feat(taxonomy): add rust sidecar compact surface pipeline

This commit is contained in:
2026-03-12 15:23:10 -04:00
parent f2c25fb9c6
commit 58061af006
84 changed files with 19350 additions and 265 deletions

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{
"version": "fiscal-v1",
"pack": "bank_lender",
"rows": {
"revenue": {
"direct_authoritative_concepts": [
"us-gaap:TotalRevenues",
"us-gaap:TotalNetRevenues"
],
"direct_source_concepts": [
"TotalRevenues",
"TotalNetRevenues"
],
"component_surfaces": {
"positive": [
"net_interest_income",
"noninterest_income"
],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "pack_bridge_sum",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"revenue_formula_derived"
]
},
"gross_profit": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"gross_profit_not_meaningful_bank_pack"
]
},
"operating_expenses": {
"direct_authoritative_concepts": [
"us-gaap:OperatingExpenses"
],
"direct_source_concepts": [
"OperatingExpenses"
],
"component_surfaces": {
"positive": [
"provision_for_credit_losses",
"noninterest_expense"
],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "pack_bridge_sum",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"operating_expenses_includes_credit_provision"
]
},
"selling_general_and_administrative": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"selling_general_and_administrative_not_meaningful_bank_pack"
]
},
"research_and_development": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"research_and_development_not_meaningful_bank_pack"
]
},
"other_operating_expense": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"other_operating_expense_not_meaningful_bank_pack"
]
},
"operating_income": {
"direct_authoritative_concepts": [
"us-gaap:OperatingIncomeLoss",
"us-gaap:IncomeBeforeTaxExpenseBenefit"
],
"direct_source_concepts": [
"OperatingIncomeLoss",
"IncomeBeforeTaxExpenseBenefit"
],
"component_surfaces": {
"positive": [
"revenue"
],
"negative": [
"operating_expenses"
]
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"operating_income_formula_derived"
]
},
"income_tax_expense": {
"direct_authoritative_concepts": [
"us-gaap:IncomeTaxExpenseBenefit"
],
"direct_source_concepts": [
"IncomeTaxExpenseBenefit"
],
"component_surfaces": {
"positive": [],
"negative": [
"net_income"
]
},
"component_concept_groups": {
"positive": [
{
"name": "pretax_income",
"concepts": [
"us-gaap:IncomeBeforeTaxExpenseBenefit",
"us-gaap:PretaxIncome"
]
}
],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"income_tax_expense_formula_derived"
]
},
"net_income": {
"direct_authoritative_concepts": [
"us-gaap:NetIncomeLoss"
],
"direct_source_concepts": [
"NetIncomeLoss"
],
"component_surfaces": {
"positive": [],
"negative": [
"income_tax_expense"
]
},
"component_concept_groups": {
"positive": [
{
"name": "pretax_income",
"concepts": [
"us-gaap:IncomeBeforeTaxExpenseBenefit",
"us-gaap:PretaxIncome"
]
}
],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"net_income_formula_derived"
]
}
}
}

