OCF source record

StockPlanReturnToPool

objects/transactions/return_to_pool/StockPlanReturnToPool.mapping.md

Mapped12 executable edges24 source fields0 review questions
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 the compensation family. Carta has no return-to-pool transaction; Option/RSU quantity still maps to returnedToPoolQuantity. The pool-summary definition and SAR transaction-item definition were removed, so stock_plan_id and the entire SAR route are explicitly excluded.

Repeated return events are summed into the aggregate and cannot be reconstructed as individual events. date and reason_text have no target; SAR quantity and OCF scaffolding remain unmappable.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
Optioncomments
No Carta target
unmappableIssue ↗
Optiondate
No Carta target
unmappableIssue ↗
Optionid
No Carta target
unmappableIssue ↗
Optionobject_type
No Carta target
unmappableIssue ↗
OptionquantityrenameIssue ↗
Optionreason_text
No Carta target
unmappableIssue ↗
Optionsecurity_idrenameIssue ↗
Optionstock_plan_id
No Carta target
unmappableIssue ↗
Rsucomments
No Carta target
unmappableIssue ↗
Rsudate
No Carta target
unmappableIssue ↗
Rsuid
No Carta target
unmappableIssue ↗
Rsuobject_type
No Carta target
unmappableIssue ↗
RsuquantityrenameIssue ↗
Rsureason_text
No Carta target
unmappableIssue ↗
Rsusecurity_idrenameIssue ↗
Rsustock_plan_id
No Carta target
unmappableIssue ↗
Sarcomments
No Carta target
unmappableIssue ↗
Sardate
No Carta target
unmappableIssue ↗
Sarid
No Carta target
unmappableIssue ↗
Sarobject_type
No Carta target
unmappableIssue ↗
Sarquantity
No Carta target
unmappableIssue ↗
Sarreason_text
No Carta target
unmappableIssue ↗
Sarsecurity_id
No Carta target
unmappableIssue ↗
Sarstock_plan_id
No Carta target
unmappableIssue ↗