Date

11 May 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:

This morning we discussed the revisions made to date to reflect the CFI codes for common shares. We are missing the 'adaptedFrom' annotation for the CFI standard with a link to the ISO site, and need a better definition for the code than what we currently have. We are also missing a restriction on denotes for the code. We should also remove the 'CFI-' prefix on the currrent set of codes, and revise the namespace prefix to include the standard, as we've done for other reference data.

We discussed tackling the classes needed to support preferred shares next, including the retirement/redemption provisions and income provisions, a few of which are in the current model. Some more information about them is given in Investopedia, at

https://www.investopedia.com/articles/stocks/06/preferredstock.asp

Note that at Citi, the preferred term for redeemable is callable, which is also what is used in Investopedia. We also agreed that for the time being, the codes for equities will be in the equities module, codes for debt in the debt module, etc.

Decisions:

Action items

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