datamule 1.2.2__py3-none-any.whl → 1.2.4__py3-none-any.whl

datamule/document/mappings/nmfp.py

@@ -0,0 +1,275 @@
+# N-MFP Metadata mapping
+metadata_nmfp_dict = {
+    'filerInfo_filer_filerCredentials_ccc': 'filerCcc',
+    'filerInfo_filer_filerCredentials_cik': 'filerCik',
+    'submissionType': 'submissionType'
+}
+
+# N-MFP General Information mapping
+general_information_nmfp_dict = {
+    'acquiredMergedFund': 'acquiredMergedFund',
+    'acquiredMergedFund_cik': 'acquiredMergedFundCik',
+    'acquiredMergedFund_fileNumber': 'acquiredMergedFundFileNumber',
+    'acquiredMergedFund_seriesId': 'acquiredMergedFundSeriesId',
+    'cik': 'cik',
+    'finalFilingFlag': 'finalFilingFlag',
+    'fundAcqrdOrMrgdWthAnthrFlag': 'fundAcquiredOrMergedWithAnotherFlag',
+    'fundLiquidatingFlag': 'fundLiquidatingFlag',
+    'fundMrgOrAcqrdByOthrFlag': 'fundMergedOrAcquiredByOtherFlag',
+    'leiOfSeries': 'leiOfSeries',
+    'nameOfSeries': 'nameOfSeries',
+    'registrantFullName': 'registrantFullName',
+    'registrantLEIId': 'registrantLEIId',
+    'reportDate': 'reportDate',
+    'seriesId': 'seriesId',
+    'successorFund_cik': 'successorFundCik',
+    'successorFund_fileNumber': 'successorFundFileNumber',
+    'successorFund_seriesId': 'successorFundSeriesId',
+    'totalShareClassesInSeries': 'totalShareClassesInSeries'
+}
+
+# N-MFP Series Level Info mapping
+series_level_info_nmfp_dict = {
+    'administrator': 'administrator',
+    'administrator_administratorName': 'administratorName',
+    'adviser': 'adviser',
+    'adviser_adviserFileNumber': 'adviserFileNumber',
+    'adviser_adviserName': 'adviserName',
+    'amortizedCostPortfolioSecurities': 'amortizedCostPortfolioSecurities',
+    'averageLifeMaturity': 'averageLifeMaturity',
+    'averagePortfolioMaturity': 'averagePortfolioMaturity',
+    'cash': 'cash',
+    'cashMgmtVehicleAffliatedFundFlag': 'cashManagementVehicleAffiliatedFundFlag',
+    'dailyNetAssetValuePerShareSeries': 'dailyNetAssetValuePerShareSeries',
+    'feederFund': 'feederFund',
+    'feederFundFlag': 'feederFundFlag',
+    'feederFund_cik': 'feederFundCik',
+    'feederFund_fileNumber': 'feederFundFileNumber',
+    'feederFund_name': 'feederFundName',
+    'feederFund_seriesId': 'feederFundSeriesId',
+    'fundExemptRetailFlag': 'fundExemptRetailFlag',
+    'fundRetailMoneyMarketFlag': 'fundRetailMoneyMarketFlag',
+    'govMoneyMrktFundFlag': 'governmentMoneyMarketFundFlag',
+    'indpPubAccountant_city': 'independentPublicAccountantCity',
+    'indpPubAccountant_name': 'independentPublicAccountantName',
+    'indpPubAccountant_stateCountry': 'independentPublicAccountantStateCountry',
+    'liquidAssetsDetails': 'liquidAssetsDetails',
+    'liquidityFeeFundApplyFlag': 'liquidityFeeFundApplyFlag',
+    'masterFeederFund_cik': 'masterFeederFundCik',
+    'masterFeederFund_fileNumber': 'masterFeederFundFileNumber',
+    'masterFeederFund_name': 'masterFeederFundName',
+    'masterFeederFund_seriesId': 'masterFeederFundSeriesId',
+    'masterFundFlag': 'masterFundFlag',
+    'moneyMarketFundCategory': 'moneyMarketFundCategory',
+    'netAssetOfSeries': 'netAssetOfSeries',
+    'netAssetValue_fridayWeek1': 'netAssetValueFridayWeek1',
+    'netAssetValue_fridayWeek2': 'netAssetValueFridayWeek2',
+    'netAssetValue_fridayWeek3': 'netAssetValueFridayWeek3',
+    'netAssetValue_fridayWeek4': 'netAssetValueFridayWeek4',
+    'netAssetValue_fridayWeek5': 'netAssetValueFridayWeek5',
+    'numberOfSharesOutstanding': 'numberOfSharesOutstanding',
+    'percentageDailyLiquidAssets_fridayDay1': 'percentageDailyLiquidAssetsFridayDay1',
+    'percentageDailyLiquidAssets_fridayDay2': 'percentageDailyLiquidAssetsFridayDay2',
+    'percentageDailyLiquidAssets_fridayDay3': 'percentageDailyLiquidAssetsFridayDay3',
+    'percentageDailyLiquidAssets_fridayDay4': 'percentageDailyLiquidAssetsFridayDay4',
+    'percentageDailyLiquidAssets_fridayDay5': 'percentageDailyLiquidAssetsFridayDay5',
+    'percentageDailyLiquidAssets_fridayWeek1': 'percentageDailyLiquidAssetsFridayWeek1',
+    'percentageDailyLiquidAssets_fridayWeek2': 'percentageDailyLiquidAssetsFridayWeek2',
+    'percentageDailyLiquidAssets_fridayWeek3': 'percentageDailyLiquidAssetsFridayWeek3',
+    'percentageDailyLiquidAssets_fridayWeek4': 'percentageDailyLiquidAssetsFridayWeek4',
+    'percentageDailyLiquidAssets_fridayWeek5': 'percentageDailyLiquidAssetsFridayWeek5',
+    'percentageWeeklyLiquidAssets_fridayWeek1': 'percentageWeeklyLiquidAssetsFridayWeek1',
+    'percentageWeeklyLiquidAssets_fridayWeek2': 'percentageWeeklyLiquidAssetsFridayWeek2',
+    'percentageWeeklyLiquidAssets_fridayWeek3': 'percentageWeeklyLiquidAssetsFridayWeek3',
+    'percentageWeeklyLiquidAssets_fridayWeek4': 'percentageWeeklyLiquidAssetsFridayWeek4',
