JWG & FINOS RegTech Open-Source focus 2024 Roundtable

June 14, 2023 2:30 pm

In Partnership with:

Archived Online

After conducting over 50 interviews with firms, regulators and their suppliers, JWG has focused FINOS’ regulatory-driven open-source opportunities into 3 broad regulatory buckets: post trade regulatory and market transparency; digital assets compliance and ESG data validation. This JWG-facilitated 12-person physical roundtable will help define desired outcomes, business cases, priorities and pathways for successful execution of…

DRR Architecture WG 18

December 1, 2022 12:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 18 for firms to discuss the path forward with ISDA and establish next steps.

DRR Architecture WG 17

September 22, 2022 4:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 17 for firms to review results of 'house view' discussions on path forward and best practices as well as service model and next steps.

DRR Architecture WG 16

September 7, 2022 4:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 16 for firms to review results of 'house view' discussions on path forward and best practices.

DRR Architecture WG 15

August 25, 2022 4:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 15 for firms to review proposed solution architectures and resourcing options.

DRR Architecture WG 14

July 26, 2022 4:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 14 for firms to review legal structure and roles and responsibilities.

DRR Architecture WG 12

June 16, 2022 11:30 am

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 12 for firms to review target operating model strawman discussed in in DRR architecture WG meeting on 26 May 2022

DRR Architecture WG 11

May 26, 2022 11:30 am

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 11 for firms to review target operating model options and key issues discussed in oversight committee 11 on 12 May 2022

DRR Architecture WG 10

May 4, 2022 11:30 am

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 10 for firms to review target operating model options and key issues identified in WG9

DRR Architecture WG 9

April 27, 2022 9:30 am

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 9 for firms to review target operating model options and key issues identified in WG8

DRR Architecture WG 8

March 31, 2021 2:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 8 to review follow-up actions from oversight committee meeting (DOC10)

DRR Fx Sprint follow-up

December 8, 2021 10:00 am

Archived Online

Digital Regulatory Reporting sprint follow-up meeting to review conclusions from 30 November Fx Sprint and agree next steps in advance of 15 December DOC9

DRR Architecture WG 7

December 10, 2021 2:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 7 to review follow-up actions from oversight committee meeting8 (DOC8)

DRR Architecture WG 6

Archived

27 October meeting materials for discussion of eligibility and integration use cases in advance of programme oversight committee meeting 8.

DRR Architecture WG 6

October 27, 2021 2:00 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 6 to review follow-up actions from oversight committee meeting7 (DOC7)

Design Oversight Committee 6 (DOC6) Minutes

Archived

Minutes from the 29 July Global Derivatives Digital Regulatory Reporting Design Oversight Committee 6 (DOC6) meeting to discuss DRR programme status vs. plans, review architecture recommendations and determine next steps.

Programme Oversight Committee 3 (POC3) Minutes

Archived

Minutes from the Global Derivatives Digital Regulatory Reporting Programme Oversight Committee 3 (POC3) to discuss CFTC reporting rewrite timelines, objectives, critical path, milestones, and delivery options. Potential risks were reviewed, and secretariat recommendations to accelerate CFTC plans were also discussed.

Digitizer peer review 7-10

July 7, 2021 2:00 pm

Archived Online

DRR Digitizer WG Peer review meeting agenda: Collect individual model submissions. 3 days in advance of each meeting we will call for your contributions to be submitted (before the meeting) Peer reviews meetings. ISDA will nominate the running order of the review meetings (55 mins) Progress tracking. JWG will publish and maintain a tracker of…

DRR Architecture WG 5

July 21, 2021 3:30 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 5 to review progress vs. plans and follow-up actions from oversight committee meeting 5 (DOC5) and Programme Oversight Committee 2 (POC2) and POC3

DRR EMIR.R Fx Sprint

November 30, 2021 8:30 am

Archived Online

Target outcome: to complete a targeted Fx scope of 15-20 fields by end January and set the stage for a repeatable approach in Q121 Please note: The sprint relies on a set of DRR training videos produced from a previous DRR course which are attached to this meeting notice (see 'supporting documents' below on the…

Programme Oversight Committee 2 (POC2) Minutes

Archived

Minutes from the Global Derivatives Digital Regulatory Reporting Programme Oversight Committee 2 (POC2) meeting to review progress against programme plans, discuss targets, agree milestones, monitor risks and define next steps.

