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Currency Reference Data Roadmap
Note: this issue was originally posted at finos/secref-data#29 and transferred to this repository on January 25th, 2022
Currency Reference Data Workstream – Project Plan Proposal
Stage 1 - Planning - completed
- Agree on concept with participants and define a currency object
- Collate use cases to identify participants who want to get involved e.g. reg reporting
- Feasibility analysis – to get a view of commitment needed from participants
- Finos Technologies/Open Data Store – requirements review
- Milestone – WG to agree on plan for initiative
- Timeline – Aug 2020 to end of September 2020 (4 sessions)
Stage 2 – Design (Part 1: Model) - completed
- Design of a standardised agnostic currency ref data model using example data sets, Legend Studio
- Initial focus on currency and commodities to formulate design
- Milestone – to agree on the model and sign off from the Cur Ref Data working group
- Timeline – October 2020 to end of December 2020 (6 sessions)
Stage 3 – Design (Part 2: Workflow)
- Design of workflow – conflict resolutions, updating of data, API etc -
- Model & data versioning
- Define model governance
- Milestone – to agree on the workflow design and submit it for build
- Timeline – by end of September 2021
Stage 4 - Build
- Confirm the model with ISO before publishing it into PROD
- Build and Testing (bandwidth TBC by Sailesh)
- Milestone – to have a working data retrieval from the cloud
- Timeline – TBC
/cc @saileshpandey @VijayeshChandel
Feb 21st 2023 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
Feb 21st 2023 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Updates on follow-ups? @JasonPolis-ISDA @iansloyan
- Review question of data storage and workflow for maintenance of the 'master' list
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
June 21st 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
June 21st 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Agenda item 1
- Agenda item 2
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
March 28th 2023 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
March 28th 2023 - 12am ET
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Updates on follow-ups? @JasonPolis-ISDA @iansloyan
- Review question of data storage and workflow for maintenance of the 'master' list
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
May 17th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
May 17th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Elaine + Vijay present updated model w/ sample data
- Discuss possible additions to the model
- ISO (non-ISO) discussion
- Uppercase vs Lowercase
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Uppercase vs Lowercase (Stick to uppercase)
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
September 20th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
September 20th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Agenda item 1
- Agenda item 2
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
Feb 15th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
20220215 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve January 18th meeting minutes meeting minutes were approved
- Welcome Juan Estrella @TheJuanAndOnly99 as new FINOS point of contact for Currency Ref Data project
- Data storage and changes to existing datasets (see finos/secref-data#77 (comment)) (Sailesh Pandey) - to be discussed at the next meeting
- Workflow automation process to check on new/changed list entries (Sailesh Pandey) - to be discussed at the next meeting
- Discuss what the ‘next category’ of list entries should be (Sailesh Pandey): Cryptocurrencies, minor units?
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Agreement to proceed with minor units as the next category of list entries
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
July 19th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
July 19th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Updated model @ElaineFraser @Vijayesh-Chandel
- Duplicate minor units(?)
- Offshore currencies
- Suggest future additions to the model to be discussed at future meetings.
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Share model @ElaineFraser @Vijayesh-Chandel
- Reach out to CDM + other relevant groups @TheJuanAndOnly99
- Move August meeting @TheJuanAndOnly99
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
Jan 18th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
20220118 - 10am ET / 3pm GMT
Untracked attendees
- n/a
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Housekeeping (FINOS & LF)
- Update on new "project" status (see project proposal issue)
- Community Specification License overview and enrollment - FINOS to share instructions to enroll
- Decision on whether to close the open issues in the secref-data repository or migrate them into the curref-data repository -proposal to migrate issues
- Re-assess meeting cadence - agreement to move meetings to 3rd Tuesday of the month
- Approve past meeting minutes:
- November 9th meeting minutes
- November 23rd meeting minutes: move outstanding items to next meeting agenda:
- Data storage and changes to existing datasets (see finos/secref-data#77 (comment)) (Sailesh Pandey)
- Review of a proposal for automated checks on new/changed list entries (Elaine Fraser)
- Discuss what the ‘next category’ of list entries should be (Elaine Fraser)
- Cryptocurrencies (Elaine Fraser)
- FINOS All Community Call, February 2nd: projects welcome to propose project updates at finos/community#152
- AOB, Q&A & Adjourn (5mins)
Action Items
- FINOS to update currency reference data meeting cadence from fortnightly to monthly
- FINOS to transfer curref-data related issues to curref-data repository from secref-data repository
- FINOS to move outstanding agenda items from November 23rd meeting into February 15th meeting agenda
- FINOS to share instructions on Community Specification License enrollment with currency reference data mailing list
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
November 22nd 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
November 22nd 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Duplicate minor units(?)
- Offshore currencies
- Suggest future additions to the model to be discussed at future meetings.
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
April 12th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
April 12th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Discuss other minor units use cases
- Required fields
- Model draft
- Uppercase vs Lowercase
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 2554 731 7767
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 2554 731 7767
- Password: VXcd2eQgh82
- Global call-in numbers
March 29th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
March 29th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- Ian Sloyan
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes February 15th meeting minutes
- Data storage and changes to existing datasets (see finos/secref-data#77 (comment)) (Sailesh Pandey)
- Workflow automation process to check on new/changed list entries (Sailesh Pandey)
- Minor units
- Meeting cadence
- Contribution announcement
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
10-25-2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
Tuesday October 25th 2022 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Updated model @ElaineFraser @Vijayesh-Chandel
- Duplicate minor units(?)
