Date

18 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:

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

Decisions:

Action items

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