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Agenda

• Welcome

• Antitrust

• Work through EMStoBMStoCAPIS Conversion Document

Meeting Minutes

• Work through EMStoBMStoCAPIS Conversion Document

  • In previous weeks we have worked on grouped items, but we have ran the course on what we believe is group and will start to work alphabetically (We made it through A and B )

  • Dan presented list of fields that are strings in BMS that were always intended to contain numeric properties, so striking "Desc" suffix from property names and some also ran afoul of the "BlahBlahsNum" vs. "BlahBlahQry" rule.

• These were reviewed in the meeting at a high level and we want to make sure these are intended to be numeric

  • Paulette will mark in the master document, and we can review next meeting.

• Fields with Code List naming. We have a number of code list that end with Code, some Type and some no description.

  • Paulette is assigned to look through the Code List and determine the method of naming that is used.

• Number vs Num

  • Paulette Look into this

• Memo/Desc/Notes

  • Paulette look into this

Great Job

Up Next

• Welcome

• Antitrust

• Meeting Minute Review

• Homework Review

  • Review Dan’s proposal for Desc to numeric values

    • Values were added and proposals made to keep existing values if the new name duplicated.

  • Review fields with code list method.

    • There is no method

      • Codes may be description, type, code or a mix of everything.

      • If it really is a Code do we need to have code or should it be dropped, we have a mix now.

      • If we have Type and they are types do we leave it type or remove type, we have a mix now.

  • Do we Need Num or Number

    • We have 109 values that have Num in CAPIS, This would be an individual review because some can have the num or number removed with no impact and others sound better with it.

  • Memo, Desc, Notes

    • We have 39 Memo

      • Most Memo are Character Infinity, the ones that are not, I would change to be the same or change the name

    • We have 13 Note/Notes

      • Due to the BMS Appendix A stating we would consolidate Memo/Notes/Comments/Remarks to Memo, I would recommend changing these to memo or a different name.

        • Previously we changed ErrorNotes to errorDocuments, ConditionalNotes to conditionalDocuments and StatusNotes to statusDocuments.

    • We have 4 comment/Comments that can be changed to memo

    • We have 105 Desc

      • Description or Desc is not part of the BMS Appenix A consolidation

      • Some Desc or Description can be removed with no impact, there are others that need it to identify its more details on another field.

      • Individual research

    • We have 3 remarks that were changed to Memo

• Work on EMStoBMStoCAPIS Conversion Document, Starting with CComplete 2024R1

• EMStoBMStoCAPIS (Last 225)

• Webinar

Meeting Minutes

• Complete 2024R1

  • CAPA Tier 1 parts Code List

    • Last week Architecture discussed adding a new code list in Party Type

    • Mitchell meet and decided it was not a rush and not a request Michell will make

      • Intertech should request this code

      • Another Committee can propose this and bring it to Architecture if needed

  • How are we going to include the EMStoBMStoCAPIS document to the webpage

    • This should be part of a release in the future (BMS or CAPIS or High Level)?

    • For this release it will be added to the Top of the Release page.

    • It will need a version

• Process to add BMS to CAPIS Code List

  • We need to sync the ones we have added from the first release

  • Others will be added as we go

• EMStoBMStoCAPIS

  • Aggregate Column to show if the name is for an Aggregate vs a field.

  • Currency Needs Amt, Amt move to end to make it sound better

  • Abbreviation of DT for Date was removed and the fields that ended in DT was changed to Date

  • ListPrice is a critical item, the name is fine for CAPIS but the BMS comment is not correct. (Moved to Parking Lot)

  • Need a more specific rule for the abbreviations list, do we always end with abbreviation, do we always use abbreviation.

• Webinar

  • Reviewed PowerPoint and made some changes and allocated who was speaking to each slide

Great Job

Up Next

• Welcome

• Antitrust

• Meeting Minute Review

• Finish EMStoBMStoCAPIS

• Get Rule on Abbreviation

Action items

Decisions

Reference