-MetroStatArea
  • loan:mfu-EIN
  • loan:adr-mfu-EmailAddress
  • loan:adr-mfu-PhoneNumber
  • loan:fibo-mfu-Specification (optional, for information artifacts that indicate how, what, when something should must or may be done. It includes agreements, regulations, monetary amounts etc.  Makes for a less flat hierarchy.) There is an sm:Specification, but it is a skos:Concept which is not what we want).
  • loan:fibo-Inspection
  • loan:fibo-instantiates
  • loan:fibo-InsuranceContract
  • loan:fibo-InsuranceType

Object Properties:

  • loan:fibo-own-mfu-hasValue to connect Asset to its value
  • loan:ctr-mfu-originalContract
  • loan:rel-mfu-hasMember [loan:rel-mfu-isMemberOf ] (meaning generic member)
  • loan:fibo-own-mfu-hasValue (use hasNotionalAmount)
  • loan:dt-fd-mfu-coversPeriod (e.g for when the scope of something is a DatePeriod, e.g a reporting period)
  • loan:rel-mfu-isProducedBy (to generalized pas:isProducedBy that only applies to a Product).
  • loan:rel-mfu-submittedBy (for forms, legal documents etc)
  • loan:mfu-ContactInfo
  • loan:mfu-hasOrgContactInfo
  • loan:mfu-hasIndividualContactInfo
  • loan:fibo-appraiser
  • loan:fibo-seniorAppraiser
  • loan:fibo-participant
  • loan:fibo-giver, loan:fibo-getter
  • loan:fibo-input(inputOn) output(outputOn)
  • loan:fibo-insuranceProvider
  • loan:fibo-itemInspected
  • loan:fibo-itemOffered
  • loan:fibo-performedBy

 Data Properties

  • loan:rel-mfu-hasCount (to generalize fibo-fnd-dt-fd which only applies to a RegularSchedule)
  • loan:mfu-hasString – to connect a text object to its string.

List by Ontology Grouping

FND

Arrangements: fibo-fnd-arr-arr

fibo-arr-arr-mfu-isGenericMemberOf: indicates that an individual is in a Collection. Add this to arrangements ontology, make it a superproperty of isMemberOf, which is too narrowly defined. 

 

Contracts: fibo-fnd-agr-ctr

fibo-ctr-mfu-originalContract: Points to a contract that the current contract was based on in some way. E.g. for an assumed mortgage

 

Analytics: fibo-fnd-utl-alx 

fibo-alx-mfu-Measurement: The act of taking a measurement.  Some measurement procedure is used to measure some aspect of something giving a result typicalliy expressed in some units .  E.g. a valuation measuring the value of an asset expressedin USD

 

Products and Services: fibo-fnd-pas-pas

loan:fibo-pas-mfu-Offer:  A commitment to provide a product or service for an agreed price if a buyer comes along.

 

FBC

Not Sure which ontology:

 fibo-fbc-mfu-Settlement: An Occurrence whereby monies are transferred to the parties' accounts, e.g. for a trade or a loan.

 

Country?  fibo-fnd-plc-cty

loan:fibo-mfu-MetroDivision: Metropolitan division (MD)

loan:fibo-mfu-MetroStatArea: Metropolitan statistical area (MSA)


Documents: fibo-fnd-arr-doc

fibo-fbc-mfu-ApplicationDocument: A Document used to apply for something.

 

UNSURE where it should go.

loan:fibo-mfu-Valuation: A Measurement to assess the value of something, e.g. a house, or a bond. The result is in some currency.

<< in process, unfinished >>

 

 

 

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