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RE: FpML-RPTWG FpML Reporting WG minutes Nov 30, 2009



I will be joining today's call approximately 15-to-20 minutes late.
 
Regarding the action item below, I talked to Miriam last week, and we agree that the current modeling is sufficient:

c) Brian to look into modeling of 1st calculation period payment responsibility in novations fullFirstCalculationPeriod (boolean element) in the novation event representation is available for modeling whether the responsibility for payment for the full first period is being novated with the trade.  Is this sufficient?

>> Chris will follow up with Miriam on whether this is an issue

 

______________________________________________
Chris Funck
Chatham Financial - Kennett Square
T: 484.731.0408

 


From: owner-rptwg@xxxxxxxx [mailto:owner-rptwg@xxxxxxxx] On Behalf Of Brian Lynn
Sent: Tuesday, December 01, 2009 10:35 AM
To: rptwg@xxxxxxxx
Subject: FpML-RPTWG FpML Reporting WG minutes Nov 30, 2009

Attendees

========

Chris Funck, Chatham

Chuck Kahl, HSBC

Bruno Baccaria, Citadel

Mike Kopcak, DTCC

Martin Sexton, London Market Systems
Stephen White, State Street

Ludvig Henriksson, TriOptima

Matt Simpson, CME

 Brian Lynn, GEM

Irina Yermakova, ISDA

Marc Gratacos, ISDA

 

Apologies

========

Lucio Iida, BGI

Jai S., GS

 

 

1) Review status of actions

 

a) Brian to continue developing XML examples

>> More examples to follow - FX is remaining

 

b) Brian to distribute updated schema

>> This was done this past Tuesday

 

c) Brian to look into modeling of 1st calculation period payment responsibility in novations

>>  fullFirstCalculationPeriod (boolean element) in the novation event

representation is available for modeling whether the responsibility for payment for the full first period is being novated with the trade.  Is this sufficient?

>> Chris will follow up with Miriam on whether this is an issue

 

d) Brian to look into defining business requirements for entity relationships modeling.

>> Brian distributed a draft charter.  Discussion comments are below.

 

Brian will update the charter to reflect the feedback.

 

e) Marc to look into business requirements on aggregate notional reporting.

 

 

2) Discuss updated charter

>> We reviewed the charter.  Some feedback included:

On the entity modeling, the group agreed that the first priority should be reporting transaction level entity relationships, and that we should follow up with the regulators on what their requirements would be for reporting relationships between entities (outside of a specific transaction).  However, Matt S. pointed out that regulators may wish to be able to obtain entity relationship reference data in order to get an overall picture of exposure where it is not worth reporting at a transaction level (e.g. for subsidiary relationships).

>> Marc commented that we will need to work out which regulator looks at entity relationships.

(The regulators’ forum initiated the request).

 

On the aggregate reporting, we agreed to put this at a lower priority and to focus on gathering requirements.  Marc Gratacos will try to see if he can get some of the requirements he has seen made more publically available.  Brian agreed to discuss with Karel Engelen of ISDA whether they would “seed” the requirements by using ISDA statistics as a test case for the requirements.  (Subsequently Brian raised this with Karel, who said they would look into it.)

 

 

3) Discuss status of WD #4.

>> Marc updated the group on status.  The schema is complete and he and Irina are working on getting the examples organized for the reporting and confirmation views.  Next steps is to put together the documentation.  He expects it to be a couple of more weeks to complete this work, and aims to have the working draft out in December.

 

 

Next meeting

===========

Dec. 7 – review charter, business requirements for entity modeling, discuss meeting schedule