This area is a resource list for sites and information relating to
Take a look at my Slideshare site for the latest presentations.
I seem to have two Slideshare accounts; here is the other one: Mike Bennett (Alternative Account). I will start using this account for other topics and more exploratory slides.
A lot is said about what is or is not an ontology. Most of it is right, except for the sometimes doctrinaire insistences that my kind of ontology is the only right one. As part of the methodology adn developmennt framework we have been developing through the Semantic Shed community, we can set out some basic ground rules for recognizing, understanding and using different kinds of ontology for different purposes.
This deck, Understanding the Semantics Landscape: Kinds of Ontology and their Applications was first presentated at the University of Westminster in London. It was then extended to the current version with more specific examples of some common Semantic Web ontology design patterns and principles and presented at a session of the Open Financial Data Group.
In April 2008, the Enterprise Data Management Council (EDMC) appointed us to develop a global Financial Industry Business Ontology (the Semantics Repository). Mike Bennett was engaged full-time with the EDM Council until mid 2018 to complete this industry resource, and continues to participate in the FIBO development teams.
As of December 2010 work was undertaken in collaboration with the Object Management Group (Finance Domain Task Force) to elevate the Semantics Repository to an OMG standard for use by the industry, and known as the Financial Industry Business Ontology (FIBO).
Starting in December 2012 a new management structure was put in place by the EDM Council to take FIBO forward as a series of Semantic Web enabled standards in RDF/OWL, simultaneous to these being published as OMG FIBO (version 1) standards. As of September 2017 this work is now published directly by the EDM Council in a number of formats for consumption by the financial industry. This work may be found at the EDM Council FIBO Specification site.
As of September 2018 a new, unified version of FIBO, knowns as FIBO Version 2, was voted by the OMG to be published for public review.
Full background and details of the most current OMG FIBO specification can be found at the OMG Financial Standards Page.
For the initial FIBO OMG submission, the full background and details can be found in this Slide deck which was presented to the OMG's Ontology PSIG at the OMG Quarterly Meeting in Salt Lake City, Utah in June 2011. This deck sets out the original FIBO vision in is most complete form.
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.
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:
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.
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.
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!
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.
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.