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common-domain-model

Class: LegalAgreement

The specification of a legal agreement between two parties, being negotiated or having been executed. This includes the baseline information and the optional specialised elections

URI: common_domain_model:LegalAgreement

 classDiagram
    class LegalAgreement
    click LegalAgreement href "../LegalAgreement/"
      LegalAgreementBase <|-- LegalAgreement
        click LegalAgreementBase href "../LegalAgreementBase/"
      
      LegalAgreement : agreementDate
        
      LegalAgreement : agreementTerms
        
          
    
        
        
        LegalAgreement --> "0..1" AgreementTerms : agreementTerms
        click AgreementTerms href "../AgreementTerms/"
    

        
      LegalAgreement : attachment
        
          
    
        
        
        LegalAgreement --> "*" Resource : attachment
        click Resource href "../Resource/"
    

        
      LegalAgreement : contractualParty
        
          
    
        
        
        LegalAgreement --> "1..*" Party : contractualParty
        click Party href "../Party/"
    

        
      LegalAgreement : effectiveDate
        
      LegalAgreement : identifier
        
          
    
        
        
        LegalAgreement --> "*" Identifier : identifier
        click Identifier href "../Identifier/"
    

        
      LegalAgreement : legalAgreementIdentification
        
          
    
        
        
        LegalAgreement --> "1" LegalAgreementIdentification : legalAgreementIdentification
        click LegalAgreementIdentification href "../LegalAgreementIdentification/"
    

        
      LegalAgreement : otherParty
        
          
    
        
        
        LegalAgreement --> "*" PartyRole : otherParty
        click PartyRole href "../PartyRole/"
    

        
      LegalAgreement : relatedAgreements
        
          
    
        
        
        LegalAgreement --> "*" LegalAgreement : relatedAgreements
        click LegalAgreement href "../LegalAgreement/"
    

        
      LegalAgreement : umbrellaAgreement
        
          
    
        
        
        LegalAgreement --> "0..1" UmbrellaAgreement : umbrellaAgreement
        click UmbrellaAgreement href "../UmbrellaAgreement/"

Inheritance

Section titled “Inheritance”

Slots

Section titled “Slots”
Name Cardinality and Range Description Inheritance
agreementTerms 0..1
AgreementTerms		 Specification of the content of the legal agreement direct
relatedAgreements *
LegalAgreement		 Specifies the agreement(s) that govern the agreement, either as a reference t… direct
umbrellaAgreement 0..1
UmbrellaAgreement		 Specifies a set of legal entities which are part of a legal agreement beyond … direct
agreementDate 0..1
date		 The date on which the legal agreement has been agreed between the parties LegalAgreementBase
effectiveDate 0..1
date		 The date on which, or as of which, the agreement is effective, if different f… LegalAgreementBase
identifier *
Identifier		 The legal agreement identifier LegalAgreementBase
legalAgreementIdentification 1
LegalAgreementIdentification		 The type of legal agreement, identified via a set of composable attributes: a… LegalAgreementBase
contractualParty 1..*
Party		 The two contractual parties to the legal agreement, which reference informati… LegalAgreementBase
otherParty *
PartyRole		 The role(s) that other party(ies) may have in relation to the legal agreement… LegalAgreementBase
attachment *
Resource		 A human readable document, for example a confirmation LegalAgreementBase
Expressions & Logic

All Of

Section titled “All Of”

The class must satisfy all of:

  • AnonymousClassExpression({ ‘description’: (’AgreementType: Either the Agreement Terms (i.e. a bilateral or one way ’ ’agreement) or an Umbrella Agreement (i.e. an agreement where multiple ’ ’parties and variations of terms are described within a single document but ’ ’represent multiple agreements for operational purposes) should be included, ’ ‘but not both.’), ‘exactly_one_of’: [AnonymousClassExpression({ ‘slot_conditions’: {‘agreementTerms’: SlotDefinition({‘name’: ‘agreementTerms’, ‘value_presence’: PresenceEnum(text=‘PRESENT’)})} }), AnonymousClassExpression({ ‘slot_conditions’: {‘umbrellaAgreement’: SlotDefinition({‘name’: ‘umbrellaAgreement’, ‘value_presence’: PresenceEnum(text=‘PRESENT’)})} })] })

Usages

Section titled “Usages”
used by used in type used
AgreementEvent after range LegalAgreement
AgreementInstruction before range LegalAgreement
CollateralPortfolio legalAgreement range LegalAgreement
ContractDetails documentation range LegalAgreement
ContractFormationInstruction legalAgreement range LegalAgreement
LegalAgreement relatedAgreements range LegalAgreement
CreditSupportDocumentElection creditSupportDocument range LegalAgreement

