https://w3id.org/jeswr/sectors/finance#Prefix fin: · a gUFO-based ontology in the @jeswr Solid federation; imports the Solid Core.
⚠️ Experimental — AI-agent-generated (Claude Opus 4.8, @jeswr PSS agent); under active development, not production-hardened.
Other representations: Turtle · JSON-LD context · index
| Term | Label | Comment / definition |
|---|---|---|
fin:accountClass | account class | The fundamental accounting class (a coded fin:AccountClass value) of a ledger account. |
fin:AccountClass | Account Class | The top-level classification of a ledger account: asset / liability / equity / income / expense (the five fundamental accounting classes, whose normal debit/credit balance the double-entry rules follow). A coded value; members are skos:Concepts in fin:accountClassScheme. |
fin:accountClassScheme | Account class scheme | The five fundamental accounting classes for fin:accountClass. |
fin:accountCode | account code | The chart-of-accounts code of a ledger account (e.g. "1200"). |
fin:AccountCustodian | Account Custodian | The role of an agent that holds or controls a financial account's assets without necessarily owning them (a custodian bank). |
fin:ActiveFinancialAccount | Active Financial Account | The phase of a financial account that is open and operable. |
fin:allocated | allocated | The amount of money planned/allocated to a budget envelope for the period. A sub-property of fin:hasMonetaryAmount narrowed to the envelope allocation. |
fin:amount | amount | The numeric value of a monetary amount. |
fin:Balance | Balance | A point-in-time statement of the monetary amount standing on a financial account. A core:Record about the account, distinct from the account itself; use core:about for the account and core:timestamp for the as-of instant. |
fin:Bank | Bank | A deposit-taking financial institution. |
fin:Budget | Budget | A personal budget plan for a period — the envelope/zero-based budget an app like Actual Budget maintains. An information object aggregating its BudgetCategory envelopes (via core:hasPart) over a covered period (core:validFrom/core:validUntil). |
fin:BudgetCategory | Budget Category | An envelope budgeting bucket within a Budget — a named category ("Groceries", "Rent") holding a planned allocation (fin:allocated, a MonetaryAmount) against which transactions are spent. An information object (the allocation record), distinct from the money itself. Its grouping/classification reuses skos:Concept (skos:broader for category groups); aligns to schema (alignments file). |
fin:callAmount | call amount | The amount a capital-call notice draws down (a fin:MonetaryAmount node). |
fin:calledToDate | called to date | The cumulative capital drawn down against a commitment so far (a fin:MonetaryAmount node). |
fin:CardPayment | Card Payment | A payment initiated with a payment card. |
fin:categoryConcept | category concept | The skos:Concept classifying this envelope (the reusable category taxonomy term — "Groceries", a child of a "Food" group via skos:broader). Reuses SKOS for the category hierarchy rather than minting a parallel category-tree vocabulary. |
fin:class-asset | Asset | Resources owned (normal debit balance). |
fin:class-equity | Equity | Residual owners' interest (normal credit balance). |
fin:class-expense | Expense | Costs incurred (normal debit balance). |
fin:class-income | Income | Revenue earned (normal credit balance). |
fin:class-liability | Liability | Obligations owed (normal credit balance). |
fin:ClosedFinancialAccount | Closed Financial Account | The phase of a financial account that has been terminated. |
fin:Commitment | Commitment | A limited partner's standing commitment of capital to a fund: the committed amount (fin:commitmentAmount), how much has been drawn to date (fin:calledToDate) and the undrawn balance (fin:remainingCommitment), for a fund (fin:fund) and an LP (fin:limitedPartner). A core:Record of the LP↔fund commitment. |
fin:commitmentAmount | commitment amount | The total capital a limited partner has committed to a fund (a fin:MonetaryAmount node). |
fin:Counterparty | Counterparty | The role of the agent on the far side of a transaction's money movement, played contingently and relationally for that transaction. |
fin:Credit | Credit | The credit side of a posting — increases liability/equity/income accounts, decreases asset/expense accounts. |
fin:creditAccount | credit account | The account credited (money arrives) by a transaction. |
fin:CreditAccount | Credit Account | An account representing a credit facility or revolving credit line (a credit card or overdraft), where the holder owes the provider. Relevant to the EDMA lending use cases. |
fin:currency | currency | The ISO 4217 alphabetic currency code (e.g. "GBP", "EUR", "USD") of a monetary amount. |
fin:CurrentAccount | Current Account | A transactional demand-deposit account (US: checking account). |
fin:Debit | Debit | The debit side of a posting — increases asset/expense accounts, decreases liability/equity/income accounts. |
