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FpML-RPTWG FpML reporting working group minutes, Jan. 11, 2010



Attendees

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Martin Sexton, London Market Systems

Chris Funck, Chatham

Miriam Steinberg, Chatham

Sreedhar Segu, DTCC

Subashree Rajagopal, DTCC

Dinesh Shastri, Bloomberg

Lucio Iida, Blackrock

Irina Yermakova, ISDA

Marc Gratocos, ISDA

Chuck Kahl, HSBC

Ludwig Henrikson, TriOptima

Brian Lynn, GEM

 

Apologies

========

Matt Simpson, CME

 

Actions

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Marcelle is still working on her action, according to Martin Sexton.

 

Miriam S has started to gather information, still working on the sample data.  Will provide later this week.  (Provided sample data subsequent to the call.)

 

Irina is still working on the coding schemes list, will get it out for next week.

 

 

Review of model

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

We discussed the changes that Brian prototyped based on last week’s meeting input.

A question that was raised was whether we should we capture whether the firm is a major market participant.

 

After some discussion, we decided that we weren’t clear enough on the requirements for the additional information (category, role) se we decided to shelve them until we have more input.

 

We discussed related parties, in particular how the relationships are expressed.

 

Miriam stated that normally the guarantor is related to the counterparty (the party B) by an agreement signed with them. A credit support annex is usually directly between the two parties and the collateral is posted directly by the trading firm.

 

We can classify credit support as follows:

 

credit support y/no

document based y/n

CSA y/n

if CSA, we are usually only concerned about party a and b

 

Another name for party B is Beneficiary.  The beneficiary is paid by the guarantor if the  trading firm can’t honor trading obligations.

 

Brian will update the model to reflect these situations, possibly following up with Miriam depending on when the model is available.

 

 

 

Other business

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The OMG cross-asset reporting group is beginning to collect data requirements and we hope to be able to share this with the RPTWG over the next few weeks.

 

 

Next meeting

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Because next Monday is Martin Luther King day in the US, we will skip next week and hold the next meeting in 2 weeks, on Monday, Jan. 25.