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Merge pull request #2014 from edmcouncil/FBC-284
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FBC-284 - The definition of Issuer should be adjusted to allow the same issuer to issue more than one
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@ElisaKendall
ElisaKendall authored May 6, 2024
2 parents 23e7fe5 + 741e242 commit dbdd526
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20 changes: 18 additions & 2 deletions FBC/FinancialInstruments/FinancialInstruments.rdf
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<owl:imports rdf:resource="https://www.omg.org/spec/Commons/PartiesAndSituations/"/>
<owl:imports rdf:resource="https://www.omg.org/spec/Commons/QuantitiesAndUnits/"/>
<owl:imports rdf:resource="https://www.omg.org/spec/Commons/RolesAndCompositions/"/>
<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/FBC/20240101/FinancialInstruments/FinancialInstruments/"/>
<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/FBC/20240501/FinancialInstruments/FinancialInstruments/"/>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20150801/FinancialInstruments/FinancialInstruments/ version of this ontology was modified to reflect issue resolutions detailed in the FIBO FBC 1.0 FTF report.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20160801/FinancialInstruments/FinancialInstruments/ version of this ontology was modified for the FIBO 2.0 RFC, including minor bug fixes.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20180801/FinancialInstruments/FinancialInstruments/ version of this ontology was modified as a part of organizational hierarchy simplification, to add maturity-related properties, and to add exempt security.</skos:changeNote>
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<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20230501/FinancialInstruments/FinancialInstruments.rdf version of the ontology was modified to eliminate deprecations that are more than 6 months old.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20231101/FinancialInstruments/FinancialInstruments.rdf version of this ontology was modified to tease out the distinction between the nominal and notional amount, which were confused (DER-127)and to replace content that is now available in the OMG Commons Ontology Library (Commons) v1.1 (FND-380).</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20231201/FinancialInstruments/FinancialInstruments.rdf version of this ontology was modified to replace additional content that is now available in the OMG Commons Ontology Library (Commons) v1.1 (FND-380).</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FBC/20240101/FinancialInstruments/FinancialInstruments.rdf version of this ontology was modified to refine the definition of issuer (FBC-284).</skos:changeNote>
<fibo-fnd-utl-av:hasMaturityLevel rdf:resource="&fibo-fnd-utl-av;Release"/>
<cmns-av:copyright>Copyright (c) 2015-2024 EDM Council, Inc.</cmns-av:copyright>
<cmns-av:copyright>Copyright (c) 2015-2024 Object Management Group, Inc.</cmns-av:copyright>
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<owl:Class rdf:about="&fibo-fbc-fi-fi;Issuer">
<rdfs:subClassOf rdf:resource="&fibo-fnd-agr-ctr;ContractPrincipal"/>
<rdfs:subClassOf>
<owl:Restriction>
<owl:onProperty rdf:resource="&fibo-fnd-rel-rel;issues"/>
<owl:someValuesFrom>
<owl:Class>
<owl:unionOf rdf:parseType="Collection">
<rdf:Description rdf:about="&fibo-fbc-fi-fi;FinancialInstrument">
</rdf:Description>
<rdf:Description rdf:about="&fibo-fbc-dae-dbt;CreditAgreement">
</rdf:Description>
</owl:unionOf>
</owl:Class>
</owl:someValuesFrom>
</owl:Restriction>
</rdfs:subClassOf>
<rdfs:subClassOf>
<owl:Restriction>
<owl:onProperty rdf:resource="&cmns-rlcmp;isPlayedBy"/>
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</owl:Restriction>
</rdfs:subClassOf>
<rdfs:label>issuer</rdfs:label>
<skos:definition>party that issues (or proposes to issue in a formal filing) a financial instrument</skos:definition>
<skos:definition>role of a party that issues (or proposes to issue in a formal filing) one or more financial instruments</skos:definition>
<cmns-av:adaptedFrom>Securities Exchange Act of 1934, as amended 12 August 2012</cmns-av:adaptedFrom>