+    'percentageWeeklyLiquidAssets_fridayWeek5': 'percentageWeeklyLiquidAssetsFridayWeek5',
+    'securitiesActFileNumber': 'securitiesActFileNumber',
+    'seekStablePricePerShare': 'seekStablePricePerShare',
+    'seriesFundInsuCmpnySepAccntFlag': 'seriesFundInsuranceCompanySeparateAccountFlag',
+    'sevenDayGrossYield': 'sevenDayGrossYield',
+    'sevenDayGrossYield_sevenDayGrossYieldDate': 'sevenDayGrossYieldDate',
+    'sevenDayGrossYield_sevenDayGrossYieldValue': 'sevenDayGrossYieldValue',
+    'stablePricePerShare': 'stablePricePerShare',
+    'subAdviser': 'subAdviser',
+    'subAdviser_adviserFileNumber': 'subAdviserFileNumber',
+    'subAdviser_adviserName': 'subAdviserName',
+    'totalValueDailyLiquidAssets_fridayDay1': 'totalValueDailyLiquidAssetsFridayDay1',
+    'totalValueDailyLiquidAssets_fridayDay2': 'totalValueDailyLiquidAssetsFridayDay2',
+    'totalValueDailyLiquidAssets_fridayDay3': 'totalValueDailyLiquidAssetsFridayDay3',
+    'totalValueDailyLiquidAssets_fridayDay4': 'totalValueDailyLiquidAssetsFridayDay4',
+    'totalValueDailyLiquidAssets_fridayDay5': 'totalValueDailyLiquidAssetsFridayDay5',
+    'totalValueDailyLiquidAssets_fridayWeek1': 'totalValueDailyLiquidAssetsFridayWeek1',
+    'totalValueDailyLiquidAssets_fridayWeek2': 'totalValueDailyLiquidAssetsFridayWeek2',
+    'totalValueDailyLiquidAssets_fridayWeek3': 'totalValueDailyLiquidAssetsFridayWeek3',
+    'totalValueDailyLiquidAssets_fridayWeek4': 'totalValueDailyLiquidAssetsFridayWeek4',
+    'totalValueDailyLiquidAssets_fridayWeek5': 'totalValueDailyLiquidAssetsFridayWeek5',
+    'totalValueLiabilities': 'totalValueLiabilities',
+    'totalValueOtherAssets': 'totalValueOtherAssets',
+    'totalValuePortfolioSecurities': 'totalValuePortfolioSecurities',
+    'totalValueWeeklyLiquidAssets_fridayWeek1': 'totalValueWeeklyLiquidAssetsFridayWeek1',
+    'totalValueWeeklyLiquidAssets_fridayWeek2': 'totalValueWeeklyLiquidAssetsFridayWeek2',
+    'totalValueWeeklyLiquidAssets_fridayWeek3': 'totalValueWeeklyLiquidAssetsFridayWeek3',
+    'totalValueWeeklyLiquidAssets_fridayWeek4': 'totalValueWeeklyLiquidAssetsFridayWeek4',
+    'totalValueWeeklyLiquidAssets_fridayWeek5': 'totalValueWeeklyLiquidAssetsFridayWeek5',
+    'transferAgent': 'transferAgent',
+    'transferAgent_cik': 'transferAgentCik',
+    'transferAgent_fileNumber': 'transferAgentFileNumber',
+    'transferAgent_name': 'transferAgentName'
+}
+
+# N-MFP Class Level Info mapping
+class_level_info_nmfp_dict = {
+    'beneficialRecordOwnerCategory': 'beneficialRecordOwnerCategory',
+    'beneficialRecordOwnerCategory_beneficialRecordOwnerCategoryType': 'beneficialRecordOwnerCategoryType',
+    'beneficialRecordOwnerCategory_otherInvestorCategory': 'otherInvestorCategory',
+    'beneficialRecordOwnerCategory_percentOutstandingSharesBeneficial': 'percentOutstandingSharesBeneficial',
+    'beneficialRecordOwnerCategory_percentOutstandingSharesRecord': 'percentOutstandingSharesRecord',
+    'cancelledSharesPerBusinessDay': 'cancelledSharesPerBusinessDay',
+    'classFullName': 'classFullName',
+    'classesId': 'classesId',
+    'dailyNetAssetValuePerShareClass': 'dailyNetAssetValuePerShareClass',
+    'dialyShareholderFlowReported': 'dailyShareholderFlowReported',
+    'dialyShareholderFlowReported_dailyGrossRedemptions': 'dailyGrossRedemptions',
+    'dialyShareholderFlowReported_dailyGrossSubscriptions': 'dailyGrossSubscriptions',
+    'dialyShareholderFlowReported_dailyShareHolderFlowDate': 'dailyShareHolderFlowDate',
+    'fridayWeek1_weeklyGrossRedemptions': 'fridayWeek1WeeklyGrossRedemptions',
+    'fridayWeek1_weeklyGrossSubscriptions': 'fridayWeek1WeeklyGrossSubscriptions',
+    'fridayWeek2_weeklyGrossRedemptions': 'fridayWeek2WeeklyGrossRedemptions',
+    'fridayWeek2_weeklyGrossSubscriptions': 'fridayWeek2WeeklyGrossSubscriptions',
+    'fridayWeek3_weeklyGrossRedemptions': 'fridayWeek3WeeklyGrossRedemptions',
+    'fridayWeek3_weeklyGrossSubscriptions': 'fridayWeek3WeeklyGrossSubscriptions',
+    'fridayWeek4_weeklyGrossRedemptions': 'fridayWeek4WeeklyGrossRedemptions',
+    'fridayWeek4_weeklyGrossSubscriptions': 'fridayWeek4WeeklyGrossSubscriptions',
+    'fridayWeek5_weeklyGrossRedemptions': 'fridayWeek5WeeklyGrossRedemptions',
+    'fridayWeek5_weeklyGrossSubscriptions': 'fridayWeek5WeeklyGrossSubscriptions',
+    'minInitialInvestment': 'minInitialInvestment',
+    'monthlyShareholderFlowReported_totalGrossRedemptions': 'monthlyTotalGrossRedemptions',
+    'monthlyShareholderFlowReported_totalGrossSubscriptions': 'monthlyTotalGrossSubscriptions',
+    'nameOfPersonDescExpensePay': 'nameOfPersonDescExpensePay',
+    'netAssetPerShare_fridayWeek1': 'netAssetPerShareFridayWeek1',
+    'netAssetPerShare_fridayWeek2': 'netAssetPerShareFridayWeek2',
+    'netAssetPerShare_fridayWeek3': 'netAssetPerShareFridayWeek3',
