2023-06-02 Meeting notes
- Elisa Kendall
Date
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:
- We discussed SEC-185, to move certain terms from DebtAnalytics to InstrumentPricing - John will review and confirm which terms are important to move and also look at their definitions to improve on them.
- We also discussed SEC-181 - John will take a look and attempt to clarify.
- John will also take a look at SEC-73 to determine whether or not we can close the JIRA issue, since we think we have good coverage of the CFI codes for equities. We may be missing codes for (1) L Limited partnership units, (2) D Depositary receipts on equities, (3) Y Structured instruments, (participation), and (4) M Others (miscellaneous). What we need is confirmation that those still need to be added, although we believe the concepts are covered for all of these areas now.
- John will also take a look at SEC-119, other classification schemes, to come up with a list of those we should include. The focus should be on non-proprietary / open source schemes we can add, i.e., those that are publicly available. Bloomberg's symbology is open, for example. There is also a difference between industry classification schemes, like those linked to SEC-119, and instrument classification schemes, which might include Bloomberg's symbology. Typically these are used indirectly to classify instruments issued by companies in that industry.
One priority is to create a set of jurisdiction-specific ontologies for instruments such that we can move some of the bonds to those ontologies, depositary receipts, and so forth. Another division might be related to publisher-specific content, such as Bloomberg vs. Thomson-Reuters. Yet another priority is to complete the dependent ontologies related to ABS so that we can release ABS. This includes coverage of the ACTUS parameters for the three kinds of loans they parameterize, and also any ILDR requirements we may be missing.