<cmns-av:explanatoryNote>An issuer can be any legal person, including a legally competent natural person, company, government, or political subdivision, agency, or instrumentality of a government, depending on the nature of the instrument. A person might provide a loan directly to another party, but most instruments are issued by legal entities.</cmns-av:explanatoryNote>
<cmns-av:explanatoryNote>With respect to certificates of deposit for securities, voting-trust certificates, or collateral- trust certificates, or with respect to certificates of interest or shares in an unincorporated investment trust not having a board of directors or of the fixed, restricted management, or unit type, the term issuer means the person or persons performing the acts and assuming the duties of depositor or manager pursuant to the provisions of the trust or other agreement or instrument under which such securities are issued; and except that with respect to equipment-trust certificates or like securities, the term issuer means the person by whom the equipment or property is, or is to be, used.</cmns-av:explanatoryNote>
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5 changes: 4 additions & 1 deletion FND/Agreements/Contracts.rdf
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<owl:imports rdf:resource="https://www.omg.org/spec/Commons/Documents/"/>
<owl:imports rdf:resource="https://www.omg.org/spec/Commons/PartiesAndSituations/"/>
<owl:imports rdf:resource="https://www.omg.org/spec/Commons/RolesAndCompositions/"/>
<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/FND/20240101/Agreements/Contracts/"/>
<owl:versionIRI rdf:resource="https://spec.edmcouncil.org/fibo/ontology/FND/20240501/Agreements/Contracts/"/>
<skos:changeNote>The http://www.omg.org/spec/FIBO/Foundations/20130601/Agreements/Contracts.owl version of the ontology was revised in advance of the September 2013 New Brunswick, NJ meeting, as follows:
(1) to use slash style URI/IRIss (also called 303 URIs, vs. hash style) as required to support server side processing
(2) to use version-independent IRIs for all definitions internally as opposed to version-specific IRIs
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<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FND/20230101/Agreements/Contracts.rdf version of this ontology was modified to use the Commons Ontology Library (Commons) rather than the OMG&apos;s Languages, Countries and Codes (LCC), eliminating redundancies in FIBO as appropriate.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FND/20230301/Agreements/Contracts.rdf version of the ontology was modified to replace concepts from several FIBO FND ontologies with their counterparts added to the Commons Ontology Library (Commons) v1.1.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FND/20231201/Agreements/Contracts.rdf version of the ontology was modified to replace additional concepts from several FIBO FND ontologies with their counterparts added to the Commons Ontology Library (Commons) v1.1.</skos:changeNote>
<skos:changeNote>The https://spec.edmcouncil.org/fibo/ontology/FND/20240101/Agreements/Contracts.rdf version of the ontology was modified to better integrate the parties to a contract with the latest patterns (FBC-284).</skos:changeNote>
<fibo-fnd-utl-av:hasMaturityLevel rdf:resource="&fibo-fnd-utl-av;Release"/>
<cmns-av:copyright>Copyright (c) 2013-2024 EDM Council, Inc.</cmns-av:copyright>
<cmns-av:copyright>Copyright (c) 2013-2024 Object Management Group, Inc.</cmns-av:copyright>
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<owl:ObjectProperty rdf:about="&fibo-fnd-agr-ctr;hasCounterparty">
<rdfs:subPropertyOf rdf:resource="&fibo-fnd-agr-ctr;hasContractParty"/>
<rdfs:subPropertyOf rdf:resource="&cmns-pts;hasUndergoer"/>
<rdfs:label>has counterparty</rdfs:label>
<rdfs:domain rdf:resource="&fibo-fnd-agr-ctr;Contract"/>
<rdfs:range rdf:resource="&fibo-fnd-agr-ctr;Counterparty"/>
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<owl:ObjectProperty rdf:about="&fibo-fnd-agr-ctr;hasPrincipalParty">
<rdfs:subPropertyOf rdf:resource="&fibo-fnd-agr-ctr;hasContractParty"/>
<rdfs:subPropertyOf rdf:resource="&cmns-pts;hasActor"/>
<rdfs:label>has principal party</rdfs:label>
<rdfs:domain rdf:resource="&fibo-fnd-agr-ctr;Contract"/>
<rdfs:range rdf:resource="&fibo-fnd-agr-ctr;ContractPrincipal"/>
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