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Adrian Jenks cdm - event - common - fun - Creation of an Agreement Event to support the capture of legal agreement changes#4626

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Adrian Jenks cdm - event - common - fun - Creation of an Agreement Event to support the capture of legal agreement changes#4626
regnosys-prod-user wants to merge 13 commits into
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rosetta-models:adria_635b9f93d2c223867fe2e1f-AgreementAmendments

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cdm - event - common - fun - Creation of an Agreement Event to support the capture of legal agreement changes

Background

To support the capture and processing of amendments to legal documents the event model has been updated to support an Agreement Event, which will allow changes to parties and contractual terms to be captured and applied to an existing record.

What is being released?

A new Agreement Event has been created that will support the capture of amendments to the terms of CSA legal agreement. As terms differ across the different types of Credit Support Annex versions multiple primitive instruction have been defined to ensure only terms applicable to the agreement type can be captured. Additionally changes have been made to the legal documentation area to capture the purpose of the amendment, and the amendment date and execution date. This has been requested by members to operate alongside the existing capture of digitised terms for a new CSA legal Agreement.

Review Directions

Changes can be reviewed in PR: #4626

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@regnosys-prod-user regnosys-prod-user requested a review from a team as a code owner April 23, 2026 09:50
@regnosys-prod-user regnosys-prod-user added the Rosetta Pull requests which can be viewed in Rosetta label Apr 23, 2026
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netlify Bot commented Apr 23, 2026

Deploy Preview for finos-cdm ready!

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What is being released?

Updated contribution PR based on comments received regarding the structure of the types to ensure no duplication of functionality with the AgreementEvent.. Changes reflect a common PartyChange instruction and individual primitive instructions for each agreement type.

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 6, 2026
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What is being released?

Amendments made to the AgreementEvent model as requested through the PR review process

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 19, 2026
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What is being released?

Updated to remove conflicts and code issues

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 19, 2026
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What is being released?

Updated based on review comments

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 21, 2026
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What is being released?

Updated primitiveInstruction structure to address PR comments

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@regnosys-prod-user regnosys-prod-user removed the Rosetta Pull requests which can be viewed in Rosetta label May 22, 2026
@regnosys-prod-user regnosys-prod-user added the Rosetta Pull requests which can be viewed in Rosetta label May 22, 2026
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What is being released?

Changes made to type structure and functions setup as per comments received.

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 26, 2026
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What is being released?

Structural updates made to remove issue with backwards compatibility and also restructure the Agreement event to align with the Business Event and remove the type amendment as the purpose of this has been included in the Agreement event through the provision of an agreementIntent type.

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@regnosys-prod-user regnosys-prod-user added Rosetta Pull requests which can be viewed in Rosetta and removed Rosetta Pull requests which can be viewed in Rosetta labels May 27, 2026
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Event model change to support Legal Agreement Documentation Amendment Process

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