OCF source record

EquityCompensationIssuance

objects/transactions/issuance/EquityCompensationIssuance.mapping.md

Mapped53 executable edges72 source fields0 review questions
Authored context

Notes / open questions

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

Route by compensation_type: Option → option issuance/item/grant, RSU → RSU issuance/item/security, and SAR → no retained Carta target. Shared identity, dates, stakeholder/plan/class references, quantity, vesting-template, and applicable security fields follow the selected family.

Option-only terms include option type, exercise price, early exercise, expiration, termination windows, and vesting events; RSU leaves unsupported option fields null. The retained OptionGrant and RestrictedStockUnit definitions now require id and issuerId in addition to the mapped security identity and economic fields; id is the security identity and issuerId must come from issuer context. Security-law exemptions are explicitly excluded because Compliance was removed.

Unsupported approval/consideration fields and OCF scaffolding remain unmappable. Family-specific policies in the YAML control array selection and derived targets.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
Optionbase_price
No Carta target
unmappableIssue ↗
Optionboard_approval_daterenameIssue ↗
Optioncomments
No Carta target
unmappableIssue ↗
Optioncompensation_typeenum-remapIssue ↗
Optionconsideration_text
No Carta target
unmappableIssue ↗
Optioncustom_idrenameIssue ↗
OptiondaterenameIssue ↗
Optionearly_exercisablerenameIssue ↗
Optionexercise_pricerenameIssue ↗
Optionexpiration_daterenameIssue ↗
Optionid
No Carta target
unmappableIssue ↗
Optionobject_type
No Carta target
unmappableIssue ↗
Optionoption_grant_typeenum-remapIssue ↗
OptionquantityrenameIssue ↗
Optionsecurity_idrenameIssue ↗
Optionsecurity_law_exemptions
No Carta target
unmappableIssue ↗
Optionstakeholder_idrenameIssue ↗
Optionstock_class_idrenameIssue ↗
Optionstock_plan_idrenameIssue ↗
Optionstockholder_approval_date
No Carta target
unmappableIssue ↗
Optiontermination_exercise_windowsselectIssue ↗
Optionvesting_start_daterenameIssue ↗
Optionvesting_template_idrenameIssue ↗
OptionvestingsrenameIssue ↗
Rsubase_price
No Carta target
unmappableIssue ↗
Rsuboard_approval_daterenameIssue ↗
Rsucomments
No Carta target
unmappableIssue ↗
Rsucompensation_type
No Carta target
unmappableIssue ↗
Rsuconsideration_text
No Carta target
unmappableIssue ↗
Rsucustom_idrenameIssue ↗
RsudaterenameIssue ↗
Rsuearly_exercisable
No Carta target
unmappableIssue ↗
Rsuexercise_price
No Carta target
unmappableIssue ↗
Rsuexpiration_date
No Carta target
unmappableIssue ↗
Rsuid
No Carta target
unmappableIssue ↗
Rsuobject_type
No Carta target
unmappableIssue ↗
Rsuoption_grant_type
No Carta target
unmappableIssue ↗
RsuquantityrenameIssue ↗
Rsusecurity_idrenameIssue ↗
Rsusecurity_law_exemptions
No Carta target
unmappableIssue ↗
Rsustakeholder_idrenameIssue ↗
Rsustock_class_idrenameIssue ↗
Rsustock_plan_idrenameIssue ↗
Rsustockholder_approval_date
No Carta target
unmappableIssue ↗
Rsutermination_exercise_windows
No Carta target
unmappableIssue ↗
Rsuvesting_start_daterenameIssue ↗
Rsuvesting_template_idrenameIssue ↗
RsuvestingsrenameIssue ↗
Sarbase_price
No Carta target
unmappableIssue ↗
Sarboard_approval_date
No Carta target
unmappableIssue ↗
Sarcomments
No Carta target
unmappableIssue ↗
Sarcompensation_type
No Carta target
unmappableIssue ↗
Sarconsideration_text
No Carta target
unmappableIssue ↗
Sarcustom_id
No Carta target
unmappableIssue ↗
Sardate
No Carta target
unmappableIssue ↗
Sarearly_exercisable
No Carta target
unmappableIssue ↗
Sarexercise_price
No Carta target
unmappableIssue ↗
Sarexpiration_date
No Carta target
unmappableIssue ↗
Sarid
No Carta target
unmappableIssue ↗
Sarobject_type
No Carta target
unmappableIssue ↗
Saroption_grant_type
No Carta target
unmappableIssue ↗
Sarquantity
No Carta target
unmappableIssue ↗
Sarsecurity_id
No Carta target
unmappableIssue ↗
Sarsecurity_law_exemptions
No Carta target
unmappableIssue ↗
Sarstakeholder_id
No Carta target
unmappableIssue ↗
Sarstock_class_id
No Carta target
unmappableIssue ↗
Sarstock_plan_id
No Carta target
unmappableIssue ↗
Sarstockholder_approval_date
No Carta target
unmappableIssue ↗
Sartermination_exercise_windows
No Carta target
unmappableIssue ↗
Sarvesting_start_date
No Carta target
unmappableIssue ↗
Sarvesting_template_id
No Carta target
unmappableIssue ↗
Sarvestings
No Carta target
unmappableIssue ↗