EDM Council Semantic Repository Beta
File Archive - Beta upwards (formal versions)
Notes
This is the formal revision history for the EDM Council Ontology file Beta.
A previous file retains a less formal record of the changes in each minor up-issue
of the "Draft" Repository. Now that the Repository is substantively in Beta, all
changes are to be covered by formal Change Notes, which are to be found in the
Change Control directory (to be moved to formal point of control when
established).
Sections of the model which are in Draft do not need the same level of detail, but
for completeness a CN should be raised for each iteration which involves changes
in those sections, describing the overall work but not necessarily the item by item
changes.
Items which are still in Draft are:




Timed / Dated terms
OTC Derivatives
Loan
Funds (CIV)
However, funds are within the Reference section so should be treated as
substantive. There is some work still to do on those, for alignment with EFAMA
DD2.
Changes to diagrams only do not need a Change Note but shall be summarized
here. A CN is optional.
All files in this series live in a directory alongside the Grammar profile XML files,
and the images used for the archetype stereotypes on the development machine
(ThinkPad R Series). The Beta series is to be moved to a formal version control
archiving system, however the preferred system is not available at the time of
writing.
Filename
EDM Ontology v1-0-00.eap
Version
1.0.00
Date
21/6/10
Time
03:14
EDM Ontology v1-0-01.eap
1.0.01
30/6/10
01:12
EDM Ontology v1-0-02.eap
1.0.02
12/8/10
18:00
EDM Ontology v1-0-03.eap
1.0.03
8/8/01
00:27
EDM Ontology v1-0-04.eap
1.0.04
10/9/10
00:35
EDM Ontology v1-0-05.eap
1.0.05
22/9/10
12:37
EDM Ontology v1-0-06.eap
1.0.06
23/9/10
21:29
EDM
EDM
EDM
EDM
1.0.07
1/10/10
6/10/10
1/11/10
2/11/10
17:50
15:22
01:06
15:31
(16:31
Ontology
Ontology
Ontology
Ontology
v1-0-07.eap
v1-0-08.eap
v1-0-09.eap
v1-0-10.eap
1.0.08
1.0.09
1.0.10
Change Notes (or descriptions for diagrams / draft material)
Beta Release.
Baseline.
See previous change summary file for workings to date.
Contains all diagrams at "Advanced" format but not the corresponding Simple and Block
diagrams which are derived from these.
Diagrams:
Update of main Taxonomy diagram
Generation of "Simple" and "Block" for Common terms (all 3 sets)
Change Notes:
001
Change archetypes for Collateralized Debt and Mortgage Debt
002
Delete unwanted diagrams and package from Muni issuance modeling
003
Risk Holding Diagram disposition
004
Clean up Loan model and remove duplicate material from PoC imports
005
Remove spare material under "Ontology Examples" package and remove package
006
Clear away "Business process sandpit"
007
Remove unwanted "Domain Model" root package
Formal way point in Loan model
Completion of conversion of imported Loan terms from SDM into SR, with all classes now
archetyped. Attributes remain to be moved into the right boxes and "adopted" as Datatype
Properties or Object Properties.
No change notes implemented in this version
Minor spelling corrections in already-reported on material in Common and Debt during tables
generation.
Loan Section update
Also implemented CR/008, CR/012, CR/013, CR/014
Freeze for 15 Sept OTC Review and new material identified in 08 Sept review
Version 1.0.05 will include new Option Strips material.
No material changes in Beta content.
Freeze for 22 Sept review. No changes made.
contains notes from 15 Sept review in new Option Strips diagram, and Option class.
Loan Changes, Review Diagram as copied to new web section 24/09
Also implements CR/015 in Guaranty section.
Review and changes for 30 September
New Swaption terms and model
Preliminary changes for CR work on Options, others.
Options rework
After works carried out at Nordea; before SME Review of 03 Nov.
New Option Features diagram. Comments in Business Entity also.