+    'netAssetPerShare_fridayWeek4': 'netAssetPerShareFridayWeek4',
+    'netAssetPerShare_fridayWeek5': 'netAssetPerShareFridayWeek5',
+    'netAssetsOfClass': 'netAssetsOfClass',
+    'numberOfSharesOutstanding': 'numberOfSharesOutstanding',
+    'otherInvestorTypeDescription': 'otherInvestorTypeDescription',
+    'percentShareHolderCompBrokerDealer': 'percentShareHolderCompBrokerDealer',
+    'percentShareHolderCompDepositoryInst': 'percentShareHolderCompDepositoryInst',
+    'percentShareHolderCompInsurance': 'percentShareHolderCompInsurance',
+    'percentShareHolderCompMunicipal': 'percentShareHolderCompMunicipal',
+    'percentShareHolderCompNonFinancialCorp': 'percentShareHolderCompNonFinancialCorp',
+    'percentShareHolderCompNonProfit': 'percentShareHolderCompNonProfit',
+    'percentShareHolderCompOther': 'percentShareHolderCompOther',
+    'percentShareHolderCompPensionPlan': 'percentShareHolderCompPensionPlan',
+    'percentShareHolderCompPrivateFunds': 'percentShareHolderCompPrivateFunds',
+    'percentShareHolderCompRegInvestment': 'percentShareHolderCompRegInvestment',
+    'percentShareHolderCompSovereignFund': 'percentShareHolderCompSovereignFund',
+    'personPayForFundFlag': 'personPayForFundFlag',
+    'sevenDayNetYield': 'sevenDayNetYield',
+    'sevenDayNetYield_sevenDayNetYieldDate': 'sevenDayNetYieldDate',
+    'sevenDayNetYield_sevenDayNetYieldValue': 'sevenDayNetYieldValue',
+    'shareCancellationReportingPeriod': 'shareCancellationReportingPeriod',
+    'totalForTheMonthReported_weeklyGrossRedemptions': 'totalMonthlyWeeklyGrossRedemptions',
+    'totalForTheMonthReported_weeklyGrossSubscriptions': 'totalMonthlyWeeklyGrossSubscriptions'
+}
+
+# N-MFP Schedule of Portfolio Securities Info mapping
+schedule_of_portfolio_securities_info_nmfp_dict = {
+    'CUSIPMember': 'cusipMember',
+    'ISINId': 'isinId',
+    'LEIID': 'leiId',
+    'NRSRO': 'nrsro',
+    'NRSRO_nameOfNRSRO': 'nrsroName',
+    'NRSRO_rating': 'nrsroRating',
+    'RSSDID': 'rssdId',
+    'assigningNRSRORating': 'assigningNRSRORating',
+    'assigningNRSRORating_nameOfNRSRO': 'assigningNRSROName',
+    'assigningNRSRORating_rating': 'assigningNRSRORating',
+    'briefDescription': 'briefDescription',
+    'cik': 'cik',
+    'coupon': 'coupon',
+    'dailyLiquidAssetSecurityFlag': 'dailyLiquidAssetSecurityFlag',
+    'demandFeature': 'demandFeature',
+    'demandFeature_amountProvidedByDemandFeatureIssuer': 'demandFeatureAmount',
+    'demandFeature_demandFeatureConditionalFlag': 'demandFeatureConditionalFlag',
+    'demandFeature_demandFeatureRatingOrNRSRO': 'demandFeatureRatingOrNRSRO',
+    'demandFeature_demandFeatureRatingOrNRSRO_nameOfNRSRO': 'demandFeatureRatingNRSROName',
+    'demandFeature_demandFeatureRatingOrNRSRO_rating': 'demandFeatureRatingNRSRORating',
+    'demandFeature_designatedNRSRODemandFeature': 'demandFeatureDesignatedNRSRO',
+    'demandFeature_designatedNRSRODemandFeature_creditRatingDesignatedNRSRO': 'demandFeatureCreditRatingDesignatedNRSRO',
+    'demandFeature_designatedNRSRODemandFeature_nameOfDesignatedNRSRO': 'demandFeatureNameOfDesignatedNRSRO',
+    'demandFeature_identityOfDemandFeatureIssuer': 'demandFeatureIssuerIdentity',
+    'demandFeature_remainingPeriodDemandFeature': 'demandFeatureRemainingPeriod',
+    'designatedNrsro': 'designatedNrsro',
+    'designatedNrsro_creditRatingDesignatedNRSRO': 'designatedNrsroCreditRating',
+    'designatedNrsro_nameOfDesignatedNRSRO': 'designatedNrsroName',
+    'enhancementProvider': 'enhancementProvider',
+    'enhancementProvider_amountProvidedByEnhancement': 'enhancementAmount',
+    'enhancementProvider_designatedNRSROEnhancement': 'enhancementDesignatedNRSRO',
+    'enhancementProvider_designatedNRSROEnhancement_creditRatingDesignatedNRSRO': 'enhancementCreditRatingDesignatedNRSRO',
+    'enhancementProvider_designatedNRSROEnhancement_nameOfDesignatedNRSRO': 'enhancementNameOfDesignatedNRSRO',
+    'enhancementProvider_enhancementRatingOrNRSRO': 'enhancementRatingOrNRSRO',
+    'enhancementProvider_enhancementRatingOrNRSRO_nameOfNRSRO': 'enhancementRatingNRSROName',
+    'enhancementProvider_enhancementRatingOrNRSRO_rating': 'enhancementRatingNRSRORating',
+    'enhancementProvider_identityOfTheEnhancementProvider': 'enhancementProviderIdentity',
+    'enhancementProvider_typeOfEnhancement': 'enhancementType',
+    'excludingValueOfAnySponsorSupport': 'excludingValueOfAnySponsorSupport',
+    'explanatoryNotes': 'explanatoryNotes',
+    'finalLegalInvestmentMaturityDate': 'finalLegalInvestmentMaturityDate',
+    'fundAcqstnUndrlyngSecurityFlag': 'fundAcquisitionUnderlyingSecurityFlag',
+    'guarantor': 'guarantor',
+    'guarantor_amountProvidedByGuarantor': 'guarantorAmount',
+    'guarantor_designatedNRSROGuarantor': 'guarantorDesignatedNRSRO',
