schemas/buyer_investor_list_to_deal_process_tracker.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "investment-banking/schemas/buyer_investor_list_to_deal_process_tracker.schema.json",
  "title": "buyer_investor_list_to_deal_process_tracker",
  "description": "Canonical buyer/investor/lender universe handoff for seeding an Investment Banking deal-process tracker. Extra fields are allowed so banker judgment, notes, and local tracker fields can travel without being renamed.",
  "oneOf": [
    {
      "type": "array",
      "items": {
        "$ref": "#/$defs/record"
      }
    },
    {
      "type": "object",
      "required": [
        "records"
      ],
      "properties": {
        "contract_name": {
          "const": "buyer_investor_list_to_deal_process_tracker"
        },
        "records": {
          "type": "array",
          "items": {
            "$ref": "#/$defs/record"
          }
        },
        "holds_and_exclusions": {
          "type": "array",
          "items": {
            "$ref": "#/$defs/holds_and_exclusions_record"
          }
        },
        "open_items": {
          "type": "array"
        }
      },
      "additionalProperties": true
    }
  ],
  "$defs": {
    "record": {
      "type": "object",
      "required": [
        "process_context",
        "party_id",
        "party_name",
        "parent_or_platform",
        "party_type",
        "sector_fit",
        "geography",
        "relevant_assets_or_holdings",
        "tier",
        "priority_score",
        "recommended_wave",
        "rationale",
        "ability_to_transact",
        "likely_objections",
        "key_risks",
        "relationship_owner",
        "known_contacts",
        "contact_path",
        "confidentiality_flags",
        "conflict_flags",
        "do_not_contact_flag",
        "recommended_next_action",
        "next_action_owner",
        "target_date",
        "outreach_status",
        "required_materials",
        "source_ids",
        "source_as_of_dates",
        "confidence",
        "open_questions",
        "notes_for_process_tracker"
      ],
      "properties": {
        "process_context": {},
        "party_id": {},
        "party_name": {},
        "parent_or_platform": {},
        "party_type": {},
        "sector_fit": {},
        "geography": {},
        "relevant_assets_or_holdings": {},
        "tier": {},
        "priority_score": {},
        "recommended_wave": {},
        "rationale": {},
        "ability_to_transact": {},
        "likely_objections": {},
        "key_risks": {},
        "relationship_owner": {},
        "known_contacts": {},
        "contact_path": {},
        "confidentiality_flags": {},
        "conflict_flags": {},
        "do_not_contact_flag": {},
        "recommended_next_action": {},
        "next_action_owner": {},
        "target_date": {},
        "outreach_status": {},
        "required_materials": {},
        "source_ids": {},
        "source_as_of_dates": {},
        "confidence": {},
        "open_questions": {},
        "notes_for_process_tracker": {}
      },
      "additionalProperties": true
    },
    "holds_and_exclusions_record": {
      "type": "object",
      "required": [
        "party_name",
        "reason",
        "approval_needed",
        "reconsideration_trigger"
      ],
      "properties": {
        "party_name": {},
        "reason": {},
        "approval_needed": {},
        "reconsideration_trigger": {}
      },
      "additionalProperties": true
    }
  }
}