Class: AgreementName

Specifies the agreement name through an agreement type and optional detailed sub agreement type.

URI: common_domain_model:AgreementName

 classDiagram
    class AgreementName
    click AgreementName href "../AgreementName/"
      AgreementName : agreementType
        
          
    
        
        
        AgreementName --> "1" LegalAgreementTypeEnum : agreementType
        click LegalAgreementTypeEnum href "../LegalAgreementTypeEnum/"
    

        
      AgreementName : brokerConfirmationType
        
          
    
        
        
        AgreementName --> "0..1" BrokerConfirmationTypeEnum : brokerConfirmationType
        click BrokerConfirmationTypeEnum href "../BrokerConfirmationTypeEnum/"
    

        
      AgreementName : contractualDefinitionsType
        
          
    
        
        
        AgreementName --> "*" ContractualDefinitionsEnum : contractualDefinitionsType
        click ContractualDefinitionsEnum href "../ContractualDefinitionsEnum/"
    

        
      AgreementName : contractualMatrix
        
          
    
        
        
        AgreementName --> "*" ContractualMatrix : contractualMatrix
        click ContractualMatrix href "../ContractualMatrix/"
    

        
      AgreementName : contractualTermsSupplement
        
          
    
        
        
        AgreementName --> "*" ContractualTermsSupplement : contractualTermsSupplement
        click ContractualTermsSupplement href "../ContractualTermsSupplement/"
    

        
      AgreementName : creditSupportAgreementMarginType
        
          
    
        
        
        AgreementName --> "0..1" CollateralMarginTypeEnum : creditSupportAgreementMarginType
        click CollateralMarginTypeEnum href "../CollateralMarginTypeEnum/"
    

        
      AgreementName : creditSupportAgreementType
        
          
    
        
        
        AgreementName --> "0..1" CreditSupportAgreementTypeEnum : creditSupportAgreementType
        click CreditSupportAgreementTypeEnum href "../CreditSupportAgreementTypeEnum/"
    

        
      AgreementName : masterAgreementType
        
          
    
        
        
        AgreementName --> "0..1" MasterAgreementTypeEnum : masterAgreementType
        click MasterAgreementTypeEnum href "../MasterAgreementTypeEnum/"
    

        
      AgreementName : masterConfirmationAnnexType
        
          
    
        
        
        AgreementName --> "0..1" MasterConfirmationAnnexTypeEnum : masterConfirmationAnnexType
        click MasterConfirmationAnnexTypeEnum href "../MasterConfirmationAnnexTypeEnum/"
    

        
      AgreementName : masterConfirmationType
        
          
    
        
        
        AgreementName --> "0..1" MasterConfirmationTypeEnum : masterConfirmationType
        click MasterConfirmationTypeEnum href "../MasterConfirmationTypeEnum/"
    

        
      AgreementName : otherAgreement
        
      

Slots

Name	Cardinality and Range	Description	Inheritance
agreementType	1 LegalAgreementTypeEnum	Specification of the legal agreement type	direct
creditSupportAgreementType	0..1 CreditSupportAgreementTypeEnum	Specification of the credit support agreement type	direct
creditSupportAgreementMarginType	0..1 CollateralMarginTypeEnum	specifies the type of margin for which a legal agreement is named	direct
contractualDefinitionsType	* ContractualDefinitionsEnum	The definitions such as those published by ISDA that will define the terms of…	direct
contractualTermsSupplement	* ContractualTermsSupplement	A contractual supplement (such as those published by ISDA) that will apply to…	direct
contractualMatrix	* ContractualMatrix	A reference to a contractual matrix of elected terms/values (such as those pu…	direct
masterAgreementType	0..1 MasterAgreementTypeEnum	Specification of the master agreement type	direct
masterConfirmationType	0..1 MasterConfirmationTypeEnum	The type of master confirmation executed between the parties	direct
masterConfirmationAnnexType	0..1 MasterConfirmationAnnexTypeEnum	The type of master confirmation annex executed between the parties	direct
otherAgreement	0..1 string	Definition of an agreement that is not enumerated in the CDM	direct
brokerConfirmationType	0..1 BrokerConfirmationTypeEnum		direct

Usages

used by	used in	type	used
MarginCallBase	callAgreementType	range	AgreementName
MarginCallExposure	callAgreementType	range	AgreementName
MarginCallIssuance	callAgreementType	range	AgreementName
MarginCallResponse	callAgreementType	range	AgreementName
LegalAgreementIdentification	agreementName	range	AgreementName

Rules

Rule Applied	Preconditions	Postconditions	Elseconditions
slot_conditions	{'agreementType': {'equals_string': 'CreditSupportAgreement'}}	{'creditSupportAgreementType': {'value_presence': 'PRESENT'}}

