Finance Domain Task Force

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March 20 21, 2018, Reston, VA OMG Technical Meetings March 2018 (note the time zone is Eastern Daylight Time (EDT = GMT-4) Tuesday March 20 2018 Time Topic Presenter, Comments Meeting 09:00 9.05 Kick-off, Meeting Agenda Review And Meetings Protocols 09:05 10.00 Updates on spec.edmcouncil.org FIBO Master status and deliverables spec.edmcouncil.org FIBO Publisher (RDFToolkit) functionality FIBO 2.0 plans 10:00 10:30 FIBO Content Updates FIBO content status and progress FIBO SEC / DER / FBC / IND Baseline for June FIBO2.0 submission 10:30 10:45 Break 10:45 11:15 FIBO Foundations and CCM Repository Round Tripping Status Status of the FIBO-Master CCM Repository Round Tripping OWL ingest and export features Using and understanding CCM and the FIBO business diagrams 11:15 12:00 FIBO Version 2 Preview Plans for FIBO2 (single FIBO specification for all domains) Review of specification material so far 12.00-1.00 Lunch 1:00 1:45 FIBO Foundations and CCM Repository Round Tripping Status Continued FIBO v2 draft 1:45 2.30 2:30 3:00 Break 3:00 4:00 Financial Instrument Global Identifier (FIGI) Repeat and discussion from Gov DTF this morning 4:00 5:00 Distributed Ledger Technology WG Report-back Developments in Standards around Blockchain/DLT IR Swaps PoC Progress Other initiatives and liaisons status (IOTA, DIDO) 5:00 Adjourn Mike Bennett, EDM Council, Rob Nehmer, Oakland Uni Bobbin Teegarden, Ontoage Dennis Wisnosky, EDM Council Elisa Kendall, Thematix Mike Bennett EDM Council Dennis Wisnosky, Mike Bennett, EDM Council Yuri Lipuntsov, Lomonosov Moscow State University DLT WG / Mike Bennett Page 1 of 5

Wednesday March 21 2018 Time Topic Presenter, Comments 09:00 12:00 FDTF / MARS Joint Plenary Meeting 09:00 10:00 DIDO RA Discussion (Distributed Ledger Technology) Follow-up to Monday DIDO sessions at MARS Additional insights and feedback from this group Nick Stavros o Does it cover the range of architectures we know of? o Do we add something for RDF and OWL? 10:00 11:00 Financial Services: Data Harmonization through Open Industry Standards Teleconference how open industry standards like the Financial Industry Business Cutter Group See separate dial-in (details below) Ontology (FIBO) are improving the precision, usefulness and value of data 11:00 11:15 Break 11:15 12:00 Regulatory Call for Comments Mike Bennett, All Review call for information put out by the UK s FCA Possible responses Modality e.g. FDTF / OMG / EDMC; named group? Sign up interested parties for the response 12:00 1:30 Extended Lunch 12:00 1:30 Ontology Summit 2018 Session Contexts for Integration and Interoperability Hans Polzer Dean Allemang 1:30 5pm FDTF Workshop (details TBD during the week) Cory Casanave, Ravi Sharma See separate dial-in (details below) Page 2 of 5

