From e1d1ccb8f8823f94cb3facee7360973ea7c07324 Mon Sep 17 00:00:00 2001 From: Robert Trypuz Date: Mon, 23 Dec 2019 10:43:52 +0100 Subject: [PATCH] README files for FIBO domain update; Added: short descriptions, links to FIBO Viewer; links to Jira removed. --- BE/README.md | 10 +++++++--- BP/README.md | 9 ++++++++- CAE/README.md | 8 +++++++- CIV/README.md | 10 +++++++++- DER/README.md | 10 +++++++--- FBC/README.md | 18 +++++------------- FND/README.md | 10 +++++++--- IND/README.md | 10 +++++++--- LOAN/README.md | 10 +++++++--- MD/README.md | 8 +++++++- SEC/README.md | 10 +++++++--- 11 files changed, 78 insertions(+), 35 deletions(-) diff --git a/BE/README.md b/BE/README.md index 81842479a..002c4c366 100644 --- a/BE/README.md +++ b/BE/README.md @@ -1,6 +1,10 @@ -# /be - Business Entities + + +# Business Entities (BE) + +This directory contains ontologies belonging to the FIBO Business Entities (BE) Domain. This domain defines business concepts that are used for data governance, interoperability, and in regulatory reporting about business entities. ## Links -- [JIRA](https://jira.edmcouncil.org/browse/BE) -- [Confluence](https://wiki.edmcouncil.org/display/BE) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/BE/MetadataBE/BEDomain) +- [WIKI](https://wiki.edmcouncil.org/display/BE) diff --git a/BP/README.md b/BP/README.md index d7cc8ed39..911dec719 100644 --- a/BP/README.md +++ b/BP/README.md @@ -1,3 +1,10 @@ -# /bp - ... + +# Business Process (BP) + +This directory contains ontologies belonging to the Business Process (BP) domain. This domain includes ontologies that define financial process flows, such as securities issuance and transaction workflows. In the case of securities issuance process models, these are provided in order to be able to represent reference data concepts that are dependent on the process by which a security was issued. Transaction process semantics provide the basis for the temporal dimension of securities and derivatives transactions. + +## Links + +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/BP/MetadataBP/BPDomain) diff --git a/CAE/README.md b/CAE/README.md index 21d4b4da9..7c0a2481d 100644 --- a/CAE/README.md +++ b/CAE/README.md @@ -1,3 +1,9 @@ -# /cae - ... + +# Corporate Actions and Events (CAE) +This directory contains ontologies belonging to the Corporate Actions and Events (CAE) domain. This domain contains ontologies that define events and actions that may occur during the life of a security, and are typically those events which may cause some change in some part of the underlying reference information for that security. Corporate actions include actions that require some action on the part of the holder, and in these and some other cases, there are process descriptions for the flow of activities involved. + +## Links + +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/CAE/MetadataCAE/CAEDomain) diff --git a/CIV/README.md b/CIV/README.md index 2d2eb5c12..5e37974b4 100644 --- a/CIV/README.md +++ b/CIV/README.md @@ -1,3 +1,11 @@ -# /civ - ... + + +# Collective Investment Vehicles (CIV) + +This directory contains material that is based largely on concepts from the European Funds and Asset Management Association (EFAMA) and will require future refactoring to accommodate other types of funds including hedge funds, funds arrangements in other jurisdictions and other variants. Part of that work would include subdividing this content into separate modules, particularly for concepts common to all or most funds. + +## Links + +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/CIV/MetadataCIV/CIVDomain) diff --git a/DER/README.md b/DER/README.md index 6a93d338f..78199cbd0 100644 --- a/DER/README.md +++ b/DER/README.md @@ -1,6 +1,10 @@ -# /der - Derivatives + +# Derivatives (DER) + +This directory contains ontologies belonging to the Derivatives (DER) Domain. This 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. + ## Links -- [JIRA](https://jira.edmcouncil.org/browse/DER) -- [Confluence](https://wiki.edmcouncil.org/display/DER) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/DER/MetadataDER/DERDomain) +- [WIKI](https://wiki.edmcouncil.org/display/DER) diff --git a/FBC/README.md b/FBC/README.md index 34f61763c..ee2c84452 100644 --- a/FBC/README.md +++ b/FBC/README.md @@ -1,18 +1,10 @@ -# /fbc - Financial Business & Commerce + -The FIBO Financial Business and Commerce specification provides a model of business concepts that -are common to financial services businesses, including products and services, financial -intermediaries, registrars and regulators, and financial instruments and products, as a part of the -overall FIBO family of specifications. FBC provides concepts common to a number of the domain areas, -such as loans, securities, corporate actions, etc. +# Financial Business and Commerce (FBC) -- Co-Chair (industry): - - Stephen Creek, Citigroup - - Richard Beatch, Bloomberg -- Co-Chair: (ontologist): - - Elisa Kendall, Thematix +This directory contains ontologies belonging to the Financial Business and Commerce domain. This domain covers business concepts that are common