Context Data & Intents Discussion Group, 17 Feb 2022

[rikoe]

Group overview

At the FDC3 Use Cases Roundtable London, October 5th 2021 participants agreed that the FDC3 lexicon needs to be expanded, both with additional intents and context types to support Use Cases, but also to include more primitive data types in order to construct complex types. A number of participants also agreed that now is an appropriate time to expand the Lexicon.

See #455 for full details of the meeting outcomes.

This group is being convened to discuss and arrange work to contribute further Context types and Intents to support Use Cases being implemented by participants.

Relevant issue tags

Current open issues that relate to the discussion group:

Issues will also be tagged with the labels:

Meeting Date

Thursday 17 Feb 2022 - 9am EST / 2pm GMT

WebEx info

• Meeting Link
  Meeting number: 2556 495 5451

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Agenda

• Convene & roll call, review meeting notices (5mins)
• Review action items from previous meeting (5mins)
• Discuss new issues (30 mins)
  • StartChat and SendChatMessage #574
  • RichTextBlock data type #575
  • Intent Proposal: ViewOrganization #586
  • Intent Proposal: ViewResearch #587
  • Intent Proposal: ViewOrders #588
  • Intent Proposal: ViewInteractions #589
  • Intent Proposal: StartEmail #590
  • Intent Proposal: Create or Update Profile #591
  • Intent Proposal: Create Interaction #592
• Confirm action items for date ranges, charts, trades, valuations etc. [DO NOT MERGE - to be superceded] 442 Define more context types used to visualize (or otherwise represent) financial data #443 (10 mins)
• AOB & Adjourn (5mins)

Minutes

• Previous meeting: Cosaic will split up chart PR into separate PRs for date range, charts and positions/orders/valuations. Charting will not include style and indicators for now, but will include separate settings area.
• Initial discussion was of the proposed fdc3.ChatInit type and SendChatMessage intent. The group was generally in favour of these additions, and happy for it to proceed to PR and be proposed to the SWG.
• There was some discussion around the ChatRoomRef return type, and the information contained therein, e.g. appName. @kriswest pointed out that it may fit better with the existing AppMetadata concept, which may need some API improvements to fully support this use case.
• The RichTextBlock proposal for messages was also well received and could add significant value to more use cases than just chat for FDC3, especially in the absence of existing standards for concise rich text transfer via JSON. @bertrand-s was asked to expand the issue with examples of JSON payloads with rich text.
• Everyone agreed that adding rich text support as an experimental feature to FDC3 would have the most value. Feedback from usage could then be incorporated into iterating on the idea and full standardisation.
• The proposal for a ViewOrganization intent was well received, but there was consensus that a ViewProfile that applies to both Contact and Organization would be even better. In this case, ViewContact would be deprecated but not removed from the standard.
• ViewResearch was equally well received and the group agreed to propose it for standardisation.
• ViewOrders has more complexity and overlap of use cases and asset classes, so will stand over to the next meeting, along with undiscussed intent proposals from the agenda.

Action Items

• @bertrand-s to raise a PR for StartChat and SendChatMessage #574 for further discussion and proposal to SWG
• @bertrand-s to add rich text usage samples to RichTextBlock data type #575
• @kriswest to add issue about an extension to the FDC3 API to support getting references for own app metadata
  • Allow an app to retrieve its own AppMetadata #603
• @pauldyson to raise a PR for ViewProfile intent, deprecate ViewContact
• @pauldyson to raise a PR for ViewResearch intent

[Julia-Ritter]

Julia / FINOS

[reenaraichura]

Reena Raichura / Glue42

[tpina]

Tiago / Cosaic

[dominicgifford]

Dom / IHS Markit

[bertrand-s]

Bertrand / Symphony

[pauldyson]

Paul / Singletrack

[kriswest]

Kris West / Cosaic

[symphony-adnane]

Adnane /Symphony

[hughtroeger]

Hugh / FactSet

[openfin-johans]

Johan /OpenFin 🎁

[nemery-flextrade]

Nathan / FlexTrade

[rikoe]

Riko / Adaptive

[jgavronsky]

Jane @ FINOS here

[waistcoat1971]

Andy Westacott / Citi

[pierreneu]

Pierre Neu / Symphony

[katherinelachelin]

Katherine Lachelin /Iress