Corgi BankDocumentation
OpenAPI

The Bank Securities Position object

PositionSet is every bank-owned lot the original closing of a business date carries or that was held on it, with the closing's managed securities totals: cost on GL 1200, the AFS fair-value adjustment on GL 1205 and the allowance on GL 1209.

Attributes

as_ofstring · dateRequired

A business date, YYYY-MM-DD

closing_sha256stringRequired
content_sha256stringRequired
cost_amountintegerRequired
credit_allowance_amountintegerRequired
fair_value_adjustment_amountintegerRequired
positionsarray of objectsRequired
23 child attributes
accrued_through_as_ofbooleanRequired
amortized_cost_amountintegerRequired
carrying_amountintegerRequired
classificationobject or nullOptional

ClassificationRecord is a retained classification version bound to the exact approved instrument control content, with its independent decision.

8 child attributes
actorstringRequired
classificationobjectRequired

Classification is the reviewed reporting attribute of one approved instrument from an effective date: its accounting designation, the RC-B item it is reported in, whether its rate is fixed (remaining maturity governs Memorandum 2) or floating (its next repricing date does), and whether it is a structured note (Memorandum 4).

8 child attributes
basisobjectRequired
designationstringRequired
effective_datestring · dateRequired

A business date, YYYY-MM-DD

instrument_idstringRequired
rate_typestringRequired
rationalestringRequired
rcb_linestringRequired
structured_notebooleanRequired
content_sha256stringRequired
created_atstring · date-timeRequired
decisionobject or nullOptional
5 child attributes
actorstringRequired
atstring · date-timeRequired
content_sha256stringRequired
decisionstringRequired
notestringRequired
idstringRequired
instrument_sha256stringRequired
versionintegerRequired
closingobjectRequired

ClosingBalances are one lot's managed account balances in the ledger's original (version one) closing of a business date. Recorded is false when the closing holds no balance snapshot for the lot's cost account: the lot was booked after that day closed.

4 child attributes
cost_amountintegerRequired
credit_allowance_amountintegerRequired
fair_value_adjustment_amountintegerRequired
recordedbooleanRequired
cusipstringRequired
designationstringRequired
disposal_datestring · date or nullOptional

A business date, YYYY-MM-DD

exceptionsarray of stringsRequired
fair_value_amountinteger or nullOptional
heldbooleanRequired
instrument_idstringRequired
instrument_kindstringRequired
legal_entitystringRequired
lot_idstringRequired
lot_statusstringRequired
maturity_datestring · dateRequired

A business date, YYYY-MM-DD

missingarray of stringsRequired
next_repricing_datestring · date or nullOptional

A business date, YYYY-MM-DD

scheduled_amortized_cost_amountintegerRequired
trade_datestring · dateRequired

A business date, YYYY-MM-DD

unitsintegerRequired
valuationobject or nullOptional

PositionValuation is the approved completed-day valuation a position's fair value comes from.

12 child attributes
amortized_cost_amountintegerRequired
approved_atstring · date-timeRequired
approved_bystringRequired
as_ofstring · dateRequired

A business date, YYYY-MM-DD

content_sha256stringRequired
credit_allowance_amountintegerRequired
fair_value_adjustment_amountintegerRequired
fair_value_amountintegerRequired
idstringRequired
journal_idstringOptional

Example jrnl_2tVh8nqLxq4GbDe0K1F6S9zRcWm

posting_datestring · date or nullOptional

A business date, YYYY-MM-DD

valuation_basisstringRequired
versionstringRequired

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