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schemas.fpml-schemas.fpml-doc-5-9.xsd Maven / Gradle / Ivy




    
    
    
        
            
                
                    The name of the algorithm.
                
            
            
                
                    The category of the function of the algorithm. The related
                        individual performs the role specified in this field for the base party. For example, if the
                        role is "Trader", the related person acts acts or acted as the base party's trader.
                    
                
            
        
    
    
        
            A type describing a role played by an algorithm in one or more
                transactions. Examples include roles such as TradingDecision, RoutingDecision. This can be extended to
                provide custom roles.
            
        
        
            
                
            
        
    
    
        
            
                
                    Unique ID for the allocation. Multiple allocation trade IDs are
                        provided to allow for the use of USI/UTI representations along with party-specific trade
                        identifiers.
                    
                
            
            
                
                    The party and/or account to which this trade is being allocated.
                    
                
            
            
                
                    
                        The fractional allocation (0.45 = 45%) of the notional and
                            "block" fees to this particular client subaccount.
                        
                    
                
                
                    
                        The notional allocation (amount and currency) to this
                            particular client account.
                        
                    
                
            
            
        
    
    
        
            Code that describes what type of allocation applies to the trade. Options
                include Unallocated, PreAllocation, PostAllocation.
            
        
        
            
                
            
        
    
    
        
            The allocations for a single side of a trade.
        
        
            
                
                    A pointer style reference to one of the parties to the trade,
                        defined elsewhere in the document. The party referenced has requested its position in the trade
                        to be allocated to several other parties or accounts.
                    
                
            
            
        
    
    
        
            A specific approval state in the workflow.
        
        
            
                
                    The type of approval (e.g. "pre-clearing credit").
                    
                
            
            
                
                    The current state of approval (.e.g preapproved, pending approval,
                        etc.)
                    
                
            
            
                
                    The full name or identifiying ID of the relevant approver.
                    
                
            
            
                
                    A pointer style reference to a party defined elsewhere in the
                        document. The party referenced has approved the specified item (e.g. trade or allocation).
                    
                
            
            
                
                    A pointer style reference to a party defined elsewhere in the
                        document. The party referenced was approved for the specified item (e.g. trade or allocation) by
                        the approving party (if specified).
                    
                
            
            
                
                    An identifer for a specific appoval, to allow the approval to be
                        identified and tracked.
                    
                
            
        
    
    
        
            An approval identifier allocated by a party. FpML does not define the
                domain values associated with this element.
            
        
        
            
                
                
            
        
    
    
        
            
        
    
    
        
            A type that qualifies the type of approval.
        
        
            
                
            
        
    
    
        
            The current status value of a clearing request.
        
        
            
                
            
        
    
    
        
            Code that describes what type of collateral is posted by a party to a
                transaction. Options include Uncollateralized, Partial, Full, One-Way.
            
        
        
            
                
            
        
    
    
        
            A type used to represent the type of mechanism that can be used to confirm
                a trade.
            
        
        
            
                
            
        
    
    
        
            A contact id identifier allocated by a party. FpML does not define the
                domain values associated with this element.
            
        
        
            
                
                
            
        
    
    
        
            A type defining a contract identifier issued by the indicated party.
            
        
        
            
                
                    A pointer style reference to a party identifier defined elsewhere
                        in the document. The party referenced has allocated the contract identifier.
                    
                
            
            
                
                    Where the legal activity is to agree a contract of variation then
                        the business process should be to modify a contract. This is a contract in its own right and not
                        a version of a previous contract. Where the business process is to replace and supersede a
                        contract then you have a new contract and a contract version should not be used.
                    
                
                
                    
                        A contract id which is not version aware.
                    
                
                
                    
                        A contract id which is version aware.
                    
                
            
        
        
    
    
        
            
                
                    This element corresponds to the Credit Event Notice Delivered Under
                        Old Transaction and Deemed Delivered Under New Transaction under the EXHIBIT C to 2004 ISDA
                        Novation Definitions.
                    
                
            
            
                
                    This element corresponds to the Notice of Publicly Available
                        Information Delivered Under Old Transaction and Deemed Delivered Under New Transaction under the
                        EXHIBIT C to 2004 ISDA Novation Definitions.
                    
                
            
            
                
                    This element corresponds to the Notice of Intended Physical
                        Settlement Delivered Under Old Transaction under the EXHIBIT C to 2004 ISDA Novation
                        Definitions.
                    
                
            
        
    
    
        
            A credit arrangement used in support of swaps trading.
        
        
            
                
            
        
    
    
        
            A type defining a content model that is backwards compatible with older
                FpML releases and which can be used to contain sets of data without expressing any processing intention.
            
        
        
            
                
                    
                    
                        
                            
                                Indicates which party (and accounts) a trade is being
                                    processed for.
                                
