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Meeting minutes status: Draft (pending approval)

Table of Contents 

Date/Time

Thursday, January 13, 2020

Attendees


NameOrganisationGithub ID (optional)
Riko EksteenAdaptive rikoe
Nick Kolba

Johan SanderssonFactSet
Mark ValeirasChartIQ/Finsemble

Outstanding Action Items

DescriptionDue dateAssigneeTask appears on
  • Johan Sandersson to look at how we can link between intents and use cases in FDC3 website documentation
Johan Sandersson2020-02-13 Meeting Notes
Riko Eksteen2019-10-10 Meeting Notes

Agenda

TimeItemWhoNotes from the Meeting
5 minConvene & roll callRiko Eksteen
5 minApprove previous minutes, and review actions for previous meetingsEveryone
15 mins

Review open GitHub issues:

Everyone

15 mins

Review pull requests:

Everyone

Investigate a common list type for contexts after 1.1 release.

10 mins

Review remaining FDC3 1.1 release tasks:

  • Vote on intent and context data specifications
  • Fill out reference documentation + examples for the officially standardised intents and contexts.
Everyone

Mark is going to help with filling out documentation.

Johan - look at how we can link intents to use case in the docs.

10 mins

Discuss potential post-1.1 context data and intents work

  • New types and intents, e.g. RFQ, ExecuteTrade, etc.
  • Asset classes other than equities, e.g. FX
Everyone

Expand intent universe (based on use cases)

Collection types

Returning context types for intents that return data (API + Context Data + App D)

Should fdc3.open be an intent, or have an equivalent intent? Mark to create an issue on GH.

Multi-asset

Intents/types related to buy/sell instructions, orders, e.g. ExecuteTrade - Spans API, Use Cases, App D and Intents → Use case #4

5 minsAOB & adjournEveryone

Include description to schema about differentiation between id lookups and other metadata properties.

Add example of expanded context object, e.g. instrument - Mark

Get discussions going on GitHub about RFQs

Decisions Made

  • Future roadmap for Context Data and Intents after 1.1 release:
    • Common collection type for contexts (instead of numerous different typed ones)
    • Intent + context data for Use Case #4 (executing an FX trade)
    • Return data/type from raising an intent to provide trade confirmation/rejection/error for FX trade use case
    • Multi-asset support (not just equities)
    • Define use cases, intents and context types for Request for Quote (RFQ) workflows

Action Items

Capture any actions that were identified here, and make sure they are also captured on the group's task page during, or immediately after, the meeting

  • Mark Valeiras to add a GitHub issue about fdc3.open API vs having an OpenApplication intent
  • Mark Valeiras to help out with filling out context type and intent documentation on FDC3 website
  • Johan Sandersson to look at how we can link between intents and use cases in FDC3 website documentation
  • Mark Valeiras to add an example of an expanded context with use of additional metadata to Context Data Specification
  • Riko Eksteen to add a description to context base schema to explain difference between id bag and other metadata properties


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