Financials pillar · v0.16.0

fx-policy FxPolicy

Treasury FX policy.

$id · https://corpospec.com/schemas/v0.16.0/fx-policy.schema.json

Fields

Field Type Required Description
approval_authority PathRef[] yes PathRefs into approving people / governance bodies.
counterparty_credit_min string yes Minimum counterparty credit rating (e.g. `"A-"` per S&P).
effective_from IsoDate yes ISO 8601 date (YYYY-MM-DD).
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
instruments_allowed HedgingInstrument[] yes
revaluation_cadence RevaluationCadence yes Cadence at which non-functional balances are revalued.
tenor_max_months integer yes
hedge_threshold_pct_of_revenue number? Net exposure above this percentage of revenue triggers hedging.
note string?
superseded_by PathRef?

Definitions

Shared types referenced within this schema.

HedgingInstrument
Approved hedging-instrument variants.
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
RevaluationCadence
Cadence at which non-functional balances are revalued.
enum: "monthly", "quarterly", "annual"

Reference in your YAML

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