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SEC-113 - Add a new North American securities folder and related ontology covering US-specific securities regulations #2020

Merged
merged 11 commits into from
Jul 1, 2024
Merged

SEC-113 - Add a new North American securities folder and related ontology covering US-specific securities regulations #2020

merged 11 commits into from
Jul 1, 2024

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ElisaKendall
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Description

  1. Created a new US-specific ontology for securities regulations in a North American folder and moved the relevant content from securities restrictions to that ontology
  2. Deprecated content in the main securities restrictions ontology that migrated to the new one
  3. Added metadata for the new ontology

Fixes: #2019 / SEC-113

Checklist:

  • I'm familiar with the FIBO developer quide. My contribution meets all the requirements described there.
  • My contribution follows the principles of best practices for FIBO.
  • My changes have been reconciled with latest master and no merge conflicts remain.
  • This PR is related to exactly one issue. The issue is referenced by using a GitHub keyword such as "fixes", "closes", or "resolves".
  • Hygiene tests have been applied by a PR with "(WIP)" in title.
  • The issue has been tested locally using a reasoner (for ontology changes).

@ElisaKendall
SEC-113 #comment - initial commit of the new US Securities Regulation…
2bb932d 
…s ontology

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - added a subclass relation between investor and con…
9e8b740 
…tract party

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - moved a number of concepts to a new US-specific se…
a4110c7 
…curities restrictions ontology and cleaned up references and imports

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - corrected the IRI for the US-specific ontology and…
439cd13 
… added it to the metadata for the Securities module

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - added All file for North American specific details…
d4680b9 
… for security regulations

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall ElisaKendall added enhancement consistency About overall consistency SEC FIBO Securities labels Jun 18, 2024
@ElisaKendall ElisaKendall self-assigned this Jun 18, 2024
@ElisaKendall
SEC-113 #comment - added SEC Rule 201 to the US securities restrictio…
fe734e6 
…ns ontology

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@mereolog mereolog added this to the 2024Q2 FIBO Release milestone Jun 24, 2024
@ElisaKendall
Merge branch 'master' of https://github.com/edmcouncil/fibo into SEC-113
195f6dd
@ElisaKendall
SEC-113 #comment - added remaining US rules to the new US securities …
a6195a3 
…restrictions ontology

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - added AllSEC-NorthAmerica to AllSEC-ReferenceIndiv…
bef904c 
…iduals

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall
SEC-113 #comment - added new US securities restrictions ontology to t…
57edca1 
…he top level FIBO load files

Signed-off-by: Elisa Kendall <ekendall@thematix.com>
@ElisaKendall ElisaKendall changed the title SEC-113 - Add a new North American securities folder and related ontology covering US-specific securities regulations (WIP) SEC-113 - Add a new North American securities folder and related ontology covering US-specific securities regulations Jun 30, 2024
@mereolog mereolog merged commit f2c5987 into edmcouncil:master Jul 1, 2024
4 checks passed
@ElisaKendall ElisaKendall deleted the SEC-113 branch July 1, 2024 20:34
@ElisaKendall ElisaKendall mentioned this pull request Jul 5, 2024
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Reviewers

@jfgemski jfgemski jfgemski approved these changes

@tahoeblue tahoeblue tahoeblue approved these changes

@rivettp rivettp Awaiting requested review from rivettp

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@ElisaKendall ElisaKendall

Labels
consistency About overall consistency enhancement SEC FIBO Securities
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2024Q2 FIBO Release
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Successfully merging this pull request may close these issues.

SEC-113 - Missing Security Restriction(s) related to short selling
4 participants
@ElisaKendall @tahoeblue @jfgemski @mereolog