ores.refdata.ois_convention

Table of Contents

Defines the fixed-leg and overnight floating-leg parameters for an OIS. OIS are used to bootstrap risk-free overnight discount curves (e.g. EONIA, SOFR, SONIA). Corresponds to the <OIS> element in ORE conventions.xml.

Flags

Primary key

Unique convention identifier.

Examples: 'EUR-OIS-CONVENTIONS', 'USD-OIS-CONVENTIONS'.

std::string("EUR-OIS-CONVENTIONS")

Natural keys

Columns

spot_lag

Number of business days from trade date to spot date.

2

index

Overnight index identifier (e.g. 'EUR-EONIA', 'USD-SOFR').

std::string("EUR-EONIA")

fixed_day_count_fraction

Day count fraction for the fixed leg (canonical FpML).

std::string("ACT/360")

fixed_calendar

Fixed-leg payment calendar (e.g. 'TARGET').

std::string("TARGET")

payment_lag

Number of business days between period end and payment.

std::nullopt

end_of_month

Whether end-of-month convention applies.

std::nullopt

fixed_frequency

Fixed-leg payment frequency (canonical CDM, e.g. 'Annual').

std::nullopt

fixed_convention

Business day convention for fixed coupon dates (canonical FpML).

std::nullopt

fixed_payment_convention

Business day convention for fixed payment dates (canonical FpML).

std::nullopt

rule

Date generation rule for the schedule (e.g. 'Backward', 'CDS2015').

std::nullopt

payment_calendar

Payment calendar override (e.g. 'TARGET').

std::nullopt

rate_cutoff

Number of fixing days before period end that rate is locked.

std::nullopt

SQL

Flags

C++

Flags

Repository

Domain includes

#include <chrono>
#include <string>
#include <optional>

Entity includes

#include <string>
#include <optional>
#include "sqlgen/Timestamp.hpp"

Conventions

Table display

column header
id Id
index Index
spot_lag Spot Lag
fixed_day_count_fraction Fixed DCF
modified_by Modified By
version Version

Qt

Detail fields

field label widget type is_key is_required placeholder
id Id idEdit line_edit true true Enter convention id
index Index indexEdit line_edit   true e.g. EUR-EONIA
spot_lag Spot Lag spotLagEdit spin_box      
fixed_day_count_fraction Fixed Day Count Fraction fixedDayCountFractionEdit line_edit   true e.g. ACT/360
fixed_calendar Fixed Calendar fixedCalendarEdit line_edit     e.g. TARGET
payment_lag Payment Lag paymentLagEdit spin_box      
fixed_frequency Fixed Frequency fixedFrequencyEdit line_edit     e.g. Annual
fixed_convention Fixed Convention fixedConventionEdit line_edit     e.g. ModifiedFollowing
fixed_payment_convention Fixed Payment Convention fixedPaymentConventionEdit line_edit     e.g. Following
rule Rule ruleEdit line_edit     e.g. Backward
payment_calendar Payment Calendar paymentCalendarEdit line_edit     e.g. TARGET
rate_cutoff Rate Cutoff rateCutoffEdit spin_box      
end_of_month End Of Month endOfMonthEdit check_box      

Columns (Qt model)

enum_name field header type width
Id id Id string 200
Index index Index string 140
SpotLag spot_lag Spot Lag int 80
FixedDayCountFraction fixed_day_count_fraction Fixed DCF string 100
Version version Version int 80
ModifiedBy modified_by Modified By string 120
RecordedAt recorded_at Recorded At timestamp 150

Custom repository methods

See also

Emacs 29.1 (Org mode 9.6.6)