Financials pillar · v0.16.0

debt Debt

Debt instrument record per BDR 0068 §5.

$id · https://corpospec.com/schemas/v0.16.0/debt.schema.json

Fields

Field Type Required Description
agreement_ref PathRef yes PathRef into `legal/contracts/<slug>` for the loan agreement.
currency IsoCurrency yes ISO 4217 currency code.
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
governing_law IsoCountry yes ISO 3166-1 alpha-2 country code.
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
instrument_type DebtInstrument yes Debt instrument kind.
interest_rate InterestRate yes Fixed or floating rate.
lender PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
maturity_date IsoDate yes ISO 8601 date (YYYY-MM-DD).
name string yes
origination_date IsoDate yes ISO 8601 date (YYYY-MM-DD).
outstanding MonetaryAmount yes A monetary value with currency.
payment_schedule PaymentSchedule yes Payment schedule.
principal MonetaryAmount yes A monetary value with currency.
status DebtStatus yes Debt lifecycle status.
collateral Collateral?
convertible_doc_ref PathRef? PathRef into BDR 0067 ConvertibleInstrumentDocument when this debt is the debt-phase of a convertible.
covenants PathRef[] PathRefs into covenant records.
ifrs9_classification Ifrs9DebtClass?
prepayment_terms PrepaymentTerms?
subordination Subordination?

Definitions

Shared types referenced within this schema.

Collateral
Collateral securing the debt.
type: object
DebtInstrument
Debt instrument kind.
DebtPaymentFrequency
Amortisation pattern.
DebtStatus
Debt lifecycle status.
enum: "committed_not_drawn", "outstanding", "in_default", "repaid", "restructured", "forgiven"
Ifrs9DebtClass
IFRS 9 financial-instrument classification.
enum: "amortised_cost", "fvtoci", "fvtpl"
InterestRate
Fixed or floating rate.
type: object
InterestRateKind
Fixed vs floating discriminator.
enum: "fixed", "floating"
IsoCountry
ISO 3166-1 alpha-2 country code.
pattern: ^[A-Z]{2}$
IsoCurrency
ISO 4217 currency code.
pattern: ^[A-Z]{3}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
MonetaryAmount
A monetary value with currency.
type: object
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
PaymentSchedule
Payment schedule.
type: object
PrepaymentTerms
Prepayment terms.
type: object
RateIndex
Floating-rate index reference.
type: object
ScheduledPayment
One scheduled payment.
type: object
Subordination
Subordination terms.
type: object
SubordinationRank
Subordination rank.
enum: "senior", "junior", "mezzanine", "equity"

Reference in your YAML

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