(=>
(and
(principalAmount ?Account
(MeasureFn ?Balance ?CUNIT))
(fixedInterestRate ?Account ?Rate)
(simpleInterest ?Account
(MeasureFn ?Amount ?CUNIT) ?Period)
(equal ?Rate_Decimal
(DivisionFn ?Rate 100)))
(equal ?Amount
(MultiplicationFn ?Balance ?Rate_Decimal))) |
FinancialOntology.kif 559-569 |
If X Y(s) is a principal amount of Z, W is a fixed interest rate of Z, Z is simple interest V Y(s) for U, and equal ?Rate_Decimal, W, and 100, then equal V, X, and ?Rate_Decimal |
(=>
(and
(simpleInterest ?Account
(MeasureFn ?Interest ?CUNIT) ?Period)
(principalAmount ?Account
(MeasureFn ?Principal ?CUNIT))
(equal ?Rate_Decimal
(DivisionFn ?Interest ?Principal))
(equal ?Rate
(MultiplicationFn ?Rate_Decimal 100.0)))
(interestRatePerPeriod ?Account ?Rate ?Period)) |
FinancialOntology.kif 608-618 |
If X is simple interest Y Z(s) for W, V Z(s) is a principal amount of X, equal ?Rate_Decimal, Y, and V, and equal U, ?Rate_Decimal, and 100.0, then X is interest rate per period U for W |
(=>
(and
(maturityDate ?Account ?Date)
(principalAmount ?Account ?Principal))
(amountDue ?Account ?Principal ?Date)) |
FinancialOntology.kif 657-661 |
If X is a maturity date of Y and Z is a principal amount of Y, then Y amount due Z for X |
(=>
(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
(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 SinglePaymentLoan)
(principalAmount ?Loan ?Principal)
(maturityDate ?Loan ?Maturity))
(amountDue ?Loan ?Principal ?Maturity)) |
FinancialOntology.kif 1641-1646 |
If X is an instance of single payment loan, Y is a principal amount of X, and Z is a maturity date of X, then X amount due Y for Z |
(=>
(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 |
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