Mandate Rule

MandateRulePROJECT

A constraint embedded in a fund's investment mandate — concentration limits, ratings floors, leverage caps, restricted countries — to be monitored continuously.

Datasets representing this concept

1 dataset

Dataset	Role	Pure
mandate_rule	primary	Pure Model ->

Pure Class

FIBO-grounded class definition for this concept: properties, multiplicities, and source-column annotations. Per-dataset Mapping and Table blocks live on each dataset's Pure Model tab.

<<Lineage.parquetBacked>>
{Lineage.parquetPath = 'out/parquet/mandate_rule.parquet', Lineage.fiboModule = 'PROJECT', Lineage.fiboConcept = 'MandateRule', Lineage.datasetTitle = 'Mandate Rules'}
// Concrete rules embedded in fund mandates — single-name limits, leverage caps, ratings floors — with severity and effective dating.
Class fibo::derived::MandateRule
{
    // RuleIdentifier: Internal surrogate key for a mandate rule.
    ruleId : Integer[1];
    // MandateIdentifier: Internal surrogate key for an investment mandate.
    mandateId : Integer[1];
    // Identifier: A label assigned by an authority that uniquely refers to a thing (entity, instrument, account, etc.) within a given naming scheme.
    ruleCode : String[1];
    // RuleExpression: Structured (JSON) representation of a mandate rule\'s logic — dimension, threshold, operator, units.
    ruleExpression : String[1];
    // RuleSeverity: How seriously a rule must be treated: WARNING (advisory), HARD_LIMIT (must not be exceeded), REGULATORY (legally mandated).
    severity : String[1];
    // ValidFromDate: The date a record\'s information became effective. Together with Valid To Date and Is Current, supports point-in-time history (slowly-changing dimension).
    effectiveFrom : StrictDate[1];
    // ValidToDate: The date a record\'s information stopped being effective. NULL means still in force.
    effectiveTo : StrictDate[0..1];
}