Open-Cap-Table-Coalition / Open-Cap-Format-OCF

Open Cap Format (OCF) - The Open Source Company Capitalization Data Standard. OCF can be used to structure and track the complex data structures necessary to build and maintain accurate capitalization (cap) tables.

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[Enhancement]: Adding a Document schema (paths only) to OCF

jacobyavis opened this issue · comments

Description of Enhancement :

While we're not sure about the idea of bloating .ocf.zip archives with gigabytes of documents, we DO see value in OCF being able to support a mapping of document_ids to document paths.

It's been a while since we talked about including documents in OCF, so I thought it'd be a good time to do a proposal.

Why is this Needed?

There are many OCF use cases wherein a bunch of documents are created related to the cap table data, and the current OCF schema has no way of supporting any sort of document-related data-mapping.

Use case e.g. Issuer exports OCF data from platform to do a tender offer with 3rd party provider, which generates documents. Third party provider could export the data back including document links

In this proposal, transmission of the actual document archive would remain outside the scope of OCF. But we would support OCF to know the paths within said archive as they relate to the individual stakeholders.

Anything else we need to know?

We will come up with a PR to better illustrate our proposal.

Proposal created in PR #497 (currently labelled as draft)
This is written as a non-breaking addition to the schema