@yottagraph-app/data-model-skill 0.0.36 → 0.0.38

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@yottagraph-app/data-model-skill",
-  "version": "0.0.36",
+  "version": "0.0.38",
   "description": "Data model skill documentation for AI agents - entity types, properties, and schemas from Lovelace fetch sources",
   "repository": {
     "type": "git",

package/skill/fips/DATA_DICTIONARY.md

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+# Data Dictionary: FIPS Codes (FCC mirror)
+
+## Source Overview
+
+Federal Information Processing Standard (FIPS) codes for U.S. states and
+counties — short numeric identifiers issued by the federal government
+(Census Bureau / NIST historically) that uniquely tag every U.S. state,
+the District of Columbia, and every county-or-equivalent (boroughs,
+parishes, independent cities, census areas).
+
+- **Publisher (mirror):** U.S. Federal Communications Commission, Office
+  of Engineering and Technology
+- **URL:** https://transition.fcc.gov/oet/info/maps/census/fips/fips.txt
+- **Format:** Plain-text fixed-column ASCII, ~3,200 lines total
+- **Cadence:** Effectively static. The federal codes change only when
+  jurisdictions are created, dissolved, or renamed (rare — once every
+  several years).
+- **Source name:** `fips`
+
+The file contains two sections:
+
+1. A 51-row table of **state-level FIPS codes** (50 states + DC), one
+   line per state with a 2-digit code.
+2. A 3,140+ row table of **county-level FIPS codes**, one line per county
+   (or county-equivalent) with a 5-digit code. The leading 2 digits are
+   the parent state's FIPS code; the trailing 3 digits identify the
+   county within the state. The county-level table is grouped by state
+   and prefaced with a header row of the form `XX000  StateName`.
+
+**Limitations:**
+- The FCC mirror is a republication of the older Census-published list;
+  it does not include FIPS *places* (cities/towns), MSAs, or U.S.
+  territories (Puerto Rico, Guam, U.S. Virgin Islands, etc.).
+- A small number of county lines have parenthesized historical
+  annotations (`(created after 1990)`, `(1990 Census Area)`,
+  `(After 1990, part of Halifax County)`). These are stripped from the
+  emitted county name.
+- The `XX000` state header rows in the county section are duplicates of
+  the state-level table and are skipped during atomization (one record
+  per state, not two).
+
+---
+
+## Entity Types
+
+### `location`
+
+Used for both U.S. states (and DC) and U.S. counties (and county-
+equivalents like Alaska boroughs, Louisiana parishes, and Virginia
+independent cities). The level of geography is distinguished by which
+strong-ID property is set (`fips_state` for state-level, `fips_county`
+for county-level) and by the `administrative_level` property.
+
+- **Primary key (state-level):** the 2-digit FIPS state code, exposed as
+  the `fips_state` strong-ID property and as a property atom.
+- **Primary key (county-level):** the 5-digit FIPS county code, exposed
+  as the `fips_county` strong-ID property and as a property atom.
+- **Entity resolver:** named entity, **MERGEABLE**. State and county FIPS
+  codes are stable, official identifiers and merging across sources
+  (Census, FRED, sanctions data, etc.) is desired. Disambiguation
+  snippets include the formatted name (e.g. `"Autauga County, Alabama"`).
+- **Name format:**
+  - State-level: `Title-cased state name` (e.g. `"Alabama"`,
+    `"District of Columbia"`).
+  - County-level: `"{County} County, {State}"` for the common case;
+    parishes / boroughs / cities / census areas keep their original
+    suffix (e.g. `"East Baton Rouge Parish, Louisiana"`,
+    `"Aleutians East Borough, Alaska"`,
+    `"Baltimore city, Maryland"`).
+
+---
+
+## Properties
+
+The dataset uses the DataSchema `namespace: fips`. Atom property keys
+are `fips::<local_name>` for source-specific properties. Identity
+properties also used for resolver strong IDs are `fips_state` and
+`fips_county`.
+
+### Common Properties (states and counties)
+
+* `fips::administrative_level`
+  * Definition: Granularity of the geographic entity within the U.S.
+    federal hierarchy.
+  * Examples: `"state"`, `"county"`
+  * Derivation: Set to `"state"` for entries from the state-level table,
+    `"county"` for entries from the county-level table.
+
+* `fips::official_name`
+  * Definition: Verbatim place name as it appears in the FCC mirror,
+    upper-cased for states and mixed-case for counties.
+  * Examples: `"ALABAMA"`, `"Autauga County"`,
+    `"Aleutians East Borough"`, `"East Baton Rouge Parish"`,
+    `"Baltimore city"`
+  * Derivation: The "place name" column of the source file, with the
+    parenthesized historical annotation (when present) stripped.
+
+### State Properties
+
+* `fips_state`
+  * Definition: Two-digit Federal Information Processing Standard code
+    that uniquely identifies a U.S. state or the District of Columbia.
+  * Examples: `"01"` (Alabama), `"06"` (California), `"11"` (DC)
+  * Derivation: Verbatim from the state-level table's first column,
+    zero-padded to two digits.
+  * Note: Also used as the strong ID on the state's `location` entity.
+
+### County Properties
+
+* `fips_county`
+  * Definition: Five-digit Federal Information Processing Standard code
+    that uniquely identifies a U.S. county or county-equivalent. The
+    leading two digits are the parent state's `fips_state` code; the
+    trailing three digits identify the county within the state.
+  * Examples: `"01001"` (Autauga County, Alabama), `"06037"` (Los
+    Angeles County, California), `"22033"` (East Baton Rouge Parish,
+    Louisiana)
+  * Derivation: Verbatim from the county-level table's first column,
+    zero-padded to five digits.
+  * Note: Also used as the strong ID on the county's `location` entity.
+
+---
+
+## Entity Relationships Summary
+
+```
+location (county) ──[located_in]──→ location (state)
+```
+
+- `located_in`: Each county-level `location` is linked to its parent
+  state-level `location` via the leading two digits of the county FIPS
+  code. Both sides carry strong IDs (`fips_county` and `fips_state`),
+  which guarantees resolver merging into a single state node across all
+  county-→-state edges and across other datasets that emit the same
+  state codes.

package/skill/fips/schema.yaml

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+# Dataset schema for the FIPS Codes (Federal Information Processing
+# Standard) source — the FCC mirror of the Census Bureau's two-digit
+# state and five-digit county FIPS code list.
