Workshop

Ontological Specification of Interoperability Semantics for Financial Information and Business Reporting Systems

Monday Morning -- 8:00—1:00 – Overview of Concepts – 30 minute sessions (20 present +10 questions).

• 8:00 – Introduction – Roger and Bill
• 8:30 – An Ontological Overview – John Sowa. Slides and Paper.
• 9:00 – Ontological Expressivity – Leo Obrst. Slides and Paper.
• 9:30 – 15 minute break
• 9:45 – 10:15 – ISO-IEC 15944-4 – The Open-edi Accounting & Economic Ontology  -- Bill McCarthy. Slides.
• 10:15 – UN/CEFACT – The Unified Modeling Methodology for eBusiness Collaboration – Christian Huemer and Philipp Liegl. Slides and Paper.
• 10:45 – 15 minute break
• 11:00 – XBRL for Entity Reporting – David vun Kannon. Slides.
• 11:30 – XBRL Global Ledger – Eric Cohen. Slides.
• 12:00 – SDMX Overview – Rene Piche and Afron Gregroy. Slides and Slides.
• 12:30 – Morning Wrap-up – Roger & Bill
• 1:00 – 2:00 – Lunch (on own)

Monday Afternoon -- 2:00—6:00 – Work in small groups (groups of 5-6 with mixed advocacy)

• 2:00 – 2:30 – Workgroup Overview – as assigned by Roger & Bill . Slides. Objectives.
• 2:30 – 5:00 – Groups work
• 4:30 – 6:00 – Groups report
• 6:00 Day #1 – break for dinner and groups will continue to work at night (let people switch to a different group if they want)

Tuesday Morning – 8:00 – 1:00 – Continued group work

• 8:00 – 8:30 – Report of progress so far – Roger & Bill
• 8:30 – 10:00 – Realigned groups (where people choose their group) meet and discuss
• 10:00 – 10:30 Break
• 10:30 – 11:30 – Groups reconvene:
• Present point-counterpoint overviews (no voting on majority opinions).
• Present list of research topics and research directions
• 11:30 – 1:00 – Final group presentations (15 minutes each)

GROUPS & TOPICS:

• 1. Building an accounting ontology –  SUMO exercise, building familiarization with domain & method. Organization Slides and Report Slides.
• 2. The case for/against ontological expressivity and formal methods for financial interoperability standards. Organization Slides and Report Slides.
• 3. The outlook for accounting and business reporting  interoperability within entities (horizontal and vertical). Organization Slides, Report Slides, and Schema Graphic.
• 4. The outlook for accounting and business reporting interoperability between entities (horizontal and vertical). Organization Sides and Report Slides and Spreadsheet.

 Team Assignments:

 Workshop Leaders: Roger Debreceny and Bill McCarthy