{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "version": "1.0.0",
  "description": "Per-tenant canonical alias registry. Use as RAG corpus or few-shot context. Tenants share a taxonomy but never share aliases.",
  "tenants": [
    {
      "tenant_id": "iCapital",
      "convention": "title_case_hyphen_path",
      "aliases": [
        {
          "alias_name": "Individual - Full Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Full legal name of the individual investor as a single concatenated field."
        },
        {
          "alias_name": "Individual - First Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "First (given) name of the individual investor."
        },
        {
          "alias_name": "Individual - Last Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Last (family) name of the individual investor."
        },
        {
          "alias_name": "Individual - Date of Birth",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date of birth of the individual investor."
        },
        {
          "alias_name": "Individual - Social Insurance Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Canadian SIN of the individual investor."
        },
        {
          "alias_name": "Individual - Email",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Email contact of the individual investor."
        },
        {
          "alias_name": "Individual - Phone",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Phone number of the individual investor."
        },
        {
          "alias_name": "Individual - Nationality",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Nationality of the individual investor."
        },
        {
          "alias_name": "Individual - Country of Birth",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country where the individual investor was born."
        },
        {
          "alias_name": "Individual - Country of Residence",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 1,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country where the individual investor resides."
        },
        {
          "alias_name": "Entity - Legal Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Legal name of the entity investor (corporate, trust, partnership)."
        },
        {
          "alias_name": "Entity - Business or Tax ID",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Business or tax identifier of the entity (federal BN, EIN, or equivalent)."
        },
        {
          "alias_name": "Entity - Date of Formation",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the entity was legally formed."
        },
        {
          "alias_name": "Entity - Jurisdiction Province",
          "alias_type": "address (province)",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Province/state of the entity's legal jurisdiction of formation."
        },
        {
          "alias_name": "Entity - Jurisdiction Country",
          "alias_type": "address (country)",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country of the entity's legal jurisdiction of formation."
        },
        {
          "alias_name": "Entity - Domicile Province",
          "alias_type": "address (province)",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Province of the entity's domicile (may differ from jurisdiction)."
        },
        {
          "alias_name": "Entity - Domicile Country",
          "alias_type": "address (country)",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country of the entity's domicile."
        },
        {
          "alias_name": "Entity - Registration Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 2,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Corporate or business registration number."
        },
        {
          "alias_name": "Individual - Permanent Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite permanent address of the individual investor; backed by an address group field. Decomposes into 5 sub-component children."
        },
        {
          "alias_name": "Individual - Permanent Address - Street",
          "alias_type": "address (street)",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Street line of the individual's permanent address."
        },
        {
          "alias_name": "Individual - Permanent Address - City",
          "alias_type": "address (city)",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "semantic_description": "City of the individual's permanent address."
        },
        {
          "alias_name": "Individual - Permanent Address - Province",
          "alias_type": "address (province)",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Province/state of the individual's permanent address."
        },
        {
          "alias_name": "Individual - Permanent Address - Postal Code",
          "alias_type": "address (postal code)",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Postal/ZIP code of the individual's permanent address."
        },
        {
          "alias_name": "Individual - Permanent Address - Country",
          "alias_type": "address (country)",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country of the individual's permanent address."
        },
        {
          "alias_name": "Individual - Mailing Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite mailing address of the individual investor; distinct from permanent address."
        },
        {
          "alias_name": "Entity - Permanent Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite permanent/registered address of the entity investor."
        },
        {
          "alias_name": "Entity - Mailing Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite mailing address of the entity investor; distinct from registered/permanent."
        },
        {
          "alias_name": "Entity - Registered Office Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 3,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite registered head-office address of the entity."
        },
        {
          "alias_name": "Co-Investor 1 - Full Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 4,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Full legal name of the second-position joint or co-investor."
        },
        {
          "alias_name": "Co-Investor 1 - Date of Birth",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 4,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date of birth of co-investor 1."
        },
        {
          "alias_name": "Co-Investor 1 - SIN",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 4,
          "reuse_scope": "tenant-wide",
          "semantic_description": "SIN of co-investor 1."
