Use Case Working Group

Notice: This Working Group was consolidated into the FDC3 Standard Working Group in May 2020.

DisThe Working Group was ratified by the FDC3 PMC on 2018-05-18. See the Program Proposal for details.


This is the FDC3 Working Group to document and ratify business use cases that drive the standards created under the other FDC3 working groups: Intents Working Group (merged with Context Data WG), App Directory Working Group (merged with API Working Group)Context Data Working Group (merged with Intents WG), and API Working Group.

Working Group Charter

The goal of FDC3 is to create standards for desktop application interoperability in the financial industry. For these standards to be successful we need ensure they satisfy a set of foundational use cases and requirements defined and validated by the program participants. These use cases must represent the interop needs of the 40+ members of FDC3 as a sample of the financial industry as a whole. The remaining working groups Context Data, App Directory, Intents and APIs should use the use cases as the basis for each set of standards.

Until this point the existing working groups have focused on the functional requirements for interop standards with specifications based on assumptions of what is required. To ensure that the standards will enable the scalable interop interactions that we want, we need to validate these assumptions. This should not delay the work of the existing working groups, but happen in parallel with the requirements maintained as the program matures. 

Unlike the other working groups, 'Use Cases' should provide requirements only not solutions. The requirements and use cases defined should not be specific to a handful of products that are represented within the working group, but apply to the workflows present across the financial industry.

The team


Jonathan TeperJPMCChair
Johan SanderssonFactsetCo-Chair

Current Participants

Espen OverbyeOpenFinParticipant
Leslie SpiroTick42Participant
Cesar MorgadinhoWestpacParticipant
David CalrsonWellington


Tom SchadyGreenkey


Work Cadence: 

Meetings are for review and sign offs

Debate/discussions should be done over emails (i.e., through the google group mailing list) as much as possible 

Group information

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