2016-06-23 Meeting notes

Date

23 Jun 2016

Attendees

Bruce Skingle
David Schachter
David Lewis
Frank Tarsillo
Mike Harmon
Johan Forsell
Johan Sandersson
Matthew Bastian
Jiten Mehta

Minutes

Former user (Deleted) gave an update on progress towards implementation of MessageML support for complex financial objects and reported that a capability has been implemented in Sprint 39 to allow the API Agent process to accept EntityML and to transcode this into the current internal message storage format as a short term capability to support proof of concept work.

A demonstration was given showing a suitably configured API Agent in a development environment with a hand configured proof of concept UI including demonstration simulated market data application. The demonstration showed a message being submitted using the standard test program javaIM.sh which is provided as part of the Agent API SDK. This message contained MessageML markup for a financial security object referring to the ticker symbol MSFT.

When this message was submitted it could be seen in the Symphony Web UI and was rendered by the market data app to show a graph of price ticks which was updated in real time.

Former user (Deleted) reported back to the group that Markit is able to provide access to delayed real time market data from NYSE and NASDAQ at no cost for demonstration purposes. Frank also reported that he has been advised that for production use fees would be chargeable for distribution of CUSIP and other financial security identifiers.

Matthew Bastian reiterated that his understanding is that fees for "transactional use" as opposed to bulk distribution, of CUSIP identifiers should be possible without incurring license fees and offered to work with Markit to provide an appropriate formal wording to facilitate this. Matthew and Frank agreed to follow up on specific details.

The group discussed the proposed proof of concept involving a Factset developed bot process and a Markit developed rendering app. The outline proposal is that the bot will listen in a chat room for messages containing a hashtag, when one is seen the bot will leverage Factset reference data to identify the security being referenced and will then post another message into the room containing a org.symphonyoss.fin.security [E] object.

The app will then render this financial object leveraging real time market data available via Markit's servers to present a real time updating display of price information.

Former user (Deleted) took an action to make an appropriate Sprint 39 version of the API agent available and to facilitate a conversation between Frank and the UI developer at Symphony to help to get the app implemented in an appropriate environment.

Action items

Former user (Deleted) to make a pre-release S39 API Agent available
Former user (Deleted) to create a page on this confluence site detailing what the demo app will do for the proof of concept
Johan Sandersson / Former user (Deleted) to create a page on this confluence site detailing what the demo bot will do for the proof of concept