Remote attendance logistics 1. Dial-in / Registration for Cutter presentation - Wed 21 st 10 11am If you are attending the FDTF meetings remotely, please register to attend this separate call, at: https://experts.cutter.com/acton/media/19169/data-harmonization-through-open-industry-standards Instructions for remote attendance will then be mailed to you. Folks attending the FDTF meeting in person will not need to register. We may try to re-broadcast this for remote attendees via the FDTF line below but we can t guarantee that. 2. Ontology Summit - Wed 21 st 12 1:30pm (during lunch) This will be relayed in the FDTF meeting room for those who are interested, while remote attendees will need to join via the separate BlueJeans web sharing application. Details and links will be on the Ontology Summit Session Page at: http://ontologforum.org/index.php/conferencecall_2018_03_21 3. Dial-in and Web Share (GoToMeeting) for FDTF Meetings ---------------------------------------------------- FDTF INFO FOR MEETING ATTENDEES ---------------------------------------------------- Dial-in details: 1. Please join my meeting. https://www3.gotomeeting.com/join/406359406 2. Use your microphone and speakers (VoIP) - a headset is recommended. Or, call in using your telephone. United States: +1 (646) 749-3117 Argentina (toll-free): 0 800 444 5384 Australia (toll-free): 1 800 189 049 Australia: +61 2 8355 1039 Austria (toll-free): 0 800 202144 Austria: +43 7 2088 1033 Bahrain (toll-free): 800 81 027 Belarus (toll-free): 8 820 0011 0209 Belgium (toll-free): 0 800 81382 Belgium: +32 (0) 28 93 7001 Brazil (toll-free): 0 800 047 4902 Bulgaria (toll-free): 00800 120 4420 Canada (toll-free): 1 888 299 1889 Canada: +1 (647) 497-9379 Chile (toll-free): 800 395 145 China (toll-free): 4008 866143 Colombia (toll-free): 01 800 012 9056 Page 3 of 5

Czech Republic (toll-free): 800 143570 Denmark (toll-free): 8025 3112 Denmark: +45 69 91 89 21 Finland (toll-free): 0 800 94503 Finland: +358 (0) 923 17 0555 France (toll-free): 0 805 541 043 France: +33 (0) 170 950 585 Germany (toll-free): 0 800 723 5120 Germany: +49 (0) 692 5736 7301 Greece (toll-free): 00 800 4414 3554 Hong Kong (toll-free): 30713171 Hungary (toll-free): (06) 80 986 258 Iceland (toll-free): 800 9871 India (toll-free): 000 800 852 1424 Indonesia (toll-free): 001 803 657 028 Ireland (toll-free): 1 800 946 534 Ireland: +353 (0) 19 030 050 Israel (toll-free): 1 809 452 627 Italy (toll-free): 800 792498 Italy: +39 0 693 38 75 50 Japan (toll-free): 0 120 352 900 Korea (South) (toll-free): 0806110880 Luxembourg (toll-free): 800 29524 Malaysia (toll-free): 1 800 81 6859 Mexico (toll-free): 01 800 228 6901 Netherlands (toll-free): 0 800 022 6321 Netherlands: +31 (0) 208 080 208 New Zealand (toll-free): 0 800 47 0050 New Zealand: +64 9 925 0481 Norway (toll-free): 800 69 054 Norway: +47 21 54 82 21 Panama (toll-free): 00 800 226 8838 Peru (toll-free): 0 800 54684 Philippines (toll-free): 1 800 1651 0714 Poland (toll-free): 00 800 1213978 Portugal (toll-free): 800 819 673 Romania (toll-free): 0 800 410 026 Russian Federation (toll-free): 8 800 100 6217 Saudi Arabia (toll-free): 800 844 3635 Singapore (toll-free): 800 101 2999 South Africa (toll-free): 0 800 555 449 Spain (toll-free): 800 900 578 Spain: +34 911 82 9890 Sweden (toll-free): 020 980 768 Sweden: +46 (0) 853 527 817 Switzerland (toll-free): 0 800 000 278 Switzerland: +41 (0) 435 0167 65 Taiwan (toll-free): 0 800 666 674 Thailand (toll-free): 001 800 852 2427 Turkey (toll-free): 00 800 4488 29256 Page 4 of 5

Ukraine (toll-free): 0 800 50 0751 United Arab Emirates (toll-free): 800 018 1948 United Kingdom (toll-free): 0 800 389 5272 United Kingdom: +44 (0) 330 221 0099 United States (toll-free): 1 866 899 4679 Uruguay (toll-free): 000 413 598 4114 Viet Nam (toll-free): 122 80 105 Access Code: 406-359-406 Audio PIN: Shown after joining the meeting Meeting ID: 406-359-406 GoToMeeting Online Meetings Made Easy Contacts: Mike Bennett mbennett@edmcouncil.org Page 5 of 5