Rule Applied	Preconditions	Postconditions	Elseconditions
slot_conditions	{'masterConfirmationAnnexType': {'value_presence': 'PRESENT'}}	{'masterConfirmationType': {'value_presence': 'PRESENT'}}

Rule Applied	Preconditions	Postconditions	Elseconditions
slot_conditions	{'creditSupportAgreementMarginType': {'value_presence': 'PRESENT'}}	{'creditSupportAgreementType': {'value_presence': 'PRESENT'}}

Comments

• Rosetta condition AgreementType is not stated in LinkML: if agreementType <> LegalAgreementTypeEnum -> Other then otherAgreement is absent else if agreementType <> LegalAgreementTypeEnum -> MasterAgreement then masterAgreementType is absent else if agreementType <> LegalAgreementTypeEnum -> MasterConfirmation then masterConfirmationType is absent and masterConfirmationAnnexType is absent else if agreementType <> LegalAgreementTypeEnum -> Confirmation then contractualDefinitionsType is absent and contractualTermsSupplement is absent and contractualMatrix is absent

Identifier and Mapping Information

Schema Source

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

Mappings

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

LinkML Source

Direct

name: AgreementName
description: Specifies the agreement name through an agreement type and optional detailed
  sub agreement type.
comments:
- 'Rosetta condition AgreementType is not stated in LinkML: if agreementType <> LegalAgreementTypeEnum
  -> Other then otherAgreement is absent else if agreementType <> LegalAgreementTypeEnum
  -> MasterAgreement then masterAgreementType is absent else if agreementType <> LegalAgreementTypeEnum
  -> MasterConfirmation then masterConfirmationType is absent and masterConfirmationAnnexType
  is absent else if agreementType <> LegalAgreementTypeEnum -> Confirmation then contractualDefinitionsType
  is absent and contractualTermsSupplement is absent and contractualMatrix is absent'
from_schema: https://w3id.org/lmodel/common-domain-model
attributes:
  agreementType:
    name: agreementType
    description: Specification of the legal agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: LegalAgreementTypeEnum
    required: true
  creditSupportAgreementType:
    name: creditSupportAgreementType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: Specification of the credit support agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: CreditSupportAgreementTypeEnum
  creditSupportAgreementMarginType:
    name: creditSupportAgreementMarginType
    description: specifies the type of margin for which a legal agreement is named.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: CollateralMarginTypeEnum
  contractualDefinitionsType:
    name: contractualDefinitionsType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The definitions such as those published by ISDA that will define
      the terms of the trade.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: ContractualDefinitionsEnum
    multivalued: true
  contractualTermsSupplement:
    name: contractualTermsSupplement
    description: A contractual supplement (such as those published by ISDA) that will
      apply to the trade.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: ContractualTermsSupplement
    multivalued: true
  contractualMatrix:
    name: contractualMatrix
    description: A reference to a contractual matrix of elected terms/values (such
      as those published by ISDA) that shall be deemed to apply to the trade. The
      applicable matrix is identified by reference to a name and optionally a publication
      date. Depending on the structure of the matrix, an additional term (specified
      in the matrixTerm element) may be required to further identify a subset of applicable
      terms/values within the matrix.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: ContractualMatrix
    multivalued: true
  masterAgreementType:
    name: masterAgreementType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: Specification of the master agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: MasterAgreementTypeEnum
  masterConfirmationType:
    name: masterConfirmationType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The type of master confirmation executed between the parties.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: MasterConfirmationTypeEnum
  masterConfirmationAnnexType:
    name: masterConfirmationAnnexType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The type of master confirmation annex executed between the parties.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: MasterConfirmationAnnexTypeEnum
  otherAgreement:
    name: otherAgreement
    description: Definition of an agreement that is not enumerated in the CDM.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    range: string
  brokerConfirmationType:
    name: brokerConfirmationType
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - AgreementName
    - BrokerConfirmation
    range: BrokerConfirmationTypeEnum
rules:
- preconditions:
    slot_conditions:
      agreementType:
        name: agreementType
        equals_string: CreditSupportAgreement
  postconditions:
    slot_conditions:
      creditSupportAgreementType:
        name: creditSupportAgreementType
        value_presence: PRESENT
  description: 'CreditSupportAgreement: A condition to ensure that the credit supoort
    agreement type is specified when required.'
- preconditions:
    slot_conditions:
      masterConfirmationAnnexType:
        name: masterConfirmationAnnexType
        value_presence: PRESENT
  postconditions:
    slot_conditions:
      masterConfirmationType:
        name: masterConfirmationType
        value_presence: PRESENT
  description: 'MasterConfirmation: If a master confirmation annex type is specified
    a master confirmation type must exist.'
- preconditions:
    slot_conditions:
      creditSupportAgreementMarginType:
        name: creditSupportAgreementMarginType
        value_presence: PRESENT
  postconditions:
    slot_conditions:
      creditSupportAgreementType:
        name: creditSupportAgreementType
        value_presence: PRESENT
  description: 'CSAMarginType: A condition to ensure that CSA margin type is only
    specified if a credit support agreemnt type is specified.'

