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Table of Contents

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Attendees

NameOrganizationAttending (Y/N)
Hammad AkbarCiti
Will Quan JPMNilesh BhattadJPM

Ayaz Haji

GSPeter SmulovicMSOli BageMSNick KolbaOpenFinEspen Overbye
OpenFinDavid LandismanPortware - FactSetJerry Savoretti Portware - FactSetEugene GroisHSBCJohan Sandersson FactSetBrian Mullane TRKatia BaninaRefinitiv
Hershal ShahIHS MarkitFrank TarsilloIHS MarkitMarmik ShahAllianceBernsteinAadi ThayyarAllianceBernsteinJohn LinAllianceBernsteinKiran JawaleAllianceBernsteinTim KoleckeCitadelMirajana PanticUBSSvyatoslav (Slava) KryukovDBJustin PetersonTradeWeb Bruce SkingleSymphonyMario OrphanouSymphonyLawrence MillerSymphonyMike Harmon
SymphonySid NadellaSymphonyMario OrphanouSymphonyRob Underwood FINOS
Tosha Ellison FINOSMaurizio
PillituBen GoldFINOSWellington
Alexandra Stratigos FINOS (scribe)Riko EksteenAdaptive

Outstanding Action Items

Task report
pages123404294

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Time
WhoNotes from the Meeting
5 minConvene & roll call
10 minUpdate from FINOS Open Source Strategy Forum (OSSF)William Quan

Tosha/Rob gave OSSF update

Tosha touched on new programs.  Key highlights:

  1. Members starting to engage & FINOS in last 7 mos has grown
  2. Practical useful information on growing contributions
  3. OSR emphasis
  4. Videos to be posted shortly
15 minWalk through of new Use Cases from FDC3 programJohan Sandersson



Johan → Different symbologies exists 

Key Points:

  • How to share data in FDC3?
  • This group not trying to decide WHAT should be shared.  
  • This is useful for FDC3 but also has industry wide application
  • Goal, in 2 years from now, no longer debate of how data looks when coming from a Financial institutions because  standards have been defined.
  • Having a simple, standard way to refer to instruments (references)

Agreed that Instruments means references

Includes:

  • Optional name tag
  • Industry standard IDs
  • Starting from basic ticker signal
  • Industry standards
  • But could be any type of internal identifier
10 minRFQ Working Group Status Update and Feedback on RFQ and Order Objects


5 minIntroduction of Equity OTC Use CaseMira PanticRescheduled to top of agenda at next meeting (Dec 18th)
5 min

Object Repository - Update


Rob Underwood (Deactivated)

AOB & adjourn

Hammad Akbar



Decisions Made

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