Finance Domain Task Force December 09, 2014, Long Beach, CA, USA OMG Technical Meeting, Long Beach, CA (please note the time zone is US Pacific Time (PDT = GMT-8) Time 09:00 – 9.05 09:05 – 09.30 09:30 – 10:30 10:30 – 10:45 10:45 – 11:15 11.15 – 11.30 11:30 – 12:00 12.00 – 1.00 1:00 – 1:30 1:30 – 2:00 2:00 – 2:30 2.30 – 2.45 2:45 – 3:15 3.15 – 3.45 3:45 – 4:45 4.45 – 5.00 5.00 Tuesday December 09th 2014 Topic Finance Domain Task Force Meeting Kick-off, Meeting Agenda Review FIBO Foundations FTF2 Report • Overview of updated specification and changes • Overview of AB reviewers comments and actions taken by FTF • Describe proposals to charter an RTF FIBO Process Update • Detailed explanation of the current ecosystem • Process for delivery of future FIBOs, technical support etc. Break Business Modeling Capabilities: Business facing presentation • Adaptive demonstration of views of FIBO content for SME and technical review FIGI Update • Current status of the Financial Instrument Global identifier standard • Plans for “Part II” setting out the RA requirements and structure EU ESMA consultation on regulatory reporting of Derivatives trades: standards to be applied for identifying financial instruments • Appropriateness of ISINs and AIIs • Relevance of OMG FIGI standard Lunch FIBO Securities – FIBO Content Team (FCT) • Briefing and Update on status of work to date • Plans going forward FIBO Loans – FIBO Content Team (FCT) • Briefing and Update on status of work to date • Plans going forward Release Co-ordinations Discussion • Release cycle e.g. 3 month or 6 month cycle • How versions interact e.g. FND changes impacting BE • How GitHub plays into this Break TrisoTech Presentation • Demonstration of TrisoTech capabilities using FIBO FIBO Externality Review and SME Validation of Ontologies • Process – how this is delivered to FCTs as a service Business Modeling Capabilities: ODM Support • NoMagic demonstration of ODM support in Cameo/Magicdraw • Use of vanilla ODM profile for ontology modeling • Discussion AOB / Discussion Adjourn Page 1 of 3 Presenter, Comments Mike Bennett / Dennis Wisnosky Dennis Wisnosky, EDM Council Pete Rivett, Adaptive Richard Richard Beatch, Bloomberg Chris Pickles, Bloomberg Richard Beatch, Bloomberg David Newman, Wells Fargo Dennis Wisnosky, EDM Council; FCT Leads Denis Gagné, TrisoTech Mike Bennett, EDM Council Jim Logan, Kent Laursen, NoMagic Finance Domain Task Force Wednesday December 10th 2014 Topic Time FIBO and FIGI Submitters meeting Start 10:00 • • • • 5.00 Presenter, Comments FIBO Foundations FTF2, FIBO-BE FTF, FIBO-IND FTF RTF planning Coordination among TFs and with upcoming RFCs FIGI / FIBO Coordination Adjourn Page 2 of 3 Dennis Wisnosky, EDM Council 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