+#
+# Source: https://transition.fcc.gov/oet/info/maps/census/fips/fips.txt
+# Cadence: effectively static (codes change once every several years).
+#
+# This schema describes U.S. states and counties as `location` entities
+# identified by their FIPS strong IDs, along with a containment
+# relationship from each county to its parent state.
+name: "fips"
+description: "U.S. state and county Federal Information Processing Standard (FIPS) codes from the FCC mirror of the Census Bureau list, modelled as `location` entities with FIPS strong IDs"
+
+extraction:
+  flavors: closed
+  properties: closed
+  relationships: closed
+  attributes: closed
+  events: closed
+
+flavors:
+  - name: "location"
+    description: "A specific named geographic location such as a city, country, region, or landmark"
+    display_name: "Location"
+    mergeability: not_mergeable
+    strong_id_properties: ["fips_state", "fips_county"]
+    examples: ["New York City", "San Francisco", "North America", "Bakery Square"]
+    passive: true
+
+properties:
+  - name: "fips_state"
+    type: string
+    description: "Two-digit Federal Information Processing Standard code that uniquely identifies a U.S. state or the District of Columbia"
+    display_name: "State FIPS Code"
+    mergeability: not_mergeable
+    domain_flavors: ["location"]
+    examples: ["01", "06", "11", "36"]
+    passive: true
+
+  - name: "fips_county"
+    type: string
+    description: "Five-digit Federal Information Processing Standard code that uniquely identifies a U.S. county or county-equivalent; the leading two digits are the parent state's FIPS code"
+    display_name: "County FIPS Code"
+    mergeability: not_mergeable
+    domain_flavors: ["location"]
+    examples: ["01001", "06037", "22033", "51790"]
+    passive: true
+
+  - name: "administrative_level"
+    namespace: "fips"
+    type: string
+    description: "Granularity of the geographic entity within the U.S. federal hierarchy of states and counties"
+    display_name: "Administrative Level"
+    mergeability: not_mergeable
+    domain_flavors: ["location"]
+    examples: ["state", "county"]
+    passive: true
+
+  - name: "official_name"
+    namespace: "fips"
+    type: string
+    description: "Verbatim place name as published in the FCC mirror of the FIPS code list, with parenthesized historical annotations stripped"
+    display_name: "Official FIPS Name"
+    mergeability: not_mergeable
+    domain_flavors: ["location"]
+    examples: ["ALABAMA", "Autauga County", "Aleutians East Borough", "East Baton Rouge Parish"]
+    passive: true
+
+relationships:
+  - name: "located_in"
+    description: "Administrative territory or location the entity is situated in (Wikidata P131, P276)"
+    display_name: "Located In"
+    mergeability: not_mergeable
+    domain_flavors: ["location"]
+    target_flavors: ["location"]
+    examples: ["Autauga County is located in Alabama", "Los Angeles County is located in California"]
+    passive: true

package/skill/iapd/DATA_DICTIONARY.md

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+# IAPD Data Dictionary
+
+## 1. Purpose / Source Overview
+
+The IAPD dataset publishes the SEC's Investment Adviser Public Disclosure
+data — the canonical federal+state registry of investment advisory firms
+in the United States. It is sourced from two daily-refreshed XML
+compilation feeds:
+
+- `IA_FIRM_SEC_Feed_*.xml.gz` — SEC-registered Investment Advisers (RIAs)
+  and Exempt Reporting Advisers (ERAs). ~23K firms.
+- `IA_FIRM_STATE_Feed_*.xml.gz` — State-registered Investment Advisers
+  (IAs). ~22K firms.
+
+Each `<Firm>` element corresponds to a single advisory firm's most recent
+**Form ADV Part 1A** filing on file with the SEC's IARD system. Part 1A
+captures firm identity, contact info, regulatory status, ownership form,
+employees, clients, assets under management (AUM), services offered, and
+disciplinary Y/N flags. The bulk feed does **not** include Form ADV
+Part 1B (state-specific addenda), Form ADV Part 2 (firm brochure PDFs),
+or Form ADV Part 3 (CRS Form). Those would require per-firm PDF fetches
+and are deferred to a future iteration.
+
+Cadence: nightly. Volume: ~45K firm records per snapshot. Each daily
+snapshot is a full re-publish — there is no incremental "diffs only"
+feed.
+
+Two `Record.Source` values are emitted, so downstream consumers can
+distinguish the firms by their regulatory domicile:
+
+| Record.Source | Coverage |
+|---|---|
+| `iapd_sec` | SEC-registered RIAs + ERAs (`IA_FIRM_SEC_Feed_*.xml.gz`) |
+| `iapd_state` | State-registered IAs (`IA_FIRM_STATE_Feed_*.xml.gz`) |
+
+The two streams share entity types, properties, and the strong-id
+scheme, so a firm that transitions between SEC-registered and
+state-registered status will resolve to the same `organization` entity
+over time.
+
+## 2. Entity Types
+
+### `organization`
+
+A registered investment adviser firm — i.e. an entity registered with
+the SEC and/or one or more state securities regulators to provide
+investment advice. The bulk feed represents only the firm; the
+individual investment-adviser representatives are not in this feed.
+
+- **Strong-ID properties:** `crd_number`, `sec_file_number`,
+  `company_cik`, `lei`.
+  - `crd_number` is the primary strong-ID — FINRA-assigned, present on
+    every firm in both feeds, stable across registration-status
+    changes. Property name is intentionally unprefixed (not
+    `organization_crd_number`) so it matches the same-named strong-ID
+    on `edgar`'s `organization` flavor — an IAPD firm and an EDGAR
+    registrant with the same CRD resolve to the same entity.
+  - `sec_file_number` (`801-…` / `802-…`) is a secondary strong-ID
+    emitted only for firms in the SEC feed where `Info@SECNb` is
+    non-empty.
+  - `company_cik` and `lei` are declared strong-ID slots but **not
+    populated** from the bulk Part 1A XML — neither field is in that
+    feed. The slots exist so downstream cross-walks (Form ADV
+    Schedule R, third-party CRD↔LEI / CRD↔CIK mappings) can populate
+    them without a breaking schema change. Adding a strong-ID property
+    after the schema is in production is a breaking change; adding
+    *values* into an existing slot is not.
+
+### `location`
+
+A named geographic place where the firm has a main office or mailing
+address. Resolved by name (`City, ST` for US; `City, Country` for
+non-US).
