Project Charter

The Financial Objects Project goal is to help drive adoption of new and existing Financial Object Standards across the Financial Services Industry by bringing together the creators of Financial Objects with the users of Financial Objects.

We will take a use case driven approach to the definition and creation of new Financial Object types and associated Projects to enable business workflows and connectivity using these financial objects.

Getting Involved

If you would like to participate in this Project, please review our participation requirements (at the bottom of this page), then feel free to join our next meeting. We also encourage you to join the mailing list, by sending a blank email to fo-financial-objects+subscribe@finos.org. Once you are subscribed, please send a brief email introducing yourself and your interest in the group's work to the list (i.e. fo-financial-objects@finos.org) - this will help save time on the calls themselves.

Group Information

Mailing list: fo-financial-objects@finos.org (web archive)
Meetings
- Meeting link: https://finos.webex.com/finos/j.php?MTID=m6ce48f61cbdcef5b6fd03343e691b2fd
- Meeting number: 660 587 639
- Dial in: +1-415-655-0003 US Toll | +44-20319-88141 UK Toll
- Access code: 660 587 639
Schedule: group meets monthly on the fourth Thursday at 12PM US-ET
WebEx Details:
Meeting number: 668 814 413
Meeting link: https://finos.webex.com/finos/j.php?MTID=mb412cf99b3a697e8c87e339236f83fbf
Audio Connection: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 668 814 413
Global call-in numbers:
https://finos.webex.com/finos/globalcallin.php?serviceType=MC&ED=576194812&tollFree=0

Participation Requirements:

We request active participation through the contribution of your own use cases to allow collaboration and consensus towards financial object standards.

We aim to take contributions of established financial objects in active or planned workflows utilized within the financial services eco-system with the intention to converge towards a common structure of a financial object.

Active participants will be able to vote on the core structure of a financial object type to ensure ability to version, test and validate these financial objects in practice against their business use case and associated workflow. That workflow can be internal to internal, internal to external or across multiple internal and external party workflows.

Participants

Name	Role	Firm
William Quan	Co-Chair	JPM
Hammad Akbar	Co-Chair	Citi
Ayaz Haji	Participant	GS
Oli Bage	Participant	MS
Nilesh Bhattad	Participant	JPM
Peter Smulovic	Participant	MS
Johan Sandersson	Participant	FactSet
Hershal Shah	Participant	IHS Markit
Frank Tarsillo	Participant	IHS Markit
Bruce Skingle	Participant	Symphony
Mario Orphanou	Participant	Symphony
Lawrence Miller	Participant	Symphony
Mike Harmon	Participant	Symphony
Aaron Williamson	Participant	FINOS
Rob Underwood	Participant	FINOS
Maurizio Pillitu	Participant	FINOS
Gabriele Columbro	Participant	FINOS
Nick Kolba	Participant	OpenFin
Espen Overbye	Participant	OpenFin
Jerry Savoretti	Participant	Portware - FactSet
David Landisman	Participant	Portware - FactSet
Justin Peterson	Participant	TradeWeb
Svyatoslav (Slava) Kryukov	Participant	DB
Tim Kolecke	Participant	Citadel
Mirjana Pantic	Participant	UBS
Aadi Thayyar	Participant	AllianceBernstein
John Lin	Participant	AllianceBernstein
Kiran Jawale	Participant	AllianceBernstein
Katia Banina	Participant	Refinitiv

The Project (previously called Working Group) was ratified by the Board on 2018-04-24.

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