        },
        {
          "alias_name": "Co-Investor 1 - Email",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 4,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Email contact of co-investor 1."
        },
        {
          "alias_name": "Co-Investor 2 - Full Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 4,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Full legal name of the third-position joint or co-investor."
        },
        {
          "alias_name": "Authorized Signatories - Primary - Full Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 5,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Full name of the primary authorized signatory on an entity account."
        },
        {
          "alias_name": "Authorized Signatories - Primary - Date of Birth",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 5,
          "reuse_scope": "tenant-wide",
          "semantic_description": "DOB of the primary signatory."
        },
        {
          "alias_name": "Authorized Signatories - Primary - SIN",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 5,
          "reuse_scope": "tenant-wide",
          "semantic_description": "SIN of the primary signatory."
        },
        {
          "alias_name": "Authorized Signatories - Primary - Title",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 5,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Title or capacity of the primary signatory (director, officer, trustee, etc.)."
        },
        {
          "alias_name": "Investor Signature Page - Signatory 1 - Signature",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 6,
          "reuse_scope": "tenant-wide",
          "semantic_description": "First signature line on the investor signature page."
        },
        {
          "alias_name": "Investor Signature Page - Signatory 1 - Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 6,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Printed name corresponding to signatory 1."
        },
        {
          "alias_name": "Investor Signature Page - Signatory 1 - Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 6,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the first signatory signed."
        },
        {
          "alias_name": "Investor Signature Page - Signatory 1 - Title",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 6,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Title of signatory 1 (where applicable for entity sigs)."
        },
        {
          "alias_name": "Registered Dealer Information - Dealer Firm Name",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Legal name of the registered dealer firm intermediating the subscription."
        },
        {
          "alias_name": "Registered Dealer Information - Firm NRD Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dealer firm's National Registration Database (Canadian) number."
        },
        {
          "alias_name": "Registered Dealer Information - Firm Code",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dealer firm's internal code."
        },
        {
          "alias_name": "Registered Dealer Information - Dealing Rep Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of the dealing representative."
        },
        {
          "alias_name": "Registered Dealer Information - Dealing Rep Code",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dealing representative's internal code."
        },
        {
          "alias_name": "Registered Dealer Information - Representative Email",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Email of the dealing representative."
        },
        {
          "alias_name": "Registered Dealer Information - Representative Phone",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Phone of the dealing representative."
        },
        {
          "alias_name": "Registered Dealer Information - Mailing Address",
          "alias_type": "address",
          "document_type": "Subscription",
          "category_id": 7,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Composite mailing address of the dealer firm."
        },
        {
          "alias_name": "Discretionary Manager - Advisory Firm Name",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 8,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of the discretionary portfolio manager firm."
        },
        {
          "alias_name": "Discretionary Manager - NRD",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 8,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NRD of the discretionary manager firm."
        },
        {
          "alias_name": "Discretionary Manager - Email",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 8,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Email of the discretionary manager."
        },
        {
          "alias_name": "Discretionary Manager - Representative Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 8,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of the discretionary manager's representative."
        },
        {
          "alias_name": "Investment Amount (CAD)",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 9,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Subscription amount denominated in Canadian dollars."
        },
        {
          "alias_name": "Investment Amount (USD)",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 9,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Subscription amount denominated in US dollars."
        },
        {
          "alias_name": "Investment Amount - Aggregate",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 9,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Aggregate subscription amount across share classes/series."
        },
        {
          "alias_name": "Additional Subscription Amount",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 9,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Additional subscription on top of an initial allocation."
        },
        {
          "alias_name": "Share Class - Class A (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Class A share/unit denominated in CAD."
        },
        {
          "alias_name": "Share Class - Class A (USD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Class A share/unit denominated in USD."
        },
        {
          "alias_name": "Share Class - Class F (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Class F share/unit denominated in CAD."
        },
        {
          "alias_name": "Share Class - Class F (USD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Class F share/unit denominated in USD."
        },
        {
          "alias_name": "Share Class - Class F - Acc (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class F accumulation units denominated in CAD."
        },
        {
          "alias_name": "Share Class - Class F - Dis (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class F distribution units denominated in CAD."
