Class: SecurityLocate

A locate is an approval from a broker that needs to be obtained prior to effecting a short sale in an equity security. Similar to security availability, a borrower can request a single or multiple securities, but at least one must be requested.

URI: common_domain_model:SecurityLocate

 classDiagram
    class SecurityLocate
    click SecurityLocate href "../SecurityLocate/"
      AvailableInventory <|-- SecurityLocate
        click AvailableInventory href "../AvailableInventory/"

      SecurityLocate : availableInventoryRecord





        SecurityLocate --> "*" AvailableInventoryRecord : availableInventoryRecord
        click AvailableInventoryRecord href "../AvailableInventoryRecord/"



      SecurityLocate : availableInventoryType





        SecurityLocate --> "1" AvailableInventoryTypeEnum : availableInventoryType
        click AvailableInventoryTypeEnum href "../AvailableInventoryTypeEnum/"



      SecurityLocate : comment

      SecurityLocate : identifer





        SecurityLocate --> "0..1" AssignedIdentifier : identifer
        click AssignedIdentifier href "../AssignedIdentifier/"



      SecurityLocate : messageInformation





        SecurityLocate --> "0..1" MessageInformation : messageInformation
        click MessageInformation href "../MessageInformation/"



      SecurityLocate : party





        SecurityLocate --> "*" Party : party
        click Party href "../Party/"



      SecurityLocate : partyRole





        SecurityLocate --> "*" PartyRole : partyRole
        click PartyRole href "../PartyRole/"

Inheritance

AvailableInventory
- SecurityLocate

Class Properties

Property	Value
Tree Root	Yes

Slots

Name	Cardinality and Range	Description	Inheritance
availableInventoryType	1 AvailableInventoryTypeEnum	Defines the purpose of this inventory	AvailableInventory
identifer	0..1 AssignedIdentifier	Unique identifier for this group	AvailableInventory
comment	0..1 string	Optional comments for this group of inventory records	AvailableInventory
messageInformation	0..1 MessageInformation	Allows details related to the availability messaging use case to be defined	AvailableInventory
party	* Party	Defines all parties involved for the list of inventory records in this set of...	AvailableInventory
partyRole	* PartyRole	Defines the role(s) that party(ies) may have in relation to the inventory	AvailableInventory
availableInventoryRecord	* AvailableInventoryRecord	An array holding the list of inventory being described	AvailableInventory

Rules

Rule Applied	Preconditions	Postconditions	Elseconditions

In Subsets

CdmEventPosition

Comments

Rosetta condition: RequestOneSecurityMinimum — availableInventoryRecord exists

Identifier and Mapping Information

Schema Source

from schema: https://w3id.org/lmodel/common-domain-model

Mappings

Mapping Type	Mapped Value
self	common_domain_model:SecurityLocate
native	common_domain_model:SecurityLocate

LinkML Source

Direct

name: SecurityLocate
description: A locate is an approval from a broker that needs to be obtained prior
  to effecting a short sale in an equity security. Similar to security availability,
  a borrower can request a single or multiple securities, but at least one must be
  requested.
comments:
- 'Rosetta condition: RequestOneSecurityMinimum — availableInventoryRecord exists'
in_subset:
- cdm_event_position
from_schema: https://w3id.org/lmodel/common-domain-model
is_a: AvailableInventory
tree_root: true
rules:
- postconditions:
    slot_conditions:
      availableInventoryRecord:
        name: availableInventoryRecord
        required: true
  description: A locate must request the availability of at least one security.