+
+## 3. Properties
+
+### Identity and Registration (Organization)
+
+* `crd_number` *(primary strong-ID)*
+  * Definition: FINRA-assigned firm CRD (Central Registration
+    Depository) number. The canonical unique identifier for both
+    SEC-registered and state-registered investment advisers; stable
+    across registration status changes.
+  * Examples: `283882`, `312360`, `324069`
+  * Derivation: `Info@FirmCrdNb` attribute on each `<Firm>` element of
+    the daily IAPD XML feed; identical attribute name on SEC and state
+    feeds. Firms with empty `Info@FirmCrdNb` are skipped by the
+    streamer (they would have no usable strong-ID).
+  * Cross-source: matches `edgar.organization.crd_number` —
+    purposefully unprefixed.
+
+* `sec_file_number` *(secondary strong-ID, SEC feed only)*
+  * Definition: SEC-issued file number for the firm. Prefix encodes the
+    registration kind: `801-XXXXXX` for SEC-registered RIAs, `802-XXXXXX`
+    for Exempt Reporting Advisers (ERAs).
+  * Examples: `801-135399`, `802-120553`
+  * Derivation: `Info@SECNb` attribute on `<Firm>` in the SEC feed.
+    Not present on state-feed firms; emitted as a strong-ID only when
+    non-empty.
+  * Cross-source: matches `edgar.organization.sec_file_number` for
+    firms that also file via EDGAR.
+
+* `company_cik` *(strong-ID slot — not populated by IAPD)*
+  * Definition: SEC Central Index Key — EDGAR's per-filer numeric ID.
+  * Examples: `1234567`
+  * Derivation: not present in the bulk Part 1A XML. Slot exists so
+    Form ADV Schedule R or third-party CRD↔CIK cross-walks can populate
+    it without a breaking schema change. Property name matches
+    `edgar.organization.company_cik` so cross-source ER works the
+    moment values appear.
+
+* `lei` *(strong-ID slot — not populated by IAPD)*
+  * Definition: Legal Entity Identifier — 20-character ISO 17442 code.
+  * Examples: `549300LQQAVPLATTSU38`
+  * Derivation: not present in the bulk Part 1A XML. Slot exists so
+    per-firm IAPD detail (Schedule R) or third-party CRD↔LEI
+    cross-walks can populate it without a breaking schema change.
+    Property name matches `gleif.organization.lei` and
+    `edgar.organization.lei`.
+
+* `primary_business_name`
+  * Definition: Primary name under which the firm conducts advisory
+    business. May differ from legal name when the firm operates under a
+    trade name / DBA.
+  * Examples: `RABENOLD ADVISORS, INC.`, `MK CAPITAL`
+  * Derivation: `Info@BusNm` attribute on `<Firm>`.
+
+* `legal_name`
+  * Definition: Firm's full legal name as registered with the SEC and/or
+    state regulators.
+  * Examples: `RABENOLD ADVISORS, INC.`, `MK CAPITAL COMPANY`
+  * Derivation: `Info@LegalNm` attribute on `<Firm>`. Also passed as an
+    alias on the entity for entity resolution.
+
+* `is_umbrella_registration`
+  * Definition: String-encoded boolean (`"true"`/`"false"`) indicating
+    whether this filing represents an umbrella registration covering
+    multiple filing-adviser/relying-adviser entities under a single
+    Form ADV.
+  * Examples: `true`, `false`
+  * Derivation: `Info@UmbrRgstn` attribute on `<Firm>` (`Y`/`N`),
+    normalized to `true`/`false`.
+
+* `sec_region_code`
+  * Definition: SEC supervisory regional office code that has
+    jurisdiction over this firm (SEC-registered firms only).
+  * Examples: `NYRO`, `CHRO`, `LARO`
+  * Derivation: `Info@SECRgnCD` attribute. Omitted on state-feed firms
+    (where the SEC has no supervisory role).
+
+* `firm_registration_type`
+  * Definition: Firm's registration disposition with the SEC at the time
+    of the most recent filing. One of `Registered` (full SEC-registered
+    RIA), `ERA` (Exempt Reporting Adviser — files but is not fully
+    registered), or other values the SEC may emit.
+  * Examples: `Registered`, `ERA`
+  * Derivation: `Rgstn@FirmType` attribute on `<Firm>` (SEC feed). State
+    feed instead carries a `<StateRgstn>` block; the equivalent on the
+    state feed is derivable from the presence of `<StateRgstn>` plus
+    individual regulator codes.
+
+* `registration_status`
+  * Definition: Status of the firm's registration with its primary
+    regulator. For SEC-registered firms this is `Rgstn@St` (e.g.
+    `APPROVED`); for state-registered firms this is derived from the
+    first `<Rgltr>` element under `<StateRgstn>`.
+  * Examples: `APPROVED`, `ACTIVE`, `PENDING`, `TERMINATED`
+  * Derivation: `Rgstn@St` (SEC feed) or `StateRgstn/Rgltrs/Rgltr@St`
+    (state feed, first element).
+
+* `registration_date`
+  * Definition: Date the firm was approved/registered by its primary
+    regulator, formatted YYYY-MM-DD.
+  * Examples: `2026-02-24`, `2021-02-16`
+  * Derivation: `Rgstn@Dt` (SEC) or first `Rgltr@Dt` under
+    `StateRgstn/Rgltrs` (state).
+
+* `notice_filed_state_count`
+  * Definition: Number of US states where the firm has made notice
+    filings (SEC-registered firms). Notice filings are required of
+    SEC-registered firms in states where they have a place of business
+    or sufficient clients. Emitted as a float for numeric queryability.
+  * Examples: `0`, `1`, `50`
+  * Derivation: count of `<States>` elements under `<NoticeFiled>`
+    (SEC feed only).
+
+* `state_registration_count`
+  * Definition: Number of US state and territorial securities regulators
+    with which the firm is registered (state-registered firms). Emitted
+    as a float.
+  * Examples: `1`, `5`, `30`
+  * Derivation: count of `<Rgltr>` elements under `<StateRgstn>/<Rgltrs>`
+    (state feed only).
+
+* `latest_filing_date`
+  * Definition: Date of the most recent Form ADV filing represented in
+    this snapshot, YYYY-MM-DD.
