@yottagraph-app/data-model-skill 0.0.8 → 0.0.10

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@yottagraph-app/data-model-skill",
-  "version": "0.0.8",
+  "version": "0.0.10",
   "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

@@ -1732,19 +1732,19 @@ relationships:
   # ── Organization → Filing ──
 
   - name: "filed"
-    description: "Link from a company to an SEC filing document it filed, or from a sub-record (event, transaction, holding) to its parent filing"
+    description: "Link from a company or person to an SEC filing document they filed, or from a sub-record (event, transaction, holding) to its parent filing"
     display_name: "Filed"
     mergeability: not_mergeable
-    domain_flavors: ["organization", "sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing"]
+    domain_flavors: ["organization", "person", "sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing"]
     target_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing"]
     passive: true
 
   - name: "is_issuer_of"
-    description: "Link from an issuer organization to a Section 16 ownership filing (Forms 3/4) where the CIK is the issuer, not the filer. The actual filer (insider) is resolved from the raw document header."
+    description: "Link from an issuer organization to an ownership filing (Forms 3/4, SC 13D/G) where the CIK is the issuer, not the filer"
     display_name: "Is Issuer Of"
     mergeability: not_mergeable
     domain_flavors: ["organization"]
-    target_flavors: ["sec::form_3", "sec::form_4", "sec::filing"]
+    target_flavors: ["sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::filing"]
     passive: true
 
   - name: "filing_reference"
@@ -1758,10 +1758,10 @@ relationships:
   # ── Filing → Organization ──
 
   - name: "issued_by"
-    description: "Link from a filing to the company it pertains to (the filer for most forms; the issuer for ownership forms)"
+    description: "Link from a filing or financial instrument to the company it pertains to (the filer for most forms; the issuer for ownership forms and 13F holdings)"
     display_name: "Issued By"
     mergeability: not_mergeable
-    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing", "financial_instrument"]
     target_flavors: ["organization"]
     passive: true
 
@@ -1774,10 +1774,10 @@ relationships:
     passive: true
 
   - name: "filer"
-    description: "Link from a filing to the beneficial owner or manager who filed it"
+    description: "Link from a filing to the entity (person or organization) who filed it"
     display_name: "Filer"
     mergeability: not_mergeable
-    domain_flavors: ["sec::sc_13d", "sec::sc_13g", "sec::13f_hr"]
+    domain_flavors: ["sec::10_k", "sec::10_q", "sec::20_f", "sec::8_k", "sec::6_k", "sec::40_f", "sec::form_3", "sec::form_4", "sec::sc_13d", "sec::sc_13g", "sec::13f_hr", "sec::def_14a", "sec::filing"]
     target_flavors: ["organization", "person"]
     passive: true
 
@@ -1826,10 +1826,10 @@ relationships:
   # ── Organization → Financial Instrument ──
 
   - name: "holds_position"
-    description: "Link from an investment manager to a security it holds (13F-HR)"
+    description: "Link from an investment manager or fund to a security it holds (13F-HR, N-PORT)"
     display_name: "Holds Position"
     mergeability: not_mergeable
-    domain_flavors: ["organization"]
+    domain_flavors: ["organization", "financial_instrument"]
     target_flavors: ["financial_instrument"]
     passive: true
 
@@ -1867,6 +1867,16 @@ relationships:
     target_flavors: ["organization"]
     passive: true
 
+  # ── Organization → Financial Instrument (issuer link) ──
+
+  - name: "issues_security"
+    description: "Link from an issuing company to a financial instrument it has issued, identified by CUSIP (SC 13D/G)"
+    display_name: "Issues Security"
+    mergeability: not_mergeable
+    domain_flavors: ["organization"]
+    target_flavors: ["financial_instrument"]
+    passive: true
+
 # =============================================================================
 # ATTRIBUTES
 # =============================================================================