OCF source record
StockTransfer
objects/transactions/transfer/StockTransfer.mapping.md
Authored context
Notes / open questions
These notes are rendered from the mapping document and remain part of the review record.
Carta represents RSA and certificate transfers as a composite cancel-plus-issue sequence, selected by the stock issuance family. The transfer date and quantity populate both step transactions with transfer-specific reasons.
Source/result/balance IDs are retained through successor-security identities and precededBy.securities lineage. consideration_text 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 | |
|---|---|---|---|---|
| Rsa | balance_security_id | computed | Issue ↗ | |
| Rsa | comments | No Carta target | unmappable | Issue ↗ |
| Rsa | consideration_text | No Carta target | unmappable | Issue ↗ |
| Rsa | date | rename | Issue ↗ | |
| Rsa | id | No Carta target | unmappable | Issue ↗ |
| Rsa | object_type | No Carta target | unmappable | Issue ↗ |
| Rsa | quantity | rename | Issue ↗ | |
| Rsa | resulting_security_ids | computed | Issue ↗ | |
| Rsa | security_id | No Carta target | unmappable | Issue ↗ |
| Default | balance_security_id | computed | Issue ↗ | |
| Default | comments | No Carta target | unmappable | Issue ↗ |
| Default | consideration_text | No Carta target | unmappable | Issue ↗ |
| Default | date | rename | Issue ↗ | |
| Default | id | No Carta target | unmappable | Issue ↗ |
| Default | object_type | No Carta target | unmappable | Issue ↗ |
| Default | quantity | rename | Issue ↗ | |
| Default | resulting_security_ids | computed | Issue ↗ | |
| Default | security_id | No Carta target | unmappable | Issue ↗ |