        },
        {
          "alias_name": "Share Class - Class A - Plan A (DSC)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class A units sold under Plan A — Deferred Sales Charge method."
        },
        {
          "alias_name": "Share Class - Class A - Plan B (Low Load)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class A units sold under Plan B — Low Load method."
        },
        {
          "alias_name": "Share Class - Class A - Plan C (Front Load)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class A units sold under Plan C — Front Load method."
        },
        {
          "alias_name": "Share Class - Class F - Fee Based Accounts",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class F units restricted to Fee Based Accounts."
        },
        {
          "alias_name": "Share Class - Class I - Institutional",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Class I units for institutional investors."
        },
        {
          "alias_name": "Series - Series A (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Series A units (unit trust naming) in CAD."
        },
        {
          "alias_name": "Series - Series F (CAD)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 10,
          "reuse_scope": "fund-product-scoped",
          "semantic_description": "Investor election for Series F units in CAD."
        },
        {
          "alias_name": "Distribution Election - Cash",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 11,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Distributions paid as cash."
        },
        {
          "alias_name": "Distribution Election - DRIP",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 11,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Distributions reinvested via DRIP."
        },
        {
          "alias_name": "Distribution Election - Reinvest",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 11,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Distributions reinvested into the same fund."
        },
        {
          "alias_name": "Wire Instructions - Beneficiary - Bank Name",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of the beneficiary bank for wire settlement."
        },
        {
          "alias_name": "Wire Instructions - Beneficiary - SWIFT Code",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "SWIFT/BIC of the beneficiary bank."
        },
        {
          "alias_name": "Wire Instructions - Beneficiary - ABA Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "ABA/routing number of the beneficiary bank."
        },
        {
          "alias_name": "Wire Instructions - Beneficiary - Account Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account number at the beneficiary bank."
        },
        {
          "alias_name": "Wire Instructions - Custodian - Account Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name on the custodian account."
        },
        {
          "alias_name": "Wire Instructions - Custodian - Account Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Custodian account number."
        },
        {
          "alias_name": "Wire Instructions - FFC",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "For Further Credit information on the wire."
        },
        {
          "alias_name": "Wire Instructions - Reference",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Free-text reference line accompanying the wire."
        },
        {
          "alias_name": "FundServ - Account Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 12,
          "reuse_scope": "tenant-wide",
          "semantic_description": "FundServ account number (alternative to wire details for Canadian flows)."
        },
        {
          "alias_name": "AML - PEP Status Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Yes/No declaration whether investor is a Politically Exposed Person."
        },
        {
          "alias_name": "AML - PEP Category Specified",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "If PEP Yes — specifying which category and details."
        },
        {
          "alias_name": "AML - Source of Funds",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Source of the immediate funds (e.g. brokerage account, bank account). FATF Rec 10."
        },
        {
          "alias_name": "AML - Source of Wealth",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "How wealth was accumulated (e.g. inheritance, business sale, salary). Distinct from Source of Funds. FATF Rec 10."
        },
        {
          "alias_name": "AML - 10% Beneficial Owner Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Yes/No election whether the entity has 10%+ ultimate beneficial owners."
        },
        {
          "alias_name": "AML - 10% Beneficial Owner - Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of a 10%+ ultimate beneficial owner."
        },
        {
          "alias_name": "AML - Controlling Person - Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of the natural person exercising ultimate effective control (FATCA/CRS)."
        },
        {
          "alias_name": "AML - Controlling Person - Capacity",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 13,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Role/capacity of the controlling person (director, beneficial owner, settlor, etc.)."
        },
        {
          "alias_name": "RC 518 - Account Holder - Full Mailing Address",
          "alias_type": "address",
          "document_type": "RC518",
          "category_id": 14,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Account holder's mailing address on the RC518 (individual CRS) form."
        },
        {
          "alias_name": "RC 518 - Certification - Date",
          "alias_type": "date",
          "document_type": "RC518",
          "category_id": 14,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the RC518 certification was signed."