+    'guarantor_designatedNRSROGuarantor_creditRatingDesignatedNRSRO': 'guarantorCreditRatingDesignatedNRSRO',
+    'guarantor_designatedNRSROGuarantor_nameOfDesignatedNRSRO': 'guarantorNameOfDesignatedNRSRO',
+    'guarantor_guarantorRatingOrNRSRO': 'guarantorRatingOrNRSRO',
+    'guarantor_guarantorRatingOrNRSRO_nameOfNRSRO': 'guarantorRatingNRSROName',
+    'guarantor_guarantorRatingOrNRSRO_rating': 'guarantorRatingNRSRORating',
+    'guarantor_identityOfTheGuarantor': 'guarantorIdentity',
+    'illiquidSecurityFlag': 'illiquidSecurityFlag',
+    'includingValueOfAnySponsorSupport': 'includingValueOfAnySponsorSupport',
+    'investmentCategory': 'investmentCategory',
+    'investmentMaturityDateWAL': 'investmentMaturityDateWAL',
+    'investmentMaturityDateWAM': 'investmentMaturityDateWAM',
+    'nameOfIssuer': 'nameOfIssuer',
+    'otherUniqueId': 'otherUniqueId',
+    'percentageOfMoneyMarketFundNetAssets': 'percentageOfMoneyMarketFundNetAssets',
+    'repurchaseAgreement_collateralIssuers': 'repurchaseAgreementCollateralIssuers',
+    'repurchaseAgreement_collateralIssuers_CUSIPMember': 'repurchaseAgreementCollateralCUSIP',
+    'repurchaseAgreement_collateralIssuers_LEIID': 'repurchaseAgreementCollateralLEI',
+    'repurchaseAgreement_collateralIssuers_coupon': 'repurchaseAgreementCollateralCoupon',
+    'repurchaseAgreement_collateralIssuers_couponOrYield': 'repurchaseAgreementCollateralCouponOrYield',
+    'repurchaseAgreement_collateralIssuers_ctgryInvestmentsRprsntsCollateral': 'repurchaseAgreementCollateralCategory',
+    'repurchaseAgreement_collateralIssuers_maturityDate_date': 'repurchaseAgreementCollateralMaturityDate',
+    'repurchaseAgreement_collateralIssuers_maturityDate_dateRange_from': 'repurchaseAgreementCollateralMaturityDateRangeFrom',
+    'repurchaseAgreement_collateralIssuers_maturityDate_dateRange_to': 'repurchaseAgreementCollateralMaturityDateRangeTo',
+    'repurchaseAgreement_collateralIssuers_nameOfCollateralIssuer': 'repurchaseAgreementCollateralIssuerName',
+    'repurchaseAgreement_collateralIssuers_otherInstrumentBriefDesc': 'repurchaseAgreementCollateralOtherInstrumentDescription',
+    'repurchaseAgreement_collateralIssuers_principalAmountToTheNearestCent': 'repurchaseAgreementCollateralPrincipalAmount',
+    'repurchaseAgreement_collateralIssuers_valueOfCollateralToTheNearestCent': 'repurchaseAgreementCollateralValue',
+    'repurchaseAgreement_collateralIssuers_yield': 'repurchaseAgreementCollateralYield',
+    'repurchaseAgreement_nameOfCCP': 'repurchaseAgreementCCPName',
+    'repurchaseAgreement_repurchaseAgreementClearedFlag': 'repurchaseAgreementClearedFlag',
+    'repurchaseAgreement_repurchaseAgreementOpenFlag': 'repurchaseAgreementOpenFlag',
+    'repurchaseAgreement_repurchaseAgreementTripartyFlag': 'repurchaseAgreementTripartyFlag',
+    'securityCategorizedAtLevel3Flag': 'securityCategorizedAtLevel3Flag',
+    'securityDemandFeatureFlag': 'securityDemandFeatureFlag',
+    'securityEligibilityFlag': 'securityEligibilityFlag',
+    'securityEnhancementsFlag': 'securityEnhancementsFlag',
+    'securityGuaranteeFlag': 'securityGuaranteeFlag',
+    'securityRated': 'securityRated',
+    'titleOfIssuer': 'titleOfIssuer',
+    'totalValueOfFundPosition': 'totalValueOfFundPosition',
+    'weeklyLiquidAssetSecurityFlag': 'weeklyLiquidAssetSecurityFlag',
+    'yieldOfTheSecurityAsOfReportingDate': 'yieldOfTheSecurityAsOfReportingDate'
+}
+
+# N-MFP Signature mapping
+signature_nmfp_dict = {
+    'nameOfSigningOfficer': 'nameOfSigningOfficer',
+    'registrant': 'registrant',
+    'signature': 'signature',
+    'signatureDate': 'signatureDate',
+    'titleOfSigningOfficer': 'titleOfSigningOfficer'
+}

datamule/document/mappings/npx.py

@@ -0,0 +1,85 @@
+# N-PX form mapping
+npx_dict = {
+    'accession': 'accession',
+    'documents_document_conformedDocumentType': 'conformedDocumentType',
+    'documents_document_conformedName': 'conformedName',
+    'documents_document_contents': 'documentContents',
+    'documents_document_description': 'documentDescription',
+    'formData_coverPage_agentForService_address_city': 'agentForServiceCity',
+    'formData_coverPage_agentForService_address_stateOrCountry': 'agentForServiceStateOrCountry',
+    'formData_coverPage_agentForService_address_street1': 'agentForServiceStreet1',
+    'formData_coverPage_agentForService_address_street2': 'agentForServiceStreet2',
+    'formData_coverPage_agentForService_address_zipCode': 'agentForServiceZipCode',
+    'formData_coverPage_agentForService_name': 'agentForServiceName',
+    'formData_coverPage_amendmentInfo_amendmentNo': 'amendmentNumber',
+    'formData_coverPage_amendmentInfo_amendmentType': 'amendmentType',
+    'formData_coverPage_amendmentInfo_confDeniedExpired': 'confidentialityDeniedExpired',
+    'formData_coverPage_amendmentInfo_dateExpiredDenied': 'dateExpiredDenied',