Induced

name: AgreementName
description: Specifies the agreement name through an agreement type and optional detailed
  sub agreement type.
comments:
- 'Rosetta condition AgreementType is not stated in LinkML: if agreementType <> LegalAgreementTypeEnum
  -> Other then otherAgreement is absent else if agreementType <> LegalAgreementTypeEnum
  -> MasterAgreement then masterAgreementType is absent else if agreementType <> LegalAgreementTypeEnum
  -> MasterConfirmation then masterConfirmationType is absent and masterConfirmationAnnexType
  is absent else if agreementType <> LegalAgreementTypeEnum -> Confirmation then contractualDefinitionsType
  is absent and contractualTermsSupplement is absent and contractualMatrix is absent'
from_schema: https://w3id.org/lmodel/common-domain-model
attributes:
  agreementType:
    name: agreementType
    description: Specification of the legal agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: LegalAgreementTypeEnum
    required: true
  creditSupportAgreementType:
    name: creditSupportAgreementType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: Specification of the credit support agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: CreditSupportAgreementTypeEnum
  creditSupportAgreementMarginType:
    name: creditSupportAgreementMarginType
    description: specifies the type of margin for which a legal agreement is named.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: CollateralMarginTypeEnum
  contractualDefinitionsType:
    name: contractualDefinitionsType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The definitions such as those published by ISDA that will define
      the terms of the trade.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: ContractualDefinitionsEnum
    multivalued: true
  contractualTermsSupplement:
    name: contractualTermsSupplement
    description: A contractual supplement (such as those published by ISDA) that will
      apply to the trade.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: ContractualTermsSupplement
    multivalued: true
  contractualMatrix:
    name: contractualMatrix
    description: A reference to a contractual matrix of elected terms/values (such
      as those published by ISDA) that shall be deemed to apply to the trade. The
      applicable matrix is identified by reference to a name and optionally a publication
      date. Depending on the structure of the matrix, an additional term (specified
      in the matrixTerm element) may be required to further identify a subset of applicable
      terms/values within the matrix.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: ContractualMatrix
    multivalued: true
  masterAgreementType:
    name: masterAgreementType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: Specification of the master agreement type.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: MasterAgreementTypeEnum
  masterConfirmationType:
    name: masterConfirmationType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The type of master confirmation executed between the parties.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: MasterConfirmationTypeEnum
  masterConfirmationAnnexType:
    name: masterConfirmationAnnexType
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: scheme
    description: The type of master confirmation annex executed between the parties.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: MasterConfirmationAnnexTypeEnum
  otherAgreement:
    name: otherAgreement
    description: Definition of an agreement that is not enumerated in the CDM.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    range: string
  brokerConfirmationType:
    name: brokerConfirmationType
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: AgreementName
    domain_of:
    - AgreementName
    - BrokerConfirmation
    range: BrokerConfirmationTypeEnum
rules:
- preconditions:
    slot_conditions:
      agreementType:
        name: agreementType
        equals_string: CreditSupportAgreement
  postconditions:
    slot_conditions:
      creditSupportAgreementType:
        name: creditSupportAgreementType
        value_presence: PRESENT
  description: 'CreditSupportAgreement: A condition to ensure that the credit supoort
    agreement type is specified when required.'
- preconditions:
    slot_conditions:
      masterConfirmationAnnexType:
        name: masterConfirmationAnnexType
        value_presence: PRESENT
  postconditions:
    slot_conditions:
      masterConfirmationType:
        name: masterConfirmationType
        value_presence: PRESENT
  description: 'MasterConfirmation: If a master confirmation annex type is specified
    a master confirmation type must exist.'
- preconditions:
    slot_conditions:
      creditSupportAgreementMarginType:
        name: creditSupportAgreementMarginType
        value_presence: PRESENT
  postconditions:
    slot_conditions:
      creditSupportAgreementType:
        name: creditSupportAgreementType
        value_presence: PRESENT
  description: 'CSAMarginType: A condition to ensure that CSA margin type is only
    specified if a credit support agreemnt type is specified.'