        },
        {
          "alias_name": "W-8BEN - Beneficial Owner - Permanent Address",
          "alias_type": "address",
          "document_type": "W-8BEN",
          "category_id": 15,
          "reuse_scope": "tenant-wide",
          "is_composite": true,
          "semantic_description": "Beneficial owner's permanent address on W-8BEN form."
        },
        {
          "alias_name": "W-8BEN - Certification - Date",
          "alias_type": "date",
          "document_type": "W-8BEN",
          "category_id": 15,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the W-8BEN was certified."
        },
        {
          "alias_name": "W-8BEN-E - Certification - Date",
          "alias_type": "date",
          "document_type": "W-8BEN-E",
          "category_id": 15,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the W-8BEN-E was certified."
        },
        {
          "alias_name": "W-9 - Certification - Date",
          "alias_type": "date",
          "document_type": "W-9",
          "category_id": 15,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the W-9 was certified."
        },
        {
          "alias_name": "Disregarded Entity - Name",
          "alias_type": "name",
          "document_type": "W-8BEN-E",
          "category_id": 15,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Name of a disregarded entity flagged on W-8BEN-E or W-9."
        },
        {
          "alias_name": "FATCA - US Person Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 16,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Yes/No US-Person election for FATCA self-cert."
        },
        {
          "alias_name": "CRS - Tax Residence Country",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 16,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Country of tax residence for CRS self-cert."
        },
        {
          "alias_name": "CRS - TIN",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 16,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Tax Identification Number for the declared tax residence."
        },
        {
          "alias_name": "CRS - Reason for No TIN",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 16,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Reason category if no TIN is provided."
        },
        {
          "alias_name": "Accredited Investor Status - a",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (a) — Canadian financial institution / Schedule III bank (except Ontario)."
        },
        {
          "alias_name": "Accredited Investor Status - a.1",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (a.1) — Ontario financial institution per s. 73.1(1)."
        },
        {
          "alias_name": "Accredited Investor Status - b",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (b) — Business Development Bank of Canada."
        },
        {
          "alias_name": "Accredited Investor Status - j.1",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (j.1) — individual with $5M+ financial assets net of liabilities."
        },
        {
          "alias_name": "Accredited Investor Status - k",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (k) — individual with $200K+ income / $300K+ with spouse."
        },
        {
          "alias_name": "Accredited Investor Status - m",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106 AI category (m) — person other than individual / investment fund with $5M+ net assets."
        },
        {
          "alias_name": "Accredited Investor - B.1 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106F9 short-form initials confirming individual income > $200K in each of the 2 most recent calendar years."
        },
        {
          "alias_name": "Accredited Investor - B.2 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106F9 short-form initials confirming combined net income with spouse > $300K."
        },
        {
          "alias_name": "Accredited Investor - B.3 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 17,
          "reuse_scope": "tenant-wide",
          "semantic_description": "NI 45-106F9 short-form initials confirming net assets > $5M (alone or with spouse)."
        },
        {
          "alias_name": "Eligible Investor - A.1 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 18,
          "reuse_scope": "tenant-wide",
          "semantic_description": "OM Eligible Investor (NI 45-106 s. 2.9) — Section A criterion 1: net income > $75K individual."
        },
        {
          "alias_name": "Eligible Investor - A.2 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 18,
          "reuse_scope": "tenant-wide",
          "semantic_description": "OM Eligible Investor Section A criterion 2: net income > $125K combined with spouse."
        },
        {
          "alias_name": "Eligible Investor - A.3 - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 18,
          "reuse_scope": "tenant-wide",
          "semantic_description": "OM Eligible Investor Section A criterion 3: net assets > $400K."
        },
        {
          "alias_name": "Permitted Client - Election - Yes",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 19,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Permitted Client election — yes."
        },
        {
          "alias_name": "Permitted Client - Election - No",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 19,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Permitted Client election — no."
        },
        {
          "alias_name": "US Accredited Investor - Individual",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 20,
          "reuse_scope": "tenant-wide",
          "semantic_description": "US Accredited Investor — individual qualification flag."