Induced

name: SecurityLocate
description: A locate is an approval from a broker that needs to be obtained prior
  to effecting a short sale in an equity security. Similar to security availability,
  a borrower can request a single or multiple securities, but at least one must be
  requested.
comments:
- 'Rosetta condition: RequestOneSecurityMinimum — availableInventoryRecord exists'
in_subset:
- cdm_event_position
from_schema: https://w3id.org/lmodel/common-domain-model
is_a: AvailableInventory
attributes:
  availableInventoryType:
    name: availableInventoryType
    description: Defines the purpose of this inventory.
    from_schema: https://w3id.org/lmodel/common-domain-model
    close_mappings:
    - fpml_5_10:AvailableInventory.availableInventoryType
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - AvailableInventory
    range: AvailableInventoryTypeEnum
    required: true
  identifer:
    name: identifer
    description: Unique identifier for this group. This can be used to uniquely identify
      a group of inventory records.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - InventoryRecord
    - AvailableInventory
    - MasterAgreementClause
    range: AssignedIdentifier
    required: false
  comment:
    name: comment
    description: Optional comments for this group of inventory records.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - AvailableInventory
    - AvailableInventoryRecord
    - WorkflowState
    range: string
  messageInformation:
    name: messageInformation
    description: Allows details related to the availability messaging use case to
      be defined
    from_schema: https://w3id.org/lmodel/common-domain-model
    close_mappings:
    - fpml_5_10:AvailableInventory.messageInformation
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - AvailableInventory
    - WorkflowStep
    range: MessageInformation
  party:
    name: party
    description: Defines all parties involved for the list of inventory records in
      this set of inventory. For example, when used to describe securities lending
      availability, this could hold the sender of the availability, the intended recipient,
      the beneficial owner(s), the lender (which may differ from the sender as the
      lender may have the same piece of availability going through multiple agents),
      an agent or a venue.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - DebtRedemption
    - Trade
    - MarginCallBase
    - CounterpartyPosition
    - AggregationParameters
    - AvailableInventory
    - WorkflowStepApproval
    - WorkflowStep
    - UmbrellaAgreementParty
    - UmbrellaAgreementSet
    - AdditionalRepresentationElection
    - CalculationAgentTerms
    - CalculationCurrencyElection
    - ValuationCalculationDateLocationElection
    - CollateralManagementAgreementElection
    - ControlAgreementElections
    - ControlAgreementNecEventElection
    - CustodianElection
    - CustodianRiskElection
    - ElectiveAmountElection
    - FrenchLawAddendumElection
    - HoldingAndUsingPostedCollateralElection
    - NotificationTimeElection
    - PostingObligationsElection
    - RecalculationOfValueElection
    - RegimeTerms
    - PledgeeRepresentativeRider
    - SecuredPartyRightsEventElection
    - SecurityProviderRightsEventElection
    - SensitivityMethodologiesPartyElection
    - SubstitutedRegimeTerms
    - SubstitutionPartyElection
    - TerminationCurrencyElection
    - AdditionalObligations
    - SecurityInterestForObligations
    - SinglePostingParty
    - ThresholdElection
    - MinimumTransferAmountElection
    - ValuationAgent
    - LegacyExposureScopeElection
    - CreditSupportDocumentElection
    - CreditSupportProviderElection
    - SpecifiedOrAccessConditionPartyElection
    - LegacyIndependentAmountParty
    - AutomaticEarlyTerminationElection
    - PartyTerminationCurrencySelection
    - SpecifiedEntity
    - EventsOfDefaultElection
    - EligibleCollateralSpecification
    range: Party
    multivalued: true
  partyRole:
    name: partyRole
    description: Defines the role(s) that party(ies) may have in relation to the inventory.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - PartyChangeInstruction
    - Trade
    - MarginCallBase
    - CounterpartyPosition
    - AvailableInventory
    - AvailableInventoryRecord
    - UmbrellaAgreementParty
    - EligibleCollateralSpecification
    range: PartyRole
    multivalued: true
  availableInventoryRecord:
    name: availableInventoryRecord
    description: An array holding the list of inventory being described. Each element
      in the inventoryRecord array represents an individual piece of inventory i.e.
      a security.
    from_schema: https://w3id.org/lmodel/common-domain-model
    close_mappings:
    - fpml_5_10:AvailableInventory.availableInventoryRecord
    rank: 1000
    owner: SecurityLocate
    domain_of:
    - AvailableInventory
    range: AvailableInventoryRecord
    multivalued: true
    inlined: true
    inlined_as_list: true
tree_root: true
rules:
- postconditions:
    slot_conditions:
      availableInventoryRecord:
        name: availableInventoryRecord
        required: true
  description: A locate must request the availability of at least one security.