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Tasks of the Security Reference Data Project

Tasks of the Security Reference Data Project

Owned by Nikolay Ganev
Last updated: Jul 31, 2019 by Aitana Myohl

Actions from Meetings:

DescriptionDue dateAssigneeTask appears on
  • Sailesh to create a confluence page which will list all orgs we are reaching out to. Member reachout  
 2020-06-02 Security Reference Data Project Meeting
  • Sailesh to add few use cases to this proposal and send it to everyone by Friday.
 2020-06-02 Security Reference Data Project Meeting
  • Sailesh to create a confluence page which will list all orgs we are reaching out to. Member reachout  
 2020-06-02 Security Reference Data Project Meeting
  • Sailesh to add few use cases to this proposal and send it to everyone by Friday.
 2020-06-02 Security Reference Data Project Meeting
  • Invite Bloomberg and Refinitiv to an upcoming meeting 
 2020-04-28 Security Reference Data Project Meeting
  • Invite Bloomberg and Refinitiv to an upcoming meeting 
 2020-04-14 Security Reference Data Project Meeting
  • Tosha Ellison to email the FINOS community to attract contributors into Security Reference Data
 Tosha Ellison2019-12-10 Security Reference Data Meeting
  • Group, via Sailesh Pandey, to schedule presentations and content to ignite interest and spark conversation
 Sailesh Pandey2019-12-10 Security Reference Data Meeting
  • Sailesh Pandey to organise a FINOS blog or article based on current topics being solved by the Security Reference Data team
 Sailesh Pandey2019-12-10 Security Reference Data Meeting
  • Ben Sandler to create and start population of a Wiki page describing relevant initiatives.
 Ben Sandler2019-09-03 Security Reference Data Meeting
  • Tosha Ellison to add previous presentations (FIGI and Open Corporates) to the Wiki
 Tosha Ellison2019-09-03 Security Reference Data Meeting
  • Sailesh Pandey to send a note to the group requesting that they review and approve previous minutes.
 Sailesh Pandey2019-09-03 Security Reference Data Meeting
  • Sailesh Pandey to follow up with both Bloomberg & Open Corporates via e-mail
 Sailesh Pandey2019-08-20 Security Reference Data Meeting

Other Actions

  • Project's home page: confirm that the initial roster is accurate, and update if needed
  • Project's home page: fill in the Project charter
  • Project's home page: document any requirements for community members to become participants in the Project (the Foundation recommends not placing any restrictions on passive / listen-only participation).  If there aren't any, remove that heading from the page.
  • Project mailing list: review membership of the group's mailing list on Google Groups, and confirm that the initial roster is correct
  • Project meetings: determine the group's preferred meeting schedule (the Foundation recommends either biweekly or monthly, in the afternoon GMT / midday US-Eastern / morning US-Pacific)
  • Project meetings: request Foundation infrastructure (if needed) to support these calls, by raising a HELP issue or sending an email to help@finos.org
  • Project meetings: document the details of the Project's meeting schedule and dial in information on the Project's home page
  • Prepare an agenda for the first Project meeting here on Confluence, using the "Meeting Minutes" page template to create a new page underneath the meeting minutes page the Foundation created for you

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Code on this page is licensed under the Apache 2.0 license.