Filename
Version
Date
EDM Ontology v1-0-11.eap
1.0.11
15/11/10
Time
CET)
01:40
EDM Ontology v1-0-12.eap
1.0.12
23/11/10
15:24
EDM Ontology v1-1-00.eap
1.1.00
01/12/10
21:26
EDM Ontology v1-1-01.eap
1.1.01
14/12/10
16:26
EDM Ontology v1-1-02.eap
1.1.02
19/1/11
00:23
EDM Ontology v1-1-03.eap
1.1.03
25/1/11
15:28
EDM Ontology v1-1-04.eap
EDM Ontology v1-1-05.eap
1.1.04
1.1.05
2/2/11
3/2/11
14:47
18:47
EDM Ontology v1-1-06.eap
1.1.06
10/2/11
03:26
EDM Ontology v1-1-07.eap
1.1.07
16/2/11
02:08
EDM Ontology v1-1-08.eap
1.1.08
18/2/11
16:56
EDM Ontology v1-1-09.eap
1.1.09
21/2/11
16:10
EDM Ontology v1-1-10.eap
1.1.10
25/2/11
02:37
Change Notes (or descriptions for diagrams / draft material)
Options further work
Finishing up of Nordea changes; comments and changes at SME Review. Comments
implementation still to be done. Covers OTC Options, Traded Options, and Option Features.
Update of Loans SME Review
Notes and comments during reviews; some actions carried out in line with review.
Package Rearrangements: Derivatives, OTC, Debt
Packages moved during SME Review of 01 Dec, further changes to follow.
Also covers final changes to Transaction hierarchy for Options.
Further actions in support of Derivatives final review and repackaging
Also some tweaks to Global terms diagrams during events and things (no content change)
Changes to Debt packaging have no impact on content of tradable debt instruments (no CR)
Legal and Business Entities Reviews 12 Jan; Loans 13 Jan
includes notes and changes on business entities, but not the addition of "Party". Although file
is dated after the review this will have been diagram updates while taking notes.
Legal and Business Entities review 19 Jan - addition of Party hierarchy
Contains the addition of parties in the Incorporated Company hierarchy. A snapshot of this
was uploaded on 18 Jan with these.
NEW ARCHETYPE: Subsequent work on 19 Jan covered the addition of a new archetype for
"Legal Capacity" - file oLegal.xml uploaded 19 Jan at 14:27.
Does not include subsequent actions from the 19 Jan review, apart from text tidying.
Prior to SME Review (Entity) 02 Feb
Prior to Entities review 09 Feb
State of model as at 09 Feb before changes and additions put in place ahead of 09 Feb
review
Entities review 09 Feb (after); Loans 10 Feb (before)
Changes made in Entities from 09 Feb review.
Changes not yet made for 27 Jan Loans comments
Loans review and changes (10 Feb); Prep for Entities 16 Feb.
Changes and notes for Credit Facility in Loans
Pre-review changes and additions to Equity model (CR/030) pre-review
Entities Review 16 Feb including Equities changes
Significant changes to Equity model (CR/030)
Ahead of changes for an during 23 Feb Entities SME Review
Still to do:

Additional changes for CR/030 (reinstate specific CFI classes of traded/listed share)

Move common Swap terms to derivatives common section
These two changes will both merit update to 1.2 minor release status.
Business Entities update
Filename
EDM Ontology v1-1-11.eap
Version
EDM
EDM
EDM
EDM
EDM
EDM
EDM
EDM
v1-1-12.eap
v1-1-13.eap
v1-1-14.eap
v1-1-15.eap
v1-1-16.eap
v1-1-17.eap
v1-2-00.eap
v1-2-01.eap
1.1.12
Loans review / update
Uploaded for SBVR exercise but not formally updated on Downloads link
Ongoing work on Business Entities, Derivatives etc.
1.1.13
Ongoing work on Business Entities, Derivatives etc.
1.1.14
Ongoing work on Business Entities, Derivatives etc.
1.1.15
Ongoing work on Business Entities, Derivatives etc.
1.1.16
Ongoing work on Business Entities, Derivatives etc.