Global Derivatives DRR Programme Oversight Committee (POC3) – CFTC programme planning

June 29, 2021 3:00 pm

Archived Online

  As will be noted in the forthcoming minutes of the second Global Derivatives DRR Programme oversight Committee (POC2) meeting, some members expressed their support for a US-focused project on CFTC implementation. We have agreed to work with US ISDA colleagues to convene a meeting to review potential CFTC project objectives, risks and targets with…

Design Oversight Committee 5 (DOC5) Minutes

Archived

Minutes from the Global Derivatives Digital Regulatory Reporting Design Oversight Committee 5 (DOC5) meeting to review progress from digitization and architecture working groups, agree plans and define next steps on  12 March 2021

DRR Architecture WG 4

June 18, 2021 3:30 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 4 to review progress vs. semantic plans and follow-up actions from oversight committee meeting 5 (DOC5) and Programme Oversight Committee 2 (PoC2). DRR CDM semantic & disambiguation requirements review Semantic architecture options and resourcing Test data approach (AB/EH) Eligibility approach

Global Derivatives DRR Programme Oversight Committee (POC2)

June 8, 2021 2:00 pm

Archived Online

Inputs: ─Firm expectations of key milestones and dependencies for EMIR Refit and CFTC ─Draft planning assumptions to be challenged in POC2 (see objectives below) ─1 representative per organisation DRR programme planning session objectives: ─Targets. Set DRR MVP for the year: deliverables by quarter by regulation ─Modelling rates. Review Digitizer progress to date ─Interdependencies. Key dependencies…

Digitizer peer review 4

May 26, 2021 2:00 pm

Archived Online

DRR Digitizer WG Peer review meeting agenda: Collect individual model submissions. 3 days in advance of each meeting we will call for your contributions to be submitted (before the meeting) Peer reviews meetings. ISDA will nominate the running order of the review meetings (55 mins) Progress tracking. JWG will publish and maintain a tracker of…

DRR Cohort 3 training course

June 22, 2021 2:00 pm

Archived Online

4 half day training sessions in the US ET am to orient Digital Regulatory Reporting Digitizers By the end of the course participants will be able to transpose regulatory text into a CDM functional expression in Rosetta for the purposes of generating regulatory reporting. The course relies on a set of DRR training videos produced…

DRR Cohort 2 training course

May 4, 2021 2:00 pm

Archived Online

4 half day training sessions in the US ET am to orient Digital Regulatory Reporting Digitizers By the end of the course participants will be able to take a regulatory text and transpose it into a CDM functional expression in Rosetta for the purposes of generating regulatory reporting. The course relies on a set of…

DRR Architecture WG 3

April 21, 2021 1:30 pm

Archived Online

Digital Regulatory Reporting Architecture Working Group meeting 3 to review progress on follow-up actions from oversight committee meeting 4 (DOC4) and next steps in advance of Digitizer Cohort 2 launch in May and oversight committee meeting 5 (DOC 5).

Digitizer Cohort 1 Peer review 3

May 12, 2021 2:00 pm

Archived Online

The plan is to make as much progress as possible with individual modelling in advance of launching Cohort 2 in May.  To achieve this: Individual model submissions. 3 days in advance of each meeting we will call for your contributions to be submitted (e.g., first submissions are due COB on 8 April) Peer reviews meetings.…

Digitizer Cohort 1 Peer review 2

April 28, 2021 2:00 pm

Archived Online

Following on from my note earlier today, please find attached a spreadsheet with your individual field assignments for the month of April. Each person has been assigned a number of fields by ISDA which has tried to group the fields in a logical order Not everyone has the same amount of fields in total, but…

Digitizer WG Cohort 1 peer review 1

April 14, 2021 2:00 pm

Archived Online

Following on from my note earlier today, please find attached a spreadsheet with your individual field assignments for the month of April. Each person has been assigned a number of fields by ISDA which has tried to group the fields in a logical order Not everyone has the same amount of fields in total, but…

0321 JWG GD DRR DOC4 minutes

Archived

Minutes from the Global Derivatives DRR Design Oversight Committee 9 March to review progress from digitization and architecture working groups and agree next steps.

Digitizer WG Sprint 1.1

March 16, 2021 9:00 am

Archived Online

Working group meeting to consolidate and extend the DRR modelling from sprint 1 DRR training session of 23-26 February

Design Oversight Committee 4

March 9, 2021 4:00 pm

Archived Online

The next Global Derivatives Digital Regulatory Reporting (DRR) oversight committee meeting where we will recap lessons learnt, discuss forward plans and agree next steps.