        },
        {
          "alias_name": "US Accredited Investor - Entity",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 20,
          "reuse_scope": "tenant-wide",
          "semantic_description": "US Accredited Investor — entity qualification flag."
        },
        {
          "alias_name": "US ICA Section A - Option (a)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 20,
          "reuse_scope": "tenant-wide",
          "semantic_description": "US Investment Company Act Section A representation — option (a)."
        },
        {
          "alias_name": "Risk Acknowledgement - Risk of Loss - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 21,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Risk acknowledgement form — initials confirming Risk of Loss statement."
        },
        {
          "alias_name": "Risk Acknowledgement - Risk of Loss - Amount",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 21,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dollar amount entered on the Risk of Loss row (cross-checks vs subscription amount)."
        },
        {
          "alias_name": "Risk Acknowledgement - Liquidity Risk - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 21,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Initials confirming Liquidity Risk statement."
        },
        {
          "alias_name": "Risk Acknowledgement - Lack of Information - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 21,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Initials confirming Lack of Information statement."
        },
        {
          "alias_name": "Risk Acknowledgement - Lack of Advice - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 21,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Initials confirming Lack of Advice statement."
        },
        {
          "alias_name": "Account Type - Individual - Individual",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account registration type — individual (single-holder, non-registered)."
        },
        {
          "alias_name": "Account Type - Individual - JTWROS",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account registration type — Joint Tenants with Right of Survivorship."
        },
        {
          "alias_name": "Account Type - Individual - Tenants in Common",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account registration type — Tenants in Common."
        },
        {
          "alias_name": "Account Type - Individual - Testamentary or Personal Trust",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account registration type — testamentary or personal trust."
        },
        {
          "alias_name": "Account Type - Individual - Registered Account",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account registration type — registered account (RRSP/RESP/TFSA)."
        },
        {
          "alias_name": "Account Type - Entity - Corporation",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — corporation."
        },
        {
          "alias_name": "Account Type - Entity - Limited Liability Company",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — LLC."
        },
        {
          "alias_name": "Account Type - Entity - Limited Partnership",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — limited partnership."
        },
        {
          "alias_name": "Account Type - Entity - General Partnership",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — general partnership."
        },
        {
          "alias_name": "Account Type - Entity - Trust",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — trust."
        },
        {
          "alias_name": "Account Type - Entity - Pension Plan",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 22,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Entity account type — pension plan."
        },
        {
          "alias_name": "Bulk Order Information - Class of Units",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 23,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Class of units in a bulk-order subscription."
        },
        {
          "alias_name": "Bulk Order Information - Aggregate Amount",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 23,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Aggregate amount across a bulk-order subscription."
        },
        {
          "alias_name": "Bulk Order Information - Reference",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 23,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Bulk-order reference identifier."
        },
        {
          "alias_name": "Investor Details - Investor Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 24,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor name in operational metadata context (cross-doc-type)."
        },
        {
          "alias_name": "Investor Details - Portfolio Reference",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 24,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Portfolio reference identifier."
        },
        {
          "alias_name": "Investor Details - Transaction Reference",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 24,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Transaction reference identifier."
        },
        {
          "alias_name": "Investor Details - Number of Deals",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 24,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Number of deals in the transaction batch."
        },
        {
          "alias_name": "Investor Details - Instruction Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 24,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the instruction was issued."
        },
        {
          "alias_name": "Lookup - Investor Name",
          "alias_type": "name",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor name on the external feed (Paxus / masterdata) for cross-check."
        },
        {
          "alias_name": "Lookup - Dealer Name",
          "alias_type": "name",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dealer name on the external feed for cross-check."
        },
        {
          "alias_name": "Lookup - Account Number",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Account number on the external feed."
        },
        {
          "alias_name": "Lookup - Address Lines",
          "alias_type": "address",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Address lines on the external feed for cross-check."
        },
        {
          "alias_name": "Lookup - Fund Code",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Fund code on the external feed."
        },
        {
          "alias_name": "Lookup - Series Code",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Series code on the external feed."
        },
        {
          "alias_name": "Lookup - Class Code",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Class code on the external feed."
        },
        {
          "alias_name": "Lookup - Currency",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Currency on the external feed."