1.1.17
Completion of OTC package moves
1.2.01
4/5/11
13:25
EDM Ontology v1-2-02.eap
1.2.02
5/5/11
17:14
EDM Ontology v1-2-03.eap
EDM Ontology v1-2-04.eap
1.2.03
1.2.04
12/5/11
17/5/11
02:04
20:34
EDM Ontology v1-2-05.eap
1.2.05
19/5/11
15:51
EDM Ontology v1-2-06.eap
1.2.06
25/5/11
04:05
EDM Ontology v1-2-07.eap
1.2.07
27/5/11
03:02
EDM Ontology v1-2-08.eap
1.2.08
27/5/11
04:34
EDM Ontology v1-2-09.eap
1.2.09
30/5/11
02:03
EDM Ontology v1-2-10.eap
1.2.10
01/6/11
00:10
EDM Ontology v1-2-11.eap
1.2.11
3/6/11
20:55
Ontology
Ontology
Ontology
Ontology
Ontology
Ontology
Ontology
Ontology
1.1.11
Date
11/3/11
Time
15:06
1.2.00
Change Notes (or descriptions for diagrams / draft material)
Derived from (equal to) 1.1.17
CAE first review
Contains notes from review session of 27 April and terms added then.
CAE 2nd review; Loans SME Review
Comments and changes in-session; no additional actions.
Frozen ahead of EDMC/OMG-FDTF joint sessions presentations in case of changes (none)
Frozen ahead of OMG joint sessions
Frozen ahead of CAE SME Review
Prior to pre-review changes made in CAE
Some notes made in OMG sessions
Frozen ahead of Loans SME Review
Includes CAE changes before and during 18 May SME Review session (rights issues)
Loans Review from 19 May
Clean-up of duplicate terms (all sections) and some loose ends fixes (duplicate Fx spot etc.)
Some notes elsewhere during OMG reviews etc.
Additions for Vanilla IR Swaps per Tony Coates review
CAE from 18 May plus minor corrections - snapshot ahead of 25 May CAE SME Review
Review session 25 May and OMG sessions
CAE additions, changes and notes;
notes from OMG (no material changes)
Frozen ahead of implementing changes for Sandpiper generation issues.
Making a start to the Derivatives changes
Backed up after Friday workings on this.
Derivatives: Swaps legs refactoring essentially complete
To do: IR Swaps schedules detail, event types etc. for PoC fork.
Completion of IR Swaps model actions
Not all cross referenced against FpML, but essential terms in place, significant schedule terms
Not done: remaining OWL inconsistencies.
Final FpML IR Swaps PoC Change pre-OWL Generation
Does not include any of Jim's fixes for the OWL generation - in next Minor release.
Filename
Version
Date
Time
Change Notes (or descriptions for diagrams / draft material)
EDM Ontology v1-2-12.eap
1.2.12
3/6/11
22:14
NEW MINOR RELEASE
EDM Ontology v1-3-00.eap
So this version of IR Swap has the "old" logical glyphs.
Changes in CR/032 for OWL Generation Inconsistencies
Frozen as roll-back here before changing packaging OWL Ontology and disposition.
FIRST CANDIDATE FOR OWL FORK FOR DERIVATIVES POC
1.3.00
3/6/11
22:27
EDM Ontology v1-3-01.eap
1.3.01
15/6/11
08:10
EDM Ontology v1-3-02.eap
1.3.02
20/6/11
06:41
EDM Ontology v1-3-03.eap
1.3.03
6/7/11
13:39
EDM Ontology v1-3-04.eap
1.3.04
7/7/11
18:47
EDM Ontology v1-3-05.eap
1.3.05
14/7/11
01:17
EDM Ontology v1-3-06.eap
1.3.06
27/7/11
00:20
EDM Ontology v1-3-07.eap
1.3.07
28/7/11
18:55
EDM Ontology v1-3-08.eap
1.3.08
2/8/11
16:48
EDM Ontology v1-3-09.eap
1.3.09
18/8/11
18:36
EDM Ontology v1-3-10.eap
1.3.10
13/9/11
02:00
EDM Ontology v1-3-11.eap
1.3.11
27/9/11
14:12
Changes to package versus OWL Ontology dispensation, and moves
described in CR/033
Changes for Derivatives PoC: ISDA Parametric schedules; IR Swap elaboration
Also changes to "Monetary Amount" grammar - CR/034 to be implemented for this.
Ongoing work on IR Swaps for Derivatives (CFTD) PoC
Addition of explicit schedule for ISDA terms
Loans new diagram and material on regulatory terms from 16 June review session.
