finos
Adrian Jenks Legaldocumentation - Enhance the Umbrella functionality within the Legaldocumentation section of the CDM.
Legaldocumentation - Enhance the Umbrella functionality within the Legaldocumentation section of the CDM.
Background
The Umbrella functionality within the CDM required to be built out to meet the requirements of the members to support the capture of Legal Agreement terms within an Umbrella Structure.
The original solution only allowed for the identification that the agreement had an Umbrella structure and allowed the capture of term election variations through the use of a single string variable.
The proposed solution creates an Umbrella structure that is mapped to the existing Legal documentation agreement election structures while allowing multiple agreement sets to be created that identify different election combinations and allows the agreement set to be defined against 1 or more parties to the agreement.
Parties to the agreement are also assigned roles identifying the legal and business purpose of those entities within the agreement.
What is being released?
Updated types and enumerated lists have been added to the legal documentation component of the CDM as listed below:
Enum
- UmbrellaPartyRoleEnum - Represents the legal role a party is assigned for the agreement
Type
- UmbrellaAgreementSet - Allows multiple sets of elections to be captured and assigned to specific parties to the agreement
- UmbrellaAgreementEntity - Defines the parties to the agreement
- Parentparty - Allows parties to be associated with a parent party on the agreement. Within umbrella agreements funds, portfolio or managed accounts which are not legal entities can be defined that are required to be rolled up to a parent party for things such as margin management. Additionally multiple investment managers may exist within a single agreement and parties need to be associated with the applicable Investment Manager.
Review Directions
Changes can be reviewed in PR: #4190
[!NOTE] This comment was generated via Rosetta.
Deploy Preview for finos-cdm ready!
| Name | Link |
|---|---|
| Latest commit | c78b8cb60a8586772d24df567a4ebb8eabc18460 |
| Latest deploy log | https://app.netlify.com/projects/finos-cdm/deploys/69441c61dee3ff000817f2fc |
| Deploy Preview | https://deploy-preview-4190--finos-cdm.netlify.app |
| Preview on mobile | Toggle QR Code...Use your smartphone camera to open QR code link. |
To edit notification comments on pull requests, go to your Netlify project configuration.
![netlify[bot] avatar](https://avatars.githubusercontent.com/in/13473?v=4 "Published by a pub.dev verified publisher"){kind=small}
- :x: - login: @AdrianJenksD2LT / name: Adrian Jenks . The commit (c78b8cb60a8586772d24df567a4ebb8eabc18460, f08b4c861abe00966198101178f5c66f5b8c08b9) is not authorized under a signed CLA. Please click here to be authorized. For further assistance with EasyCLA, please submit a support request ticket.
![linux-foundation-easycla[bot] avatar](https://avatars.githubusercontent.com/in/17893?v=4 "Published by a pub.dev verified publisher"){kind=small}
After reviewing the comments from @chrisisla changes have been made and the revised code re-contributed.
What is being released?
Revisions to the Umbrella functionality Contribution to reflect the comments received to the original contribution
[!NOTE] This comment was generated via Rosetta.
What is being released?
Updated contribution to remove some types that had been added for Amendments but are not ready to be contributed at this time.
[!NOTE] This comment was generated via Rosetta.
What is being released?
Contribution amended after discussions regarding LegalEntityIdentifier and PartyIdentifier planned changes. The changes made should de-couple these releases to provide the functionality the Umbrella solution requires and not cause compatibility issues when the LegalIdentifier and PartyIdentifier changes are contributed. Additional minor changes to descriptions and typenames has also been made to reflect comments made on the PR.
[!NOTE] This comment was generated via Rosetta.
What is being released?
Contribution updated to reflect comments received on the original contribution.
[!NOTE] This comment was generated via Rosetta.
What is being released?
Updated description to remove a typo
[!NOTE] This comment was generated via Rosetta.