Finance Domain Task Force March 15th – 16th, 2016, Reston, VA, USA OMG Technical Meeting, Reston, VA (note the time zone is Eastern Daylight Time (EDT= GMT-4) Time 09:00 – 9.05 09:05 – 10.00 10:00 – 10:30 10:30 – 10:45 10:45 – 11:15 11:15 – 11:45 11:45 – 12:00 12.00-1.00 1:00 – 1:30 1:30 – 2:00 2:00 – 2:30 2.30 – 3.00 3:00 – 4:00 4:00 – 4:30 4:30 Tuesday March 15th 2016 Topic Finance Domain Task Force Meeting Kick-off, Meeting Agenda Review FIBO Update • FIBO ecosystem (FCTs and other teams) • FIBO Process (BTDM) • Measures to ensure semantic consistency • FIBO Vocabulary initiative, plans and status FIBO Vocabulary • Details, status and next steps Break ISO TC68 WG5 ”Semantic Layer for ISO 20022” • What is ISO 20022 • WG5 explorations • WG5 agreed deliverables • Future semantics related initiatives post WG5 MDMI Update • Experiences with MDMI in Healthcare • Possible parallels for finance • Discussion FDTF Business: elect a new Co-Chair Lunch BIAN Update • Update on activities in BIAN FIBO Foundations • Overview of change and activities in FND 1.1 • FBC additions and ongoing issue resolutions • Future improvements and alignment FIBO Business Entities presentation and update • Overview of the submitted FIBO BE Final • Plans for future BE specifications and RTFs Break Blockchain Exploration • Overview of Blockchain • FIBO and Blockchain – potential role in trade conformations Workshop: Representing real organizations, contracts etc. Part 1 of 2 • This is for FIBO specs that already exist • List things we want to represent • Brainstorm and research Adjourn Page 1 of 3 Presenter, Comments Dennis Wisnosky, EDM Council Mike Bennett Mike Bennett Ken Lord MDIX David Frankel Mike Bennett, EDM Council David Newman, Wells Fargo Harsh Sharma, Chris Betz; David Newman, Wells Fargo Finance Domain Task Force Time 09:00 – 12:00 09:05 – 10:05 10:05 – 10:30 10:30 – 11:15 11:15 – 12:00 12.00-1.30 Wednesday March 16th 2016 Topic Presenter, Comments Finance Domain Task Force Meeting Is In Recess FDTF in Recess – Attendees are encouraged to attend the Architecture and Design Task Force meetings – see: http://adtf.omg.org/agenda.htm ADTF sessions which may be interest to FDTF members are listed below Precise Semantics of UML State Machines RFP initial submission presentation - Ed Seidewitz and Jeremie Tatibouet Break Multiple Vocabulary Facility (MVF) RFP update presentation with possible vote to issue - Fred Cummins LCC RFC presentation and vote to adopt - Elisa Kendall Extended Lunch Finance Domain Task Force Time 1:30 – 2:00 2:00 – 2:30 2:30 – 2:45 2:45 – 3:30 3:30 Topic State Street Proof of Concept • Overview: use of FIBO IR Swap and BE ontologies • Description of environment, technology • Activities and progress to date Workshop: Representing real organizations, contracts etc. Part 2 of 2 • Detailed modeling Break Workshop: Representing real organizations, contracts etc. Part 2 of 2 • Detailed modeling • Review and discussion Adjourn Presenter, Comments David Saul, State Street TBC TBC FIBO Submitters Meeting Time 3:30 – 5:00 5:00 5:00 – 6:00 Topic FIBO Submitters Team activities • UML XMI Machine Readables Delivery • Plan for upcoming submissions (IND, SEC) • RTFs and FTFs • Coordination Adjourn Conceptual Modeling Working Group Page 2 of 3 Presenter, Comments Dennis Wisnosky, EDM Council Jim Logan, NoMagic Remote attendance logistics Finance Domain Task Force ---------------------------------------------------INFO FOR MEETING ATTENDEES ---------------------------------------------------Dial-in details: 1. Please join my meeting. https://www3.gotomeeting.com/join/406359406 2. Use your microphone and speakers (VoIP) - a headset is recommended. Or, call in using your telephone. Australia: +61 (0) 2 8014 4934 Austria: +43 (0) 7 2088 1399 Belgium: +32 (0) 38 08 1855 Canada: +1 (416) 900-1164 Denmark: +45 (0) 69 91 88 61 Finland: +358 (0) 942 41 5777 France: +33 (0) 182 880 455 Germany: +49 (0) 898 7806 6460 Ireland: +353 (0) 14 845 975 Italy: +39 0 699 36 98 80 Netherlands: +31 (0) 708 912 514 New Zealand: +64 (0) 9 909 7882 Norway: +47 (0) 21 03 58 95 Spain: +34 931 81 6668 Sweden: +46 (0) 852 503 498 Switzerland: +41 (0) 435 0167 07 United Kingdom: +44 (0) 203 535 0622 United States: +1 (786) 358-5411 Access Code: 406-359-406 Audio PIN: Shown after joining the meeting Meeting ID: 406-359-406 GoToMeeting® Online Meetings Made Easy™ Contacts: Harsh Sharma Harsh.Sharma1@ge.com Mike Bennett mbennett@edmcouncil.org Page 3 of 3