W3C

Market Data Rights Automation Teleconference

21 July 2021

Attendees

Present
adam, ben, caspar, flora_golshan, markb, michelle, nigel
Regrets
laura, renato, tricia
Chair
jo
Scribe
jo

Meeting minutes

Admin

jo: meeting on FESE terms, outstanding
… ben to draft versioning text

ben: started that, but had another thought

jo: caspar to look at deprecation policy of ISO terms

caspar: started but on holiday

jo: ben to put prefixes in

ben: they are going in will show

jo: caspar to verify that M49 codes can be represented with a URN
… will come back to next meeting

Resolution: Accept minutes of last meeting

Testing approach

ben: primarily relates to implementations, publicly as much as possible so we can get interoperability data
… aware of pieces of work starting or in train
… would like people to write this up as part of the community group
… we are looking at enforcement through cloud data exchanges
… will refer to adam later

adam: what does this look like to you?

ben: provider is aware of permissions customers already have, so they don't need to re-paper all over again

adam: ADX is a lot of historical, so the policies are not all that robust
… also would be good for someone to pull real-time data

ben: small step by small step, in scope, not straight away
… so it's important that we can reference and write them up and so publish the interoperability tests through community group

markb: how much does this differ from the approval poc we did with Caspar
… is this a request that the exchange is making to the originator?

ben: complimentary to what we did before
… another tests is can a provider have their customer permissions
… atthe other end there is a third poc - fine grained permissions - hit data base and get a yes or no

jo: useful to write this up

Action: ben to write this up testing approach scenario he described

Derived Products

mark: wanted to examine this, possibly a good practical case
… was thinking about "transformed through some trasnformation ..."
… becomes a new asset only if is irreversable and so on
… does this mean it skips the source stage
… original creators may have rights that persist into this derived asset

ben: welcome this topic being raised
… we need to get derivations right ... indices ... and want to share with customers
… looked at re-writing that para ...

(shares current version)

ben: news text adds includes saying that it creates a new Source
… which can then be packaged in many ways for different customers

mark: so how to the original constraints and obligations flow through?

ben: are we comfortable with creating a new source

caspar: need to think about the "non-substitutive"

ben: would be the same asset then

(general agreement)

ben: you never get the one without the other,
… in fact there is a third "reverse engineer" but that's entailed in irreversible

flora: different sources treat raw data differently
… fixed income you are putting data though your own methodology, combined with others etc.
… then it's yours.
… if you are going to argue that the resulting data is yours then that's arguable, and different arguable as to
… whether its monetisable or non-monetisable

ben: IP owner can be specified can be different for derived data
… they still want to be able to control what you do with it, even if it's your own IP

(ben shows example)

ben: translation of the Deutsche Boerse non display
… allows you to generate indices but then controls what you can do
… and says they can only be used for benchmarking purposes
… any new output has to be controlled by V1 ...

(continues to look at the example)

nigel: possible problem, if you say you are creaating a source when you derive data
… but a source is not encumbered by a policy

ben: it's really just an abstraction that allows you to create Assets - and they are all controlled

michelle: found one the other day - concept of 2nd generation product

ben: interesting, think that this is an implementation fo that idea
… would be good to get the reference

adam: how does this execute
… someone takes the data ... makes a derivation ... how is the system supposed to know
… that there is a new license to apply

ben: good question, we'd only really know once we try

(gives example, relating to data lineage)

(adam expresses concern as to whether this can be automated)

(ben says it's all about a subsumption check)

Mark: this is all about two parties, how does it work with a third party

ben: yes, it is a valid use case ...

(gives example)

ben: you only need to check the policy of your supplier, since this has to be compliant with their supplier, down the value chain

ben: CDMC and maybe FINOS for APIs will be an important next step

(discussion about applicability with CDMC)

adam: discussed the need to reference policies, for example, calling policy store API
… concerned about the various layers of consortium activities

ben: work has started in defining some of those APIs
… need to make them public, and we're generating more of the APIs

Action: ben to document the examples he stepped us through on this call

Resolution: put the question of relationship with CDMC and FINOS into the parking lot for now

Update on standard

ben: putting namespaces into standard
… also adding references
… also regulations
… and versioning, started writing referencing Caspar's and Nigel's work on standards
… but how do you manage a living document against needing to reference standard versions
… climate scientists have a similar problem
… never change a definition of a term, always the same, but can be deprecated
… they version the term
… suggest that we never allow a breaking change to occur
… if a processor comes across a version of a term more modern then it can fail gracefully

(discusses prohibitions)

ben: so we can minimise impact of new terms, and may have greater flexibility

Action: ben to call a discussion on this idea re versioned terms

AOB

(meeting closed)

Summary of action items

  1. ben to write this up testing approach scenario he described
  2. ben to document the examples he stepped us through on this call
  3. ben to call a discussion on this idea re versioned terms

Summary of resolutions

  1. Accept minutes of last meeting
  2. put the question of relationship with CDMC and FINOS into the parking lot for now
Minutes manually created (not a transcript), formatted by scribe.perl version 136 (Thu May 27 13:50:24 2021 UTC).

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Maybe present: flora, jo, mark