Date

20 Apr 2020

Attendees

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:

Reviewed representation of equities with respect to the CFI standard. One subclass needed is for common convertible shares.

With respect to the various attributes, in order to determine voting rights we should consider (1) use of SHACL, (2) use of SWRL or the equivalent rules, and (3) exhaustive subclasses that would provide the actual definitions that are applicable.

To move the ball forward, we (1) created the subclass for common convertible shares, (2) created four subclasses of voting right corresponding to the options available in the CFI standard, and (3) created unrestricted and restricted share subclasses to cover restrictions on sales. Elisa will add classes for paid status to equitites offline.

With respect to bearer/registered, this concept applies to securities more generally, and thus should be added to the securities issuance ontology, and Elisa will add it there (with four subclasses). She will also create two subclasses for the most common cases, which are common, voting, fully paid, registered, and common, enhanced voting, fully paid, registered so that we can demonstrate how to apply the CFI standard to the alphabet shares in our examples. We'll discuss how to address the codes themselves, as classes or individuals, next week, including whether or not to automate development of the codes.

Decisions:

Action items

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