Context Data & Intents Discussion group - 17 Mar 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 Mar 2022 - 9am EST / 1pm GMT

WebEx info

• Meeting Link
  Meeting number: 2556 257 8293

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Agenda

• Convene & roll call, review meeting notices (5mins)
• Review action items from previous meeting (5mins)
  • Context Data & Intents Discussion group - 3rd March 2022 #612
• Intent naming guidelines / standard verbs (10mins)
  • Includes intents that retrieve data vs. those that trigger a UI, e.g. GetInteractions vs. ViewInteractions)
• Discuss issues (35mins):
  • Intent Proposal: StartEmail #590
  • Intent Proposal: Create or Update Profile #591
  • Intent Proposal: Create Interaction #592
  • StartChat and SendChatMessage #574
• AOB & Adjourn (5mins)

Minutes

• Intent naming guidelines
  • View____ and Start____ are the existing conventions
  • New proposed conventions:
    • Create / Update / CreateOrUpdate for e.g. orders, RFQs
    • Delete
    • Get (for two-way intents)
    • Share
  • Send was also discussed, but it was felt that it is too generic
  • Intents sometimes are meant to transfer focus and sometimes not, how do we represent/encode that?
  • Riko to create an issue and PR to move forward with the agreed conventions
• Intent Proposal: StartEmail #590
  • Needs support for both textBody and richTextBody to correspond with MIME standard, so that both can be used
  • Should to go to PR as is with just text body for now, and then we can add rich text body once that feature is available
• Intent Proposal: Create or Update Profile #591
  • Ready to go to PR
• Intent Proposal: Create Interaction #592
  • Needs further discussion, potentially in the next meeting if time allows
• StartChat and SendChatMessage #574
  • The related PRs need to be reviewed
  • Rich text makes sense as an experimental feature
• Next meeting
  • We need to discuss orders/products - Nathan (FlexTrade) to create an issue to seed the conversation
  • Kris to prepare his data/chart PR

Action Items

• Rolled over from previous meetings:
  • @bertrand-s to add rich text usage samples to RichTextBlock data type #575
  • @kriswest split [DO NOT MERGE - to be superceded] 442 Define more context types used to visualize (or otherwise represent) financial data #443 up into multiple PRs:
    • ISO dates and other primitive types
    • Chart context, settings and static data
    • Position, Trade, Valuation
    • Currency
    • DateRange -> TimeRange
• @rikoe to open an issue and PR for intent naming conventions
• @nemery-flextrade to create a new issue about representing orders to facilitate discussion

[pauldyson]

Trying to sign in but just getting 'this meeting is cancelled'

[Julia-Ritter]

Hi @pauldyson apologies for the confusion - please go the meeting link here: https://finos.webex.com/finos/j.php?MTID=mbb193ae433ce8d4366adcecd94355734

[mistryvinay]

Trying to sign in but just getting 'this meeting is cancelled'

I'm also getting the same message when trying to join.

[Julia-Ritter]

https://finos.webex.com/finos/j.php?MTID=mbb193ae433ce8d4366adcecd94355734 here is the correct Webex meeting link

[Julia-Ritter]

Julia / FINOS

[nemery-flextrade]

Nathan / FlexTrade

[kriswest]

Kris / Cosaic

[lspiro-Tick42]

Leslie / Glue42

[pierreneu]

Pierre Neu / Symphony

[hughtroeger]

Hugh Troeger / FactSet

[pauldyson]

Paul / Singletrack

[bertrand-s]

Bertrand / Symphony

[mistryvinay]

Vinay / Symphony