schemas/company_tearsheet_to_memo_builder.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "investment-banking/schemas/company_tearsheet_to_memo_builder.schema.json",
  "title": "company_tearsheet_to_memo_builder",
  "description": "Canonical source-backed company, borrower, issuer, or counterparty profile handoff for memo-builder. This is a factual spine, not an investment recommendation.",
  "oneOf": [
    {
      "$ref": "#/$defs/record"
    },
    {
      "type": "object",
      "required": [
        "memo_package"
      ],
      "properties": {
        "contract_name": {
          "const": "company_tearsheet_to_memo_builder"
        },
        "memo_package": {
          "$ref": "#/$defs/record"
        },
        "open_items": {
          "type": "array"
        }
      },
      "additionalProperties": true
    }
  ],
  "$defs": {
    "record": {
      "type": "object",
      "required": [
        "entity_profile",
        "one_line_business_description",
        "business_model",
        "sector",
        "ownership_status",
        "key_metrics",
        "recent_developments",
        "source_as_of_dates",
        "fact_vs_assumption_labels",
        "risks_and_gaps",
        "open_questions",
        "recommended_next_step",
        "circulation_caveats"
      ],
      "properties": {
        "entity_profile": {},
        "one_line_business_description": {},
        "business_model": {},
        "sector": {},
        "ownership_status": {},
        "key_metrics": {},
        "recent_developments": {},
        "source_as_of_dates": {},
        "fact_vs_assumption_labels": {},
        "risks_and_gaps": {},
        "open_questions": {},
        "recommended_next_step": {},
        "circulation_caveats": {}
      },
      "additionalProperties": true
    }
  }
}