OCF source record

ConvertibleIssuance

objects/transactions/issuance/ConvertibleIssuance.mapping.md

Mapped26 executable edges16 source fields0 review questions
Authored context

Notes / open questions

These notes are rendered from the mapping document and remain part of the review record.

ConvertibleIssuance maps to ConvertibleIssuanceTransaction, ConvertibleTransactionItem, and ConvertibleNote: date, security/stakeholder identity, custom label, and investment amount populate the corresponding records.

convertible_type remaps to the note type; the first conversion right with economic terms is transformed into conversion, discount, valuation-cap, interest, and interest-period fields. Security-law exemptions are explicitly excluded because Compliance was removed. The June 22 ConvertibleNote also requires id, issuerId, interest, and noteBlock; id is sourced from the security identity, while issuer context and the missing accrued-interest/note-block container remain explicit Carta-side requirements.

Approval dates, consideration, pro_rata, and seniority have no target. id, comments, and object_type are OCF scaffolding.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
—board_approval_date
No Carta target
unmappableIssue ↗
—comments
No Carta target
unmappableIssue ↗
—consideration_text
No Carta target
unmappableIssue ↗
—conversion_triggerssequential_transformIssue ↗
—convertible_typeenum-remapIssue ↗
—custom_idrenameIssue ↗
—daterenameIssue ↗
—id
No Carta target
unmappableIssue ↗
—investment_amountrenameIssue ↗
—object_type
No Carta target
unmappableIssue ↗
—pro_rata
No Carta target
unmappableIssue ↗
—security_idrenameIssue ↗
—security_law_exemptions
No Carta target
unmappableIssue ↗
—seniority
No Carta target
unmappableIssue ↗
—stakeholder_idrenameIssue ↗
—stockholder_approval_date
No Carta target
unmappableIssue ↗