+    'formData_coverPage_amendmentInfo_dateReported': 'dateReported',
+    'formData_coverPage_amendmentInfo_isAmendment': 'isAmendment',
+    'formData_coverPage_amendmentInfo_reasonForNonConfidentiality': 'reasonForNonConfidentiality',
+    'formData_coverPage_explanatoryInformation_explanatoryChoice': 'explanatoryChoice',
+    'formData_coverPage_explanatoryInformation_explanatoryNotes': 'explanatoryNotes',
+    'formData_coverPage_fileNumber': 'fileNumber',
+    'formData_coverPage_leiNumber': 'leiNumber',
+    'formData_coverPage_otherManagersInfo_otherManager': 'otherManager',
+    'formData_coverPage_otherManagersInfo_otherManager_crdNumber': 'otherManagerCrdNumber',
+    'formData_coverPage_otherManagersInfo_otherManager_icaOr13FFileNumber': 'otherManagerIcaOr13FFileNumber',
+    'formData_coverPage_otherManagersInfo_otherManager_leiNumberOM': 'otherManagerLeiNumber',
+    'formData_coverPage_otherManagersInfo_otherManager_managerName': 'otherManagerName',
+    'formData_coverPage_otherManagersInfo_otherManager_otherFileNumber': 'otherManagerOtherFileNumber',
+    'formData_coverPage_reportCalendarYear': 'reportCalendarYear',
+    'formData_coverPage_reportInfo_confidentialTreatment': 'confidentialTreatment',
+    'formData_coverPage_reportInfo_noticeExplanation': 'noticeExplanation',
+    'formData_coverPage_reportInfo_reportType': 'reportType',
+    'formData_coverPage_reportQuarterYear': 'reportQuarterYear',
+    'formData_coverPage_reportingCrdNumber': 'reportingCrdNumber',
+    'formData_coverPage_reportingPerson_address_city': 'reportingPersonCity',
+    'formData_coverPage_reportingPerson_address_stateOrCountry': 'reportingPersonStateOrCountry',
+    'formData_coverPage_reportingPerson_address_street1': 'reportingPersonStreet1',
+    'formData_coverPage_reportingPerson_address_street2': 'reportingPersonStreet2',
+    'formData_coverPage_reportingPerson_address_zipCode': 'reportingPersonZipCode',
+    'formData_coverPage_reportingPerson_name': 'reportingPersonName',
+    'formData_coverPage_reportingPerson_phoneNumber': 'reportingPersonPhoneNumber',
+    'formData_coverPage_reportingSecFileNumber': 'reportingSecFileNumber',
+    'formData_coverPage_yearOrQuarter': 'yearOrQuarter',
+    'formData_seriesPage_seriesCount': 'seriesCount',
+    'formData_seriesPage_seriesDetails_seriesReports': 'seriesReports',
+    'formData_seriesPage_seriesDetails_seriesReports_idOfSeries': 'seriesId',
+    'formData_seriesPage_seriesDetails_seriesReports_leiOfSeries': 'seriesLei',
+    'formData_seriesPage_seriesDetails_seriesReports_nameOfSeries': 'seriesName',
+    'formData_signaturePage_reportingPerson': 'signatureReportingPerson',
+    'formData_signaturePage_secondaryRecords_secondaryRecord': 'secondaryRecord',
+    'formData_signaturePage_secondaryRecords_secondaryRecord_printedSign': 'secondaryRecordPrintedSignature',
+    'formData_signaturePage_secondaryRecords_secondaryRecord_txAsOfDate': 'secondaryRecordAsOfDate',
+    'formData_signaturePage_secondaryRecords_secondaryRecord_txSignature': 'secondaryRecordSignature',
+    'formData_signaturePage_secondaryRecords_secondaryRecord_txTitle': 'secondaryRecordTitle',
+    'formData_signaturePage_txAsOfDate': 'signatureAsOfDate',
+    'formData_signaturePage_txPrintedSignature': 'printedSignature',
+    'formData_signaturePage_txSignature': 'signature',
+    'formData_signaturePage_txTitle': 'signatureTitle',
+    'formData_summaryPage_otherIncludedManagersCount': 'otherIncludedManagersCount',
+    'formData_summaryPage_otherManagers2_investmentManagers': 'investmentManagers',
+    'formData_summaryPage_otherManagers2_investmentManagers_crdNumber': 'investmentManagersCrdNumber',
+    'formData_summaryPage_otherManagers2_investmentManagers_form13FFileNumber': 'investmentManagersForm13FFileNumber',
+    'formData_summaryPage_otherManagers2_investmentManagers_leiNumber': 'investmentManagersLeiNumber',
+    'formData_summaryPage_otherManagers2_investmentManagers_name': 'investmentManagersName',
+    'formData_summaryPage_otherManagers2_investmentManagers_secFileNumber': 'investmentManagersSecFileNumber',
+    'formData_summaryPage_otherManagers2_investmentManagers_serialNo': 'investmentManagersSerialNumber',
+    'headerData_filerInfo_filer_fileNumber': 'headerFileNumber',
+    'headerData_filerInfo_filer_issuerCredentials_ccc': 'issuerCcc',
+    'headerData_filerInfo_filer_issuerCredentials_cik': 'issuerCik',
+    'headerData_filerInfo_flags_confirmingCopyFlag': 'confirmingCopyFlag',
+    'headerData_filerInfo_flags_overrideInternetFlag': 'overrideInternetFlag',
+    'headerData_filerInfo_investmentCompanyType': 'investmentCompanyType',
+    'headerData_filerInfo_liveTestFlag': 'liveTestFlag',
+    'headerData_filerInfo_periodOfReport': 'periodOfReport',
