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FpML-RPTWG Minutes 2009-10-26



Attendees

========

Chuck Kael HSBC

Mike Kopcak, DTCC

Dinesh Shastri BBG

Irina Yermakova, ISDA

Sreedhar Segu, DTCC

Lucio Iida, BGI

Bruno Beccaria, Citadel

Saif Ahmad

Chris Funck, Chatham Financial Tech

Jai Subrahmanyam,  Goldman Sachs

Matt Simpson, CME

Brian Lynn, GEM

Subashree Rajogopal, DTCC

Ludvig Henriksson, TriOptima (late arrival)

 

 

Regrets

======

Martin Sexton, London Market Systems

Marc Gratacos, ISDA

 

 

Actions

======

 

1) Brian continues to work on the examples.  He has added commodity information based on input from Bruce Tupper from ICE, and has started modeling details of CDS and other products.

He raised the issue that it is difficult to model whether an IR swap is pay fix or receive fix without a relatively complex representation, even in a short form report.  There were a couple of suggestions for making it simpler to do this:

- add a tream type field or indicator to the IR stream

- add to the position a classification or category that could allow saying the category of the trade from the perspective of the base party

Brian agreed to develop some proposals in this area and discuss the idea with the IR working group.

classifications, fix/float, bought / sold, put/call

 

We discussed the meaning of

- “upfront” fee.  From Bruno’s perspective it refers to independent amount, but we it looks like we may have used it in the spreadsheet to refer to the initial payment in an off-market CDS.  We need to sort this out to make sure the example is clear.

- “fixed spread” and “current spread” -  the first refers to the fixed rate used to compute quarterly payments, the second to the current market quote.  Brian will confirm with Ludvig that the example is modeled correctly.

 

2 )  Sreedhar is working on a proposal for reporting aggregated values.  [Marc Gratacos is also interested in this area and may also distribute a proposal in this area.]

 

 

CME clearing fields proposal

=====================

We discussed this and agreed that we want to distinguish between as-of date (date at which data is produced) from settlement date (date settlement will occur).

 

We also discussed the cleared date and agreed that this affects not only reporting, but also other types of messages, e.g. in confirmation view.

 

Matt agreed to update the proposal to refine it.

 

Entity modeling

============

Due to lack of time we did not discuss the proposal.

 

Next meeting

===========

Nov. 2 – back to regular time (11 AM ET, 4 PM British Time). -

- Entity modeling, CME proposal, etc.