DER-1251 - revised status of SecurityBasedDerivatives and EquitySwaps…

… from provisional to release; revised DER metadata and load files accordingly Signed-off-by: Elisa Kendall <[email protected]>
nize · Dec 16, 2020 · 3472dfb · 3472dfb
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diff --git a/DER/AllDER-ExampleIndividuals.rdf b/DER/AllDER-ExampleIndividuals.rdf
@@ -26,27 +26,28 @@
 	xmlns:xsd="http://www.w3.org/2001/XMLSchema#">
 
 	<owl:Ontology rdf:about="https://spec.edmcouncil.org/fibo/ontology/DER/AllDER-ExampleIndividuals/">
-		<rdfs:label>Derivatives Domain, with Reference Individuals</rdfs:label>
+		<rdfs:label>All Derivatives, Example Individuals</rdfs:label>
 		<dct:abstract>The Derivatives (DER) Domain covers many of the concepts that are common to derivative instruments, including but not limited to options, futures, forwards, swaps, and a wide range of other derivatives. This ontology provides metadata about the Derivatives Domain and its contents.</dct:abstract>
-		<dct:issued rdf:datatype="&xsd;dateTime">2020-06-28T18:00:00</dct:issued>
+		<dct:issued rdf:datatype="&xsd;dateTime">2020-12-28T18:00:00</dct:issued>
 		<dct:license rdf:datatype="&xsd;anyURI">http://opensource.org/licenses/MIT</dct:license>
-		<dct:title>EDMC Financial Industry Business Ontology (FIBO) Derivatives (DER) Domain, with Reference Individuals</dct:title>
-		<sm:contentLanguage rdf:datatype="&xsd;anyURI">http://www.w3.org/standards/techs/owl#w3c_all</sm:contentLanguage>
+		<dct:title>EDMC Financial Industry Business Ontology (FIBO) Derivatives (DER) Domain, with Reference and Example Individuals</dct:title>
+		<sm:contentLanguage rdf:resource="https://www.w3.org/TR/owl2-quick-reference/"/>
 		<sm:contributor>Adaptive, Inc.</sm:contributor>
 		<sm:contributor>Bloomberg LP</sm:contributor>
 		<sm:contributor>Citigroup</sm:contributor>
 		<sm:contributor>Commodities Futures Trading Commission (CFTC)</sm:contributor>
 		<sm:contributor>Deutsche Bank</sm:contributor>
+		<sm:contributor>Federated Knowledge LLC</sm:contributor>
 		<sm:contributor>John F. Gemski</sm:contributor>
 		<sm:contributor>John F. Tierney</sm:contributor>
-		<sm:contributor>Mizuho</sm:contributor>
+		<sm:contributor>Mizuho Financial Group, Inc.</sm:contributor>
 		<sm:contributor>Nordea Bank AB</sm:contributor>
 		<sm:contributor>Office of Financial Research (US Dept of the Treasury)</sm:contributor>
 		<sm:contributor>Quarule</sm:contributor>
 		<sm:contributor>State Street Bank and Trust</sm:contributor>
 		<sm:contributor>Tahoe Blue Ltd</sm:contributor>
 		<sm:contributor>Thematix Partners LLC</sm:contributor>
-		<sm:contributor>Wells Fargo</sm:contributor>
+		<sm:contributor>Wells Fargo Bank, N.A.</sm:contributor>
 		<sm:contributor>Working Ontologist</sm:contributor>
 		<sm:copyright>Copyright (c) 2018-2020 EDM Council, Inc.</sm:copyright>
 		<sm:copyright>Copyright (c) 2018-2020 Object Management Group, Inc.</sm:copyright>
@@ -57,8 +58,8 @@
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/IND/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/SEC/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://www.omg.org/spec/LCC/</sm:dependsOn>
-		<sm:fileAbbreviation>fibo-derri-all</sm:fileAbbreviation>
-		<sm:filename>AllDER-ReferenceIndividuals.rdf</sm:filename>
+		<sm:fileAbbreviation>fibo-derex-all</sm:fileAbbreviation>
+		<sm:filename>AllDER-ExampleIndividuals.rdf</sm:filename>
 		<sm:keyword>derivative instruments</sm:keyword>
 		<sm:keyword>options, futures, rights instruments, swaps</sm:keyword>