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{
"version": "fiscal-v1",
"pack": "bank_lender",
"surfaces": [
{
"surface_key": "interest_income",
"statement": "income",
"label": "Interest Income",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:InterestAndDividendIncomeOperating",
"us-gaap:InterestIncomeOperating",
"us-gaap:InterestIncomeExpenseOperatingGross",
"us-gaap:InterestIncomeOther"
],
"allowed_authoritative_concepts": [
"us-gaap:InterestAndDividendIncomeOperating",
"us-gaap:InterestIncomeOperating",
"us-gaap:InterestIncomeExpenseOperatingGross"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "interest_expense",
"statement": "income",
"label": "Interest Expense",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:InterestExpense",
"us-gaap:InterestExpenseDeposits",
"us-gaap:InterestExpenseBorrowings",
"us-gaap:InterestExpenseOther"
],
"allowed_authoritative_concepts": [
"us-gaap:InterestExpense"
],
"formula_fallback": "sum(detail_rows)",
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_interest_income",
"statement": "income",
"label": "Net Interest Income",
"category": "surface",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:InterestAndDividendIncomeOperating",
"us-gaap:InterestIncomeOperating",
"us-gaap:InterestIncomeExpenseOperatingGross",
"us-gaap:InterestExpense",
"us-gaap:InterestExpenseDeposits",
"us-gaap:InterestExpenseBorrowings"
],
"allowed_authoritative_concepts": [
"us-gaap:InterestIncomeExpenseOperatingNet",
"us-gaap:NetInterestIncome",
"us-gaap:InterestIncomeExpenseNet"
],
"formula_fallback": "sum(detail_rows)",
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "provision_for_credit_losses",
"statement": "income",
"label": "Provision for Credit Losses",
"category": "surface",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:ProvisionForCreditLosses",
"us-gaap:ProvisionForLoanLeaseAndOtherLosses",
"us-gaap:CreditLossExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:ProvisionForCreditLosses",
"us-gaap:ProvisionForLoanLeaseAndOtherLosses"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "noninterest_income",
"statement": "income",
"label": "Noninterest Income",
"category": "surface",
"order": 50,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:NoninterestIncome",
"us-gaap:FeeRevenueAndOtherIncome",
"us-gaap:ServiceChargesOnDepositAccounts",
"us-gaap:CardRevenue"
],
"allowed_authoritative_concepts": [
"us-gaap:NoninterestIncome"
],
"formula_fallback": "sum(detail_rows)",
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "noninterest_expense",
"statement": "income",
"label": "Noninterest Expense",
"category": "surface",
"order": 60,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:NoninterestExpense",
"us-gaap:CompensationAndBenefits",
"us-gaap:OccupancyNet",
"us-gaap:DataProcessingExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:NoninterestExpense"
],
"formula_fallback": "sum(detail_rows)",
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_income",
"statement": "income",
"label": "Net Income",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetIncomeLoss"
],
"allowed_authoritative_concepts": [
"us-gaap:NetIncomeLoss"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "loans",
"statement": "balance",
"label": "Loans",
"category": "surface",
"order": 30,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:FinancingReceivableRecordedInvestment",
"us-gaap:LoansReceivableNetReportedAmount",
"us-gaap:FinancingReceivableExcludingAccruedInterestBeforeAllowanceForCreditLoss",
"us-gaap:FinancingReceivableExcludingAccruedInterestAfterAllowanceForCreditLoss",
"us-gaap:FinanceReceivableAllowanceForCreditLossesExcluded"
],
"allowed_authoritative_concepts": [
"us-gaap:FinancingReceivableRecordedInvestment",
"us-gaap:LoansReceivableNetReportedAmount",
"us-gaap:FinancingReceivableExcludingAccruedInterestBeforeAllowanceForCreditLoss",
"us-gaap:FinancingReceivableExcludingAccruedInterestAfterAllowanceForCreditLoss"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "allowance_for_credit_losses",
"statement": "balance",
"label": "Allowance for Credit Losses",
"category": "surface",
"order": 40,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:AllowanceForCreditLosses",
"us-gaap:AllowanceForLoanLosses"
],
"allowed_authoritative_concepts": [
"us-gaap:AllowanceForCreditLosses",
"us-gaap:AllowanceForLoanLosses"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "deposits",
"statement": "balance",
"label": "Deposits",
"category": "surface",
"order": 80,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": ["us-gaap:DepositsLiabilities", "us-gaap:Deposits"],
"allowed_authoritative_concepts": ["us-gaap:DepositsLiabilities", "us-gaap:Deposits"],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_assets",
"statement": "balance",
"label": "Total Assets",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:Assets"],
"allowed_authoritative_concepts": ["us-gaap:Assets"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_liabilities",
"statement": "balance",
"label": "Total Liabilities",
"category": "surface",
"order": 100,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:Liabilities"],
"allowed_authoritative_concepts": ["us-gaap:Liabilities"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_equity",
"statement": "balance",
"label": "Total Equity",
"category": "surface",
"order": 110,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest", "us-gaap:StockholdersEquity"],
"allowed_authoritative_concepts": ["us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest", "us-gaap:StockholdersEquity"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
}
]
}