Comments

Section titled “Comments”
  • Rosetta condition ConsistentlyExecutedAgreements is not stated in LinkML: if relatedAgreements exists and agreementDate exists then relatedAgreements -> agreementDate exists
  • Rosetta condition AgreementVerification is not stated in LinkML: if agreementTerms -> agreement -> securityAgreementElections exists then legalAgreementIdentification -> agreementName -> agreementType = LegalAgreementTypeEnum -> SecurityAgreement else if agreementTerms -> agreement -> creditSupportAgreementElections exists then legalAgreementIdentification -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum -> CreditSupportAnnex or legalAgreementIdentification -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum -> CreditSupportDeed else if agreementTerms -> agreement -> collateralTransferAgreementElections exists then legalAgreementIdentification -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum -> CollateralTransferAgreement else if agreementTerms -> agreement -> masterAgreementElections exists then legalAgreementIdentification -> agreementName -> agreementType = LegalAgreementTypeEnum -> MasterAgreement

Identifier and Mapping Information

Section titled “Identifier and Mapping Information”

Annotations

Section titled “Annotations”
property value
rosetta_root_type true
rosetta_metadata key

Schema Source

Section titled “Schema Source”

Mappings

Section titled “Mappings”
Mapping Type Mapped Value
self common_domain_model:LegalAgreement
native common_domain_model:LegalAgreement

LinkML Source

Section titled “LinkML Source”

Direct

Section titled “Direct”
name: LegalAgreement
annotations:
  rosetta_root_type:
    tag: rosetta_root_type
    value: 'true'
  rosetta_metadata:
    tag: rosetta_metadata
    value: key
description: The specification of a legal agreement between two parties, being negotiated
  or having been executed. This includes the baseline information and the optional
  specialised elections
comments:
- 'Rosetta condition ConsistentlyExecutedAgreements is not stated in LinkML: if relatedAgreements
  exists and agreementDate exists then relatedAgreements -> agreementDate exists'
- 'Rosetta condition AgreementVerification is not stated in LinkML: if agreementTerms
  -> agreement -> securityAgreementElections exists then legalAgreementIdentification
  -> agreementName -> agreementType = LegalAgreementTypeEnum -> SecurityAgreement
  else if agreementTerms -> agreement -> creditSupportAgreementElections exists then
  legalAgreementIdentification -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum
  -> CreditSupportAnnex or legalAgreementIdentification -> agreementName -> creditSupportAgreementType
  = CreditSupportAgreementTypeEnum -> CreditSupportDeed else if agreementTerms ->
  agreement -> collateralTransferAgreementElections exists then legalAgreementIdentification
  -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum
  -> CollateralTransferAgreement else if agreementTerms -> agreement -> masterAgreementElections
  exists then legalAgreementIdentification -> agreementName -> agreementType = LegalAgreementTypeEnum
  -> MasterAgreement'
from_schema: https://w3id.org/lmodel/common-domain-model
is_a: LegalAgreementBase
attributes:
  agreementTerms:
    name: agreementTerms
    description: Specification of the content of the legal agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - LegalAgreement
    range: AgreementTerms
  relatedAgreements:
    name: relatedAgreements
    description: Specifies the agreement(s) that govern the agreement, either as a
      reference to such agreements when specified as part of the CDM, or through identification
      of some of the key terms of those agreements, such as the type of agreement,
      the publisher, the vintage, the agreement identifier and the agreement date.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - LegalAgreement
    range: LegalAgreement
    multivalued: true
  umbrellaAgreement:
    name: umbrellaAgreement
    description: Specifies a set of legal entities which are part of a legal agreement
      beyond the two contracting parties to that agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    domain_of:
    - LegalAgreement
    range: UmbrellaAgreement
all_of:
- description: 'AgreementType: Either the Agreement Terms (i.e. a bilateral or one
    way agreement) or an Umbrella Agreement (i.e. an agreement where multiple parties
    and variations of terms are described within a single document but represent multiple
    agreements for operational purposes) should be included, but not both.'
  exactly_one_of:
  - slot_conditions:
      agreementTerms:
        name: agreementTerms
        value_presence: PRESENT
  - slot_conditions:
      umbrellaAgreement:
        name: umbrellaAgreement
        value_presence: PRESENT