+    'headerData_filerInfo_registrantType': 'registrantType',
+    'headerData_seriesClass_reportSeriesClass_rptIncludeAllSeriesFlag': 'includeAllSeriesFlag',
+    'headerData_seriesClass_reportSeriesClass_rptSeriesClassInfo': 'headerSeriesClassInfo',
+    'headerData_seriesClass_reportSeriesClass_rptSeriesClassInfo_classInfo': 'headerClassInfo',
+    'headerData_seriesClass_reportSeriesClass_rptSeriesClassInfo_classInfo_classId': 'headerClassId',
+    'headerData_seriesClass_reportSeriesClass_rptSeriesClassInfo_includeAllClassesFlag': 'includeAllClassesFlag',
+    'headerData_seriesClass_reportSeriesClass_rptSeriesClassInfo_seriesId': 'headerSeriesId',
+    'headerData_submissionType': 'submissionType'
+}

datamule/document/mappings/onefourtyfour.py

@@ -0,0 +1,68 @@
+securities_sold_in_past_3_months_144_dict = {
+    'accession': 'accession',
+    'sellerDetails_name': 'sellerName',
+    'sellerDetails_address_street1': 'sellerStreet1',
+    'sellerDetails_address_street2': 'sellerStreet2',
+    'sellerDetails_address_city': 'sellerCity',
+    'sellerDetails_address_stateOrCountry': 'sellerState',
+    'sellerDetails_address_zipCode': 'sellerZip',
+    'securitiesClassTitle': 'securitiesClass',
+    'saleDate': 'saleDate',
+    'amountOfSecuritiesSold': 'securitiesSold',
+    'grossProceeds': 'grossProceeds'
+}
+issuer_information_144_dict = {
+    'accession': 'accession',
+    'issuerCik': 'issuerCik',
+    'issuerName': 'issuerName',
+    'secFileNumber': 'fileNumber',
+    'issuerAddress_street1': 'issuerStreet1',
+    'issuerAddress_street2': 'issuerStreet2',
+    'issuerAddress_city': 'issuerCity',
+    'issuerAddress_stateOrCountry': 'issuerState',
+    'issuerAddress_zipCode': 'issuerZip',
+    'issuerContactPhone': 'issuerPhone',
+    'nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold': 'sellerName',
+    'relationshipsToIssuer_relationshipToIssuer': 'sellerRelationship'
+}
+# Signatures_144 mapping
+signatures_144_dict = {
+    'noticeDate': 'noticeDate',
+    'planAdoptionDates_planAdoptionDate': 'planAdoptionDate',
+    'signature': 'signature'
+}
+
+# Securities_to_be_sold_144 mapping
+securities_to_be_sold_144_dict = {
+    'securitiesClassTitle': 'securitiesClass',
+    'acquiredDate': 'acquiredDate',
+    'natureOfAcquisitionTransaction': 'acquisitionNature',
+    'nameOfPersonfromWhomAcquired': 'acquiredFrom',
+    'isGiftTransaction': 'isGift',
+    'amountOfSecuritiesAcquired': 'securitiesAmount',
+    'paymentDate': 'paymentDate',
+    'natureOfPayment': 'paymentNature'
+}
+
+# Securities_information_144 mapping
+securities_information_144_dict = {
+    'securitiesClassTitle': 'securitiesClass',
+    'brokerOrMarketmakerDetails_name': 'brokerName',
+    'brokerOrMarketmakerDetails_address_street1': 'brokerStreet',
+    'brokerOrMarketmakerDetails_address_city': 'brokerCity',
+    'brokerOrMarketmakerDetails_address_stateOrCountry': 'brokerState',
+    'brokerOrMarketmakerDetails_address_zipCode': 'brokerZip',
+    'noOfUnitsSold': 'unitsSold',
+    'aggregateMarketValue': 'marketValue',
+    'noOfUnitsOutstanding': 'unitsOutstanding',
+    'approxSaleDate': 'saleDate',
+    'securitiesExchangeName': 'exchangeName'
+}
+
+# Metadata_144 mapping
+metadata_144_dict = {
+    'submissionType': 'submissionType',
+    'filerInfo_filer_filerCredentials_cik': 'filerCik',
+    'filerInfo_filer_filerCredentials_ccc': 'filerCcc',
+    'filerInfo_liveTestFlag': 'liveTestFlag'
+}

datamule/document/mappings/ownership.py

@@ -0,0 +1,163 @@
+# Mapping dictionaries for SEC filing table types based on actual field occurrences
+
+# Non-derivative transaction ownership mapping
+non_derivative_transaction_ownership_dict = {
+    'securityTitle_value': 'securityTitle',
+    'securityTitle_footnote': 'securityTitleFootnote',
+    'transactionDate_value': 'transactionDate',
+    'transactionDate_footnote': 'transactionDateFootnote',
+    'deemedExecutionDate_value': 'deemedExecutionDate',
+    'deemedExecutionDate_footnote': 'deemedExecutionDateFootnote',
+    'transactionCoding_transactionFormType': 'transactionFormType',
+    'transactionCoding_transactionCode': 'transactionCode',
+    'transactionCoding_equitySwapInvolved': 'equitySwapInvolved',
+    'transactionCoding_footnote': 'transactionCodingFootnote',
+    'transactionAmounts_transactionShares_value': 'transactionShares',
+    'transactionAmounts_transactionShares_footnote': 'transactionSharesFootnote',
+    'transactionAmounts_transactionPricePerShare_value': 'transactionPricePerShare',
+    'transactionAmounts_transactionPricePerShare_footnote': 'transactionPricePerShareFootnote',
+    'transactionAmounts_transactionAcquiredDisposedCode_value': 'transactionAcquiredDisposedCode',
