2020-05-18 Meeting notes
- Elisa Kendall
Date
Attendees
- Christopher Regan (Unlicensed)
- Former user (Deleted)
- @Scott Orchard
- Pete Rivett
- Tahoe Blue
- @Ian Maung
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 preferred share terms - redemption provisions apply to preferred shares but also to mutual funds. It has different meaning depending on the kind of instrument, so we probably need a higher level redemption class (i.e., move it to under contractual commitment), and then specialize for the various instruments.
We currently have:
- hasTimeToMaturity - in financial instruments
- ExtensionProvision
- RedemptionProvision - needs to be split into subclasses for debt vs. preferred shares vs. funds
For Income - we have preferred cumulative, but should also have the various rates - fixed, participating, variable, variable/adjustable, managed -which is at the discretion of the firm, auction