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{
"version": "fiscal-v1",
"pack": "broker_asset_manager",
"rows": {
"revenue": {
"direct_authoritative_concepts": [
"us-gaap:TotalRevenues",
"us-gaap:Revenue",
"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax"
],
"direct_source_concepts": [
"TotalRevenues",
"Revenue",
"RevenueFromContractWithCustomerExcludingAssessedTax"
],
"component_surfaces": {
"positive": [
"fee_revenue"
],
"negative": []
},
"component_concept_groups": {
"positive": [
{
"name": "other_operating_revenue",
"concepts": [
"us-gaap:OtherRevenue",
"us-gaap:OtherOperatingIncome"
]
}
],
"negative": []
},
"formula": "pack_bridge_sum",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"revenue_formula_derived"
]
},
"gross_profit": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"gross_profit_not_meaningful_broker_pack"
]
},
"operating_expenses": {
"direct_authoritative_concepts": [
"us-gaap:OperatingExpenses"
],
"direct_source_concepts": [
"OperatingExpenses"
],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [
{
"name": "broker_operating_expense_components",
"concepts": [
"us-gaap:CompensationAndBenefits",
"us-gaap:GeneralAndAdministrativeExpense",
"us-gaap:MarketingExpense",
"us-gaap:OccupancyNet",
"us-gaap:OtherThanInterestExpense"
]
}
],
"negative": []
},
"formula": "sum",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"operating_expenses_formula_derived"
]
},
"selling_general_and_administrative": {
"direct_authoritative_concepts": [
"us-gaap:SellingGeneralAndAdministrativeExpense"
],
"direct_source_concepts": [
"SellingGeneralAndAdministrativeExpense"
],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [
{
"name": "sales_and_marketing",
"concepts": [
"us-gaap:SalesAndMarketingExpense",
"us-gaap:SellingAndMarketingExpense",
"us-gaap:MarketingExpense"
]
},
{
"name": "general_and_administrative",
"concepts": [
"us-gaap:GeneralAndAdministrativeExpense"
]
}
],
"negative": []
},
"formula": "sum",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"selling_general_and_administrative_formula_derived"
]
},
"research_and_development": {
"direct_authoritative_concepts": [],
"direct_source_concepts": [],
"component_surfaces": {
"positive": [],
"negative": []
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "not_meaningful",
"not_meaningful_for_pack": true,
"warning_codes_when_used": [
"research_and_development_not_meaningful_broker_pack"
]
},
"other_operating_expense": {
"direct_authoritative_concepts": [
"us-gaap:OtherThanInterestExpense",
"us-gaap:OtherOperatingExpenses",
"us-gaap:OtherCostAndExpenseOperating",
"us-gaap:OtherOperatingExpense"
],
"direct_source_concepts": [
"OtherThanInterestExpense",
"OtherOperatingExpenses",
"OtherCostAndExpenseOperating",
"OtherOperatingExpense"
],
"component_surfaces": {
"positive": [
"operating_expenses"
],
"negative": [
"selling_general_and_administrative",
"research_and_development"
]
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "sum_then_subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"other_operating_expense_formula_derived"
]
},
"operating_income": {
"direct_authoritative_concepts": [
"us-gaap:OperatingIncomeLoss",
"us-gaap:IncomeFromOperations"
],
"direct_source_concepts": [
"OperatingIncomeLoss",
"IncomeFromOperations"
],
"component_surfaces": {
"positive": [
"gross_profit"
],
"negative": [
"operating_expenses"
]
},
"component_concept_groups": {
"positive": [],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"operating_income_formula_derived"
]
},
"income_tax_expense": {
"direct_authoritative_concepts": [
"us-gaap:IncomeTaxExpenseBenefit"
],
"direct_source_concepts": [
"IncomeTaxExpenseBenefit"
],
"component_surfaces": {
"positive": [],
"negative": [
"net_income"
]
},
"component_concept_groups": {
"positive": [
{
"name": "pretax_income",
"concepts": [
"us-gaap:IncomeBeforeTaxExpenseBenefit",
"us-gaap:PretaxIncome"
]
}
],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"income_tax_expense_formula_derived"
]
},
"net_income": {
"direct_authoritative_concepts": [
"us-gaap:NetIncomeLoss"
],
"direct_source_concepts": [
"NetIncomeLoss"
],
"component_surfaces": {
"positive": [],
"negative": [
"income_tax_expense"
]
},
"component_concept_groups": {
"positive": [
{
"name": "pretax_income",
"concepts": [
"us-gaap:IncomeBeforeTaxExpenseBenefit",
"us-gaap:PretaxIncome"
]
}
],
"negative": []
},
"formula": "subtract",
"not_meaningful_for_pack": false,
"warning_codes_when_used": [
"net_income_formula_derived"
]
}
}
}

