Stock market data infrastructure
Trace financial fields to their sources
Preserve record-level primary_source and field-level sources metadata to make normalized financial values auditable.
Documentation revised
Capture two levels of attribution
On each financial period, primary_source identifies the record's source family. The optional sources mapping records identifiers for populated fields, such as a source taxonomy tag. These are different levels of evidence: a record label does not prove that every value has the same original tag.
Keep an audit tuple
For every exported value retain company identity, period_end, period_type, fiscal_year, currency, field name, value, primary_source, and its sources entry when supplied. Keep the raw response as well so later schema changes do not erase context. Missing source metadata should remain unknown, not inferred from a neighboring row.
Distinguish extraction from derivation
A calculated value may reflect a transformation rather than a directly reported source fact. Preserve cash_flow_basis for de-cumulated quarters and ttm_quarters for aggregates. For a discrepancy, compare with the corresponding original filing and document the units and reporting basis before deciding which value is wrong.