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Use Cases and Workflows Discussion Group - 6th June 2024

Open mistryvinay opened this issue 1 year ago • 10 comments

Group overview

Newly rebranded "Use Cases and Workflows" discussion group for FDC3, replacing "Context Data and Intents".

The remit of this discussion group is:

  • talking about existing or potential financial use-cases
  • unlocking the power of standardisation
  • discussing new ways to collaborate either inside the organisation or firm-to-firm
  • sharing expert insights about how to make the most out of FDC3
  • and collaborating to shaping the future of financial workflows.

Relevant issue tags

Current open issues that relate to the discussion group: image

Specific issues will also be tagged with the labels: image image

Meeting Date

Thursday 6 June 2024 - 9am (US eastern timezone EST) / 2pm (London, BST)

Zoom info

  • Join Zoom Meeting
  • Meeting ID: 969 4029 4948
  • Passcode: 636931
  • Dial-in:
    Country International Dial-in Toll-free Dial-in
    US +1 929 205 6099 (New York) 877 853 5247
    UK +44 330 088 5830 0800 031 5717
    France +33 1 8699 5831 0 800 940 415
    Find your local number https://zoom.us/u/ad2WVnBzb8

Meeting notices

  • FINOS Project leads are responsible for observing the FINOS guidelines for running project meetings. Project maintainers can find additional resources in the FINOS Maintainers Cheatsheet.

  • All participants in FINOS project meetings are subject to the LF Antitrust Policy, the FINOS Community Code of Conduct and all other FINOS policies.

  • FINOS meetings involve participation by industry competitors, and it is the intention of FINOS and the Linux Foundation to conduct all of its activities in accordance with applicable antitrust and competition laws. It is therefore extremely important that attendees adhere to meeting agendas, and be aware of, and not participate in, any activities that are prohibited under applicable US state, federal or foreign antitrust and competition laws. Please contact [email protected] with any questions.

  • FINOS project meetings may be recorded for use solely by the FINOS team for administration purposes. In very limited instances, and with explicit approval, recordings may be made more widely available.

  • A Discussion Group has no direct decision-making power regarding the FDC3 standard - rather it is intended that anything they propose or work on will result in proposals (via Github issues and PRs) for the Standards Working Group participants to consider and vote on for inclusion in the standard.

Participation Requirements

Note: Meeting participants are expected to accept the terms of the FDC3 license (Community Specification License), understand the governance process and have a CLA in place.

Please click the following links at the start of the meeting if you have not done so previously.

Tracking Attendance

Note: Meeting participants are expected to add a comment to this GitHub issue in order that we can track attendance of FDC3 project meetings. Please do this at the start of the meeting.

Agenda

  • [ ] Convene & roll call, review meeting notices (5mins)
  • [ ] Review action items from previous meeting (5mins)
    • [x] #1206
  • [ ] Introduction to Common Domain Model (CDM) 20mins
    • [ ] Standardised data model for how financial products are managed across the transaction lifecycle
  • [ ] Discussion of open issues (20mins)
    • [ ] #1164
    • [x] #1173
      • [x] Review proposals for types related to persona workflows the list below
        • [ ] #1218
        • [ ] #1219
        • [ ] #1220
        • [ ] #1221
        • [ ] #1222
        • [ ] #1223
        • [ ] #1224
  • [ ] AOB & Adjourn (5mins)

Minutes

  • ...

Action Items

  • [ ] ...

Untracked attendees

Full name Affiliation GitHub username

mistryvinay avatar Jun 05 '24 12:06 mistryvinay

Hello everyone, very happy to be part of this discussion today - here are some CDM resources I would like to draw your attention to, the standard ones:

  • CDM GitHub: https://github.com/finos/common-domain-model
  • CDM Homepage: https://cdm.finos.org/
  • CDM Documentation: https://cdm.finos.org/docs/home

And here are some other useful links I will use for my presentation and other resources beyond the above standards:

Link to "CDM Overview Slides" - which are centrally stored in FINOS resources and I refer to in my presentation https://resources.finos.org/category/projects-sigs/common-domain-model-cdm?projects-sigs=common-domain-model-cdm&c=cG9zdDo5OTE2MjY%3D

"Hello, CDM!" Blog post from Hugo Hills from REGnosys explaining how to implement CDM https://regnosys.com/insights/hello-cdm-three-easy-steps-to-implement-the-common-domain-model-in-java/

Video of more expansive (1.5 hours) April 2024 "How to Get Started with CDM Meetup" which covers much more and goes into greater detail of how to implement https://resources.finos.org/category/projects-sigs/common-domain-model-cdm?projects-sigs=common-domain-model-cdm&c=cG9zdDo5OTE2Mjg%3D

iansloyan avatar Jun 06 '24 11:06 iansloyan

Vinay Mistry / Symphony 🎵

mistryvinay avatar Jun 06 '24 13:06 mistryvinay

Rob Moffat / FINOS ♉

robmoffat avatar Jun 06 '24 13:06 robmoffat

Ian Sloyan / FINOS

iansloyan avatar Jun 06 '24 13:06 iansloyan

Rimma Perelmuter

Perelmuter avatar Jun 06 '24 13:06 Perelmuter

Elizabeth Kemerava / BlackRock

kemerava avatar Jun 06 '24 13:06 kemerava

Pavlo Vozniuk

pvoznyuk avatar Jun 06 '24 13:06 pvoznyuk

Kris West / interop.io 🚀

kriswest avatar Jun 06 '24 13:06 kriswest

Untracked attendees:

  • David Chen / Wellington
  • Sitija Sarka / BlackRock

kriswest avatar Jun 06 '24 14:06 kriswest

07042024 : Joseph Pollack

Josephrp avatar Jul 04 '24 13:07 Josephrp