        },
        {
          "alias_name": "Lookup - Reference",
          "alias_type": "text",
          "document_type": "Lookup",
          "category_id": 25,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Cross-system reference identifier."
        },
        {
          "alias_name": "FFBA - Relationship to Issuer Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor's election as having a qualifying relationship to the issuer under NI 45-106 s. 2.5 (FFBA exemption)."
        },
        {
          "alias_name": "FFBA - Director / Officer / Founder Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "FFBA — investor is a director, officer or founder of the issuer."
        },
        {
          "alias_name": "FFBA - Family Member Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "FFBA — investor is a family member of a director, officer or founder."
        },
        {
          "alias_name": "FFBA - Close Personal Friend Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "FFBA — investor is a close personal friend of a director, officer or founder."
        },
        {
          "alias_name": "FFBA - Close Business Associate Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "FFBA — investor is a close business associate of a director, officer or founder."
        },
        {
          "alias_name": "FFBA - Relationship Description",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Free-text description of the investor's relationship to the issuer (FFBA exemption)."
        },
        {
          "alias_name": "FFBA - Initials",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 26,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor's initials on the FFBA relationship declaration."
        },
        {
          "alias_name": "Fund Administration - Closing Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 27,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Closing date of the subscription as recorded by fund admin after acceptance."
        },
        {
          "alias_name": "Fund Administration - Price Per Unit on Closing Date",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 27,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Unit price applied to this subscription at closing."
        },
        {
          "alias_name": "Fund Administration - Number of Units Issued",
          "alias_type": "numeric",
          "document_type": "Subscription",
          "category_id": 27,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Number of units issued to the investor at closing."
        },
        {
          "alias_name": "Fund Administration - Acceptance Acknowledgement",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 27,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Fund-side acknowledgement that the subscription has been accepted."
        },
        {
          "alias_name": "Fund Administration - Acceptance Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 27,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the fund accepted the subscription."
        },
        {
          "alias_name": "Electronic Delivery - Document Consent",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 28,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor consent to receive fund documents (statements, financial reports) electronically rather than by mail."
        },
        {
          "alias_name": "Electronic Delivery - Commercial Messages Consent (CASL)",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 28,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor consent under Canada's Anti-Spam Legislation (CASL) to receive promotional / commercial electronic messages from the fund."
        },
        {
          "alias_name": "Electronic Delivery - Email Address",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 28,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Email address to which electronic documents will be delivered."
        },
        {
          "alias_name": "Investor Correspondence - Exclusive to Dealer Consent",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 28,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Investor consent that all correspondence be sent exclusively to the registered dealer."
        },
        {
          "alias_name": "Investor Correspondence - Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 28,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the correspondence-preference election was signed."
        },
        {
          "alias_name": "Purchaser's Agent - KYC/AML Acknowledgement",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Registered dealer / adviser acknowledgement that KYC, suitability and AML obligations have been fulfilled on the purchaser's behalf."
        },
        {
          "alias_name": "Purchaser's Agent - GIIN",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Global Intermediary Identification Number of the purchaser's agent (FATCA AEOI delegation)."
        },
        {
          "alias_name": "Purchaser's Agent - Reporting CFI Election",
          "alias_type": "option",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Agent's election that it is a Reporting Canadian Financial Institution and will handle FATCA / CRS reporting on behalf of the purchaser."
        },
        {
          "alias_name": "Purchaser's Agent - Dealer or Adviser Number",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Dealer or adviser registration number of the purchaser's agent."
        },
        {
          "alias_name": "Purchaser's Agent - Signature",
          "alias_type": "text",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Signature of the purchaser's agent on the certificate."
        },
        {
          "alias_name": "Purchaser's Agent - Print Name",
          "alias_type": "name",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Printed name of the purchaser's agent."
        },
        {
          "alias_name": "Purchaser's Agent - Date",
          "alias_type": "date",
          "document_type": "Subscription",
          "category_id": 29,
          "reuse_scope": "tenant-wide",
          "semantic_description": "Date the purchaser's agent signed the certificate."
        }
      ]
    }
  ]
}