(=>
(and
(instance ?Payment Payment)
(origin ?Payment
(CurrencyFn ?Account))
(instance ?Account FinancialAccount)
(transactionAmount ?Payment
(MeasureFn ?Amount ?CUNIT))
(currentAccountBalance ?Account
(ImmediatePastFn
(WhenFn ?Payment))
(MeasureFn ?Balance1 ?CUNIT))
(equal ?Balance2
(SubtractionFn ?Balance1 ?Amount)))
(currentAccountBalance ?Account
(ImmediateFutureFn
(WhenFn ?Payment))
(MeasureFn ?Balance2 ?CUNIT))) |
FinancialOntology.kif 410-426 |
If All of the following hold: (1) X is an instance of payment (2) X originates at the currency of Y (3) Y is an instance of financial account (4) Z W(s) is a transaction amount of X (5) Y current account balance immediately before the time of existence of X for V W(s) (6) equal U and (V and Z), then Y current account balance immediately after the time of existence of X for U W(s) |
(=>
(and
(instance ?Deposit Deposit)
(instance ?Account FinancialAccount)
(destination ?Deposit
(CurrencyFn ?Account))
(transactionAmount ?Deposit
(MeasureFn ?Amount ?CUNIT))
(currentAccountBalance ?Account
(ImmediatePastFn
(WhenFn ?Deposit))
(MeasureFn ?Balance1 ?CUNIT))
(equal ?Balance2
(AdditionFn ?Balance1 ?Amount)))
(currentAccountBalance ?Account
(ImmediateFutureFn
(FutureFn ?Deposit))
(MeasureFn ?Balance2 ?CUNIT))) |
FinancialOntology.kif 457-474 |
If All of the following hold: (1) X is an instance of deposit (2) Y is an instance of financial account (3) X ends up at the currency of Y (4) Z W(s) is a transaction amount of X (5) Y current account balance immediately before the time of existence of X for V W(s) (6) equal U and (V and Z), then Y current account balance immediately after after X for U W(s) |
(=>
(and
(instance ?Withdrawal Withdrawal)
(instance ?Account FinancialAccount)
(origin ?Withdrawal ?Account)
(transactionAmount ?Withdrawal
(MeasureFn ?Amount ?CUNIT))
(currentAccountBalance ?Account
(ImmediatePastFn
(WhenFn ?Withdrawal))
(MeasureFn ?Balance1 ?CUNIT))
(equal ?Balance2
(SubtractionFn ?Balance1 ?Amount)))
(currentAccountBalance ?Account
(ImmediateFutureFn
(FutureFn ?Withdrawal))
(MeasureFn ?Balance2 ?CUNIT))) |
FinancialOntology.kif 487-502 |
If All of the following hold: (1) X is an instance of withdrawing from an account (2) Y is an instance of financial account (3) X originates at Y (4) Z W(s) is a transaction amount of X (5) Y current account balance immediately before the time of existence of X for V W(s) (6) equal U and (V and Z), then Y current account balance immediately after after X for U W(s) |
(=>
(and
(instance ?Account FinancialAccount)
(minimumBalance ?Account UsingAnAccount
(MeasureFn ?Balance ?U))
(instance ?U UnitOfCurrency)
(currentAccountBalance ?Account ?Date
(MeasureFn ?Amount ?U))
(lessThan ?Amount ?Balance))
(exists (?Penalty)
(and
(instance ?Penalty Penalty)
(date ?Penalty ?Date)
(destination ?Penalty
(CurrencyFn ?Account))))) |
FinancialOntology.kif 723-736 |
If X is an instance of financial account, X is minimum balance using an account for Y Z(s), Z is an instance of unit of currency, X current account balance W for V Z(s), and V is less than Y, then there exists U such that U is an instance of penalizing, date of U is W, and U ends up at the currency of X |
(=>
(and
(agreementEffectiveDate ?Account ?Date)
(currentAccountBalance ?Account ?Date ?Balance))
(originalBalance ?Account ?Balance)) |
FinancialOntology.kif 744-748 |
If X is an agreement effective date of Y and Y current account balance X for Z, then Z is an original balance of Y |
(=>
(and
(currentAccountBalance ?Account ?Date
(MeasureFn ?Balance UnitedStatesDollar))
(lessThan ?Balance 0)
(equal ?Overdraft
(SubtractionFn 0 ?Balance)))
(overdraft ?Account
(MeasureFn ?Overdraft UnitedStatesDollar) ?Date)) |
FinancialOntology.kif 805-810 |
If X current account balance Y for Z united states dollar(s), Z is less than 0, and equal W and (0 and Z), then X is overdraft W united states dollar(s) for Y |
(=>
(and
(instance ?Refinancing Refinancing)
(time ?Refinancing ?Time)
(instance ?Loan Loan)
(securedBy ?Loan ?Collateral)
(borrower ?Loan ?Borrower)
(currentAccountBalance ?Loan ?Time ?Amount)
(patient ?Refinancing ?Loan))
(exists (?NewLoan ?Payment)
(and
(instance ?NewLoan Loan)
(borrower ?NewLoan ?Borrower)
(securedBy ?Loan ?Collateral)
(destination ?Payment
(CurrencyFn ?Loan))
(time ?Payment ?Time)
(origin ?Payment
(CurrencyFn ?NewLoan))
(transactionAmount ?Payment ?Amount)))) |
FinancialOntology.kif 1491-1508 |
If All of the following hold: (1) X is an instance of refinancing (2) X exists during Y (3) Z is an instance of loan (4) W is a secured by of Z (5) Z is the borrower of V (6) Z current account balance Y for U (7) Z is a patient of X, then All of the following hold: (1) there exist T (2) S such that T is an instance of loan (3) T is the borrower of V (4) W is a secured by of Z (5) S ends up at the currency of Z (6) S exists during Y (7) S originates at the currency of T (8) U is a transaction amount of S |
(=>
(and
(instance ?Bond CallableBond)
(currentAccountBalance
(AccountFn ?Bond) ?Date ?Amount)
(callDate ?Bond ?Date))
(amountDue
(AccountFn ?Bond) ?Amount ?Date)) |
FinancialOntology.kif 2530-2535 |
If X is an instance of callable bond, the account of X current account balance Y for Z, and Y is a call date of X, then the account of X amount due Z for Y |
currentAccountBalance