Ongoing PoC works; SME Review preparation
Completion of Master Agreement terms model
Refinement of Contracts grammar for this
SME Review prep - CAE new taxonomy for 29 Jun session
Snapshot ahead of new archetype creation
Follows SME Review of CAE on 6/7 - complete taxonomy for the basic SWIFT terms
Precedes OMG session where new archetype created for Address
New archetypes for Address
also more CAE terms (and 13 July notes)
Ongoing CAE Reviews
Version frozen ahead of 28 July CAE review (and 29 July Loans review)
Final pre-recess reviews of CAE and Loans;
Review session notes and changes in CAE and Loans - final state before working through
open actions, CAE spreadsheet analysis for presentation after the summer
Frozen ahead of OMG Workstreams 29 July
CR036 and OMG works
Revision and minor changes in Business Entities, Equity (CR/036);
OMG sessions - some notes were taken and then removed into a document
Some operational notes added to Master Agreement diagram, for onward action.
This version uploaded to site (replacing 1.3.05)
Global Terms packaging and stereotype changes
Adds "owlOntology" archetype to each intended ontology in Global Terms and restructures
this
Upload to site ahead of final CAE, Loans changes
work in progress on CAE and Loans sections
some work on legal grammar, PoC ongoing.
Uploaded full zip of this to Downloads page
no significant changes since previous.
Filename
EDM Ontology v1-3-12.eap
Version
1.3.12
Date
6/10/11
Time
14:08
EDM Ontology v1-3-13.eap
1.3.13
6/10/11
21:24
EDM Ontology v1-3-14.eap
1.3.14
10/10/11
04:10
EDM Ontology v1-3-15.eap
1.3.15
13/10/11
02:50
EDM Ontology v1-3-16.eap
1.3.16
18/10/11
14:11
EDM Ontology v1-3-17.eap
1.3.17
26/10
00:23
EDM Ontology v1-3-18.eap
1.3.18
27/10/11
17:56
EDM Ontology v1-3-19.eap
1.3.19
14/11/11
18:50
EDM Ontology v1-3-20.eap
1.3.20
16/11/11
13:37
EDM Ontology v1-3-21.eap
1.3.21
28/11/11
19:18
EDM Ontology v1-3-22.eap
1.3.22
8/12/11
17:43
EDM Ontology v1-3-23.eap
1.3.23
26/12/11
01:38
Change Notes (or descriptions for diagrams / draft material)
Addition of OTC Taxonomy diagram
also added Basis Swap, Currency Swap (but not axioms for these)
Precedes final work / diagrams for Loans SME Review 6 Oct
Loans changes pre and post review; Shared Semantics packaging; datatype move
changes to loans to separate Loan Application into a separate Information type
changes during Loans SME Review session 6/10
moved all external ontology content to separate packages per Shared Semantics
Moved datatypes packages to Architecture from Global Ontology.
Global Terms Rearranged
in sub-sections of original sections, in Business, also Production, core.
Others untouched
Also one model change, inconsistency in Set v collection member range, corrected.
Legal Grammar Review
separate Right and Contractual Right, added Legal Right, propagated across all sections
detailed review of Legal Grammar, and subsequent updates (some actions open)
this is also the version used as the basis for profile / migration tests branch.
Saved ahead of Business Entities review.
Minimal changes, some workstream notes, mappings
Business Entities Restructure
Actions form previous week's review
Separation of Business Entities sections
Separation of most Global terms sections (Business, Information)
OWL Imports shown for all terms that Business Entity replies on (not double checked)
Version from which Derivatives HTML Report and Bus Entity XMI exports taken
fixes in Derivatives sections (some still to do) for orphan classes
Business Entities dependencies all mapped out prior to export. Missing dependencies added
Address and Postal Address (temp) sections aligned, dependencies defined
Frozen for production of reports for FIBO RFC
changes if any during production to be implemented in 1.3.20 so the report reflects that
working notes and experiments for metadata in this version to be removed for FIBO report
As submitted to OMG as RFC Alpha
removal of draft metadata workings in BE sections, otherwise unchanged from .19
Transaction and Accounting Shared Semantics
Review notes from that session; new diagrams in Business/transaction section and cross
reference diagrams.
SME Review session notes from 16 November and at HSBC session.
Minor changes, backup during ongoing OMG works
changes and additions in annotation metadata - final annotation metadata for OMG QM.
Final tweaks to Business Entities content post OMG QM
added registered address for Artificial Person; foundation docs for Foundation etc.
