FIBO - FCT - Loans and Mortgages Home


Welcome to the home for the FIBO Loans and Mortgages Team!

Documentation and other materials for the team.  

JIRA issues related to this Team are found here.


Meeting Schedule

The FIBO-Loans FCT meets weekly USA 1530-1500. https://www4.gotomeeting.com/join/205024831

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Open Issues and Actions

DescriptionDue dateAssigneeTask appears on
  • Jennifer Bond-Caswell (Unlicensed), Lynn Calahan [X] (Unlicensed), Michael - continue discussion of necessity of adding Identifier class

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    . Describe CreditScore Unable to locate Jira server for this macro. It may be due to Application Link configuration. .

Jennifer Bond-Caswell (Unlicensed)2016-03-24 Meeting notes
  • Michael Consider how to broaden to CreditScoreModelScheme rather than  CreditScoreModelType, Off-line withy Lynn, maybe look at arrangement in FIBO FND. Not that different from addressing scheme. MOVE TO ID RATIONALIZATION
    Result: I’m not sure in what sense a CreditScoreModelScheme is an AddressingScheme, which is itself a kind of IndexingScheme (in FND).  An address is an index to a location. What is a credit model type an index to?   Does this sound right?  If so, is there a good reason to do this now?
    I propose to defer for now, and change it if required by HMDA.

Michael2016-03-24 Meeting notes
  • Michael - Add hasPayor and hasPayee to ObligationToPay
Michael2016-07-07 Meeting notes
  • Lynn Calahan [X] (Unlicensed), Jennifer Bond-Caswell (Unlicensed), Michael - review Obligor/Obligee and Payor/Payee concepts and relationships for appropriate construction and relationships
Lynn Calahan [X] (Unlicensed)2016-07-07 Meeting notes
  • Michael MU will replace hasGiver/hasGetter with hasObligor/hasObligee and will make recommendation to FND
Michael2016-07-07 Meeting notes
  • Michael On has payor/has Payee       MU will rework this example this way and propose back to the group
Michael2016-07-07 Meeting notes
  • Michael On Obligation to Report MU to reflect on this, make suggestion to group SEE EMAIL STING ON THIS ONE
Michael2016-07-07 Meeting notes
  • Michael On hasCosts      MU to reflect on this distionction between the cost disclosures which are more like an offer, and the obligations that spawn from the contract
Michael2016-07-07 Meeting notes
  • Add CreditReport classifier
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2016-03-31 Meeting notes
Lynn Calahan [X] (Unlicensed)2016-04-28 Meeting notes
  • Michael: Create relation between FinancialServiceProvider and LEI to be inherited by entire FSP stack
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    .
Michael2016-04-21 Meeting notes
  • Michael: Remove ConformingLoanContract and ConventionalLoanContract as classes Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Michael2016-04-28 Meeting notes
  • Michael: Link LEI to AutonomousAgent Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Michael2016-04-21 Meeting notes
  • Lynn Calahan [X] (Unlicensed), Jennifer Bond-Caswell (Unlicensed), Michael

    1. Discuss with Elisa Kendall Transaction concept in FBC;

    2. Confer with FND re Account intention and

    3. Invite FND member to attend a Loan session to discuss higher level concepts and connections to upper ontologies
    4. Load additional ontologies for Contract, Account, and Transaction middleware Unable to locate Jira server for this macro. It may be due to Application Link configuration.
    5. Review Legal concept in FND and bring back Unable to locate Jira server for this macro. It may be due to Application Link configuration.
    6. Discuss inheritance of CreditInquiry, Occurance (location?) (FND), Unable to locate Jira server for this macro. It may be due to Application Link configuration. etc. 
     

Lynn Calahan [X] (Unlicensed)2016-03-31 Meeting notes
Lynn Calahan [X] (Unlicensed)2016-03-24 Meeting notes
Michael2016-03-17 Meeting notes
  • Michael Remove ObligationToPay and recast as new class for LoanCosts

    Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Michael2016-03-17 Meeting notes
Lynn Calahan [X] (Unlicensed)2016-03-17 Meeting notes
  • Lynn Calahan [X] (Unlicensed) Inquire regarding the Parties referred to in Commitment and appropriate or standard naming conventions Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Lynn Calahan [X] (Unlicensed)2016-03-17 Meeting notes
  • Lynn Calahan [X] (Unlicensed) Discuss with Foundations the concept of Property has terms in LoanContract and its intention Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Lynn Calahan [X] (Unlicensed)2016-03-17 Meeting notes

JIRA Issues

key summary type created updated due assignee reporter priority status resolution

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