CDM Asset Refactor Task Force - April 4th, 2024

[eteridvalishvili]

CDM Asset Refactor Task Force Minutes

Meeting Host: Lionel Smith Gordon, Regnosys

Date

April 4th, 2024 - 11am ET / 4pm GMT

Untracked attendees

Meeting notices

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Agenda

• Convene & roll call (5mins)
• Display FINOS Antitrust Policy summary slide
• Review Meeting Notices (see above)
• Approve past meeting minutes
  • CDM Asset Refactor Task Force - March 28th, 2024 #2807
• Initial commit to demonstrate proposed refactoring in three areas. PR Lionel Smith-Gordon ARTForce initial proposals #2831 / Issue Proposed refactoring of Asset, Product and Observable in the CDM to address model limitations #2805
  • ART-01: New Asset data type.
  • ART-02: Changes to Observable and Index.
  • ART-03: Refactored identifiers: Identifier and AssetIdentifier.
    This can also be viewed in Rosetta: look for the Open Contribution "Lionel Smith-Gordon ARTForce initial proposals".
• AOB, Q&A & Adjourn (5mins)

Deck for this meeting including a discussion of the proposed refactoring committed above:
ARTForce - Model Updates.pptx

Minutes

Decisions Made

Action Items

Zoom info

Join Zoom Meeting
https://zoom.us/j/91947398280?pwd=YS85Mmo4ejhvV2VKMlpaU1FmeDYydz09

Meeting ID: 919 4739 8280
Passcode: 867245

[LionelSG-REGnosys]

Initial commit to demonstrate proposed refactoring in three areas.
#2831

• ART-01: New Asset data type.
• ART-02: Changes to Observable and Index.
• ART-03: Refactored identifiers: Identifier and AssetIdentifier.

This can also be viewed in Rosetta: look for the Open Contribution "Lionel Smith-Gordon ARTForce initial proposals".

[LionelSG-REGnosys]

Deck for this meeting including a discussion of the proposed refactoring committed above:
ARTForce - Model Updates.pptx

[llynhiavu]

Lyteck Lynhiavu / ISDA

[LionelSG-REGnosys]

Lionel Smith-Gordon for REGnosys

[JBZ-Fragmos]

Jean-Baptiste Ziade / FRAGMOS

[jonathan-jpmc]

Jonathan/JPMC

[LionelSG-REGnosys]

Minutes of this meeting

Attendees: Lionel Smith-Gordon (chair), Eteri Dvalishvili (FINOS PM), Tom Healey, Nick Moger, Jonathan Espley, Alain Sayagh, Jean-Baptiste Ziadé, Lyteck Lynhiavu, Dan Schwartz.

Discussion points:

1. Basket not yet refactored; proposal to follow.
2. Need to look at simplifying Index to be less asset class specific; perhaps with optional attributes and reusing asset class type.
3. Likewise, ‘provider’ on Index could re-use the information source enums.

Actions:

• Please take some time to review the details in the proposal, that is both the presentation and the PR/Open Communication (links are in my original email below).
• Please provide your feedback, by Wednesday next week, as comments on the PR issue, that is: Lionel Smith-Gordon ARTForce initial proposals #2831 so they are visible to all and there is a record.

Next week, I will present another tranche of proposed updates for your review and we will try to repeat this cadence every week over the coming weeks.

If you haven’t subscribed to the FINOS email list, please visit:
https://lists.finos.org/g/cdm-asset-refactor-task-force

If anyone wants a one-on-one discussion on any of this, please reach out.