 		<sm:moduleAbbreviation>fibo-der</sm:moduleAbbreviation>
@@ -67,8 +68,8 @@
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/AllDER-ReferenceIndividuals/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/IRSwapExampleIndividuals/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/SEC/AllSEC-ExampleIndividuals/"/>
-		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20200601/AllDER-ExampleIndividuals/"/>
-		<fibo-fnd-utl-av:explanatoryNote>The &apos;all&apos; ontology for SEC example individuals is provided for convenience for FIBO users.  This ontology does not add new assertions, but imports all of the Production (Released) ontologies that comprise the FIBO Foundations (FND), Business Entities (BE), Financial Business and Commerce (FBC), Indices and Indicators (IND), Securities (SEC) and Derivatives (DER) domains, including all individuals, with examples of how to encode information for a notional interest rate swap contract.</fibo-fnd-utl-av:explanatoryNote>
+		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20201201/AllDER-ExampleIndividuals/"/>
+		<fibo-fnd-utl-av:explanatoryNote>The &apos;all&apos; ontology for DER example individuals is provided for convenience for FIBO users.  This ontology does not add new assertions, but imports all of the Production (Released) ontologies that comprise the FIBO Foundations (FND), Business Entities (BE), Financial Business and Commerce (FBC), Indices and Indicators (IND), Securities (SEC) and Derivatives (DER) domains, including all individuals, with examples of how to encode information for a notional interest rate swap contract.</fibo-fnd-utl-av:explanatoryNote>
 	</owl:Ontology>
 
 </rdf:RDF>
diff --git a/DER/AllDER-ReferenceIndividuals.rdf b/DER/AllDER-ReferenceIndividuals.rdf
@@ -26,25 +26,29 @@
 	<owl:Ontology rdf:about="https://spec.edmcouncil.org/fibo/ontology/DER/AllDER-ReferenceIndividuals/">
 		<rdfs:label>Derivatives Domain, with Reference Individuals</rdfs:label>
 		<dct:abstract>The Derivatives (DER) Domain covers many of the concepts that are common to derivative instruments, including but not limited to options, futures, forwards, swaps, and a wide range of other derivatives. This ontology provides metadata about the Derivatives Domain and its contents.</dct:abstract>
-		<dct:issued rdf:datatype="&xsd;dateTime">2018-08-27T18:00:00</dct:issued>
+		<dct:issued rdf:datatype="&xsd;dateTime">2020-12-28T18:00:00</dct:issued>
 		<dct:license rdf:datatype="&xsd;anyURI">http://opensource.org/licenses/MIT</dct:license>
 		<dct:title>EDMC Financial Industry Business Ontology (FIBO) Derivatives (DER) Domain, with Reference Individuals</dct:title>
-		<sm:contentLanguage rdf:datatype="&xsd;anyURI">http://www.w3.org/standards/techs/owl#w3c_all</sm:contentLanguage>
+		<sm:contentLanguage rdf:resource="https://www.w3.org/TR/owl2-quick-reference/"/>
 		<sm:contributor>Adaptive, Inc.</sm:contributor>
 		<sm:contributor>Bloomberg LP</sm:contributor>
 		<sm:contributor>Citigroup</sm:contributor>
 		<sm:contributor>Commodities Futures Trading Commission (CFTC)</sm:contributor>
 		<sm:contributor>Deutsche Bank</sm:contributor>
+		<sm:contributor>Federated Knowledge LLC</sm:contributor>
+		<sm:contributor>John F. Gemski</sm:contributor>
+		<sm:contributor>John F. Tierney</sm:contributor>
+		<sm:contributor>Mizuho Financial Group, Inc.</sm:contributor>
 		<sm:contributor>Nordea Bank AB</sm:contributor>
 		<sm:contributor>Office of Financial Research (US Dept of the Treasury)</sm:contributor>
 		<sm:contributor>Quarule</sm:contributor>
 		<sm:contributor>State Street Bank and Trust</sm:contributor>
