Class: UmbrellaAgreementParty

Specifies the entities that are part of the umbrella agreement.

URI: common_domain_model:UmbrellaAgreementParty

 classDiagram
    class UmbrellaAgreementParty
    click UmbrellaAgreementParty href "../UmbrellaAgreementParty/"
      UmbrellaAgreementParty : actingAs





        UmbrellaAgreementParty --> "0..1" CounterpartyRoleEnum : actingAs
        click CounterpartyRoleEnum href "../CounterpartyRoleEnum/"



      UmbrellaAgreementParty : nonLegalEntity





        UmbrellaAgreementParty --> "0..1" NonLegalEntity : nonLegalEntity
        click NonLegalEntity href "../NonLegalEntity/"



      UmbrellaAgreementParty : parentParty





        UmbrellaAgreementParty --> "0..1" Party : parentParty
        click Party href "../Party/"



      UmbrellaAgreementParty : party





        UmbrellaAgreementParty --> "0..1" Party : party
        click Party href "../Party/"



      UmbrellaAgreementParty : partyRole





        UmbrellaAgreementParty --> "0..1" UmbrellaPartyRoleEnum : partyRole
        click UmbrellaPartyRoleEnum href "../UmbrellaPartyRoleEnum/"

Slots

Name	Cardinality and Range	Description	Inheritance
party	0..1 Party	Specifies the party to the umbrella agreement	direct
actingAs	0..1 CounterpartyRoleEnum	Specifies the CounterpartyRoleEnum, e	direct
partyRole	0..1 UmbrellaPartyRoleEnum	Represents the legal role that each defined entity to the agreement performs ...	direct
nonLegalEntity	0..1 NonLegalEntity	Specifies a non-legal entity that exists in the agreement with a defined rela...	direct
parentParty	0..1 Party	Represents the identification of a parent child relationship between two enti...	direct

Usages

used by	used in	type	used
UmbrellaAgreementSet	party	range	UmbrellaAgreementParty

Rules

Rule Applied	Preconditions	Postconditions	Elseconditions
slot_conditions	`{'partyRole': {'equals_string': 'Sleeve'}}`	`{'parentParty': {'required': True}}`

Rule Applied	Preconditions	Postconditions	Elseconditions

Rule Applied	Preconditions	Postconditions	Elseconditions
slot_conditions	`{'nonLegalEntity': {'required': True}}`	`{'parentParty': {'required': True}}`

In Subsets

CdmLegaldocumentationCommon

Comments

Rosetta condition: ParentParty — if partyRole = UmbrellaPartyRoleEnum -> Sleeve then parentParty exists
Rosetta condition: UmbrellaParty — required choice party, nonLegalEntity
Rosetta condition: NonLegalEntityParent — if nonLegalEntity exists then parentParty 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:UmbrellaAgreementParty
native	common_domain_model:UmbrellaAgreementParty

LinkML Source

Direct

name: UmbrellaAgreementParty
description: Specifies the entities that are part of the umbrella agreement.
comments:
- 'Rosetta condition: ParentParty — if partyRole = UmbrellaPartyRoleEnum -> Sleeve
  then parentParty exists'
- 'Rosetta condition: UmbrellaParty — required choice party, nonLegalEntity'
- 'Rosetta condition: NonLegalEntityParent — if nonLegalEntity exists then parentParty
  exists'
in_subset:
- cdm_legaldocumentation_common
from_schema: https://w3id.org/lmodel/common-domain-model
slots:
- party
- actingAs
- partyRole
- nonLegalEntity
- parentParty
slot_usage:
  party:
    name: party
    description: Specifies the party to the umbrella agreement
    range: Party
  partyRole:
    name: partyRole
    description: Represents the legal role that each defined entity to the agreement
      performs within the structure of that agreement.
    range: UmbrellaPartyRoleEnum
rules:
- preconditions:
    slot_conditions:
      partyRole:
        name: partyRole
        equals_string: Sleeve
  postconditions:
    slot_conditions:
      parentParty:
        name: parentParty
        required: true
  description: Specifies that certain defined roles require that a parent party is
    identified.
- postconditions:
    exactly_one_of:
    - slot_conditions:
        party:
          name: party
          required: true
    - slot_conditions:
        nonLegalEntity:
          name: nonLegalEntity
          required: true
  description: Only a Party or a non-Legal entity can be set.
- preconditions:
    slot_conditions:
      nonLegalEntity:
        name: nonLegalEntity
        required: true
  postconditions:
    slot_conditions:
      parentParty:
        name: parentParty
        required: true
  description: Non-Legal entity must have a Parent Party.

