schemas/meeting_prep_to_memo_builder.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "investment-banking/schemas/meeting_prep_to_memo_builder.schema.json",
  "title": "meeting_prep_to_memo_builder",
  "description": "Canonical meeting-prep or debrief package for memo-builder. Use pre-meeting plans for setup language and post-meeting debriefs for decisions, commitments, and recommendation changes.",
  "oneOf": [
    {
      "$ref": "#/$defs/record"
    },
    {
      "type": "object",
      "required": [
        "memo_package"
      ],
      "properties": {
        "contract_name": {
          "const": "meeting_prep_to_memo_builder"
        },
        "memo_package": {
          "$ref": "#/$defs/record"
        },
        "open_items": {
          "type": "array"
        }
      },
      "additionalProperties": true
    }
  ],
  "$defs": {
    "record": {
      "type": "object",
      "required": [
        "package_type",
        "meeting_objective",
        "meeting_type",
        "audience",
        "decision_needed",
        "known_facts",
        "assumptions",
        "priority_questions",
        "likely_pushbacks",
        "answers_received",
        "new_facts",
        "changed_assumptions",
        "diligence_implications",
        "follow_ups",
        "owners",
        "due_dates",
        "source_note",
        "circulation_caveats"
      ],
      "properties": {
        "package_type": {
          "enum": [
            "pre_meeting_plan",
            "live_notes",
            "post_meeting_debrief"
          ]
        },
        "meeting_objective": {},
        "meeting_type": {},
        "audience": {},
        "decision_needed": {},
        "known_facts": {},
        "assumptions": {},
        "priority_questions": {},
        "likely_pushbacks": {},
        "answers_received": {},
        "new_facts": {},
        "changed_assumptions": {},
        "diligence_implications": {},
        "follow_ups": {},
        "owners": {},
        "due_dates": {},
        "source_note": {},
        "circulation_caveats": {}
      },
      "additionalProperties": true
    }
  }
}