OCF source record
StockPlanReturnToPool
objects/transactions/return_to_pool/StockPlanReturnToPool.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 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
| Variant | OCF field | Carta destination | Mapping kind | |
|---|---|---|---|---|
| Option | comments | No Carta target | unmappable | Issue ↗ |
| Option | date | No Carta target | unmappable | Issue ↗ |
| Option | id | No Carta target | unmappable | Issue ↗ |
| Option | object_type | No Carta target | unmappable | Issue ↗ |
| Option | quantity | rename | Issue ↗ | |
| Option | reason_text | No Carta target | unmappable | Issue ↗ |
| Option | security_id | rename | Issue ↗ | |
| Option | stock_plan_id | No Carta target | unmappable | Issue ↗ |
| Rsu | comments | No Carta target | unmappable | Issue ↗ |
| Rsu | date | No Carta target | unmappable | Issue ↗ |
| Rsu | id | No Carta target | unmappable | Issue ↗ |
| Rsu | object_type | No Carta target | unmappable | Issue ↗ |
| Rsu | quantity | rename | Issue ↗ | |
| Rsu | reason_text | No Carta target | unmappable | Issue ↗ |
| Rsu | security_id | rename | Issue ↗ | |
| Rsu | stock_plan_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 ↗ |
| Sar | stock_plan_id | No Carta target | unmappable | Issue ↗ |