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{
"version": "fiscal-v1",
"pack": "broker_asset_manager",
"surfaces": [
{
"surface_key": "fee_revenue",
"statement": "income",
"label": "Fee Revenue",
"category": "surface",
"order": 10,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax",
"us-gaap:PerformanceFeeRevenueRecognized",
"us-gaap:SponsorFees",
"us-gaap:SubAdvisoryAndOther"
],
"allowed_authoritative_concepts": [
"us-gaap:PerformanceFeeRevenueRecognized"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "distribution_and_servicing_expense",
"statement": "income",
"label": "Distribution and Servicing Expense",
"category": "surface",
"order": 20,
"unit": "currency",
"rollup_policy": "aggregate_children",
"allowed_source_concepts": [
"us-gaap:TotalSalesAssetAndAccountExpense"
],
"allowed_authoritative_concepts": [
"us-gaap:TotalSalesAssetAndAccountExpense"
],
"formula_fallback": null,
"detail_grouping_policy": "group_all_children",
"materiality_policy": "income_default"
},
{
"surface_key": "net_income",
"statement": "income",
"label": "Net Income",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_or_formula",
"allowed_source_concepts": [
"us-gaap:NetIncomeLoss"
],
"allowed_authoritative_concepts": [
"us-gaap:NetIncomeLoss"
],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "income_default"
},
{
"surface_key": "total_assets",
"statement": "balance",
"label": "Total Assets",
"category": "surface",
"order": 90,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:Assets"],
"allowed_authoritative_concepts": ["us-gaap:Assets"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_liabilities",
"statement": "balance",
"label": "Total Liabilities",
"category": "surface",
"order": 100,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:Liabilities"],
"allowed_authoritative_concepts": ["us-gaap:Liabilities"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
},
{
"surface_key": "total_equity",
"statement": "balance",
"label": "Total Equity",
"category": "surface",
"order": 110,
"unit": "currency",
"rollup_policy": "direct_only",
"allowed_source_concepts": ["us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest", "us-gaap:StockholdersEquity"],
"allowed_authoritative_concepts": ["us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest", "us-gaap:StockholdersEquity"],
"formula_fallback": null,
"detail_grouping_policy": "top_level_only",
"materiality_policy": "balance_default"
}
]
}

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@@ -0,0 +1,292 @@
{
"version": "fiscal-v1",
"pack": "core",
"rows": {
"revenue": {
"direct_authoritative_concepts": [
"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax",
"us-gaap:SalesRevenueNet",
"us-gaap:Revenues",
"us-gaap:Revenue"
],
"direct_source_concepts": [
"RevenueFromContractWithCustomerExcludingAssessedTax",
"SalesRevenueNet",
"Revenues",
"Revenue"
],
"component_surfaces": {
"positive": [],
"negative": []
},
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}

View File

@@ -0,0 +1,76 @@
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}

View File

@@ -0,0 +1,222 @@
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}

View File

@@ -0,0 +1,207 @@
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}

View File

@@ -0,0 +1,9 @@
{
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{ "key": "loan_growth", "label": "Loan Growth", "unit": "percent" },
{ "key": "deposit_growth", "label": "Deposit Growth", "unit": "percent" }
]
}

View File

@@ -0,0 +1,8 @@
{
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]
}

View File

@@ -0,0 +1,5 @@
{
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}

View File

@@ -0,0 +1,8 @@
{
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]
}

View File

@@ -0,0 +1,8 @@
{
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{ "key": "investment_property_growth", "label": "Investment Property Growth", "unit": "percent" }
]
}

View File

@@ -0,0 +1,272 @@
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}

View File

@@ -0,0 +1,141 @@
{
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}
]
}

View File

@@ -0,0 +1,77 @@
{
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}