+  * Examples: `2026-03-04`, `2025-08-01`
+  * Derivation: `Filing@Dt` attribute on `<Firm>`. Also used as the
+    record-level `Timestamp` because it bounds the freshness of the
+    Form ADV data.
+
+* `form_adv_version`
+  * Definition: Version label of the Form ADV form template used for
+    this filing.
+  * Examples: `10/2021`
+  * Derivation: `Filing@FormVrsn` attribute on `<Firm>`.
+
+### Address (Organization)
+
+* `physical_address`
+  * Definition: Firm's main office street address, formatted
+    `"Street1, Street2, City, ST ZIP, Country"`.
+  * Examples: `5930 MAIN STREET, SUITE 400, WILLIAMSVILLE, NY 14221,
+    United States`
+  * Derivation: assembled from `MainAddr@Strt1`, `MainAddr@Strt2`,
+    `MainAddr@City`, `MainAddr@State`, `MainAddr@PostlCd`,
+    `MainAddr@Cntry` on `<Firm>`.
+
+* `mailing_address`
+  * Definition: Firm's mailing address when distinct from the main
+    office address.
+  * Examples: `PO BOX 1234, ALBANY, NY 12201, United States`
+  * Derivation: same assembly applied to `<MailingAddr>`. Omitted when
+    the element is empty (the common case).
+
+* `main_phone_number`
+  * Definition: Main-office phone number as published by the firm. Not
+    normalized; the SEC publishes whatever the firm entered.
+  * Examples: `716-568-8790`, `6033037688`
+  * Derivation: `MainAddr@PhNb`.
+
+* `main_fax_number`
+  * Definition: Main-office fax number, if any.
+  * Examples: `716-568-8791`
+  * Derivation: `MainAddr@FaxNb`. Often missing.
+
+### Web Presence (Organization)
+
+* `website`
+  * Definition: Firm's website URL. The bulk feed allows multiple web
+    addresses per firm; we emit one `website` atom per `<WebAddr>`
+    element (i.e., the property can be multi-valued for a single firm).
+  * Examples: `http://www.rabenoldadvisors.com`,
+    `https://www.mkcapital.com/`
+  * Derivation: each `<WebAddr>` inside
+    `Part1A/Item1/WebAddrs` on `<Firm>`.
+
+### Organization Form (Organization)
+
+* `organization_form`
+  * Definition: Legal organization form of the firm (Item 3A of Form
+    ADV).
+  * Examples: `Corporation`, `Limited Partnership`, `Limited Liability
+    Company`, `Sole Proprietorship`
+  * Derivation: `Item3A@OrgFormNm` under `Part1A` on `<Firm>`.
+
+* `fiscal_year_end_month`
+  * Definition: Month in which the firm's fiscal year ends (Item 3B of
+    Form ADV).
+  * Examples: `DECEMBER`, `JUNE`
+  * Derivation: `Item3B@Q3B`.
+
+* `state_of_formation`
+  * Definition: US state or country in which the firm was organized
+    (Item 3C of Form ADV). Stored as the 2-letter US state code when
+    inside the US; otherwise the country name.
+  * Examples: `NY`, `DE`, `IL`
+  * Derivation: `Item3C@StateCD` (US) or `Item3C@CntryNm` (non-US).
+
+* `country_of_formation`
+  * Definition: Country in which the firm was organized.
+  * Examples: `United States`, `Cayman Islands`
+  * Derivation: `Item3C@CntryNm`.
+
+### Employees and Clients (Organization)
+
+* `total_employees`
+  * Definition: Total number of employees worldwide as of the firm's
+    most recent fiscal year-end (Item 5A). Float for numeric
+    queryability.
+  * Examples: `4`, `150`, `12000`
+  * Derivation: `Item5A@TtlEmp`.
+
+* `employees_providing_investment_advice`
+  * Definition: Number of employees who perform investment advisory
+    functions including research (Item 5B(1)).
+  * Examples: `1`, `30`
+  * Derivation: `Item5B@Q5B1`.
+
+* `client_count_band`
+  * Definition: Approximate band for total number of advisory clients
+    (Item 5H). The SEC publishes this as a coarse band string rather
+    than an exact count for privacy.
+  * Examples: `0`, `1-10`, `11-25`, `26-100`, `101-250`, `251-500`,
+    `51-100`, `More than 500`
+  * Derivation: `Item5H@Q5H`.
+
+### Assets Under Management (Organization)
+
+* `assets_under_management`
+  * Definition: Total regulatory assets under management (RAUM)
+    reported on Form ADV, in USD. Sum of discretionary and
+    non-discretionary RAUM. Item 5F(2)(c).
+  * Examples: `35557038`, `15000000000`
+  * Derivation: `Item5F@Q5F2C` (already in USD; passed through as a
+    float).
+
+* `discretionary_assets_under_management`
+  * Definition: Regulatory AUM where the firm has discretionary
+    authority, in USD. Item 5F(2)(a).
+  * Examples: `35557038`, `0`
+  * Derivation: `Item5F@Q5F2A`.
+
+* `non_discretionary_assets_under_management`
+  * Definition: Regulatory AUM where the firm advises without
+    discretionary authority, in USD. Item 5F(2)(b).
+  * Examples: `0`, `8000000`
+  * Derivation: `Item5F@Q5F2B`.
+
+* `non_us_assets_under_management`
+  * Definition: Portion of RAUM attributable to non-US clients, in USD.
+    Item 5F(3).
+  * Examples: `0`, `1200000`
+  * Derivation: `Item5F@Q5F3`.
+
+* `discretionary_account_count`
+  * Definition: Number of discretionary advisory accounts. Item 5F(2)(d).
+  * Examples: `117`, `5000`
+  * Derivation: `Item5F@Q5F2D`.
+
+* `non_discretionary_account_count`
+  * Definition: Number of non-discretionary advisory accounts. Item
+    5F(2)(e).
+  * Examples: `0`, `12`
+  * Derivation: `Item5F@Q5F2E`.
+
+* `total_account_count`
+  * Definition: Total number of advisory accounts. Item 5F(2)(f).
+  * Examples: `117`, `5012`
+  * Derivation: `Item5F@Q5F2F`.
+
+### Advisory Services Offered (Organization)
+
+Each service is emitted as a string atom with value `"true"` only when
+the firm answered `Y` on the relevant Item 5G subfield. Absent atoms
+mean the firm answered `N` or left the field blank — they are
+intentionally not emitted as `"false"` to keep the atom count down at
+production scale (~45K firms × ~10 services would add ~450K atoms with
+no semantic gain).
