Current Activities

Defining Structured and Financial Objects

The group defines data structures for common financial objects, so that they can be shared in a standard format on Symphony and in other applications.The objects will be defined in EntityJSON, the data format for representing structured objects in Symphony messages using the new Message ML 2.0 format. For each standard there will be examples as well as a validator to ensure ease of use.

Ratification Process

The standards should be embraced by the members' organisation so the group is emphasizing unanimity as much as possible when it comes to ratification. Once an object definition is proposed and a there's a general agreement for it during a meeting - a vote is issued via the Mailing List and a simple majority is required to make it a standard.

Participants

Chair(s)

Name	Organization	Role
Johan Sandersson	FactSet	Product Manager

Members

Name	Organization	Role
Nilesh Bhattad	JPMorgan Chase	Vice President
Matthew Bastian	S&P (CUSIP)	CUSIP Director of Market/Business Development
Hamish Brookeman	S&P Global Market Intelligence / SNL	Director Data Architecture
Dariusz Frasik	HSBC	Global Programme Manager Sales & Commodities IT
Richard Kleter	Deutsche Bank	Director
Former user (Deleted)	OpenFin	CTO
Sam Krasnik	Goldman Sachs	Vice President
Former user (Deleted)	BNY Mellon	Director of Cloud Computing Engineering
Former user (Deleted)	BNY Mellon	CIO, CTO, SVP Cloud Transformation, Enterprise Architecture, Digital Platforms
Former user (Deleted)	S&P Global Market Intelligence / SNL	Senior Director Architecture
David McCullough	HSBC	Lead Solutions Architect
Jiten Mehta	Citi	TBC
Lawrence Miller	Symphony LLC	EVP Global Technology
Former user (Deleted)	Credit Suisse	GM Client Architect
Dan Nathanson	Symphony LLC	Sr. Director of Engineering
Scott Preiss	S&P (CUSIP)	Managing Director, Global Head - CGS
Bruce Skingle	Symphony LLC	Principal Engineer
Former user (Deleted)	Tradeweb	Chief Technology Architect
Former user (Deleted)	Markit	Head of Architecture
Former user (Deleted)	Credit Suisse	GM Architecture
Former user (Deleted)	HSBC	FI cash E-tragin Tech Lead
Siddharth Dalal	ChartIQ	Product Manager
Peter Monks	Symphony Software Foundation

Board Sponsor

Name	Organization	Role
Mike Harmon	Symphony LLC	CTO

Getting Involved

If you're a member of the Foundation and would like to participate in this working group, please send an email to Aaron Williamson. We'll invite you to the next meeting and add you to the mailing list.

Charter

The Financial Objects Standardization Working Group is tasked to develop standard patterns of usage and representation to facilitate financial interactions involving humans through the Symphony platform.

The Working Group shall not define new standards to represent financial interactions per se, but will develop profiles and patterns of usage to facilitate the interworking between participants in different enterprises across both front and back office areas, reusing existing standards where appropriate, by allowing these rich entities to be the center of cross institution collaboration.

Group information

Info	Value	Comments
Nature	Permanent	Fosters ongoing collaboration between stakeholders on standard patterns of usage and representation of financial objects.
Occurrence	Bi-Weekly
Visibility	Public	Certain firm material should be shared privately.
Mailing List	wg-financial-objects@symphony.foundation	Archives are here.
Meetings minutes	Working Group Meeting Notes	Notes, actions and decisions of WG meetings.

Activity Stream

(Archive) Financial Object Standardization Working Group (Legacy Symphony Foundation)