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

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.



Johan SanderssonFactSetProduct Manager



Nilesh Bhattad

JPMorgan ChaseVice President
Matthew BastianS&P (CUSIP)CUSIP Director of Market/Business Development

Hamish Brookeman

S&P Global Market Intelligence


Director Data Architecture

Dariusz FrasikHSBCGlobal Programme Manager Sales & Commodities IT
Richard KleterDeutsche BankDirector
Former user (Deleted)OpenFinCTO
Sam KrasnikGoldman SachsVice President
Former user (Deleted)BNY MellonDirector 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

Senior Director Architecture
David McCulloughHSBCLead Solutions Architect
Jiten MehtaCitiTBC
Lawrence MillerSymphony LLCEVP Global Technology
Former user (Deleted)Credit Suisse GM Client Architect 
Dan NathansonSymphony LLCSr. Director of Engineering
Scott PreissS&P (CUSIP)Managing Director, Global Head - CGS
Bruce SkingleSymphony LLCPrincipal Engineer
Former user (Deleted)TradewebChief Technology Architect
Former user (Deleted)MarkitHead of Architecture
Former user (Deleted)Credit Suisse GM Architecture 
Former user (Deleted)HSBCFI cash E-tragin Tech Lead
Siddharth DalalChartIQProduct Manager
Peter MonksSymphony Software Foundation

Board Sponsor

Mike HarmonSymphony LLCCTO

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.


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



Permanent Fosters ongoing collaboration between stakeholders on standard patterns of usage and representation of financial objects.
VisibilityPublicCertain firm material should be shared privately.
Mailing Listwg-financial-objects@symphony.foundationArchives are here.
Meetings minutesWorking Group Meeting NotesNotes, actions and decisions of WG meetings.

Activity Stream

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