to a number of finance areas, such as loans, securities, and corporate actions, including products and services, financial intermediaries, registrars and regulators, and financial instruments and products. ## Links -- [JIRA](https://jira.edmcouncil.org/browse/FBC) -- [Confluence](https://wiki.edmcouncil.org/display/FBC) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/FBC/MetadataFBC/FBCDomain) +- [WIKI](https://wiki.edmcouncil.org/display/FBC) diff --git a/FND/README.md b/FND/README.md index fe9c7173a..147955083 100644 --- a/FND/README.md +++ b/FND/README.md @@ -1,6 +1,10 @@ -# /fnd - FIBO Foundations + + +# FIBO Foundations (FND) + +This directory contains ontologies belonging to the Foundations (FND) domain. This domain includes ontologies that define general-purpose concepts required to support other FIBO domains. These include concepts and relationships about people, organizations, places, and most importantly, contracts that are essential to domains such as Business Entities (BE), Financial Business and Commerce (FBC), Indices and Indicators (IND), and Securities (SEC). ## Links -- [JIRA](https://jira.edmcouncil.org/browse/FND) -- [Confluence](https://wiki.edmcouncil.org/display/FND) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/FND/MetadataFND/FNDDomain) +- [WIKI](https://wiki.edmcouncil.org/display/FND) diff --git a/IND/README.md b/IND/README.md index 73fcf941b..ab50e7158 100644 --- a/IND/README.md +++ b/IND/README.md @@ -1,6 +1,10 @@ -# /ind - FIBO Indices & Indicators + + +# Indices and Indicators (IND) + +This directory contains ontologies belonging to the FIBO Indices and Indicators (IND) Domain. This domain covers market indices and reference rates, including economic indicators, foreign exchange, interest rates, and other benchmarks. The ontologies cover quoted interest rates, economic measures such as employment rates, and quoted indices required to support baskets of securities, including specific kinds of securities in share indices or bond indices, as well as credit indices. ## Links -- [JIRA](https://jira.edmcouncil.org/browse/IND) -- [Confluence](https://wiki.edmcouncil.org/display/IND) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/IND/MetadataIND/INDDomain) +- [WIKI](https://wiki.edmcouncil.org/display/IND) diff --git a/LOAN/README.md b/LOAN/README.md index 35517450f..1089409b5 100644 --- a/LOAN/README.md +++ b/LOAN/README.md @@ -1,7 +1,11 @@ -# /loan - Loans & Mortgages + + +# Loans & Mortgages (LOAN) + +This directory contains ontologies belonging to the FIBO Loan (LOAN) domain. This domain provides a model of concepts that are common to loan contracts in various market categories including but not limited to commercial, small business, automobile, education, and mortgage. High-level concepts relevant to loan contracts include the obligations of parties playing different roles, credit and risk, security agreements as well as additional detail for HMDA-specific loans. Details defining debt instruments, in general, are covered in a separate debt module in the Securities domain. ## Links -- [JIRA](https://jira.edmcouncil.org/browse/LOAN) -- [Confluence](https://wiki.edmcouncil.org/display/LOAN) +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/LOAN/MetadataLOAN/LOANDomain) +- [WIKI](https://wiki.edmcouncil.org/display/LOAN) diff --git a/MD/README.md b/MD/README.md index dd869c3ec..84c19b8ef 100644 --- a/MD/README.md +++ b/MD/README.md @@ -1,3 +1,9 @@ -# /md - ... + +# Market Data (MD) +This directory contains ontologies belonging to the Market Data (MD) domain. This domain contains ontologies that represent temporally variant concepts for the whole range of financial instruments, loans, and funds. While all concepts can be regarded as having some relationship to time, the ones in this domain are those concepts that explicitly have a set of past values a present value and projected future values. As such, this domain covers the concepts represented in market data, such as prices, yields, and analytics for debt and for pools of assets. + +## Links + +- [FIBO Viewer](https://spec.edmcouncil.org/fibo/ontology/MD/MetadataMD/MDDomain) diff --git a/SEC/README.md b/SEC/README.md index be839c668..eb3838f5b 100644 --- a/SEC/README.md +++ b/SEC/README.md @@ -1,6 +1,10 @@ -# /sec - FIBO Securities & Equities + + +# Securities & Equities + +This directory contains ontologies belonging to the FIBO Securities (SEC) domain. This domain provides a model of concepts that are common to financial instruments that are also securities, including but not limited to exchange-traded securities. High-level concepts relevant to securities classification, identification, issuance, and registration of securities generally are covered, as well as additional detail for equities and debt instruments. More details defining derivatives, in particular, are covered in a separate derivatives domain area. ## Links -- [JIRA](https://jira.edmcouncil.org/browse/SEC) -- [Confluence](https://wiki.edmcouncil.org/display/SEC) +- [FIBO Viewer](https://jira.edmcouncil.org/browse/SEC) +- [WIKI](https://wiki.edmcouncil.org/display/SEC)