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Re: FW: RE: FpML-AWG AWG Teleconference 29-May-08




Brian -

The current FpML Change Control Guidelines are currently too loose for this purpose. Changes can be made that are not backwards compatible, such as:
  1. Making a change to the schema that breaks schema-aware XPath. A good example is that renaming a complex type would break a FpML Validation Rule that used that type as a context. For example when equityBermudaExercise changed from equityBermudanExercise this was not backwards compatible for eqd-6, eqd-7, eqd-8, eqd-9, and eqd-10.
  2. Changing the meaning of an element without changing the schema. For example if "sender" becomes an application instead of an organization.
  3. Adding an element that changes the definition of an existing element. For example adding tradeSide changed the interpretation of /FpML/trade/capFloor/capFloorStream/payerPartyReference so that it may point to a tradeSide rather than a party.

There are others I won't list, but these 3 represent examples of a backwards incompatible change that was within the FpML Change Control Guidelines. For fpmlVersion to work a much stricter definition of backwards compatible is needed.

Matthew Rawlings
+44 7917 596 827


-original message-
Subject: RE: FpML-AWG AWG Teleconference 29-May-08
From: "Brian Lynn" <brian.lynn@xxxxxxxxxxxxxxxxxxx>
Date: 2008-05-29 15:40

This specific change is already prohibited within a single major version by
the FpML Change Control Guidelines for backward compatibility reasons.
Similarly, we can't change the names of existing elements, remove required
elements,  make optional elements mandatory, etc.  These guidelines do cause
some headaches but we've been working within them (more or less) for a
couple of years.   A consequence is that when we add new elements we usually
need to make them optional, or create a choice between the old and new ways.
On each major version we can review and decide to make the new stuff
mandatory.



http://www.fpml.org/documents/standard/changeGuidelines.pdf



- Brian



From: awg@xxxxxxxx [mailto:awg@xxxxxxxx] On Behalf Of
mark.a.addison@xxxxxxxxxxxx
Sent: Thursday, May 29, 2008 10:19 AM
To: awg@xxxxxxxx
Subject: Re: FpML-AWG AWG Teleconference 29-May-08




I still have some concerns with respect to the proposed idea of dropping
minor version from the schema namespace.
As an example, it will not be possible to add a required element to any new
minor version of the schema (a major version will be required.)
i.e. for backward compatibility reasons - because documents produced using a
previous minor version could not possibly contain the field and would not
validate against the schema.
Is this going to be too limiting?

Regards,

Mark.

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This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of JPMorgan Chase & Co., its subsidiaries and affiliates. This transmission may contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by JPMorgan Chase & Co., its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you. Please refer to http://www.jpmorgan.com/pages/disclosures for disclosures relating to UK legal entities.