schemas/capital_markets_issuance_to_private_credit_underwriting.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "investment-banking/schemas/capital_markets_issuance_to_private_credit_underwriting.schema.json",
  "title": "capital_markets_issuance_to_private_credit_underwriting",
  "description": "Canonical Investment Banking handoff contract from capital-markets-issuance to private-credit-underwriting.",
  "type": "object",
  "required": [
    "contract_name"
  ],
  "properties": {
    "contract_name": {
      "const": "capital_markets_issuance_to_private_credit_underwriting"
    }
  },
  "additionalProperties": true,
  "$defs": {
    "record": {
      "type": "object",
      "required": [
        "issuer_context",
        "borrower_or_issuer_name",
        "sponsor_or_owner",
        "transaction_objective",
        "use_of_proceeds",
        "recommended_instrument",
        "proposed_facility_or_security",
        "target_raise_amount",
        "minimum_viable_size",
        "base_size",
        "stretch_size",
        "maximum_advisable_size",
        "indicative_pricing_terms",
        "fees_oid_call_protection",
        "maturity_tenor",
        "amortization_or_cash_pay_terms",
        "collateral_guarantee_summary",
        "pro_forma_capitalization",
        "pro_forma_leverage",
        "pro_forma_coverage",
        "liquidity_impact",
        "market_window_status",
        "market_clearing_assumptions",
        "investor_lender_targeting_summary",
        "expected_lender_objections",
        "execution_risks",
        "fallback_alternatives",
        "decision_requested",
        "source_log",
        "source_as_of_dates",
        "evidence_register",
        "covenant_or_rating_caveats",
        "open_items",
        "circulation_caveats"
      ],
      "properties": {
        "issuer_context": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "borrower_or_issuer_name": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "sponsor_or_owner": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "transaction_objective": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "use_of_proceeds": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "recommended_instrument": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "proposed_facility_or_security": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "target_raise_amount": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "minimum_viable_size": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "base_size": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "stretch_size": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "maximum_advisable_size": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "indicative_pricing_terms": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "fees_oid_call_protection": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "maturity_tenor": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "amortization_or_cash_pay_terms": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "collateral_guarantee_summary": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "pro_forma_capitalization": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "pro_forma_leverage": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "pro_forma_coverage": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "liquidity_impact": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "market_window_status": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "market_clearing_assumptions": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "investor_lender_targeting_summary": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "expected_lender_objections": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "execution_risks": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "fallback_alternatives": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "decision_requested": {
          "type": [
            "string",
            "number",
            "boolean",
            "array",
            "object"
          ]
        },
        "source_log": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/source_log_record"
          }
        },
        "source_as_of_dates": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "evidence_register": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/evidence_register_record"
          }
        },
        "covenant_or_rating_caveats": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/generic_record"
          }
        },
        "open_items": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/open_item"
          }
        },
        "circulation_caveats": {
          "type": "array",
          "minItems": 1,
          "items": {
            "$ref": "handoff_common.schema.json#/$defs/circulation_caveat"
          }
        }
      },
      "additionalProperties": true
    }
  }
}