@yottagraph-app/data-model-skill 0.0.19 → 0.0.20

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@yottagraph-app/data-model-skill",
-  "version": "0.0.19",
+  "version": "0.0.20",
   "description": "Data model skill documentation for AI agents - entity types, properties, and schemas from Lovelace fetch sources",
   "repository": {
     "type": "git",

package/skill/edgar/schema.yaml

@@ -2763,6 +2763,33 @@ relationships:
     target_flavors: ["organization"]
     passive: true
 
+  - name: "has_administrator"
+    description: "Link from a fund series to its fund administrator (N-CEN). Sub-admins are excluded (mirrors the custodied_by sub-custodian filter); the is_admin_affiliated attribute distinguishes in-family from third-party admin relationships."
+    display_name: "Has Administrator"
+    mergeability: not_mergeable
+    domain_flavors: ["financial_instrument"]
+    target_flavors: ["organization"]
+    passive: true
+
+  # has_broker (N-CEN Item E.1, agency-execution brokers) is intentionally
+  # NOT modelled. A day of evals showed it produced ~6.5k edges — 5.8x the
+  # volume of advised_by — and the source XML reports broker names in ALL
+  # CAPS while every other section uses mixed case, so the same firm gets
+  # fragmented into two organization entities. High volume + bad merge
+  # quality + low query value (top-10 brokers are the same big banks for
+  # every active equity fund) → the data isn't worth surfacing in the graph.
+  # has_broker_dealer (Item E.2, principal trades) is kept because
+  # principal-trade counterparties are economically distinct, the lists are
+  # short, the names dedup cleanly, and the captive-distributor pattern is
+  # genuinely informative.
+  - name: "has_broker_dealer"
+    description: "Link from a fund series to a broker-dealer that the fund traded with on a principal basis during the reporting period (N-CEN Item E.2). Broker-dealers act as principals in the trade — they take the other side of it — so this captures market-making and captive-distributor relationships rather than mere agency execution."
+    display_name: "Has Broker-Dealer"
+    mergeability: not_mergeable
+    domain_flavors: ["financial_instrument"]
+    target_flavors: ["organization"]
+    passive: true
+
   - name: "has_master_fund"
     description: "Link from a feeder fund to its master fund in a master-feeder structure (N-CEN Item C.3). The feeder invests substantially all assets in the master, so resolving this edge is required to see the feeder's true portfolio (which lives on the master's N-PORT)."
     display_name: "Has Master Fund"
@@ -3064,6 +3091,24 @@ attributes:
     display_name: "Sub-Adviser Affiliated"
     mergeability: not_mergeable
 
+  # ── has_administrator relationship attributes (N-CEN) ──
+
+  - property: "has_administrator"
+    name: "is_admin_affiliated"
+    type: string
+    description: "Whether the fund administrator is affiliated with the registrant (Y or N) per N-CEN"
+    display_name: "Admin Affiliated"
+    mergeability: not_mergeable
+
+  # ── has_broker_dealer relationship attributes (N-CEN Item E.2) ──
+
+  - property: "has_broker_dealer"
+    name: "broker_dealer_commission"
+    type: string
+    description: "Commission paid to this broker-dealer for principal trades during the reporting period (USD) per N-CEN"
+    display_name: "Broker-Dealer Commission"
+    mergeability: not_mergeable
+
   # ── is_director relationship attributes (N-CEN) ──
 
   - property: "is_director"