Resources and Links


This area is a resource list for sites and information relating to


Financial Industry Standards

The principal standards that we refer to in our work, and the organisations which maintain them, are listed below along with links to the maintianing authority's website. Licensing terms and copyright, where they exist, are as defined on the relevant sites.

An up to date list of financial industry standards is maintained by the FISD at the FISD wiki along with up to date terms and definitions.

Semantic Technology

This is a fast-moving area so please watch this space as we put up more books and tool references.

Books

Knowledge Representation

by John F Sowa
Pub. Brooks/Cole
ISBN 0-534-94965-7

Thorough and well-grounded introduction to knowledge representation in IT systems. Forms the basis for good ontology development.

Tools

The following are tools we use and recommend:

Modelling Standards and Tools

Modelling Standards

The Unified Modelling LanguageTM (UML) is the leading specification for modelling of all phases and aspects of software development. It is flexible and extensible, so that new formats can be supported by extending the use of UML within a modelling tool thereby using the power and flexibility of the tool.

The Object Management GroupTM (OMGTM) is an international, open membership, not-for-profit computer industry consortium. OMG Task Forces develop enterprise integration standards for a wide range of technologies, and an even wider range of industries. OMG's modeling standards enable powerful visual design, execution and maintenance of software and other processes. The OMG produces and maintains the UMLTM Standard.

Tools

Enterprise Architect from Sparx Systems Pty.

This is our preferred modelling tool and the platform in which we have created our extended ontology modelling environment. Entry costs for this product are low enough that we are able to recommend this tool to anyone who wants to use and maintain the models that we produce. It is also extemely usable and flexible, and comes with a number of standard configurations (called "Profiles") for working with XML, database technology, leading business process modelling standards and so on.

Software Development, Quality and Test

There are few books specifically on software quality or test. That is how it should be, because when the development lifecycle is managed adequately these two aspects of software life form an integral part of development. You may find the following books useful:

Interaction Design

This is the name of the radical sounding concept of designing software round the user rather than trying to change users to learn to think like software.

It's at: Cooper Interaction Design

Alan Cooper is the author of "The Lunatics are Running the Asylum", a must-read book which sets out his Interactive Design approach whereby software is developed by thinking about the ways in which real people might be expected to interact with it. This is a must read for anyone involved in software and systems development.

Code Complete

By Steve McConnell
Pub. Microsoft Press

The classic text on software development. As you would expect from a good book on software development, the test and other quality loops are inseparable from the rest of the material.

Object Oriented Software Engineering

by Ivar Jacobson. With Magnus Christerson, Patrik Jonsson, and Gunnar Oevergaard.
Pub. Addison Wesley.

This deals with the Use Case approach to software engineering. If you haven't heard of Ivar Jacobson then the chances are you are not a software engineer!

City, Finance and Economics

Financial Market Analysis

David Blake
Pub. McGraw-Hill

Detailed theory and equations for all aspects of financial markets, this book is invaluable for anyone defining business terms for financial software products. Includes some excellent coverage of different types of bond instrument.

An Introduction to Global Markets

Stephen Valdez
Pub. Macmillan Business

An excellent primer on financial markets and instruments. Starts with the history of the banking system and works up from there.