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[Enhancement]: New boolean to track ISO eligibility at time of issuance #534

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jacobyavis opened this issue Sep 16, 2024 · 0 comments
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enhancement New feature or request OCX Enabler

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Description of Enhancement :

We should only have one column to determine the compensation type of an EquityCompensationIssuance.

UPDATE: We actually do have this already -- the old field option_grant_type is marked as DEPRECATED via the $comment field:

"$comment": "DEPRECATION WARNING - This field is being retained for compatibility, but these variations have been incorporated into CompensationType.schema.json enum options"

We should move that $comment into the description field so that it appears in the documentation as so.

We also need a boolean to track ISO eligibility at time of issuance, to support OCX

Why is this Needed?

We cannot support the OCX column "ISO Eligible at Grant Date (Y/N)" without tracking this separately in OCF

Anything else we need to know?

Created while working through the comments sheet attached to issue #507

@jacobyavis jacobyavis added the enhancement New feature or request label Sep 16, 2024
@jacobyavis jacobyavis changed the title [Enhancement]: Consolidate/simplify columns on EquityCompIssuance with regard to ISO eligibility, new boolean to track ISO eligibility at time of issuance [Enhancement]: New boolean to track ISO eligibility at time of issuance Sep 16, 2024
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Labels
enhancement New feature or request OCX Enabler
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