Filename
EDM Ontology v1-3-24.eap
Version
1.3.24
Date
24/1/12
Time
17:50
EDM Ontology v1-3-25.eap
1.3.25
26/1/12
21:15
EDM Ontology v1-3-26.eap
1.3.26
13/2/12
22:22
EDM Ontology v1-4-00.eap
1.4.00
15/2/12
04:03
EDM Ontology v1-4-01.eap
1.4.01
16/2/12
n/k
EDM Ontology v1-4-02.eap
1.4.02
19/2/12
10:18
EDM Ontology v1-4-03.eap
1.4.03
1/3/12
00:13
EDM Ontology v1-4-04.eap
1.4.04
27/4/12
18:21
EDM Ontology v1-4-05.eap
1.4.05
08/6/12
01:41
EDM Ontology v1-4-06.eap
1.4.06
10/7/12
15:09
EDM Ontology v1-4-07.eap
1.4.07
16/8/12
16:25
EDM Ontology v1-4-08.eap
1.4.08
29/8/12
18:20
Change Notes (or descriptions for diagrams / draft material)
Metadata workings
saved ahead of deleting previous parallel workings and implementing metadata instances
Metadata Implementation take 1
initial implementation of the metadata on the Business Entities model content, as presented
at Workstream 2 Technical Model Framework on 26 Jan.
Metadata Implementation take 2
Final agreed metadata implemented to some classes and relationships.
Minor changes to be made in Legal and Business Entities for Jurisdiction per comments.
Intended Final for RFC Submission
Changes made: addition of Shareholding and Voting Shareholding relationships to
Shareholder, Voting shareholder; changes in Asset and Party to define Owner of Asset for
this;
Annotation metadata stripped out of this version to produce business diagrams
Diagram Production copy
Used to produce the diagrams for RFC (BE sections only not Global sections)
Changes to Constitution, Law in Legal section. Changed ranges of Relative Thing in Lattice.
Legal Ontology split; Annotated version saved, tracks changes in unannotated ver.
Segregated the Legal section into four parts.
Also renamed and changes to Contractual Element to not include Terms, Contract (only
refers to things which are an element of some contract). No impact on FIBO-BE.
As submitted in 1.4.02 plus work for Transaction Shared Semantics
this work adds new material in Core (Aspect name change, relationship) and Parties along
with other Business sections for REA and Transaction. None of these impacts on the diagrams
uploaded to the specification for RFC submission on 20 Feb. File was not saved between
closure of the version on 20 Feb and saving of this version, so these are the same file.
The changes for Txn Shared Semantics are yet to be implemented in the parallel Annotation
version, which will be an annotation version of the above 1.4.02.
Minor ongoing works to be carried through to Annotation version
Also additions and notes to Risk global model, prior to handing this off to Manfred Koethe
Ongoing changes in Shared Semantics (REA/Legal/Conferral)
Handed out; NOT uploaded to site. Forms result of Shared Semantics of transactions etc.
(ongoing)
Shared Semantics Work
diagram, notes from 2 July Txn Shared Semantics session; 9 July (MB, BM) session.
Shared Semantics Clean-up
with most open questions re REA now answered, version of main Txn shared Semantics
working diagram tidied up; notes removed for answered questions; further modeling of the
results.
Shared Semantics 27 August Session changes
as after the 27 August session.
Filename
Version
Date
Time
EDM Ontology v1-4-09.eap
1.4.09
30/8/12
19:30
EDM Ontology v1-4-10.eap
1.4.10
15/10/12
01:54
EDM Ontology v1-5-03.eap
1.5.03
15/10/12
01:54
EDM Ontology v1-5-04.eap
1.5.04
29/10/12
11:19
EDM Ontology v1-5-05.eap
1.5.05
2/11/12
17:48
EDM Ontology v1-5-06.eap
1.5.06
27/11/12
18:24
EDM Ontology v1-5-07.eap
1.5.07
1/12/12
18:03
EDM Ontology v1-5-08.eap
1.5.08
11/12/12
00:32
EDM Ontology v1-5-09.eap
1.5.09
18/12/12
23:24
EDM Ontology v1-5-10.eap
1.5.10
21/12/12
10:45
EDM Ontology v1-5-11.eap
1.5.11
10/1/13
12:20
Change Notes (or descriptions for diagrams / draft material)
Baseline for additions to Legal Entity / Legal Person split
Addition of new Legal Entity concept, segregation from Legal Person
See document detailing changes to be carried forward to annotated branch.
