Public Reporting

The Public Reporting domain models the content, structure and approval of formal public reports, and the specific disclosures a requirement calls for. It gives a traceable record of what was disclosed, when, and under whose authority.

• Public report: a report the organization makes public, such as an annual report, a valuation, a privacy policy or a market announcement.
• Mandatory disclosure: a specific piece of information that an obligation or compliance requirement calls for the organization to publish, such as the kinds of decisions it makes by automated means.

Schemas: public-report.schema.json, mandatory-disclosure.schema.json
Specification: JSON Schema Draft-07

Each disclosure must name at least one obligation or compliance requirement behind it, so a disclosure is never orphaned from its source. AI disclosures can also name the standardised use cases whose operation they describe.

Public Report

Attribute	Type	Description	Required
publicReportID	String	Unique identifier for the report, e.g. PR-VAL-001	✓
title	String	Short, descriptive name of the report	✓
description	String	What the report covers
reportType	Enum	Formal type of the report: financial, technical, valuation, compliance, sustainability, governance, privacyPolicy, marketAnnouncement, productDisclosure, aiDisclosure, other	✓
reportStatus	Enum	Lifecycle status of the report: draft, approved, published, cancelled, withdrawn	✓
version	String	Version of the report, e.g. 1.0	✓
issuingStakeholderTitle	String	Person or team responsible for issuing the report
issuingStakeholderID	String	Stakeholder record for the issuer
orgUnitID	String	Organization unit that owns the report
reportingPeriod	Object	Period the report covers
reportingPeriod.startDate	Date	Start date (required)
reportingPeriod.endDate	Date	End date (required)
publishedDate	Date	Date the report was made public
linkToDocument	String	Link to the published document
lodgedWithExternalOrgID	String	Regulator, exchange or registry the report was lodged with, if any
mandatoryDisclosureIDs	Array[String]	Mandatory disclosures the report contains
statementOfComplianceIDs	Array[String]	Statements of compliance published in the report

Report Type (reportType)

Value	Description
financial	Primarily financial data, e.g. profit and loss, balance sheet
technical	Technical assessments, e.g. geological or engineering
valuation	Valuation of an asset or company
compliance	A direct statement of compliance
sustainability	Sustainability or climate reporting
governance	Corporate governance statement
privacyPolicy	Privacy policy, including any automated decision disclosures
marketAnnouncement	Announcement to a securities exchange
productDisclosure	Product disclosure document
aiDisclosure	A report or section whose purpose is to disclose the use of AI or automated decision-making
other	Another kind of report

Report Status (reportStatus)

Value	Description
draft	In preparation; not approved
approved	Formally approved internally
published	Made public
cancelled	Publication formally stopped
withdrawn	Removed after publication

{
  "publicReportID": "PR-VAL-001",
  "title": "Technical Assessment & Valuation Report",
  "description": "A valuation of the company's mineral assets as of Q3 2025.",
  "reportType": "valuation",
  "reportStatus": "published",
  "version": "1.0",
  "issuingStakeholderTitle": "Anna L.",
  "issuingStakeholderID": "STK-ANNA-L",
  "linkToDocument": "https://cdn.example.com/reports/PR-VAL-001.pdf",
  "mandatoryDisclosureIDs": [
    "DISC-001",
    "DISC-002"
  ]
}

Mandatory Disclosure

Attribute	Type	Description	Required
mandatoryDisclosureID	String	Unique identifier for the disclosure, e.g. DISC-001	✓
title	String	Short name of the disclosure	✓
description	String	What must be disclosed, in source-describing language
disclosureChannel	Enum	Where the disclosure is made: annualReport, privacyPolicy, website, marketAnnouncement, regulatorLodgement, productDisclosure, pointOfInteraction, other
obligationIDs	Array[String]	Obligations (semantic library) that call for the disclosure
complianceRequirementIDs	Array[String]	Compliance requirements that call for the disclosure
sourceData	Array[Object]	Records the disclosed information is drawn from
sourceData[].domainType	Enum	Domain of the referenced entity, from the shared domain list (domainType in common.schema.json) (required)
sourceData[].entityID	String	Unique identifier of a record within its domain, for example "CAP-001" or "MKT-ENTSW-001" (required)
sourceData[].title	String	Name of the referenced entity, for readability
useCaseIDs	Array[String]	Standardised AI use cases whose operation the disclosure describes, for AI disclosures
stakeholderTitle	String	Person or role accountable for the disclosure
stakeholderID	String	Stakeholder record for that person or role
publicReportIDs	Array[String]	Public reports that contain the disclosure
frequency	Enum	How often the disclosure is made or refreshed: continuous, realTime, hourly, daily, weekly, monthly, quarterly, semiAnnually, annually, eventDriven, onDemand, adHoc

Disclosure Channel (disclosureChannel)

Value	Description
annualReport	Annual or periodic report
privacyPolicy	Privacy policy
website	Website page
marketAnnouncement	Exchange announcement
regulatorLodgement	Lodged with a regulator
productDisclosure	Product disclosure document
pointOfInteraction	At the point a person interacts with the system, e.g. an AI notice in a chat
other	Another channel

{
  "mandatoryDisclosureID": "DISC-001",
  "title": "Competent Person statement",
  "sourceData": [
    {
      "domainType": "information",
      "entityID": "INFO-RESOURCE-MODEL"
    }
  ],
  "complianceRequirementIDs": [
    "CREQ-VALMIN-3.1"
  ],
  "stakeholderID": "STK-ANNA-L",
  "disclosureChannel": "marketAnnouncement"
}