                            
                        
                        
                        
                            
                                The root element in an FpML trade document.
                                
                            
                        
                        
                            
                                An arbitary grouping of trade references (and possibly
                                    other portfolios).
                                
                            
                        
                    
                    
                
            
        
    
    
        
            The abstract base type from which all FpML compliant messages and documents
                must be derived.
            
        
        
    
    
        
            Records supporting information justifying an end user exception under 17
                CFR part 39.
            
        
        
            
                
                    What arrangements will be made to provide credit? (e.g. CSA,
                        collateral pledge, guaranty, available resources, financing).
                    
                
            
            
                
                    Allows the organization to specify which categories or
                        characteristics apply to it for end-user exception determination. Examples include
                        "FinancialEntity", "CaptiveFinanceUnit", "BoardOfDirectorsApproval".
                    
                
            
            
                
                    Allows the relevant transaction level categories or characteristics
                        to be recorded for end-user exception determination. Examples include
                        "BoardOfDirectorsApproval", "HedgesCommercialRisk".
                    
                
            
            
                
                    Allows the organization to specify which if any relevant regulators
                        it is registered with, and if so their identification number. For example, it could specify that
                        it is SEC registered and provide its Central Index Key.
                    
                
            
        
    
    
        
            A type describing the entity of a party, for example Financial,
                NonFinancial etc.
            
        
        
            
                
            
        
    
    
        
            A type defining the trade execution date time and the source of it. For use
                inside containing types which already have a Reference to a Party that has assigned this trade execution
                date time.
            
        
        
            
                
                    
                        Identification of the source (e.g. clock id) generating the
                            execution date time.
                        
                    
                
            
        
    
    
        
            A type used to represent the type of market where a trade can be
                executed.
            
        
        
            
                
            
        
    
    
        
            A type used to represent the type of market where a trade can be
                executed.
            
        
        
            
                
            
        
    
    
        
            Provides supporting evidence when a party invoked exception to not execute
                the trade on facility such as SEF and DCM even though the particular product is mandated to execute on a
                SEF.
            
        
        
            
                
                    Reason for not executing the trade on SEF or other facility.
                    
                
            
            
                
                    Allows the organization to specify which categories or
                        characteristics apply to it for end-user exception determination. Examples include
                        "FinancialEntity", "CaptiveFinanceUnit", "BoardOfDirectorsApproval".
                    
                
            
            
                
                    Allows the relevant transaction level categories or characteristics
                        to be recorded for end-user exception determination. Examples include
                        "BoardOfDirectorsApproval", "HedgesCommercialRisk".
                    
                
            
            
                
                    Allows the organization to specify which if any relevant regulators
                        it is registered with, and if so their identification number. For example, it could specify that
                        it is SEC registered and provide its Central Index Key.
                    
                
            
        
    
    
        
            
                
            
        
    
    
        
            The economics of a trade of a multiply traded instrument.
            
        
        
            
                
                    
                    
                        
                            The FpML asset description for the asset.
                            
                        
                    
                    
                        
                            A description of how much of the instrument was traded.
                            
                        
                    
                    
                        
                            The price paid for the instrument.
                        
                    
                    
                        
                            The value, in instrument currency, of the amount of the
                                instrument that was traded.
                            
                        
                    
                
            
        
    
    
        
            A structure describing the amount of an instrument that was traded.
            
        
        
            
                
                    The (absolute) number of units of the underlying instrument that
                        were traded.
                    
                
            
            
                
                    The monetary value of the security (eg. fixed income security) that
                        was traded).
                    
                
            
        
    
    
        
            A structure describing the price paid for the instrument.
            
        
        
            
            
                
                    The date interest started accruing for the accrued interest
                        calculation on an interest bearing security.
                    
                
            
            
                
                    The date when a distribution of dividends or interest is deducted
                        from a securities asset, or set aside for payment to the original bondholders. From the ex-date,
                        any dividends that are owing on the security are paid to the original owner. As a consequence of
                        this, on the ex-date, the securities price typically drops by the amount of the distribution
                        (plus or minus any market activity).
                    
                
            
            
                
                    Whether the accrued interest in included when the trade settles.
                        ("true" means accrued interest is not included when the trade settles.)
                    
                
            
        
    
    
        
            A structure describing the value in "native" currency of an instrument that
                was traded.
            
        
        
            
                
                    The net and/or gross value of the amount traded in native
                        currency.
                    
                
            
        
    
    
        
            The data type used for link identifiers.
        
        
            
                
                
            
        
    
    
        
            A structure including a net and/or a gross amount and possibly fees and
                commissions.
            
        
        
            
                
                    Net and/or gross amount.
                