fin:debitAccount | debit account | The account debited (money leaves) by a transaction. |
fin:distributionAmount | distribution amount | The amount a distribution notice returns to a limited partner (a fin:MonetaryAmount node). |
fin:entrySide | entry side | The side (fin:Debit or fin:Credit) a ledger entry posts on. |
fin:EntrySide | Entry Side | The side of a double-entry posting: debit or credit. A coded value (core:Category); the two members are fin:Debit and fin:Credit in fin:entrySideScheme. |
fin:entrySideScheme | Entry side scheme | The two double-entry sides for fin:entrySide. |
fin:FinancialAccount | Financial Account | A core:Account at a financial institution through which money is held and money movements are recorded. A reified relator mediating an account holder and a provider. |
fin:FinancialInstitution | Financial Institution | An organization that provides financial accounts and services (a bank, a building society, a payment institution). Typically the agent playing core:AccountProvider for an account. |
fin:FinancialInstrument | Financial Instrument | A tradable financial asset — a security, bond, fund unit, or similar. Identify it with core:identifiedBy + an ISIN-scheme core:Identifier. |
fin:FrozenFinancialAccount | Frozen Financial Account | The phase of a financial account temporarily suspended (e.g. a compliance hold). |
fin:fund | fund | The fund a commitment or notice concerns. No rdfs:domain — shared by fin:Commitment and fin:Notice. |
fin:Fund | Fund | A pooled private-equity / venture / real-asset investment fund vehicle into which limited partners commit capital and from which a general partner draws it down and distributes returns. Its vintage year is fin:vintageYear; its manager is a fin:GeneralPartner. Aligned Mode-A to FIBO's SEC Funds module. |
fin:generalPartner | general partner | The agent playing the General Partner role for a fund. No rdfs:domain — carried on a fin:Fund (its manager) or a fin:Notice (its issuer). |
fin:GeneralPartner | General Partner | The role of the agent (a management company) that manages a fund, draws down committed capital and issues notices. |
fin:hasCategory | has category | An envelope category that is part of a budget. A sub-property of core:hasPart (the budget aggregates its envelopes). |
fin:hasCounterparty | has counterparty | Links a transaction event to the agent playing the Counterparty role on the far side of the money movement. A fresh sector property — NOT a subproperty of core:hadParticipant, so it does not entail that a Transaction is a core:Event participation nor widen any Core property. |
fin:hasMonetaryAmount | has monetary amount | Relates an entity (a transaction, payment, balance, or holding) to a monetary amount. No rdfs:domain: it spans both endurants (holdings) and events (transactions), which gUFO holds disjoint, so a domain axiom would force inconsistent typing — intended usage is enforced in SHACL. |
fin:heldInAccount | held in account | The investment account a holding is custodied within. |
fin:Holding | Holding | A held position: a quantity of a financial instrument owned within an investment account. Use core:owns for the owner, fin:ofInstrument for the instrument, fin:quantity for the units, and fin:hasMonetaryAmount for its valuation. |
fin:inCategory | in category | The budget envelope a transaction is assigned to (the spend that draws down the envelope's allocation). A plain object property (the Transaction is a gufo:Event; this is not a part-whole link). |
fin:InvestmentAccount | Investment Account | An account through which financial instruments are held (a brokerage or securities account). Its holdings are fin:Holding / fin:FinancialInstrument assets. |
fin:JournalEntry | Journal Entry | A balanced double-entry bookkeeping transaction — a set of fin:LedgerEntry postings whose debits equal its credits, recorded on a date. A core:Record; its component postings reference it via fin:partOfJournalEntry. |
fin:jurisdiction | jurisdiction | The legal jurisdiction (an ISO 3166 code or name) governing an entity or account. A neutral finance term replacing schema:jurisdiction, whose schema.org domain is GovernmentService/Legislation. No rdfs:domain — carried on institutions, funds or accounts. |
fin:LedgerAccount | Ledger Account | A general-ledger account — a node in a chart of accounts against which double-entry postings (fin:LedgerEntry) are recorded. An information object (the account definition), classified by fin:accountClass (asset/liability/equity/income/expense), identified by fin:accountCode, and nested under a parent via fin:parentAccountCode. Distinct from a fin:FinancialAccount (a real account at an institution, a Relator); a LedgerAccount is a bookkeeping classification. Aligned Mode-A to fibo-fbc-pas-caa:LedgerAccount. |
fin:LedgerEntry | Ledger Entry | One posting line of a double-entry transaction: a monetary amount (fin:hasMonetaryAmount) posted on one side (fin:entrySide → fin:Debit or fin:Credit) to a ledger account (fin:postsTo), as part of a journal entry (fin:partOfJournalEntry). Aligned Mode-A to fibo-fnd-txnsext-rea:LedgerEntry (FIBO's FND/TransactionsExt/REATransactions module — where FIBO's LedgerEntry actually lives, byte-verified by Keystone; NOT the ClientsAndAccounts module that holds LedgerAccount). |
