Skip to content

Review and streamline project documentation #44

Description

@mrspatbile

Objective

Review the project documentation to ensure it reflects the current implementation, uses consistent regulatory terminology, and avoids unnecessary duplication.

Scope

  • Review all project documentation for consistency and completeness.
  • Clarify the purpose of each document and remove overlapping content where appropriate.
  • Ensure terminology is consistent across the repository.
  • Prefer regulatory terminology where applicable over internal or technical wording.
  • Align documentation with the current dashboard, methodology, and liquidation engine.
  • Remove obsolete descriptions left from earlier implementations.
  • Verify that architecture, methodology, and implementation details are documented in the appropriate documents.

Regulatory terminology review

Review terminology against ESMA, CSSF, UCITS, and AIFMD guidance where relevant.

Examples include:

  • Threshold breach (avoid "trigger" or "activation threshold" where inappropriate)
  • LMT application / application timing
  • Liquidity Management Tool
  • Normal market conditions
  • Stressed market conditions
  • Redemption pressure
  • Notice period
  • Settlement period
  • Liquidity shortfall
  • Deferred redemptions
  • Backlog
  • Liquidation strategy
  • Liquidity capacity

Replace overly technical or implementation-oriented wording where a recognised regulatory term is more appropriate.

Acceptance criteria

  • Documentation reflects the current implementation.
  • Each document has a clearly defined purpose with minimal duplication.
  • Regulatory terminology is used consistently throughout the repository.
  • Outdated terminology and obsolete descriptions are removed.
  • Dashboard, methodology, and architecture documentation are aligned.
  • Internal implementation details remain in technical documentation and are not duplicated in user-facing documentation.
  • All documentation is reviewed for consistency before the v0.6.0 release.

Out of scope

  • Methodology changes.
  • Engine implementation changes.
  • UI changes.
  • New documentation sections unrelated to the current functionality.

Metadata

Metadata

Assignees

Labels

type: docsMethodology, architecture, runbook, data conventions, or audit documentation.

Projects

No projects

Relationships

None yet

Development

No branches or pull requests

Issue actions