2019-05-30 Financial Objects WG Meeting Minutes

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

Name

Organization

Name

Organization

Hammad Akbar

Citi

Will Quan 

JPM

Johan Sandersson 

FactSet

Rob Underwood

FINOS

Tosha Ellison

FINOS

Matthew ?

PeopleHedge

Alexandra Stratigos

FINOS

Outstanding Action Items

Agenda

Time



Who

Notes from the Meeting

Time



Who

Notes from the Meeting

5 min

Convene & roll call

@Hammad Akbar





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 min

RFQ 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 min

Update on Reference Use Cases from FDC3 program

@Johan 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 min

Update on Equity OTC Use Case

Mira Pantic

Did not attend.  Hammad will continue to keep stream open



5 min

AOB & 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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