+
+* `provides_financial_planning_services`
+  * Definition: Firm provides financial planning services (Item 5G(1)).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G1=="Y"` — emitted only when true.
+
+* `provides_individual_portfolio_management`
+  * Definition: Firm manages portfolios for individuals (Item 5G(2)).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G2=="Y"`.
+
+* `provides_institutional_portfolio_management`
+  * Definition: Firm manages portfolios for institutions (Item 5G(5)).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G5=="Y"`.
+
+* `provides_pooled_vehicle_portfolio_management`
+  * Definition: Firm manages portfolios for pooled investment vehicles
+    (Item 5G(3) and 5G(4) — covers both registered and unregistered
+    pooled vehicles).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G3=="Y" || Item5G@Q5G4=="Y"`.
+
+* `provides_pension_consulting_services`
+  * Definition: Firm provides pension consulting services (Item 5G(8)).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G8=="Y"`.
+
+* `provides_selection_of_other_advisers`
+  * Definition: Firm selects other advisers on behalf of clients
+    (including via wrap programs). Item 5G(9).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G9=="Y"`.
+
+* `provides_market_timing_services`
+  * Definition: Firm offers market-timing services. Item 5G(10).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G10=="Y"`.
+
+* `provides_security_ratings_services`
+  * Definition: Firm provides securities ratings or pricing services.
+    Item 5G(11).
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G11=="Y"`.
+
+* `provides_other_advisory_services`
+  * Definition: Firm provides other advisory services not listed
+    elsewhere on Item 5G; the free-form description (if any) lives in
+    `other_advisory_services_description`.
+  * Examples: `true`
+  * Derivation: `Item5G@Q5G12=="Y"`.
+
+* `other_advisory_services_description`
+  * Definition: Free-text description of the "other" advisory services
+    the firm offers, when `provides_other_advisory_services` is true.
+  * Examples: `Investment research and securities analysis`
+  * Derivation: `Item5G@Q5G12Oth`. Omitted when blank.
+
+### Wrap Fee Programs (Organization)
+
+* `is_wrap_fee_program_sponsor`
+  * Definition: String-encoded boolean indicating whether the firm
+    sponsors a wrap fee program (Item 5I(1)).
+  * Examples: `true`, `false`
+  * Derivation: `Item5I@Q5I1`, normalized from `Y`/`N`.
+
+* `wrap_fee_sponsor_assets`
+  * Definition: Total assets in wrap fee programs the firm sponsors,
+    in USD. Item 5I(2)(a).
+  * Examples: `12500000000`
+  * Derivation: `Item5I@Q5I2A`. Omitted when 0 or missing.
+
+* `wrap_fee_portfolio_assets`
+  * Definition: Total assets in wrap fee programs the firm acts as a
+    portfolio manager for, in USD. Item 5I(2)(b).
+  * Examples: `8000000`
+  * Derivation: `Item5I@Q5I2B`.
+
+### Disciplinary Disclosures (Organization)
+
+Item 11 of Form ADV asks the firm to disclose criminal, regulatory,
+civil, and bankruptcy history. The bulk XML feed exposes only the
+Yes/No flags from Items 11A–H — the full DRP (Disclosure Reporting
+Page) detail lives in the per-firm PDF brochures and is out of scope
+for v0. We emit ONLY a single rollup flag (`has_disciplinary_disclosure`)
+plus the individual flags that are most operationally useful
+(criminal, regulatory action). The rest can be added incrementally
+later.
+
+* `has_disciplinary_disclosure`
+  * Definition: String-encoded boolean indicating that the firm or any
+    of its advisory affiliates has answered "Yes" to at least one
+    question in Item 11 (criminal, regulatory, civil, or bankruptcy).
+    A rollup; `false` means clean across all Item 11 subquestions.
+  * Examples: `true`, `false`
+  * Derivation: `Item11@Q11`, normalized from `Y`/`N`.
+
+* `has_criminal_disclosure`
+  * Definition: String-encoded boolean rollup of Item 11A: any criminal
+    conviction or pending charge against the firm or an advisory
+    affiliate.
+  * Examples: `true`, `false`
+  * Derivation: `Item11A@Q11A1=="Y" || Item11A@Q11A2=="Y"`,
+    normalized.
+
+* `has_regulatory_action_disclosure`
+  * Definition: String-encoded boolean rollup of Item 11B–E: any
+    regulatory action by the SEC, CFTC, other federal regulator, state
+    regulator, foreign regulator, or self-regulatory organization
+    against the firm or an advisory affiliate.
+  * Examples: `true`, `false`
+  * Derivation: logical-OR across all `Item11B..E@Q*` flags,
+    normalized.
+
+## 4. Entity Relationships Summary
+
+```
+organization ──[is_located_at]──→ location   (main office)
+organization ──[is_located_at]──→ location   (mailing address, when distinct)
+```
+
+There are no inter-firm relationships in the bulk Form ADV feed —
+ownership and control-person disclosures (Schedule A/B/C, Item 7) are
+present at the Y/N flag level but the underlying detail rows are not in
+the daily XML. Future iterations could add `controlled_by` /
+`affiliated_with` relationships when those schedules are wired in.
+
+## 5. Attributes
+
+None. All atoms carry standard citations; no source-specific
+attributes are emitted.

package/skill/iapd/schema.yaml

@@ -0,0 +1,515 @@
+# Dataset schema for IAPD (SEC Investment Adviser Public Disclosure).
+#
+# This schema describes entity types, properties, and relationships produced
+# by atomizing the IAPD Form ADV Part 1A daily XML compilation feeds:
+#
+#   - IA_FIRM_SEC_Feed_*.xml.gz   — SEC-registered RIAs + Exempt Reporting
+#                                   Advisers. Source name: "iapd_sec".
+#   - IA_FIRM_STATE_Feed_*.xml.gz — State-registered Investment Advisers.
+#                                   Source name: "iapd_state".
+#
+# Both feeds emit the same entity types. crd_number is the canonical
+# strong ID — chosen to align with the cross-source convention (edgar
+# also uses an unprefixed crd_number on its organization flavor), so
+# IAPD firms and EDGAR registrants collapse to one entity per CRD.
+# sec_file_number is a secondary strong ID for SEC-feed firms.
