@yottagraph-app/data-model-skill 0.0.37 → 0.0.39

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