OCF source record
EquityCompensationCancellation
objects/transactions/cancellation/EquityCompensationCancellation.mapping.md
Authored context
Notes / open questions
These notes are rendered from the mapping document and remain part of the review record.
Join on security_id to EquityCompensationIssuance.compensation_type: Option, RSU, and SAR route to their corresponding cancellation transaction and parent security/item.
date and quantity populate the event and applicable security aggregates. Free-text reason_text is classified into the family cancellation enum; balance_security_id has no target. id, comments, and object_type are OCF scaffolding.
Field evidence
Where the OCF fields go
| Variant | OCF field | Carta destination | Mapping kind | |
|---|---|---|---|---|
| Option | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Option | comments | No Carta target | unmappable | Issue ↗ |
| Option | date | rename | Issue ↗ | |
| Option | id | No Carta target | unmappable | Issue ↗ |
| Option | object_type | No Carta target | unmappable | Issue ↗ |
| Option | quantity | rename | Issue ↗ | |
| Option | reason_text | computed | Issue ↗ | |
| Option | security_id | rename | Issue ↗ | |
| Rsu | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Rsu | comments | No Carta target | unmappable | Issue ↗ |
| Rsu | date | rename | Issue ↗ | |
| Rsu | id | No Carta target | unmappable | Issue ↗ |
| Rsu | object_type | No Carta target | unmappable | Issue ↗ |
| Rsu | quantity | rename | Issue ↗ | |
| Rsu | reason_text | computed | Issue ↗ | |
| Rsu | security_id | rename | Issue ↗ | |
| Sar | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Sar | comments | No Carta target | unmappable | Issue ↗ |
| Sar | date | No Carta target | unmappable | Issue ↗ |
| Sar | id | No Carta target | unmappable | Issue ↗ |
| Sar | object_type | No Carta target | unmappable | Issue ↗ |
| Sar | quantity | No Carta target | unmappable | Issue ↗ |
| Sar | reason_text | No Carta target | unmappable | Issue ↗ |
| Sar | security_id | No Carta target | unmappable | Issue ↗ |