            
        
    
    
        
            How a notional is to be reported for this reporting regime. E.g. for ESMA
                EMIR, it would be Nominal or Monetary Amount
            
        
        
            
                
            
        
    
    
        
            A type that an identifier for an order.
        
        
            
                
            
        
    
    
        
            A type that an order's identifier(s).
        
        
            
        
    
    
        
            A characteristic of an organization used in declaring an end-user
                exception.
            
        
        
            
                
            
        
    
    
        
            Indicator as to the type of transaction in accordance with Articles
                20(3)(a) and 21(5)(a) of Regulation (EU) 600/2014.
            
        
        
            
                
            
        
    
    
        
            A type defining additional information that may be recorded against a
                package of trades.
            
        
        
            
                
                    This may be used to identify one or more parties that perform a
                        role within the transaction. If this is within a partyTradeInformation block, the related party
                        performs the role with respect to the party identifie by the "partyReference" in the
                        partyTradeInformation block.
                    
                
            
            
                
                    Used to categorize trades into user-defined categories, such as
                        house trades vs. customer trades.
                    
                
            
            
                
                    Trade execution date time, for example as provided by a central
                        execution facility. Normally this refers to the original execution time of the trade, not the
                        execution time of any post-trade events that may have affeted it. However, in the case of a post
                        trade event that reports the new version of the trade (for example, the novation trade in an
                        novation event, or the amended trade in an amendment event), the execution date time may contain
                        the time that the newly created or modified trade was created or modified.
                    
                
            
            
                
                    Allows timing information about a trade to be recorded.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be allocated.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be allocated, has
                        been allocated, or will not be allocated.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be cleared via a
                        derivative clearing organization
                    
                
            
            
                
                    Describes the status with respect to clearing (e.g.
                        AwaitingAcceptance, Pending, Accepted, Rejected, etc.)
                    
                
            
            
                
                    Used to describe the type of venue where trade was executed, e.g
                        via an execution facility or privately.
                    
                
            
        
    
    
        
            Summary information about a trade package.
        
        
            
            
            
            
            
        
    
    
        
            A type that describes what thpe of package this is, e.g. Butterfly.
            
        
        
            
                
            
        
    
    
        
            A type that specifies the classification of a party.
        
        
            
                
                    A pointer style reference to a party identifier defined elsewhere
                        in the document. The party referenced has the classification in the associated
                        "entityClassification" element below.
                    
                
            
            
                
                    Indicates the category or classification or business role of the
                        organization referenced by the partyTradeInformation with respect to this reporting regime, for
                        example Financial, NonFinancial etc.
                    
                
            
        
    
    
        
            A type to represent a portfolio name for a particular party.
            
        
        
            
                
                    A pointer style reference to a party identifier defined elsewhere
                        in the document. The party referenced has allocated the trade identifier.
                    
                
            
            
        
        
    
    
        
            A type containing a code representing how two parties are related, e.g.
                Affiliated, Intragroup, None.
            
        
        
            
                
                
            
        
    
    
        
            A type defining one or more trade identifiers allocated to the trade by a
                party. A link identifier allows the trade to be associated with other related trades, e.g. trades
                forming part of a larger structured transaction. It is expected that for external communication of trade
                there will be only one tradeId sent in the document per party.
            
        
        
            
                
                    
                        
                            A link identifier allowing the trade to be associated with
                                other related trades, e.g. the linkId may contain a tradeId for an associated trade or
                                several related trades may be given the same linkId. FpML does not define the domain
                                values associated with this element. Note that the domain values for this element are
                                not strictly an enumerated list.
                            
                        
                    
                    
                        
                            
                                The trade id of the allocated trade. This is used by
                                    the block trade to reference the allocated trade.
                                
                            
                        
                        
                            
                                The trade id of a resulting trade (beta or gamma trade)
                                    that resulted from this trade during a clearing or similar operation (e.g. prime
                                    brokerage).
                                
                            
                        
                    
                    
                        
                            The trade id of the block trade. This is used by each one
                                of the allocated trades to reference the block trade. This element can also represent
                                the trade id of the parent trade for N-level allocations. In the case, this element is
                                only used to model N-level allocations in which the trade acts as block and allocated
                                trade at the same time. This basically means the ability to allocate a block trade to
                                multiple allocation trades, and then allocate these in turn to other allocation trades
                                (and so on if desired).
                            
                        
                    
                    
                        
                            The trade id of the trade(s) upon which this was based, for
                                example the ID of the trade that was submitted for clearing if this is a cleared trade,
                                or of the original trade if this was novated or cancelled and rebooked, or the list of
                                trades that were netted or compressed together in the case of a compression event. The
                                originatingEvent will explain why the trade was created; the existence and number of
                                originatingTradeId elements should correspond to the originatingEvent, and they should
                                be interpreted using that field. If the trade is inside a business event structure (such
                                as a novation or a compression event) this element shuld not be populated; instead the
                                event shoudl be used to represent the other trades.
                            
