Party, issuer & legal entity
Establish stable identity across customers, counterparties, issuers, funds, brokers, venues and regulators.
- Legal entity and role
- Identifiers and provenance
- Ownership and relationships
Financial services ontology consulting
One governed meaning layer across the financial value chain.
SDS connects market, portfolio, trading, risk, regulatory and cyber data so analysts, controls and AI systems can work from the same identity, relationships, rules and evidence.
Financial ontology starter packs
Bounded domains. Enterprise alignment.
Each starter pack includes business questions, core concepts, relationships, representative constraints, standards candidates and sample artifacts. These are implementation accelerators—not standards endorsements.
Financial instrument, equity & ETF
Connect classification, terms, listing, issuer, constituent, identifier and lifecycle.
- Instrument identity
- ETF composition
- FIBO alignment candidates
Market data & price
Represent quotes, trades, bars, venues, timestamps, quality and lineage as comparable observations.
- Temporal observations
- Source and entitlement
- Price-quality constraints
Corporate action & event
Relate earnings, dividends, splits, filings, ratings and news events to affected instruments and portfolios.
- Event identity and time
- Cause and impact
- Evidence provenance
Portfolio, holding & position
Give holdings a governed relationship to account, mandate, strategy, benchmark, exposure and valuation.
- Portfolio hierarchy
- Position over time
- Exposure reasoning
Order, trade & execution
Connect instructions, algorithms, venues, fills, allocations and transaction-cost evidence.
- Order-to-fill lineage
- CDM alignment candidates
- Execution-quality questions
Risk, exposure & limit
Model risk measures, scenarios, limits, breaches, controls and accountable owners.
- Exposure aggregation
- Limit applicability
- Decision evidence
Regulation & control
Trace obligations through policies, controls, data, reports and the processes that produce evidence.
- Obligation-to-control
- Reporting lineage
- Policy validation
Prediction, signal & model evidence
Separate model, feature, prediction, confidence, observation, explanation and approval context.
- Feature lineage
- Model governance
- Explainable evidence paths
Cyber threat & business impact
Connect technology dependencies and threats to financial data products, decisions, controls and obligations.
- STIX/UCO candidates
- Asset dependencies
- Business-impact paths
Value-chain activation
From acquisition to decision intelligence.
| Value-chain stage | Ontology contribution | AI / analytics activation |
|---|---|---|
| Market data acquisition | Source, identity, timestamp, rights and quality meaning | Comparable, lineage-aware observations |
| Research & discovery | Issuer, instrument, event and evidence relationships | Grounded search and event intelligence |
| Signal generation | Feature, model, prediction and confidence semantics | Explainable signals and model oversight |
| Portfolio & risk | Holding, exposure, scenario, limit and obligation | Contextual portfolio reasoning |
| Trading & operations | Order, execution, venue, control and lineage | Execution analytics and traceability |
Choose a bounded beginning
Start with one decision, not the whole enterprise.
We connect a priority business question to the smallest viable ontology, representative sources and measurable evidence.