Date

12 May 2016

Attendees

Agenda

FIBO Loans FCT Meeting Agenda_051216.doc

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

5) Todays content discussion.

UML loans-2016-04-19.pdf

Spreadsheet LoansAnnotations-FreshCopy- Integrated_review05122016.xlsx

Protégé loanCore-2016-04-19.rdf

6) For next week.

Proceedings

Continued review of HMDA concepts in LoanAnnotations file and OWL relationships.

ChatLog DW FIBO Reoccurring Meeting 2016_05_12 17_07.rtf

LoansAnnotations-FreshCopy- Integrated_review05122016_team updates.xlsx

FIBO Loans FCT Meeting Minutes_051216.doc

Review of development

Picking up on review of LOAN updates

Picked up where we left off last time at CreditMessage

CreditMessage definition reviewed and approved for update

Review of CreditMessageType

Enumerations would be constructed as classifiers

CreditAlertMessage on the table?

Back to CreditMessage to refine definition. Modified "alert" to "notify"

AI: Review jurisdictional aspects of list of enums for CreditMessageType

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

Review CreditReportProduct

On table: is a CreditReportProduct a FinancialProduct? Service?

Al: Reclass CreditReportProduct as an information product or service Unable to locate Jira server for this macro. It may be due to Application Link configuration.

CreditReportResponse?

Request by its nature has a Response. Request is an order for a product?

InformationProductt? CreditReportType?

Eduardo: Isn’t the credit report always at the customer level? Not at the product level. That was my understanding

credit bureau matches by SIN number most of the times and send whatever you request.

AI: Review FND AI CreditReportRequest/Response Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Eduardo: I agree that some times there is no response and the request still needs to be tracked.

CreditReportType?

CreditEvaluationProduct?

Al: review risk assessment and credit evaluation process and types in FND Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Eduardo: I like kind of credit report

Michael Uschold: A specific kind of credit report that can be ordered in a CreditReportRequest.

CreditReportRequest review

Discuss and refine definition

Approved and accepted

CreditRiskAssessment review

Review placement in OWL and inheritance from FND

Review and refine definition

AI: Review RiskAssessment in FND

TODO:

1. Recommend add to upper FIBO something for InformationProduct, may not fit under current narrow definition of pas:Product. Report would be a subclass of this.

2. add new class called Response, and a property responseTo which links to a Request.

3. Remove restrictions to PreApproval things on CreditRiskAssessment.

4. CreditMessage: Consider how to include info about what the jurisdiction is

5. Move CreditReportProduct to be a subclass of Product, not FinancialProduct

Decisions

Action items

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