ChristopheDucamp at 17:53, 6 November 2006

2006-11-06T17:53:43Z

New page

= Etat de l'art sur les formats de Monnaie =

Cette page rassemble de l'information sur les pratiques existantes et standards pour représenter la monnaie et les nombres/montants qualifiés pour la monnaie.

==Formats==

===UBL===

"[http://docs.oasis-open.org/ubl/cd-UBL-1.0/ UBL] is designed to provide a universally understood and recognized commercial syntax for legally binding business documents and to operate within a standard business framework such as ISO 15000 (ebXML) to provide a complete, standards-based infrastructure that can extend the benefits of existing EDI systems to businesses of all sizes."

UBL uses the following semantics for currency amounts:
*Amount (enclosed the value)
**amountCurrencyCodeListVersionID (ex. "0.3") - no longer used in 2.0
**amountCurrencyID (ex. "USD")

In addition, UBL uses the following semantics to specify a price for a product/service:
*Price
**PriceAmount qualified with a currencyID,
**BaseQuantity (usually 1) qualified with a unitCode.

So, according to UBL at least, a base quantity is an integral part of a price.

===XBRL===

[http://www.xbrl.org XBRL] is an XML-based business reporting language.

In XBRL, a currency is just another simple unit of measure.

In XBRL, a unit of measure can be simple or complex. A simple unit of measure if for instance "feet" while a complex unit of measure is "Euros per share".

Units of measurement can be specified anywhere in the XBRL document and assigned a unique identifier, then referred to from numerical facts.

The following examples show adapted versions of the [http://www.xbrl.org/Specification/XBRL-RECOMMENDATION-2003-12-31+Corrected-Errata-2005-11-07.htm#_example_20 XML examples].

In the adaptation, we have dropped the distinction that XBRL makes between the concept of "unit" and the concept of "measure". We only kept the notion of "unit", allowing a content fragment of class "unit" to contain other fragments of class "unit" to allow the definition of a complex unit.

Currency, UK Pounds.

<pre>
GBP
</pre>

Square feet (as simple unit)

<pre>
sqrft
</pre>

Square feet (as complex unit)

<pre>
sqrft*sqrft
</pre>

Earnings per share (EPS) measured in Euros per share.

<pre>
EUR/shares
</pre>

100 UK pounds (with referred-to unit using the [[include-pattern]])

<pre>
100<a href="#u1" class="include"/>
</pre>

100 UK pounds (with locally defined unit)

<pre>
100 GBP
</pre>

===ISO 4217===

[http://www.iso.org/iso/en/prods-services/popstds/currencycodeslist.html ISO 4217], [http://en.wikipedia.org/wiki/ISO_4217] is an international standard for 3-letter currency codes.

===Interactive Financial Exchange (IFX) ===

The [http://www.ifxforum.org IFX Forum] develops a robust framework for the electronic business-to-business exchange of data among financial service institutions around the world".

Altough adapted to XML implementations, the IFX data model has been designed independently of XML technologies, so that it can be implemented using other representations than XML.

IFX defines the concept of a currency amount (CurAmt), which contains:
:an amount (Amt), which is a decimal value
:a currency code (CurCode), which is a 3-letter value defined in ISO-4217

===OFX===

The [http://www.ofx.net Open Financial Exchange] is a standard developed by Microsoft and Quicken for personal finance managers. They use the following conventions for currencies and currency values.

They have the concept of a default currency ("CURDEF"), which is a 3-letter ISO-4217 value.

Then they have the concept of the currency that a value is expressed in ("CURRENCY"), again with a 3-letter ISO-4217.

Last, there is also an option to provide an original currency, if the value has been converted. The ORIGCURRENCY contains a CURSYM (in ISO-4217) and a CURRATE, ratio of CURDEF to CURSYM.

===Dollar Canadien===

Although the representation of a canadian dollar according to ISO-4217 is CAD, the most common representation of the currency according to some is CDN.

According to wikipedia:

<blockquote>There are various common abbreviations to distinguish the Canadian dollar from others: while the ISO currency code CAD (a three-character code without monetary symbols) is common, no single system is universally accepted. C$ is recommended by the Canadian government (e.g., per The Canadian Style guide) and is used by the International Monetary Fund, while Editing Canadian English indicates Can$ and CDN$; both guides note the ISO scheme/code. The abbreviation CA$ is also used, e.g., in some software packages.</blockquote>

::Any of which can be marked up thus: <nowiki><abbr class="currency" title="CAD">C$</abbr></nowiki> (or whatever "class" we eventually decide on) since any of them is a "symbol" representing CAD. - Andy Mabbett

===Autres===

D'autres standards existent pour des monnaies/devises spécifiques.

==Voir aussi==

* [[currency-fr|currency]]
* [[currency-examples-fr|exemples currency]]
* [[currency-brainstorming-fr|brainstorming sur la monnaie]]

currency-formats-fr - Revision history

ChristopheDucamp at 17:53, 6 November 2006