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Table of Contents

...

NameOrganizationAttending (Y/N)
Hammad AkbarCiti
Will Quan JPM
Nilesh BhattadJPM

Ayaz Haji

GS
Peter SmulovicMS
Oli BageMS
Nick KolbaOpenFin
Espen OverbyeOpenFin
David LandismanPortware - FactSet
Jerry Savoretti Portware - FactSet
Eugene GroisHSBC
Johan Sandersson FactSet
Brian Mullane TR
Katia BaninaRefinitiv
Hershal ShahIHS Markit
Frank TarsilloIHS Markit
Marmik ShahAllianceBernstein
Aadi ThayyarAllianceBernstein
John LinAllianceBernstein
Kiran JawaleAllianceBernstein
Tim KoleckeCitadel
Mirajana PanticUBS
Svyatoslav (Slava) KryukovDB
Justin PetersonTradeWeb 
Bruce SkingleSymphony
Mario OrphanouSymphony
Lawrence MillerSymphony
Mike HarmonSymphony
Sid NadellaSymphony
Mario OrphanouSymphony
Rob Underwood FINOS
Tosha Ellison FINOS
Maurizio PillituFINOS
Alexandra Stratigos FINOS (scribe)

...

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



Image Added

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)5 min

AOB & adjourn

Hammad Akbar



Decisions Made

Action Items

  • Reporting Rob & Hammad
  • Johan - asked for group to review Confluence page & comeback with suggestions/asks
  • Which actual objects have been declared & integrate that list as well
  • Next session - schedule Mira session (top of agenda)
  • Continue debates on specific objects.