+    'transactionAmounts_transactionAcquiredDisposedCode_footnote': 'transactionAcquiredDisposedCodeFootnote',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_value': 'sharesOwnedFollowingTransaction',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_footnote': 'sharesOwnedFollowingTransactionFootnote',
+    'ownershipNature_directOrIndirectOwnership_value': 'directOrIndirectOwnership',
+    'ownershipNature_directOrIndirectOwnership_footnote': 'directOrIndirectOwnershipFootnote',
+    'ownershipNature_natureOfOwnership_value': 'natureOfOwnership',
+    'ownershipNature_natureOfOwnership_footnote': 'natureOfOwnershipFootnote',
+    'transactionTimeliness_value': 'transactionTimeliness',
+    'transactionTimeliness_footnote': 'transactionTimelinessFootnote',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_value': 'valueOwnedFollowingTransaction',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_footnote': 'valueOwnedFollowingTransactionFootnote'
+}
+
+# Derivative transaction ownership mapping
+derivative_transaction_ownership_dict = {
+    'securityTitle_value': 'securityTitle',
+    'securityTitle_footnote': 'securityTitleFootnote',
+    'conversionOrExercisePrice_value': 'conversionOrExercisePrice',
+    'conversionOrExercisePrice_footnote': 'conversionOrExercisePriceFootnote',
+    'transactionDate_value': 'transactionDate',
+    'transactionDate_footnote': 'transactionDateFootnote',
+    'deemedExecutionDate_value': 'deemedExecutionDate',
+    'deemedExecutionDate_footnote': 'deemedExecutionDateFootnote',
+    'transactionCoding_transactionFormType': 'transactionFormType',
+    'transactionCoding_transactionCode': 'transactionCode',
+    'transactionCoding_equitySwapInvolved': 'equitySwapInvolved',
+    'transactionCoding_footnote': 'transactionCodingFootnote',
+    'transactionAmounts_transactionShares_value': 'transactionShares',
+    'transactionAmounts_transactionShares_footnote': 'transactionSharesFootnote',
+    'transactionAmounts_transactionPricePerShare_value': 'transactionPricePerShare',
+    'transactionAmounts_transactionPricePerShare_footnote': 'transactionPricePerShareFootnote',
+    'transactionAmounts_transactionAcquiredDisposedCode_value': 'transactionAcquiredDisposedCode',
+    'transactionAmounts_transactionTotalValue_value': 'transactionTotalValue',
+    'transactionAmounts_transactionTotalValue_footnote': 'transactionTotalValueFootnote',
+    'exerciseDate_value': 'exerciseDate',
+    'exerciseDate_footnote': 'exerciseDateFootnote',
+    'expirationDate_value': 'expirationDate',
+    'expirationDate_footnote': 'expirationDateFootnote',
+    'underlyingSecurity_underlyingSecurityTitle_value': 'underlyingSecurityTitle',
+    'underlyingSecurity_underlyingSecurityTitle_footnote': 'underlyingSecurityTitleFootnote',
+    'underlyingSecurity_underlyingSecurityShares_value': 'underlyingSecurityShares',
+    'underlyingSecurity_underlyingSecurityShares_footnote': 'underlyingSecuritySharesFootnote',
+    'underlyingSecurity_underlyingSecurityValue_value': 'underlyingSecurityValue',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_value': 'sharesOwnedFollowingTransaction',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_footnote': 'sharesOwnedFollowingTransactionFootnote',
+    'ownershipNature_directOrIndirectOwnership_value': 'directOrIndirectOwnership',
+    'ownershipNature_directOrIndirectOwnership_footnote': 'directOrIndirectOwnershipFootnote',
+    'ownershipNature_natureOfOwnership_value': 'natureOfOwnership',
+    'ownershipNature_natureOfOwnership_footnote': 'natureOfOwnershipFootnote',
+    'transactionTimeliness_value': 'transactionTimeliness',
+    'transactionTimeliness_footnote': 'transactionTimelinessFootnote',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_value': 'valueOwnedFollowingTransaction',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_footnote': 'valueOwnedFollowingTransactionFootnote',
+    'transactionAmounts_transactionAcquiredDisposedCode_footnote': 'transactionAcquiredDisposedCodeFootnote',
+    'underlyingSecurity_underlyingSecurityValue_footnote': 'underlyingSecurityValueFootnote'
+}
+
+# Non-derivative holding ownership mapping
+non_derivative_holding_ownership_dict = {
+    'securityTitle_value': 'securityTitle',
+    'securityTitle_footnote': 'securityTitleFootnote',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_value': 'sharesOwnedFollowingTransaction',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_footnote': 'sharesOwnedFollowingTransactionFootnote',
+    'ownershipNature_directOrIndirectOwnership_value': 'directOrIndirectOwnership',
+    'ownershipNature_directOrIndirectOwnership_footnote': 'directOrIndirectOwnershipFootnote',
+    'ownershipNature_natureOfOwnership_value': 'natureOfOwnership',
+    'ownershipNature_natureOfOwnership_footnote': 'natureOfOwnershipFootnote',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_value': 'valueOwnedFollowingTransaction',