+# company_cik and lei are declared as strong-ID slots so the slots
+# exist when downstream cross-walks (Form ADV Schedule R, third-party
+# CRD↔LEI mappings) start populating them — adding strong-ID slots
+# later is a breaking schema change.
+#
+# Scope: Form ADV Part 1A only. Part 1B (state addenda), Part 2 (brochures),
+# and Part 3 (CRS) are per-firm PDFs not in the bulk feed; they are
+# deferred to a future iteration.
+name: "iapd"
+description: "SEC Investment Adviser Public Disclosure (IAPD) Form ADV Part 1A data for SEC-registered Registered Investment Advisers, Exempt Reporting Advisers, and state-registered Investment Advisers, sourced from the daily IAPD compilation XML feeds"
+
+extraction:
+  flavors: closed
+  properties: closed
+  relationships: closed
+  attributes: closed
+  events: closed
+
+flavors:
+  - name: "organization"
+    description: "A particular business, institution, or organization such as a corporation, university, government agency, or non-profit"
+    display_name: "Organization"
+    mergeability: not_mergeable
+    # Property-name alignment matters: strong-ID matches key on
+    # (flavor, property, value), so crd_number / sec_file_number /
+    # company_cik / lei here match the same-named strong-IDs on
+    # edgar's organization flavor and gleif's organization flavor.
+    strong_id_properties: ["crd_number", "sec_file_number", "company_cik", "lei"]
+    passive: true
+
+  - name: "location"
+    description: "A specific named geographic location such as a city, country, region, or landmark"
+    display_name: "Location"
+    mergeability: not_mergeable
+    examples: ["New York City", "San Francisco", "North America", "Bakery Square"]
+    passive: true
+
+properties:
+  # --- Identity and Registration ---
+
+  - name: "crd_number"
+    type: string
+    description: "FINRA-assigned firm CRD (Central Registration Depository) number, the canonical unique identifier for SEC-registered and state-registered investment advisory firms; stable across registration status changes. Derived from the FirmCrdNb attribute on the IAPD <Firm> element. Property name is unprefixed to match edgar's organization.crd_number so an iapd firm and an edgar registrant with the same CRD resolve to the same entity"
+    display_name: "CRD Number"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["283882", "312360", "324069"]
+    passive: true
+
+  - name: "sec_file_number"
+    type: string
+    description: "SEC file number — registrant identifier assigned by the SEC (e.g. 801-XXXXX for advisers, 084-XXXXX for funds). For IAPD firms the 801-prefix denotes a fully SEC-registered Registered Investment Adviser and the 802-prefix denotes an Exempt Reporting Adviser; derived from the SECNb attribute on the IAPD <Firm> element (SEC feed only). Promoted to a strong-ID on organization so iapd firms cross-resolve with edgar registrants by SEC file number when CRD is missing on one side"
+    display_name: "SEC File Number"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["801-135399", "802-120553"]
+    passive: true
+
+  - name: "company_cik"
+    type: string
+    description: "SEC Central Index Key (CIK) assigned by EDGAR to entities that file with the SEC. Property name matches edgar's organization.company_cik so iapd firms that also file via EDGAR (e.g. publicly-traded asset managers, fund advisers) cross-resolve to the same organization entity. Not present in the IAPD bulk XML — the slot is declared so downstream CRD↔CIK cross-walks (Form ADV Schedule R or third-party feeds) can populate it without a breaking schema change"
+    display_name: "Company CIK"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["1234567"]
+    passive: true
+
+  - name: "lei"
+    type: string
+    description: "Legal Entity Identifier — 20-character ISO 17442 code globally identifying a legal entity. Property name matches gleif's organization.lei and edgar's organization.lei so iapd firms cross-resolve to GLEIF and EDGAR records by LEI. Not present in the IAPD bulk Part 1A XML — the slot is declared so per-firm IAPD detail XML (Schedule R) or third-party cross-walks can populate it without a breaking schema change"
+    display_name: "LEI"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["549300LQQAVPLATTSU38"]
+    passive: true
+
+  - name: "primary_business_name"
+    type: string
+    description: "Primary business name under which the firm conducts advisory business; may differ from the legal name when the firm operates under a trade name or DBA. Derived from the BusNm attribute on the IAPD <Firm> element"
+    display_name: "Primary Business Name"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["RABENOLD ADVISORS, INC.", "MK CAPITAL"]
+    passive: true
+
+  - name: "legal_name"
+    type: string
+    description: "Firm's full legal name as registered with regulators; derived from the LegalNm attribute on the IAPD <Firm> element"
+    display_name: "Legal Name"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["RABENOLD ADVISORS, INC.", "MK CAPITAL COMPANY"]
+    passive: true
+
+  - name: "is_umbrella_registration"
+    type: string
+    description: "String-encoded boolean (\"true\"/\"false\") indicating whether this Form ADV filing represents an umbrella registration covering multiple filing-adviser/relying-adviser entities under a single filing. Derived from the UmbrRgstn attribute on the IAPD <Firm> element"
+    display_name: "Umbrella Registration"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true", "false"]
+    passive: true
+
+  - name: "sec_region_code"
+    type: string
+    description: "SEC regional office code with supervisory jurisdiction over the firm. Derived from the SECRgnCD attribute on the IAPD <Firm> element (SEC-registered firms only)"
+    display_name: "SEC Region Code"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["NYRO", "CHRO", "LARO"]
+    passive: true
+
+  - name: "firm_registration_type"
+    type: string
+    description: "Firm's registration disposition with the SEC. \"Registered\" denotes a fully SEC-registered Registered Investment Adviser; \"ERA\" denotes an Exempt Reporting Adviser that files but is not fully registered. Derived from the Rgstn FirmType attribute on the IAPD <Firm> element (SEC feed only)"
+    display_name: "Firm Registration Type"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["Registered", "ERA"]
+    passive: true
+
+  - name: "firm_registration_status"
+    type: string
+    description: "Status of the firm's registration with its primary securities regulator (SEC or a US state); distinct from LEI registration status. For SEC-registered firms, derived from the Rgstn St attribute. For state-registered firms, derived from the first state regulator's status under StateRgstn/Rgltrs"
+    display_name: "Firm Registration Status"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["APPROVED", "ACTIVE", "PENDING", "TERMINATED"]
+    passive: true
+
+  - name: "firm_registration_date"
+    type: string
+    description: "Date the firm was approved or registered by its primary securities regulator (SEC or a US state), formatted YYYY-MM-DD. Derived from the Rgstn Dt attribute (SEC feed) or the first state regulator's Dt under StateRgstn/Rgltrs (state feed)"
+    display_name: "Firm Registration Date"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["2026-02-24", "2021-02-16"]
+    passive: true
+
+  - name: "notice_filed_state_count"
+    type: float