fin:limitedPartner | limited partner | The agent playing the Limited Partner role for a commitment. |
fin:LimitedPartner | Limited Partner | The role of the agent (an investor) that commits capital to a fund as a limited partner. |
fin:MonetaryAmount | Monetary Amount | A quantity of money: a decimal value in a single ISO 4217 currency. A value object reused by transactions, payments, balances and holdings. A core:Quantity whose unit is a currency (the ISO 4217 code on fin:currency). |
fin:Notice | Notice | A capital-call or distribution notice issued by a fund's general partner to a limited partner: its kind is fin:noticeType (fin:notice-capital-call / fin:notice-distribution), its amount fin:callAmount (a call) or fin:distributionAmount (a distribution), for a fund (fin:fund). An information resource (the notice document); may be dual-typed schema:Invoice for a capital call (with schema:paymentDueDate). |
fin:notice-capital-call | Capital call | A notice drawing down committed capital from limited partners (fin:callAmount). |
fin:notice-distribution | Distribution | A notice returning proceeds to limited partners (fin:distributionAmount). |
fin:noticeType | notice type | The kind (a coded fin:NoticeType value) of a fund notice: capital call or distribution. |
fin:NoticeType | Notice Type | The kind of a fund notice: a capital call (drawing committed capital) or a distribution (returning proceeds). A coded value; members are skos:Concepts in fin:noticeTypeScheme. |
fin:noticeTypeScheme | Notice type scheme | The kinds of fund notice for fin:noticeType. |
fin:ofInstrument | of instrument | The financial instrument a holding is a position in. |
fin:parentAccountCode | parent account code | The fin:accountCode of the parent ledger account in the chart-of-accounts hierarchy (the code-based parent link Keystone uses). |
fin:partOfJournalEntry | part of journal entry | The journal entry a ledger-entry posting belongs to. A sub-property of core:partOf (the journal entry aggregates its posting lines). |
fin:payee | payee | Links a payment to the agent playing the Payee role. |
fin:Payee | Payee | The role of the agent that receives money in a payment. |
fin:payer | payer | Links a payment to the agent playing the Payer role. |
fin:Payer | Payer | The role of the agent that sends money in a payment. |
fin:Payment | Payment | A transaction that transfers money from a payer to a payee to settle an obligation. |
fin:postingTime | posting time | The instant a transaction was posted to the account ledger. A specialisation of core:timestamp. |
fin:postsTo | posts to | The ledger account a ledger entry posts to. |
fin:quantity | quantity | The number of units of the instrument held. |
fin:remainingCommitment | remaining commitment | The undrawn balance of a commitment (committed minus called — a fin:MonetaryAmount node). |
fin:SavingsAccount | Savings Account | An interest-bearing deposit account intended for saving rather than day-to-day transactions. |
fin:sector | Finance sector | The Finance data sector. The value an app's fedapp:sector names in its Client Identifier Document to declare it operates over finance data. Backed by this sector ontology. |
fin:Security | Security | A negotiable financial instrument such as a share or bond. |
fin:sharePct | share percentage | A percentage (0–100) — an ownership stake or holding proportion — as a plain xsd:decimal. The HONEST replacement for a range-violating bare-literal qudt:quantityValue (QUDT requires a qudt:QuantityValue NODE; for an app-internal percentage the sector datatype property is the correct weight). No rdfs:domain — used on ownership edges and holdings. |
fin:snapshot | snapshot | A periodic compacted snapshot resource of the budget's CRDT state, so a fresh client need not replay the whole sync log. The pointer to the snapshot resource (an opaque byte payload). A plain object property. |
fin:syncLog | sync log | The append-only CRDT-sync container this budget's mutations are logged to (an LDP container of opaque sync-message resources). The pointer to the CRDT message log — its byte payloads are opaque to RDF. A plain object property (the pointed-at container is a core:InformationResource). |
fin:Transaction | Transaction | A money movement on a financial account, having a monetary amount, a posting time and (usually) a counterparty. A core:Activity event. |
fin:TransactionRecord | Transaction Record | The stored statement-line record of a transaction (as it appears on a statement), as opposed to the money-movement event itself. Use core:about to point at the fin:Transaction it documents. |
fin:Transfer | Transfer | A movement of money between accounts (a bank transfer, a standing-order execution). |
fin:vintageYear | vintage year | The vintage year of a fund — the year it began drawing capital, the standard PE cohort key. |