2019-05-30 Financial Objects WG Meeting Minutes

Meeting minutes status: Approved (on 2019/07/25)

Table of Contents

Date/Time

2019-05-30 12:00pm US-EDT

Attendees

NameOrganization
Hammad AkbarCiti
Will Quan JPM
Johan Sandersson FactSet
Rob UnderwoodFINOS
Tosha EllisonFINOS
Matthew ?PeopleHedge
Alexandra StratigosFINOS

Outstanding Action Items

Task report

Looking good, no incomplete tasks.

Agenda

Time
WhoNotes from the Meeting
5 min

Convene & roll call


10 min

Update on Object Repository


Johan Sandersson
  • Updated group about previous items that are now pull requests for the website.
  • Showed object library & dictionary on FINOS website.
  • Not live yet but changes will be approved shortly
  • FO group doesn’t offer code, just does specifications for the items.  
  • Other participants can then implement technical versions of FO specs.  
  • FO is still the keeper of the name, attribute, and whatever is defined as optional, etc.
  • Added version of latest object, reference only, not functional.
  • Functional objects are all in draft mode, took from use cases summary page
10 minRFQ Working Group Status Update and Feedback on RFQ and Order Objects

William Quan / Mario Orphanou

  • Discussion on overarching idea that Symphony is working on.
  • Using bots at various counterparties, it’s a tool built by Symphony that passes object through various members.  
  • End goal is to put object in FO library
  • Product is built & tested but some of the biz level approvals & compliance in process.
10 minUpdate on Reference Use Cases from FDC3 programJohan Sandersson

FDC3 Update

  • While examples are in library, still not ratified standard for FDC3 instrument.  
  • Needs to be ratified as de facto, not just examples.

For the future

  • How will search work when library is more complete?  
  • By tagging references?
  • How to build out search features on the page
10 minUpdate on Equity OTC Use CaseMira Pantic

Did not attend.  Hammad will continue to keep stream open


5 minAOB & adjourn

Hammad Akbar

Rob gave quick Github intro/training


Decisions Made


Action Items

  • Hammad to work with Tosha/Rob on walk through and approval process on Github
  • Submit Johan’s pending pull request on GH as an example for Hammad
  • Hammad & Will to speak with Symphony next week or so
  • Internal conversation at Citi on other objects to be worked on that can be pointed to # of objects running in parallel

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