OCF source record

StockClass

objects/StockClass.mapping.md

Mapped33 executable edges32 source fields0 review questions
Authored context

Notes / open questions

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

class_type routes COMMON to ShareClass and PREFERRED to ShareClass plus PreferredShareClassDetails. id, name, par_value, default_id_prefix, and the applicable class fields populate the corresponding Carta objects; name also populates denormalized security labels. The former ShareClassValuation fan-out was removed.

initial_shares_authorized maps numeric values to authorizedShareCount; NOT APPLICABLE and UNLIMITED remain unmappable. seniority is computed into Carta's rank and pariPassu, requiring comparison across the issuer's classes.

Preferred-only pricing, liquidation, participation, and the selected conversion right populate Carta rights-and-preferences leaves. The conversion-right array uses first_ratio_conversion_right; additional rights are not represented.

Approval dates, votes, OCF scaffolding, and Carta-only issuer/dividend fields have no counterpart. June 22 makes ShareClass.issuerId required; it is an issuer-context value not present on the OCF StockClass record. Carta's participating flag is not explicit in OCF and is left unset.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
Commonboard_approval_date
No Carta target
unmappableIssue ↗
Commonclass_typeenum-remapIssue ↗
Commoncomments
No Carta target
unmappableIssue ↗
Commonconversion_rightssequential_transformIssue ↗
Commondefault_id_prefixrenameIssue ↗
CommonidrenameIssue ↗
Commoninitial_shares_authorizedunion-mapIssue ↗
Commonliquidation_preference_multiplerenameIssue ↗
CommonnamerenameIssue ↗
Commonobject_type
No Carta target
unmappableIssue ↗
Commonpar_valuerenameIssue ↗
Commonparticipation_cap_multiplerenameIssue ↗
Commonprice_per_sharerenameIssue ↗
CommonsenioritycomputedIssue ↗
Commonstockholder_approval_date
No Carta target
unmappableIssue ↗
Commonvotes_per_share
No Carta target
unmappableIssue ↗
Preferredboard_approval_date
No Carta target
unmappableIssue ↗
Preferredclass_typeenum-remapIssue ↗
Preferredcomments
No Carta target
unmappableIssue ↗
Preferredconversion_rightssequential_transformIssue ↗
Preferreddefault_id_prefixrenameIssue ↗
PreferredidrenameIssue ↗
Preferredinitial_shares_authorizedunion-mapIssue ↗
Preferredliquidation_preference_multiplerenameIssue ↗
PreferrednamerenameIssue ↗
Preferredobject_type
No Carta target
unmappableIssue ↗
Preferredpar_valuerenameIssue ↗
Preferredparticipation_cap_multiplerenameIssue ↗
Preferredprice_per_sharerenameIssue ↗
PreferredsenioritycomputedIssue ↗
Preferredstockholder_approval_date
No Carta target
unmappableIssue ↗
Preferredvotes_per_share
No Carta target
unmappableIssue ↗