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| name: CDM Build on Windows machine | ||
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| on: [workflow_dispatch, push, pull_request] | ||
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| jobs: | ||
| build: | ||
| runs-on: windows-latest | ||
| steps: | ||
| - uses: actions/checkout@v3 | ||
| - name: Set up JDK 11 | ||
| uses: actions/setup-java@v3 | ||
| with: | ||
| java-version: '11' | ||
| distribution: 'temurin' | ||
| cache: maven | ||
| - name: Maven install | ||
| run: mvn install |
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| # _Event Model - Enhancements for Party Role Enum - Service Provider_ | ||
| # *Product Model - Qualification - Bond Forwards* | ||
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| _Background_ | ||
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| The existing party roles are not sufficient to identify if a counterparty is acting as a third-party service provider or CCP for the compression event. A new party role enum value is needed to uniquely identify a party acting as a compression service provider in the context of the business event. | ||
| This release expands the coverage of the composable product qualification to include bond forwards. | ||
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| _What is being released?_ | ||
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| This release provides the ability to associate a party as a compression service provider. | ||
| The following function updates have been made in the `cdm.product.qualification` namespace: | ||
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| _Enumerations_ | ||
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| - Augmented the `PartyRoleEnum` enumeration with new `CompressionServiceProvider` value to represent counterparties acting as compression service providers. | ||
| - Updated `Qualify_AssetClass_InterestRate` to include Bond Forward use case | ||
| - Added `Qualify_InterestRate_Forward_Debt` to qualify when a forward payout with a debt security underlier exists, as per the ISDA Taxonomy | ||
| - Updated `Qualify_AssetClass_Equity` to include Bond Forward use case | ||
| - Added `Qualify_BaseProduct_EquityForward` to qualify a product as having the ISDA Taxonomy Asset Class classification Equity and Base Product Classification Forward | ||
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| _Review directions_ | ||
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| In the CDM Portal, select the Textual Browser and inspect the change identified above. | ||
| In the CDM Portal, select the Textual Browser and inspect each of the changes identified above. | ||
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| Inspect Pull Request: [#2369](https://github.com/finos/common-domain-model/pull/2369) | ||
| Inspect Pull Request: https://github.com/finos/common-domain-model/pull/2392 |
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| # Governance | ||
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| The CDM is an open source project with a governance framework that | ||
| regulates any contribution to its on-going development. A three-tiered | ||
| committee structure pilots the development of the CDM: | ||
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| 1. The *CDM Executive Committee* is accountable for setting the | ||
| strategy, promoting adoption of the standard, and overseeing the | ||
| activity of the Working Groups and the Architecture & Review | ||
| Committee. Members are senior executives appointed by the FINOS Board | ||
| considering their strategic influence in the decision making at | ||
| their firm and active contribution to the development of the CDM. | ||
| 2. The *CDM Architecture and Review Committee* is responsible for | ||
| specifying the technical and modelling guidelines and reviewing and | ||
| approving proposals for new modelling components introduced by the | ||
| CDM Working Groups. Members include subject matter experts, senior | ||
| technologists, as well as practitioners in business process, legal | ||
| documentation, and technical modelling. | ||
| 3. The *CDM Working Groups* are assembled per subject matter or use | ||
| cases to actively develop and implement concretely targeted elements | ||
| of the CDM. Participants include FINOS members and non-members from | ||
| the CDM user community who commit time and effort for the | ||
| development and implementation of the CDM as a global standard. | ||
| The Common Domain Model is an open standard project hosted under FINOS, the [Fintech Open Source Foundation](https://community.finos.org/docs/governance/Standards-Projects), starting in February 2023. | ||
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| The standard is developed through the [Community Specification](https://community.finos.org/docs/governance/#open-standard-projects) open governance process, and underlying code assets are released under the [Community Specification License 1.0](https://github.com/finos/standards-project-blueprint/blob/master/governance-documents/4._License.md). For versions before 4.0.0 and other license details, check [Notice.md](https://github.com/finos/common-domain-model/blob/master/NOTICE.md). | ||
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| For a more detailed overview of the existing Working Group and standard Participants, Editors and Maintainers, please see [Governance.md](https://github.com/finos/standards-project-blueprint/blob/master/governance-documents/5._Governance.md). For more information on discussions and announcements subscribe to our mailing list using the following [link](mailto:[email protected]). | ||
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| Committee members or any user of CDM within the community can propose | ||
| amendments in accordance with the following process: | ||
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| Once approved, the amendment will be scheduled to be merged with the | ||
| CDM's main code branch by the CDM Maintainers. | ||
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| ### Roles | ||
| The CSL specifies [three different contribution roles](https://github.com/finos/standards-project-blueprint/blob/master/governance-documents/5._Governance.md#1roles) for each specific Working Group: | ||
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| * Maintainers - those who drive consensus within the working group | ||
| * Editors - those who codify ideas into a formal specification | ||
| * Participants - anyone who provides contributions to the project under a signed CSL CLA. A great way to sign the CLA is to open a Pull Request to add your name to the [Participants.md](https://github.com/finos/standards-project-blueprint/blob/master/governance-documents/participants.md) file. | ||