Induced

Section titled “Induced”
name: LegalAgreement
annotations:
  rosetta_root_type:
    tag: rosetta_root_type
    value: 'true'
  rosetta_metadata:
    tag: rosetta_metadata
    value: key
description: The specification of a legal agreement between two parties, being negotiated
  or having been executed. This includes the baseline information and the optional
  specialised elections
comments:
- 'Rosetta condition ConsistentlyExecutedAgreements is not stated in LinkML: if relatedAgreements
  exists and agreementDate exists then relatedAgreements -> agreementDate exists'
- 'Rosetta condition AgreementVerification is not stated in LinkML: if agreementTerms
  -> agreement -> securityAgreementElections exists then legalAgreementIdentification
  -> agreementName -> agreementType = LegalAgreementTypeEnum -> SecurityAgreement
  else if agreementTerms -> agreement -> creditSupportAgreementElections exists then
  legalAgreementIdentification -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum
  -> CreditSupportAnnex or legalAgreementIdentification -> agreementName -> creditSupportAgreementType
  = CreditSupportAgreementTypeEnum -> CreditSupportDeed else if agreementTerms ->
  agreement -> collateralTransferAgreementElections exists then legalAgreementIdentification
  -> agreementName -> creditSupportAgreementType = CreditSupportAgreementTypeEnum
  -> CollateralTransferAgreement else if agreementTerms -> agreement -> masterAgreementElections
  exists then legalAgreementIdentification -> agreementName -> agreementType = LegalAgreementTypeEnum
  -> MasterAgreement'
from_schema: https://w3id.org/lmodel/common-domain-model
is_a: LegalAgreementBase
attributes:
  agreementTerms:
    name: agreementTerms
    description: Specification of the content of the legal agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreement
    range: AgreementTerms
  relatedAgreements:
    name: relatedAgreements
    description: Specifies the agreement(s) that govern the agreement, either as a
      reference to such agreements when specified as part of the CDM, or through identification
      of some of the key terms of those agreements, such as the type of agreement,
      the publisher, the vintage, the agreement identifier and the agreement date.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreement
    range: LegalAgreement
    multivalued: true
  umbrellaAgreement:
    name: umbrellaAgreement
    description: Specifies a set of legal entities which are part of a legal agreement
      beyond the two contracting parties to that agreement.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreement
    range: UmbrellaAgreement
  agreementDate:
    name: agreementDate
    description: The date on which the legal agreement has been agreed between the
      parties. This corresponds to the Date of Deed in an English Law document.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreementBase
    range: date
  effectiveDate:
    name: effectiveDate
    description: The date on which, or as of which, the agreement is effective, if
      different from the agreement date. It is expected that it will most often correspond
      to the agreement date, although there could be situations where the parties
      will explicitly agree on a distinct effective date.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    owner: LegalAgreement
    domain_of:
    - CodeValue
    - AgreementEventInstruction
    - ClosedState
    - CounterpartyPositionBusinessEvent
    - IndexTransitionInstruction
    - StockSplitInstruction
    - PriceQuantity
    - FallbackRateParameters
    - CalculationPeriodDates
    - LegalAgreementBase
    - EventInstruction
    - MinimumTransferAmountAmendment
    - TerminationCurrencyAmendment
    - CancelableProvision
    - EconomicTerms
    range: date
  identifier:
    name: identifier
    description: The legal agreement identifier. Several identifiers can be specified.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    owner: LegalAgreement
    domain_of:
    - AssetBase
    - AssetIdentifier
    - ProductIdentifier
    - AssignedIdentifier
    - BusinessUnit
    - EntityIdentifier
    - PartyIdentifier
    - PersonIdentifier
    - TransferBase
    - ContractualDefinition
    - FloatingRateIndexMap
    - CompositionStep
    - InstructionComposition
    - LegalAgreementBase
    - NonLegalEntity
    - OtherAgreement
    - AvailableInventory
    - InventoryRecord
    - ClauseLibraryClause
    - ClauseLibraryClauseVariant
    - Clause
    - EligibleCollateralSpecification
    - NonTransferableProduct
    range: Identifier
    multivalued: true
  legalAgreementIdentification:
    name: legalAgreementIdentification
    description: 'The type of legal agreement, identified via a set of composable
      attributes: agreementName, publisher, governing law and version, e.g. ISDA 2013
      Standard Credit Support Annex English Law.'
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreementBase
    range: LegalAgreementIdentification
    required: true
  contractualParty:
    name: contractualParty
    annotations:
      rosetta_metadata:
        tag: rosetta_metadata
        value: reference
    description: The two contractual parties to the legal agreement, which reference
      information is positioned as part of the partyInformation attribute.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreementBase
    range: Party
    required: true
    multivalued: true
    minimum_cardinality: 2
    maximum_cardinality: 2
  otherParty:
    name: otherParty
    description: The role(s) that other party(ies) may have in relation to the legal
      agreement, further to the contractual parties.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreementBase
    - ClauseLibraryClause
    - ClauseLibraryClauseVariant
    range: PartyRole
    multivalued: true
  attachment:
    name: attachment
    description: A human readable document, for example a confirmation.
    from_schema: https://w3id.org/lmodel/common-domain-model/cdm_legaldocumentation_common
    rank: 1000
    owner: LegalAgreement
    domain_of:
    - LegalAgreementBase
    range: Resource
    multivalued: true
all_of:
- description: 'AgreementType: Either the Agreement Terms (i.e. a bilateral or one
    way agreement) or an Umbrella Agreement (i.e. an agreement where multiple parties
    and variations of terms are described within a single document but represent multiple
    agreements for operational purposes) should be included, but not both.'
  exactly_one_of:
  - slot_conditions:
      agreementTerms:
        name: agreementTerms
        value_presence: PRESENT
  - slot_conditions:
      umbrellaAgreement:
        name: umbrellaAgreement
        value_presence: PRESENT