                        
                    
                    
                        
                            Deprecated: The USIs of the components of this trade, when
                                this trade contains a strategy.
                            
                        
                    
                
            
        
    
    
        
            A type containing multiple partyTradeIdentifier.
        
        
            
        
    
    
        
            A type defining party-specific additional information that may be recorded
                against a trade.
            
        
        
            
                
                    Identifies that party that has ownership of this information. For
                        shared trade information, this will reference the originator of the date (for example, an
                        execution facility or clearinghouse).
                    
                
            
            
                
                    This may be used to identify one or more parties that perform a
                        role within the transaction. If this is within a partyTradeInformation block, the related party
                        performs the role with respect to the party identifie by the "partyReference" in the
                        partyTradeInformation block.
                    
                
            
            
                
                    Identifies the role of this party in reporting this trade (e.g.
                        originator, counterparty).
                    
                
            
            
                
                    Identifies the unit/division/desk etc. that executed or supports
                        this trade
                    
                
            
            
                
                    Provides information about a unit/division/desk etc. that executed
                        or supports this trade
                    
                
            
            
                
                    Provides information about a person that executed or supports this
                        trade
                    
                
            
            
                
                    Provides information about an algorithm that executed or otherwise
                        participated in this trade this trade
                    
                
            
            
                
                    Specifies whether the trade used to hedge a risk for accounting
                        purposes for the specified party. (TODO: do we need to distinguish between asset and liability
                        hedges?)
                    
                
            
            
                
                    Used to categorize trades into user-defined categories, such as
                        house trades vs. customer trades.
                    
                
            
            
                
                    Identifies the person or persons who assumed the role of trader for
                        this trade. New implementations are encouraged to use the relatedPerson structure instead.
                    
                
            
            
                
                    Trade execution date time, for example as provided by a central
                        execution facility. Normally this refers to the original execution time of the trade, not the
                        execution time of any post-trade events that may have affeted it. However, in the case of a post
                        trade event that reports the new version of the trade (for example, the novation trade in an
                        novation event, or the amended trade in an amendment event), the execution date time may contain
                        the time that the newly created or modified trade was created or modified.
                    
                
            
            
                
                    Allows timing information about a trade to be recorded.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be allocated.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be allocated, has
                        been allocated, or will not be allocated.
                    
                
            
            
                
                    Specifies whether the trade is anticipated to be cleared via a
                        derivative clearing organization
                    
                
            
            
                
                    Describes the status with respect to clearing (e.g.
                        AwaitingAcceptance, Pending, Accepted, Rejected, etc.)
                    
                
            
            
                
                    Specifies whether this party posts collateral. For Recordkeeping,
                        the collateralization type refers to collateral that is posted by this firm, and One-Way is not
                        meaningful. In other words, if the collateralization type is Full, this trade is fully
                        collateralized by this party. For Transparency view, the options include Full, Partial,
                        Uncollateralized, and One-Way.
                    
                
            
            
                
                    Provides a name, code, or other identifier for the collateral
                        portfolio to which this belongs.
                    
                
            
            
                
                    Allows the organization to specify which if any relevant regulators
                        or other supervisory bodies this is relevant for, and what reporting rules apply.
                    
                
            
            
                
                    
                        
                            Specifies whether the trade is not obligated to be cleared
                                via a derivative clearing organization, i.e. wehter there is an exemption from clearing.
                                For historical reasons this is called "end-user exception", but this may be used to
                                indication any exception from normal clearing mandates caused by the type of the
                                partiees or their relationship, such as inter-affiliate trades. If a relatedParty block
                                with a role of ClearingExceptionParty is present, that related party indicates which
                                party is claiming the end user exception.
                            
                        
                    
                    
                        
                            Specifies a reason that the trade is exempted from a
                                clearing requirement. This exemption may be an end-user exception, or another type such
                                as in inter-affiliate trade.
                            
                        
                    
                
                
                    
                        Claims an end user exception and provides supporting evidence.
                            If a relatedParty block with a role of ClearingExceptionParty is present, that related party
                            indicates which party is claiming the end user exception.
                        
                    
                
            
            
                
                    Indicates that the trade has price-affecting characteristics in
                        addition to the standard real-time reportable terms. The flag indicates that the price for this
                        trade is not to be construed as being indicative of the market for standardised trades with
                        otherwise identical reportable terms.
                    
                
            
            
                
                    Indicates that the price does not reflect the current market. For
                        example, in a credit trade where the two counterparties are not of equal credit standing, there
                        is no initial margin and one party pays collateral to the other in the form of an add-on to the
                        price (say a price that would otherwise be 100 at the market is struck at 105 to include the
                        collateral, resulting in a very off-market looking price.)
                    
