Date

03 Feb 2020

Attendees

Elisa Kendall
Pete Rivett
@Ian Maung
@Marina Severinovskaya
@Scott Orchard
Former user (Deleted)

Agenda

1) Use Case reminder

2) Where we are on our road map.

3) Open Action Items

4) JIRA Issues Review - https://jira.edmcouncil.org/projects/SEC/issues/SEC-7?filter=allopenissues

5) Todays content discussion.

SMIF OWL-UML

SKOS

RDF/S

6) For next week.

Proceedings:

Discussion of access to GitHub - at Citi, Ian has access to github from his work laptop but Marina and others do not. There are really multiple needs - access to JIRA for those like Marina that we've requested, and access to github is unlikely to occur on their side for most people.

One way to facilitate access would be for Robert to open access to the wiki and JIRA so that people can self-register, rather than having to ask for each person to be added. Elisa will reach out to ask Robert to make this change.

We reviewed the current examples that Elisa created for the various issuers / securities we want to be able to use as test cases and as a part of our use cases. These are incomplete, although the content for the various issuers of the set of common stocks we are interested in is largely complete. We still need to encode Alphabet / Google, and, in order to cover the ownership and control relations from GLEIF for Citi, we need CitiCorp LLC, which is the holding company that owns and controls Citibank, National Association. For next week Elisa will attempt to include both organizations, and then begin to represent the corresponding common stocks and their identifiers in the equities examples for review.

The current set of example business entities, issuers and securities are available in Elisa's Fork on github, IND-77 branch. The core business entities are in https://spec.edmcouncil.org/fibo/ontology/BE/LegalEntities/NorthAmericanEntities/USExampleEntities. The extended entities, including LEI registration and BIC codes, are in https://spec.edmcouncil.org/fibo/ontology/FBC/FunctionalEntities/NorthAmericanEntities/USExampleIndividuals. The equities individuals are in https://spec.edmcouncil.org/fibo/ontology/FBC/FunctionalEntities/NorthAmericanEntities/USExampleIndividuals. All 3 files are up to date (and will be updated further) with what we reviewed today on the SEC call, and are the ontologies that will evolve over the coming week to add Alphabet and CitiCorp, as well as additional equity information about the instruments themselves.

Decisions:

Action items

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