Becomes 1.5.03
Alignment with changes and corrections in 1.5.02Annotated
- addition of Company Inc by Guarantee legal agreement and relation.
- Medium length naming for properties shortened in the Annotation branch to date.
Changes in this version taken to 1.5.02Annotated also.
Copy of 1.4.10
Contains all substantive changes that are in 1.5.02Annotated.
FIBO-BE SMER work
Changes as determined in SME Reviews 17 Oct (viewed only) and 24 Oct.
FIBO-BE SMER work and OFDG Proposals
Substantial changes in disposition of Legal Entity (moved to "Relative Thing") resulting from
OFDG review of 29 Oct. This version presented as a branch and elevated following approval.
Changes in Txn Shared Semantics around "Conferred Thing" constructs.
Baseline for 7 Oct SME Review session.
FIBO-BE SMER work
Changes to CIV/Fund/Trust terms during 7 Nov SME review;
Terms for address, names, other common entity terms remain in "old" state; changes to next
version are to complete this work and present at 28 Nov SME Review (becomes 1.5.07)
Changes and comments in SME Review 28Nov
Prior to implementing remaining recommended changes (Organization etc.) and re-defining
package structure for formal December Draft.
As output to diagrams and reports for Dec Draft interim version
Reported out as RTF files for FIBO-Foundations and FIBO-BE
Diagrams from these, minus working diagrams, taken to December Draft specifications
Revised package structure in FIBO-BE for OMG Dec/Jan Draft - take 1
This packaging has been subsequently revised with architecture developed by MB and Elisa
Kendall. No immediate changes to FIBO-BE structure but the remaining packaging will
change
As passed to Adaptive for initial processing
remaining technical actions to be carried out based on feedback on this version
Includes most recent state of FIBO BE SME Review of 19 Dec (e.g. Executive change)
Draft for presentation of diagrams etc.
Implements changes identified in 19 Dec, 5 Dec reviews and remaining actions
Implements packaging changes identified in new OMG architecture (including what's in / out
of OMG FIBO Spec proposals)
Implements [some/all] technical and metamodel changes identified in Adaptive actions
Filename
EDM Ontology
EDM Ontology
EDM Ontology
EDM Ontology
Version
1.5.15
Date
29/1/13
4/2/123
11/2/13
14/2/13
Time
01:50
20:20
13:33
21:31
EDM Ontology v1-5-16.eap
1.5.16
18/2/13
19:22
EDM Ontology v1-5-17.eap
1.5.17
25/2/13
15:36
EDM Ontology v1-5-18.eap
1.5.18
25/2/13
21:52
EDM Ontology v1-5-19.eap
1.5.19
4/3/13
18:22
EDM Ontology v1-5-20.eap
1.5.20
8/3/13
18:37
EDM Ontology v1-5-21.eap
1.5.21
9/3/13
18:21
EDM Ontology v1-5-22.eap
1.5.22
15/3/13
23:02
EDM Ontology v1-6-00.eap
1.6.00
15/3/13
23:02
EDM Ontology v1-6-01.eap
1.6.01
2/4/13
21:39
v1-5-12.eap
v1-5-13.eap
v1-5-14.eap
v1-5-15.eap
1.5.12
1.5.13
1.5.14
Change Notes (or descriptions for diagrams / draft material)
Business Entities SME Review changes in prep for 230 Jan 2013 SME Review
Addresses cross reference issues identified by Adaptive
Last iteration edited on EA version 7. Frozen and copied to 1.5.15
Clean up of OWL imports; some segregation of relative things; some new ontologies
Implements the distinction between OMG FIBO specification and the “Deep” ontology
Diagrams for OWL imports by section and overall, in new “bottom up” layout
Most recent public version on websites
Matches draft OMG specification of 18/2/13
Reflects first draft of changes arising from 20 Feb SME Review
Segregation of Controlling Interests from organization control
Working through changes for 20 Feb findings; first pass at Adaptive transformation
First formally logged technical transformation issues are on this version – see Issues Log
Final business SME Review 25 Feb incorporated (minor corrections)
Working through annotation issues – tee Issues Log.
Working through annotation issues – see technical issues log
No change to business content; change to Boolean instances; removal of unwanted package
relationships tracking annotations (non ODM) in case this resolves stray dependencies error.