                
            
            
                
                    Describes why the price of this trade does not reflect the current
                        market price. For example, the trade may have been traded off-market as part of a termination or
                        compression operation.
                    
                
            
            
                
                    Specifies whether the sender of this trade considers it to be a
                        large notional trade or block trade for reporting purposes, and thus eligible for delayed public
                        reporting. Normally this will only be applicable for off-facility trades.
                    
                
            
            
                
                    Used to describe how the trade was executed, e.g. via voice or
                        electronically.
                    
                
            
            
                
                    Used to describe the type of venue where trade was executed, e.g
                        via an execution facility or privately.
                    
                
            
            
                
                    Used to describe how the trade was or will be verified, e.g via a
                        confirmation facility, via private electronic service, or via written documentation. This affect
                        the timing of real-time reporting requirements. This field is provisional pending detailed
                        confirmation of the data requirements, and may not be included in subsequent working drafts.
                    
                
            
            
                
                    Used to describe how the trade was confirmed, e.g via a
                        confirmation facility, via private electronic service, or via written documentation. This
                        affects the process flow for confirmation messages. This field is provisional pending detailed
                        confirmation of the data requirements, and may not be included in subsequent working drafts.
                    
                
            
            
                
                    Specifies whether this trade is a result of compression activity.
                    
                
            
            
                
                    Provides classification of the transaction being reported
                
            
            
                
                    Used to report whether the trade is in dispute
                
            
        
    
    
    
        
            A type defining a content model for a calculation rule defined as
                percentage of the notional amount.
            
        
        
            
                
                    
                        
                            A percentage of the notional amount.
                        
                    
                    
                        
                            A reference to the notional amount.
                        
                    
                
            
        
    
    
        
            A type representing an arbitary grouping of trade references.
            
        
        
            
                
                    The name of the portfolio together with the party that gave the
                        name.
                    
                
            
            
                
                
            
            
                
                    An arbitary grouping of trade references (and possibly other
                        portfolios).
                    
                
            
        
        
    
    
        
            The reason a trade is exempted from a clearing mandate.
        
        
            
                
            
        
    
    
        
            The data type used for portfolio names.
        
        
            
                
                
            
        
    
    
        
            The reason a trade's price does not reflect the current market price.
            
        
        
            
                
            
        
    
    
        
            Deprecated: A type defining a USI for the a subproduct component of a
                strategy.
            
        
        
            
                
                    Indicates which product within a strategy this ID is associated
                        with.
                    
                
            
            
            
        
    
    
        
            Summary information about the product that was traded. This is intended
                primarily for trade reporting by TRs.
            
        
        
            
            
            
            
        
    
    
        
            An ID assigned by a regulator to an organization registered with it. (NOTE:
                should this just by represented by an alternate party ID?)
            
        
        
            
                
            
        
    
    
        
            How a Boolean value is to be reported for this regulator. Typically "true"
                or "false", but for ESMA "X" is also allowed, to indicate not supplied.
            
        
        
            
                
            
        
    
    
        
            A value that explains the reason or purpose that information is being
                reported. Examples might include RealTimePublic reporting, PrimaryEconomicTerms reporting, Confirmation
                reporting, or Snapshot reporting.
            
        
        
            
                
            
        
    
    
        
            Provides information about how the information in this message is
                applicable to a regulatory reporting process.
            
        
        
            
                
                    
                        
                            Identifies the reporting regime under which this data is
                                reported. For example, Dodd-Frank, MiFID, HongKongOTCDRepository, ODRF
                            
                        
                    
                    
                        
                            Identifies the specific regulator or other supervisory body
                                for which this data is produced. For example, CFTC, SEC, UKFSA, ODRF, SFC, ESMA.
                            
                        
                    
                
                
                    
                        Identifies the specific regulator or other supervisory body for
                            which this data is produced. For example, CFTC, SEC, UKFSA, ODRF, SFC, ESMA.
                        
                    
                
            
            
                
                    Identifies the role of this party in reporting this trade for this
                        regulator; roles could include ReportingParty and Voluntary reporting.
                    
                
            
            
                
                    The reason this message is being sent, for example Snapshot, PET,
                        Confirmation, RealTimePublic.
                    
                
            
            
                
                    Whether the particular trade type in question is required by this
                        regulator to be cleared.
                    
                
            
            
                
                    
                        Whether the particular product must be executed on a SEF or
                            DCM. See to Dodd-Frank section 723(a)(8).
                        
                    
                
                
                    
                        Specifies whether the party invoked exception to not execute
                            the trade on facility such as SEF and DCM even though the particular product is mandated to
                            execute on a SEF.
                        