+    description: "Number of US states where the SEC-registered firm has filed notice filings; counts <States> elements under <NoticeFiled> on the IAPD <Firm> element (SEC feed only)"
+    display_name: "Notice-Filed State Count"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "state_registration_count"
+    type: float
+    description: "Number of US state and territorial securities regulators with which the firm is state-registered; counts <Rgltr> elements under StateRgstn/Rgltrs on the IAPD <Firm> element (state feed only)"
+    display_name: "State Registration Count"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "latest_filing_date"
+    type: string
+    description: "Date of the most recent Form ADV filing represented in this IAPD snapshot, formatted YYYY-MM-DD. Derived from the Filing Dt attribute on the <Firm> element; also used as the record-level timestamp because it bounds the freshness of the Form ADV data"
+    display_name: "Latest Form ADV Filing Date"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["2026-03-04", "2025-08-01"]
+    passive: true
+
+  - name: "form_adv_version"
+    type: string
+    description: "Version label of the Form ADV template used for the firm's most recent filing. Derived from the Filing FormVrsn attribute on the <Firm> element"
+    display_name: "Form ADV Version"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["10/2021"]
+    passive: true
+
+  # --- Address and Contact ---
+
+  - name: "physical_address"
+    type: string
+    description: "Physical street address of the entity"
+    display_name: "Physical Address"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["5930 MAIN STREET, SUITE 400, WILLIAMSVILLE, NY 14221, United States"]
+    passive: true
+
+  - name: "mailing_address"
+    type: string
+    description: "Mailing address as formatted string"
+    display_name: "Mailing Address"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["PO BOX 1234, ALBANY, NY 12201, United States"]
+    passive: true
+
+  - name: "main_phone_number"
+    type: string
+    description: "Main office phone number as published by the firm; not normalized. Derived from the MainAddr PhNb attribute on the <Firm> element"
+    display_name: "Main Phone Number"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["716-568-8790", "6033037688"]
+    passive: true
+
+  - name: "main_fax_number"
+    type: string
+    description: "Main office fax number as published by the firm. Derived from the MainAddr FaxNb attribute on the <Firm> element; often missing"
+    display_name: "Main Fax Number"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["716-568-8791"]
+    passive: true
+
+  - name: "website"
+    type: string
+    description: "Primary website URL of the institution, derived from the WEBADDR field; omitted when blank"
+    display_name: "Website"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["http://www.rabenoldadvisors.com", "https://www.mkcapital.com/"]
+    passive: true
+
+  # --- Organization Form ---
+
+  - name: "organization_form"
+    type: string
+    description: "Legal organization form of the firm as reported on Form ADV Item 3A. Derived from the Item3A OrgFormNm attribute"
+    display_name: "Organization Form"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["Corporation", "Limited Partnership", "Limited Liability Company", "Sole Proprietorship"]
+    passive: true
+
+  - name: "fiscal_year_end_month"
+    type: string
+    description: "Month in which the firm's fiscal year ends, as reported on Form ADV Item 3B. Derived from the Item3B Q3B attribute"
+    display_name: "Fiscal Year End Month"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["DECEMBER", "JUNE"]
+    passive: true
+
+  - name: "state_of_formation"
+    type: string
+    description: "US state (2-letter code) or non-US country in which the firm was organized, as reported on Form ADV Item 3C. Derived from Item3C StateCD when inside the US, otherwise CntryNm"
+    display_name: "State of Formation"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["NY", "DE", "IL"]
+    passive: true
+
+  - name: "country_of_formation"
+    type: string
+    description: "Country in which the firm was organized, as reported on Form ADV Item 3C. Derived from the Item3C CntryNm attribute"
+    display_name: "Country of Formation"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["United States", "Cayman Islands"]
+    passive: true
+
+  # --- Employees and Clients ---
+
+  - name: "total_employees"
+    type: float
+    description: "Total number of employees worldwide as of the firm's most recent fiscal year-end; from Form ADV Item 5A. Derived from the Item5A TtlEmp attribute"
+    display_name: "Total Employees"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "employees_providing_investment_advice"
+    type: float
+    description: "Number of employees who perform investment-advisory functions including research; from Form ADV Item 5B(1). Derived from the Item5B Q5B1 attribute"
+    display_name: "Employees Providing Investment Advice"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "client_count_band"
+    type: string
+    description: "Coarse band for the firm's total number of advisory clients; the SEC publishes a band rather than an exact count for privacy. From Form ADV Item 5H. Derived from the Item5H Q5H attribute"
+    display_name: "Client Count Band"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["0", "1-10", "11-25", "26-100", "51-100", "101-250", "251-500", "More than 500"]
+    passive: true
+
+  # --- Assets Under Management ---
+
+  - name: "assets_under_management"
+    type: float
+    description: "Total regulatory assets under management (RAUM) reported on Form ADV Item 5F(2)(c), in USD; the sum of discretionary and non-discretionary RAUM. Derived from the Item5F Q5F2C attribute"
+    display_name: "Assets Under Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "discretionary_assets_under_management"
+    type: float
+    description: "Regulatory assets under management for which the firm has discretionary authority, in USD; from Form ADV Item 5F(2)(a). Derived from the Item5F Q5F2A attribute"
+    display_name: "Discretionary Assets Under Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "non_discretionary_assets_under_management"
+    type: float
+    description: "Regulatory assets under management for which the firm advises without discretionary authority, in USD; from Form ADV Item 5F(2)(b). Derived from the Item5F Q5F2B attribute"
+    display_name: "Non-Discretionary Assets Under Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "non_us_assets_under_management"
+    type: float
+    description: "Portion of regulatory assets under management attributable to non-US clients, in USD; from Form ADV Item 5F(3). Derived from the Item5F Q5F3 attribute"
+    display_name: "Non-US Assets Under Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "discretionary_account_count"
+    type: float
+    description: "Number of discretionary advisory accounts; from Form ADV Item 5F(2)(d). Derived from the Item5F Q5F2D attribute"
+    display_name: "Discretionary Account Count"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "non_discretionary_account_count"
+    type: float
+    description: "Number of non-discretionary advisory accounts; from Form ADV Item 5F(2)(e). Derived from the Item5F Q5F2E attribute"
+    display_name: "Non-Discretionary Account Count"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "total_account_count"
+    type: float