Induced

name: UmbrellaAgreementParty
description: Specifies the entities that are part of the umbrella agreement.
comments:
- 'Rosetta condition: ParentParty — if partyRole = UmbrellaPartyRoleEnum -> Sleeve
  then parentParty exists'
- 'Rosetta condition: UmbrellaParty — required choice party, nonLegalEntity'
- 'Rosetta condition: NonLegalEntityParent — if nonLegalEntity exists then parentParty
  exists'
in_subset:
- cdm_legaldocumentation_common
from_schema: https://w3id.org/lmodel/common-domain-model
slot_usage:
  party:
    name: party
    description: Specifies the party to the umbrella agreement
    range: Party
  partyRole:
    name: partyRole
    description: Represents the legal role that each defined entity to the agreement
      performs within the structure of that agreement.
    range: UmbrellaPartyRoleEnum
attributes:
  party:
    name: party
    description: Specifies the party to the umbrella agreement
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: UmbrellaAgreementParty
    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
  actingAs:
    name: actingAs
    description: Specifies the CounterpartyRoleEnum, e.g. either Party1 or Party2,
      that is associated to the party.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: UmbrellaAgreementParty
    domain_of:
    - UmbrellaAgreementParty
    range: CounterpartyRoleEnum
  partyRole:
    name: partyRole
    description: Represents the legal role that each defined entity to the agreement
      performs within the structure of that agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: UmbrellaAgreementParty
    domain_of:
    - PartyChangeInstruction
    - Trade
    - MarginCallBase
    - CounterpartyPosition
    - AvailableInventory
    - AvailableInventoryRecord
    - UmbrellaAgreementParty
    - EligibleCollateralSpecification
    range: UmbrellaPartyRoleEnum
  nonLegalEntity:
    name: nonLegalEntity
    description: Specifies a non-legal entity that exists in the agreement with a
      defined relationship to a Legal entity to the agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: UmbrellaAgreementParty
    domain_of:
    - UmbrellaAgreementParty
    range: NonLegalEntity
  parentParty:
    name: parentParty
    description: Represents the identification of a parent child relationship between
      two entities in the Umbrella agreement, allowing non-legal entities to be linked
      to the appropriate legal entity and allowing funds, portfolio or managed accounts
      to be linked to their applicable Investment Manager or Agent within the agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model
    rank: 1000
    owner: UmbrellaAgreementParty
    domain_of:
    - UmbrellaAgreementParty
    range: Party
rules:
- preconditions:
    slot_conditions:
      partyRole:
        name: partyRole
        equals_string: Sleeve
  postconditions:
    slot_conditions:
      parentParty:
        name: parentParty
        required: true
  description: Specifies that certain defined roles require that a parent party is
    identified.
- postconditions:
    exactly_one_of:
    - slot_conditions:
        party:
          name: party
          required: true
    - slot_conditions:
        nonLegalEntity:
          name: nonLegalEntity
          required: true
  description: Only a Party or a non-Legal entity can be set.
- preconditions:
    slot_conditions:
      nonLegalEntity:
        name: nonLegalEntity
        required: true
  postconditions:
    slot_conditions:
      parentParty:
        name: parentParty
        required: true
  description: Non-Legal entity must have a Parent Party.