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ebataller authored Nov 16, 2023
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# *Product Model - FpML Synonym Mappings for Unique Product Identifiers*
# _Product model - PTRR - Portfolio Rebalancing_

_Background_

In the technical specification for the EMIR jurisdiction, there are some reportable fields regarding PTRR (Post-Trade Risk Reduction) events. This release introduces support in CDM to allow the complete reporting for one of these PTRR events, specifically for the Portfolio Rebalancing, by adding its corresponding value to the `EventIntentEnum` and a specific qualification function for this event.

_What is being released?_

This release extends the FpML mapping coverage for the enum `ProductIdTypeEnum` to support UPIs.
_Enumerations_

- Added new `PortfolioRebalancing` value to the `EventIntentEnum` enumeration.

_Qualification_

- The `ProductIdentifierSourceMappingProcessor` has been updated to map FpML productIdScheme http://www.fpml.org/coding-scheme/external/iso4914 to `ProductIdTypeEnum->UPI`.
- Added new `Qualify_PortfolioRebalancing` function.
- Updated the `Qualify_Execution` function to check for the absence of intent.

_Review directions_

- In the CDM Portal, select the Textual Browser and inspect the change listed above.
In the CDM Portal, select the Textual Browser and inspect each of the changes identified above. The changes can be reviewed in PR [2531](https://github.com/finos/common-domain-model/pull/2531).

Changes can be reviewed in PR [#2521](https://github.com/finos/common-domain-model/pull/2521)

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