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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HMDA
Mar 23, 2023 • contributed by Pawel Garbacz
Handing off LOAN ontology in December 2017
Dec 10, 2017 • contributed by Michael
Preparing For Submission
Jun 27, 2017 • contributed by Michael
Contract Terms and Interest Rates
Jun 13, 2017 • contributed by Michael
Preparing For Submission
May 03, 2017 • commented by Michael

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Open Issues and Actions

Description	Assignee	Task appears on
Jennifer Bond-Caswell (Unlicensed), Lynn Calahan [X] (Unlicensed), Michael - continue discussion of necessity of adding Identifier class Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration. . 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.	Michael	2016-03-24 Meeting notes
Michael - Add hasPayor and hasPayee to ObligationToPay	Michael	2016-07-07 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	Michael	2016-07-07 Meeting notes
Michael On has payor/has Payee MU will rework this example this way and propose back to the group	Michael	2016-07-07 Meeting notes
Michael On Obligation to Report MU to reflect on this, make suggestion to group SEE EMAIL STING ON THIS ONE	Michael	2016-07-07 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	Michael	2016-07-07 Meeting notes
Add CreditReport classifier Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.		2016-03-31 Meeting notes
Lynn Calahan [X] (Unlicensed), Jennifer Bond-Caswell (Unlicensed): Review existing definitions for overly specific mortgage language. Create generic and HMDA specific instances. Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.	Lynn Calahan [X] (Unlicensed)	2016-04-28 Meeting notes
Michael: Create relation between FinancialServiceProvider and LEI to be inherited by entire FSP stack Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration. .	Michael	2016-04-21 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.	Michael	2016-04-28 Meeting notes
Michael: Link LEI to AutonomousAgent Unable to locate Jira server for this macro. It may be due to Application Link configuration.	Michael	2016-04-21 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) and Jennifer Bond-Caswell (Unlicensed) - refine CreditRequest v. CreditReportRequest and definitions	Lynn Calahan [X] (Unlicensed)	2016-03-24 Meeting notes
Michael and Lynn Calahan [X] (Unlicensed) There are 2 AIs re OTP in the chat log. I believe that the second supersedes the first but please review and confirm. ~JBC	Michael	2016-03-17 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.	Michael	2016-03-17 Meeting notes
Lynn Calahan [X] (Unlicensed) Inquire with Foundations how the class Commitment is defined	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
Unable to locate Jira server for this macro. It may be due to Application Link configuration.

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