Final stable business content along with metadata / annotations final state
Have replaced all non performing OWL imports with UML PI relationships labelled owlImports
No further technical changes needed (we believe) for HTML Report generation
OWL generated from this had missing annotations but these do not follow a pattern of
differences in this EA model content.
Used to generate diagrams in FIBO-BE and FIBO-Foundations Annexes
Used to generate RTF Report from which to derive Spreadsheet annex, possibly
Content section.
No material change to 1.5.21 (either business or technical) only new diagrams.
New report templates 9 through 13 created to generate spreadsheet / reports
Open / agreed actions e.g. rename Autonomous Agent to Agent, move Enabling Agent to
Relative Things – NOT implemented. Matches what Pete has had to generate documents from
in 1.5.21
Also source of Equity XMI sent to Citi
Exact Copy of 1.5.22; Baseline for OMG / FDTF Review and subsequent actions
May continue to evolve reports; no change to Baseline FIBO-Foundations, FIBO-BE is to be
allowed or made on this version prior to completion / review of FIBO Specifications as
baseline for further work.
Baseline for rework of model as 2.0
Contains minor corrections, diagram tweaks and possibly new diagrams
Some work in Citi / Equities classification facets (diagram notes from discussion)
NO substantive changes from 1.6.00 as filed for March OMG baseline
Filename
EDM Ontology v2-0-00.eap
Version
EDM Ontology v2-0-01.eap
EDM Ontology v2-0-02.eap
On Laptop and EA v8
2.0.01
2.0.02
Website
13/2/14
EDM Ontology v2-1-00.eap
On Laptop and EA v8
2.1.00
13/2/14
EDM Ontology v2-1-01.eap
On EA v10
2.1.01
6/3/14
02:06
EDM Ontology v2-1-02.eap
On EA v10
2.1.02
7/3/14
03:10
EDM Ontology v2-1-03.eap
On EA v10
2.1.03
27/4/14
12:20
2.0.00
Date
2/4/13
Time
21:39
Change Notes (or descriptions for diagrams / draft material)
Exact copy of 1.6.01
Baseline for next phase of work. This will repackage the Securities etc. and rejoin the parts
that were separated for OMG specification generation. Also remove the <<model>>
stereotypes that were used in v 1.6 to delineate what’s in OMG FIBO-BE scope and what was
not. This version 1.6 will form the basis for putting everything that’s in the ontology into
Adaptive and so into Magicdraw / ODM / RDF/OWL formats.
Work on the above starts with 2.0.01 Working Copy.
Refactored for initial FIBO Transformation to RDF/OWL
Partial tracking of VOM work (not closed until completion of this work)
As used for initial XMI transformation / tests
Tracks most name changes and other adjustments done in VOM but not all
Final OMG FIBO-FND and FIBO-BE Specifications alignment – clone of the above.
To be used as import into Adaptive
URIs etc. updated
Also use as final import into Cameo FIBO-DSL development arrangements
EA Version 10 Working File
This file used to generate UML XMI (without changes from 2.1.00)
This file open to create clean diagrams (v8 diagrams all dirty), for website, slides etc. (see
also EAv10 “diagramming” branch of 2.0.01 being used for Reg W Affiliate diagrams)
This file used to hand-create reference changes / diagram layout changes to Indices and
Indicators while working on IND submission content in VOM. Brought up to date with all
changes and packaging for FIBO-IND as in the Feb 24th submission (before errata applied)
Model Changes for Adaptive one-off import
Changes as advised by Adaptive (see log file for changes)
Includes replacement of erroneous imports (to be tested); removal of orphaned tagged
values, clean-up of most double-stereotyped classes; de-naming of logical unions, fix to
items with old <<Reference Entity>> stereotype now <<referenceEntity>> and other
changes as noted. This is now ready for one-off import to Adaptive, subject to the import
question noted above.
Diagramming Clean-up
Clean up all remaining diagrams (removal of EAv10 stereotype appearances, via EAv10)
Cleaned up to SR-Foundations/places (exclusive)
Uploaded at this point; more diagram clean-up to do
Also sort out the error URIs as identified by Adaptive in post 2.1.01 processing (not done?)
Also contains example AssClass end labels and onProperty links in one ontology