+    description: "Total number of advisory accounts; from Form ADV Item 5F(2)(f). Derived from the Item5F Q5F2F attribute"
+    display_name: "Total Account Count"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  # --- Advisory Services (emitted only when firm answered Y on Form ADV Item 5G) ---
+
+  - name: "provides_financial_planning_services"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm provides financial planning services; from Form ADV Item 5G(1). The atom is emitted ONLY when the firm answered Y (i.e. value is always \"true\" when present); an absent atom means the firm answered N or left it blank. Derived from the Item5G Q5G1 attribute"
+    display_name: "Provides Financial Planning Services"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_individual_portfolio_management"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm manages portfolios for individuals (other than high-net-worth individuals); from Form ADV Item 5G(2). Emitted only when true. Derived from the Item5G Q5G2 attribute"
+    display_name: "Provides Individual Portfolio Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_institutional_portfolio_management"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm manages portfolios for institutional clients; from Form ADV Item 5G(5). Emitted only when true. Derived from the Item5G Q5G5 attribute"
+    display_name: "Provides Institutional Portfolio Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_pooled_vehicle_portfolio_management"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm manages portfolios for pooled investment vehicles (registered investment companies and/or unregistered pooled vehicles such as hedge funds); from Form ADV Items 5G(3) and 5G(4). Emitted only when true on either subitem. Derived from the Item5G Q5G3 or Q5G4 attribute"
+    display_name: "Provides Pooled Vehicle Portfolio Management"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_pension_consulting_services"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm provides pension consulting services; from Form ADV Item 5G(8). Emitted only when true. Derived from the Item5G Q5G8 attribute"
+    display_name: "Provides Pension Consulting Services"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_selection_of_other_advisers"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm selects other investment advisers on behalf of its clients (including via wrap programs); from Form ADV Item 5G(9). Emitted only when true. Derived from the Item5G Q5G9 attribute"
+    display_name: "Provides Selection of Other Advisers"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_market_timing_services"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm offers market-timing services; from Form ADV Item 5G(10). Emitted only when true. Derived from the Item5G Q5G10 attribute"
+    display_name: "Provides Market Timing Services"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_security_ratings_services"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm provides securities ratings or pricing services; from Form ADV Item 5G(11). Emitted only when true. Derived from the Item5G Q5G11 attribute"
+    display_name: "Provides Security Ratings Services"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "provides_other_advisory_services"
+    type: string
+    description: "String-encoded boolean (\"true\") indicating that the firm provides other advisory services not specifically enumerated on Form ADV Item 5G; from Item 5G(12). Emitted only when true. Derived from the Item5G Q5G12 attribute. The free-form description (when present) is captured in the other_advisory_services_description property"
+    display_name: "Provides Other Advisory Services"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true"]
+    passive: true
+
+  - name: "other_advisory_services_description"
+    type: string
+    description: "Free-text description of the \"other\" advisory services the firm offers when provides_other_advisory_services is true; from Form ADV Item 5G(12) freeform field. Derived from the Item5G Q5G12Oth attribute"
+    display_name: "Other Advisory Services Description"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["NEGOTIATED FINANCIAL PLANNING FEE", "INVESTMENT RESEARCH AND SECURITIES ANALYSIS"]
+    passive: true
+
+  # --- Wrap Fee Programs ---
+
+  - name: "is_wrap_fee_program_sponsor"
+    type: string
+    description: "String-encoded boolean (\"true\"/\"false\") indicating whether the firm sponsors a wrap fee program (a program that bundles advisory, brokerage, custody, and other services for a single fee); from Form ADV Item 5I(1). Derived from the Item5I Q5I1 attribute"
+    display_name: "Wrap Fee Program Sponsor"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true", "false"]
+    passive: true
+
+  - name: "wrap_fee_sponsor_assets"
+    type: float
+    description: "Total assets in wrap fee programs the firm sponsors, in USD; from Form ADV Item 5I(2)(a). Derived from the Item5I Q5I2A attribute"
+    display_name: "Wrap Fee Sponsor Assets"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  - name: "wrap_fee_portfolio_assets"
+    type: float
+    description: "Total assets in wrap fee programs for which the firm acts as portfolio manager, in USD; from Form ADV Item 5I(2)(b). Derived from the Item5I Q5I2B attribute"
+    display_name: "Wrap Fee Portfolio Assets"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    passive: true
+
+  # --- Disciplinary Disclosures (rollups only; per-item DRP detail not in bulk feed) ---
+
+  - name: "has_disciplinary_disclosure"
+    type: string
+    description: "String-encoded boolean rollup (\"true\"/\"false\") indicating that the firm or any of its advisory affiliates has answered Yes to at least one question in Form ADV Item 11 (criminal, regulatory, civil, or bankruptcy). False means clean across all Item 11 subquestions. Derived from the Item11 Q11 attribute"
+    display_name: "Has Disciplinary Disclosure"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true", "false"]
+    passive: true
+
+  - name: "has_criminal_disclosure"
+    type: string
+    description: "String-encoded boolean rollup (\"true\"/\"false\") of Form ADV Item 11A indicating whether the firm or an advisory affiliate has a criminal conviction or pending criminal charge. Derived from logical-OR of the Item11A Q11A1 and Q11A2 attributes"
+    display_name: "Has Criminal Disclosure"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true", "false"]
+    passive: true
+
+  - name: "has_regulatory_action_disclosure"
+    type: string
+    description: "String-encoded boolean rollup (\"true\"/\"false\") of Form ADV Items 11B-11E indicating whether the firm or an advisory affiliate has been the subject of any regulatory action by the SEC, CFTC, another federal regulator, a state regulator, a foreign regulator, or a self-regulatory organization. Derived from logical-OR of all Q11B*/Q11C*/Q11D*/Q11E* attributes"
+    display_name: "Has Regulatory Action Disclosure"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    examples: ["true", "false"]
+    passive: true
+
+relationships:
+  - name: "is_located_at"
+    description: "An entity is located at, operates in, resides in, is headquartered in, was born in, visits, or died in a location"
+    display_name: "Located At"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    target_flavors: ["location"]
+    examples: ["Rabenold Advisors, Inc. is located at Williamsville, NY"]
+    passive: true