Finance Domain Task Force December 8th – 9th, 2015, La Jolla, CA, USA OMG Technical Meeting, La Jolla, CA (note the time zone is Pacific Standard Time (PST= GMT-8) Time 09:00 – 9.05 09:05 – 10.00 10:00 – 10:30 10:30 – 10:45 10:45 – 11:15 11:15 – 12:00 12.00-1.00 1:00 – 1:30 1:30 – 2:00 2:00 – 2:30 2:30 2.30 – 2.45 Tuesday December 8th 2015 Topic Finance Domain Task Force Meeting Kick-off, Meeting Agenda Review FIBO Process Update • Detailed explanation of the current ecosystem • Detailed “How To” instructions for FCT leads and others • Measures to ensure semantic consistency FIBO Financial Business and Commerce RFC Second reading • Review of FBC specification • Vote to adopt the FIBO-FBC RFC Break FIBO Securities Common and Equities – update and plans • Update on the current state of work in the upcoming FIBO Securities and Equities RFC • Discussion / comments and people who can help • The upcoming Debt / Bonds work and how to coordinate this FIBO Loans RFC Preview • Informal review of “dry run” Loans specification • Presentation of the model content • Discussion of process, deliverables Lunch MIME Type options for FIBO - exploration • Use case for the de-referencing of FIBO terms semantics (BIAN, others) • Embedded links in published material; determine the audiences e.g. business v semantic modeler • Reference to the BIAN Service Areas within FIBO Business Entities in LEI and TC68 – An update • Current and ongoing initiatives in the TC68 space involving business entities types and identification • Implications for FIBO BE 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 Break Page 1 of 4 Presenter, Comments Dennis Wisnosky, EDM Council Elisa Kendall, Thematix Elisa Kendall, Thematix Richard Beatch, Bloomberg Lynn Calahan, Wells Fargo Michael Uschold, Semantic Arts Mike Bennett, EDM Council Jeff Braswell, Tahoe Blue TBC TBC Finance Domain Task Force FIBO Submitters Meeting Time 2:45 – 5:00 4:30 – 5:00 5:00 Topic FIBO Submitters Team activities • FIBO Debt / Bonds new FCT • FIBO-BE Update • Coordination FIBO Business Entities presentation and update • Overview of the current state FIBO-BE Beta2 • Plans for Finalization in March • Preview of FIBO-BE v2 RFC (later in 2016) Adjourn Page 2 of 4 Presenter, Comments Dennis Wisnosky, EDM Council David Newman, Wells Fargo Finance Domain Task Force Time 09:00 – 12:00 09:20 – 10:05 10:05 – 10:30 10:30 – 11:00 11:00 – 12:00 12.00-1.30 Wednesday December 9th 2015 Topic 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 MOF2RDF RFP revised submission presentation Break Languages, Countries, and Codes (LCC) RFC presentation and vote to issue OntoIOp/DOL RFP revised submission and vote to vote and adoption vote Extended Lunch Presenter, Comments Pete Rivett Elisa Kendall Fabian Neuhaus Finance Domain Task Force Time 1:30 – 5:00 5:00 Topic Workshop: Representing real organizations, contracts etc. Part 2 of 2 • Detailed modeling • Review and discussion Adjourn Page 3 of 4 Presenter, Comments TBC 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 4 of 4