                    
                
                
                    
                        Provides supporting evidence when a party invoked exception to
                            not execute the trade on facility such as SEF and DCM even though the particular product is
                            mandated to execute on a SEF.
                        
                    
                
            
            
                
                    Indicates whether the counterparty exceeds the volume threshold
                        above which trades are required to be cleared.
                    
                
            
            
                
                    
                        Indicates the category or classification or business role of
                            the organization referenced by the partyTradeInformation with respect to this reporting
                            regime, for example Financial, NonFinancial etc.
                        
                    
                
                
                    
                        Indicates the category or classification or business role of a
                            trade party with respect to this reporting regime, for example Financial, NonFinancial,
                            Dealer, Non-Dealer, LocalParty, etc.
                        
                    
                
            
            
                
                    Indicates how the parties to the trade (the counterparties) are
                        related to each other with respect to this reporting regime, e.g. Affiliated, Intragroup, etc..
                    
                
            
            
                
                    Reports a regulator-specific code for the action associated with
                        this submission. Used, for example, to report the ESMA action type.
                    
                
            
            
                
                    Reports that this trade was executed prior to the enactment of the
                        relevant reporting regulation.
                    
                
            
            
                
                    How the notional amount should be reported for the reporting
                        regime. For example, for ESMA MiFIR it would be Nominal or MonetaryAmount.
                    
                
            
        
    
    
        
            A type containing a code representing the level at which this is reported
                (e.g. Trade or Position)
            
        
        
            
                
                
            
        
    
    
        
            A type containing a code representing the role of a party in a report, e.g.
                the originator, the recipient, the counterparty, etc. This is used to clarify which participant's
                information is being reported.
            
        
        
            
                
                
            
        
    
    
        
            A short sale concluded by an investment firm on its own behalf or on behalf
                of a client, as described in Article 11.
            
        
        
            
                
            
        
    
    
        
            A type defining a group of products making up a single trade.
            
        
        
            
                
                    
                        
                            Provides distinct identification for a component of a
                                strategy.
                            
                        
                    
                    
                        
                            Indicates which product within a strategy represents the
                                premium payment.
                            
                        
                    
                    
                
            
        
    
    
        
            Associates trade identifiers with components of a strategy.
            
        
        
            
                
                    A reference to a party trade ID. If there are multiple trade IDs
                        for a single component (e.g. USI, UTI, party-specific identifier), create a single
                        "strategyComponentIdentifier" with a reference to the component, and multiple
                        tradeIdentifierReferences, one referencing each applicable identifier.
                    
                
            
            
                
                    A reference to a component of the strategy (typically a product).
                    
                
            
        
    
    
        
            Provides information about a regulator or other supervisory body that an
                organization is registered with.
            
        
        
            
        
    
    
        
            The type or meaning of a timestamp.
        
        
            
                
            
        
    
    
        
            A type defining an FpML trade.
        
        
            
                
                    The information on the trade which is not product specific, e.g.
                        trade date.
                    
                
            
            
            
                
                    Other fees or additional payments associated with the trade, e.g.
                        broker commissions, where one or more of the parties involved are not principal parties involved
                        in the trade.
                    
                
            
            
                
                    Identifies that party (or parties) that brokered this trade.
                    
                
            
            
            
                
                    The party referenced is the ISDA Determination Party that specified
                        in the related Confirmation as Determination Party.
                    
                
            
            
                
                    The party referenced is specified in the related Confirmation as
                        Barrier Determination Agent.
                    
                
            
            
                
                    The party referenced is the ISDA Hedging Party that specified in
                        the related Confirmation as Hedging, or if no Hedging Party is specified, either party to the
                        Transaction.
                    
                
            
            
                
                    Defines collateral obiligations of a Party
                
            
            
                
                    Defines the definitions that govern the document and should include
                        the year and type of definitions referenced, along with any relevant documentation (such as
                        master agreement) and the date it was signed.
                    
                
            
            
                
                    Identification of the law governing the transaction.
                    
                
            
            
                
                    "Short-form" representation of allocations in which the key block
                        economics are stated once within the trade structure, and the allocation data is contained in
                        this allocations structure.
                    
                
            
            
                
                    A container for approval states in the workflow.
                    
                
            
        
        
    
    
        
            A scheme used to categorize positions.
        
        
            
                
            
        
    
    
        
            A type used to record the details of a difference between two business
                objects/
            
        
        
            
                
                    The type of difference that exists.
                
            
            
                
                    An indication of the severity of the difference.
                    
                
            
            
                
                    The name of the element affected.
                
            
            
                
                    XPath to the element in the base object.
                
            
            
                
                    The value of the element in the base object.
                
            
            
                
                    XPath to the element in the other object.
                
            
            
                
                    Value of the element in the other trade.
                
            
            
                
                    Element(s) that are missing in the other trade.
                