 		<sm:contributor>Tahoe Blue Ltd</sm:contributor>
 		<sm:contributor>Thematix Partners LLC</sm:contributor>
-		<sm:contributor>Wells Fargo</sm:contributor>
+		<sm:contributor>Wells Fargo Bank, N.A.</sm:contributor>
 		<sm:contributor>Working Ontologist</sm:contributor>
-		<sm:copyright>Copyright (c) 2018 EDM Council, Inc.</sm:copyright>
-		<sm:copyright>Copyright (c) 2018 Object Management Group, Inc.</sm:copyright>
+		<sm:copyright>Copyright (c) 2018-2020 EDM Council, Inc.</sm:copyright>
+		<sm:copyright>Copyright (c) 2018-2020 Object Management Group, Inc.</sm:copyright>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">http://www.omg.org/techprocess/ab/SpecificationMetadata/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/BE/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/FBC/</sm:dependsOn>
@@ -62,7 +66,7 @@
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/AllDER/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/DerivativesContracts/SwapsIndividuals/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/SEC/AllSEC-ReferenceIndividuals/"/>
-		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20180801/AllDER-ReferenceIndividuals/"/>
+		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20201201/AllDER-ReferenceIndividuals/"/>
 		<fibo-fnd-utl-av:explanatoryNote>The &apos;all&apos; ontology for DER is provided for convenience for FIBO users.  This ontology does not add new assertions, but imports all of the Production (Released) ontologies that comprise the FIBO Foundations (FND), Business Entities (BE), Financial Business and Commerce (FBC), Indices and Indicators (IND), Securities (SEC), and Derivatives (DER) domains, including all individuals.</fibo-fnd-utl-av:explanatoryNote>
 	</owl:Ontology>
 

diff --git a/DER/AllDER.rdf b/DER/AllDER.rdf
@@ -6,6 +6,7 @@
 	<!ENTITY fibo-der-drc-swp "https://spec.edmcouncil.org/fibo/ontology/DER/DerivativesContracts/Swaps/">
 	<!ENTITY fibo-der-rtd-irswp "https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/IRSwaps/">
 	<!ENTITY fibo-der-rtd-rtd "https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/RateDerivatives/">
+	<!ENTITY fibo-der-sbd-sbd "https://spec.edmcouncil.org/fibo/ontology/DER/SecurityBasedDerivatives/SecurityBasedDerivatives/">
 	<!ENTITY fibo-fnd-utl-av "https://spec.edmcouncil.org/fibo/ontology/FND/Utilities/AnnotationVocabulary/">
 	<!ENTITY owl "http://www.w3.org/2002/07/owl#">
 	<!ENTITY rdf "http://www.w3.org/1999/02/22-rdf-syntax-ns#">
@@ -21,6 +22,7 @@
 	xmlns:fibo-der-drc-swp="https://spec.edmcouncil.org/fibo/ontology/DER/DerivativesContracts/Swaps/"
 	xmlns:fibo-der-rtd-irswp="https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/IRSwaps/"
 	xmlns:fibo-der-rtd-rtd="https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/RateDerivatives/"
+	xmlns:fibo-der-sbd-sbd="https://spec.edmcouncil.org/fibo/ontology/DER/SecurityBasedDerivatives/SecurityBasedDerivatives/"
 	xmlns:fibo-fnd-utl-av="https://spec.edmcouncil.org/fibo/ontology/FND/Utilities/AnnotationVocabulary/"
 	xmlns:owl="http://www.w3.org/2002/07/owl#"
 	xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#"
@@ -32,24 +34,29 @@
 	<owl:Ontology rdf:about="https://spec.edmcouncil.org/fibo/ontology/DER/AllDER/">
 		<rdfs:label>Derivatives Domain</rdfs:label>
 		<dct:abstract>The Derivatives (DER) Domain covers many of the concepts that are common to derivative instruments, including but not limited to options, futures, forwards, swaps, and a wide range of other derivatives. This ontology provides metadata about the Derivatives Domain and its contents.</dct:abstract>