- Offshore currencies
- Suggest future additions to the model to be discussed at future meetings.
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
Dec 20th 2022 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
YYYYMMDD - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Agenda item 1
- Agenda item 2
- ...
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Decision 1
- Decision 2
- ...
Action Items
- Action 1
- Action 2
- ...
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
Currency Reference Data - Sample Data
Note: this issue was originally posted at finos/secref-data#48 and transferred to this repository on January 25th, 2022
| FINOS Id | ISO Code | Non ISO Code | Numeric Code | Description | ISO Issuing Authority code | Type | Deliverable? | Onshore Indicator | Status | Precision | Rounding Rule | Start date | End date | Vendor Code Type (Not in scope for phase I) | Vendor code value (Not in scope for phase I) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUDxx | AUD | AUSTRALIAN DOLLAR | AU | Yes | Active | 2 | Rounded | ||||||||
| CADxx | CAD | CANADIAN DOLLAR | CA | Yes | Active | 2 | Rounded | ||||||||
| CNYxx | CNY | YUAN (CHINESE) RENMINBI | CN | Active | 2 | Rounded | |||||||||
| EURxx | EUR | EURO | Active | 2 | Rounded | ||||||||||
| GBPxx | GBP | BRITISH POUND | GB | Active | 2 | Rounded | |||||||||
| HKDxx | HKD | HONG KONG DOLLAR | HK | Active | 2 | Rounded | |||||||||
| INRxx | INR | INDIAN RUPEE | IN | Active | 2 | Rounded | |||||||||
| JPYxx | JPY | JAPANESE YEN | JP | Active | 0 | Down | |||||||||
| SGDxx | SGD | SINGAPORE DOLLAR | SG | Active | 2 | Rounded | |||||||||
| USDxx | USD | UNITED STATES DOLLAR | US | Active | 2 | Rounded | |||||||||
| AGxxx | XAG | Silver | Precious Metal | Active | |||||||||||
| AUxxx | XAU | Gold | Precious Metal | Active |
Identify Use Cases for Currency Reference Data
Note: this issue was originally posted at finos/secref-data#30 and transferred to this repository on January 25th, 2022
How can the Currency Reference Data solution drive efficiency & cost reduction at a high level?
Use Case # 1 - Regulatory reporting: Currency Reference Data solution may make it easier to get consistent and more explicit mapping between edge case currency codes across the industry (identified at the August 18th CurRef meeting)
Please add further use cases in the comments below.
Jan 17 2023 Currency Ref Data Meeting Minutes
Currency Reference Data Meeting
Currency Reference data overview, roadmap and background
Date
Jan 17th 2023 - 10am ET / 3pm GMT
Untracked attendees
- Fullname, Affiliation, (optional) GitHub username
- ...
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.
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All participants in FINOS project meetings are subject to the LF Antitrust Policy, the FINOS Community Code of Conduct and all other FINOS policies.
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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.
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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.
Agenda
- Convene & roll call (5mins)
- Display FINOS Antitrust Policy summary slide
- Review Meeting Notices (see above)
- Approve past meeting minutes
- Discuss co-ordination of different industry initiatives on currency
- AOB, Q&A & Adjourn (5mins)
Decisions Made
- Several other initiatives:
- Anna DSB
- ISDA reference data
- ISO
- Present current state of the Currency model to stakeholders of other initiatives
- Understand role of Crypto currencies and whether this initiative should be renamed
Action Items
- Ian talking to ANNA DSB
- Jason talking to ISO
- Identify whether current model can be 'plugged in' to CDM (which currently has currency as a string)
WebEx info
- WebEx Meeting URL
- Meeting Number: 127 819 0322
- Join by phone: +1.415.655.0003 USA Toll | +44-20319-88141 UK Toll | Access code: 127 819 0322
- Password: VXcd2eQgh82
- Global call-in numbers
Provide Feedback on Standard Currency Model
Note: this issue was originally posted at finos/secref-data#58 and transferred to this repository on January 25th, 2022
Help wanted
The Currency Reference Data team is looking for feedback on the standard currency model that they have developed using ISO Currency Code data as a baseline.
Background Information
Modeling is being done in the FINOS hosted instance of Legend Studio, and the current model can be accessed at https://legend.finos.org/studio/viewer/UAT-38 (see screenshot below) Please note that you will need to have an account on the FINOS hosted instance of Legend Studio in order to access it. You can request an account at finos.org/legend.
For more information, including a model screenshot, see the Currency Reference Data Roadmap.
Provide feedback
There are several ways to share your feedback:
- Join the next meeting: participants of the Currency Reference Data workstream meet monthly on the third Tuesday at 10am ET / 3pm GMT. Find the next meeting on the FINOS projects calendar and browse past meeting minutes in GitHub.
- Propose changes to the model: request an account on the FINOS Legend Studio hosted instance at finos.org/legend in order to access the model at https://legend.finos.org/studio/viewer/UAT-38
- Comment on this issue
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