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interest to develop a CDM Taxonomy? #3446

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llynhiavu opened this issue Feb 20, 2025 · 1 comment
Open
7 tasks

interest to develop a CDM Taxonomy? #3446

llynhiavu opened this issue Feb 20, 2025 · 1 comment
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Category: Documentation Individual Maintainer May Approve Category: Modelling help wanted Extra attention is needed

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@llynhiavu
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Proposal

Is there an interest from the community in developing a "CDM Taxonomy" ("taxonomy")

  • A taxonomy would be documentation that supplements a CDM version and help users understand and navigate the CDM data model

  • In practice, it may look like a tree structure representing all the features/functionality covered by CDM (e.g. products, processes)

    • and (?) how these are to be implemented in CDM
  • Someone can get started by reading the extensive documentation, browsing the data model, looking at examples, referring to information in decks, however, there isn't a simpler document that shows the entire model from a "business" perspective, and how to enter it. A taxonomy would bridge that gap.

  • This is early stage. At this point, we would be interested in gauging interest and thoughts from people. Please add comments / questions to this issue.

Thank you!

Background

  • We recently received queries from prospective users of CDM interested to understand the CDM at a higher level, beyond the data model. Using Rosetta IDE or other visual IDE we can certainly browse the data model graphically which is very useful. However it can be challenging to relate the business concepts to types and models defined in the CDM. A CDM taxonomy could help bridge the gap.
  • "While the CDM model and associated terms are described in Rosetta, it would be useful to have a map of the underlying taxonomy / vocabulary. i.e. It would be something along the lines of a list of domains, sub-domains and elements that describe everything in the trade domain. There could be many models that use the same vocabulary, CDM being one of them."

Note

  • there would be a new version of the taxonomy for each major version of CDM
  • the taxonomy could be broken down into multiple smaller taxonomies managed by SMEs to make it easier to maintain
  • in practice it would be an artifact (e.g. diagram, tree, excel spreadsheet, taxonomy tool, ? TBD) available as part of the documentation (?) that developers could use
@llynhiavu llynhiavu added Category: Documentation Individual Maintainer May Approve Category: Modelling help wanted Extra attention is needed labels Feb 20, 2025
@llynhiavu llynhiavu self-assigned this Feb 20, 2025
@LionelSG-REGnosys
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LionelSG-REGnosys commented Feb 21, 2025

This sounds like a formalised version of the diagrams added to the [https://cdm.finos.org/docs/product-model](FINOS CDM documentation) for the Product Model in CDM 6, for example:
CDM Product Model

Perhaps there needs to be work to produce such diagrams for the whole model?

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