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| # Working Groups | ||
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| **2.1.0 Any Participant may propose a Working Group.** Proposals for the formation of a new Working Group are made by completion of a new [new CDM Working Group](https://github.com/finos/common-domain-model) template, clearly stating the objectives, deliverables and committed maintainers/editors for the proposed Working Group. | ||
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| **2.1.1 Approval of Specification Changes by Working Groups.** Participants of each Working Group approve the “proposed” changes from that working group; the “approved changes” within a given Working Group will be brought to the Steering Working Group as a proposed “Pre-Draft” contribution. | ||
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| * Participants of the CDM Steering Working Group approve DRAFT specification releases. | ||
| * Maintainers of the CDM Steering Working Group will approve merging of the proposed “Pre-Draft” changes (coming from other Working Groups or otherwise from community) into the repo. | ||
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| **2.2.0 CDM Steering Working Group.** The CDM Steering Working Group will review and approve completed Working Group formation proposals per 2.1.0. | ||
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| **2.2.1 CDM Steering Working Group Purpose:** The Steering Working Group is responsible for developing the technical and modelling guidelines, setting and revising the project’s strategic roadmap, and for vetting proposed changes. The CDM Steering Working Group may approve or establish additional working groups. | ||
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| **2.2.2 Appointment of CDM Steering Working Group Maintainers:** | ||
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| * At the launch of the project, up to two initial Maintainers will be nominated by ICMA, ISDA, and ISLA (collectively, the “trade associations”). | ||
| * Additional CDM Steering Group Maintainers may be proposed by Participants. Proposed maintainers will be approved via consensus of the Participants and with agreement of existing Maintainers, and should meet the following criteria: | ||
| * Proven experience in data modelling and/or software development in financial markets. | ||
| * In-depth understanding and proven track record of contribution to the CDM, as well as other data standards (such as ISO) and messaging protocols (such as FIX, FpML or Swift). | ||
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| **2.2.3 CDM Steering Working Group Decision Making:** As outlined in [governance.md](https://github.com/finos/standards-project-blueprint/blob/master/governance-documents/5._Governance.md#2decision-making), The CDM Steering Working Group will operate by consensus-based decision-making. Maintainers are responsible for determining and documenting when consensus has been reached. In the event a clear consensus is not reached, Maintainers may call for a simple majority vote of Participants to determine outcomes. | ||
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| **2.2.4 CDM Steering Working Group Appointment of the Editor(s):** Editors will review and implement pull requests not expressed in code, test and release new functionalities, resolve bugs and implement approved improvements. | ||
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| ## CDM Design Principles | ||
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| Contributions to the CDM have to comply with the following set of design principles that include the following concepts: | ||
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| * **Normalisation** through abstraction of common components | ||
| * **Composability** where objects are composed and qualified from the bottom up | ||
| * **Mapping** to existing industry messaging formats | ||
| * **Embedded logic** to represent industry processes | ||
| * **Modularisation** into logical layers \ | ||
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| ## CDM development guidelines | ||
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| The CDM Development Guidelines are defined by the Steering Working Group. The full set of CDM development guidelines can be found [here](https://cdm.docs.rosetta-technology.io/source/contribution.html). | ||
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| ## Version Management | ||
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| The CDM is developed, built and released using standard software | ||
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| --- | ||
| title: Get Involved | ||
| --- | ||
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| ## Interact with the CDM community | ||
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| **GitHub** | ||
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| CDM activity primarily happens in this [CDM GitHub repository](https://github.com/finos/common-domain-model). [Watch](https://docs.github.com/en/account-and-profile/managing-subscriptions-and-notifications-on-github/setting-up-notifications/configuring-notifications#configuring-your-watch-settings-for-an-individual-repository) the repository in order to be notified of new Pull Requests and issues. | ||
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| **Email** | ||
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| If you'd like to receive official updates, please send an email to [email protected]. You can join the CDM mailing list by sending an email to [[email protected]](mailto:[email protected]). | ||
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| **Meetings** | ||
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| Finally, another great way to interact with the community is to attend the bi-weekly CDM Contribution Review Working Group, monthly Collateral Working Group, monthly FINOS CDM Structured Products Working Group, monthly Steering Technology Architecture Working Group, and/or quarterly FINOS CDM Steering Working Group: email [email protected] to be added to the meeting invites directly, or find the meeting in the [FINOS Community Calendar](https://calendar.google.com/calendar/embed?src=finos.org_fac8mo1rfc6ehscg0d80fi8jig%40group.calendar.google.com). | ||
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| **Need help?** | ||
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| Email [email protected]. if you need help getting started in the CDM Community or if you encounter technical difficulties accessing repositories, mailing lists or meetings. |
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