(=>
(and
(agreementPeriod ?AGREEMENT ?DURATION)
(agreementEffectiveDate ?AGREEMENT ?STARTDATE))
(holdsDuring
(TimePeriodFn ?STARTDATE ?DURATION)
(property ?AGREEMENT ActiveAgreement))) |
Mid-level-ontology.kif 15617-15622 |
If X is an agreement period of Y and Z is an agreement effective date of Y, then Y the attribute active agreement holds during a time that starts at Z and lasts for X |
(<=>
(and
(agreementPeriod ?Account ?Period)
(finishes ?End ?Period))
(maturityDate ?Account ?End)) |
FinancialOntology.kif 663-667 |
X is an agreement period of Y, Z finishes X if, and only if Z is a maturity date of Y |
(=>
(and
(instance ?Account CreditAccount)
(accountHolder ?Account ?Agent)
(principalAmount ?Account ?Principal)
(agreementPeriod ?Account ?Period)
(interestEarned ?Account ?Interest ?Period)
(equal ?Total
(AdditionFn ?Principal ?Interest)))
(holdsObligation ?Agent
(exists (?Payment)
(transactionAmount ?Payment ?Total)))) |
FinancialOntology.kif 1261-1271 |
If All of the following hold: (1) X is an instance of credit account (2) Y holds account X (3) Z is a principal amount of X (4) W is an agreement period of X (5) X is interest earned V for W (6) equal U and (Z and V), then Y is obliged to perform tasks of type there exists T such that U is a transaction amount of T |
(=>
(and
(borrower ?Loan ?Borrower)
(lender ?Loan ?Lender)
(agreementPeriod ?Loan ?Period)
(interestEarned ?Loan ?Interest ?Period))
(exists (?Payment)
(and
(origin ?Payment ?Borrower)
(transactionAmount ?Payment ?Interest)
(destination ?Payment ?Lender)))) |
FinancialOntology.kif 1299-1309 |
If X is the borrower of Y, Z lends X, W is an agreement period of X, and X is interest earned V for W, then there exists U such that U originates at Y, V is a transaction amount of U, and U ends up at Z |
(=>
(and
(instance ?Account Loan)
(borrower ?Account ?Agent)
(principalAmount ?Account ?Principal)
(agreementPeriod ?Account ?Period)
(interestEarned ?Account ?Interest ?Period)
(equal ?Total
(AdditionFn ?Principal ?Interest)))
(holdsObligation ?Agent
(exists (?Payment)
(transactionAmount ?Payment ?Total)))) |
FinancialOntology.kif 1311-1321 |
If All of the following hold: (1) X is an instance of loan (2) X is the borrower of Y (3) Z is a principal amount of X (4) W is an agreement period of X (5) X is interest earned V for W (6) equal U and (Z and V), then Y is obliged to perform tasks of type there exists T such that U is a transaction amount of T |
(=>
(and
(instance ?Loan BankTermLoan)
(agreementPeriod ?Loan ?Period)
(duration ?Period
(MeasureFn ?Duration YearDuration)))
(greaterThanOrEqualTo ?Duration 1)) |
FinancialOntology.kif 1539-1544 |
If X is an instance of bank term loan, Y is an agreement period of X, and duration of Y is Z year duration(s), then Z is greater than or equal to 1 |
(=>
(and
(instance ?Loan InterestOnlyLoan)
(agreementPeriod ?Loan ?Period)
(principalAmount ?Loan ?Principal)
(interestEarned ?Loan ?Interest ?Period))
(and
(amountDue ?Loan ?Principal
(EndFn ?Period))
(amountDue ?Loan ?Interest ?Date)
(before
(EndFn ?Date)
(EndFn ?Period)))) |
FinancialOntology.kif 1660-1669 |
If X is an instance of interest only loan, Y is an agreement period of X, Z is a principal amount of X, and X is interest earned W for Y, then X amount due Z for the end of Y, X amount due W for V, and the end of V happens before the end of Y |
(=>
(and
(instance ?Bond ZeroCouponBond)
(maturityDate
(AccountFn ?Bond) ?Date)
(possesses ?BondHolder ?Bond)
(principalAmount
(AccountFn ?Bond)
(MeasureFn ?Principal ?CUNIT))
(agreementPeriod
(AccountFn ?Bond) ?Period)
(interestEarned
(AccountFn ?Bond)
(MeasureFn ?Interest ?CUNIT) ?Period)
