francy51
17de3dd72d
- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI - add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading - auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
197 lines
5.8 KiB
JSON
197 lines
5.8 KiB
JSON
{
|
|
"version": "fiscal-v1",
|
|
"pack": "title_plant",
|
|
"surfaces": [
|
|
{
|
|
"surface_key": "title_revenue",
|
|
"statement": "income",
|
|
"label": "Title Insurance & Service Revenue",
|
|
"category": "surface",
|
|
"order": 10,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:TitleInsuranceRevenue",
|
|
"us-gaap:TitleSearchAndExamRevenue"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:TitleInsuranceRevenue",
|
|
"us-gaap:TitleSearchAndExamRevenue"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "group_all_children",
|
|
"materiality_policy": "income_default"
|
|
},
|
|
{
|
|
"surface_key": "escrow_and_closing_fees",
|
|
"statement": "income",
|
|
"label": "Escrow & Closing Fees",
|
|
"category": "surface",
|
|
"order": 15,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:EscrowFees",
|
|
"us-gaap:ClosingFees"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:EscrowFees",
|
|
"us-gaap:ClosingFees"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "group_all_children",
|
|
"materiality_policy": "income_default"
|
|
},
|
|
{
|
|
"surface_key": "policy_losses_and_claims_expense",
|
|
"statement": "income",
|
|
"label": "Policy Losses & Claims Expense",
|
|
"category": "surface",
|
|
"order": 25,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:PolicyLossesAndLossAdjustmentExpenses",
|
|
"us-gaap:ClaimsExpense"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:PolicyLossesAndLossAdjustmentExpenses",
|
|
"us-gaap:ClaimsExpense"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "group_all_children",
|
|
"materiality_policy": "income_default"
|
|
},
|
|
{
|
|
"surface_key": "operating_expenses",
|
|
"statement": "income",
|
|
"label": "Operating Expenses",
|
|
"category": "surface",
|
|
"order": 30,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:OperatingExpenses"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:OperatingExpenses"
|
|
],
|
|
"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": "title_plant_assets",
|
|
"statement": "balance",
|
|
"label": "Title Plant Assets",
|
|
"category": "noncurrent_assets",
|
|
"order": 30,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:TitlePlant",
|
|
"us-gaap:TitlePlantAssets"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:TitlePlant",
|
|
"us-gaap:TitlePlantAssets"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "group_all_children",
|
|
"materiality_policy": "balance_default"
|
|
},
|
|
{
|
|
"surface_key": "reserve_for_claims",
|
|
"statement": "balance",
|
|
"label": "Reserve for Title Claims",
|
|
"category": "noncurrent_liabilities",
|
|
"order": 80,
|
|
"unit": "currency",
|
|
"rollup_policy": "aggregate_children",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:ReserveForTitleClaims",
|
|
"us-gaap:PolicyLossReserves"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:ReserveForTitleClaims",
|
|
"us-gaap:PolicyLossReserves"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "group_all_children",
|
|
"materiality_policy": "balance_default"
|
|
},
|
|
{
|
|
"surface_key": "total_assets",
|
|
"statement": "balance",
|
|
"label": "Total Assets",
|
|
"category": "derived",
|
|
"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": "derived",
|
|
"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": "equity",
|
|
"order": 110,
|
|
"unit": "currency",
|
|
"rollup_policy": "direct_only",
|
|
"allowed_source_concepts": [
|
|
"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
|
|
],
|
|
"allowed_authoritative_concepts": [
|
|
"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"
|
|
],
|
|
"formula_fallback": null,
|
|
"detail_grouping_policy": "top_level_only",
|
|
"materiality_policy": "balance_default"
|
|
}
|
|
]
|
|
}
|