From 6d67e90059499f570a086df682e3f2eecbd94c76 Mon Sep 17 00:00:00 2001 From: kirasnow507 Date: Thu, 12 Feb 2026 11:37:00 +0000 Subject: [PATCH] add established_date to entity --- documentation/properties/established_date.md | 22 ++++++++++++++++++++ schemas/entity.json | 5 +++++ 2 files changed, 27 insertions(+) create mode 100644 documentation/properties/established_date.md diff --git a/documentation/properties/established_date.md b/documentation/properties/established_date.md new file mode 100644 index 00000000..1cbf767a --- /dev/null +++ b/documentation/properties/established_date.md @@ -0,0 +1,22 @@ +layout: property +title: "established_date" +schemas: [customer, issuer, guarantor] +--- + +# established_date + +--- + +The **established_date** reflects the date from which the investee’s business age is determined. This may differ from the legal incorporation date. + +For PRA-regulated entities, this field supports compliance with Article 133 of the CRR as implemented under Basel 3.1, including the assessment of how long a business has existed for equity exposure risk-weight determination. + +In accordance with the PRA definition, **established_date** is the date from which the business age begins to be calculated, and should reflect: +1. where the business was first established within the current undertaking, the date the business was first established within that undertaking; or +2. where the business was established within a different undertaking and subsequently transferred: + - the original establishment date if the risk profile and nature of the business did not substantially change as a result of the transfer; or + - the date of transfer if the risk profile or nature of the business substantially changed as a result of the transfer. + +For additional details refer to: https://www.prarulebook.co.uk/ + +--- diff --git a/schemas/entity.json b/schemas/entity.json index ddce6ec9..9d9e882f 100644 --- a/schemas/entity.json +++ b/schemas/entity.json @@ -133,6 +133,11 @@ "d" ] }, + "established_date": { + "description": "The effective date from which the investee’s business age is determined. Formatted as YYYY-MM-DDTHH:MM:SSZ in accordance with ISO 8601.", + "type": "string", + "format": "date-time" + }, "fitch_lt": { "description": "Fitch long term credit ratings", "type": "string",