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Demystifying Financial Services Semantics Conference, NY, 2012


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  Resources & Documents : 2008
2012   |   2011   |   2010   |   2009   |   2008   |   2007   |   2006   |   2005
All EDM Council articles, presentations, and working documents are posted here in reverse chronological order. This is the central repository for all EDMC content.

 December 2008

Article: The Quest for Meaning in Financial Systems
An article written by Mike Bennett, Hypercube, introducing Business Semantics

Article: The EDM Council Semantics Repository
The second of a series of articles written by Mike Bennett, Hypercube, defining the EDM Councils practical solution to the problem of ‘Meaning’ in Business Semantics.

 November 2008

Presentation: FSA Presentation on Data Risk
Slides used as guideline for discussion with the FSA

Presentation: EDM and the Road Map Ahead
Text of presentation given by Mike Atkin at the FIMA 2008 conference in London

 October 2008

Presentation: SEC Presentation on Data Risk
Slides used as guideline for discussion with the SEC Office of Risk Assessment

Report: Anatomy of Data Management
A draft Maturity Model discussion document aggregating the content for any project development process


 September 2008

Repository: Semantics Repository
EDM Council's repository for all terms, definitions and business relationships. The repository is designed as the mechanism for industry alignment.

Presentation: Data Policy and the Secure Enterprise
presentation by Will Gibson at the Institutional Investor Conference on Data Management highlighting the importance of establishing and implementing a comprehensive data policy within financial institutions

Article: EDM Council General Meeting
EDM Council General Meeting, NYC, September 10 2008


 August 2008

Article: Operational Risk and the Importance of Accurate Business Entity Identification
An article written by Michael Atkin for Vision 2010, SIBOS edition.


 July 2008

Report: BEI and Operational Risk
Presentation by EDM Council on the relationship between BEI and operational risk for the FIMA Entity Data Management Conference in NYC.

Report: The Pulse of Data Management
EDM Council report based on interviews with the heads of data management from 20 global financial institutions on the state of enterprise data management and its relationship to current operational practices


 June 2008

Presentation: EDM Council General Meeting
EDM Council General Meeting, London, June 25 2008

Article: Shifting Data from Task to Strategic Priority
Excerpts from roundtable discussion hosted by Windows in Financial Services and moderated by EDM Council


 May 2008

Presentation: Performance Metrics Pilot
Overview of the EDM Council pilot proposal for measuring the impact of faulty data on business applications

Presentation: EDM Council General Meeting
EDM Council General Meeting, NYC, May 21 2008

Document: Semantics Repository Overview
Semantics Repository Overview of the EDM Council’s repository project to standardize reference data business terms and definitions.

Report: Downstream Integration Outline
This outline is a collection of the issues identified by EDM Council members on the critical subject of downstream integration.

Presentation: SIFMA Operations Conference
EDM Council presentation on identification of instruments, entities and data attributes.

Report: Metrics Report on Performance Implications
Report on the status of our metrics initiative designed to measure the business implications of faulty data on various calculations and derived fields.

Report: Business Entity Identification Research
Result of primary research by the EDM Council and BearingPoint on the business justification case for an international business entity identifier

Working Document: Data Attribute Severity
Summary of impact of data attributes to business and operating functions

Working Document: List of Core Data Attributes
These slides contain a list of the 143 critical data attributes as defined by the membership for primary business application processes.

 April 2008

Presentation: Windows in Financial Services
Discussion outline developed as basis for interactive roundtable at the Windows in Financial Services Forum

Presentation: The New Age of Data Management
Discussion outline developed as basis for interactive roundtable at the Lakefront Data Conference

Presentation: Servicing the Profit Center
Discussion outline developed as basis for interactive roundtable at the North American Financial Information Summit.


 March 2008

Presentation: EDM Council General Meeting
London, March 5 2008

 February 2008

Article: Academic article on the measurement of operational risk exposure for Basel II

Presentation: EDM Council General Meeting
February 20 2008, New York.
Working Document: Data Elements Template
This is a revision of the working template designed to create a consolidated list of critical data elements for both security and business entity master files as well as capture the importance of each data element on essential business operations.
PDF here.
Report: Metrics Workflow Analysis
Report from the Metric Working Meeting (Jan 23) outlining adjustments to the data elements template and setting out the project timeline for this phase of the initiative.
 January 2008

Document: 2008 Diary of events
Scheduled diary of events and meetings planned throughout 2008, as agreed by the Board of Directors. The EDM Council reserves the right to revise these dates to accommodate unforeseen circumstances. Any updates will be posted to the EDM Council website.

Presentation: EDM Council Meeting with SEC on Interactive Data
The Council has been invited to brief the Securities & Exchange Commission on the status of legal entity identification and data attribute tagging. This is a copy of our presentation given on January 16, 2008.

Working Document: Data Elements Template
Working template designed to
(1) to create/define a consolidated list of critical data elements (i.e. those that must be right including derived elements); and
(2) to create a basic heat map classifying the implications of each data element on essential operations for trade execution, settlement processes, books and records, analysis and research, portfolio management, and risk/compliance.


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