            
            
                
                    Element(s) that are extraneous in the other object.
                    
                
            
            
                
                    A human readable description of the problem.
                
            
        
    
    
        
            A type defining trade related information which is not product specific.
            
        
        
            
                
                    The trade reference identifier(s) allocated to the trade by the
                        parties involved.
                    
                
            
            
                
                    Additional trade information that may be provided by each involved
                        party.
                    
                
            
            
            
            
                
                    Information about the trade package if any that the trade
                        originated from.
                    
                
            
            
                
                    The trade date. This is the date the trade was originally executed.
                        In the case of a novation, the novated part of the trade should be reported (by both the
                        remaining party and the transferee) using a trade date corresponding to the date the novation
                        was agreed. The remaining part of a trade should be reported (by both the transferor and the
                        remaining party) using a trade date corresponding to the original execution date.
                    
                
            
            
                
                    If the trade was cleared (novated) through a central counterparty
                        clearing service, this represents the date the trade was cleared (transferred to the central
                        counterparty).
                    
                
            
        
    
    
        
            A type defining a trade identifier issued by the indicated party.
            
        
        
            
                
                
                    
                        
                            A pointer style reference to a party identifier and
                                optionally an account identifier defined elsewhere in the document. The party referenced
                                has allocated the trade identifier.
                            
                        
                    
                    
                        
                        
                            
                                A trade identifier accompanied by a version number. In
                                    regulatory reporting views, this should be avoided except for internal mnessaging.
                                
                            
                        
                    
                
            
        
        
    
    
        
            A type defining a trade identifier with a reference to the party that this
                trade is associated with.
            
        
        
            
                
                    
                
            
        
    
    
        
            Allows timing information about when a trade was processed and reported to
                be recorded.
            
        
        
            
                
                    When an order was first generated, as recorded for the first time
                        when it was first entered by a person or generated by a trading algorithm (i.e., the first
                        record of the order).
                    
                
            
            
                
                    The time when an order is submitted by a market participant to an
                        execution facility, as recorded based on the timestamp of the message that was sent by the
                        participant. If the participant records this time (i.e. it is in the participant's party trade
                        information), it will be the time the message was sent. If the execution facility records this
                        time (i.e. it is in the facility's party trade information), it will be the time the message was
                        received.
                    
                
            
            
                
                    When the public report of this was created or received by this
                        party. If the participant records this time (i.e. it is in the participant's party trade
                        information), it will be the time the message was sent. If the execution records this time (i.e.
                        it is in the facility's party trade information), it will be the time the message was received.
                    
                
            
            
                
                    When the public report of this was most recently corrected or
                        corrections were sent or received by this party.
                    
                
            
            
                
                    When the public report of this was first accepted for submission to
                        a regulator.
                    
                
            
            
                
                    When the non-public report of this was created or received by this
                        party.
                    
                
            
            
                
                    When the non-public report of this was first accepted for
                        submission to a regulator.
                    
                
            
            
                
                    When the non-public report of this was most recently corrected or
                        corrections were received by this party.
                    
                
            
            
                
                    When this trade was supplied to a confirmation service or
                        counterparty for confirmation.
                    
                
            
            
                
                    When the most recent correction to this trade was supplied to a
                        confirmation service or counterparty for confirmation.
                    
                
            
            
                
                    When this trade was confirmed.
                
            
            
                
                    When this trade was supplied to a clearing service for clearing.
                    
                
            
            
                
                    When the most recent correction to this trade was supplied to a
                        clearing service for clearing.
                    
                
            
            
                
                    When this trade was cleared.
                
            
            
                
                    When allocations for this trade were submitted or received by this
                        party.
                    
                
            
            
                
                    When allocations for this trade were most recently corrected.
                    
                
            
            
                
                    When allocations for this trade were completely processed.
                    
                
            
            
                
                    Other timestamps for this trade. This is provisional in
                        Recordkeeping and Transparency view and may be reviewed in a subsequent draft.
                    
                
            
        
    
    
        
            
                
            
        
    
    
        
            Summary information about the trade.
        
        
            
            
            
        
    
    
        
            A generic trade timestamp
        
        
            
            
        
    
    
        
            Indication as to whether the transaction was executed under a pre-trade
                waiver in accordance with Articles 4 and 9 of Regulation (EU) 600/2014.
            
        
        
            
                
            
        
    
    
        
            A characteristic of a transaction used in declaring an end-user
                exception.
            
        
        
            
                
            
        
    
    
        
            A reference identifying a rule within a validation scheme.
            
        
        
            
                
            
        
    
    
        
            A type used to represent the type of mechanism that can be used to verify a
                trade.
            
        
        
            
                
            
        
    
    
        
            Contract Id with Version Support
        
        
            
            
                
                    The version of the contract id. The contractId is versioned and not
                        the contract.
                    
