Role Assignment [Dido Solutions, Inc Wiki]

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====== Role Assignment ======

[[public:99_annexes:annex-b-terms-and-definitions:start|Go up to Terms and Definitions]]

===== Discussion =====

A Role Assignment associates an entity with a [[public:99_annexes:annex-b-terms-and-definitions:r:role|Role]] in a specified context.

A Role defines a function, capacity, or position that may be performed or held. A Role Assignment identifies the entity that performs or holds that Role in a particular activity, transaction, contract, agreement, process, situation, or regulatory context.

The entity may be a [[public:99_annexes:annex-b-terms-and-definitions:p:party|Party]] or another entity permitted by the applicable model. When a Party performs a Role, the Role Assignment provides the relationship through which the Party participates in the specified context.

A Role Assignment may identify:

  * The entity performing or holding the Role
  * The assigned Role
  * The context in which the Role applies
  * The effective period of the assignment
  * The authority or basis for the assignment
  * A represented Party, when the entity acts on behalf of another Party
  * The status of the assignment
  * Applicable constraints
  * Evidence supporting the assignment
  * Provenance describing how the assignment was established

The Role Assignment is distinct from the entity, the Role, and the context. A change to a Role Assignment does not change the identity of the entity or the definition of the Role.

===== Definition =====

> //relationship that associates an entity with a [[public:99_annexes:annex-b-terms-and-definitions:r:role|Role]] in a specified context//

===== Source =====

Adapted from:

  * [[https://www.omg.org/spec/Commons/1.3|OMG Commons Ontology Library, Version 1.3]]
    * Relevant ontologies: Roles and Compositions, and Parties and Situations
    * Relevant concepts and relationships: Role, Party Role, is played by, has party role, and applicable period
    * OMG File ID: formal/26-06-05
    * Retrieved: 2026-10-08

The term //Role Assignment// names the explicit relationship structure used by this corpus. OMG Commons provides the underlying concepts of Role, performer, context, and applicable period but does not define a concept having this exact name.

The permanent source record should be maintained in the applicable public References annex when a reference identifier is assigned.

===== Note =====

  * A Role Assignment is distinct from the Role being assigned
  * A Role Assignment is distinct from the entity performing or holding the Role
  * An entity may have multiple Role Assignments
  * The same Role may be assigned to multiple entities when the applicable context permits
  * Assignments of the same Role in different contexts are separate Role Assignments
  * A Role Assignment may be limited to a specified effective period
  * A Role Assignment does not, by itself, establish that the entity is authorized, qualified, or eligible to perform the Role
  * When an entity acts on behalf of another Party, the performing entity and the represented Party are recorded separately
  * Ending a Role Assignment does not remove the entity, redefine the Role, or erase the historical assignment
  * Evidence and provenance may be retained to explain how the assignment was established, changed, or terminated

===== Example =====

Example Bank participates in an FX Trade as a counterparty.

The applicable Role Assignment identifies:

  * Example Bank as the Party performing the Role
  * Counterparty as the Role
  * The FX Trade as the context
  * The period during which the assignment applies

If Example Bank is also responsible for regulatory reporting, that responsibility is represented by a separate Role Assignment identifying Reporting Counterparty as the Role and the applicable reporting context.

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