+    'transactionCoding_footnote': 'transactionCodingFootnote',
+    'transactionCoding_transactionFormType': 'transactionFormType',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_footnote': 'valueOwnedFollowingTransactionFootnote'
+}
+
+# Derivative holding ownership mapping
+derivative_holding_ownership_dict = {
+    'securityTitle_value': 'securityTitle',
+    'securityTitle_footnote': 'securityTitleFootnote',
+    'conversionOrExercisePrice_value': 'conversionOrExercisePrice',
+    'conversionOrExercisePrice_footnote': 'conversionOrExercisePriceFootnote',
+    'exerciseDate_value': 'exerciseDate',
+    'exerciseDate_footnote': 'exerciseDateFootnote',
+    'expirationDate_value': 'expirationDate',
+    'expirationDate_footnote': 'expirationDateFootnote',
+    'underlyingSecurity_underlyingSecurityTitle_value': 'underlyingSecurityTitle',
+    'underlyingSecurity_underlyingSecurityTitle_footnote': 'underlyingSecurityTitleFootnote',
+    'underlyingSecurity_underlyingSecurityShares_value': 'underlyingSecurityShares',
+    'underlyingSecurity_underlyingSecurityShares_footnote': 'underlyingSecuritySharesFootnote',
+    'underlyingSecurity_underlyingSecurityValue_value': 'underlyingSecurityValue',
+    'underlyingSecurity_underlyingSecurityValue_footnote': 'underlyingSecurityValueFootnote',
+    'ownershipNature_directOrIndirectOwnership_value': 'directOrIndirectOwnership',
+    'ownershipNature_directOrIndirectOwnership_footnote': 'directOrIndirectOwnershipFootnote',
+    'ownershipNature_natureOfOwnership_value': 'natureOfOwnership',
+    'ownershipNature_natureOfOwnership_footnote': 'natureOfOwnershipFootnote',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_value': 'sharesOwnedFollowingTransaction',
+    'postTransactionAmounts_sharesOwnedFollowingTransaction_footnote': 'sharesOwnedFollowingTransactionFootnote',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_value': 'valueOwnedFollowingTransaction',
+    'postTransactionAmounts_valueOwnedFollowingTransaction_footnote': 'valueOwnedFollowingTransactionFootnote',
+    'transactionCoding_transactionFormType': 'transactionFormType',
+    'transactionCoding_footnote': 'transactionCodingFootnote'
+}
+
+# Reporting owner ownership mapping
+reporting_owner_ownership_dict = {
+    'reportingOwnerAddress_rptOwnerCity': 'rptOwnerCity',
+    'reportingOwnerAddress_rptOwnerState': 'rptOwnerState',
+    'reportingOwnerAddress_rptOwnerStateDescription': 'rptOwnerStateDescription',
+    'reportingOwnerAddress_rptOwnerStreet1': 'rptOwnerStreet1',
+    'reportingOwnerAddress_rptOwnerStreet2': 'rptOwnerStreet2',
+    'reportingOwnerAddress_rptOwnerZipCode': 'rptOwnerZipCode',
+    'reportingOwnerId_rptOwnerCik': 'rptOwnerCik',
+    'reportingOwnerId_rptOwnerName': 'rptOwnerName',
+    'reportingOwnerRelationship_isDirector': 'rptOwnerIsDirector',
+    'reportingOwnerRelationship_isOfficer': 'rptOwnerIsOfficer',
+    'reportingOwnerRelationship_isTenPercentOwner': 'rptOwnerIsTenPercentOwner',
+    'reportingOwnerRelationship_isOther': 'rptOwnerIsOther',
+    'reportingOwnerRelationship_officerTitle': 'rptOwnerOfficerTitle',
+    'reportingOwnerRelationship_otherText': 'rptOwnerOtherText'
+}
+
+# Metadata ownership mapping
+metadata_ownership_dict = {
+    'periodOfReport': 'periodOfReport',
+    'issuer_issuerCik': 'issuerCik',
+    'issuer_issuerName': 'issuerName',
+    'issuer_issuerTradingSymbol': 'issuerTradingSymbol',
+    'documentType': 'documentType',
+    'remarks': 'remarks',
+    'documentDescription': 'documentDescription',
+    'footnotes': 'footnotes',
+    'notSubjectToSection16': 'notSubjectToSection16',
+    'form3HoldingsReported': 'form3HoldingsReported',
+    'form4TransactionsReported': 'form4TransactionsReported',
+    'noSecuritiesOwned': 'noSecuritiesOwned',
+    'aff10b5One': 'aff10b5One',
+    'dateOfOriginalSubmission': 'dateOfOriginalSubmission',
+    'schemaVersion': 'schemaVersion'
+}
+
+# Owner signature ownership mapping
+owner_signature_ownership_dict = {
+    'signatureName': 'signatureName',
+    'signatureDate': 'signatureDate'
+}
+

datamule/document/mappings/proxy_voting_record.py

@@ -0,0 +1 @@
+proxy_voting_record_dict = {}

datamule/document/mappings/sbsef.py

@@ -0,0 +1,13 @@
+# SBSEF (Swap Execution Facility) mapping
+sbsef_dict = {
+    'sbsefId': 'sbsefId',
+    'sbsefName': 'sbsefName',
+    'sbsefRegistrationDate': 'sbsefRegistrationDate',
+    'sbsefStatus': 'sbsefStatus',
+    'sbsefContactInfo': 'sbsefContactInfo',
+    'filerInfo_filer_filerCredentials_ccc': 'filerCredentialsCcc',
+    'filerInfo_filer_filerCredentials_cik': 'filerCredentialsCik',
+    'filerInfo_flags_overrideInternetFlag': 'overrideInternetFlag',
+    'filerInfo_liveTestFlag': 'liveTestFlag',
+    'submissionType': 'submissionType'
+}