                
            
        
    
    
        
            Trade Id with Version Support
        
        
            
            
                
                    The version of the trade id. The tradeId is versioned and not the
                        trade.
                    
                
            
        
    
    
        
            Set of attributes that define versioning information.
        
        
            
                Indicate which version of the FpML Schema an FpML message adheres to.
                
            
            
                
                    
                
            
        
        
            
                This optional attribute can be supplied by a message creator in an FpML
                    instance to specify which build number of the schema was used to define the message when it was
                    generated.
                
            
        
        
            
                The specific build number of this schema version. This attribute is not
                    included in an instance document. Instead, it is supplied by the XML parser when the document is
                    validated against the FpML schema and indicates the build number of the schema file. Every time FpML
                    publishes a change to the schema, validation rules, or examples within a version (e.g., version 4.2)
                    the actual build number is incremented. If no changes have been made between releases within a
                    version (i.e. from Trial Recommendation to Recommendation) the actual build number stays the same.
                
            
        
    
    
        
            A type to hold trades of multiply-traded instruments such as securities
                (e.g., stocks or bonds) or listed derivatives. Typically this will be used to represent the trade
                resulting from a physically-settled OTC product where the underlying is a security, for example the
                exercise of a physically-settled option.
            
        
    
    
        
            A strategy product.
        
    
    
        
            
                
                    The sum that must be posted upfront to collateralize against
                        counterparty credit risk.
                    
                
            
            
                
                    Special credit fee assessed to certain institutions.
                    
                
            
            
                
                    A container for approval states in the workflow.
                    
                
            
            
                
                    The date of the confirmation executed between the parties and
                        intended to govern the allocated trade between those parties.
                    
                
            
            
                
                    Specifies any relevant parties to the allocation which should be
                        referenced.
                    
                
            
        
    
    
        
            
                
                    The ISDA calculation agent responsible for performing duties as
                        defined in the applicable product definitions.
                    
                
            
            
                
                    The city in which the office through which ISDA Calculation Agent
                        is acting for purposes of the transaction is located The short-form confirm for a trade that is
                        executed under a Sovereign or Asia Pacific Master Confirmation Agreement ( MCA ), does not need
                        to specify the Calculation Agent. However, the confirm does need to specify the Calculation
                        Agent City. This is due to the fact that the MCA sets the value for Calculation Agent but does
                        not set the value for Calculation Agent City.
                    
                
            
        
    
    
        
            A group including a net and/or a gross amount.
        
        
            
                
                    Value including fees and commissions.
                
            
            
                
                    
                        Value excluding fees and commissions.
                    
                
                
                    
                        Value including fees and commissions.
                    
                
            
        
    
    
        
            Provides information about a regulator or other supervisory body that an
                organization is registered with.
            
        
        
            
                
                    The regulator or other supervisory body the organization is
                        registered with (e.g. SEC).
                    
                
            
            
                
                    The ID assigned by the regulator (e.g. SEC's Central Index Key).
                    
                
            
        
    
    
        
            Choice between identification and representation of trade execution.
            
        
        
            
                
                    An element that allows the full details of the trade to be used as
                        a mechanism for identifying the trade for which the post-trade event pertains
                    
                
            
            
                
                    A container since an individual trade can be referenced by two or
                        more different partyTradeIdentifier elements - each allocated by a different party.
                    
                
            
        
    
    
        
            
                
                    Whether the transaction falls within the scope of activity but is exempted from
                        reporting under [Securities Financing Transactions Regulation]
                    
                
            
            
                
                    Classification of the OTC transaction. Note: Coding scheme definition to
                        encapsulate: Articles 20(3)(a) and 21(5)(a) of Regulation (EU) 600/2014. e.g.
                        default="http://www.fpml.org/coding-scheme/external/esma/mifir/otc-classification"
                    
                
            
            
                
                    Classification of the pre-trade waiver, if any, that the transaction was executed
                        under. Note: Coding scheme to encapsulate: Articles 4 and 9 of Regulation (EU) 600/2014. e.g.
                        default="http://www.fpml.org/coding-scheme/mifir/trading-waiver"
                    
                
            
            
                
                    Classification of the transaction as a short sale or not and, if short, of the
                        type of transaction. Note: Coding scheme to encapsulate: Article 11 of Regulation (EU) 600/2014.
                        e.g. default="http://www.fpml.org/coding-scheme/mifir/short-sale"
                    
                
            
            
                
                    Whether the transaction reduces risk in an objectively measurable way. Only
                        applicable for commodity derivative transactions.
                    
                
            
        
    
    
        
            
                
                    A list of validation sets the sender asserts the document is valid
                        with respect to.
                    
                
            
        
    






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