(equal ?Total
(AdditionFn ?Principal ?Interest)))
(exists (?Payment)
(and
(instance ?Payment Payment)
(destination ?Payment ?BondHolder)
(origin ?Payment
(AccountFn ?Bond))
(transactionAmount ?Payment
(MeasureFn ?Total ?CUNIT))))) |
FinancialOntology.kif 2374-2396 |
If All of the following hold: (1) X is an instance of zero coupon bond (2) Y is a maturity date of the account of X (3) Z possesses X (4) W V(s) is a principal amount of the account of X (5) U is an agreement period of the account of X (6) the account of X is interest earned T V(s) for U (7) equal S and (W and T), then there exists R such that R is an instance of payment and R ends up at Z and R originates at the account of X and S V(s) is a transaction amount of R |
(=>
(and
(instance ?Order IOCOrder)
(agreementPeriod ?Order ?Period))
(or
(exists (?Fill ?Time1)
(and
(instance ?Fill FillingAnOrder)
(patient ?Fill ?Order)
(equal
(WhenFn ?Fill) ?Time1)
(starts ?Time1 ?Period)))
(exists (?Kill ?Time2)
(and
(instance ?Kill CancellingAnOrder)
(patient ?Kill ?Order)
(equal
(WhenFn ?Kill) ?Time2)
(starts ?Time2 ?Period))))) |
FinancialOntology.kif 2873-2889 |
If X is an instance of IOC order and Y is an agreement period of X, then there exist Z, W such that Z is an instance of filling an order, X is a patient of Z, equal the time of existence of Z, W, and W starts Y or there exist V, U such that V is an instance of cancelling an order, X is a patient of V, equal the time of existence of V, U, and U starts Y |
(=>
(and
(instance ?Order FOKOrder)
(agreementPeriod ?Order ?Period))
(or
(exists (?Fill ?Time1)
(and
(instance ?Fill FillingAnOrder)
(patient ?Fill ?Order)
(equal
(WhenFn ?Fill) ?Time1)
(starts ?Time1 ?Period)))
(exists (?Kill ?Time2)
(and
(instance ?Kill CancellingAnOrder)
(patient ?Kill ?Order)
(equal
(WhenFn ?Kill) ?Time2)
(starts ?Time2 ?Period))))) |
FinancialOntology.kif 2900-2916 |
If X is an instance of FOK order and Y is an agreement period of X, then there exist Z, W such that Z is an instance of filling an order, X is a patient of Z, equal the time of existence of Z, W, and W starts Y or there exist V, U such that V is an instance of cancelling an order, X is a patient of V, equal the time of existence of V, U, and U starts Y |
(=>
(and
(instance ?Order GTCOrder)
(agreementPeriod ?Order ?Period))
(or
(exists (?Execute ?Time)
(and
(instance ?Execute FillingAnOrder)
(patient ?Execute ?Order)
(equal
(WhenFn ?Execute) ?Time)
(overlapsTemporally ?Time ?Period)))
(exists (?Cancel ?End)
(and
(instance ?Cancel CancellingAnOrder)
(patient ?Cancel ?Order)
(equal
(WhenFn ?Cancel) ?End)
(finishes ?End ?Period))))) |
FinancialOntology.kif 2936-2952 |
If X is an instance of GTC order and Y is an agreement period of X, then there exist Z, W such that Z is an instance of filling an order, X is a patient of Z, equal the time of existence of Z, W, and Y overlaps W or there exist V, U such that V is an instance of cancelling an order, X is a patient of V, equal the time of existence of V, U, and U finishes Y |
(<=>
(exists (?Period)
(and
(instance ?Loan Loan)
(agreementPeriod ?Loan ?Period)
(interestEarned ?Loan ?Amount ?Period)))
(loanInterest ?Loan ?Amount)) |
FinancialOntology.kif 3978-3984 |
There exists X such that Y is an instance of loan, X is an agreement period of Y, Y is interest earned Z for X if, and only if Z is a loan interest of Y |
(=>
(and
(loanFeeAmount ?Loan ?Amount)
(agreementPeriod ?Loan ?Period))
(interestEarned ?Loan ?Amount ?Period)) |
FinancialOntology.kif 4220-4224 |
If X is a loan fee amount of Y and Z is an agreement period of Y, then Y is interest earned X for Z |
agreementPeriod