-		<dct:issued rdf:datatype="&xsd;dateTime">2018-08-27T18:00:00</dct:issued>
+		<dct:issued rdf:datatype="&xsd;dateTime">2020-12-28T18:00:00</dct:issued>
 		<dct:license rdf:datatype="&xsd;anyURI">http://opensource.org/licenses/MIT</dct:license>
 		<dct:title>EDMC Financial Industry Business Ontology (FIBO) Derivatives (DER) Domain</dct:title>
+		<sm:contentLanguage rdf:resource="https://www.w3.org/TR/owl2-quick-reference/"/>
 		<sm:contributor>Adaptive, Inc.</sm:contributor>
 		<sm:contributor>Bloomberg LP</sm:contributor>
 		<sm:contributor>Citigroup</sm:contributor>
 		<sm:contributor>Commodities Futures Trading Commission (CFTC)</sm:contributor>
 		<sm:contributor>Deutsche Bank</sm:contributor>
+		<sm:contributor>Federated Knowledge LLC</sm:contributor>
+		<sm:contributor>John F. Gemski</sm:contributor>
+		<sm:contributor>John F. Tierney</sm:contributor>
+		<sm:contributor>Mizuho Financial Group, Inc.</sm:contributor>
 		<sm:contributor>Nordea Bank AB</sm:contributor>
 		<sm:contributor>Office of Financial Research (US Dept of the Treasury)</sm:contributor>
 		<sm:contributor>Quarule</sm:contributor>
 		<sm:contributor>State Street Bank and Trust</sm:contributor>
 		<sm:contributor>Tahoe Blue Ltd</sm:contributor>
 		<sm:contributor>Thematix Partners LLC</sm:contributor>
-		<sm:contributor>Wells Fargo</sm:contributor>
+		<sm:contributor>Wells Fargo Bank, N.A.</sm:contributor>
 		<sm:contributor>Working Ontologist</sm:contributor>
-		<sm:copyright>Copyright (c) 2018 EDM Council, Inc.</sm:copyright>
-		<sm:copyright>Copyright (c) 2018 Object Management Group, Inc.</sm:copyright>
+		<sm:copyright>Copyright (c) 2018-2020 EDM Council, Inc.</sm:copyright>
+		<sm:copyright>Copyright (c) 2018-2020 Object Management Group, Inc.</sm:copyright>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">http://www.omg.org/techprocess/ab/SpecificationMetadata/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/BE/</sm:dependsOn>
 		<sm:dependsOn rdf:datatype="&xsd;anyURI">https://spec.edmcouncil.org/fibo/ontology/FBC/</sm:dependsOn>
@@ -67,9 +74,11 @@
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/DerivativesContracts/Swaps/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/IRSwaps/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/RateDerivatives/RateDerivatives/"/>
+		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/SecurityBasedDerivatives/EquitySwaps/"/>
+		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/SecurityBasedDerivatives/SecurityBasedDerivatives/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/FND/Utilities/AnnotationVocabulary/"/>
 		<owl:imports rdf:resource="https://spec.edmcouncil.org/fibo/ontology/SEC/AllSEC/"/>
-		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20180801/AllDER/"/>
+		<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/DER/20201201/AllDER/"/>
 		<fibo-fnd-utl-av:explanatoryNote>The &apos;all&apos; ontology for DER is provided for convenience for FIBO users.  This ontology does not add new assertions, but imports most of the Production (Released) ontologies that comprise the FIBO Foundations (FND), Business Entities (BE), Financial Business and Commerce (FBC), Indices and Indicators (IND), Securities (SEC), and Derivatives (DER) domains, excluding individuals for governments and jurisdictions, financial services, regulatory organizations and related registries, and reference individuals, as well as the LCC region-specific ontologies.</fibo-fnd-utl-av:explanatoryNote>
 	</owl:Ontology>