Financials pillar · v0.16.0

cash-position CashPosition

Cash position snapshot.

$id · https://corpospec.com/schemas/v0.16.0/cash-position.schema.json

Fields

Field Type Required Description
as_of IsoDate yes ISO 8601 date (YYYY-MM-DD).
balances AccountBalance[] yes
content_hash string yes
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
generated_at IsoDate yes ISO 8601 date (YYYY-MM-DD).
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
reporting_currency IsoCurrency yes ISO 4217 currency code.
total_by_currency CurrencyTotal[] yes
total_reporting_currency MonetaryAmount yes A monetary value with currency.
as_of_instant IsoDate? Refined intraday instant when applicable (for intraday treasury reporting).
journal_entries PathRef[] PathRefs into BDR 0066 journal entries since the previous snapshot.
liquidity_ratios LiquidityRatios?
minimum_cash_policy_floor MonetaryAmount?
note string?
restricted_cash_total MonetaryAmount?
runway_months_at_position number?

Definitions

Shared types referenced within this schema.

AccountBalance
One-line balance for a single bank account in the position snapshot.
type: object
CashClassification
Classification of cash held in an account.
enum: "operating", "restricted", "escrow", "tax_reserve", "investment", "collateral"
CurrencyTotal
Per-currency total for the snapshot.
type: object
IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
LiquidityRatios
Liquidity ratios snapshot.
type: object
MonetaryAmount
A monetary value with currency.
type: object
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$

Reference in your YAML

# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/cash-position.schema.json