Finance Domain Task Force
September 22nd – 23rd, 2015, Cambridge, MA, USA
OMG Technical Meeting, Cambridge, MA (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 – 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 – 5:00
5:00
Tuesday September 22nd 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
• Automated testing of new material
• Other measures to ensure semantic consistency
FIBO Financial Business and Commerce RFC Part 1 of 2
• Review of FBC specification
Break
FIBO Financial Business and Commerce RFC Part 2 of 2
• Review of Foundations changes
• Vote to issue the FIBO-FBC RFC for comment
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
Lunch
State Street PoC Update
• Report back on derivatives FIBO Proof of Concept at State Street
FIBO Business Entities presentation and update [TBC]
• Overview of the current state of FIBO-BE Beta2 proposals
• Plans for FIBO-BE v2 RFC (June 2016)
TC68 WG5 update
• Update on current activities on semantic layer for ISO 20022
• SKOS based mapping between standards
Break
The semantics of processes
FIBO Loans presentation and update
• Overview of the current thinking in FIBO-Loans
• How to inject business process semantics in the models
• Plans for RFC submission
Foundations FIBO Content Team Report-back
• Methodology – aligning conceptual and practical ontologies
• Quantities and units of measure; financial measurements
• Next conceptual modeling challenge to take on…
• Discussion
Adjourn
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Presenter, Comments
Dennis Wisnosky, EDM
Council
Elisa Kendall, Thematix
Elisa Kendall, Thematix
TBC
David Saul, State Street
David Blaszkowsly, State St
David Newman, Wells Fargo
Dennis Wisnosky, Mike
Bennett, Max Gillmore
Mike Bennett, EDM Council
Finance Domain Task Force
Time
09:00 – 12:00
09:05 – 09:35
09:35 – 10:05
10:05 – 10:30
10:30 – 12:00
12.00-1.30
Wednesday September 23rd 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
Languages, Countries, and Codes (LCC) RFC presentation
Metamodel for Constraint-based Design of Interactive Systems
Break
OntoIOp/DOL RFP revised submission
and vote to vote
Extended Lunch
Presenter, Comments
Elisa Kendall
Keith Butler
Fabian Neuhaus
FIBO Submitters Meeting
Time
1:30 – 2:00
2:00 – 2:30
2:30
2.30 – 2.45
Topic
Vendor Tools Coverage
• Review of the FIBO coverage spreadsheet for vendor tool support
Other FIBO Submitters discussions
• Roadmap / planning
• Specification and scope co-ordination etc.
Adjourn
Break
Presenter, Comments
Dennis Wisnosky, EDM
Council
Dennis Wisnosky, EDM
Council
Finance Domain Task Force
Time
2:45 – 5:00
5:00
Topic
Workshop: Representing real organizations, contracts etc. Part 2 of 2
• Detailed modeling
• Review and discussion
Adjourn
Page 2 of 3
Presenter, Comments
TBC
Remote attendance logistics
Finance Domain Task Force
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