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FpML-RPTWG RPTWG minutes Nov 9, 2009



Attendees

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Mike Kapcek DTCC

Chris Funck, Chatham

Chuck Kahl, HSBC

Marc Gratacos, ISDA

Irina Yermakova, ISDA

Martin Sexton, London Market Systems

Lucio Iida, BGI

Matt Simpson, CME

Bruno Beccaria, Citadel

Ludvig Henriksson, TriOptima

Jai Subrahmanyam,  Goldman Sachs

Subashree Rajogopal, DTCC

Brian Lynn, GEM

 

Regrets

======

 

 

Actions

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Chris Funck – has identified Miriam Steinberg  as a potential contributor for entity modeling.

 

We discussed FIX’s representation of entity roles and relationships.

 

 

Martin: found information on derivative entity relationships.

 

Matt S: 

- FIX recently identified about 20 relationships between parties

- derivative instrument parties

 

New relationships are in a new message – party detail list report, element party relationships.

Martin – will dig this out and distribute to the group

 

Martin is working on  his contact list to see if there is anyone else interested.

 

Clearing Fields

===========

We discussed the settlement information proposed implementation.  We realized that the

quotation characteristics structure could potentially be used in place of settlement info (timing, valuation date).  Brian will model up both alternatives to show how they compare.

 

We discussed novation trade date – Lucio wondered why we should include that but not other business events.  Brian offered to write up the motivation for discussion for next week.

 

Activity/Events on positions

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

We discussed Marc’s proposal, which is similar to the DSWG original representation.  Brian offered to adjust the position model to allow not only the most recent event for a position to be represented, but any or all events affecting the position.

 

Other points

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Chris Funck – looked at MTM values vs. credit value adjustment – CVA not applicable for regulatory reporting, but could be applicable from an accounting perspective.

 

 

Next meeting – Monday, Nov 16 – novation trade date, event history in positions, settlement information.

 

- Brian Lynn